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Badger Meter Inc

BMI
Exchange
NYSE
Industry
Totalizing Fluid Meters & Counting Devices
SEC CIK
0000009092

In the last 90 days, Badger Meter Inc insiders filed 1 open-market purchase and 0 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $4.86B in total; Fundsmith is the only superinvestor holding it.

13F holders, Q2 2024

Institutional positions in Badger Meter Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
451
+41 vs. Q1 2024
Shares held
26.3M
+65.0K (+0.2%) vs. Q1 2024
Total value
$4.90B
+$663.3M (+15.7%) vs. Q1 2024
New holders
70
146 more added
Sold out
29
175 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BMI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 451 institutions
Q1 2021: 263 institutionsQ2 2021: 249 institutionsQ3 2021: 257 institutionsQ4 2021: 273 institutionsQ1 2022: 286 institutionsQ2 2022: 272 institutionsQ3 2022: 281 institutionsQ4 2022: 310 institutionsQ1 2023: 324 institutionsQ2 2023: 355 institutionsQ3 2023: 374 institutionsQ4 2023: 395 institutionsQ1 2024: 415 institutionsQ2 2024: 451 institutionsQ3 2024: 477 institutionsQ4 2024: 490 institutionsQ1 2025: 497 institutionsQ2 2025: 536 institutionsQ3 2025: 480 institutionsQ4 2025: 490 institutionsQ1 2026: 477 institutionsQ2 2026: 483 institutions
Value heldQ2 2024: $4.90B
Q1 2021: $2.36BQ2 2021: $2.48BQ3 2021: $2.56BQ4 2021: $3.05BQ1 2022: $2.53BQ2 2022: $2.07BQ3 2022: $2.37BQ4 2022: $2.74BQ1 2023: $3.13BQ2 2023: $3.82BQ3 2023: $3.77BQ4 2023: $4.06BQ1 2024: $4.25BQ2 2024: $4.90BQ3 2024: $5.75BQ4 2024: $5.72BQ1 2025: $5.33BQ2 2025: $6.92BQ3 2025: $5.06BQ4 2025: $5.17BQ1 2026: $4.63BQ2 2026: $4.86B
Institutions holding BMI and their total value by quarter
QuarterHoldersValue
Q2 2026483$4.86B
Q1 2026477$4.63B
Q4 2025490$5.17B
Q3 2025480$5.06B
Q2 2025536$6.92B
Q1 2025497$5.33B
Q4 2024490$5.72B
Q3 2024477$5.75B
Q2 2024451$4.90B
Q1 2024415$4.25B
Q4 2023395$4.06B
Q3 2023374$3.77B
Q2 2023355$3.82B
Q1 2023324$3.13B
Q4 2022310$2.74B
Q3 2022281$2.37B
Q2 2022272$2.07B
Q1 2022286$2.53B
Q4 2021273$3.05B
Q3 2021257$2.56B
Q2 2021249$2.48B
Q1 2021263$2.36B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Badger Meter Inc; share changes are against Q1 2024.

Institutions holding BMI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Catalyst Capital Advisors LLC82$15.3K0.00%−23−21.9%Reduced
Massmutual Trust Co FSB82$15.3K0.00%−10−10.9%Reduced
Versant Capital Management, Inc81$15.1K0.00%+18+28.6%Added
Rocky Mountain Advisers, LLC72$13.4K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.71$13.2K0.00%+58+446.2%Added
Addison Advisors LLC68$12.7K0.00%−5−6.8%Reduced
Bell Investment Advisors, Inc66$12.3K0.00%+8+13.8%Added
Lindbrook Capital, LLC53$9.88K0.00%00.0%Unchanged
Caitlin John, LLC47$8.69K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.40$7.45K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC39$7.27K0.00%+39New
Cullen/Frost Bankers, Inc.35$6.53K0.00%+35New
Winch Advisory Services, LLC34$6.34K0.00%+34New
Cape Investment Advisory, Inc.33$6.15K0.00%+26+371.4%Added
Private Wealth Management Group, LLC32$5.96K0.00%+23+255.6%Added
Umb Bank N A32$5.96K0.00%−780−96.1%Reduced
Ashton Thomas Private Wealth, LLC25$4.66K0.00%+25New
Bogart Wealth, LLC22$4.10K0.00%00.0%Unchanged
Parkside Financial Bank & Trust21$3.91K0.00%−16−43.2%Reduced
Farmers & Merchants Investments Inc20$3.73K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$3.73K0.00%00.0%Unchanged
Continuum Advisory, LLC19$3.54K0.00%+2+11.8%Added
JFS Wealth Advisors, LLC19$3.54K0.00%00.0%Unchanged
Clearstead Advisors, LLC18$3.35K0.00%+18New
Innealta Capital, LLC18$3.35K0.00%+18New
Bessemer Group Inc18$3.00K0.00%−474−96.3%Reduced
VitalStone Financial, LLC16$2.98K0.00%−1−5.9%Reduced
Ronald Blue Trust, Inc.18$2.91K0.00%+17+1,700.0%Added
Oliver Lagore Vanvalin Investment Group15$2.79K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC14$2.61K0.00%−17−54.8%Reduced
Bokf, NA12$2.24K0.00%+12New
Quarry LP11$2.05K0.00%+11New
Westside Investment Management, Inc.11$2.05K0.00%+11New
Rothschild Investment LLC10$1.86K0.00%+7+233.3%Added
Financial Network Wealth Advisors LLC10$1.86K0.00%+10New
FSC Wealth Advisors, LLC9$1.68K0.00%+9New
SJS Investment Consulting Inc.7$1.30K0.00%00.0%Unchanged
Principal Securities, Inc.7$1.30K0.00%−4−36.4%Reduced
IFP Advisors, Inc7$1.30K0.00%+7New
Coppell Advisory Solutions LLC7$1.30K0.00%+7New
Abich Financial Wealth Management LLC7$1.30K0.00%+7New
DiNuzzo Private Wealth, Inc.6$1.12K0.00%+1+20.0%Added
Thompson Investment Management, Inc.6$1.09K0.00%+1+20.0%Added
Abound Wealth Management5$9320.00%−1−16.7%Reduced
Horizon Investments, LLC4$7450.00%+4New
Larson Financial Group LLC4$7450.00%+4New
Montag A & Associates Inc4$7200.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$4980.00%00.0%Unchanged
TFC Financial Management1$1870.00%+1New
Rosenberg Matthew Hamilton1$1850.00%00.0%Unchanged
TD Private Client Wealth LLC1$1570.00%−236−99.6%Reduced
Mirae Asset Global Investments Co., Ltd.0$00.00%−203,623−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−51,946−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−29,646−100.0%Sold out
Texas Permanent School Fund0$00.00%−25,684−100.0%Sold out
American International Group, Inc.0$00.00%−15,870−100.0%Sold out
Zacks Investment Management0$00.00%−12,768−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−10,000−100.0%Sold out
Nebula Research & Development LLC0$00.00%−7,058−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−3,978−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,589−100.0%Sold out
New York Life Investment Management LLC0$00.00%−2,343−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−2,019−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−1,900−100.0%Sold out
First Hawaiian Bank0$00.00%−1,636−100.0%Sold out
Versor Investments LP0$00.00%−1,600−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,545−100.0%Sold out
JB Capital LLC0$00.00%−1,382−100.0%Sold out
Wealth Alliance0$00.00%−1,312−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,270−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−1,200−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−615−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−302−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−34−100.0%Sold out
Colonial Trust Advisors0$00.00%−17−100.0%Sold out
Pacific Capital Wealth Advisors, Inc0$00.00%−17−100.0%Sold out
Creative Financial Designs Inc0$00.00%−16−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−5−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−1−100.0%Sold out
Tfo-TDC, LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Tortoise Index Solutions, LLC––––Not filed
Shell Asset Management Co––––Not filed
Cipher Capital LP––––Not filed
KLR Investment Advisors, LLC––––Not filed