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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, Q3 2024

Institutional positions in Badger Meter Inc as of Sep 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
477
+30 vs. Q2 2024
Shares held
26.4M
+5.36M (+25.5%) vs. Q2 2024
Total value
$5.75B
+$1.83B (+46.6%) vs. Q2 2024
New holders
64
166 more added
Sold out
34
167 more reduced

4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 477 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 heldQ3 2024: $5.75B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Badger Meter Inc; share changes are against Q2 2024.

Institutions holding BMI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Eagle Bay Advisors LLC0$640.00%0New
Rosenberg Matthew Hamilton1$2180.00%00.0%Unchanged
Proequities, Inc.1$2180.00%+1New
Copeland Capital Management, LLC1$2180.00%+1New
Claris Advisors, LLC1$2180.00%+1New
TFC Financial Management1$2190.00%00.0%Unchanged
Abound Wealth Management3$6560.00%−2−40.0%Reduced
Mendota Financial Group, LLC3$6560.00%+3New
Carolinas Wealth Consulting LLC4$7760.00%+1+33.3%Added
Montag A & Associates Inc4$8440.00%00.0%Unchanged
Larson Financial Group LLC4$8740.00%00.0%Unchanged
Anchor Investment Management, LLC5$1.09K0.00%+5New
Wolff Wiese Magana LLC5$1.09K0.00%+5New
Thompson Investment Management, Inc.6$1.27K0.00%00.0%Unchanged
Horizon Investments, LLC6$1.31K0.00%+2+50.0%Added
DiNuzzo Private Wealth, Inc.6$1.31K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC7$1.51K0.00%00.0%Unchanged
Principal Securities, Inc.7$1.53K0.00%00.0%Unchanged
IFP Advisors, Inc7$1.53K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$1.53K0.00%00.0%Unchanged
TD Private Client Wealth LLC9$1.93K0.00%+8+800.0%Added
Venturi Wealth Management, LLC9$1.97K0.00%−159−94.6%Reduced
FSC Wealth Advisors, LLC9$1.97K0.00%00.0%Unchanged
Hemington Wealth Management11$2.00K0.00%+11New
Financial Network Wealth Advisors LLC12$2.62K0.00%+2+20.0%Added
Bokf, NA12$2.63K0.00%00.0%Unchanged
VitalStone Financial, LLC15$3.28K0.00%−1−6.3%Reduced
Oliver Lagore Vanvalin Investment Group15$3.28K0.00%00.0%Unchanged
Reuter James Wealth Management, LLC16$3.50K0.00%+16New
Continuum Advisory, LLC19$4.17K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$4.37K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$4.37K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$4.37K0.00%+1+5.3%Added
Parkside Financial Bank & Trust21$4.59K0.00%00.0%Unchanged
Bogart Wealth, LLC22$4.80K0.00%00.0%Unchanged
Rothschild Investment LLC24$5.24K0.00%+14+140.0%Added
New Millennium Group LLC25$5.50K0.00%−6,680−99.6%Reduced
Quarry LP30$6.55K0.00%+19+172.7%Added
Sterling Capital Management LLC30$6.55K0.00%+30New
Geneos Wealth Management Inc.31$6.77K0.00%+31New
Private Wealth Management Group, LLC32$6.99K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.33$7.21K0.00%00.0%Unchanged
Winch Advisory Services, LLC34$7.43K0.00%00.0%Unchanged
Capital Performance Advisors LLP37$8.08K0.00%+37New
Hillsdale Investment Management Inc.40$8.74K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.43$9.41K0.00%+8+22.9%Added
Lindbrook Capital, LLC53$11.6K0.00%00.0%Unchanged
Brown Brothers Harriman & Co54$11.8K0.00%+54New
Bessemer Group Inc56$12.0K0.00%+38+211.1%Added
Bell Investment Advisors, Inc66$14.4K0.00%00.0%Unchanged
Umb Bank N A67$14.6K0.00%+35+109.4%Added
Addison Advisors LLC68$14.9K0.00%00.0%Unchanged
Millburn Ridgefield Corp70$15.3K0.00%−12−14.6%Reduced
Catalyst Capital Advisors LLC70$15.3K0.00%−12−14.6%Reduced
SRS Capital Advisors, Inc.71$15.5K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC72$15.7K0.00%00.0%Unchanged
NBC Securities, Inc.75$16.0K0.00%+75New
Leonteq Securities AG80$17.5K0.00%+80New
Versant Capital Management, Inc81$17.7K0.00%00.0%Unchanged
Massmutual Trust Co FSB82$17.9K0.00%00.0%Unchanged
Golden State Equity Partners84$18.3K0.00%+84New
Rise Advisors, LLC91$20.0K0.01%00.0%Unchanged
Arrow Financial Corp100$21.8K0.00%00.0%Unchanged
IAG Wealth Partners, LLC100$21.8K0.00%00.0%Unchanged
USA Financial Portformulas Corp112$24.5K0.00%+112New
EverSource Wealth Advisors, LLC138$30.1K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC160$34.9K0.01%00.0%Unchanged
Smartleaf Asset Management LLC165$35.7K0.00%+32+24.1%Added
Ronald Blue Trust, Inc.201$37.5K0.00%+183+1,016.7%Added
Fifth Third Bancorp183$40.0K0.00%+34+22.8%Added
LGT Financial Advisors LLC194$42.4K0.10%00.0%Unchanged
Dunhill Financial, LLC196$42.9K0.02%00.0%Unchanged
Allworth Financial LP197$43.0K0.00%+3+1.5%Added
Private Trust Co NA200$43.7K0.00%00.0%Unchanged
Ancora Advisors, LLC200$43.7K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC200$43.7K0.03%00.0%Unchanged
Banque Cantonale Vaudoise209$46.0K0.00%−10−4.6%Reduced
Caitlin John, LLC209$46.7K0.03%+162+344.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA220$48.0K0.02%00.0%Unchanged
TD Waterhouse Canada Inc.225$49.0K0.00%+29+14.8%Added
Silicon Valley Capital Partners228$49.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC237$51.8K0.01%00.0%Unchanged
Huntington National Bank251$54.8K0.00%+3+1.2%Added
Planned Solutions, Inc.290$63.3K0.03%+290New
Catalyst Funds Management Pty Ltd300$65.5K0.01%+200+200.0%Added
GeoWealth Management, LLC316$69.0K0.00%+316New
Jones Financial Companies LLLP346$75.1K0.00%+79+29.6%Added
Signaturefd, LLC377$82.3K0.00%−14−3.6%Reduced
Federation des caisses Desjardins du Quebec410$89.5K0.00%+410New
Harbour Investments, Inc.424$92.6K0.00%00.0%Unchanged
Kepos Capital LP427$93.0K0.04%−79−15.6%Reduced
Trust Co of Vermont475$103.7K0.01%00.0%Unchanged
Point72 (DIFC) Ltd519$113.4K0.01%−2,121−80.3%Reduced
AdvisorNet Financial, Inc520$113.6K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co536$117.1K0.00%00.0%Unchanged
Archer Investment Corp540$117.9K0.03%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich506$131.0K0.00%−33−6.1%Reduced
Oarsman Capital, Inc.659$143.9K0.03%+659New
CIBC Private Wealth Group, LLC685$149.6K0.00%−2−0.3%Reduced
Clearstead Advisors, LLC721$157.5K0.00%+703+3,905.6%Added