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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, Q4 2024

Institutional positions in Badger Meter Inc as of Dec 31, 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
490
+21 vs. Q3 2024
Shares held
27.0M
+725.7K (+2.8%) vs. Q3 2024
Total value
$5.72B
+$5.82M (+0.1%) vs. Q3 2024
New holders
68
169 more added
Sold out
47
166 more reduced

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 490 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 heldQ4 2024: $5.72B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Badger Meter Inc; share changes are against Q3 2024.

Institutions holding BMI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Kozak & Associates, Inc.0$110.00%0New
Copeland Capital Management, LLC1$2120.00%00.0%Unchanged
Global Financial Private Client, LLC1$2120.00%+1New
Parkworth Wealth Management, Inc.1$2120.00%+1New
TFC Financial Management1$2130.00%00.0%Unchanged
Transce3nd, LLC1$2140.00%+1New
Proequities, Inc.1$2180.00%00.0%Unchanged
Abound Wealth Management2$4250.00%−1−33.3%Reduced
Carolinas Wealth Consulting LLC3$4730.00%−1−25.0%Reduced
Montag A & Associates Inc2$5060.00%−2−50.0%Reduced
Horizon Investments, LLC4$8480.00%−2−33.3%Reduced
SJS Investment Consulting Inc.4$8490.00%−3−42.9%Reduced
Wolff Wiese Magana LLC5$1.06K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC6$1.27K0.00%−6−50.0%Reduced
DiNuzzo Private Wealth, Inc.6$1.27K0.00%00.0%Unchanged
Thompson Investment Management, Inc.6$1.36K0.00%00.0%Unchanged
Center for Financial Planning, Inc.7$1.49K0.00%+7New
Coppell Advisory Solutions LLC7$1.50K0.00%00.0%Unchanged
TD Private Client Wealth LLC9$1.88K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC9$1.91K0.00%00.0%Unchanged
IFP Advisors, Inc9$1.91K0.00%+2+28.6%Added
Caitong International Asset Management Co., Ltd9$1.91K0.00%+9New
Venturi Wealth Management, LLC9$1.91K0.00%00.0%Unchanged
Park Square Financial Group, LLC10$2.12K0.00%+10New
Creative Financial Designs Inc11$2.33K0.00%+11New
Bokf, NA12$2.49K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC12$2.54K0.00%+12New
TD Capital Management LLC13$2.76K0.00%+13New
Larson Financial Group LLC14$2.97K0.00%+10+250.0%Added
Hemington Wealth Management18$3.00K0.00%+7+63.6%Added
Oliver Lagore Vanvalin Investment Group15$3.18K0.00%00.0%Unchanged
Bank of Jackson Hole Trust15$3.18K0.00%+15New
Continuum Advisory, LLC19$4.03K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc20$4.24K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$4.24K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20$4.27K0.00%00.0%Unchanged
Parkside Financial Bank & Trust21$4.46K0.00%00.0%Unchanged
Bogart Wealth, LLC22$4.67K0.00%00.0%Unchanged
High Note Wealth, LLC22$4.67K0.00%+22New
New Millennium Group LLC25$5.34K0.00%00.0%Unchanged
Rothschild Investment LLC28$5.94K0.00%+4+16.7%Added
UMA Financial Services, Inc.28$5.94K0.00%+28New
Stance Capital LLC30$6.32K0.00%+30New
Sterling Capital Management LLC30$6.36K0.00%00.0%Unchanged
Assetmark, Inc31$6.58K0.00%+31New
Cape Investment Advisory, Inc.33$7.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC34$7.21K0.00%00.0%Unchanged
Private Wealth Management Group, LLC35$7.42K0.00%+3+9.4%Added
Geneos Wealth Management Inc.36$7.64K0.00%+5+16.1%Added
Hillsdale Investment Management Inc.40$8.48K0.00%00.0%Unchanged
WPG Advisers, LLC43$9.12K0.01%+43New
Ronald Blue Trust, Inc.49$10.4K0.00%−152−75.6%Reduced
Cullen/Frost Bankers, Inc.51$10.9K0.00%+8+18.6%Added
Catalyst Capital Advisors LLC53$11.2K0.00%−17−24.3%Reduced
Lindbrook Capital, LLC53$11.2K0.00%00.0%Unchanged
Brown Brothers Harriman & Co54$11.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc54$11.5K0.00%−12−18.2%Reduced
Headlands Technologies LLC61$12.9K0.00%+61New
Umb Bank N A67$14.2K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.68$14.4K0.00%−3−4.2%Reduced
Addison Advisors LLC68$14.4K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC72$15.3K0.00%00.0%Unchanged
Massmutual Trust Co FSB83$17.6K0.00%+1+1.2%Added
Rise Advisors, LLC92$19.4K0.01%+1+1.1%Added
Golden State Wealth Management, LLC92$19.5K0.00%+92New
IAG Wealth Partners, LLC100$21.2K0.00%00.0%Unchanged
SBI Securities Co., Ltd.106$22.5K0.00%+106New
Versant Capital Management, Inc112$23.8K0.01%+31+38.3%Added
Aster Capital Management (DIFC) Ltd118$25.0K0.01%+118New
R Squared Ltd130$27.6K0.03%+130New
EverSource Wealth Advisors, LLC142$30.1K0.00%+4+2.9%Added
Bessemer Group Inc147$31.0K0.00%+91+162.5%Added
Blue Bell Private Wealth Management, LLC160$33.9K0.01%00.0%Unchanged
Allworth Financial LP159$34.7K0.00%−38−19.3%Reduced
Fifth Third Bancorp168$35.6K0.00%−15−8.2%Reduced
Principal Securities, Inc.179$38.0K0.00%+172+2,457.1%Added
LGT Financial Advisors LLC194$41.2K0.09%00.0%Unchanged
Dunhill Financial, LLC196$41.6K0.02%00.0%Unchanged
Private Trust Co NA200$42.4K0.00%00.0%Unchanged
Ancora Advisors, LLC200$42.4K0.00%00.0%Unchanged
ORG Partners LLC200$42.4K0.01%+200New
Frazier Financial Advisors, LLC200$42.9K0.03%00.0%Unchanged
Caitlin John, LLC209$44.3K0.03%00.0%Unchanged
MAI Capital Management215$45.7K0.00%+215New
Huntington National Bank225$47.7K0.00%−26−10.4%Reduced
Silicon Valley Capital Partners228$48.5K0.01%00.0%Unchanged
Princeton Global Asset Management LLC237$50.3K0.01%00.0%Unchanged
GeoWealth Management, LLC319$67.7K0.00%+3+0.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA320$67.9K0.02%+100+45.5%Added
Signaturefd, LLC377$80.0K0.00%00.0%Unchanged
Harbour Investments, Inc.424$90.0K0.00%00.0%Unchanged
Leonteq Securities AG471$99.9K0.01%+391+488.8%Added
Trust Co of Vermont475$100.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc520$110.3K0.01%00.0%Unchanged
Archer Investment Corp540$114.5K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co554$117.5K0.00%+18+3.4%Added
Bank Julius Baer & Co. Ltd, Zurich544$127.3K0.00%+38+7.5%Added
Smartleaf Asset Management LLC597$127.9K0.01%+432+261.8%Added
CIBC Private Wealth Group, LLC611$131.1K0.00%−74−10.8%Reduced
Oarsman Capital, Inc.669$141.9K0.02%+10+1.5%Added