BMI — BADGER METER INC
Reported value held$2.70B
Funds holding (latest)45
SectorIndustrials
Funds holding (Q2 2026)32
Institutional value$1.88B · 12.94M sh
New / Add / Cut / Exit2 / 19 / 11 / 5
Top-5 / Top-10 concentration62.2% / 79.0%
Institutional holdings change
Reducing -0.0%
(-1.74K sh)
Institutional value change
Down -3.0%
As of Q2 2026, 32 SEC-registered investment managers reported holding BMI (BADGER METER INC) in their latest 13F filings, with a combined reported value of $1.88B across 12.94M shares. That is -0.0% by share count (-1.74K shares) versus the previous quarter, while reported value moved -3.0%. Ownership is concentrated: the five largest holders account for 62.2% of reported value and the top ten for 79.0%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 11 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BMI is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.89M | $725.93M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 3.98M | $694.13M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 1.01M | $149.65M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 739.88K | $109.78M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 629.41K | $93.39M | 0.01% | Reduce |
| Amundi US history | Q2 2026 | 590.08K | $87.60M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 505.34K | $74.98M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 460.60K | $68.34M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 434.71K | $60.46M | 0.01% | New |
| Northern Trust Corp history | Q2 2026 | 380.01K | $56.39M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 374.30K | $55.54M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 335.40K | $49.77M | 0.01% | Add |
| Baron Funds history | Q1 2026 | 312.21K | $47.57M | 0.14% | Add |
| Marshall Wace history | Q2 2026 | 312.15K | $46.32M | 0.04% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 311.87K | $46.27M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 223.93K | $33.23M | 0.01% | Add |
| Legal & General Investment Management America history | Q2 2026 | 211.25K | $31.35M | 0.01% | Add |
| Renaissance Technologies history | Q1 2026 | 199.20K | $30.35M | 0.05% | Add |
| BNY Mellon history | Q2 2026 | 196.89K | $29.21M | 0.01% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 188.59K | $27.98M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 434.71K sh · $60.46M
- Balyasny Asset Management 58.51K sh · $8.68M
Fully Exited (vs previous quarter)
- Baron Funds sold 312.21K sh · $47.57M
- Renaissance Technologies sold 199.20K sh · $30.35M
- Millennium Management sold 126.10K sh · $19.21M
- Two Sigma Investments sold 30.99K sh · $4.72M
- Fidelity International (FIL) sold 2.28K sh · $347.51K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.29M | 5.42M | 5.29M | 5.24M | 5.20M | 5.13M | 4.95M | 4.89M |
| Geode Capital Management | 477.30K | 493.81K | 514.01K | 562.18K | 575.33K | 582.59K | 591.79K | 647.70K | 673.26K | 702.75K | 741.84K | 790.68K | 778.65K | 796.53K | 857.18K | 876.52K | 872.82K | 876.85K | 938.83K | 1.01M |
| Morgan Stanley | 163.89K | 161.44K | 172.84K | 243.92K | 360.63K | 360.28K | 351.46K | 379.12K | 359.06K | 396.60K | 597.99K | 655.23K | 726.26K | 750.12K | 729.18K | 755.42K | 752.27K | 720.97K | 663.19K | 739.88K |
| UBS Group AG | 58.30K | 68.95K | 62.67K | 51.22K | 57.83K | 62.12K | 65.12K | 70.99K | 62.43K | 79.28K | 75.75K | 66.64K | 74.55K | 128.50K | 155.42K | 192.94K | 376.70K | 712.65K | 858.17K | 629.41K |
| Amundi US | 19.22K | 13.60K | 175 | 175 | 208.47K | 188.76K | 192.64K | 196.49K | 199.14K | 198.31K | 201.75K | 193.37K | 179.36K | 195.42K | 192.81K | 201.34K | 401.67K | 413.99K | 459.06K | 590.08K |
| Invesco Ltd | 906.90K | 894.82K | 766.85K | 747.22K | 717.64K | 738.63K | 919.54K | 943.33K | 1.02M | 810.83K | 533.90K | 522.00K | 493.23K | 500.95K | 630.89K | 802.17K | 970.22K | 766.09K | 777.91K | 505.34K |
| Bank of America Corp | 36.22K | 33.77K | 25.16K | 23.26K | 20.89K | 30.52K | 35.50K | 19.81K | 32.37K | 37.99K | 23.58K | 85.08K | 127.12K | 119.96K | 164.32K | 342.10K | 138.37K | 125.41K | 292.85K | 460.60K |
| JPMorgan Chase & Co | 917.95K | 928.08K | 932.04K | 1.01M | 913.94K | 777.23K | 741.62K | 733.36K | 731.91K | 668.84K | 562.45K | 488.32K | 416.11K | 433.17K | 482.42K | 349.96K | 503.17K | 386.29K | — | 434.71K |
| Northern Trust Corp | 356.91K | 345.95K | 339.68K | 331.89K | 331.32K | 340.37K | 337.10K | 344.21K | 344.19K | 342.93K | 337.20K | 324.57K | 320.68K | 348.48K | 336.90K | 328.48K | 321.49K | 304.56K | 332.50K | 380.01K |
| Norges Bank Investment Management | — | — | — | — | — | 279.37K | — | — | — | 306.79K | — | 332.55K | — | 445.72K | — | 341.08K | — | 480.59K | — | 374.30K |
| Charles Schwab Investment Management | 235.14K | 241.47K | 249.73K | 252.30K | 261.88K | 266.08K | 268.44K | 265.51K | 283.24K | 288.00K | 307.13K | 318.35K | 338.20K | 350.38K | 344.79K | 327.60K | 316.76K | 316.33K | 319.56K | 335.40K |
| Marshall Wace | — | — | 19.88K | 6.98K | — | — | — | — | — | 2.81K | — | 57.00K | 22.47K | 4.69K | 15.97K | 5.28K | 192.03K | 280.16K | 506.69K | 312.15K |
| Goldman Sachs Group | 94.52K | 46.08K | 109.28K | 250.39K | 175.26K | 169.08K | 189.71K | 193.54K | 297.31K | 397.61K | 385.21K | 382.06K | 433.01K | 548.31K | 456.90K | 348.04K | 392.06K | 399.93K | 464.82K | 311.87K |
| Franklin Resources | — | — | — | — | — | 1.88K | 2.04K | 16.11K | 16.25K | 16.20K | 15.47K | 16.04K | 18.32K | 18.27K | 19.41K | 48.19K | 40.41K | 178.84K | 221.30K | 223.93K |
| Legal & General Investment Management America | 139.28K | 150.10K | 149.63K | 155.43K | 157.14K | 166.03K | 86.03K | 161.20K | 136.63K | 135.78K | 82.31K | 143.91K | 133.62K | 131.44K | 144.32K | 154.69K | 178.91K | 178.84K | 202.83K | 211.25K |
| BNY Mellon | 500.50K | 460.56K | 434.68K | 347.62K | 356.70K | 372.85K | 367.27K | 361.15K | 363.24K | 348.58K | 315.23K | 337.39K | 311.50K | 335.11K | 310.59K | 285.46K | 236.16K | 210.22K | 205.24K | 196.89K |
| Arrowstreet Capital | 35.91K | 24.22K | — | — | — | — | — | 37.49K | 50.82K | 77.41K | 107.40K | 124.56K | 128.72K | 135.70K | 148.77K | 100.30K | 106.28K | 174.90K | 137.68K | 188.59K |
| Principal Global Investors | 269.12K | 237.88K | 234.93K | 194.94K | 185.72K | 183.20K | 179.17K | 169.61K | 160.99K | 158.26K | 160.36K | 154.92K | 146.13K | 151.49K | 154.97K | 158.76K | 165.00K | 175.50K | 180.58K | 183.97K |
| PSP Investments | 58.96K | 59.57K | 54.60K | 54.18K | 53.65K | 53.25K | 51.48K | 52.03K | 36.24K | 60.90K | 60.16K | 64.63K | 62.43K | 73.29K | 93.25K | 100.44K | 114.97K | 102.03K | 105.47K | 100.27K |
| Deutsche Bank AG | 77.50K | 73.78K | 71.67K | 65.08K | 66.16K | 84.89K | 76.61K | 65.43K | 55.27K | 54.21K | 81.69K | 71.49K | 53.47K | 82.64K | 81.02K | 62.04K | 46.25K | 62.74K | 94.01K | 98.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details