Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ITRI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.1M | $640.8M | -0.7% | 16.132% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $314.3M | — | 7.912% | 0.02% |
| 3 | Impax Asset Management Group plc | 2.2M | $196.6M | +61.8% | 4.949% | 1.37% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $180.5M | — | 4.545% | 0.00% |
| 5 | STATE STREET CORP | 1.8M | $161.8M | +2.2% | 4.074% | 0.01% |
| 6 | UBS Group AG | 1.8M | $159.8M | +2.1% | 4.022% | 0.02% |
| 7 | Invesco Ltd. | 1.6M | $143.5M | -21.7% | 3.611% | 0.02% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $137.7M | +20.8% | 3.466% | 0.03% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $106.3M | +3.6% | 2.676% | 0.01% |
| 10 | SOROS FUND MANAGEMENT LLC | 1.1M | $98.1M | +191.8% | 2.470% | 1.15% |
| 11 | Amundi | 1.1M | $96.0M | +19.2% | 2.415% | 0.03% |
| 12 | Bank of New York Mellon Corp | 1.1M | $94.4M | +4.2% | 2.377% | 0.02% |
| 13 | FIRST TRUST ADVISORS LP | 969K | $86.9M | +22.2% | 2.187% | 0.06% |
| 14 | Robeco Schweiz AG | 952K | $85.3M | +125.3% | 2.147% | 1.80% |
| 15 | MORGAN STANLEY | 768K | $68.8M | -12.7% | 1.733% | 0.00% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 673K | $60.4M | +12.2% | 1.520% | 0.03% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 591K | $53.0M | +1.7% | 1.333% | 0.01% |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 580K | $52.0M | -1.5% | 1.308% | 0.04% |
| 19 | MILLENNIUM MANAGEMENT LLC | 571K | $51.1M | +12.6% | 1.287% | 0.03% |
| 20 | Neuberger Berman Group LLC | 521K | $46.6M | +45.5% | 1.176% | 0.04% |
| 21 | NORTHERN TRUST CORP | 510K | $45.7M | +1.2% | 1.151% | 0.01% |
| 22 | JANUS HENDERSON GROUP PLC | 504K | $45.1M | -0.1% | 1.136% | 0.02% |
| 23 | BNP PARIBAS ARBITRAGE, SA | 489K | $43.8M | +101.1% | 1.103% | 0.02% |
| 24 | GOLDMAN SACHS GROUP INC | 487K | $43.6M | -38.4% | 1.098% | 0.01% |
| 25 | RENAISSANCE TECHNOLOGIES LLC | 462K | $41.4M | +10.1% | 1.042% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ITRI — a direct measure of their conviction.
Filings activity in ITRI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 419 | 2.8% | 125.20% | 0.36 pp | $4.47B | 0.3% |
| Q4 2025 | 431 | 4.0% | 125.56% | 45.35 pp | $4.48B | 27% |
| Q3 2025 | 449 | +0.4% | 170.91% | 8.94 pp | $6.10B | 5.0% |
| Q2 2025 | 447 | +8.8% | 179.85% | +43.74 pp | $6.42B | +32% |
| Q1 2025 | 411 | 1.9% | 136.11% | +1.87 pp | $4.86B | +1.4% |
| Q4 2024 | 419 | +2.7% | 134.24% | +5.55 pp | $4.79B | +4.3% |
| Q3 2024 | 408 | +3.0% | 128.69% | +7.98 pp | $4.59B | +6.6% |
| Q2 2024 | 396 | — | 120.71% | — | $4.31B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ITRI stock.
Based on Q1 2026 13F filings, institutional ownership of Itron, Inc. stands at 125.2%, held across 419 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ITRI, with approximately 7,149,745 shares worth $0.64B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of ITRI, including SOROS FUND MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for ITRI is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
57 institutions opened new positions in ITRI during Q1 2026, while 69 fully exited. 139 added to existing positions and 222 trimmed.
ITRI institutional ownership fell by 0.36 percentage points quarter-over-quarter, with a net change of -12 holders.
The top 10 institutions account for 47.9% of all reported 13F value in ITRI, and the top 25 account for 68.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Itron, Inc. (ITRI) Institutional Ownership