| 0.00% |
| 4 | Impax Asset Management Group plc | 1.9M | $166.7M | -12.1% | 4.401% | 1.08% |
| 5 | STATE STREET CORP | 1.8M | $156.6M | +0.3% | 4.134% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $153.0M | +15.1% | 4.038% | 0.03% |
| 7 | UBS Group AG | 1.7M | $151.3M | -1.9% | 3.994% | 0.02% |
| 8 | Invesco Ltd. | 1.5M | $132.5M | -4.3% | 3.497% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $107.5M | +4.7% | 2.837% | 0.01% |
| 10 | FIRST TRUST ADVISORS LP | 1.2M | $105.1M | +25.3% | 2.773% | 0.06% |
| 11 | Amundi | 1.2M | $99.9M | +7.9% | 2.638% | 0.02% |
| 12 | SOROS FUND MANAGEMENT LLC | 1.1M | $98.5M | +3.9% | 2.599% | 1.21% |
| 13 | Bank of New York Mellon Corp | 1.1M | $96.6M | +6.0% | 2.551% | 0.02% |
| 14 | Robeco Schweiz AG | 1.1M | $91.2M | +10.7% | 2.407% | 1.46% |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | 785K | $68.0M | +35.4% | 1.793% | 0.05% |
| 16 | MORGAN STANLEY | 729K | $63.0M | -5.1% | 1.664% | 0.00% |
| 17 | MACKENZIE FINANCIAL CORP | 620K | $53.6M | +85.4% | 1.415% | 0.05% |
| 18 | NORGES BANK | 618K | $53.5M | — | 1.412% | 0.01% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 613K | $53.0M | +220.7% | 1.399% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 597K | $51.6M | +1.0% | 1.363% | 0.01% |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 551K | $47.7M | -18.2% | 1.258% | 0.02% |
| 22 | AMERIPRISE FINANCIAL INC | 541K | $46.9M | +235.8% | 1.237% | 0.01% |
| 23 | Neuberger Berman Group LLC | 537K | $46.4M | +3.1% | 1.228% | 0.02% |
| 24 | NORTHERN TRUST CORP | 523K | $45.2M | +2.5% | 1.194% | 0.01% |
| 25 | Grantham, Mayo, Van Otterloo & Co. LLC | 523K | $45.2M | +16.9% | 1.194% | 0.10% |
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.
| 106.84% |
| +1.88 pp |
| $4.86B |
| +1.4% |
| Q4 2024 | 419 | +2.7% | 104.96% | +1.26 pp | $4.79B | +4.3% |
| Q3 2024 | 408 | — | 103.70% | — | $4.59B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ITRI institutional ownership rose by 3.70 percentage points quarter-over-quarter, with a net change of -18 holders.
The top 10 institutions account for 46.6% of all reported 13F value in ITRI, and the top 25 account for 68.2%.
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