Filing Research | BMI - BADGER METER INC Institutional Holdings

Snapshot holdings

50 / 93 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	729.0KSH	$108.2M
2	CONGRESS ASSET MANAGEMENT CO	Shares	100.0KSH	$14.8M
3	DUDLEY & SHANLEY, INC.	Shares	63.0KSH	$9.3M
4	Assenagon Asset Management S.A.	Shares	40.9KSH	$6.1M
5	Vest Financial, LLC	Shares	37.5KSH	$5.6M
6	VIKING FUND MANAGEMENT LLC	Shares	25.0KSH	$3.7M
7	Cardinal Capital Management	Shares	22.5KSH	$3.3M
8	OLD SECOND NATIONAL BANK OF AURORA	Shares	18.6KSH	$2.8M
9	Linden Thomas Advisory Services, LLC	Shares	15.8KSH	$2.3M
10	Hennion & Walsh Asset Management, Inc.	Shares	15.6KSH	$2.3M
11	Annex Advisory Services, LLC	Shares	13.3KSH	$2.0M
12	Louisiana State Employees Retirement System	Shares	12.8KSH	$1.9M
13	Alpha Omega Wealth Management LLC	Shares	12.6KSH	$1.9M
14	Sierra Legacy Group	Shares	10.8KSH	$1.6M
15	MISSION WEALTH MANAGEMENT, LP	Shares	9.9KSH	$1.5M
16	Police & Firemen's Retirement System of New Jersey	Shares	8.8KSH	$1.3M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.9KSH	$1.2M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.9KSH	$1.0M
19	Sylvest Advisors, LLC	Shares	6.4KSH	$953.3K
20	River Street Advisors LLC	Shares	6.3KSH	$940.4K
21	Abacus Wealth Partners, LLC	Shares	6.2KSH	$919.2K
22	Union Bancaire Privee, UBP SA	Shares	6.3KSH	$891.6K
23	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	5.3KSH	$784.9K
24	OFI INVEST ASSET MANAGEMENT	Shares	5.9KSH	$767.4K
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	5.0KSH	$716.2K
26	Envestnet Portfolio Solutions, Inc.	Shares	4.2KSH	$620.7K
27	FIRST CITIZENS BANK & TRUST CO	Shares	4.0KSH	$596.5K
28	Norway Savings Bank	Shares	4.0KSH	$594.4K
29	Plus Group Wealth Advisors LLC	Shares	3.7KSH	$548.1K
30	BENJAMIN EDWARDS INC	Shares	3.7KSH	$546.1K
31	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$486.5K
32	Crossmark Global Holdings, Inc.	Shares	3.3KSH	$484.8K
33	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	Shares	3.2KSH	$474.8K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	3.1KSH	$463.5K
35	Merit Financial Group, LLC	Shares	2.4KSH	$360.5K
36	Legacy Wealth Asset Management, LLC	Shares	2.4KSH	$351.4K
37	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	2.2KSH	$327.3K
38	BURNEY CO/	Shares	2.2KSH	$326.4K
39	Putney Financial Group LLC	Shares	2.1KSH	$313.1K
40	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	2.0KSH	$300.9K
41	Columbia Bank	Shares	1.9KSH	$289.2K
42	Portside Wealth Group, LLC	Shares	1.9KSH	$284.6K
43	PFG Investments, LLC	Shares	1.9KSH	$275.9K
44	Apollon Wealth Management, LLC	Shares	1.8KSH	$265.6K
45	Alliance Wealth Advisors, LLC /UT	Shares	1.7KSH	$248.5K
46	Northside Capital Management, LLC	Shares	1.6KSH	$244.8K
47	Wedmont Private Capital	Shares	1.6KSH	$236.8K
48	Clearwave Capital, LLC	Shares	1.6KSH	$231.9K
49	Ballentine Partners, LLC	Shares	1.5KSH	$226.6K
50	Baker Ellis Asset Management LLC	Shares	1.4KSH	$207.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 109 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+198.8K	+$27.4M	$108.2M
2	Assenagon Asset Management S.A. added	Shares	+26.1K	+$3.8M	$6.1M
3	Vest Financial, LLC added	Shares	+15.5K	+$2.2M	$5.6M
4	Alpha Omega Wealth Management LLC new	Shares	+12.6K	+$1.9M	$1.9M
5	Sylvest Advisors, LLC new	Shares	+6.4K	+$953.3K	$953.3K
6	CONFLUENCE INVESTMENT MANAGEMENT LLC new	Shares	+5.3K	+$784.9K	$784.9K
7	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.2K	+$760.2K	$1.5M
8	VIKING FUND MANAGEMENT LLC added	Shares	+5.0K	+$662.5K	$3.7M
9	Sierra Legacy Group added	Shares	+3.8K	+$530.7K	$1.6M
10	Linden Thomas Advisory Services, LLC added	Shares	+2.9K	+$374.8K	$2.3M
11	Merit Financial Group, LLC new	Shares	+2.4K	+$360.5K	$360.5K
12	Legacy Wealth Asset Management, LLC new	Shares	+2.4K	+$351.4K	$351.4K
13	CALIBER WEALTH MANAGEMENT, LLC / KS new	Shares	+2.0K	+$300.9K	$300.9K
14	Apollon Wealth Management, LLC new	Shares	+1.8K	+$265.6K	$265.6K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.1K	+$265.3K	$716.2K
16	Wedmont Private Capital new	Shares	+1.6K	+$236.8K	$236.8K
17	Cardinal Capital Management added	Shares	+1.9K	+$194.4K	$3.3M
18	OLD SECOND NATIONAL BANK OF AURORA added	Shares	+1.4K	+$141.3K	$2.8M
19	Police & Firemen's Retirement System of New Jersey added	Shares	+714	+$73.9K	$1.3M
20	Norway Savings Bank added	Shares	+462	+$54.5K	$594.4K
21	Annex Advisory Services, LLC added	Shares	+600	+$38.7K	$2.0M
22	FIRST CITIZENS BANK & TRUST CO added	Shares	+305	+$30.5K	$596.5K
23	Portside Wealth Group, LLC added	Shares	+233	+$27.9K	$284.6K
24	Global X Japan Co., Ltd. added	Shares	+167	+$23.4K	$74.6K
25	Farther Finance Advisors, LLC added	Shares	+163	+$22.7K	$59.9K
26	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+228	+$22.3K	$463.5K
27	River Street Advisors LLC added	Shares	+298	+$20.2K	$940.4K
28	Crossmark Global Holdings, Inc. added	Shares	+212	+$19.3K	$484.8K
29	EverSource Wealth Advisors, LLC added	Shares	+38	+$4.8K	$37.8K
30	True Wealth Design, LLC new	Shares	+28	+$4.2K	$4.2K
31	SBI Securities Co., Ltd. added	Shares	+19	+$2.2K	$25.1K
32	CoreCap Advisors, LLC new	Shares	+12	+$1.8K	$1.8K
33	TEALWOOD ASSET MANAGEMENT INC new	Shares	+11.1K	+$1.6K	$1.6K
34	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+10	+$1.5K	$1.5K
35	HORIZON FINANCIAL SERVICES, LLC new	Shares	+6	+$890	$890
36	SJS Investment Consulting Inc. added	Shares	+4	+$574	$1.3K
37	PARK AVENUE SECURITIES LLC added	Shares	+3.3K	+$481	$927
38	Creative Capital Management Investments LLC new	Shares	+3	+$445	$445
39	Hughes Financial Services, LLC added	Shares	+3	+$430	$1.0K
40	Davis Capital Management new	Shares	+2	+$297	$297
41	Mascoma Wealth Management LLC new	Shares	+2	+$297	$297
42	Cedar Mountain Advisors, LLC new	Shares	+1	+$148	$148
43	FIRST HORIZON CORP new	Shares	+1	+$148	$148
44	LRI Investments, LLC new	Shares	+1	+$148	$148
45	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$136	$594
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+954	+$99	$1.7K
47	Abound Wealth Management unchanged	Shares	0	-$8	$297
48	Fruth Investment Management unchanged	Shares	0	-$8	$296
49	CX Institutional trimmed	Shares	-160	-$25	$24
50	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$64	$2.4K

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