Itron Ownership | Who Owns Itron?
Itron Ownership Summary
Itron is owned by 104.40% institutional investors, 1.24% insiders. Blackrock is the largest institutional shareholder, holding 16.79% of ITRI shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.45% of its assets in Itron shares.
ITRI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Itron | 104.40% | 1.24% | -5.63% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.66M | 16.79% | $758.43M |
| Vanguard group | 5.76M | 12.61% | $569.61M |
| Invesco | 2.18M | 4.78% | $216.10M |
| State street | 1.78M | 3.90% | $176.18M |
| Dimensional fund advisors lp | 1.53M | 3.35% | $151.35M |
| Geode capital management | 1.07M | 2.34% | $105.84M |
| Amundi | 940.33K | 2.06% | $93.08M |
| First trust advisors lp | 700.70K | 1.53% | $69.34M |
| Morgan stanley | 676.63K | 1.48% | $66.96M |
| Aristotle capital boston | 667.95K | 1.46% | $66.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Decade renewable partners lp | 137.99K | 6.66% | $13.66M |
| Ardsley advisory partners lp | 225.00K | 3.27% | $22.27M |
| Cramer rosenthal mcglynn | 392.63K | 2.28% | $38.85M |
| Aristotle capital boston | 667.95K | 2.22% | $66.10M |
| Merewether investment management, lp | 311.17K | 1.62% | $30.79M |
| Hanseatic management services | 7.20K | 1.07% | $712.91K |
| Lisanti capital growth | 43.30K | 1.03% | $4.28M |
| John g ullman & associates | 61.80K | 0.93% | $6.12M |
| Oberweis asset management inc/ | 152.40K | 0.92% | $15.08M |
| Braun stacey associates | 240.31K | 0.92% | $23.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 2.18M | 0.05% | 988.96K |
| Handelsbanken fonder ab | 553.17K | 0.24% | 540.50K |
| Lord, abbett | 408.24K | 0.13% | 400.99K |
| Merewether investment management, lp | 311.17K | 1.62% | 311.17K |
| Ubs asset management americas | 372.36K | 0.01% | 308.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Select equity group | - | - | -603.88K |
| Amundi | 940.33K | 0.04% | -581.68K |
| Blackrock | 7.66M | 0.02% | -370.66K |
| Encompass capital advisors | - | - | -335.05K |
| Goldman sachs group | 551.16K | 0.01% | -304.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 253.64K | 0.00% | 253.64K | $25.10M |
| Soros fund management | 197.95K | 0.35% | 197.95K | $19.59M |
| Driehaus capital management | 189.55K | 0.18% | 189.55K | $18.76M |
| Decade renewable partners lp | 137.99K | 6.66% | 137.99K | $13.66M |
| Perpetual | 80.02K | 0.09% | 80.02K | $7.92M |
Sold Out
| Holder | Change |
|---|---|
| Denali advisors | -36.00 |
| Innealta capital | -39.00 |
| Financial gravity asset management | -49.00 |
| Cohen & steers | -129.00 |
| Benjamin edwards | -192.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 419 | 0.96% | 46,959,713 | 2.70% | 104 | 1.04% | 212 | -1.85% | 144 | -5.26% |
| Jun 30, 2024 | 412 | 7.57% | 45,719,265 | 4.38% | 100 | 1.09% | 214 | 4.90% | 152 | 8.57% |
| Mar 31, 2024 | 383 | 21.59% | 43,801,971 | 0.86% | 95 | 1.05% | 204 | 46.76% | 140 | 7.69% |
| Dec 31, 2023 | 315 | 10.92% | 43,429,947 | 0.65% | 95 | 1.06% | 139 | 1.46% | 130 | 32.65% |
| Sep 30, 2023 | 284 | - | 43,149,607 | -0.27% | 94 | 1.05% | 137 | -3.52% | 98 | -3.92% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.91M | 6.45% | 1.29K |
| Vanguard Total Stock Mkt Idx Inv | 1.44M | 3.19% | -5.56K |
| iShares Russell 2000 ETF | 1.28M | 2.83% | -2.67K |
| Vanguard Small Cap Index | 1.13M | 2.50% | 2.20K |
| Vanguard Information Technology ETF | 862.25K | 1.91% | 3.93K |
| Invesco Water Resources ETF | 785.24K | 1.74% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 667.26K | 1.48% | -4.31K |
| Handelsbanken Global Tema (A1 SEK) | 667.00K | 1.48% | - |
| Vanguard Small Cap Growth Index Inv | 619.91K | 1.37% | -699.00 |
| Fidelity Small Cap Index | 467.34K | 1.04% | -3.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Wright David Marshall | VP, Corp. Controller & CAO | Sell | $6.59K |
| Nov 25, 2024 | Ware Christopher E. | SVP, GC & Corp. Secretary | Sell | $10.90K |
| Nov 25, 2024 | Reeves Donald L. III | SVP, Outcomes | Sell | $27.18K |
| Nov 25, 2024 | Patrick Justin K | SVP, Device Solutions | Sell | $13.05K |
| Nov 25, 2024 | Marcolini John F. | SVP, Networked Solutions | Sell | $27.54K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 9 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 45 |
| 2023 Q4 | - | - |
ITRI Ownership FAQ
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