OBERWEIS ASSET MANAGEMENT INC/ BMI — Badger Meter

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  ·  4 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Badger Meter (BMI) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.67% in 2024 Q3. The latest visible filing shows BMI at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OBERWEIS ASSET MANAGEMENT INC/'s position in Badger Meter, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BMI was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMI stock page OBERWEIS ASSET MANAGEMENT INC/ fund profile OBERWEIS ASSET MANAGEMENT INC/ full holdings
How OBERWEIS ASSET MANAGEMENT INC/ held BMI — position size vs. price
% of Fund (quarterly)    BMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 72,610 +12,700 +21.2% 0.50% $13.0M 2025-11-17 $173.73
2025 Q2 REDUCED — — — 59,910 -390 -0.6% 0.64% $14.7M 2025-08-14 $189.72
2024 Q3 ADDED — — — 60,300 +9,100 +17.8% 0.67% $13.2M 2024-11-14 $217.09
2024 Q2 INITIATED — — — 51,200 — — 0.58% $9.5M 2024-08-14 $194.22

🏢 Other funds also holding BMI

As of 2026 Q1 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 3.04% Palisades Investment Partners, LLC 3Y 7Y 2.12% Farrow Financial, Inc. 1.43% Belpointe Asset Management LLC 3Y 7Y 1.0% Boston Trust Walden Corp 3Y 7Y 0.66% Plus Group Wealth Advisors LLC 0.62% Values First Advisors, Inc. 3Y 0.57% Granite Investment Partners, LLC 3Y 7Y 0.57% OLD SECOND NATIONAL BANK OF AURORA 3Y 7Y 0.54% Cardinal Capital Management 3Y 7Y 0.41%

FAQ About OBERWEIS ASSET MANAGEMENT INC/ and BMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning BMI?

OBERWEIS ASSET MANAGEMENT INC/ reported BMI across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported BMI position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for BMI was 0.67% in 2024 Q3.

What is the latest reported BMI position on this page?

The most recent filing on this page is 2025 Q3, when OBERWEIS ASSET MANAGEMENT INC/ reported 72,610 shares, equal to 0.50% of portfolio, with an estimated market value of $13.0M.

What does the chart on this BMI ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'s quarterly BMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OBERWEIS ASSET MANAGEMENT INC/ time their BMI position?

Based on 13F filing dates vs. subsequent BMI price moves, OBERWEIS ASSET MANAGEMENT INC/ correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BMI relative to SPY over the holding period was -18.0%.

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