Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Itron Inc (ITRI)

427 + Investors. Track Smart Money conviction in ITRI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
54%

Smart Money Signals — ITRI

Based on 430 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their ITRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
430 hedge funds hold ITRI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ITRI is almost the same as a year ago (+11 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

230 buying194 selling
Last quarter: 230 funds bought or added vs 194 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 61 → 70 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 23% medium ■ 17% new
259 out of 430 hedge funds have held ITRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~56 new funds/quarter

60 → 82 → 61 → 70 → 56 new funds/Q
New funds entering each quarter: 82 → 61 → 70 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 21% new
Entry-cohort mix of 446 holders: 288 (65%) are 2+ year veterans, 66 entered 1–2 years ago, and 92 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
61 of 425 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ITRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ITRI

In 2026 Q1, 230 hedge funds were net buyers of ITRI (56 opened a new position, 174 added to an existing one), while 194 reduced or exited (133 trimmed, 61 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 43% of total institutional value in ITRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 430.

Hedge Fund Ownership: ITRI

How many hedge funds hold ITRI — quarterly history vs. share price
Quarterly hedge fund ownership of ITRI vs. share price

Market Analysis: ITRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ITRI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Itron Inc (ITRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ITRI has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
ITRI
nan%
XLK
+44.0%

ITRI outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
ITRI
nan%
XLK
+8.6%

Since the filing became public, ITRI outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: ITRI
427 + Investors

Track Smart Money conviction in ITRI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 427 435 -1.84%
13F Shares 52M 51M 2.03%
Total Value $4.52B $4.64B -2.6%
New Positions 55 70 -15
Increased Positions 171 136 +35
Closed Positions 63 90 -27
Reduced Positions 126 173 -47
Total Calls 12 7 71.43%
Total Puts 8 8 -
PUT/CALL Ratio 0.67 1.14 Bullish

Statistics: ITRI

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Financial Highlights

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Institutional Holders (2026 Q1)

427 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ITRI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ITRI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palisades Investment Partners, LLC 2.78% 79,234 $7.1M
2 Graphene Investments SAS 2.05% 34,100 $3.1M
3 Robeco Schweiz AG 1.80% 951,735 $85.3M
4 Aristotle Capital Boston, LLC 1.63% 292,844 $26.3M
5 Impax Asset Management Group plc 1.37% 2,193,148 $196.6M
6 Expect Equity LLC 1.29% 15,012 $1.3M
7 John G Ullman & Associates Inc 0.96% 80,656 $7.2M
8 Tema Etfs LLC 0.86% 143,438 $12.9M
9 Penn Capital Management Company, LLC 0.83% 119,824 $10.8M
10 Soros Fund Management LLC 0.76% 777,335 $69.7M
11 Portman Square Capital LLP 0.64% 185,300 $16.6M
12 Globeflex Capital L P 0.62% 45,491 $4.1M
13 Mitsubishi UFJ Asset Management (UK) Ltd. 0.56% 12,000 $1.1M
14 Mirova 0.51% 139,570 $12.5M
15 Green Alpha Advisors, LLC 0.49% 5,539 $496K
16 Northwest & Ethical Investments L.P. 0.46% 221,558 $19.9M
17 Brant Point Investment Management LLC 0.42% 36,754 $3.3M
18 Systematic Financial Management LP 0.40% 194,099 $17.4M
19 Firsthand Capital Management, Inc. 0.38% 2,000 $179K
20 Dynamic Technology Lab Private Ltd 0.37% 25,340 $2.3M
21 Peregrine Capital Management LLC 0.36% 108,732 $9.7M
22 Integrated Quantitative Investments LLC 0.35% 21,393 $1.9M
23 Oliver Luxxe Assets LLC 0.33% 24,836 $2.2M
24 Pinnacle Associates Ltd 0.32% 274,193 $24.6M
25 Soros Fund Management LLC 0.31% 317,500 $28.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Itron Inc (ITRI)

What does the Smart Money Trend signal show for ITRI?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their ITRI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ITRI?

Slight buying edge — 54% buying: Last quarter: 230 funds bought or added vs 194 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ITRI holders?

Elite ownership — 43% AUM from top-100 funds: 61 of 425 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in ITRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ITRI?

60% of holders stayed for 2+ years: 259 out of 430 hedge funds have held ITRI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Itron Inc (ITRI) following the 2026 Q1 hedge fund 13F filings?

As of today, ITRI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +8.6% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ITRI has gained nan% vs +44.0% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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