ZIM
BMI icon

Zacks Investment Management’s Badger Meter BMI Stock Holding History

Zacks Investment Management’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,259
Closed -$4.23M – 757
2025
Q2 		$4.23M Sell
17,259
-385
-2% -$87.2K 0.04% 231
2025
Q1 		$3.36M Buy
17,644
+837
+5% +$175K 0.03% 263
2024
Q4 		$3.57M Buy
16,807
+1,363
+9% +$297K 0.03% 265
2024
Q3 		$3.37M Buy
+15,444
New +$3.1M 0.03% 268
2024
Q2 		– Sell
-12,768
Closed -$2.07M – 645
2024
Q1 		$2.07M Buy
12,768
+1,979
+18% +$304K 0.02% 304
2023
Q4 		$1.67M Sell
10,789
-417
-4% -$60.7K 0.02% 314
2023
Q3 		$1.61M Buy
11,206
+251
+2% +$39.6K 0.02% 307
2023
Q2 		$1.62M Buy
10,955
+93
+0.9% +$12.8K 0.02% 309
2023
Q1 		$1.32M Buy
10,862
+138
+1% +$16.1K 0.02% 327
2022
Q4 		$1.17M Sell
10,724
-745
-6% -$80.9K 0.02% 337
2022
Q3 		$1.06M Buy
11,469
+1,923
+20% +$178K 0.02% 334
2022
Q2 		$772K Buy
9,546
+5,143
+117% +$425K 0.01% 371
2022
Q1 		$439K Buy
+4,403
New +$431K 0.01% 457
2016
Q4 		– Sell
-12,538
Closed -$420K – 644
2016
Q3 		$420K Sell
12,538
-10,966
-47% -$379K 0.01% 464
2016
Q2 		$858K Buy
+23,504
New +$840K 0.03% 357

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Zacks Investment Management's BMI Position: Q3 2025 in Review

Zacks Investment Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 17,259 shares — an estimated $4.23M sold.

Zacks Investment Management first reported a position in BMI in Q2 2016 and held it in 15 quarters. The position peaked at $4.23M in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Zacks Investment Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 17,259 Badger Meter shares in Q3 2025, an estimated $4.23M.
  • Zacks Investment Management first reported a position in Badger Meter in Q2 2016 and held it in 15 quarters.
  • Zacks Investment Management's Badger Meter position peaked at $4.23M in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.