Who owns ITRI (ITRI)
Which tracked institutional funds hold ITRI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ITRI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
97 tracked funds added or opened ITRI while 111 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ITRI’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ITRI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ITRI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 433 tracked filers holding ITRI, 224 increased or opened the position and 195 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ITRI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$314M
- VANGUARD CAPITAL MANAGEMENT LLC$181M
- VANGUARD FIDUCIARY TRUST CO$27M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9M
- CI INVESTMENTS INC.$8M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
Full exits 31
- VANGUARD GROUP INC$538M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$18M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10M
- NEOS Investment Management LLC$9M
- HITE Hedge Asset Management LLC$9M
- Squarepoint Ops LLC$8M
Largest adds
- Impax Asset Management Group plc$71M
- Robeco Schweiz AG$46M
- SOROS FUND MANAGEMENT LLC$35M
- MACKENZIE FINANCIAL CORP$30M
- DEUTSCHE BANK AG\$24M
- BNP PARIBAS FINANCIAL MARKETS$21M
Largest trims
- BlackRock, Inc.$221M
- Amundi$58M
- Invesco Ltd.$51M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$44M
- Qube Research & Technologies Ltd$33M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$28M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 4,999,860 | $448M | 9.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,506,667 | $314M | 6.6% | 2026-Q1 |
| Impax Asset Management Group plc added | 2,193,148 | $197M | 4.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,014,120 | $181M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 1,805,680 | $162M | 3.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,551,550 | $139M | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,536,081 | $138M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,186,106 | $106M | 2.2% | 2026-Q1 |
| Amundi added | 1,070,301 | $96M | 2.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,053,386 | $94M | 2.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 969,228 | $87M | 1.8% | 2026-Q1 |
| Robeco Schweiz AG added | 951,735 | $85M | 1.8% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 777,335 | $70M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 768,091 | $69M | 1.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 673,420 | $60M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 531,494 | $56M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 590,920 | $53M | 1.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 579,938 | $52M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 570,502 | $51M | 1.1% | 2026-Q1 |
| UBS Group AG added | 555,600 | $50M | 1.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 544,444 | $49M | 1.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 521,407 | $47M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 509,967 | $46M | 1.0% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 503,546 | $45M | 0.9% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 488,883 | $44M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 486,755 | $44M | 0.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 461,761 | $41M | 0.9% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 449,392 | $40M | 0.8% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 447,140 | $40M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 432,809 | $39M | 0.8% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 334,225 | $30M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 322,095 | $29M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 321,017 | $29M | 0.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 309,585 | $28M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 306,556 | $27M | 0.6% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 292,844 | $26M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 292,301 | $26M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 289,983 | $26M | 0.5% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 274,193 | $25M | 0.5% | 2026-Q1 |
| BANK OF NOVA SCOTIA trimmed | 256,295 | $23M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 252,488 | $23M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 257,708 | $22M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 241,094 | $22M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 239,813 | $21M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 238,150 | $21M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 233,289 | $21M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 223,829 | $20M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 223,220 | $20M | 0.4% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 222,684 | $20M | 0.4% | 2026-Q1 |
| Northwest & Ethical Investments L.P. added | 221,558 | $20M | 0.4% | 2026-Q1 |
| Raiffeisen Bank International AG trimmed | 236,000 | $20M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 220,628 | $20M | 0.4% | 2026-Q1 |
| DNB Asset Management AS added | 213,528 | $19M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 203,165 | $18M | 0.4% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 194,099 | $17M | 0.4% | 2026-Q1 |
| Banco Santander, S.A. trimmed | 190,922 | $17M | 0.4% | 2026-Q1 |
| Erste Asset Management GmbH trimmed | 198,390 | $17M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 183,742 | $16M | 0.3% | 2026-Q1 |
| Tidal Investments LLC added | 181,760 | $16M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 170,251 | $15M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 178,844 | $15M | 0.3% | 2026-Q1 |
| Man Group plc added | 164,518 | $15M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 163,826 | $15M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 161,228 | $14M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 158,089 | $14M | 0.3% | 2026-Q1 |
| Swiss Life Asset Management Ltd added | 154,481 | $14M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 150,959 | $14M | 0.3% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 149,250 | $13M | 0.3% | 2026-Q1 |
| Tema ETFs LLC added | 143,438 | $13M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 143,238 | $13M | 0.3% | 2026-Q1 |
| MIROVA added | 139,570 | $13M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 129,294 | $12M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 125,226 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 124,174 | $11M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 123,344 | $11M | 0.2% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 119,824 | $11M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 119,416 | $11M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,507 | $11M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 113,053 | $10M | 0.2% | 2026-Q1 |
| Capital World Investors | 112,638 | $10M | 0.2% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 108,732 | $10M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 103,930 | $9M | 0.2% | 2026-Q1 |
| Guinness Asset Management LTD added | 94,293 | $8M | 0.2% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 92,327 | $8M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,793,037 | $538M | 11.3% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 764,826 | $95M | 2.0% | 2025-Q3 stale |
| PGGM Investments added | 362,558 | $48M | 1.0% | 2025-Q2 stale |
| OBERWEIS ASSET MANAGEMENT INC/ trimmed | 284,150 | $35M | 0.7% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ new | 250,000 | $33M | 0.7% | 2025-Q2 stale |
| ADAMS NATURAL RESOURCES FUND, INC. added | 64,400 | $30M | 0.6% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 197,536 | $18M | 0.4% | 2025-Q4 stale |
| AXA S.A. added | 138,253 | $18M | 0.4% | 2025-Q2 stale |
| MOORE CAPITAL MANAGEMENT, LP added | 101,853 | $13M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 101,614 | $13M | 0.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 93,800 | $12M | 0.3% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 111,914 | $10M | 0.2% | 2025-Q4 stale |
| Ion Asset Management Ltd. | 72,000 | $9M | 0.2% | 2025-Q3 stale |
| NEOS Investment Management LLC added | 96,566 | $9M | 0.2% | 2025-Q4 stale |
| HITE Hedge Asset Management LLC new | 92,298 | $9M | 0.2% | 2025-Q4 stale |
| Squarepoint Ops LLC added | 89,758 | $8M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.