Badger Meter, Inc.
US ˙ NYSE ˙ US0565251081

SecurityBMI / Badger Meter, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership540,272 shares
Latest Disclosed Value $ 82,304,883
Dimensional Fund Advisors Lp reports 5.80% increase in ownership of BMI / Badger Meter, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 540,272 shares of Badger Meter, Inc. (US:BMI) valued at $82,310,439 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 510,649 shares of Badger Meter, Inc.. This represents a change in shares of 5.80% during the quarter. The current value of the position is $68,360,616 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F BADGER METER COM 056525108 540,272 29,623 5.80 82,305 -7.59 0.0037
2026-02-12 2025-12-31 13F BADGER METER COM 056525108 510,649 47,467 10.25 89,069 7.69 0.0187
2025-11-12 2025-09-30 13F BADGER METER COM 056525108 463,182 -11,984 -2.52 82,711 -28.94 0.0177
2025-08-12 2025-06-30 13F BADGER METER COM 056525108 475,166 -42,296 -8.17 116,395 18.23 0.0269
2025-05-13 2025-03-31 13F BADGER METER COM 056525108 517,462 -8,052 -1.53 98,444 -11.69 0.0245
2025-02-13 2024-12-31 13F BADGER METER COM 056525108 525,514 -38,777 -6.87 111,476 -9.55 0.0268
2024-11-07 2024-09-30 13F BADGER METER COM 056525108 564,291 -42,363 -6.98 123,244 9.02 0.0299
2024-08-09 2024-06-30 13F BADGER METER COM 056525108 606,654 -56,681 -8.54 113,050 5.33 0.0295
2024-05-10 2024-03-31 13F BADGER METER COM 056525108 663,335 -30,799 -4.44 107,334 0.17 0.0291
2024-02-07 2023-12-31 13F BADGER METER COM 056525108 694,134 -70,378 -9.21 107,155 -2.59 0.0313
2023-11-09 2023-09-30 13F BADGER METER COM 056525108 764,512 -10,128 -1.31 110,005 -3.76 0.0361
2023-08-09 2023-06-30 13F BADGER METER COM 056525108 774,640 -29,255 -3.64 114,306 16.72 0.0364
2023-05-12 2023-03-31 13F BADGER METER COM 056525108 803,895 -36,394 -4.33 97,928 107,513.19 0.0330
2023-02-09 2022-12-31 13F BADGER METER COM 056525108 840,289 -1,199 -0.14 92 -99.88 0.0271
2022-11-10 2022-09-30 13F BADGER METER COM 056525108 841,488 -1,347 -0.16 77,748 14.04 0.0298
2022-08-12 2022-06-30 13F BADGER METER COM 056525108 842,835 -10,155 -1.19 68,174 -19.84 0.0245
2022-05-13 2022-03-31 13F BADGER METER COM 056525108 852,990 -15,448 -1.78 85,052 -8.09 0.0262
2022-02-09 2021-12-31 13F BADGER METER COM 056525108 868,438 -24,166 -2.71 92,539 2.50 0.0280
2021-11-12 2021-09-30 13F BADGER METER COM 056525108 892,604 -7,550 -0.84 90,285 2.22 0.0291
2021-08-12 2021-06-30 13F BADGER METER COM 056525108 900,154 -11,272 -1.24 88,324 4.12 0.0280
2021-05-14 2021-03-31 13F BADGER METER COM 056525108 911,426 -60,201 -6.20 84,828 -7.18 0.0281
2021-03-08 2020-12-31 13F/A-2 BADGER METER COM 056525108 971,627 -51,713 -5.05 91,390 36.62 0.0330
2021-02-11 2020-12-31 13F BADGER METER COM 056525108 971,627 -51,713 91,390 33,005.2104
2020-11-12 2020-09-30 13F BADGER METER COM 056525108 1,023,340 -95,744 -8.56 66,896 -4.99 0.0284
2020-08-13 2020-06-30 13F BADGER METER COM 056525108 1,119,084 -29,317 -2.55 70,410 14.39 0.0309
2020-05-14 2020-03-31 13F BADGER METER COM 056525108 1,148,401 -14,601 -1.26 61,554 -18.49 0.0321
2020-02-14 2019-12-31 13F BADGER METER COM 056525108 1,163,002 -11,204 -0.95 75,515 19.76 0.0275
2019-11-12 2019-09-30 13F BADGER METER COM 056525108 1,174,206 -4,968 -0.42 63,055 -10.41 0.0245
2019-08-13 2019-06-30 13F BADGER METER COM 056525108 1,179,174 -326 -0.03 70,385 7.25 0.0273
2019-08-12 2019-03-31 13F/A-2 BADGER METER COM 056525108 1,179,500 16,491 1.42 65,627 14.67 0.0261
2019-05-10 2019-03-31 13F BADGER METER COM 056525108 1,179,500 16,491 65,627
2019-02-26 2018-12-31 13F/A-1 BADGER METER COM 056525108 1,163,009 22,892 2.01 57,231 -5.20 0.0259
2019-02-13 2018-12-31 13F BADGER METER COM 056525108 1,163,009 22,892 57,231
2018-11-13 2018-09-30 13F BADGER METER COM 056525108 1,140,117 3,011 0.26 60,369 18.77 0.0230
2018-08-10 2018-06-30 13F BADGER METER COM 056525108 1,137,106 15,765 1.41 50,828 -3.86 0.0203
2018-05-11 2018-03-31 13F BADGER METER COM 056525108 1,121,341 2,388 0.21 52,871 -1.15 0.0220
2018-02-12 2017-12-31 13F BADGER METER COM 056525108 1,118,953 624 0.06 53,487 -2.39 0.0222
2017-11-13 2017-09-30 13F BADGER METER COM 056525108 1,118,329 -9,047 -0.80 54,798 21.97 0.0239
2017-08-11 2017-06-30 13F BADGER METER COM 056525108 1,127,376 10,712 0.96 44,926 9.48 0.0207
2017-05-12 2017-03-31 13F BADGER METER COM 056525108 1,116,664 29,226 2.69 41,037 2.13 0.0196
2017-02-09 2016-12-31 13F BADGER METER COM 056525108 1,087,438 8,230 0.76 40,181 11.11 0.0201
2016-11-10 2016-09-30 13F BADGER METER COM 056525108 1,079,208 546,504 102.59 36,164 -7.04 0.0195
2016-08-09 2016-06-30 13F BADGER METER COM 056525108 532,704 3,595 0.68 38,902 10.55 0.0224
2016-05-13 2016-03-31 13F BADGER METER COM 056525108 529,109 16,927 3.30 35,191 17.26 0.0211
2016-02-10 2015-12-31 13F BADGER METER COM 056525108 512,182 9,512 1.89 30,010 2.83 0.0187
2015-11-13 2015-09-30 13F BADGER METER COM 056525108 502,670 21,133 4.39 29,185 -4.54 0.0192
2015-08-14 2015-06-30 13F BADGER METER COM 056525108 481,537 6,050 1.27 30,573 7.27 0.0187
2015-05-14 2015-03-31 13F BADGER METER COM 056525108 475,487 21,969 4.84 28,501 5.88 0.0180
2015-02-06 2014-12-31 13F BADGER METER COM 056525108 453,518 17,132 3.93 26,917 22.26 0.0177
2014-11-13 2014-09-30 13F BADGER METER COM 056525108 436,386 14,536 3.45 22,016 -0.88 0.0156
2014-08-08 2014-06-30 13F BADGER METER COM 056525108 421,850 24,391 6.14 22,211 1.42 0.0154
2014-05-14 2014-03-31 13F BADGER METER COM 056525108 397,459 9,250 2.38 21,899 3.50 0.0164
2014-02-12 2013-12-31 13F BADGER METER COM 056525108 388,209 6,015 1.57 21,158 19.05 0.0165
2013-11-13 2013-09-30 13F BADGER METER COM 056525108 382,194 -4,128 -1.07 17,772 3.26 0.0154
2013-08-15 2013-06-30 13F BADGER METER COM 056525108 386,322 386,322 17,211 0.0162
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.