Jeremy Grantham's ITRI Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 447,140 shares of Itron, Inc. (ITRI) worth $40.08 M, representing 0.10% of the portfolio. First purchased in 2019-Q4, this short-term holding has been held for 7 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in ITRI for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 226,019 shares. Largest reduction occurred in Q2 2020, reducing 54,233 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Itron (ITRI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Itron (ITRI) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +226,019 | Add 102.22% | 447,140 | $89.63 |
| Q4 2025 | +83,021 | Add 60.12% | 221,121 | $92.86 |
| Q3 2025 | +62,100 | Add 81.71% | 138,100 | $124.56 |
| Q2 2025 | +76,000 | New Buy | 76,000 | $131.63 |
| Q2 2020 | -54,233 | Sold Out | 0 | $0.00 |
| Q1 2020 | +50,933 | Add 1543.42% | 54,233 | $55.83 |
| Q4 2019 | +3,300 | New Buy | 3,300 | $83.94 |
Jeremy Grantham's Itron Investment FAQs
Jeremy Grantham first purchased Itron, Inc. (ITRI) in Q4 2019, acquiring 3,300 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Itron, Inc. (ITRI) for 7 quarters since Q4 2019.
Jeremy Grantham's largest addition to Itron, Inc. (ITRI) was in Q1 2026, adding 447,140 shares worth $40.08 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 447,140 shares of Itron, Inc. (ITRI), valued at approximately $40.08 M.
As of the Q1 2026 filing, Itron, Inc. (ITRI) represents approximately 0.10% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Itron, Inc. (ITRI) was 447,140 shares, as reported at the end of Q1 2026.