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Itron, Inc.

ITRI Technology
$96.08 $-1.07 (-1.10%)
Market Cap: $4.32 B
Gurus Holding
9
Popularity Rank
#701
% of Shares Held
3.19%
Net Activity (Q4 2025)
+$32.77 M

Guru Ownership Trend

Guru Analysis for Itron, Inc. (ITRI)

Itron, Inc. (ITRI), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $137.63 M.

Top institutional holders include Renaissance Technologies and George Soros.

Institutional sentiment is currently Bullish. This is evidenced by a $32.77 M net inflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Ray Dalio reduced exposure by 72.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$43.4 M
Total Buy Value
New Buys 1
Additions 4
-$10.64 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Itron, Inc. (ITRI)

Major holders include Renaissance Technologies ($38.95 M), George Soros ($34.84 M), Paul Tudor Jones ($26.2 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.43 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $32.77 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited ITRI. The total reported sell value was $10.64 M.

Yes, 1 managers opened new positions in ITRI, and 4 increased their existing holdings. The total reported buy value was $43.4 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -15.2% 419,461 $38.95 M Q4 2025
0.40% New Buy 375,219 $34.84 M Q4 2025
0.05% Add 2.7% 282,102 $26.2 M Q4 2025
0.05% Add 60.1% 221,121 $20.53 M Q4 2025
0.00% Reduce -26.8% 60,241 $5.59 M Q4 2025
0.05% Reduce -1.0% 51,000 $4.74 M Q4 2025
0.00% Add 7.3% 8,815 $818,561 Q4 2025
0.01% Add 15.8% 8,068 $749,194 Q4 2025
0.00% Reduce -72.6% 6,455 $599,411 Q4 2025
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Value
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