13FPulse
IT

ITRI ITRON INC

2026Q2 · CUSIP 465741106 · Power & Grid · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
404
Institutions that reported holding it to the SEC
Net decrease in holders
24
Last quarter 428 → now 404
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

404 funds held ITRI at the end of 2026Q2, down 24 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.3B(YoY -5.7%), the P/E is 15.9x, return on equity is 17.0%. ITRI has had 13 buying rushes in its history, and the price moved +3.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Power & Grid.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=224 2013Q4: holders=229 2014Q1: holders=204 2014Q2: holders=213 2014Q3: holders=211 2014Q4: holders=199 2015Q1: holders=205 2015Q2: holders=189 2015Q3: holders=174 2015Q4: holders=172 2016Q1: holders=192 2016Q2: holders=199 2016Q3: holders=226 2016Q4: holders=241 2017Q1: holders=227 2017Q2: holders=237 2017Q3: holders=238 2017Q4: holders=241 2018Q1: holders=245 2018Q2: holders=220 2018Q3: holders=232 2018Q4: holders=221 2019Q1: holders=228 2019Q2: holders=234 2019Q3: holders=244 2019Q4: holders=254 2020Q1: holders=260 2020Q2: holders=251 2020Q3: holders=229 2020Q4: holders=238 2021Q1: holders=279 2021Q2: holders=248 2021Q3: holders=260 2021Q4: holders=259 2022Q1: holders=262 2022Q2: holders=247 2022Q3: holders=242 2022Q4: holders=247 2023Q1: holders=248 2023Q2: holders=278 2023Q3: holders=279 2023Q4: holders=307 2024Q1: holders=380 2024Q2: holders=411 2024Q3: holders=423 2024Q4: holders=433 2025Q1: holders=425 2025Q2: holders=458 2025Q3: holders=466 2025Q4: holders=436 2026Q1: holders=428 2026Q2: holders=404 -73 -36.5 +0 +36.5 +73 154322490 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 10% -22.7% -21.8%
2024Q2 Top 10% +21.1% +0.8%
2024Q1 Top 5% -9.7% +5.4%
2023Q4 Top 20% +42.5% +28.8%
2023Q2 Top 10% -2.5% +15.0%
2021Q3 Top 20% -19.4% -25.8%
2021Q1 Top 10% -12.8% -19.8%
2020Q1 Top 20% +8.2% +20.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
202
Change in large funds
+1
Total value they hold
$4.4B
Funds buying for the first time
61
Funds that sold out entirely
85
Price change that quarter
+17.7%
Funds holding puts (bearish)
8
Funds holding calls (bullish)
10

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.9
EPS (TTM)
$5.98
EPS YoY
+2.2%
Revenue (TTM)
$2.3B
Revenue YoY
-5.7%
Net margin
11.9%
ROE
17.0%
Debt ratio
59.0%
FCF (TTM)
$385M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.09 2022-12-31: EPS 0.49 2023-03-31: EPS -0.26 2023-06-30: EPS 0.53 2023-09-30: EPS 0.87 2023-12-31: EPS 0.97 2024-03-31: EPS 1.12 2024-06-30: EPS 1.10 2024-09-30: EPS 1.70 2024-12-31: EPS 1.26 2025-03-31: EPS 1.42 2025-06-30: EPS 1.47 2025-09-30: EPS 1.41 2025-12-31: EPS 2.20 2026-03-31: EPS 1.18 2026-06-30: EPS 1.19 0M 318M 635M $M -0.29 1.07 2.42 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 11 47 83 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-42M36M113M 20162017201820192020202120222023202420252026
Latest quarter $79M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.