InvestorLens

ITRI — ITRON INC

Industrials

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ITRI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
47
Macro Tailwind
Macro conditions are mixed for this sector
62
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their ITRI position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 62/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (George Soros, Howard Marks)
  • +5 tracked investors reported holding ITRI at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Industrialssource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ITRON INC (ITRI)

ITRON INC (ITRI) appears in the most recent 13F filings of 5 tracked institutional investors. ITRON INC is classified in the Industrials sector. The largest disclosed position is held by George Soros (Soros Fund Management), valued at $98M. Across recent filings, tracked investors recorded 11 new positions, 5 increased, 3 reduced, and 9 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ITRI

57
/100
Mixed Activity
Added / Increased16
Reduced3
Exited9
BearishBullish
Crowded Trade Score™

How many top investors track ITRI

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ITRI Ownership Composition

How ITRON INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Macro
59% of tracked value
Institutions
5
tracked investors
Total Reported
$166.3M
combined 13F value
Types3
  • Macro59.2%
  • Multi-Strategy / Quant34.1%
  • Value & Distressed6.7%
Macro(1)
59.2%
Multi-Strategy / Quant(3)
34.1%
Value & Distressed(1)
6.7%

Tracked investors currently reporting ITRI

2 tracked investors have since exited this position — listed separately below.

  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    1.1M
    Value
    $98.5M
    % Portfolio
    1.21%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    414.8K
    Value
    $35.9M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    182K
    Value
    $15.7M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    5M
    Value
    $5M
    % Portfolio
    0.01%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    11.2M
    Value
    $11.2M
    % Portfolio
    0.16%

Previously held ITRI

These investors reported ITRI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp98.5K$8.8MMar 31, 2026
Ray DalioBridgewater Associates14.3K$1.3MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold ITRI?
5 tracked institutional investors disclosed a position in ITRI (ITRON INC) in their most recent 13F filing.
Who is the largest institutional holder of ITRI?
George Soros, Soros Fund Management, holds the largest disclosed position in ITRI, valued at $98M.
Did institutional ownership of ITRI increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 5 increased, 3 reduced, and 9 fully exited ITRI.
What sector is ITRI in?
ITRON INC is classified in the Industrials GICS sector.
Where does this ITRI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.