Badger Meter, Inc. (BMI)
Milwaukee, WI, US
Badger Meter, Inc. (BMI) provides a comprehensive range of solutions for flow measurement, quality assessment, control, and communication. Operating globally, the company serves markets across North America, Europe, Asia, and the Middle East. For municipal water utilities, BMI supplies both conventional and advanced water meters, complemented by associated radio, software, and service technologies. Additionally, Badger Meter engineers and produces a variety of flow instrumentation devices, including meters, valves, and sensing tools. These instruments are vital for measuring and controlling the flow of various substances—from water, air, and steam to oil and other liquids and gases—within industrial piping and pipelines. They are incorporated by original equipment manufacturers (OEMs) as primary measurement components within their products or systems and distributed through manufacturer representatives. Key applications for this instrumentation span water/wastewater treatment, heating, ventilation, and air conditioning (HVAC) systems, and corporate sustainability efforts. The company further innovates with its ORION suite of automatic meter reading (AMR) technologies, encompassing ORION Migratable, ORION (SE) for traditional fixed networks, and ORION Cellular for infrastructure-free fixed network solutions. Its BEACON advanced metering analytics platform, a secure cloud-hosted software, empowers users with alerts for specified conditions and consumer engagement tools to visualize and manage water usage. Serving a broad customer base, including water utilities, industrial clients, and other sectors, Badger Meter sells its offerings directly and through a network of resellers and representatives. Founded in 1905, Badger Meter, Inc. is headquartered in Milwaukee, Wisconsin.
32 articles
- Bronstein, Gewirtz & Grossman LLC Urges Badger Meter, Inc. Investors to Act: Class Action Filed Alleging Investor Harm GlobeNewsWire
- Bronstein, Gewirtz & Grossman LLC Urges Badger Meter, Inc. Investors to Act: Class Action Filed Alleging Investor Harm Newsfile Corp
- Lost Money on Badger Meter, Inc. (BMI)? Join Class Action Suit Seeking Recovery - Contact SueWallSt PRNewsWire
- "Britain's Warren Buffett" Pared Down Every Single Stock in His Nearly $13 Billion Portfolio in the First Quarter, With One Exception Fool - Investing News
- BMI UPCOMING DEADLINE: Levi & Korsinsky Alerts Badger Meter, Inc. Stockholders of Securities Class Action - Contact the Firm Globe News Wire
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.67% | -1.06% | +2.47% | -18.72% | -30.60% | -28.96% | -50.08% | -11.30% | +29.52% | +230.40% | +11,588.68% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | -1 |
| Buy | 4 | 0 |
| Hold | 5 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
140.00
-0.3%
|
| Last Quarter | 5 |
147.60
+5.1%
|
| Last Year | 20 |
186.45
+32.8%
|
| All Time | 31 |
194.52
+38.6%
|
-
Revenue growth Industrial - Machinery: +7.4%+10.9% ★ Q1'26: -9.0% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%+13.2% Q1'26: -28.5% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+17.6% Q1'26: +14.6% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%+20.6% ★ Q1'26: +17.4% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%+29.1% ★ Q1'26: +21.8% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%+0.1% Q1'26: -0.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×0.00× ★ Q1'26: 0.00× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2000 actual |
Dec 2001 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 7 EPS Ana. |
Dec 2027 6 Rev. Ana. 7 EPS Ana. |
Dec 2028 4 Rev. Ana. 4 EPS Ana. |
Dec 2029 3 Rev. Ana. 2 EPS Ana. |
Dec 2030 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
146.39M
est: 186.24M (-21.4%)
|
138.54M
est: 204.54M (-32.3%)
|
183.99M
est: 178.30M (+3.2%)
|
205.01M
est: 198.98M (+3.0%)
|
216.65M
est: 218.11M (-0.7%)
|
229.75M
est: 234.45M (-2.0%)
|
234.82M
est: 241.18M (-2.6%)
|
279.55M
est: 241.56M (+15.7%)
|
250.34M
est: 240.87M (+3.9%)
|
276.63M
est: 258.25M (+7.1%)
|
262.92M
est: 364.06M (-27.8%)
|
319.66M
est: 281.49M (+13.6%)
|
334.12M
est: 448.36M (-25.5%)
|
364.77M
est: 386.30M (-5.6%)
|
377.70M
est: 373.77M (+1.1%)
|
393.76M
est: 396.38M (-0.7%)
|
402.44M
est: 404.07M (-0.4%)
|
433.73M
est: 432.88M (+0.2%)
|
424.63M
est: 425.70M (-0.3%)
|
425.54M
est: 422.32M (+0.8%)
|
505.20M
est: 495.57M (+1.9%)
|
565.57M
est: 562.60M (+0.5%)
|
703.59M
est: 781.57M (-10.0%)
|
826.56M
est: 823.40M (+0.4%)
|
916.66M
est: 927.32M (-1.1%)
|
911.83M
896.30M – 931.08M
-1.7% YoY
|
982.83M
961.75M – 1.01B
+7.8% YoY
|
1.07B
1.07B – 1.07B
+9.0% YoY
|
1.16B
1.14B – 1.18B
+8.3% YoY
|
1.30B
1.28B – 1.32B
+12.0% YoY
|
| EBITDA |
17.09M
est: 19.99M (-14.5%)
|
12.87M
est: 14.23M (-9.6%)
|
21.86M
est: 14.50M (+50.7%)
|
28.05M
est: 23.72M (+18.3%)
|
33.52M
est: 28.35M (+18.2%)
|
35.80M
est: 24.78M (+44.5%)
|
37.08M
est: 28.60M (+29.6%)
|
47.95M
est: 36.71M (+30.6%)
|
42.24M
est: 55.52M (-23.9%)
|
53.28M
est: 48.80M (+9.2%)
|
37.03M
est: 40.74M (-9.1%)
|
56.52M
est: 45.43M (+24.4%)
|
52.60M
est: 56.45M (-6.8%)
|
61.71M
est: 63.24M (-2.4%)
|
62.97M
est: 75.13M (-16.2%)
|
73.21M
est: 71.22M (+2.8%)
|
80.02M
est: 79.84M (+0.2%)
|
61.32M
est: 61.70M (-0.6%)
|
86.01M
est: 88.41M (-2.7%)
|
90.23M
est: 78.97M (+14.3%)
|
106.47M
est: 92.71M (+14.8%)
|
113.41M
est: 103.04M (+10.1%)
|
146.03M
est: 225.46M (-35.2%)
|
190.12M
est: 237.53M (-20.0%)
|
223.24M
est: 267.51M (-16.5%)
|
263.04M
258.56M – 268.59M
-1.7% YoY
|
283.52M
277.44M – 290.63M
+7.8% YoY
|
308.95M
308.82M – 309.08M
+9.0% YoY
|
334.69M
328.49M – 340.98M
+8.3% YoY
|
375.01M
368.07M – 382.07M
+12.0% YoY
|
| EBIT |
11.02M
est: 13.33M (-17.3%)
|
6.07M
est: 7.25M (-16.3%)
|
14.10M
est: 9.47M (+49.0%)
|
19.59M
est: 18.85M (+3.9%)
|
27.16M
est: 23.29M (+16.6%)
|
28.79M
est: 28.13M (+2.3%)
|
30.62M
est: 25.52M (+19.9%)
|
40.90M
est: 32.12M (+27.3%)
|
42.24M
est: 39.51M (+6.9%)
|
44.82M
est: 41.13M (+9.0%)
|
27.53M
est: 29.42M (-6.4%)
|
44.47M
est: 35.70M (+24.6%)
|
39.11M
est: 41.33M (-5.4%)
|
47.75M
est: 46.81M (+2.0%)
|
43.17M
est: 50.36M (-14.3%)
|
50.77M
est: 49.22M (+3.1%)
|
55.62M
est: 55.36M (+0.5%)
|
37.01M
est: 55.01M (-32.7%)
|
61.86M
est: 63.85M (-3.1%)
|
65.01M
est: 56.68M (+14.7%)
|
78.62M
est: 68.34M (+15.0%)
|
87.72M
est: 77.46M (+13.2%)
|
117.92M
est: 210.67M (-44.0%)
|
157.94M
est: 221.94M (-28.8%)
|
188.66M
est: 249.95M (-24.5%)
|
245.78M
241.59M – 250.97M
-1.7% YoY
|
264.91M
259.23M – 271.56M
+7.8% YoY
|
288.68M
288.56M – 288.80M
+9.0% YoY
|
312.72M
306.93M – 318.61M
+8.3% YoY
|
350.40M
343.92M – 357.00M
+12.0% YoY
|
| Net Income |
6.94M
est: 8.24M (-15.7%)
|
3.36M
est: 4.00M (-16.0%)
|
7.58M
est: 4.94M (+53.4%)
|
9.63M
est: 8.44M (+14.1%)
|
13.25M
est: 12.77M (+3.8%)
|
7.55M
est: 6.92M (+9.1%)
|
16.46M
est: 13.62M (+20.8%)
|
25.08M
est: 19.75M (+27.0%)
|
34.17M
est: 31.85M (+7.3%)
|
28.66M
est: 26.27M (+9.1%)
|
19.16M
est: 20.57M (-6.8%)
|
28.03M
est: 22.62M (+23.9%)
|
24.62M
est: 25.96M (-5.2%)
|
29.68M
est: 30.15M (-1.6%)
|
25.94M
est: 30.84M (-15.9%)
|
32.30M
est: 31.41M (+2.8%)
|
34.57M
est: 34.44M (+0.4%)
|
27.79M
est: 27.96M (-0.6%)
|
47.18M
est: 48.46M (-2.6%)
|
49.34M
est: 42.91M (+15.0%)
|
60.88M
est: 52.85M (+15.2%)
|
66.50M
est: 59.74M (+11.3%)
|
92.60M
est: 112.88M (-18.0%)
|
124.94M
est: 128.00M (-2.4%)
|
141.63M
est: 143.03M (-1.0%)
|
136.76M
124.73M – 144.83M
-4.4% YoY
|
154.36M
135.46M – 160.50M
+12.9% YoY
|
174.13M
167.90M – 176.66M
+12.8% YoY
|
190.87M
186.28M – 195.54M
+9.6% YoY
|
217.93M
212.68M – 223.26M
+14.2% YoY
|
| SGA |
42.00M
est: 50.75M (-17.2%)
|
38.43M
est: 47.09M (-18.4%)
|
46.42M
est: 35.44M (+31.0%)
|
47.28M
est: 46.64M (+1.4%)
|
49.92M
est: 50.07M (-0.3%)
|
47.84M
est: 48.30M (-1.0%)
|
50.78M
est: 45.41M (+11.8%)
|
57.56M
est: 45.39M (+26.8%)
|
54.77M
est: 51.61M (+6.1%)
|
58.00M
est: 54.01M (+7.4%)
|
62.29M
est: 72.48M (-14.1%)
|
77.78M
est: 63.62M (+22.2%)
|
77.88M
est: 87.68M (-11.2%)
|
85.10M
est: 89.18M (-4.6%)
|
93.41M
est: 112.63M (-17.1%)
|
99.81M
est: 97.23M (+2.7%)
|
100.12M
est: 100.10M (+0.0%)
|
125.34M
est: 105.25M (+19.1%)
|
101.67M
est: 104.24M (-2.5%)
|
103.24M
est: 91.48M (+12.9%)
|
126.88M
est: 110.87M (+14.4%)
|
132.81M
est: 120.06M (+10.6%)
|
139.39M
est: 139.32M (+0.1%)
|
171.25M
est: 146.77M (+16.7%)
|
—
est: 165.30M (-100.0%)
|
162.54M
159.77M – 165.97M
-1.7% YoY
|
175.19M
171.43M – 179.59M
+7.8% YoY
|
190.91M
190.83M – 190.99M
+9.0% YoY
|
206.81M
202.98M – 210.70M
+8.3% YoY
|
231.73M
227.44M – 236.09M
+12.0% YoY
|
| EPS |
0.26
est: 0.39 (-33.3%)
|
0.13
est: 0.22 (-40.9%)
|
0.30
est: 0.18 (+71.4%)
|
0.37
est: 0.29 (+29.8%)
|
0.49
est: 0.41 (+21.0%)
|
0.27
est: 0.50 (-46.0%)
|
0.58
est: 0.55 (+5.5%)
|
0.86
est: 0.63 (+37.6%)
|
1.16
est: 0.83 (+39.8%)
|
0.96
est: 0.82 (+17.1%)
|
0.64
est: 0.97 (-33.7%)
|
0.98
est: 0.75 (+31.5%)
|
0.86
est: 1.14 (-24.6%)
|
1.03
est: 1.10 (-6.4%)
|
0.90
est: 0.94 (-4.3%)
|
1.12
est: 1.14 (-2.1%)
|
1.20
est: 1.18 (+1.6%)
|
0.96
est: 1.06 (-9.2%)
|
1.63
est: 1.62 (+0.4%)
|
1.70
est: 1.69 (+0.9%)
|
2.09
est: 1.96 (+6.6%)
|
2.28
est: 2.29 (-0.3%)
|
3.16
est: 3.85 (-17.9%)
|
4.26
est: 4.28 (-0.5%)
|
4.82
est: 4.82 (0.0%)
|
4.50
4.22 – 4.90
-6.7% YoY
|
4.94
4.58 – 5.43
+9.8% YoY
|
5.77
5.68 – 5.97
+16.9% YoY
|
6.46
6.30 – 6.61
+11.8% YoY
|
7.37
7.19 – 7.55
+14.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Maxim Group | Buy | Hold | Downgrade |
| 2026-04-20 | Stifel | Buy | Buy | Maintain |
| 2026-04-17 | JP Morgan | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 4.96M | 17.00% | 4.85M | — | 4.96M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 3.39M | 11.60% | — | 55.5K | 3.31M | 81.6K | IA | — | 2022-02-09 | ↗ |
| 3 | STATE STREET CORPORATION | 1.72M | 5.87% | — | 1.64M | — | 1.72M | HC | BOSTON, MASSACHUSETTS | 2022-02-10 | ↗ |
| 4 | PowerShares Capital Management, LLC | 1.32M | 9.39% | 1.32M | — | 1.32M | — | IA, HC | England | 2007-02-14 | ↗ |
| 5 | Mairs and Power, Inc. 41 - 0844499 | 1.26M | 8.70% | 932.5K | — | 1.26M | — | IA | St. Paul, Minnesota | 2015-02-13 | ↗ |
| 6 | 52-0556948 | 1.24M | 4.20% | 355.9K | — | 1.24M | — | IA | Maryland | 2017-02-06 | ↗ |
| 7 | BlackRock for purposes of Schedule 13G filings. | 1.12M | 7.51% | 1.12M | — | 1.12M | — | HC | Delaware | 2010-01-29 | ↗ |
| 8 | Impax Asset Management Group plc | 1.09M | 11.00% | 1.09M | — | 1.09M | — | HC | Reporting Person | 2022-02-14 | ↗ |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 1.02M | 3.52% | 743.3K | 280.2K | 743.3K | 280.2K | IA | — | 2020-02-14 | ↗ |
| 10 | Impax Asset Management Limited | 787.6K | 11.00% | 787.6K | — | 787.6K | — | IA | — | 2022-02-14 | ↗ |
| 11 | (52-1575325) | 705.7K | 4.80% | 705.7K | — | — | — | IV | Maryland | 2008-02-13 | ↗ |
| 12 | Edward C. Johnson 3d | 600.0K | 4.17% | — | — | 600.0K | — | IN | United States of America | 2007-09-10 | ↗ |
| 13 | FMR Corp. | 600.0K | 4.17% | — | — | 600.0K | — | HC | Delaware | 2007-09-10 | ↗ |
| 14 | Impax Asset Management (AIFM) Limited | 303.6K | 11.00% | 303.6K | — | 303.6K | — | IA | Reporting Person | 2022-02-14 | ↗ |
| 15 | Neuberger Berman Group LLC | 41.7K | 0.14% | — | 41.7K | — | 41.7K | HC | Delaware | 2016-11-09 | ↗ |
| 16 | Neuberger Berman Investment Advisers LLC | 41.7K | 0.14% | — | 41.7K | — | 41.7K | IA | Delaware | 2016-11-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | CAPITAL INNOVATIONS LLC | 39.4K +39.4K (+100.0%) | 6.87B +6.9B (+100.0%) | 0.13% +0.134 pp | 1.96% +1.956 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 5.13M -71.9K (-1.4%) | 894.62M -34.2M (-3.7%) | 17.46% -0.232 pp | 0.02% -0.001 pp | USD218.26 -20.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 3.98M +19.6K (+0.5%) | 694.13M -13.1M (-1.9%) | 13.55% +0.077 pp | 0.01% -0.001 pp | USD53.59 +225.5% | 84 qtrs — |
| 4 | STATE STREET CORP | 1.46M +55.6K (+4.0%) | 254.39M +3.8M (+1.5%) | 4.97% +0.193 pp | 0.01% 0.000 pp | USD88.21 +97.7% | 51 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 876.9K +4.0K (+0.5%) | 152.95M -2.9M (-1.9%) | 2.99% +0.016 pp | 0.01% -0.001 pp | USD95.24 +83.1% | 78 qtrs — |
| 6 | INVESCO LTD. | 766.1K -204.1K (-21.0%) | 133.61M -39.6M (-22.9%) | 2.61% -0.693 pp | 0.02% -0.007 pp | USD140.24 +24.4% | 57 qtrs — |
| 7 | PICTET ASSET MANAGEMENT HOLDING SA | 754.4K +212.4K (+39.2%) | 131.59M +34.8M (+36.0%) | 2.57% +0.723 pp | 0.13% +0.034 pp | USD188.56 -7.5% | 10 qtrs — |
| 8 | MORGAN STANLEY | 721.0K -31.3K (-4.2%) | 125.74M -8.6M (-6.4%) | 2.45% -0.105 pp | 0.01% -0.001 pp | USD136.15 +28.1% | 51 qtrs — |
| 9 | UBS GROUP AG | 712.7K +336.0K (+89.2%) | 124.29M +57.0M (+84.8%) | 2.43% +1.145 pp | 0.02% +0.010 pp | USD175.53 -0.6% | 45 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 510.6K +47.5K (+10.2%) | 89.07M +6.4M (+7.7%) | 1.74% +0.161 pp | 0.02% +0.001 pp | USD40.11 +334.8% | 51 qtrs — |
| 11 | BOSTON TRUST WALDEN CORP | 507.7K +177.7K (+53.8%) | 88.55M +29.6M (+50.2%) | 1.73% +0.604 pp | 0.67% +0.236 pp | USD127.13 +37.2% | 26 qtrs — |
| 12 | NORGES BANK | 480.6K +480.6K (+100.0%) | 83.82M +83.8M (+100.0%) | 1.64% +1.636 pp | 0.01% +0.009 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 13 | AMUNDI | 414.0K +12.3K (+3.1%) | 72.16M -46.0K (-0.1%) | 1.41% +0.042 pp | 0.02% -0.004 pp | USD145.74 +19.7% | 19 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 399.9K +7.9K (+2.0%) | 69.75M -262.8K (-0.4%) | 1.36% +0.027 pp | 0.01% +0.000 pp | USD151.88 +14.8% | 73 qtrs — |
| 15 | JPMORGAN CHASE & CO | 386.3K -116.9K (-23.2%) | 67.37M -22.5M (-25.0%) | 1.32% -0.397 pp | 0.00% -0.001 pp | USD116.46 +49.8% | 41 qtrs — |
| 16 | FIRST TRUST ADVISORS LP | 361.9K +100.6K (+38.5%) | 63.12M +16.5M (+35.3%) | 1.23% +0.342 pp | 0.05% +0.011 pp | USD145.93 +19.5% | 51 qtrs — |
| 17 | NEUBERGER BERMAN GROUP LLC | 341.4K -20.1K (-5.6%) | 59.53M -5.0M (-7.8%) | 1.16% -0.069 pp | 0.04% -0.003 pp | USD196.20 -11.1% | 8 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 316.3K -433.0 (-0.1%) | 55.17M -1.4M (-2.5%) | 1.08% -0.002 pp | 0.01% -0.001 pp | USD81.66 +113.6% | 94 qtrs — |
| 19 | NORTHERN TRUST CORP | 304.6K -16.9K (-5.3%) | 53.12M -4.3M (-7.5%) | 1.04% -0.058 pp | 0.01% -0.001 pp | USD46.05 +278.7% | 51 qtrs — |
| 20 | BAMCO INC /NY/ | 300.0K +45.6K (+17.9%) | 52.33M +6.9M (+15.2%) | 1.02% +0.155 pp | 0.14% +0.021 pp | USD177.95 -2.0% | 2 qtrs — |
| 21 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 280.6K -7.1K (-2.5%) | 48.93M -2.4M (-4.7%) | 0.95% -0.024 pp | 0.13% +0.006 pp | USD46.53 +274.8% | 51 qtrs — |
| 22 | MARSHALL WACE, LLP | 280.2K +88.1K (+45.9%) | 48.86M +14.6M (+42.5%) | 0.95% +0.301 pp | 0.04% +0.010 pp | USD177.46 -1.7% | 9 qtrs — |
| 23 | BOWEN HANES & CO INC | 257.3K +198.3K (+336.3%) | 44.87M +34.3M (+326.1%) | 0.88% +0.675 pp | 1.13% +0.862 pp | USD178.31 -2.2% | 7 qtrs — |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | 249.6K +3.6K (+1.5%) | 43.54M -393.0K (-0.9%) | 0.85% +0.012 pp | 0.00% +0.000 pp | USD184.08 -5.3% | 75 qtrs — |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 248.5K +4.8K (+2.0%) | 43.34M -171.6K (-0.4%) | 0.85% +0.016 pp | 0.06% -0.005 pp | USD186.04 -6.3% | 7 qtrs — |
| 26 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 212.3K +71.2K (+50.5%) | 37.02M +11.8M (+46.9%) | 0.72% +0.242 pp | 0.07% +0.017 pp | USD141.99 +22.8% | 32 qtrs — |
| 27 | BANK OF NEW YORK MELLON CORP | 210.2K -25.9K (-11.0%) | 36.66M -5.5M (-13.1%) | 0.72% -0.088 pp | 0.01% -0.002 pp | USD68.54 +154.5% | 66 qtrs — |
| 28 | BELPOINTE ASSET MANAGEMENT LLC | 179.0K -205.0 (-0.1%) | 31.21M -782.9K (-2.4%) | 0.61% 0.000 pp | 1.13% -0.095 pp | USD102.56 +70.1% | 29 qtrs — |
| 29 | LEGAL & GENERAL GROUP PLC | 178.8K -66.0 (0.0%) | 31.19M -757.6K (-2.4%) | 0.61% +0.000 pp | 0.01% 0.000 pp | USD131.49 +32.6% | 46 qtrs — |
| 30 | FRANKLIN RESOURCES INC | 178.8K +138.4K (+342.6%) | 31.19M +24.1M (+341.1%) | 0.61% +0.471 pp | 0.01% +0.006 pp | USD182.22 -4.3% | 13 qtrs — |
| 31 | ROYAL BANK OF CANADA | 178.6K -48.8K (-21.5%) | 31.14M -9.5M (-23.3%) | 0.61% -0.166 pp | 0.01% -0.002 pp | USD104.41 +67.0% | 51 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 175.5K +10.5K (+6.4%) | 30.61M +1.1M (+3.9%) | 0.60% +0.036 pp | 0.02% +0.001 pp | USD62.52 +179.0% | 67 qtrs — |
| 33 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 174.9K +68.6K (+64.6%) | 30.50M +11.5M (+60.7%) | 0.59% +0.233 pp | 0.02% +0.006 pp | USD168.55 +3.5% | 11 qtrs — |
| 34 | TOROSO INVESTMENTS, LLC | 166.9K +66.2K (+65.7%) | 29.11M +11.1M (+61.9%) | 0.57% +0.226 pp | 0.07% +0.033 pp | USD188.75 -7.6% | 10 qtrs — |
| 35 | BESSEMER GROUP INC | 166.4K +20.6K (+14.1%) | 29.02M +3.0M (+11.5%) | 0.57% +0.071 pp | 0.04% +0.005 pp | USD206.11 -15.4% | 13 qtrs — |
| 36 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 163.0K +32.1K (+24.5%) | 28.42M +5.1M (+21.6%) | 0.55% +0.109 pp | 0.10% +0.022 pp | USD185.97 -6.2% | 8 qtrs — |
| 37 | DEKABANK DEUTSCHE GIROZENTRALE | 137.1K +— (+0.0%) | 27.91M +3.9M (+16.2%) | 0.47% +0.000 pp | 0.05% +0.008 pp | USD153.38 +13.7% | 14 qtrs — |
| 38 | MILLENNIUM MANAGEMENT LLC | 140.5K -34.9K (-19.9%) | 24.50M -6.8M (-21.8%) | 0.48% -0.119 pp | 0.01% -0.003 pp | USD180.31 -3.3% | 30 qtrs — |
| 39 | ROBECO SCHWEIZ AG | 139.2K +65.6K (+89.2%) | 24.28M +11.1M (+84.7%) | 0.47% +0.223 pp | 0.54% +0.249 pp | USD176.61 -1.2% | 5 qtrs — |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 138.4K -58.8K (-29.8%) | 24.14M -11.1M (-31.5%) | 0.47% -0.200 pp | 0.04% -0.009 pp | USD171.68 +1.6% | 19 qtrs — |
| 41 | NUVEEN, LLC | 136.4K +6.4K (+5.0%) | 23.79M +582.1K (+2.5%) | 0.46% +0.022 pp | 0.01% +0.000 pp | USD189.50 -8.0% | 4 qtrs — |
| 42 | FUNDSMITH INVESTMENT SERVICES LTD. | 132.6K +132.6K (+100.0%) | 23.13M +23.1M (+100.0%) | 0.45% +0.451 pp | 0.42% +0.423 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 43 | TUDOR INVESTMENT CORP ET AL | 130.9K +24.0K (+22.4%) | 22.83M +3.7M (+19.6%) | 0.45% +0.082 pp | 0.04% +0.009 pp | USD172.98 +0.8% | 20 qtrs — |
| 44 | CONESTOGA CAPITAL ADVISORS, LLC | 130.4K +130.4K (+100.0%) | 22.74M +22.7M (+100.0%) | 0.44% +0.444 pp | 0.38% +0.383 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 45 | BANK OF AMERICA CORP /DE/ | 125.4K -13.0K (-9.4%) | 21.87M -2.8M (-11.5%) | 0.43% -0.044 pp | 0.00% 0.000 pp | USD223.98 -22.1% | 52 qtrs — |
| 46 | RAYMOND JAMES FINANCIAL INC | 120.4K -165.0 (-0.1%) | 21.38M -155.0K (-0.7%) | 0.41% -0.001 pp | 0.01% 0.000 pp | USD203.51 -14.3% | 5 qtrs — |
| 47 | DF DENT & CO INC | 121.8K -6.1K (-4.8%) | 21.25M -1.6M (-7.0%) | 0.41% -0.021 pp | 0.31% +0.011 pp | USD178.58 -2.3% | 2 qtrs — |
| 48 | ABRDN PLC | 113.0K -9.0 (0.0%) | 19.71M -220.9K (-1.1%) | 0.38% 0.000 pp | 0.03% -0.001 pp | USD244.95 -28.8% | 3 qtrs — |
| 49 | ENVESTNET ASSET MANAGEMENT INC | 112.3K +24.2K (+27.4%) | 19.59M +3.9M (+24.5%) | 0.38% +0.083 pp | 0.01% +0.001 pp | USD138.94 +25.5% | 44 qtrs — |
| 50 | RHUMBLINE ADVISERS | 111.8K -7.7K (-6.5%) | 19.50M -1.8M (-8.7%) | 0.38% -0.026 pp | 0.02% -0.001 pp | USD91.84 +89.9% | 55 qtrs — |
| 51 | ALLIANZ ASSET MANAGEMENT GMBH | 108.8K -7.7K (-6.6%) | 18.98M -1.8M (-8.8%) | 0.37% -0.026 pp | 0.02% -0.004 pp | USD90.70 +92.3% | 38 qtrs — |
| 52 | SELECT EQUITY GROUP, L.P. | 107.9K +24.7K (+29.7%) | 18.81M +4.0M (+26.6%) | 0.37% +0.084 pp | 0.08% +0.020 pp | USD185.24 -5.8% | 17 qtrs — |
| 53 | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | 105.9K +13.1K (+14.1%) | 18.47M +1.9M (+11.4%) | 0.36% +0.045 pp | 0.05% +0.001 pp | USD235.69 -26.0% | 3 qtrs — |
| 54 | MAIRS & POWER INC | 102.8K -1.0K (-1.0%) | 17.93M -615.5K (-3.3%) | 0.35% -0.004 pp | 0.17% -0.002 pp | USD24.41 +614.5% | 62 qtrs — |
| 55 | GABELLI FUNDS LLC | 102.6K +50.0 (+0.0%) | 17.89M -418.7K (-2.3%) | 0.35% +0.000 pp | 0.12% -0.003 pp | USD17.57 +892.7% | 64 qtrs — |
| 56 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 102.0K -12.9K (-11.3%) | 17.80M -2.7M (-13.3%) | 0.35% -0.044 pp | 0.06% -0.016 pp | USD144.70 +20.5% | 58 qtrs — |
| 57 | BROWN CAPITAL MANAGEMENT LLC | 101.5K -108.2K (-51.6%) | 17.71M -19.8M (-52.7%) | 0.35% -0.368 pp | 1.45% -0.091 pp | USD193.50 -9.9% | 4 qtrs — |
| 58 | CONGRESS ASSET MANAGEMENT CO /MA | 101.2K +13.0K (+14.7%) | 17.66M +1.9M (+12.1%) | 0.34% +0.045 pp | 0.12% +0.019 pp | USD153.63 +13.5% | 23 qtrs — |
| 59 | JUPITER ASSET MANAGEMENT LTD | 100.5K +20.3K (+25.3%) | 17.53M +3.2M (+22.4%) | 0.34% +0.069 pp | 0.14% +0.017 pp | USD177.74 -1.9% | 2 qtrs — |
| 60 | QUBE RESEARCH & TECHNOLOGIES LTD | 97.6K -53.5K (-35.4%) | 17.03M -10.0M (-36.9%) | 0.33% -0.182 pp | 0.02% -0.011 pp | USD183.59 -5.0% | 17 qtrs — |
| 61 | HANDELSBANKEN FONDER AB | 95.7K +50.9K (+113.9%) | 16.68M +8.7M (+108.9%) | 0.33% +0.174 pp | 0.05% +0.025 pp | USD171.09 +1.9% | 23 qtrs — |
| 62 | GAMCO INVESTORS, INC. ET AL | 93.7K +250.0 (+0.3%) | 16.35M -346.2K (-2.1%) | 0.32% +0.001 pp | 0.16% -0.005 pp | USD22.09 +689.5% | 64 qtrs — |
| 63 | OFI INVEST ASSET MANAGEMENT | 107.7K -1.6K (-1.5%) | 16.00M -617.7K (-3.7%) | 0.37% -0.006 pp | 0.23% -0.122 pp | USD236.28 -26.2% | 3 qtrs — |
| 64 | EULAV ASSET MANAGEMENT | 91.2K +— (+0.0%) | 15.91M -380.3K (-2.3%) | 0.31% +0.000 pp | 0.42% +0.046 pp | USD153.26 +13.8% | 11 qtrs — |
| 65 | RODGERS BROTHERS INC. | 85.4K -821.0 (-1.0%) | 14.90M -502.8K (-3.3%) | 0.29% -0.003 pp | 1.78% -0.114 pp | USD30.42 +473.3% | 63 qtrs — |
| 66 | WELLS FARGO & COMPANY/MN | 85.0K +17.4K (+25.8%) | 14.83M +2.8M (+22.9%) | 0.29% +0.060 pp | 0.00% +0.000 pp | USD108.92 +60.1% | 57 qtrs — |
| 67 | DUDLEY & SHANLEY, INC. | 82.7K +82.7K (+100.0%) | 14.42M +14.4M (+100.0%) | 0.28% +0.281 pp | 2.32% +2.318 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 68 | ALPS ADVISORS INC | 79.2K -3.4K (-4.1%) | 13.81M -931.4K (-6.3%) | 0.27% -0.011 pp | 0.08% -0.002 pp | USD171.70 +1.6% | 10 qtrs — |
| 69 | UBS ASSET MANAGEMENT AMERICAS INC | 78.3K +412.0 (+0.5%) | 13.66M -252.9K (-1.8%) | 0.27% +0.001 pp | 0.00% 0.000 pp | USD125.82 +38.6% | 74 qtrs — |
| 70 | LA BANQUE POSTALE ASSET MANAGEMENT SA | 77.1K +39.4K (+104.4%) | 13.44M +6.7M (+99.6%) | 0.26% +0.134 pp | 0.16% +0.073 pp | USD176.45 -1.2% | 2 qtrs — |
| 71 | COMMONWEALTH EQUITY SERVICES, LLC | 76.6K +6.1K (+8.7%) | 13.36M +771.7K (+6.1%) | 0.26% +0.021 pp | 0.02% +0.002 pp | USD186.61 -6.5% | 8 qtrs — |
| 72 | PROSHARE ADVISORS LLC | 75.9K +3.5K (+4.9%) | 13.23M +316.2K (+2.4%) | 0.26% +0.012 pp | 0.02% -0.004 pp | USD95.07 +83.5% | 52 qtrs — |
| 73 | AMERIPRISE FINANCIAL INC | 73.2K -47.0K (-39.1%) | 12.76M -8.7M (-40.5%) | 0.25% -0.160 pp | 0.00% -0.002 pp | USD144.61 +20.6% | 55 qtrs — |
| 74 | TRIODOS INVESTMENT MANAGEMENT BV | 65.0K +— (+0.0%) | 11.58M -22.8K (-0.2%) | 0.22% +0.000 pp | 0.84% -0.002 pp | USD57.57 +203.0% | 31 qtrs — |
| 75 | JANUS HENDERSON GROUP PLC | 65.5K +45.3K (+223.6%) | 11.42M +7.8M (+215.9%) | 0.22% +0.154 pp | 0.01% +0.004 pp | USD162.89 +7.1% | 18 qtrs — |
| 76 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 63.6K -20.5K (-24.4%) | 11.10M -3.9M (-26.1%) | 0.22% -0.070 pp | 0.02% -0.011 pp | USD118.22 +47.5% | 57 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 62.7K +16.5K (+35.7%) | 10.94M +2.7M (+32.5%) | 0.21% +0.056 pp | 0.00% +0.001 pp | USD147.82 +18.0% | 50 qtrs — |
| 78 | MAN GROUP PLC | 62.3K -13.5K (-17.8%) | 10.86M -2.7M (-19.7%) | 0.21% -0.046 pp | 0.02% -0.005 pp | USD123.24 +41.5% | 25 qtrs — |
| 79 | SWISS NATIONAL BANK | 58.2K +1.1K (+1.9%) | 10.15M -46.3K (-0.5%) | 0.20% +0.004 pp | 0.01% +0.000 pp | USD50.04 +248.5% | 51 qtrs — |
| 80 | — | 56.0K +6.0K (+12.0%) | 9.76M +838.4K (+9.4%) | 0.19% +0.020 pp | 0.05% +0.003 pp | USD189.45 -7.9% | 15 qtrs — |
| 81 | BARCLAYS PLC | 55.5K +411.0 (+0.7%) | 9.68M -2.4M (-19.5%) | 0.19% +0.002 pp | 0.00% -0.001 pp | USD211.22 -17.4% | 51 qtrs — |
| 82 | WAVERLY ADVISORS, LLC | 54.5K +477.0 (+0.9%) | 9.51M -142.1K (-1.5%) | 0.19% +0.002 pp | 0.08% -0.019 pp | USD188.43 -7.4% | 7 qtrs — |
| 83 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 51.9K -1.1K (-2.1%) | 9.06M -417.1K (-4.4%) | 0.18% -0.004 pp | 0.10% -0.005 pp | USD92.39 +88.8% | 14 qtrs — |
| 84 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 51.4K -1.8K (-3.5%) | 8.96M -542.5K (-5.7%) | 0.17% -0.006 pp | 0.01% -0.001 pp | USD175.88 -0.8% | 10 qtrs — |
| 85 | BNP PARIBAS ARBITRAGE, SNC | 50.2K -11.0K (-18.0%) | 8.76M -2.2M (-19.9%) | 0.17% -0.037 pp | 0.00% -0.002 pp | USD175.83 -0.8% | 51 qtrs — |
| 86 | RMB CAPITAL MANAGEMENT, LLC | 50.2K +1.3K (+2.8%) | 8.75M +31.2K (+0.4%) | 0.17% +0.005 pp | 0.15% -0.008 pp | USD144.89 +20.4% | 23 qtrs — |
| 87 | CERITY PARTNERS LLC | 49.8K -2.6K (-5.0%) | 8.68M -674.1K (-7.2%) | 0.17% -0.009 pp | 0.01% -0.003 pp | USD159.58 +9.3% | 12 qtrs — |
| 88 | MIROVA | 48.8K -331.0 (-0.7%) | 8.52M -262.8K (-3.0%) | 0.17% -0.001 pp | 1.23% -0.013 pp | USD221.50 -21.3% | 9 qtrs — |
| 89 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 47.4K +4.6K (+10.7%) | 8.40M +763.6K (+10.0%) | 0.16% +0.016 pp | 0.01% +0.001 pp | USD208.47 -16.3% | 5 qtrs — |
| 90 | ALTA CAPITAL MANAGEMENT LLC/ | 47.7K +47.7K (+100.0%) | 8.33M +8.3M (+100.0%) | 0.16% +0.163 pp | 0.55% +0.555 pp | USD174.41 +0.0% | 1 qtrs NEW |
| 91 | CANDRIAM S.C.A. | 47.3K +5.2K (+12.4%) | 8.25M +737.1K (+9.8%) | 0.16% +0.018 pp | 0.04% +0.002 pp | USD161.31 +8.1% | 18 qtrs — |
| 92 | ALLIANCEBERNSTEIN L.P. | 41.9K +3.0K (+7.8%) | 7.31M +363.9K (+5.2%) | 0.14% +0.010 pp | 0.00% +0.000 pp | USD59.37 +193.8% | 61 qtrs — |
| 93 | NATIXIS ADVISORS, L.P. | 40.0K +422.0 (+1.1%) | 6.97M -91.0K (-1.3%) | 0.14% +0.002 pp | 0.01% 0.000 pp | USD64.36 +171.0% | 37 qtrs — |
| 94 | KLP KAPITALFORVALTNING AS | 38.6K +1.8K (+4.9%) | 6.73M +160.5K (+2.4%) | 0.13% +0.006 pp | 0.03% 0.000 pp | USD201.45 -13.4% | 5 qtrs — |
| 95 | D. E. SHAW & CO., INC. | 37.8K -17.9K (-32.2%) | 6.59M -3.4M (-33.8%) | 0.13% -0.061 pp | 0.00% -0.002 pp | USD207.76 -16.1% | 35 qtrs — |
| 96 | ERSTE ASSET MANAGEMENT GMBH | 35.6K +14.6K (+69.6%) | 6.34M +2.6M (+70.6%) | 0.12% +0.050 pp | 0.05% +0.017 pp | USD184.60 -5.5% | 7 qtrs — |
| 97 | LPL FINANCIAL LLC | 34.6K +876.0 (+2.6%) | 6.03M +12.3K (+0.2%) | 0.12% +0.003 pp | 0.00% 0.000 pp | USD158.97 +9.7% | 23 qtrs — |
| 98 | BRYN MAWR TRUST CO | 34.3K +1.0 (+0.0%) | 5.98M -142.8K (-2.3%) | 0.12% +0.000 pp | 0.14% -0.001 pp | USD159.69 +9.2% | 8 qtrs — |
| 99 | PALISADES INVESTMENT PARTNERS, LLC | 33.9K -241.0 (-0.7%) | 5.92M -184.6K (-3.0%) | 0.12% -0.001 pp | 2.24% -0.161 pp | USD188.74 -7.6% | 7 qtrs — |
| 100 | PERPETUAL LTD | 33.3K -8.4K (-20.2%) | 5.81M -1.6M (-22.1%) | 0.11% -0.029 pp | 0.08% -0.009 pp | USD208.50 -16.4% | 5 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 131 | 0.00 | — | 4,525 | D | ↗ |
| 2026-04-27 | TELLOCK GLEN E | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 8,551 | D | ↗ |
| 2026-04-27 | STERN JAMES F | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 8,551 | D | ↗ |
| 2026-04-27 | Myers Tessa M. | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 5,913 | D | ↗ |
| 2026-04-27 | McGill James W | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 4,893 | D | ↗ |
| 2026-04-27 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 952 | 0.00 | — | 4,393 | D | ↗ |
| 2026-04-27 | Cook Melanie K. | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 3,237 | D | ↗ |
| 2026-04-27 | Brooks Henry F | Director | A-Award | A | Common Stock | 952 | 122.96 | 117.1K | 3,237 | D | ↗ |
| 2026-04-27 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 952 | 0.00 | — | 17,072 | D | ↗ |
| 2026-04-23 | Wrocklage Robert | Officer | P-Purchase | A | Common Stock | 1,000 | 122.35 | 122.4K | 23,321 | D | ↗ |
| 2026-04-21 | Tarantino Christina M. | Officer | P-Purchase | A | Common stock | 870 | 113.80 | 99.0K | 1,801 | D | ↗ |
| 2026-04-21 | Htwe Richard | Officer | P-Purchase | A | Common Stock | 1,700 | 116.13 | 197.4K | 7,603 | D | ↗ |
| 2026-04-21 | Callahan Edward F. | Officer | P-Purchase | A | Common Stock | 858 | 116.30 | 99.8K | 1,186 | D | ↗ |
| 2026-04-21 | Bockhorst Kenneth | Director / Officer | P-Purchase | A | Common Stock | 2,200 | 117.53 | 258.6K | 51,676 | D | ↗ |
| 2026-04-21 | BERGUM WILLIAM R A | Officer | I-Discretionary | A | Common Stock | 1,414 | 123.78 | 175.0K | 13,365 | I | ↗ |
| 2026-04-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 125 | 0.00 | — | 3,441 | D | ↗ |
| 2026-04-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 125 | 0.00 | — | 16,120 | D | ↗ |
| 2026-03-06 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 210 | 148.85 | 31.3K | 21,009 | D | ↗ |
| 2026-03-06 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 41 | 148.85 | 6.1K | 5,452 | D | ↗ |
| 2026-03-06 | Tarantino Christina M. | Officer | A-Award | A | Common stock | 246 | 0.00 | — | 931 | D | ↗ |
| 2026-03-06 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 451 | 0.00 | — | 6,428 | D | ↗ |
| 2026-03-06 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 410 | 0.00 | — | 3,666 | D | ↗ |
| 2026-03-06 | Htwe Richard | Officer | F-InKind | D | Common Stock | 41 | 148.85 | 6.1K | 5,534 | D | ↗ |
| 2026-03-06 | Hopkins Sheryl | Officer | F-InKind | D | Common Stock | 46 | 148.85 | 6.8K | 5,301 | D | ↗ |
| 2026-03-06 | Callahan Edward F. | Officer | A-Award | A | Common Stock | 328 | 0.00 | — | 328 | D | ↗ |
| 2026-03-06 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 450 | 148.85 | 67.0K | 49,476 | D | ↗ |
| 2026-03-06 | Begale Fred J | Officer | F-InKind | D | Common Stock | 36 | 148.85 | 5.4K | 3,004 | D | ↗ |
| 2026-03-06 | BERGUM WILLIAM R A | Officer | F-InKind | D | Common Stock | 46 | 148.85 | 6.8K | 15,190 | D | ↗ |
| 2026-03-04 | Begale Fred J | Officer | M-Exempt | A | Common Stock | 2,064 | 33.98 | 70.1K | 5,104 | D | ↗ |
| 2026-03-03 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 1,728 | 148.76 | 257.1K | 21,219 | D | ↗ |
| 2026-03-03 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 449 | 148.76 | 66.8K | 5,493 | D | ↗ |
| 2026-03-03 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 1,634 | 149.01 | 243.5K | 3,256 | D | ↗ |
| 2026-03-03 | Htwe Richard | Officer | F-InKind | D | Common Stock | 449 | 148.76 | 66.8K | 5,575 | D | ↗ |
| 2026-03-03 | Hopkins Sheryl | Officer | F-InKind | D | Common Stock | 449 | 148.76 | 66.8K | 5,347 | D | ↗ |
| 2026-03-03 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 10,685 | 148.76 | 1.59M | 49,926 | D | ↗ |
| 2026-03-03 | Begale Fred J | Officer | F-InKind | D | Common Stock | 449 | 148.76 | 66.8K | 3,040 | D | ↗ |
| 2026-03-03 | BERGUM WILLIAM R A | Officer | F-InKind | D | Common Stock | 420 | 148.76 | 62.5K | 13,785 | D | ↗ |
| 2026-02-27 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 172 | 152.43 | 26.2K | 22,947 | D | ↗ |
| 2026-02-27 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 47 | 152.43 | 7.2K | 5,942 | D | ↗ |
| 2026-02-27 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 148 | 150.38 | 22.3K | 4,890 | D | ↗ |
| 2026-02-27 | Htwe Richard | Officer | F-InKind | D | Common Stock | 54 | 152.43 | 8.2K | 6,024 | D | ↗ |
| 2026-02-27 | Hopkins Sheryl | Officer | F-InKind | D | Common Stock | 54 | 152.43 | 8.2K | 5,796 | D | ↗ |
| 2026-02-27 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 548 | 152.43 | 83.5K | 60,611 | D | ↗ |
| 2026-02-27 | Begale Fred J | Officer | F-InKind | D | Common Stock | 41 | 152.43 | 6.2K | 3,489 | D | ↗ |
| 2026-02-27 | BERGUM WILLIAM R A | Officer | F-InKind | D | Common Stock | 47 | 152.43 | 7.2K | 14,205 | D | ↗ |
| 2026-02-12 | Wrocklage Robert | Officer | A-Award | A | Common Stock | 3 | 174.41 | 485.82 | 172 | I | ↗ |
| 2026-02-12 | Weltzien Daniel R | Officer | A-Award | A | Common Stock | 1 | 174.41 | 232.91 | 112 | I | ↗ |
| 2026-02-12 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 49 | 174.41 | 8.6K | 1,291 | I | ↗ |
| 2026-02-12 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 1,391 | 0.00 | — | 5,038 | D | ↗ |
| 2026-02-12 | Htwe Richard | Officer | A-Award | A | Common Stock | 1,193 | 0.00 | — | 6,078 | D | ↗ |
| 2026-02-12 | Hopkins Sheryl | Officer | I-Discretionary | A | Common Stock | 668 | 158.41 | 105.8K | 677 | I | ↗ |
| 2026-02-12 | Bockhorst Kenneth | Director / Officer | A-Award | A | Common Stock | 5 | 174.41 | 866.05 | 256 | I | ↗ |
| 2026-02-12 | Begale Fred J | Officer | A-Award | A | Common Stock | 1,193 | 0.00 | — | 3,530 | D | ↗ |
| 2026-02-12 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 229 | 174.41 | 39.9K | 11,951 | I | ↗ |
| 2026-02-10 | Bockhorst Kenneth | Director / Officer | P-Purchase | A | Common Stock | 3,300 | 152.42 | 503.0K | 40,013 | D | ↗ |
| 2026-02-09 | Wrocklage Robert | Officer | P-Purchase | A | Common Stock | 1,650 | 152.35 | 251.4K | 19,541 | D | ↗ |
| 2026-02-05 | Htwe Richard | Officer | P-Purchase | A | Common Stock | 3,370 | 148.71 | 501.2K | 4,885 | D | ↗ |
| 2026-01-23 | Callahan Edward F. | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-01-01 | Tarantino Christina M. | Officer | — | — | Common stock | 0 | 0.00 | — | 685 | D | ↗ |
| 2026-01-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 109 | 0.00 | — | 3,317 | D | ↗ |
| 2026-01-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 109 | 0.00 | — | 15,996 | D | ↗ |
| 2025-10-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 90 | 0.00 | — | 3,190 | D | ↗ |
| 2025-10-01 | ADAMS TODD A. | Director | J-Other | A | Phantom Stock Units | 102 | 0.00 | — | 15,887 | D | ↗ |
| 2025-07-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 65 | 0.00 | — | 3,100 | D | ↗ |
| 2025-07-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 65 | 0.00 | — | 15,695 | D | ↗ |
| 2025-05-12 | Bockhorst Kenneth | Director / Officer | G-Gift | D | Common Stock | 1,117 | 0.00 | — | 36,713 | D | ↗ |
| 2025-04-28 | TELLOCK GLEN E | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 7,599 | D | ↗ |
| 2025-04-28 | STERN JAMES F | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 7,599 | D | ↗ |
| 2025-04-28 | Myers Tessa M. | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 4,961 | D | ↗ |
| 2025-04-28 | McGill James W | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 3,941 | D | ↗ |
| 2025-04-28 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 79 | 0.00 | — | 2,541 | D | ↗ |
| 2025-04-28 | Cook Melanie K. | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 2,285 | D | ↗ |
| 2025-04-28 | Brooks Henry F | Director | A-Award | A | Common Stock | 494 | 215.78 | 106.6K | 2,285 | D | ↗ |
| 2025-04-28 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 53 | 0.00 | — | 15,135 | D | ↗ |
| 2025-04-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 84 | 0.00 | — | 2,462 | D | ↗ |
| 2025-04-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 84 | 0.00 | — | 15,083 | D | ↗ |
| 2025-03-07 | Wrocklage Robert | Officer | A-Award | A | Common Stock | 1,338 | 0.00 | — | 17,891 | D | ↗ |
| 2025-03-07 | Weltzien Daniel R | Officer | A-Award | A | Common Stock | 382 | 0.00 | — | 4,796 | D | ↗ |
| 2025-03-07 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 430 | 0.00 | — | 4,388 | D | ↗ |
| 2025-03-07 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 430 | 0.00 | — | 3,647 | D | ↗ |
| 2025-03-07 | Htwe Richard | Officer | A-Award | A | Common Stock | 382 | 0.00 | — | 1,515 | D | ↗ |
| 2025-03-07 | Hopkins Sheryl | Officer | A-Award | A | Common Stock | 430 | 0.00 | — | 4,657 | D | ↗ |
| 2025-03-07 | Bockhorst Kenneth | Director / Officer | A-Award | A | Common Stock | 2,869 | 0.00 | — | 37,830 | D | ↗ |
| 2025-03-07 | Begale Fred J | Officer | A-Award | A | Common Stock | 334 | 0.00 | — | 2,337 | D | ↗ |
| 2025-03-07 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 430 | 0.00 | — | 13,139 | D | ↗ |
| 2025-03-05 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 1,509 | 209.74 | 316.5K | 16,553 | D | ↗ |
| 2025-03-05 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 373 | 209.74 | 78.2K | 4,414 | D | ↗ |
| 2025-03-05 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 1,376 | 209.74 | 288.6K | 3,217 | D | ↗ |
| 2025-03-05 | Bockhorst Kenneth | Director / Officer | S-Sale | D | Common Stock | 16,073 | 209.74 | 3.37M | 34,961 | D | ↗ |
| 2025-03-05 | Begale Fred J | Officer | S-Sale | D | Common Stock | 936 | 209.74 | 196.3K | 2,072 | D | ↗ |
| 2025-03-05 | Bauer Karen M. | Officer | S-Sale | D | Common Stock | 1,147 | 209.74 | 240.6K | 5,076 | D | ↗ |
| 2025-03-05 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 1,147 | 209.74 | 240.6K | 12,709 | D | ↗ |
| 2025-03-04 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 203 | 209.50 | 42.5K | 18,062 | D | ↗ |
| 2025-03-04 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 68 | 209.50 | 14.2K | 4,787 | D | ↗ |
| 2025-03-04 | Stuyvenberg Matthew L | Officer | F-InKind | D | Common Stock | 90 | 209.50 | 18.9K | 3,958 | D | ↗ |
| 2025-03-04 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 243 | 209.50 | 50.9K | 4,593 | D | ↗ |
| 2025-03-04 | Bockhorst Kenneth | Director / Officer | S-Sale | D | Common Stock | 1,586 | 209.50 | 332.3K | 51,034 | D | ↗ |
| 2025-03-04 | Begale Fred J | Officer | F-InKind | D | Common Stock | 68 | 209.50 | 14.2K | 3,008 | D | ↗ |
| 2025-03-04 | Bauer Karen M. | Officer | S-Sale | D | Common Stock | 208 | 209.50 | 43.6K | 6,223 | D | ↗ |
| 2025-03-04 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 195 | 209.50 | 40.9K | 13,856 | D | ↗ |
| 2025-03-03 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 171 | 212.13 | 36.3K | 18,265 | D | ↗ |
| 2025-03-03 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 48 | 212.13 | 10.2K | 4,855 | D | ↗ |
| 2025-03-03 | Stuyvenberg Matthew L | Officer | F-InKind | D | Common Stock | 54 | 212.13 | 11.5K | 4,048 | D | ↗ |
| 2025-03-03 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 148 | 212.13 | 31.4K | 4,836 | D | ↗ |
| 2025-03-03 | Bockhorst Kenneth | Director / Officer | S-Sale | D | Common Stock | 1,165 | 212.13 | 247.1K | 52,620 | D | ↗ |
| 2025-03-03 | Begale Fred J | Officer | F-InKind | D | Common Stock | 41 | 212.13 | 8.7K | 3,076 | D | ↗ |
| 2025-03-03 | Bauer Karen M. | Officer | S-Sale | D | Common Stock | 127 | 212.13 | 26.9K | 6,431 | D | ↗ |
| 2025-03-03 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 148 | 212.13 | 31.4K | 14,051 | D | ↗ |
| 2025-02-28 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 2,416 | 210.33 | 508.2K | 14,199 | D | ↗ |
| 2025-02-13 | Wrocklage Robert | Officer | A-Award | A | Common Stock | 2,731 | 0.00 | — | 18,436 | D | ↗ |
| 2025-02-13 | Weltzien Daniel R | Officer | A-Award | A | Common Stock | 936 | 0.00 | — | 4,903 | D | ↗ |
| 2025-02-13 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 746 | 0.00 | — | 4,102 | D | ↗ |
| 2025-02-13 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 1,123 | 0.00 | — | 4,984 | D | ↗ |
| 2025-02-13 | Hopkins Sheryl | Officer | A-Award | A | Common Stock | 936 | 0.00 | — | 4,227 | D | ↗ |
| 2025-02-13 | Bockhorst Kenneth | Director / Officer | A-Award | A | Common Stock | 14,659 | 0.00 | — | 53,785 | D | ↗ |
| 2025-02-13 | Begale Fred J | Officer | A-Award | A | Common Stock | 936 | 0.00 | — | 3,117 | D | ↗ |
| 2025-02-13 | Bauer Karen M. | Officer | A-Award | A | Common Stock | 936 | 0.00 | — | 6,558 | D | ↗ |
| 2025-02-13 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 936 | 0.00 | — | 14,199 | D | ↗ |
| 2025-01-23 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 35 | 212.12 | 7.4K | 1,242 | I | ↗ |
| 2025-01-23 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 92 | 212.12 | 19.6K | 6,342 | I | ↗ |
| 2025-01-23 | Begale Fred J | Officer | A-Award | A | Common Stock | 120 | 212.12 | 25.5K | 7,312 | I | ↗ |
| 2025-01-23 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 117 | 212.12 | 24.8K | 11,723 | I | ↗ |
| 2025-01-02 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 75 | 0.00 | — | 2,378 | D | ↗ |
| 2025-01-02 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 75 | 0.00 | — | 14,999 | D | ↗ |
| 2024-10-01 | Liu Xia | Director | J-Other | A | Phantom Stock Units | 12 | 0.00 | — | 2,302 | D | ↗ |
| 2024-10-01 | ADAMS TODD A. | Director | J-Other | A | Phantom Stock Unit | 94 | 0.00 | — | 14,923 | D | ↗ |
| 2024-08-21 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 1,097 | 205.00 | 224.9K | 3,861 | — | ↗ |
| 2024-07-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 86 | 0.00 | — | 2,217 | — | ↗ |
| 2024-07-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 86 | 0.00 | — | 14,756 | — | ↗ |
| 2024-06-03 | Bockhorst Kenneth | Director / Officer | G-Gift | D | Common Stock | 1,365 | 0.00 | — | 39,126 | — | ↗ |
| 2024-04-29 | TELLOCK GLEN E | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 7,105 | — | ↗ |
| 2024-04-29 | STERN JAMES F | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 7,105 | — | ↗ |
| 2024-04-29 | Myers Tessa M. | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 4,467 | — | ↗ |
| 2024-04-29 | McGill James W | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 3,447 | — | ↗ |
| 2024-04-29 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 452 | 0.00 | — | 2,131 | — | ↗ |
| 2024-04-29 | Cook Melanie K. | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 1,791 | — | ↗ |
| 2024-04-29 | Brooks Henry F | Director | A-Award | A | Common Stock | 452 | 185.76 | 84.0K | 1,791 | — | ↗ |
| 2024-04-29 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 452 | 0.00 | — | 14,670 | — | ↗ |
| 2024-04-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 99 | 0.00 | — | 1,618 | — | ↗ |
| 2024-04-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 99 | 0.00 | — | 14,175 | — | ↗ |
| 2024-03-06 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 1,268 | 162.92 | 206.6K | 15,705 | — | ↗ |
| 2024-03-06 | Weltzien Daniel R | Officer | F-InKind | D | Common Stock | 384 | 162.92 | 62.6K | 3,967 | — | ↗ |
| 2024-03-06 | Stoll Kimberly K | Officer | F-InKind | D | Common Stock | 483 | 162.92 | 78.7K | 4,958 | — | ↗ |
| 2024-03-06 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 7,295 | 162.92 | 1.19M | 40,491 | — | ↗ |
| 2024-03-06 | Begale Fred J | Officer | S-Sale | D | Common Stock | 1,203 | 162.92 | 196.0K | 2,181 | — | ↗ |
| 2024-03-06 | Bauer Karen M. | Officer | F-InKind | D | Common Stock | 414 | 162.92 | 67.4K | 5,622 | — | ↗ |
| 2024-03-06 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 1,339 | 162.92 | 218.1K | 13,263 | — | ↗ |
| 2024-03-04 | Wrocklage Robert | Officer | F-InKind | D | Common Stock | 203 | 159.55 | 32.4K | 14,446 | — | ↗ |
| 2024-03-04 | Stoll Kimberly K | Officer | F-InKind | D | Common Stock | 79 | 159.55 | 12.6K | 4,398 | — | ↗ |
| 2024-03-04 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 755 | 159.55 | 120.5K | 34,772 | — | ↗ |
| 2024-03-04 | Begale Fred J | Officer | S-Sale | D | Common Stock | 208 | 159.55 | 33.2K | 2,566 | — | ↗ |
| 2024-03-04 | Bauer Karen M. | Officer | F-InKind | D | Common Stock | 68 | 159.55 | 10.8K | 5,143 | — | ↗ |
| 2024-03-04 | BERGUM WILLIAM R A | Officer | S-Sale | D | Common Stock | 194 | 159.55 | 31.0K | 13,672 | — | ↗ |
| 2024-03-01 | Wrocklage Robert | Officer | A-Award | A | Common Stock | 1,614 | 0.00 | — | 14,649 | — | ↗ |
| 2024-03-01 | Weltzien Daniel R | Officer | A-Award | A | Common Stock | 444 | 0.00 | — | 3,533 | — | ↗ |
| 2024-03-01 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 508 | 0.00 | — | 3,356 | — | ↗ |
| 2024-03-01 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 444 | 0.00 | — | 4,477 | — | ↗ |
| 2024-03-01 | Kristensen Lars Bo | Officer | A-Award | A | Common Stock | 302 | 0.00 | — | 744 | — | ↗ |
| 2024-03-01 | Htwe Richard | Officer | A-Award | A | Common Stock | 508 | 0.00 | — | 1,133 | — | ↗ |
| 2024-03-01 | Hopkins Sheryl | Officer | A-Award | A | Common Stock | 508 | 0.00 | — | 2,361 | — | ↗ |
| 2024-03-01 | Bockhorst Kenneth | Director / Officer | A-Award | A | Common Stock | 3,495 | 0.00 | — | 35,527 | — | ↗ |
| 2024-03-01 | Begale Fred J | Officer | A-Award | A | Common Stock | 381 | 0.00 | — | 2,774 | — | ↗ |
| 2024-03-01 | Bauer Karen M. | Officer | A-Award | A | Common Stock | 381 | 0.00 | — | 5,211 | — | ↗ |
| 2024-03-01 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 444 | 0.00 | — | 13,866 | — | ↗ |
| 2024-02-28 | Wrocklage Robert | Officer | G-Gift | D | Common Stock | 320 | 0.00 | — | 13,035 | — | ↗ |
| 2024-02-26 | BERGUM WILLIAM R A | Officer | M-Exempt | A | Common Stock | 2,416 | 27.18 | 65.7K | 14,838 | — | ↗ |
| 2024-02-06 | Wrocklage Robert | Officer | A-Award | A | Common Stock | 2,527 | 0.00 | — | 16,973 | — | ↗ |
| 2024-02-06 | Weltzien Daniel R | Officer | A-Award | A | Common Stock | 818 | 0.00 | — | 4,351 | — | ↗ |
| 2024-02-06 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 1,043 | 0.00 | — | 5,441 | — | ↗ |
| 2024-02-06 | Hopkins Sheryl | Officer | A-Award | A | Common Stock | 930 | 0.00 | — | 3,291 | — | ↗ |
| 2024-02-06 | Bockhorst Kenneth | Director / Officer | A-Award | A | Common Stock | 13,014 | 0.00 | — | 47,786 | — | ↗ |
| 2024-02-06 | Begale Fred J | Officer | A-Award | A | Common Stock | 818 | 0.00 | — | 3,384 | — | ↗ |
| 2024-02-06 | Bauer Karen M. | Officer | A-Award | A | Common Stock | 893 | 0.00 | — | 6,036 | — | ↗ |
| 2024-02-06 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 930 | 0.00 | — | 14,602 | — | ↗ |
| 2024-02-02 | Stuyvenberg Matthew L | Officer | A-Award | A | Common Stock | 41 | 154.37 | 6.4K | 1,207 | — | ↗ |
| 2024-02-02 | Stoll Kimberly K | Officer | A-Award | A | Common Stock | 136 | 154.37 | 21.1K | 6,249 | — | ↗ |
| 2024-02-02 | Begale Fred J | Officer | A-Award | A | Common Stock | 146 | 154.37 | 22.6K | 7,192 | — | ↗ |
| 2024-02-02 | BERGUM WILLIAM R A | Officer | A-Award | A | Common Stock | 149 | 154.37 | 23.0K | 11,606 | — | ↗ |
| 2024-01-02 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 104 | 0.00 | — | 1,519 | — | ↗ |
| 2024-01-02 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 104 | 0.00 | — | 14,076 | — | ↗ |
| 2023-12-27 | BERGUM WILLIAM R A | Officer | G-Gift | D | Common Stock | 23 | 0.00 | — | 12,422 | — | ↗ |
| 2023-10-02 | Liu Xia | Director | J-Other | A | Phantom Stock Units | 6 | 0.00 | — | 1,415 | — | ↗ |
| 2023-10-02 | ADAMS TODD A. | Director | J-Other | A | Phantom Stock Units | 155 | 0.00 | — | 13,972 | — | ↗ |
| 2023-08-02 | ADAMS TODD A. | Director | M-Exempt | A | Common Stock | 2,627 | 38.55 | 101.3K | 2,627 | — | ↗ |
| 2023-07-05 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 102 | 0.00 | — | 1,305 | — | ↗ |
| 2023-07-05 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 102 | 0.00 | — | 13,713 | — | ↗ |
| 2023-06-12 | Bockhorst Kenneth | Director / Officer | G-Gift | D | Common Stock | 1,310 | 0.00 | — | 32,032 | — | ↗ |
| 2023-05-01 | TELLOCK GLEN E | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 6,653 | — | ↗ |
| 2023-05-01 | STERN JAMES F | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 6,653 | — | ↗ |
| 2023-05-01 | Myers Tessa M. | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 4,015 | — | ↗ |
| 2023-05-01 | McGill James W | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 2,995 | — | ↗ |
| 2023-05-01 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 74 | 0.00 | — | 632 | — | ↗ |
| 2023-05-01 | Cook Melanie K. | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 1,339 | — | ↗ |
| 2023-05-01 | Brooks Henry F | Director | A-Award | A | Common Stock | 572 | 136.55 | 78.1K | 1,339 | — | ↗ |
| 2023-05-01 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 49 | 0.00 | — | 13,039 | — | ↗ |
| 2023-04-03 | Liu Xia | Director | A-Award | A | Phantom Stock Units | 123 | 0.00 | — | 558 | — | ↗ |
| 2023-04-03 | ADAMS TODD A. | Director | A-Award | A | Phantom Stock Units | 123 | 0.00 | — | 12,990 | — | ↗ |
| 2023-03-07 | Stoll Kimberly K | Officer | S-Sale | D | Common Stock | 635 | 117.89 | 74.9K | 4,033 | — | ↗ |
| 2023-03-07 | Bockhorst Kenneth | Director / Officer | F-InKind | D | Common Stock | 2,386 | 117.89 | 281.3K | 33,342 | — | ↗ |
| 2023-03-07 | Begale Fred J | Officer | S-Sale | D | Common Stock | 470 | 117.89 | 55.4K | 2,393 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kenneth C. Bockhorst Chairman, President & CEO | 880.0K | 1.74M | 3.04M | — | — | 270.3K | 5.93M | 51.28% | ↗ |
| 2 | 2025 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 500.0K | 629.3K | 709.6K | — | — | 113.5K | 1.95M | 36.34% | ↗ |
| 3 | 2025 | Sheryl L. Hopkins Vice President - Human Resources | 360.0K | 323.6K | 228.2K | — | — | 72.8K | 984.7K | 23.17% | ↗ |
| 4 | 2025 | Kimberly K. Stoll Vice President - Sales and Marketing | 325.0K | 263.0K | 228.2K | — | — | 73.9K | 890.0K | 25.64% | ↗ |
| 5 | 2025 | William R. A. Bergum Vice President - General Counsel | 300.0K | 269.7K | 228.2K | — | — | 69.9K | 867.8K | 26.30% | ↗ |
| 6 | 2024 | Kenneth C. Bockhorst Chairman, President & CEO | 830.0K | 1.83M | 2.24M | — | — | 192.7K | 5.08M | 43.97% | ↗ |
| 7 | 2024 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 450.0K | 630.0K | 645.4K | — | — | 86.0K | 1.81M | 35.63% | ↗ |
| 8 | 2024 | Sheryl L. Hopkins Vice President - Human Resources | 330.0K | 330.0K | 203.1K | — | — | 61.7K | 924.8K | 21.96% | ↗ |
| 9 | 2024 | Kimberly K. Stoll Vice President - Sales and Marketing | 310.0K | 279.0K | 177.8K | — | — | 65.9K | 832.7K | 21.36% | ↗ |
| 10 | 2024 | Richard Htwe Vice President - Global Operations | 310.0K | 248.0K | 203.1K | — | — | 58.8K | 819.9K | 24.77% | ↗ |
| 11 | 2023 | Kenneth C. Bockhorst Chairman, President & CEO | 750.0K | 1.65M | 1.96M | — | — | 181.7K | 4.54M | 43.19% | ↗ |
| 12 | 2023 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 405.0K | 526.5K | 464.8K | — | — | 73.2K | 1.47M | 31.63% | ↗ |
| 13 | 2023 | Richard Htwe Vice President - Global Operations | 300.0K | 290.0K | 154.8K | — | — | 36.4K | 781.2K | 19.82% | ↗ |
| 14 | 2023 | Kimberly K. Stoll Vice President - Sales and Marketing | 290.0K | 232.0K | 180.7K | — | — | 57.5K | 760.2K | 23.77% | ↗ |
| 15 | 2023 | Sheryl L. Hopkins Vice President - Human Resources | 285.0K | 228.0K | 154.8K | — | — | 47.6K | 715.4K | 21.64% | ↗ |
| 16 | 2022 | Kenneth C. Bockhorst Chairman, President & CEO | 675.0K | 968.2K | 1.38M | — | 804.8K | 112.6K | 3.94M | 35.02% | ↗ |
| 17 | 2022 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 368.0K | 263.9K | 359.9K | — | 197.4K | 55.7K | 1.24M | 28.91% | ↗ |
| 18 | 2022 | Kimberly K. Stoll Vice President - Sales and Marketing | 275.0K | 143.4K | 147.9K | — | 102.5K | 49.9K | 718.7K | 20.58% | ↗ |
| 19 | 2021 | Kenneth C. Bockhorst Chairman, President & CEO | 640.0K | 1.41M | 1.20M | — | 276.0K | 151.1K | 3.67M | 32.64% | ↗ |
| 20 | 2021 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 350.0K | 385.0K | 326.0K | — | 59.4K | 64.3K | 1.18M | 27.52% | ↗ |
| 21 | 2021 | Kimberly K. Stoll Vice President - Sales and Marketing | 263.0K | 210.4K | 134.4K | — | 37.1K | 48.4K | 693.3K | 19.38% | ↗ |
| 22 | 2021 | Gregory M. Gomez Vice President - Flow Instru- mentation and Global Utility | 263.0K | 210.4K | 134.4K | — | 32.6K | 48.1K | 688.6K | 19.52% | ↗ |
| 23 | 2021 | William R.A Bergum Vice President - General Counsel and Secretary | 247.0K | 197.6K | 119.9K | — | 29.7K | 48.8K | 643.0K | 18.65% | ↗ |
| 24 | 2020 | Kenneth C. Bockhorst Chairman, President & CEO | 593.7K | 697.4K | 314.4K | 318.0K | — | 136.8K | 2.06M | 30.69% | ↗ |
| 25 | 2020 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 308.9K | 199.6K | 77.1K | 78.0K | — | 52.4K | 716.0K | 21.66% | ↗ |
| 26 | 2020 | Kimberly K. Stoll Vice President - Sales and Marketing | 246.2K | 115.7K | 40.0K | 40.5K | — | 44.7K | 487.1K | 16.53% | ↗ |
| 27 | 2020 | Gregory M. Gomez Vice President - Flow Instru- mentation and Global Utility | 246.2K | 115.7K | 40.0K | 40.5K | — | 38.8K | 481.1K | 16.74% | ↗ |
| 28 | 2020 | William J. Parisen Vice President - Global Operations | 241.3K | 99.2K | 37.1K | 37.5K | — | 32.2K | 447.4K | 16.67% | ↗ |
| 29 | 2019 | Kenneth C. Bockhorst Chairman, President & CEO | 575.0K | 442.8K | 277.5K | 279.0K | — | 90.9K | 1.67M | 33.42% | ↗ |
| 30 | 2019 | Kenneth C. Bockhorst President & CEO | 575.0K | 442.8K | 277.5K | 279.0K | — | 90.9K | 1.67M | 33.42% | ↗ |
| 31 | 2019 | Robert A. Wrocklage Senior Vice President - Chief Financial Officer | 300.0K | 143.6K | 59.7K | 60.0K | — | 38.5K | 601.8K | 19.88% | ↗ |
| 32 | 2019 | Robert A. Wrocklage Vice President - Chief Financial Officer | 300.0K | 143.6K | 59.7K | 60.0K | — | 38.5K | 601.8K | 19.88% | ↗ |
| 33 | 2019 | Kimberly K. Stoll Vice President - Sales and Marketing | 245.3K | 75.6K | 37.3K | 37.5K | 38.3K | 39.7K | 473.6K | 15.79% | ↗ |
| 34 | 2019 | Gregory M. Gomez Vice President - Flow Instru- mentation and Global Utility | 244.2K | 85.0K | 32.8K | 33.0K | 33.7K | 35.3K | 464.0K | 14.18% | ↗ |
| 35 | 2019 | Trina L. Jashinsky Vice President - Human Resources | 215.3K | 65.6K | 29.8K | 30.0K | 29.1K | 32.8K | 402.5K | 14.86% | ↗ |
| 36 | 2018 | Richard A. Meeusen — Chairman & CEO | 682.9K | 477.3K | 1.50M | 1.68M | 720.4K | 236.9K | 5.30M | 60.03% | ↗ |
| 37 | 2018 | Richard E. Johnson — Sr. Vice President — Finance, CFO and Treasurer | 367.0K | 141.1K | 355.0K | 338.6K | 189.3K | 116.4K | 1.51M | 46.01% | ↗ |
| 38 | 2018 | Kenneth C. Bockhorst Chairman, President & CEO | 525.0K | 293.6K | 191.3K | 195.0K | — | 66.8K | 1.27M | 30.37% | ↗ |
| 39 | 2018 | Kenneth C. Bockhorst President & CEO | 525.0K | 293.6K | 191.3K | 195.0K | — | 66.8K | 1.27M | 30.37% | ↗ |
| 40 | 2018 | Kenneth C. Bockhorst — President | 525.0K | 293.6K | 191.3K | 195.0K | — | 66.8K | 1.27M | 30.37% | ↗ |
| 41 | 2018 | Horst E. Gras — Vice President — Intl. Operations | 351.5K | 83.3K | 27.9K | 28.5K | 36.7K | 265.6K | 793.5K | 7.11% | ↗ |
| 42 | 2018 | Beverly L.P. Smiley Vice President — Controller | 202.6K | 49.6K | 133.9K | 133.2K | 71.1K | 161.6K | 751.9K | 35.52% | ↗ |
| 43 | 2018 | Kimberly K. Stoll Vice President - Sales and Marketing | 238.2K | 66.6K | 36.8K | 37.5K | 51.3K | 41.9K | 472.2K | 15.73% | ↗ |
| 44 | 2018 | Gregory M. Gomez Vice President - Flow Instru- mentation and Global Utility | 237.1K | 66.3K | 32.3K | 33.0K | 51.3K | 39.0K | 459.0K | 14.23% | ↗ |
| 45 | 2017 | Richard A. Meeusen — Chairman & CEO | 663.0K | 822.0K | 293.1K | 292.5K | 914.6K | 252.7K | 3.24M | 18.09% | ↗ |
| 46 | 2017 | Richard E. Johnson — Sr. Vice President — Finance, CFO and Treasurer | 356.3K | 243.0K | 75.2K | 75.0K | 249.5K | 120.0K | 1.12M | 13.42% | ↗ |
| 47 | 2017 | Kenneth C. Bockhorst President & CEO | 110.4K | 96.3K | 700.0K | — | — | 2.1K | 908.8K | 77.02% | ↗ |
| 48 | 2017 | Kenneth C. Bockhorst — President | 110.4K | 96.3K | 700.0K | — | — | 2.1K | 908.8K | 77.02% | ↗ |
| 49 | 2017 | Horst E. Gras — Vice President — Intl. Operations | 331.5K | 151.8K | 28.5K | 28.5K | 93.1K | 232.0K | 865.5K | 6.59% | ↗ |
| 50 | 2017 | Gregory M. Gomez Vice President - Flow Instru- mentation and Global Utility | 230.2K | 114.2K | 33.1K | 33.0K | 126.4K | 115.7K | 652.5K | 10.12% | ↗ |
| 51 | 2017 | Kimberly K. Stoll Vice President - Sales and Marketing | 231.3K | 114.7K | 37.6K | 37.5K | 128.9K | 52.4K | 602.4K | 12.46% | ↗ |
| 52 | 2016 | Richard A. Meeusen — Chairman & CEO | 643.8K | 845.8K | 286.6K | 280.5K | 678.8K | 198.5K | 2.93M | 19.33% | ↗ |
| 53 | 2016 | Richard E. Johnson — Sr. Vice President — Finance, CFO and Treasurer | 345.9K | 249.9K | 77.0K | 75.4K | 186.3K | 106.3K | 1.04M | 14.64% | ↗ |
| 54 | 2016 | Horst E. Gras — Vice President — Intl. Operations | 313.6K | 137.3K | 28.6K | 28.0K | 68.8K | 69.3K | 645.7K | 8.77% | ↗ |
| 55 | 2005 | Richard A. Meeusen Chairman, President and CEO | 355.7K | 220.0K | 1.1K | 3.3K | — | 3.5K | 583.6K | 0.75% | ↗ |
| 56 | 2005 | Ronald H. Dix Sr. Vice President — Administration | 226.9K | 127.1K | 750.00 | 2.3K | — | 3.5K | 360.5K | 0.83% | ↗ |
| 57 | 2005 | Richard E. Johnson Sr. Vice President — Finance, Chief Financial Officer and Treasurer | 226.1K | 127.1K | 750.00 | 2.3K | — | 3.5K | 359.7K | 0.83% | ↗ |
| 58 | 2005 | Horst E. Gras Vice President — International Operations | 256.2K | 84.3K | 600.00 | 1.8K | — | — | 342.8K | 0.70% | ↗ |
| 59 | 2005 | Daniel D. Zandron Vice President — Business Development | 192.6K | 99.8K | 600.00 | 1.8K | — | 3.5K | 298.3K | 0.80% | ↗ |
| 60 | 2004 | Richard A. Meeusen Chairman, President and CEO | 322.8K | 200.0K | — | — | — | 3.3K | 526.1K | 0.00% | ↗ |
| 61 | 2004 | Horst E. Gras Vice President — International Operations | 250.5K | 91.2K | — | — | — | — | 341.7K | 0.00% | ↗ |
| 62 | 2004 | Ronald H. Dix Sr. Vice President — Administration | 214.8K | 121.3K | — | — | — | 3.3K | 339.3K | 0.00% | ↗ |
| 63 | 2004 | Richard E. Johnson Sr. Vice President — Finance, Chief Financial Officer and Treasurer | 204.0K | 115.5K | — | — | — | 3.3K | 322.7K | 0.00% | ↗ |
| 64 | 2004 | Daniel D. Zandron Vice President — Business Development | 183.7K | 95.6K | — | — | — | 3.3K | 282.5K | 0.00% | ↗ |
| 65 | 2003 | Richard A. Meeusen Chairman, President and CEO | 306.9K | 163.9K | — | 23.4K | — | 3.0K | 497.2K | 4.71% | ↗ |
| 66 | 2003 | Ronald H. Dix Sr. Vice President — Administration | 204.9K | 99.3K | — | 17.0K | — | 3.0K | 324.2K | 5.24% | ↗ |
| 67 | 2003 | Horst E. Gras Vice President — International Operations | 218.7K | 80.3K | — | 13.6K | — | — | 312.5K | 4.35% | ↗ |
| 68 | 2003 | Richard E. Johnson Sr. Vice President — Finance, Chief Financial Officer and Treasurer | 183.6K | 89.4K | — | 17.0K | — | 3.0K | 293.0K | 5.80% | ↗ |
| 69 | 2003 | Daniel D. Zandron Vice President — Business Development | 175.9K | 78.6K | — | — | — | 3.0K | 257.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kenneth C. Bockhorst | Chairman, President & Chief Executive Officer | 3M | male |
| Robert A. Wrocklage | Executive Vice President of North America Municipal Utility | 1M | male |
| Sheryl L. Hopkins | Vice President of Human Resources | 733.3K | female |
| William R. A. Bergum | Vice President, General Counsel & Secretary | 621.8K | male |
| Richard Htwe | Vice President of Global Operations | 604.5K | male |
| Matthew L. Stuyvenberg | Executive VP of SaaS, Global Commercial & International Utility | — | male |
| Christina Tarantino | Vice President & Controller | — | female |
| Daniel R. Weltzien | VP, CFO & Treasurer | — | male |
| Barbara Margaret Noverini | Senior Director of Investor Relations | — | female |
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for BMI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
