Valmont IndustriesVMI

13F holders, Q2 2024 (June 30)
409holders +20
68new positions
48sold out
9famous investors
$274.39avg. 13F price*

At the end of Q2 2024, 409 institutions reported holding Valmont Industries (VMI) in their 13F filings, up 20 from Q1 2024. 68 opened new positions and 48 sold out. The largest holders were Vanguard Group Inc. ($544.0M), BlackRock Inc. ($513.1M) and Neuberger Berman Group LLC ($288.3M). 9 famous investors held it, including Mario Gabelli (0.2% of GAMCO Investors's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
Valmont Industries
CUSIP
920253101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 389Q1 2024Q2 2024: 409Q2 2024Q3 2024: 439Q3 2024Q4 2024: 486Q4 2024Q1 2025: 502Q1 2025Q2 2025: 497Q2 2025Q3 2025: 532Q3 2025Q4 2025: 581Q4 2025Q1 2026: 607Q1 2026Q2 2026: 652Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions68$172.2M
Exits48$114.3M

All 13F filers, Q1 2024 → Q2 2024: 2,766,888 shares bought and 2,628,429 shares sold, net +138,459 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

Vanguard Group Inc. 0.01% Reduce -3.9% 1,982,005 $544.0M
BlackRock Inc. 0.01% Reduce -17.0% 1,869,451 $513.1M
Neuberger Berman Group LLC 0.24% Reduce -0.9% 1,050,586 $288.3M
State Street Corp. 0.01% Reduce -3.1% 633,963 $174.4M
Brown Advisory Inc. 0.21% Add +33.4% 577,151 $158.4M
Impax Asset Management Group plc 0.55% Reduce -47.6% 492,948 $135.3M
Amundi 0.05% Reduce -12.6% 429,301 $117.5M
Dimensional Fund Advisors LP 0.03% Add +3.5% 418,722 $114.9M
King Luther Capital Management Corp. 0.47% Reduce -1.1% 379,263 $104.1M
FMR LLC 0.01% Add +987.1% 335,917 $92.2M
Earnest Partners LLC 0.43% New 334,773 $91.9M
Geode Capital Management, LLC 0.01% Reduce -1.5% 330,986 $90.9M
Invesco Ltd. 0.02% Reduce -5.0% 314,368 $86.3M
Copeland Capital Management, LLC 1.56% Add +0.4% 304,469 $83.6M
Bank of America Corp. 0.01% Add +401.1% 292,844 $80.4M
D. E. Shaw & Co. 0.12% Reduce -16.1% 284,702 $78.1M
Greenhouse Funds LLLP 3.89% Add +29.7% 270,263 $74.2M
JPMorgan Chase & Co. 0.01% Add +0.1% 268,677 $73.7M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 268,103 $73.6M
Segall Bryant & Hamill, LLC 1.28% Add +244.1% 263,396 $72.3M
Bank of New York Mellon Corp 0.01% Add +39.3% 258,845 $71.0M
Franklin Resources Inc. 0.02% Add +20729.7% 258,497 $70.9M
Norges Bank 0.01% Add +3.9% 249,513 $68.5M
Wellington Management Group LLP 0.01% Add +63.8% 212,942 $58.4M
Storebrand Asset Management As 0.19% Reduce -12.7% 204,012 $56.0M
Royce & Associates LP 0.51% Reduce -0.2% 199,478 $54.7M
Sei Investments Co. 0.08% Add +794.2% 198,116 $54.4M
Vaughan Nelson Investment Management, L.P. 0.47% Add +14.4% 184,880 $50.7M
First Trust Advisors LP 0.05% Add +5.6% 182,083 $50.0M
Northern Trust Corp. 0.01% Add +10.4% 177,015 $48.6M
HighTower Advisors, LLC 0.07% Add +0.2% 172,732 $47.4M
Morgan Stanley 0.00% Reduce -18.0% 162,036 $44.5M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -7.1% 160,689 $44.1M
Robeco Schweiz AG 0.73% Reduce -4.9% 137,720 $37.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% — 133,049 $36.5M
Boston Trust Walden Corp 0.26% Reduce -0.6% 126,067 $34.6M
Boston Partners 0.04% Add +24.8% 124,657 $33.4M
Balyasny Asset Management L.P. 0.08% Add +408.0% 115,074 $31.6M
Voloridge Investment Management, LLC 0.10% Reduce -33.0% 93,340 $25.6M
GMO 0.08% Add +138.5% 90,400 $24.8M
Gabelli Funds LLC 0.17% Reduce -2.4% 78,322 $21.5M
GAMCO Investors 0.22% Reduce -7.2% 73,112 $20.1M
Natixis Advisors, LLC 0.04% Add +113.5% 71,620 $19.7M
Nitorum Capital, L.P. 2.10% Reduce -1.1% 70,280 $19.3M
Principal Financial Group Inc. 0.01% Reduce -14.5% 67,737 $18.6M
Ceredex Value Advisors LLC 0.34% Reduce -13.7% 66,050 $18.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +82.9% 65,729 $18.0M
Goldman Sachs Group Inc. 0.00% Add +209.8% 65,355 $17.9M
Citadel Advisors 0.02% Reduce -11.3% 63,002 $17.3M
Trillium Asset Management, LLC 0.42% Add +4.1% 59,899 $16.4M
Rhumbline Advisers 0.02% Reduce -5.1% 58,899 $16.2M
Pioneer Trust Bank N A 4.28% Reduce -3.4% 57,747 $15.8M
Retirement Systems of Alabama 0.06% Reduce -2.2% 57,670 $15.8M
Nuveen Asset Management, LLC 0.00% Add +43.3% 56,846 $15.6M
Leeward Investments, LLC - MA 0.68% Add +5.6% 54,120 $14.9M
Envestnet Asset Management Inc. 0.01% Add +32.7% 54,057 $14.8M
Allianz Asset Management GmbH 0.02% Add +322.1% 53,788 $14.8M
Ameriprise Financial Inc. 0.00% Add +39.8% 52,721 $14.5M
Millennium Management 0.01% Reduce -65.8% 51,855 $14.2M
Renaissance Technologies 0.02% Reduce -16.3% 51,500 $14.1M
Orion Porfolio Solutions, LLC 0.14% Add +0.3% 47,283 $13.0M
Orion Portfolio Solutions, LLC 0.14% Add +0.3% 47,283 $13.0M
Cwm, LLC 0.06% Add +0.0% 47,272 $13.0M
Zacks Investment Management 0.14% New 45,378 $12.5M
Jane Street Group, LLC 0.01% Add +2030.8% 45,258 $12.4M
Legal & General Group Plc 0.00% Reduce -12.2% 42,163 $11.6M
Congress Asset Management Co. 0.08% Reduce -71.6% 41,145 $11.3M
Avalon Trust Co 0.89% Add +1.0% 40,830 $11.2M
Pennant Investors, LP 3.00% New 40,000 $11.0M
Swiss National Bank 0.01% Reduce -3.4% 39,800 $10.9M
Oppenheimer & Co. Inc. 0.17% Reduce -0.3% 39,776 $10.9M
Blair William & Co. 0.03% Reduce -24.5% 39,682 $10.9M
California Public Employees Retirement System 0.01% Reduce -5.5% 39,673 $10.9M
EDENTREE ASSET MANAGEMENT Ltd 3.11% Reduce -15.2% 35,829 $9.8M
State of Wisconsin Investment Board 0.03% Reduce -3.8% 35,530 $9.8M
Crawford Investment Counsel Inc. 0.18% Reduce -1.2% 34,831 $9.6M
Alliancebernstein L.P. 0.00% Reduce -1.1% 34,612 $9.5M
D.A. Davidson & Co. 0.08% Add +8.4% 33,589 $9.2M
Duff & Phelps Investment Management Co. 0.12% Reduce -10.4% 33,366 $9.2M
Value Holdings Management Co. LLC 1.66% No change 33,000 $9.1M
Kennedy Capital Management LLC 0.19% Add +180.7% 32,263 $8.9M
Gotham Asset Management 0.11% Reduce -2.6% 30,876 $8.5M
J. Safra Sarasin Holding AG 0.14% — 28,053 $7.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +23.5% 27,650 $7.6M
T. Rowe Price Associates Inc. 0.00% Reduce -2.6% 26,240 $7.2M
Corebridge Financial, Inc. 0.04% — 25,538 $7.0M
Royal Bank of Canada 0.00% Add +40.2% 25,343 $7.0M
Hamel Associates, Inc. 2.13% Reduce -1.8% 24,678 $6.8M
WealthPlan Investment Management, LLC 1.00% Add +0.1% 24,126 $6.6M
American Century Companies Inc. 0.00% Add +16.4% 24,067 $6.6M
River Road Asset Management, LLC 0.09% New 23,776 $6.5M
New York State Teachers Retirement System 0.01% Reduce -2.5% 23,497 $6.4M
Beaconlight Capital, LLC 3.12% New 22,448 $6.2M
Russell Investments Group, Ltd. 0.01% Reduce -2.1% 21,436 $5.9M
Danske Bank A/S 0.02% Add +193.5% 21,002 $5.8M
Engineers Gate Manager LP 0.13% Reduce -30.6% 20,941 $5.7M
F&V Capital Management, LLC 1.64% Add +4.5% 20,492 $5.6M
Moran Wealth Management, LLC 0.18% Add +1.8% 19,998 $5.5M
California State Teachers Retirement System 0.01% Reduce -6.0% 19,717 $5.4M
Southernsun Asset Management, LLC 0.63% New 18,992 $5.2M
Moore Capital Management, LP 0.12% New 18,870 $5.2M
State Board of Administration of Florida Retirement System 0.01% Reduce -13.6% 18,569 $5.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 17,477 $4.8M
Boston Common Asset Management, LLC 0.12% Add +12.0% 16,866 $4.6M
Wedge Capital Management L L P 0.08% Reduce -20.3% 16,833 $4.6M
Shelton Capital Management 0.12% Reduce -0.6% 16,398 $4.5M
Advisors Asset Management, Inc. 0.09% Add +6.8% 16,329 $4.5M
Fca Corp. 1.40% Add +1.6% 15,917 $4.4M
Nisa Investment Advisors, LLC 0.03% Add +0.0% 15,717 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Add +7.7% 15,278 $4.2M
Comerica Bank 0.02% Reduce -23.4% 14,856 $4.1M
UBS Group AG 0.00% Reduce -25.4% 14,831 $4.1M
Nordea Investment Management AB 0.00% Add +4.3% 14,530 $4.0M
LaFleur & Godfrey LLC 0.56% Reduce -3.7% 13,965 $3.8M
New York State Common Retirement Fund 0.01% Reduce -51.4% 13,926 $3.8M
L. Roy Papp & Associates, LLP 0.46% Reduce -12.2% 13,825 $3.8M
Castleark Management LLC 0.15% New 13,810 $3.8M
AQR Capital Management 0.01% Add +16.1% 13,628 $3.7M
Raymond James & Associates 0.00% Add +4.5% 13,527 $3.7M
De Lisle Partners LLP 0.78% Add +30.0% 13,000 $3.6M
Quadrature Capital Ltd 0.06% Reduce -10.0% 12,880 $3.5M
Two Sigma Investments, LP 0.01% Reduce -79.7% 12,719 $3.5M
Trexquant Investment LP 0.05% New 12,716 $3.5M
KBC Group NV 0.01% Add +0.7% 12,556 $3.4M
Amalgamated Bank 0.03% Reduce -5.0% 12,534 $3.4M
Ecofi Investissements SA 1.80% — 12,750 $3.2M
Stifel Financial Corp. 0.00% Reduce -0.3% 11,773 $3.2M
Covea Finance 0.15% Reduce -1.7% 11,700 $3.2M
Mutual of America Capital Management LLC 0.03% Reduce -7.1% 11,562 $3.2M
Algert Global LLC 0.10% New 11,496 $3.2M
CW Advisors, LLC 0.05% Reduce -58.6% 11,449 $3.1M
Richard P Slaughter Associates Inc 0.71% Add +3.5% 11,036 $3.0M
Holocene Advisors, LP 0.01% Reduce -51.6% 10,830 $3.0M
Security National Bank 0.43% No change 10,800 $3.0M
Lazard Asset Management LLC 0.00% Reduce -36.0% 10,765 $3.0M
MetLife Investment Management, LLC 0.02% Reduce -7.8% 10,629 $2.9M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.32% Reduce -15.1% 10,231 $2.8M
Townsquare Capital LLC 0.04% Reduce -21.7% 9,907 $2.7M
Man Group plc 0.01% Reduce -21.0% 9,747 $2.7M
Essex Investment Management Co. LLC 0.49% Reduce -7.6% 9,594 $2.6M
Janus Henderson Group PLC 0.00% Reduce -1.1% 9,498 $2.6M
MUFG Securities EMEA plc 0.12% New 9,399 $2.6M
DekaBank Deutsche Girozentrale 0.00% Reduce -41.0% 9,000 $2.5M
Creative Planning 0.00% Add +0.5% 8,922 $2.4M
BNP Paribas Financial Markets 0.00% Reduce -54.3% 8,920 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -36.4% 8,790 $2.4M
Treasurer of the State of North Carolina 0.01% Reduce -6.5% 8,656 $2.4M
Citigroup Inc. 0.00% Add +155.4% 8,495 $2.3M
Yousif Capital Management, LLC 0.03% Reduce -11.1% 8,484 $2.3M
Quantinno Capital Management LP 0.04% Add +187.9% 8,270 $2.3M
Van Eck Associates Corp. 0.00% Add +3.1% 8,209 $2.3M
Cetera Investment Advisers 0.01% Add +3.9% 8,173 $2.2M
Squarepoint Ops LLC 0.01% New 8,105 $2.2M
Fifth Third Bancorp 0.01% Add +1606.3% 8,088 $2.2M
Vontobel Holding Ltd. 0.01% Reduce -52.9% 8,077 $2.2M
Prelude Capital Management, LLC 0.18% Add +353.4% 8,011 $2.2M
Two Sigma Advisers, LP 0.00% Reduce -69.1% 8,000 $2.2M
Captrust Financial Advisors 0.01% Add +1.8% 7,975 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -3.9% 7,918 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -18.8% 7,815 $2.1M
Wells Fargo & Company 0.00% Add +11.9% 7,800 $2.1M
ExodusPoint Capital Management, LP 0.02% Reduce -9.4% 7,682 $2.1M
Barclays PLC 0.00% Reduce -76.0% 7,561 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -42.5% 7,460 $2.0M
Teachers Retirement System of the State of Kentucky 0.02% No change 7,244 $2.0M
Pathstone Holdings, LLC 0.01% Reduce -2.8% 6,999 $1.9M
ORG Partners LLC 0.23% New 6,760 $1.8M
Deutsche Bank AG 0.00% Reduce -43.3% 6,523 $1.8M
Susquehanna International Group, LLP 0.00% Add +304.4% 6,337 $1.7M
Moody National Bank Trust Division 0.13% Add +460.2% 6,173 $1.7M
River Global Investors LLP 0.46% Reduce -38.9% 6,135 $1.7M
Hantz Financial Services, Inc. 0.03% New 6,108 $1.7M
Canada Pension Plan Investment Board 0.00% No change 6,000 $1.6M
Ensign Peak Advisors, Inc 0.00% No change 5,971 $1.6M
Robeco Institutional Asset Management B.V. 0.00% No change 5,854 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -5.0% 5,700 $1.6M
Arizona State Retirement System 0.01% Reduce -1.4% 5,660 $1.6M
State of Tennessee, Department of Treasury 0.01% Add +16.8% 5,600 $1.5M
Nabity-Jensen Investment Management Inc 1.25% Reduce -1.3% 5,562 $1.5M
Bradley Foster & Sargent Inc. 0.03% New 5,545 $1.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 5,270 $1.5M
HSBC Holdings PLC 0.00% Reduce -36.0% 5,240 $1.4M
Tidal Investments LLC 0.02% Add +62.5% 5,176 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +1.4% 5,087 $1.4M
Marshall Wace, LLP 0.00% Reduce -41.5% 5,070 $1.4M
Nicollet Investment Management, Inc. 0.50% Reduce -2.6% 4,922 $1.4M
State of Michigan Retirement System 0.01% Reduce -3.9% 4,888 $1.3M
Wambolt & Associates, LLC 0.39% Add +10.1% 4,999 $1.3M
Victory Capital Management Inc. 0.00% Reduce -97.9% 4,745 $1.3M
Bank of Montreal 0.00% Reduce -92.8% 4,649 $1.3M
Verity Asset Management, Inc. 0.49% New 4,562 $1.3M
Cresset Asset Management, LLC 0.01% Add +92.7% 4,551 $1.3M
Walleye Capital LLC 0.01% Add +57.5% 4,519 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.03% Reduce -3.3% 4,507 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.2% 4,475 $1.2M
CenterBook Partners LP 0.08% Reduce -76.8% 4,471 $1.2M
New Mexico Educational Retirement Board 0.04% No change 4,400 $1.2M
Ameritas Investment Partners, Inc. 0.04% Reduce -6.9% 4,295 $1.2M
Global Alpha Capital Management Ltd. 0.09% Reduce -51.5% 4,290 $1.2M
Corient Private Wealth LP 0.00% Add +16.7% 4,261 $1.2M
Teacher Retirement System of Texas 0.01% Add +198.2% 4,211 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -19.4% 4,169 $1.1M
Schechter Investment Advisors, LLC 0.08% New 3,951 $1.1M
Illinois Municipal Retirement Fund 0.02% No change 3,906 $1.1M
Crestline Management, L.P. 0.08% Reduce -81.4% 3,894 $1.1M
Handelsbanken Fonder AB 0.00% No change 3,865 $1.1M
TBH Global Asset Management, LLC 0.23% Reduce -4.3% 3,849 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -5.8% 3,801 $1.0M
Intech Investment Management LLC 0.01% New 3,786 $1.0M
Bridges Investment Management Inc. 0.02% Add +15.3% 3,738 $1.0M
D.B. Root & Company, LLC 0.34% Reduce -3.8% 3,640 $999K
Moloney Securities Asset Management, LLC 0.14% New 3,618 $993K
Brevan Howard Capital Management LP 0.07% Reduce -3.3% 3,602 $989K
First National Bank of Omaha 0.06% Add +1.1% 3,590 $985K
Provenance Wealth Advisors, LLC 0.14% Add +0.9% 3,573 $981K
CX Institutional 0.05% Add +10.7% 3,570 $980K
Oppenheimer Asset Management Inc. 0.01% New 3,506 $962K
Compagnie Lombard Odier SCmA 0.02% Reduce -2.9% 3,405 $935K
Harbor Capital Advisors, Inc. 0.07% Add +292.4% 3,386 $929K
Bessemer Group Inc. 0.00% Add +30.1% 3,299 $906K
Vestcor Inc 0.03% No change 3,269 $897K
Curi Capital, LLC 0.02% No change 3,243 $890K
Pacer Advisors, Inc. 0.00% Reduce -4.0% 2,986 $820K
Prudential Financial Inc. 0.00% Add +0.6% 2,982 $818K
Tower Research Capital LLC (TRC) 0.01% Add +88.7% 2,931 $804K
Norden Group LLC 0.16% Add +23.1% 2,897 $795K
Voya Investment Management LLC 0.00% Reduce -3.2% 2,806 $770K
Chesapeake Capital Corp. 1.01% New 2,805 $770K
Tradewinds Capital Management, LLC 0.23% No change 2,800 $768K
US Bancorp \de 0.00% Add +2.2% 2,689 $738K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Add +0.3% 2,638 $724K
SG Americas Securities, LLC 0.00% Reduce -68.7% 2,618 $719K
Jump Financial, LLC 0.01% Reduce -75.5% 2,593 $712K
Avidian Wealth Enterprises, LLC 0.03% Reduce -0.8% 2,562 $703K
Pictet Asset Management Holding SA 0.00% Reduce -16.4% 2,477 $680K
Atria Investments, Inc 0.01% New 2,434 $668K
Verition Fund Management LLC 0.01% Reduce -67.4% 2,424 $665K
Martin Currie Ltd. 0.02% Reduce -31.7% 2,418 $664K
Heritage Trust Co 0.09% No change 2,393 $657K
Alliance Wealth Advisors, LLC 0.19% Add +8.2% 2,367 $650K
Washington Capital Management, Inc. 0.55% No change 2,350 $645K
Seven Eight Capital, LP 0.07% Reduce -16.0% 2,341 $642K
Synovus Financial Corp. 0.01% New 2,315 $635K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.7% 2,290 $628K
LPL Financial LLC 0.00% Reduce -3.1% 2,270 $623K
State of Alaska, Department of Revenue 0.01% No change 2,257 $619K
Federated Hermes, Inc. 0.00% Reduce -8.8% 2,228 $611K
Public Employees Retirement Association of Colorado 0.00% Reduce -6.9% 2,219 $609K
Xponance LLC 0.01% Reduce -16.2% 2,171 $596K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 2,160 $593K
Bridgewater Associates 0.00% New 1,922 $527K
Aigen Investment Management, LP 0.10% Reduce -51.2% 1,879 $516K
Qsemble Capital Management, LP 0.10% New 1,836 $504K
Banque Cantonale Vaudoise 0.02% Reduce -10.4% 1,820 $499K
Cullen Capital Management, LLC 0.01% Reduce -0.1% 1,755 $482K
Snowden Capital Advisors LLC 0.01% Add +9.6% 1,750 $481K
Diametric Capital, LP 0.26% Reduce -5.0% 1,719 $472K
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.5% 1,717 $470K
PNC Financial Services Group, Inc. 0.00% Add +4.6% 1,693 $465K
Gladstone Institutional Advisory LLC 0.02% Add +0.1% 1,687 $463K
Johnson Investment Counsel Inc. 0.00% Add +65.3% 1,681 $461K
Horizon Kinetics Asset Management LLC 0.01% No change 1,675 $460K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.1% 1,672 $459K
Sigma Planning Corp 0.01% Reduce -19.7% 1,639 $450K
MML Investors Services, LLC 0.00% Add +57.5% 1,629 $447K
Securian Asset Management, Inc. 0.01% Reduce -9.5% 1,611 $442K
Avantax Advisory Services, Inc. 0.00% New 1,607 $441K
Maryland State Retirement & Pension System 0.01% No change 1,602 $440K
South Dakota Investment Council 0.01% No change 1,600 $439K
AXA S.A. 0.00% Reduce -27.9% 1,572 $431K
Perigon Wealth Management, LLC 0.01% Add +6.7% 1,571 $431K
Mackenzie Financial Corp. 0.00% Add +13.9% 1,523 $418K
Delta Asset Management LLC 0.04% No change 1,522 $418K
Campbell & CO Investment Adviser LLC 0.04% New 1,502 $412K
Lanark Financial, Inc. 0.04% New 1,504 $412K
ELCO Management Co., LLC 0.24% Add +7.1% 1,501 $412K
Personal Cfo Solutions, LLC 0.06% Add +40.4% 1,469 $403K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 1,466 $402K
Beverly Hills Private Wealth, LLC 0.09% New 1,454 $399K
Arcadia Investment Management Corp. 0.07% Reduce -11.2% 1,393 $382K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.2% 1,386 $380K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -23.1% 1,367 $375K
Fox Run Management, L.L.C. 0.07% Add +22.9% 1,345 $369K
Janney Montgomery Scott LLC 0.00% New 1,323 $363K
Inspire Investing, LLC 0.04% Reduce -17.8% 1,322 $363K
Yarbrough Capital, LLC 0.01% No change 1,288 $353K
ProShare Advisors LLC 0.00% Reduce -17.9% 1,280 $351K
Diversify Wealth Management, LLC 0.04% — 1,259 $351K
Ethic Inc. 0.01% Reduce -50.0% 1,277 $350K
Pinnacle Bancorp, Inc. 0.10% No change 1,267 $348K
UMB Bank, n.a. 0.01% Add +0.6% 1,264 $347K
NorthCrest Asset Manangement, LLC 0.01% New 1,245 $342K
Shufro Rose & Co. LLC 0.03% No change 1,200 $329K
Crossmark Global Holdings, Inc. 0.01% Reduce -17.4% 1,183 $325K
Jefferies Financial Group Inc. 0.01% New 1,174 $322K
MAI Capital Management 0.00% Add +0.7% 1,171 $321K
Peloton Wealth Strategists 0.13% Reduce -20.5% 1,163 $319K
CreativeOne Wealth, LLC 0.02% Add +23.4% 1,160 $319K
M&T Bank Corp 0.00% Add +6.5% 1,134 $312K
Asset Management One Co., Ltd. 0.00% New 1,106 $304K
Kepos Capital LP 0.12% Reduce -19.9% 1,104 $303K
First Nebraska Trust Co 0.03% No change 1,100 $302K
Welch Group, LLC 0.01% New 1,100 $302K
Mariner, LLC 0.00% Add +12.0% 1,082 $297K
Osaic Holdings, Inc. 0.00% Reduce -94.9% 1,078 $296K
Utah Retirement Systems 0.00% Reduce -8.8% 1,037 $285K
Phoenix Financial Ltd. 0.00% Add +1.6% 965 $265K
Truist Financial Corp. 0.00% New 896 $246K
Cyndeo Wealth Partners, LLC 0.02% No change 877 $241K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.7% 827 $227K
Pinebridge Investments, L.P. 0.00% Reduce -68.4% 826 $227K
Equitable Holdings, Inc. 0.00% New 816 $224K
Choreo, LLC 0.00% New 815 $220K
Gitterman Wealth Management, LLC 0.08% New 799 $219K
Hiley Hunt Wealth Management 0.13% New 776 $213K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -65.6% 773 $212K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -24.9% 754 $207K
State of Wyoming 0.03% New 741 $203K
Clearstead Advisors, LLC 0.00% New 719 $197K
Northwestern Mutual Wealth Management Co. 0.00% Add +2981.8% 678 $186K
AlphaQuest LLC 0.02% Reduce -86.5% 664 $182K
Aquatic Capital Management LLC 0.01% Reduce -70.9% 640 $176K
Concourse Financial Group Securities, Inc. 0.01% Add +366.9% 565 $155K
Principal Securities, Inc. 0.00% Add +100.0% 508 $139K
Chesapeake Asset Management LLC 0.11% No change 430 $118K
Meeder Asset Management Inc. 0.01% No change 287 $79K
Cullen/Frost Bankers, Inc. 0.00% No change 283 $78K
Optimum Investment Advisors 0.03% No change 281 $77K
Quadrant Capital Group LLC 0.01% Add +9.2% 274 $75K
Redwood Wealth Management Group, LLC 0.05% New 250 $69K
First Horizon Advisors, Inc. 0.00% Add +58.0% 248 $68K
Great Lakes Retirement, Inc. 0.01% New 223 $61K
Huntington National Bank 0.00% Add +285.4% 212 $58K
Parkside Financial Bank & Trust 0.01% Add +37.6% 205 $56K
Catalyst Funds Management Pty Ltd 0.01% Reduce -33.3% 200 $55K
Raleigh Capital Management Inc. 0.02% New 192 $53K
AdvisorNet Financial, Inc 0.00% Add +3.8% 191 $52K
Versant Capital Management, Inc 0.01% New 190 $52K
Quarry LP 0.02% Add +268.0% 184 $50K
Covestor Ltd 0.03% Add +134.7% 169 $47K
Signaturefd, LLC 0.00% Reduce -16.8% 158 $43K
Avior Wealth Management, LLC 0.00% Add +14.8% 155 $43K
Webster Bank, N. A. 0.00% No change 150 $41K
Venturi Wealth Management, LLC 0.00% Add +353.1% 145 $40K
CI Investments Inc. 0.00% Reduce -0.7% 136 $37K
Arax Advisory Partners 0.00% Reduce -4.3% 134 $37K
Nomura Asset Management Co. Ltd. 0.00% No change 126 $35K
Sound Income Strategies, LLC 0.00% No change 125 $34K
Allworth Financial LP 0.00% Add +3900.0% 120 $33K
Quent Capital, LLC 0.00% No change 118 $32K
Global Retirement Partners, LLC 0.00% Add +10.6% 104 $29K
CIBC Private Wealth Group LLC 0.00% Reduce -96.4% 94 $25K
LGT Financial Advisors LLC 0.05% No change 91 $25K
Mather Group, Llc. 0.00% Add +2060.0% 108 $25K
Centerpoint Advisors, LLC 0.01% Reduce -1.3% 79 $22K
Rise Advisors, LLC 0.01% No change 79 $22K
CBIZ Investment Advisory Services, LLC 0.00% No change 72 $20K
Parallel Advisors, LLC 0.00% Add +56.8% 69 $19K
Horizon Financial Services, LLC 0.01% No change 65 $18K
Farther Finance Advisors, LLC 0.00% Add +400.0% 65 $17K
Capital Advisors, Ltd. LLC 0.00% New 57 $16K
Colonial Trust Advisors 0.00% No change 51 $14K
Millburn Ridgefield LLC 0.00% Reduce -27.5% 50 $14K
Catalyst Capital Advisors LLC 0.00% Reduce -27.5% 50 $14K
Beacon Capital Management, LLC 0.00% No change 50 $14K
GAMMA Investing LLC 0.00% Add +318.2% 46 $13K
Leonteq Securities AG 0.00% Add +76.0% 44 $12K
Lindbrook Capital, LLC 0.00% Add +412.5% 41 $11K
Harbour Investments, Inc. 0.00% New 41 $11K
EverSource Wealth Advisors, LLC 0.00% No change 34 $10K
Atlas Capital Advisors Inc. 0.00% New 34 $9K
Hexagon Capital Partners LLC 0.00% New 32 $9K
Smithfield Trust Co 0.00% No change 26 $7K
Private Wealth Management Group, LLC 0.00% New 22 $6K
Ashton Thomas Private Wealth, LLC 0.00% New 22 $6K
Global Wealth Strategies & Associates 0.00% No change 21 $6K
Allspring Global Investments Holdings, LLC 0.00% New 20 $5K
FinTrust Capital Advisors, LLC 0.00% Reduce -26.9% 19 $5K
McIlrath & Eck, LLC 0.00% No change 18 $5K
St Germain D J Co. Inc. 0.00% New 17 $5K
Triad Wealth Partners, LLC 0.00% New 16 $4K
WASHINGTON TRUST Co 0.00% New 16 $4K
IFP Advisors, Inc 0.00% No change 16 $4K
Iron Horse Wealth Management, LLC 0.00% No change 15 $4K
Blue Trust, Inc. 0.00% New 18 $4K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -12.5% 14 $4K
Balefire, LLC 0.00% New 12 $3K
JFS Wealth Advisors, LLC 0.00% Add +22.2% 11 $3K
Innealta Capital, LLC 0.00% New 9 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -95.7% 9 $2K
Smartleaf Asset Management LLC 0.00% Add +60.0% 8 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 8 $2K
National Bank of Canada 0.00% No change 8 $2K
Financial Network Wealth Advisors LLC 0.00% New 6 $2K
Abich Financial Wealth Management LLC 0.00% New 6 $2K
Raffa Wealth Management, LLC 0.00% No change 6 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +200.0% 6 $2K
Sachetta, LLC 0.00% New 5 $2K
Janiczek Wealth Management, LLC 0.00% No change 5 $1K
Montag A & Associates Inc. 0.00% New 4 $1K
SJS Investment Consulting Inc. 0.00% No change 4 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -50.0% 4 $1K
Benjamin Edwards Inc. 0.00% New 2 $1K
CVA Family Office, LLC 0.00% New 3 $823
Carolinas Wealth Consulting LLC 0.00% New 3 $754
Lynx Investment Advisory 0.00% — 2 $549
TFC Financial Management, Inc. 0.00% New 2 $549
Bell Investment Advisors, Inc 0.00% New 2 $549
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 2 $548

"% of holder's portfolio" is VMI's weight in each manager's 13F, not the share of Valmont Industries the manager owns.