VMI
Valmont Industries, Inc. · Industrials · Conglomerates
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 133 | -3 | 11.48M | $6.60B | +8 | −10 |
| Q1 2026 | 138 | +6 | 11.71M | $4.67B | +9 | −4 |
| Q4 2025 | 132 | 0 | 12.72M | $5.09B | +1 | — |
| Q3 2025 | 18 | -1 | 6.49M | $2.51B | — | −2 |
| Q2 2025 | 17 | -2 | 6.20M | $2.03B | — | −2 |
| Q1 2025 | 16 | 0 | 1.95M | $557.93M | — | — |
| Q4 2024 | 16 | +1 | 1.80M | $553.54M | +1 | — |
| Q3 2024 | 14 | 0 | 1.36M | $392.99M | +1 | −1 |
| Q2 2024 | 14 | — | 1.41M | $386.45M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 330.99K | — | $90.86M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 330.99K | — | $90.86M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 284.70K | — | $78.14M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 284.70K | — | $78.14M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 249.51K | — | $68.48M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 212.94K | — | $58.44M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 212.94K | — | $58.44M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 212.94K | — | $58.44M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | GAMCO Investors ✦ | 73.11K | — | $20.07M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 63.00K | — | $17.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 63.00K | — | $17.29M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 51.85K | — | $14.23M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 51.50K | — | $14.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 30.88K | — | $8.47M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 26.24K | — | $7.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 26.24K | — | $7.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 13.63K | — | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 13.63K | — | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 13.63K | — | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 12.72K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 5.07K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 1.92K | — | $527,493 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 599 holders, 17.51M shares, $6.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.