# VALMONT INDS INC (VMI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VMI/

- Reporting holders: 18
- Reported value: $163.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Robert B. Daugherty Foundation](https://holderbook.com/funds/1515721-robert-b-daugherty-foundation/) | $115.7M | 250,000 | 100.0% | 4 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $41.3M | 89,169 | 0.3% | 23 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.4M | 5,163 | 0.2% | 11 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $847.7K | 1,831 | 0.0% | 20 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $598.6K | 1,293 | 0.1% | 10 |
| [Hiley Hunt Wealth Management](https://holderbook.com/funds/2048051-hiley-hunt-wealth-management/) | $364.3K | 787 | 0.1% | 10 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $337.5K | 720 | 0.0% | 5 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $317.6K | 686 | 0.0% | 5 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $294.5K | 636 | 0.1% | 4 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $277.8K | 600 | 0.0% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $185.7K | 401 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $171.3K | 370 | 0.0% | 12 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $127.2K | 275 | 0.1% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $47.2K | 102 | 0.0% | 5 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $23.6K | 51 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $23.1K | 50 | 0.0% | 9 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $10.6K | 23 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.7K | 8 | 0.0% | 16 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $974 | 2,103 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $163.0M |
| Q2 2026 | 656 | $11.3B |
| Q1 2026 | 607 | $7.2B |
| Q4 2025 | 583 | $7.4B |
| Q3 2025 | 533 | $7.1B |
| Q2 2025 | 499 | $5.9B |
| Q1 2025 | 503 | $5.1B |
| Q4 2024 | 489 | $5.5B |
| Q3 2024 | 440 | $5.3B |
| Q2 2024 | 409 | $5.0B |
| Q1 2024 | 388 | $4.2B |
| Q4 2023 | 379 | $4.3B |