| 0.01% |
| 4 | STATE STREET CORP | 660K | $381.5M | +2.2% | 3.417% | 0.01% |
| 5 | Neuberger Berman Group LLC | 498K | $287.4M | -24.1% | 2.577% | 0.10% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 424K | $245.1M | -2.6% | 2.197% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 390K | $225.4M | +0.2% | 2.021% | 0.04% |
| 8 | EARNEST PARTNERS LLC | 382K | $220.5M | -1.8% | 1.977% | 0.80% |
| 9 | Invesco Ltd. | 367K | $211.9M | -14.9% | 1.900% | 0.02% |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | 338K | $195.1M | -6.8% | 1.750% | 0.80% |
| 11 | BANK OF AMERICA CORP /DE/ | 304K | $175.4M | +10.9% | 1.573% | 0.01% |
| 12 | SEI INVESTMENTS CO | 280K | $161.7M | -3.1% | 1.451% | 0.14% |
| 13 | FRANKLIN RESOURCES INC | 259K | $149.6M | -35.2% | 1.342% | 0.03% |
| 14 | Robert B. Daugherty Foundation | 250K | $144.4M | 0.0% | 1.295% | 100.00% |
| 15 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 247K | $142.9M | -2.0% | 1.282% | 1.26% |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | 246K | $142.3M | — | 1.276% | 0.39% |
| 17 | NORGES BANK | 244K | $141.1M | — | 1.265% | 0.01% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 244K | $141.0M | -4.3% | 1.264% | 0.02% |
| 19 | Pictet Asset Management Holding SA | 239K | $138.2M | +7551.1% | 1.239% | 0.13% |
| 20 | Impax Asset Management Group plc | 226K | $130.6M | -0.4% | 1.171% | 0.85% |
| 21 | SEGALL BRYANT & HAMILL, LLC | 206K | $118.9M | -7.3% | 1.067% | 1.41% |
| 22 | Quantinno Capital Management LP | 198K | $114.6M | +23.9% | 1.028% | 0.14% |
| 23 | Ninety One UK Ltd | 190K | $109.7M | +17.3% | 0.984% | 0.25% |
| 24 | NORTHERN TRUST CORP | 180K | $103.8M | -4.1% | 0.931% | 0.01% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 178K | $102.4M | -15.0% | 0.924% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VMI — a direct measure of their conviction.
| 90.81% |
| 0.66 pp |
| $4.71B |
| 8.9% |
| Q4 2024 | 474 | +12% | 91.47% | +1.56 pp | $5.16B | +7.8% |
| Q3 2024 | 425 | — | 89.91% | — | $4.79B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
112 institutions opened new positions in VMI during Q2 2026, while 63 fully exited. 471 added to existing positions and 57 trimmed.
VMI institutional ownership rose by 2.18 percentage points quarter-over-quarter, with a net change of +51 holders.
The top 10 institutions account for 39.0% of all reported 13F value in VMI, and the top 25 account for 59.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Valmont Industries, Inc. (VMI) Institutional Ownership