Valmont Industries

VMI • NYSE

Valmont Industries is a conglomerates company in the industrials sector on NYSE, led by Avner M. Applbaum, with a market cap of $8.2B. As of Q3 2025, 91% of shares are held by 521 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.82%.

President and Chief Executive OfficerAvner M. Applbaum

Market Cap$8.2B

Conglomerates

Industrials

Employees11.1K

Websitevalmont.com

Country

United States of America

Overview

Overview of institutional ownership in VMI as of Q3 2025 with a market cap of $7.7B

All Institutions

Institutions: 521
Value Held: $6.9B
Shares Held: 17.9M
Avg Position: $13.3M
Median Position: $920.1K

Hedge Funds

Hedge Funds: 36
Value Held: $384.1M
Shares Held: 992.4K
Avg Position: $10.7M
Median Position: $1.8M

Ownership Breakdown

Institutional (non-HF)

85.52%

$6.5B

Hedge Funds

5.02%

$384.1M

Retail & Other

9.46%

$723.8M

Based on market cap of $7.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in VMI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$751.7M 0.01% of portfolio	9.82% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$735.0M 0.01% of portfolio	9.60% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
N Neuberger Berman Group LLC Institution	-	$276.3M 0.20% of portfolio	3.61% 712.6K shares	≤ Q2 2013 Held for 12y 5m+	$136.94B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$254.1M 0.01% of portfolio	3.31% 654.2K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$195.7M 0.05% of portfolio	2.56% 504.7K shares	Q1 2023 Held for 2y 8m	$395.36B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$164.0M 0.03% of portfolio	2.14% 423.0K shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$161.0M 0.03% of portfolio	2.10% 415.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
EARNEST PARTNERS LLC Long Only Manager	Paul Ernest Viera CEO	$154.9M 0.67% of portfolio	2.02% 399.4K shares	Q2 2024 Held for 1y 5m	$23.1B
KING LUTHER CAPITAL MANAGEMENT CORP Long Only Manager	John Luther King CEO	$144.9M 0.60% of portfolio	1.89% 373.6K shares	≤ Q2 2013 Held for 12y 5m+	$24.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$138.3M 0.01% of portfolio	1.81% 356.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for VMI in Q3 2025

Traded: +$73.3M
Buyers: 253
Sellers: 213
Total Bought: +$499.1M
Total Sold: −$425.9M
Avg Position: $12.4M

Biggest Buyers

Institution	Net Bought	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$59.1M +153.4K shares	$108.9M 282.6K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$34.0M +88.9K shares	$37.8M 99.0K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$27.8M +71.7K shares	$84.9M 218.8K shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Long Only Manager	+$25.6M +66.0K shares	$98.4M 253.7K shares
Clearbridge Investments, LLC Long Only Manager	+$22.0M +56.6K shares	$22.0M 56.6K shares
A Amundi Institution	+$19.9M +51.3K shares	$60.0M 154.6K shares
UBS Group AG Institution	+$19.0M +48.9K shares	$53.8M 138.8K shares
HENDERSON GROUP PLC Institution	+$18.7M +48.2K shares	$22.1M 56.9K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	+$16.1M +41.5K shares	$24.9M 64.3K shares
Invesco Ltd. ETF Provider	+$12.6M +32.4K shares	$164.0M 423.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
N Neuberger Berman Group LLC Institution	−$82.6M −213.0K shares	$276.3M 712.6K shares
FMR LLC Institution	−$49.3M −127.1K shares	$113.9M 293.8K shares
B BROWN ADVISORY INC RIA/Wealth	−$39.0M −100.7K shares	$106.1M 273.5K shares
VANGUARD GROUP INC Institution	−$19.9M −51.3K shares	$751.7M 1.9M shares
JPMORGAN CHASE & CO Institution	−$18.1M −46.6K shares	$69.2M 178.5K shares
D D. E. Shaw & Co., Inc. Institution	−$17.9M −46.2K shares	$8.7M 22.5K shares
Bank of New York Mellon Corp Institution	−$15.9M −40.9K shares	$61.6M 158.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$13.7M −35.3K shares	$24.9M 64.2K shares
B BlackRock, Inc. Institution	−$11.6M −30.0K shares	$735.0M 1.9M shares
River Road Asset Management, LLC Long Only Manager	−$8.8M −22.7K shares	$10.1M 26.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VMI in Q3 2025

New Positions: 36
New Value: $16.4M
Exited Positions: 40
Exited Value: $32.0M

New Positions

Institution	Position Value
TrimTabs Asset Management, LLC Long Only Manager	$5.6M 14.5K shares
Pier Capital, LLC Long Only Manager	$3.7M 9.5K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$802.6K 2.1K shares
Lighthouse Investment Partners, LLC Fund of Funds	$583.9K 1.5K shares
BRIGHTON JONES LLC RIA/Wealth	$485.5K 1.3K shares
Riverwater Partners LLC RIA/Wealth	$482.3K 1.2K shares
Allen Capital Group, LLC RIA/Wealth	$428.8K 1.1K shares
TRANSATLANTIQUE PRIVATE WEALTH LLC RIA/Wealth	$399.0K 1.0K shares
T TCG Advisory Services, LLC RIA/Wealth	$368.7K 951.0 shares
I Impact Partnership Wealth, LLC RIA/Wealth	$313.0K 807.0 shares

Exited Positions

Institution	Previous Position
Trexquant Investment LP Hedge Fund•Quant	$6.1M 18.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$6.0M 18.5K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$3.6M 11.0K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$3.0M 9.1K shares
L Livforsakringsaktiebolaget Skandia Institution	$2.2M 6.8K shares
Z Zurich Insurance Group Ltd/FI Institution	$1.4M 4.3K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$1.2M 3.7K shares
Integrated Quantitative Investments LLC Long Only Manager	$1.1M 3.3K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$1.0M 3.2K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$701.1K 2.1K shares

Options Activity

Institutions with the largest Call and Put options positions in VMI as of Q3 2025

Call Positions: 6
Call Value: $28.7M
Put Positions: 6
Put Value: $5.1M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$15.4M 397.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$5.4M 139.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.8M 98.0 contracts
J JANE STREET GROUP, LLC Institution	$2.2M 58.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.8M 47.0 contracts
Walleye Trading LLC RIA/Wealth	$38.8K 1.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 52.0 contracts
WELLS FARGO & COMPANY/MN Institution	$1.2M 32.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.0M 26.0 contracts
W WOLVERINE TRADING, LLC Institution	$611.6K 16.0 contracts
Walleye Trading LLC RIA/Wealth	$232.6K 6.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	- - contracts

Most Committed Institutions

Institutions with VMI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P PIONEER TRUST BANK N A/OR Institution	-	4.31% $18.4M	0.24% 47.4K shares	≤ Q2 2013 Held for 12y 5m+	$426.8M
P Pennant Investors, LP Institution	-	3.45% $12.8M	0.17% 33.1K shares	Q2 2024 Held for 1y 5m	$371.7M
N Nitorum Capital, L.P. Hedge Fund•Long/Short	Seth Damon Rosen Managing Partner	3.37% $19.2M	0.25% 49.5K shares	Q4 2015 Held for 9y 11m	$569.3M
F&V Capital Management, LLC RIA/Wealth	Karin Maria Mueller-Paris Partner	3.13% $13.8M	0.18% 35.7K shares	≤ Q2 2013 Held for 12y 5m+	$442.0M
G Greenhouse Funds LLLP Hedge Fund•Long/Short	Joseph Michael Milano CIO	3.00% $77.3M	1.01% 199.4K shares	Q4 2020 Held for 4y 11m	$2.6B
E EDENTREE ASSET MANAGEMENT Ltd Institution	-	2.39% $9.9M	0.13% 25.5K shares	Q2 2023 Held for 2y 5m	$414.8M
V VALUE HOLDINGS MANAGEMENT CO. LLC Hedge Fund•Value	Timothy Joseph Curro Managing Partner	2.05% $12.8M	0.17% 33.0K shares	Q1 2018 Held for 7y 8m	$623.8M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	1.79% $86.1M	1.13% 222.2K shares	Q3 2023 Held for 2y 2m	$4.8B
SEGALL BRYANT & HAMILL Long Only Manager	Carolyn B Goldhaber President	1.49% $111.6M	1.46% 287.9K shares	Q1 2024 Held for 1y 8m	$7.5B
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	1.43% $5.1M	0.07% 13.0K shares	≤ Q2 2013 Held for 12y 5m+	$353.4M

Hedge Fund Spotlight

Discover hedge funds investing in VMI

EntryPoint Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerLawrence Edward Leibowitz

Portfolio Value: $258.4M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in Valmont Industries

Market Value: $317.2K
Shares Held: 818.0
Portfolio Weight: 0.12%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Verizon Communications VZ	Telecommunications Services Communication Services	$1.5M	0.60%
2 Strategic Education, Inc. STRA	Education & Training Services Consumer Defensive	$1.5M	0.58%
3 ESCO Technologies ESE	Hardware, Equipment & Parts Technology	$1.5M	0.56%