Valmont Industries Inc
VMI- 交易所
- NYSE
- 產業
- Fabricated Structural Metal Products
- SEC CIK
- 0000102729
近 90 天，Valmont Industries Inc 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 653 家機構在 13F 申報持有，市值合計 $105.6 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Valmont Industries Inc 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 653
- 較 2026 年第 1 季 +53 家
- 持有股數
- 1,833 萬
- 較 2026 年第 1 季 +59.0 萬 (+3.3%)
- 總市值
- $105.6 億
- 較 2026 年第 1 季 +$34.8 億 (+49.1%)
- 新進機構
- 119
- 另有 198 家加碼
- 清倉機構
- 66
- 另有 230 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VMI 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 653 | $105.6 億 |
| 2026 年第 1 季 | 608 | $71.6 億 |
| 2025 年第 4 季 | 582 | $73.7 億 |
| 2025 年第 3 季 | 534 | $70.6 億 |
| 2025 年第 2 季 | 500 | $59.3 億 |
| 2025 年第 1 季 | 505 | $51.2 億 |
| 2024 年第 4 季 | 490 | $54.9 億 |
| 2024 年第 3 季 | 441 | $53.0 億 |
| 2024 年第 2 季 | 410 | $50.8 億 |
| 2024 年第 1 季 | 390 | $42.5 億 |
| 2023 年第 4 季 | 381 | $43.4 億 |
| 2023 年第 3 季 | 383 | $43.6 億 |
| 2023 年第 2 季 | 379 | $52.7 億 |
| 2023 年第 1 季 | 365 | $59.9 億 |
| 2022 年第 4 季 | 353 | $62.9 億 |
| 2022 年第 3 季 | 318 | $50.7 億 |
| 2022 年第 2 季 | 298 | $42.7 億 |
| 2022 年第 1 季 | 304 | $45.7 億 |
| 2021 年第 4 季 | 289 | $45.9 億 |
| 2021 年第 3 季 | 285 | $43.5 億 |
| 2021 年第 2 季 | 304 | $43.7 億 |
| 2021 年第 1 季 | 302 | $44.7 億 |
2026 年第 2 季持有機構
每家機構持有 Valmont Industries Inc 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,976,054 | $11.4 億 | 0.02% | +84,382+4.5% | 加碼 |
| Vanguard Portfolio Management LLC | 854,011 | $4.93 億 | 0.02% | −9,255−1.1% | 減碼 |
| Vanguard Capital Management LLC | 844,005 | $4.87 億 | 0.01% | −1,429−0.2% | 減碼 |
| State Street Corp | 659,625 | $3.82 億 | 0.01% | +14,034+2.2% | 加碼 |
| Neuberger Berman Group LLC | 497,545 | $2.87 億 | 0.19% | −158,257−24.1% | 減碼 |
| Geode Capital Management, LLC | 424,196 | $2.45 億 | 0.01% | −11,201−2.6% | 減碼 |
| Dimensional Fund Advisors LP | 390,222 | $2.25 億 | 0.04% | +726+0.2% | 加碼 |
| Earnest Partners LLC | 381,692 | $2.20 億 | 0.80% | −6,997−1.8% | 減碼 |
| Invesco Ltd. | 366,785 | $2.12 億 | 0.02% | −64,352−14.9% | 減碼 |
| King Luther Capital Management Corp | 337,838 | $1.95 億 | 0.80% | −24,709−6.8% | 減碼 |
| Bank of America Corp | 303,684 | $1.75 億 | 0.01% | +29,957+10.9% | 加碼 |
| SEI Investments Co | 280,023 | $1.62 億 | 0.14% | −9,039−3.1% | 減碼 |
| Franklin Resources Inc | 259,068 | $1.50 億 | 0.03% | −140,581−35.2% | 減碼 |
| Robert B. Daugherty Foundation | 250,000 | $1.44 億 | 100.00% | 00.0% | 不變 |
| Vaughan Nelson Investment Management, L.P. | 247,458 | $1.43 億 | 1.26% | −5,147−2.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 246,376 | $1.42 億 | 0.39% | +246,376 | 新進 |
| Norges Bank | 244,208 | $1.41 億 | 0.01% | +244,208 | 新進 |
| Charles Schwab Investment Management Inc | 244,104 | $1.41 億 | 0.02% | −10,945−4.3% | 減碼 |
| Pictet Asset Management Holding SA | 239,251 | $1.38 億 | 0.13% | +236,124+7,551.1% | 加碼 |
| Impax Asset Management Group plc | 226,080 | $1.31 億 | 0.85% | −995−0.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 205,924 | $1.19 億 | 1.41% | −16,324−7.3% | 減碼 |
| Quantinno Capital Management LP | 198,423 | $1.15 億 | 0.14% | +38,243+23.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 197,597 | $1.14 億 | 0.07% | −12,522−6.0% | 減碼 |
| Ninety One UK Ltd | 189,999 | $1.10 億 | 0.25% | +28,075+17.3% | 加碼 |
| Northern Trust Corp | 179,741 | $1.04 億 | 0.01% | −7,767−4.1% | 減碼 |
| AQR Capital Management LLC | 178,340 | $1.02 億 | 0.04% | −31,456−15.0% | 減碼 |
| First Trust Advisors LP | 175,843 | $1.02 億 | 0.06% | +23,338+15.3% | 加碼 |
| FMR LLC | 174,122 | $1.01 億 | 0.00% | −52,781−23.3% | 減碼 |
| Morgan Stanley | 166,497 | $9,617 萬 | 0.01% | +276+0.2% | 加碼 |
| JPMorgan Chase & Co | 166,788 | $9,615 萬 | 0.01% | −15,357−8.4% | 減碼 |
| Copeland Capital Management, LLC | 161,012 | $9,300 萬 | 1.91% | −44,471−21.6% | 減碼 |
| Price T Rowe Associates Inc | 160,608 | $9,277 萬 | 0.01% | +13,460+9.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 157,550 | $9,100 萬 | 0.11% | +12,450+8.6% | 加碼 |
| Victory Capital Management Inc | 152,679 | $8,819 萬 | 0.05% | +2,480+1.7% | 加碼 |
| Southpoint Capital Advisors LP | 150,000 | $8,664 萬 | 1.97% | +150,000 | 新進 |
| Bank of New York Mellon Corp | 144,951 | $8,372 萬 | 0.01% | −8,428−5.5% | 減碼 |
| Thrivent Financial for Lutherans | 132,935 | $7,678 萬 | 0.13% | +125,072+1,590.6% | 加碼 |
| Jupiter Topco LLC | 130,279 | $7,531 萬 | 0.03% | +130,279 | 新進 |
| Goldman Sachs Group Inc | 127,782 | $7,381 萬 | 0.01% | +36,748+40.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 121,880 | $7,040 萬 | 0.02% | +736+0.6% | 加碼 |
| Brown Advisory Inc | 121,839 | $7,037 萬 | 0.11% | −48,356−28.4% | 減碼 |
| Natixis Advisors, L.P. | 118,082 | $6,820 萬 | 0.08% | +5,611+5.0% | 加碼 |
| Point72 Asset Management, L.P. | 118,065 | $6,819 萬 | 0.10% | +70,654+149.0% | 加碼 |
| Mawer Investment Management Ltd. | 114,118 | $6,591 萬 | 0.45% | +114,118 | 新進 |
| Allianz Asset Management GmbH | 111,478 | $6,439 萬 | 0.06% | −27,790−20.0% | 減碼 |
| Royce & Associates LP | 109,656 | $6,334 萬 | 0.51% | −8,343−7.1% | 減碼 |
| Kennedy Capital Management, Inc. | 108,802 | $6,284 萬 | 1.11% | −34,952−24.3% | 減碼 |
| American Century Companies Inc | 105,677 | $6,104 萬 | 0.03% | +3,461+3.4% | 加碼 |
| Boston Trust Walden Corp | 101,945 | $5,888 萬 | 0.45% | +8,172+8.7% | 加碼 |
| Greenhouse Funds LLLP | 96,557 | $5,577 萬 | 2.94% | −116,491−54.7% | 減碼 |
| Storebrand Asset Management AS | 95,659 | $5,525 萬 | 0.14% | −14,799−13.4% | 減碼 |
| Congress Asset Management Co | 87,143 | $5,033 萬 | 0.31% | −2,741−3.0% | 減碼 |
| Lord, Abbett & Co. LLC | 86,285 | $4,984 萬 | 0.14% | +86,285 | 新進 |
| Schroder Investment Management Group | 85,623 | $4,909 萬 | 0.03% | −10,800−11.2% | 減碼 |
| Amundi | 82,598 | $4,774 萬 | 0.01% | −35,941−30.3% | 減碼 |
| Renaissance Technologies LLC | 78,320 | $4,524 萬 | 0.06% | +27,960+55.5% | 加碼 |
| Jones Financial Companies LLLP | 72,943 | $4,149 萬 | 0.02% | +7,267+11.1% | 加碼 |
| Gotham Asset Management, LLC | 71,692 | $4,141 萬 | 0.10% | +2,374+3.4% | 加碼 |
| Nuveen, LLC | 69,329 | $4,004 萬 | 0.01% | +38,498+124.9% | 加碼 |
| SG Americas Securities, LLC | 69,306 | $4,003 萬 | 0.02% | +66,302+2,207.1% | 加碼 |
| Bornite Capital Management LP | 65,300 | $3,772 萬 | 4.75% | +65,300 | 新進 |
| UBS Group AG | 61,486 | $3,551 萬 | 0.01% | +4,229+7.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 57,560 | $3,325 萬 | 0.30% | −430−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 59,414 | $3,321 萬 | 0.05% | +22,693+61.8% | 加碼 |
| Gabelli Funds LLC | 56,893 | $3,286 萬 | 0.21% | −4,488−7.3% | 減碼 |
| Leeward Investments, LLC - MA | 56,176 | $3,245 萬 | 1.48% | −1,193−2.1% | 減碼 |
| UBS Asset Management Americas Inc | 53,748 | $3,104 萬 | 0.01% | −578−1.1% | 減碼 |
| HighTower Advisors, LLC | 53,418 | $3,085 萬 | 0.03% | −40,841−43.3% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 50,640 | $2,925 萬 | 0.64% | −12,074−19.3% | 減碼 |
| Rhumbline Advisers | 50,403 | $2,911 萬 | 0.02% | −1,148−2.2% | 減碼 |
| Trillium Asset Management, LLC | 48,505 | $2,802 萬 | 0.86% | +5,641+13.2% | 加碼 |
| Retirement Systems of Alabama | 46,785 | $2,702 萬 | 0.08% | −4,071−8.0% | 減碼 |
| Voloridge Investment Management, LLC | 46,667 | $2,695 萬 | 0.11% | +34,742+291.3% | 加碼 |
| Panagora Asset Management Inc | 46,192 | $2,668 萬 | 0.08% | −11,259−19.6% | 減碼 |
| Envestnet Asset Management Inc | 45,778 | $2,644 萬 | 0.01% | −2,648−5.5% | 減碼 |
| Principal Financial Group Inc | 44,074 | $2,546 萬 | 0.01% | −342−0.8% | 減碼 |
| Ameriprise Financial Inc | 43,358 | $2,504 萬 | 0.01% | −10,382−19.3% | 減碼 |
| Jupiter Asset Management Ltd | 43,027 | $2,485 萬 | 0.12% | −1,214−2.7% | 減碼 |
| Pioneer Trust Bank N A | 41,926 | $2,422 萬 | 5.49% | −1,362−3.1% | 減碼 |
| Clearbridge Investments, LLC | 41,925 | $2,422 萬 | 0.02% | −9,524−18.5% | 減碼 |
| California Public Employees Retirement System | 41,753 | $2,412 萬 | 0.01% | +2,503+6.4% | 加碼 |
| Jane Street Group, LLC | 41,255 | $2,383 萬 | 0.02% | −83,412−66.9% | 減碼 |
| Avalon Trust Co | 39,748 | $2,296 萬 | 1.41% | −191−0.5% | 減碼 |
| Swiss National Bank | 39,220 | $2,265 萬 | 0.01% | +320+0.8% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 38,888 | $2,246 萬 | 0.03% | −24,366−38.5% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,978 | $2,136 萬 | 0.05% | −464−1.2% | 減碼 |
| Oppenheimer & Co Inc | 36,670 | $2,118 萬 | 0.23% | −225−0.6% | 減碼 |
| Alta Fox Capital Management, LLC | 36,480 | $2,107 萬 | 4.24% | +36,480 | 新進 |
| Wells Fargo & Company | 35,707 | $2,062 萬 | 0.00% | +22,329+166.9% | 加碼 |
| Qube Research & Technologies Ltd | 35,492 | $2,050 萬 | 0.02% | −95,482−72.9% | 減碼 |
| F&V Capital Management, LLC | 35,228 | $2,035 萬 | 3.75% | +291+0.8% | 加碼 |
| Toroso Investments, LLC | 34,510 | $1,993 萬 | 0.05% | +8,670+33.6% | 加碼 |
| Blair William & Co | 34,368 | $1,985 萬 | 0.05% | −908−2.6% | 減碼 |
| D.A. Davidson & Co. | 33,866 | $1,956 萬 | 0.11% | +96+0.3% | 加碼 |
| Value Holdings Management Co. LLC | 33,000 | $1,906 萬 | 3.19% | 00.0% | 不變 |
| Pennant Select, LLC | 33,000 | $1,906 萬 | 8.47% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 31,231 | $1,804 萬 | 0.05% | +4,398+16.4% | 加碼 |
| State of Wisconsin Investment Board | 31,141 | $1,799 萬 | 0.04% | −6,285−16.8% | 減碼 |
| Squarepoint Ops LLC | 30,925 | $1,786 萬 | 0.03% | −28,117−47.6% | 減碼 |
| Pennant Investors, LP | 30,000 | $1,733 萬 | 5.17% | 00.0% | 不變 |