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 +58.8 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 | $73.2 億 |
| 2025 年第 3 季 | 534 | $69.9 億 |
| 2025 年第 2 季 | 500 | $59.2 億 |
| 2025 年第 1 季 | 505 | $51.0 億 |
| 2024 年第 4 季 | 490 | $54.9 億 |
| 2024 年第 3 季 | 441 | $52.2 億 |
| 2024 年第 2 季 | 410 | $50.1 億 |
| 2024 年第 1 季 | 390 | $41.0 億 |
| 2023 年第 4 季 | 381 | $42.1 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 | $58.6 億 |
| 2022 年第 4 季 | 353 | $62.4 億 |
| 2022 年第 3 季 | 317 | $50.7 億 |
| 2022 年第 2 季 | 298 | $42.7 億 |
| 2022 年第 1 季 | 304 | $45.4 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 | $43.4 億 |
| 2021 年第 1 季 | 302 | $44.3 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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 13,493 | $779.4 萬 | 0.18% | −15,886−54.1% | 減碼 |
| Illinois Municipal Retirement Fund | 13,537 | $781.9 萬 | 0.09% | +1,182+9.6% | 加碼 |
| Fifth Third Bancorp | 13,597 | $785.4 萬 | 0.01% | −1,132−7.7% | 減碼 |
| Southernsun Asset Management, LLC | 13,601 | $785.6 萬 | 1.06% | −2,996−18.1% | 減碼 |
| Nisa Investment Advisors, LLC | 13,706 | $792.7 萬 | 0.02% | +181+1.3% | 加碼 |
| Creative Planning | 13,985 | $807.8 萬 | 0.00% | +1,976+16.5% | 加碼 |
| Los Angeles Capital Management LLC | 14,262 | $823.8 萬 | 0.03% | +10,090+241.9% | 加碼 |
| Defiance ETFs, LLC | 14,886 | $832.2 萬 | 0.12% | +8,667+139.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 14,409 | $832.3 萬 | 0.01% | −400−2.7% | 減碼 |
| Papp L Roy & Associates | 14,767 | $852.9 萬 | 0.90% | −184−1.2% | 減碼 |
| Security National Bank | 14,981 | $865.3 萬 | 1.03% | +3,803+34.0% | 加碼 |
| Mariner, LLC | 15,523 | $896.6 萬 | 0.01% | −1,055−6.4% | 減碼 |
| Edentree Asset Management Ltd | 15,560 | $898.8 萬 | 2.74% | −2,800−15.3% | 減碼 |
| KBC Group NV | 15,562 | $898.9 萬 | 0.02% | +4,866+45.5% | 加碼 |
| Teacher Retirement System of Texas | 15,811 | $913.2 萬 | 0.02% | −3,141−16.6% | 減碼 |
| Nitorum Capital, L.P. | 16,305 | $941.8 萬 | 6.41% | 00.0% | 不變 |
| CSM Advisors, LLC | 16,456 | $950.5 萬 | 0.20% | +1,122+7.3% | 加碼 |
| Ieq Capital, LLC | 16,486 | $952.2 萬 | 0.04% | −7,786−32.1% | 減碼 |
| Covea Finance | 16,800 | $970.4 萬 | 0.31% | −4,500−21.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 16,822 | $971.6 萬 | 0.01% | +289+1.7% | 加碼 |
| Raymond James Financial Inc | 17,763 | $1,026 萬 | 0.00% | +2,403+15.6% | 加碼 |
| Van Eck Associates Corp | 18,334 | $1,059 萬 | 0.01% | +1,703+10.2% | 加碼 |
| Captrust Financial Advisors | 18,616 | $1,075 萬 | 0.02% | −434−2.3% | 減碼 |
| Danske Bank A/S | 18,819 | $1,087 萬 | 0.02% | +6,150+48.5% | 加碼 |
| Vanguard Asset Management, Ltd | 18,911 | $1,092 萬 | 0.01% | +569+3.1% | 加碼 |
| Alliancebernstein L.P. | 27,482 | $1,098 萬 | 0.00% | −3,984−12.7% | 減碼 |
| New York State Teachers Retirement System | 19,156 | $1,107 萬 | 0.02% | −2,850−13.0% | 減碼 |
| Duff & Phelps Investment Management Co | 19,568 | $1,130 萬 | 0.11% | −14,989−43.4% | 減碼 |
| Raiffeisen Bank International AG | 20,000 | $1,147 萬 | 0.13% | 00.0% | 不變 |
| Agf Management Ltd | 19,969 | $1,153 萬 | 0.04% | +90.0% | 加碼 |
| Citadel Advisors LLC | 20,020 | $1,156 萬 | 0.01% | −11,334−36.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 20,026 | $1,157 萬 | 0.01% | +71+0.4% | 加碼 |
| Advisor Group Holdings, Inc. | 20,215 | $1,168 萬 | 0.01% | +1,548+8.3% | 加碼 |
| Pier Capital, LLC | 20,239 | $1,169 萬 | 1.55% | +1,544+8.3% | 加碼 |
| J. Safra Sarasin Holding AG | 41,975 | $1,220 萬 | 0.18% | +19,812+89.4% | 加碼 |
| California State Teachers Retirement System | 22,588 | $1,305 萬 | 0.01% | −626−2.7% | 減碼 |
| De Lisle Partners LLP | 22,800 | $1,318 萬 | 1.44% | 00.0% | 不變 |
| Capital Fund Management S.A. | 22,891 | $1,322 萬 | 0.09% | +8,589+60.1% | 加碼 |
| Crawford Investment Counsel Inc | 23,838 | $1,377 萬 | 0.23% | −860−3.5% | 減碼 |
| Royal Bank of Canada | 24,327 | $1,405 萬 | 0.00% | +1,101+4.7% | 加碼 |
| WealthPlan Investment Management, LLC | 24,716 | $1,428 萬 | 0.71% | +75+0.3% | 加碼 |
| Delta Global Management LP | 24,876 | $1,437 萬 | 1.56% | +24,876 | 新進 |
| OP Asset Management Ltd | 25,312 | $1,462 萬 | 0.16% | −13,636−35.0% | 減碼 |
| Montanaro Asset Management Ltd | 25,850 | $1,493 萬 | 4.71% | +6,450+33.2% | 加碼 |
| Handelsbanken Fonder AB | 26,194 | $1,513 萬 | 0.04% | −7,293−21.8% | 減碼 |
| Legal & General Group Plc | 26,453 | $1,528 萬 | 0.00% | −1,300−4.7% | 減碼 |
| CI Private Wealth, LLC | 26,960 | $1,557 萬 | 0.02% | +2,804+11.6% | 加碼 |
| Ninety One North America, Inc. | 27,909 | $1,612 萬 | 0.76% | +4,825+20.9% | 加碼 |
| Advisors Asset Management, Inc. | 28,370 | $1,639 萬 | 0.25% | +4,220+17.5% | 加碼 |
| Marshall Wace, LLP | 28,914 | $1,670 萬 | 0.01% | +6,813+30.8% | 加碼 |
| Millennium Management LLC | 29,003 | $1,675 萬 | 0.01% | −3,209−10.0% | 減碼 |
| Nordea Investment Management AB | 29,361 | $1,691 萬 | 0.01% | +4,325+17.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,757 | $1,719 萬 | 0.03% | +7,872+36.0% | 加碼 |
| Pennant Investors, LP | 30,000 | $1,733 萬 | 5.17% | 00.0% | 不變 |
| Squarepoint Ops LLC | 30,925 | $1,786 萬 | 0.03% | −28,117−47.6% | 減碼 |
| State of Wisconsin Investment Board | 31,141 | $1,799 萬 | 0.04% | −6,285−16.8% | 減碼 |
| Treasurer of the State of North Carolina | 31,231 | $1,804 萬 | 0.05% | +4,398+16.4% | 加碼 |
| Pennant Select, LLC | 33,000 | $1,906 萬 | 8.47% | 00.0% | 不變 |
| Value Holdings Management Co. LLC | 33,000 | $1,906 萬 | 3.19% | 00.0% | 不變 |
| D.A. Davidson & Co. | 33,866 | $1,956 萬 | 0.11% | +96+0.3% | 加碼 |
| Blair William & Co | 34,368 | $1,985 萬 | 0.05% | −908−2.6% | 減碼 |
| Toroso Investments, LLC | 34,510 | $1,993 萬 | 0.05% | +8,670+33.6% | 加碼 |
| F&V Capital Management, LLC | 35,228 | $2,035 萬 | 3.75% | +291+0.8% | 加碼 |
| Qube Research & Technologies Ltd | 35,492 | $2,050 萬 | 0.02% | −95,482−72.9% | 減碼 |
| Wells Fargo & Company | 35,707 | $2,062 萬 | 0.00% | +22,329+166.9% | 加碼 |
| Alta Fox Capital Management, LLC | 36,480 | $2,107 萬 | 4.24% | +36,480 | 新進 |
| Oppenheimer & Co Inc | 36,670 | $2,118 萬 | 0.23% | −225−0.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 36,978 | $2,136 萬 | 0.05% | −464−1.2% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 38,888 | $2,246 萬 | 0.03% | −24,366−38.5% | 減碼 |
| Swiss National Bank | 39,220 | $2,265 萬 | 0.01% | +320+0.8% | 加碼 |
| Avalon Trust Co | 39,748 | $2,296 萬 | 1.41% | −191−0.5% | 減碼 |
| Jane Street Group, LLC | 41,255 | $2,383 萬 | 0.02% | −83,412−66.9% | 減碼 |
| California Public Employees Retirement System | 41,753 | $2,412 萬 | 0.01% | +2,503+6.4% | 加碼 |
| Clearbridge Investments, LLC | 41,925 | $2,422 萬 | 0.02% | −9,524−18.5% | 減碼 |
| Pioneer Trust Bank N A | 41,926 | $2,422 萬 | 5.49% | −1,362−3.1% | 減碼 |
| Jupiter Asset Management Ltd | 43,027 | $2,485 萬 | 0.12% | −1,214−2.7% | 減碼 |
| Ameriprise Financial Inc | 43,358 | $2,504 萬 | 0.01% | −10,382−19.3% | 減碼 |
| Principal Financial Group Inc | 44,074 | $2,546 萬 | 0.01% | −342−0.8% | 減碼 |
| Envestnet Asset Management Inc | 45,778 | $2,644 萬 | 0.01% | −2,648−5.5% | 減碼 |
| Panagora Asset Management Inc | 46,192 | $2,668 萬 | 0.08% | −11,259−19.6% | 減碼 |
| Voloridge Investment Management, LLC | 46,667 | $2,695 萬 | 0.11% | +34,742+291.3% | 加碼 |
| Retirement Systems of Alabama | 46,785 | $2,702 萬 | 0.08% | −4,071−8.0% | 減碼 |
| Trillium Asset Management, LLC | 48,505 | $2,802 萬 | 0.86% | +5,641+13.2% | 加碼 |
| Rhumbline Advisers | 50,403 | $2,911 萬 | 0.02% | −1,148−2.2% | 減碼 |
| Arbejdsmarkedets Tillaegspension | 50,640 | $2,925 萬 | 0.64% | −12,074−19.3% | 減碼 |
| HighTower Advisors, LLC | 53,418 | $3,085 萬 | 0.03% | −40,841−43.3% | 減碼 |
| UBS Asset Management Americas Inc | 53,748 | $3,104 萬 | 0.01% | −578−1.1% | 減碼 |
| Leeward Investments, LLC - MA | 56,176 | $3,245 萬 | 1.48% | −1,193−2.1% | 減碼 |
| Gabelli Funds LLC | 56,893 | $3,286 萬 | 0.21% | −4,488−7.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 59,414 | $3,321 萬 | 0.05% | +22,693+61.8% | 加碼 |
| Gamco Investors, Inc. Et Al | 57,560 | $3,325 萬 | 0.30% | −430−0.7% | 減碼 |
| UBS Group AG | 61,486 | $3,551 萬 | 0.01% | +4,229+7.4% | 加碼 |
| Bornite Capital Management LP | 65,300 | $3,772 萬 | 4.75% | +65,300 | 新進 |
| SG Americas Securities, LLC | 69,306 | $4,003 萬 | 0.02% | +66,302+2,207.1% | 加碼 |
| Nuveen, LLC | 69,329 | $4,004 萬 | 0.01% | +38,498+124.9% | 加碼 |
| Gotham Asset Management, LLC | 71,692 | $4,141 萬 | 0.10% | +2,374+3.4% | 加碼 |
| Jones Financial Companies LLLP | 72,943 | $4,149 萬 | 0.02% | +7,267+11.1% | 加碼 |
| Renaissance Technologies LLC | 78,320 | $4,524 萬 | 0.06% | +27,960+55.5% | 加碼 |
| Amundi | 82,598 | $4,774 萬 | 0.01% | −35,941−30.3% | 減碼 |
| Schroder Investment Management Group | 85,623 | $4,909 萬 | 0.03% | −10,800−11.2% | 減碼 |