$VMI

$436.96 +$8.44 (1.97%) Close

$VMI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 19.1M shares outstanding

Who owns VMI?

By type of holder

Institutions 95.7% Insiders 1.6% Everyone else 2.7%

Concentration Top 10 holders own 34.8%

BlackRock, Inc. 10.3% · Vanguard Portfolio Management LLC 4.5%

Institutional ownership

95.7%

+2.0 pts vs last qtr

Institutional holders

649

+42 vs last qtr

Net shares bought

+391.1K

by institutions in Q2 2026

New / sold out

118 / 76

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Fuller & Thaler Asset Management, Inc. NEW +246.4K
Norges Bank NEW +244.2K

Biggest sellers in Q2 2026

Neuberger Berman Group LLC −158.3K
Franklin Resources Inc −140.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$9.98M

4 notices from 4 people

Shares covered

20.3K

0.11% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mogens C. Bay Director $8.62M
Massey R Andrew Former officer $755K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.2%

−1.44% a year

Each share's claim on the business

+13.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$968M vs $221M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years7% 1–3 years15% Under 1 year13%

Quarterly turnover

12.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VMI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	2.0M	10.32%	+84.4K (+4.5%)	≤2021	0.0%
Shares held by quarter Peak holding2.0M (Q2'26) Change over 8 quarters+116.0K Share of the company10.320% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	854.0K	4.46%	−9.3K (−1.1%)	≤2021	0.0%
Shares held by quarter Peak holding863.3K (Q1'26) Change over 8 quarters+854.0K Share of the company4.460% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

2.0M

% of company

10.32%

Change vs last qtr

+84.4K (+4.5%)

Held since

≤2021

Vanguard Portfolio Management LLC

854.0K

% of company

4.46%

Change vs last qtr

−9.3K (−1.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Valmont Industries, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VMI on Form N-PORT; together they hold 36.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$384M	664.3K	3.47%	0.31%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$338M	585.0K	3.06%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$384M

% of company

3.47%

% of the fund

0.31%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$338M

% of company

3.06%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Valmont Industries, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BM Bay Mogens C Insider	112.7K	0.59%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.590% Bay Mogens C's insider activity →
ND Neary Daniel P Insider	39.2K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Neary Daniel P's insider activity →

Bay Mogens C

Insider

112.7K

% of company

0.59%

Change vs last qtr

—

Held since

—

Neary Daniel P

Insider

39.2K

% of company

0.20%

Change vs last qtr

—

Held since

—

25 more holders behind a free account

See every insider and 5%+ holder of Valmont Industries, Inc..

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