VMI — Valmont Inds Inc Institutional Holders · Q3 2026
Who owns Valmont Inds Inc (VMI)? 20 institutions reported holding $164.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Robert B. Daugherty Foundation ($115.7M), Congress Asset Management Co ($41.3M), Moody National Bank Trust Division ($2.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Robert B. Daugherty Foundation | $115.7M | 250,000 | Hold |
| 2 | CONGRESS ASSET MANAGEMENT CO | $41.3M | 89,169 | Added |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $2.4M | 5,163 | Trimmed |
| 4 | CX Institutional | $974,000 | 2,103 | Trimmed |
| 5 | Avidian Wealth Enterprises, LLC | $847,746 | 1,831 | Added |
| 6 | Versant Capital Management, Inc | $598,633 | 1,293 | Trimmed |
| 7 | Hiley Hunt Wealth Management | $364,257 | 787 | Hold |
| 8 | Wedmont Private Capital | $337,464 | 720 | Added |
| 9 | Balefire, LLC | $317,604 | 686 | Added |
| 10 | ANB BANK | $294,455 | 636 | Hold |
| 11 | Lincoln Capital LLC | $277,788 | 600 | Hold |
| 12 | GAMMA Investing LLC | $185,655 | 401 | Added |
| 13 | Farther Finance Advisors, LLC | $171,303 | 370 | Trimmed |
| 14 | GK Wealth Management LLC | $127,205 | 275 | New |
| 15 | ELEVATION WEALTH PARTNERS, LLC | $47,224 | 102 | Added |
| 16 | Retirement Wealth Solutions LLC | $23,612 | 51 | Hold |
| 17 | CoreCap Advisors, LLC | $23,149 | 50 | Added |
| 18 | GoalVest Advisory LLC | $10,649 | 23 | New |
| 19 | MassMutual Private Wealth & Trust, FSB | $3,704 | 8 | Trimmed |
| 20 | CYPRESS ASSET MANAGEMENT INC/TX | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30