Vital Energy Ownership 2024 | Who Owns Vital Energy Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

88.02%

Insider Ownership

21.86%

Retail Ownership

-9.88%

Institutional Holders

178.00

Vital Energy Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	15.62%	0.00%	2,635,313	-42,407	-1.58%	120,012,153,000	Mar 31, 2023
STATE STREET CORP	10.14%	0.00%	1,709,689	-734,253	-30.04%	77,859,237,000	Mar 31, 2023
L & S ADVISORS INC	6.97%	0.16%	1,175,000	1,175,000	100.00%	1,116,250,000	Mar 31, 2023
VANGUARD GROUP INC	6.51%	0.00%	1,098,451	-53,689	-4.66%	50,023,459,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	4.29%	0.01%	723,632	134,466	22.82%	32,953,156,000	Mar 31, 2023
PACER ADVISORS, INC.	2.61%	0.09%	440,146	157,182	55.55%	20,044,249,000	Mar 31, 2023
MORGAN STANLEY	2.28%	0.00%	384,758	143,843	59.71%	17,521,880,000	Mar 31, 2023
CITADEL ADVISORS LLC	2.12%	0.00%	356,791	169,238	90.23%	16,248,262,000	Mar 31, 2023
INVESCO LTD.	1.95%	0.00%	328,306	-146,847	-30.91%	14,951,055,000	Mar 31, 2023
CITADEL ADVISORS LLC	1.94%	0.00%	327,800	84,600	34.79%	14,928,012,000	Mar 31, 2023
ANCIENT ART, L.P.	1.84%	3.09%	310,969	133,902	75.62%	14,161,528,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.83%	0.00%	309,314	11,009	3.69%	14,086,159,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.24%	0.00%	209,800	-289,900	-58.01%	9,554,292,000	Mar 31, 2023
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	1.24%	0.08%	208,863	79,033	60.87%	9,511,621,000,000	Mar 31, 2023
AMERICAN CENTURY COMPANIES INC	1.18%	0.01%	198,585	31,483	18.84%	9,043,561,000	Mar 31, 2023
CITADEL ADVISORS LLC	1.12%	0.00%	189,000	-78,300	-29.29%	8,607,060,000	Mar 31, 2023
TEILINGER CAPITAL LTD.	1.06%	1.69%	178,517	178,517	100.00%	8,130,000	Mar 31, 2023
NORTHERN TRUST CORP	1.02%	0.00%	172,726	365	0.21%	7,865,942,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	1.02%	0.00%	172,235	-20,059	-10.43%	7,843,582,000	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.97%	0.04%	163,500	163,500	100.00%	7,445,790,000	Mar 31, 2023

Vital Energy's largest institutional shareholder is BLACKROCK INC., holding 15.62% of the company's total share outstanding, currently valued at $120.01B. The top 10 institutional shareholders own together 54.42% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ANCIENT ART, L.P.	1.84%	3.09%	310,969	133,902	75.62%	14,161,528,000	Mar 31, 2023
TEILINGER CAPITAL LTD.	1.06%	1.69%	178,517	178,517	100.00%	8,130,000	Mar 31, 2023
HILL CITY CAPITAL, LP	0.95%	1.43%	160,000	-	-	7,286,400,000	Mar 31, 2023
X-SQUARE CAPITAL, LLC	0.27%	1.23%	45,654	-1,141	-2.44%	2,079,000	Mar 31, 2023
GOEHRING & ROZENCWAJG ASSOCIATES, LLC	0.33%	0.86%	55,073	2,910	5.58%	2,508,024,000	Mar 31, 2023
CORECOMMODITY MANAGEMENT, LLC	0.26%	0.57%	43,998	179	0.41%	2,003,669,000	Mar 31, 2023
HUSSMAN STRATEGIC ADVISORS, INC.	0.45%	0.55%	76,500	-	-	3,483,810,000	Mar 31, 2023
PORTOLAN CAPITAL MANAGEMENT, LLC	0.53%	0.39%	89,283	-42,832	-32.42%	4,065,948,000	Mar 31, 2023
MRP CAPITAL INVESTMENTS, LLC	0.04%	0.35%	6,935	435	6.69%	315,820,000	Mar 31, 2023
VAN DEN BERG MANAGEMENT I, INC	0.10%	0.29%	16,914	-566	-3.24%	770,264,000	Mar 31, 2023
DIAMETRIC CAPITAL, LP	0.06%	0.24%	10,889	10,889	100.00%	495,885,000	Mar 31, 2023
IMA WEALTH, INC.	0.11%	0.21%	17,999	-500	-2.70%	819,675,000	Mar 31, 2023
PDT PARTNERS, LLC	0.19%	0.19%	31,499	11,516	57.63%	1,434,464,000	Mar 31, 2023
COOPER CREEK PARTNERS MANAGEMENT LLC	0.36%	0.19%	60,186	-	-	2,741,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.70%	0.16%	118,664	91,730	340.57%	5,403,958,000	Mar 31, 2023
L & S ADVISORS INC	6.97%	0.16%	1,175,000	1,175,000	100.00%	1,116,250,000	Mar 31, 2023
CUSHING ASSET MANAGEMENT, LP	0.20%	0.15%	33,000	33,000	100.00%	1,502,820,000	Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.68%	0.14%	115,125	-9,875	-7.90%	5,242,793,000	Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.	0.05%	0.13%	8,650	8,650	100.00%	393,921,000	Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC	0.03%	0.13%	4,573	4,573	100.00%	208,254,000	Mar 31, 2023

The largest Vital Energy shareholder by % of total assets is ANCIENT ART, L.P.. The company owns 310.97K shares of Vital Energy (VTLE), representing 3.09% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
L & S ADVISORS INC	6.97%	0.16%	1,175,000	1,175,000	100.00%	1,116,250,000	Mar 31, 2023
TEILINGER CAPITAL LTD.	1.06%	1.69%	178,517	178,517	100.00%	8,130,000	Mar 31, 2023
CITADEL ADVISORS LLC	2.12%	0.00%	356,791	169,238	90.23%	16,248,262,000	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.97%	0.04%	163,500	163,500	100.00%	7,445,790,000	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.95%	0.03%	160,400	160,400	100.00%	7,304,616,000	Mar 31, 2023
PACER ADVISORS, INC.	2.61%	0.09%	440,146	157,182	55.55%	20,044,249,000	Mar 31, 2023
MORGAN STANLEY	2.28%	0.00%	384,758	143,843	59.71%	17,521,880,000	Mar 31, 2023
LMR PARTNERS LLP	0.81%	0.10%	135,865	135,865	100.00%	6,187,292,000	Mar 31, 2023
ROYAL BANK OF CANADA	0.84%	0.00%	141,806	134,662	1884.97%	6,458,000,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	4.29%	0.01%	723,632	134,466	22.82%	32,953,156,000	Mar 31, 2023
ANCIENT ART, L.P.	1.84%	3.09%	310,969	133,902	75.62%	14,161,528,000	Mar 31, 2023
D. E. SHAW & CO., INC.	0.89%	0.01%	150,000	121,700	430.04%	6,831,000,000	Mar 31, 2023
PRUDENTIAL FINANCIAL INC	0.84%	0.01%	141,528	104,565	282.89%	6,445,185,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.70%	0.16%	118,664	91,730	340.57%	5,403,958,000	Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.53%	0.02%	89,309	89,309	100.00%	4,067,132,000	Mar 31, 2023
CITADEL ADVISORS LLC	1.94%	0.00%	327,800	84,600	34.79%	14,928,012,000	Mar 31, 2023
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	1.24%	0.08%	208,863	79,033	60.87%	9,511,621,000,000	Mar 31, 2023
STIFEL FINANCIAL CORP	0.49%	0.01%	82,275	71,782	684.09%	3,746,824,000	Mar 31, 2023
WOLVERINE TRADING, LLC	0.38%	0.00%	63,400	63,400	100.00%	2,831,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	0.28%	0.01%	47,581	47,581	100.00%	2,166,839,000	Mar 31, 2023

As of Mar 31 2023, Vital Energy's largest institutional buyer is L & S ADVISORS INC. The company purchased 1.18M stocks of VTLE, valued at $1.12B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
STATE STREET CORP	10.14%	0.00%	1,709,689	-734,253	-30.04%	77,859,237,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.24%	0.00%	209,800	-289,900	-58.01%	9,554,292,000	Mar 31, 2023
INVESCO LTD.	1.95%	0.00%	328,306	-146,847	-30.91%	14,951,055,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.68%	0.00%	113,897	-133,070	-53.88%	5,187,000	Mar 31, 2023
FIRST TRUST ADVISORS LP	0.88%	0.01%	147,768	-106,902	-41.98%	6,729,354,000	Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.	0.26%	0.00%	43,800	-79,900	-64.59%	1,994,652,000	Mar 31, 2023
CITADEL ADVISORS LLC	1.12%	0.00%	189,000	-78,300	-29.29%	8,607,060,000	Mar 31, 2023
MARSHALL WACE, LLP	0.09%	0.00%	14,454	-68,567	-82.59%	658,235,000	Mar 31, 2023
JANE STREET GROUP, LLC	0.49%	0.00%	83,336	-66,504	-44.38%	3,795,122,000	Mar 31, 2023
CITIGROUP INC	0.45%	0.00%	75,252	-59,424	-44.12%	3,426,977,000	Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.	0.06%	0.00%	10,700	-54,600	-83.61%	487,278,000	Mar 31, 2023
VANGUARD GROUP INC	6.51%	0.00%	1,098,451	-53,689	-4.66%	50,023,459,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.96%	0.00%	162,600	-52,500	-24.41%	7,404,804,000	Mar 31, 2023
TWINBEECH CAPITAL LP	-	-	-	-45,159	-100.00%	-	Mar 31, 2023
PORTOLAN CAPITAL MANAGEMENT, LLC	0.53%	0.39%	89,283	-42,832	-32.42%	4,065,948,000	Mar 31, 2023
BLACKROCK INC.	15.62%	0.00%	2,635,313	-42,407	-1.58%	120,012,153,000	Mar 31, 2023
RAFFERTY ASSET MANAGEMENT, LLC	0.76%	0.04%	127,534	-41,920	-24.74%	5,807,898,000	Mar 31, 2023
MAN GROUP PLC	0.19%	0.01%	31,707	-40,345	-55.99%	1,443,937,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	0.00%	9,144	-39,738	-81.29%	416,418,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	0.20%	0.01%	34,500	-37,000	-51.75%	1,571,130,000	Mar 31, 2023

As of Mar 31 2023, Vital Energy's biggest institutional seller is STATE STREET CORP. The company sold -0.73M shares of VTLE, valued at $77.86B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
L & S ADVISORS INC	6.97%	0.16%	1,175,000	1,175,000	100.00%	1,116,250,000	Mar 31, 2023
TEILINGER CAPITAL LTD.	1.06%	1.69%	178,517	178,517	100.00%	8,130,000	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.97%	0.04%	163,500	163,500	100.00%	7,445,790,000	Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.	0.95%	0.03%	160,400	160,400	100.00%	7,304,616,000	Mar 31, 2023
LMR PARTNERS LLP	0.81%	0.10%	135,865	135,865	100.00%	6,187,292,000	Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.53%	0.02%	89,309	89,309	100.00%	4,067,132,000	Mar 31, 2023
WOLVERINE TRADING, LLC	0.38%	0.00%	63,400	63,400	100.00%	2,831,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	0.28%	0.01%	47,581	47,581	100.00%	2,166,839,000	Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC	0.24%	0.02%	40,535	40,535	100.00%	1,845,962,000	Mar 31, 2023
JUMP FINANCIAL, LLC	0.23%	0.07%	38,380	38,380	100.00%	1,747,825,000	Mar 31, 2023
CUSHING ASSET MANAGEMENT, LP	0.20%	0.15%	33,000	33,000	100.00%	1,502,820,000	Mar 31, 2023
HIGHTOWER ADVISORS, LLC	0.16%	0.00%	27,200	27,200	100.00%	1,238,000,000	Mar 31, 2023
WOLVERINE TRADING, LLC	0.15%	0.00%	24,500	24,500	100.00%	1,094,000	Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	0.14%	0.01%	23,500	23,500	100.00%	1,070,190,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.13%	0.00%	21,900	21,900	100.00%	997,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.13%	0.00%	21,900	21,900	100.00%	997,000	Mar 31, 2023
ETF MANAGERS GROUP, LLC	0.10%	0.03%	17,334	17,334	100.00%	789,390,000	Mar 31, 2023
WOLVERINE TRADING, LLC	0.10%	0.00%	16,894	16,894	100.00%	754,000	Mar 31, 2023
LPL FINANCIAL LLC	0.09%	0.00%	15,354	15,354	100.00%	699,221,000	Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD	0.09%	0.00%	15,299	15,299	100.00%	696,716,000	Mar 31, 2023
FEDERATED HERMES, INC.	0.09%	0.00%	14,706	14,706	100.00%	669,711,000	Mar 31, 2023
DIAMETRIC CAPITAL, LP	0.06%	0.24%	10,889	10,889	100.00%	495,885,000	Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC	0.06%	0.00%	10,200	10,200	100.00%	464,508,000	Mar 31, 2023
Y-INTERCEPT (HONG KONG) LTD	0.06%	0.05%	10,128	10,128	100.00%	461,229,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.05%	0.01%	8,800	8,800	100.00%	400,752,000	Mar 31, 2023
EXCHANGE TRADED CONCEPTS, LLC	0.05%	0.01%	8,758	8,758	100.00%	398,839,000	Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.	0.05%	0.13%	8,650	8,650	100.00%	393,921,000	Mar 31, 2023
INTEGRATED WEALTH CONCEPTS LLC	0.05%	0.01%	8,330	8,330	100.00%	379,000	Mar 31, 2023
IPG INVESTMENT ADVISORS LLC	0.05%	0.08%	8,000	8,000	100.00%	364,320,000	Mar 31, 2023
CENTIVA CAPITAL, LP	0.04%	0.01%	7,476	7,476	100.00%	340,457,000	Mar 31, 2023
TD ASSET MANAGEMENT INC	0.04%	0.00%	7,300	7,300	100.00%	332,442,000	Mar 31, 2023
BAYESIAN CAPITAL MANAGEMENT, LP	0.04%	0.04%	7,295	7,295	100.00%	332,214,000	Mar 31, 2023
PEAK6 INVESTMENTS LLC	0.04%	0.00%	6,900	6,900	100.00%	314,226,000	Mar 31, 2023
SHELL ASSET MANAGEMENT CO	0.04%	0.01%	6,103	6,103	100.00%	278,000	Mar 31, 2023
JANUS HENDERSON GROUP PLC	0.04%	0.00%	6,079	6,079	100.00%	276,719,000	Mar 31, 2023
ATRIA WEALTH SOLUTIONS, INC.	0.03%	0.00%	5,763	5,763	100.00%	262,447,000	Mar 31, 2023
AQUATIC CAPITAL MANAGEMENT LLC	0.03%	0.01%	5,100	5,100	100.00%	232,000	Mar 31, 2023
WINTON GROUP LTD	0.03%	0.01%	4,889	4,889	100.00%	222,645,000	Mar 31, 2023
MAVEN SECURITIES LTD	0.03%	0.00%	4,726	4,726	100.00%	215,222,000	Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC	0.03%	0.13%	4,573	4,573	100.00%	208,254,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.02%	0.00%	3,920	3,920	100.00%	178,517,000	Mar 31, 2023
WALLEYE CAPITAL LLC	0.02%	0.00%	3,700	3,700	100.00%	168,498,000	Mar 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	0.00%	560	560	100.00%	25,502,000	Mar 31, 2023
LINDBROOK CAPITAL, LLC	0.00%	0.00%	138	138	100.00%	6,285,000	Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	0.00%	-	116	116	100.00%	5,000	Mar 31, 2023
CENTERPOINT ADVISORS, LLC	0.00%	0.00%	75	75	100.00%	3,000	Mar 31, 2023
MASSMUTUAL TRUST CO FSB/ADV	0.00%	0.00%	69	69	100.00%	3,142,000	Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC	0.00%	0.00%	38	38	100.00%	1,731,000	Mar 31, 2023
GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.00%	0.00%	20	20	100.00%	911,000	Mar 31, 2023
SAGEWORTH TRUST CO	0.00%	-	9	9	100.00%	410,000	Mar 31, 2023

Vital Energy's largest new institutional shareholder by number of shares is L & S ADVISORS INC, purchased 1.18M shares, valued at $1.12B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWINBEECH CAPITAL LP	-	-	-	-45,159	-100.00%	-	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	-	-	-	-24,806	-100.00%	-	Mar 31, 2023
ALLIANZ ASSET MANAGEMENT GMBH	-	-	-	-20,600	-100.00%	-	Mar 31, 2023
EVERGREEN CAPITAL MANAGEMENT LLC	-	-	-	-17,187	-100.00%	-	Mar 31, 2023
SQUAREPOINT OPS LLC	-	-	-	-14,200	-100.00%	-	Mar 31, 2023
PAYDEN & RYGEL	-	-	-	-12,700	-100.00%	-	Mar 31, 2023
GUGGENHEIM CAPITAL LLC	-	-	-	-12,518	-100.00%	-	Mar 31, 2023
WOLVERINE ASSET MANAGEMENT LLC	-	-	-	-11,369	-100.00%	-	Mar 31, 2023
SQUAREPOINT OPS LLC	-	-	-	-10,300	-100.00%	-	Mar 31, 2023
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	-	-	-	-9,644	-100.00%	-	Mar 31, 2023
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	-	-	-	-7,168	-100.00%	-	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	-	-	-	-6,900	-100.00%	-	Mar 31, 2023
ENGINEERS GATE MANAGER LP	-	-	-	-6,385	-100.00%	-	Mar 31, 2023
VICTORY CAPITAL MANAGEMENT INC	-	-	-	-5,999	-100.00%	-	Mar 31, 2023
ALPS ADVISORS INC	-	-	-	-4,422	-100.00%	-	Mar 31, 2023
VERITION FUND MANAGEMENT LLC	-	-	-	-4,212	-100.00%	-	Mar 31, 2023
ARIZONA STATE RETIREMENT SYSTEM	-	-	-	-4,102	-100.00%	-	Mar 31, 2023
KBC GROUP NV	-	-	-	-1,307	-100.00%	-	Mar 31, 2023
NATIXIS	-	-	-	-750	-100.00%	-	Mar 31, 2023
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-31	-100.00%	-	Mar 31, 2023
PARALLEL ADVISORS, LLC	-	-	-	-26	-100.00%	-	Mar 31, 2023
NISA INVESTMENT ADVISORS, LLC	-	-	-	-12	-100.00%	-	Mar 31, 2023

Vital Energy's largest sold out institutional shareholder by shares sold is TWINBEECH CAPITAL LP, sold -45.16K shares, valued at -, as of undefined.

Vital Energy Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
abrdn Income Credit Strategies Fund	1.20%	6,238,000	-	-	Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund	0.70%	5,000,000	5,000,000	-	Mar 31, 2024
Franklin High Income Trust	0.31%	9,000,000	-	-	Mar 31, 2024
FRANKLIN UNIVERSAL TRUST	0.23%	400,000	-	-	Feb 29, 2024
Invesco High Income Trust II	0.22%	252,000	-	-	Feb 29, 2024
WESTERN ASSET PREMIER BOND FUND	0.20%	480,000	480,000	-	Mar 28, 2024
HIGH INCOME OPPORTUNITIES PORTFOLIO	0.17%	2,151,000	-	-	Jan 31, 2024
EATON VANCE SERIES TRUST II	0.15%	9,546,000	-	-	Jan 31, 2024
BlackRock Series Fund II, Inc.	0.15%	31,000	31,000	-	Mar 31, 2024
Ivy Variable Insurance Portfolios	0.13%	2,905,000	-	-	Mar 28, 2024
Franklin High Income Trust	0.12%	3,600,000	3,600,000	-	Mar 31, 2024
Principal Exchange-Traded Funds	0.12%	1,483,000	1,483,000	-	Mar 31, 2024
FRANKLIN LTD DURATION INCOME TRUST	0.12%	500,000	500,000	-	Sep 30, 2023
PIMCO Global StocksPLUS & Income Fund	0.12%	440,000	440,000	-	Mar 31, 2024
BlackRock Series Fund II, Inc.	0.10%	22,000	-	-	Mar 31, 2024
American Funds Multi-Sector Income Fund	0.10%	14,895,000	14,895,000	-	Mar 31, 2024
AMERICAN HIGH INCOME TRUST	0.10%	19,475,000	3,050,000	18.57%	Mar 31, 2024
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.	0.10%	1,040,000	1,040,000	-	Mar 28, 2024
BlackRock Multi-Sector Income Trust	0.09%	656,000	656,000	-	Mar 31, 2024
AMERICAN HIGH INCOME TRUST	0.08%	16,055,000	16,055,000	-	Mar 31, 2024
Calamos Long/Short Equity & Dynamic Income Trust	0.08%	117,000	94,000	408.70%	Jan 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND	0.07%	764,000	614,000	409.33%	Jan 31, 2024
Ivy Variable Insurance Portfolios	0.07%	1,560,000	1,560,000	-	Mar 28, 2024
EATON VANCE SENIOR INCOME TRUST	0.06%	100,000	100,000	-	Mar 31, 2024
Eaton Vance Floating-Rate Income Trust	0.06%	350,000	350,000	-	Feb 29, 2024
NORTHERN FUNDS	0.06%	8,875,000	-	-	Mar 28, 2024
BLACKROCK CORPORATE HIGH YIELD FUND, INC.	0.06%	2,563,000	2,563,000	-	Mar 31, 2024
NORTHERN FUNDS	0.06%	8,554,000	-	-	Mar 28, 2024
BlackRock Multi-Sector Income Trust	0.06%	427,000	-	-	Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST	0.06%	727,000	727,000	-	Mar 31, 2024
FIDELITY COVINGTON TRUST	0.06%	1,060,000	560,000	112.00%	Feb 29, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND	0.05%	672,000	540,000	409.09%	Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND	0.05%	608,000	488,000	406.67%	Jan 31, 2024
DELAWARE VIP TRUST	0.05%	175,000	-	-	Mar 28, 2024
American Funds Multi-Sector Income Fund	0.05%	6,930,000	-	-	Mar 31, 2024
EATON VANCE LTD DURATION INCOME FUND	0.05%	1,026,000	-	-	Mar 31, 2024
Capital Group Fixed Income ETF Trust	0.04%	2,225,000	2,225,000	-	Mar 31, 2024
Blackstone Strategic Credit Fund	0.04%	438,000	-	-	Mar 31, 2024
abrdn Funds	0.04%	623,000	-	-	Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST	0.04%	498,000	498,000	-	Mar 31, 2024
DELAWARE VIP TRUST	0.04%	150,000	150,000	-	Mar 28, 2024
BLACKROCK CORE BOND TRUST	0.04%	273,000	273,000	-	Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST	0.04%	480,000	-	-	Mar 31, 2024
BLACKROCK CORPORATE HIGH YIELD FUND, INC.	0.04%	1,574,000	-	-	Mar 31, 2024
PGIM High Yield Bond Fund, Inc.	0.04%	225,000	-	-	Jan 31, 2024
AMERICAN FUNDS STRATEGIC BOND FUND	0.03%	9,510,000	9,510,000	-	Mar 31, 2024
DELAWARE GROUP INCOME FUNDS	0.03%	1,050,000	-	-	Jan 31, 2024
DBX ETF TRUST	0.03%	2,500,000	450,000	21.95%	Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES II	0.03%	80,000	80,000	-	Mar 31, 2024
RBC FUNDS TRUST	0.03%	3,807,000	3,807,000	-	Mar 28, 2024
LORD ABBETT SERIES FUND INC	0.03%	2,010,000	2,010,000	-	Mar 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)	0.03%	2,609,000	-	-	Feb 29, 2024
BLACKROCK CORE BOND TRUST	0.03%	209,000	-	-	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15	0.03%	7,850,000	-	-	Feb 29, 2024
DEUTSCHE DWS INCOME TRUST	0.03%	990,000	990,000	-	Mar 31, 2024
LORD ABBETT TRUST I	0.03%	868,000	-	-	Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund	0.03%	200,000	-	-	Mar 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST	0.03%	327,000	-	-	Mar 31, 2024
PIMCO CORPORATE & INCOME OPPORTUNITY FUND	0.03%	1,200,000	1,200,000	-	Mar 31, 2024
PIMCO CORPORATE & INCOME STRATEGY FUND	0.03%	400,000	400,000	-	Mar 31, 2024
PIMCO HIGH INCOME FUND	0.03%	500,000	500,000	-	Mar 31, 2024
INTEGRITY FUNDS	0.02%	62,000	15,000	31.91%	Jan 31, 2024
LORD ABBETT BOND DEBENTURE FUND INC	0.02%	26,047,000	26,047,000	-	Mar 31, 2024
Forethought Variable Insurance Trust	0.02%	100,000	100,000	-	Mar 28, 2024
PGIM Global High Yield Fund, Inc.	0.02%	175,000	-	-	Jan 31, 2024
Calamos Dynamic Convertible & Income Fund	0.02%	168,000	135,000	409.09%	Jan 31, 2024
Capital Group Fixed Income ETF Trust	0.02%	1,060,000	475,000	81.20%	Mar 31, 2024
PIMCO Income Strategy Fund II	0.02%	400,000	400,000	-	Mar 31, 2024
EATON VANCE LTD DURATION INCOME FUND	0.02%	464,000	464,000	-	Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II	0.02%	50,000	50,000	-	Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.02%	2,725,000	775,000	39.74%	Mar 31, 2024
Forethought Variable Insurance Trust	0.02%	80,000	-	-	Mar 28, 2024
LORD ABBETT SERIES FUND INC	0.02%	1,161,000	-	-	Mar 31, 2024
Dunham Funds	0.02%	1,210,000	893,000	281.70%	Jan 31, 2024
DEUTSCHE DWS INCOME TRUST	0.02%	590,000	590,000	-	Mar 31, 2024
PENN SERIES FUNDS INC	0.02%	500,000	-	-	Mar 28, 2024
MAINSTAY VP FUNDS TRUST	0.02%	2,075,000	2,075,000	-	Mar 31, 2024
IVY FUNDS	0.01%	4,715,000	4,715,000	-	Mar 28, 2024
PGIM Short Duration High Yield Opportunities Fund	0.01%	75,000	-	-	Jan 31, 2024
Guardian Variable Products Trust	0.01%	216,000	216,000	-	Mar 31, 2024
VALIC Co I	0.01%	3,555,000	706,000	24.78%	Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.01%	620,000	620,000	-	Mar 31, 2024
Calamos Global Dynamic Income Fund	0.01%	134,000	108,000	415.38%	Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,625,000	-	-	Mar 31, 2024
LORD ABBETT BOND DEBENTURE FUND INC	0.01%	11,987,000	-	-	Mar 31, 2024
Invesco Bond Fund	0.01%	20,000	-	-	Feb 29, 2024
CALAMOS GLOBAL TOTAL RETURN FUND	0.01%	25,000	20,000	400.00%	Jan 31, 2024
LORD ABBETT INVESTMENT TRUST	0.01%	10,478,000	825,000	8.55%	Feb 29, 2024
INTEGRITY FUNDS	0.01%	26,000	-	-	Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC	0.01%	1,100,000	1,100,000	-	Mar 31, 2024
PIMCO INCOME STRATEGY FUND	0.01%	100,000	100,000	-	Mar 31, 2024
Pacer Funds Trust	0.01%	423,414	-	-	Jan 31, 2024
IVY FUNDS	0.01%	2,975,000	-	-	Mar 28, 2024
Blackstone Floating Rate Enhanced Income Fund	0.01%	27,000	-	-	Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.01%	275,000	275,000	-	Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	1,150,000	1,150,000	-	Mar 31, 2024
Columbia Funds Variable Series Trust II	0.01%	260,000	260,000	-	Mar 31, 2024
Invesco Exchange-Traded Fund Trust II	0.01%	2,464,000	416,000	20.31%	Feb 29, 2024
OLD WESTBURY FUNDS INC	0.01%	950,000	-	-	Jan 31, 2024
BLACKROCK DEBT STRATEGIES FUND, INC.	0.01%	125,000	125,000	-	Mar 31, 2024

Vital Energy's largest mutual fund holder by % of total assets is "abrdn Income Credit Strategies Fund", owning 6.24M shares, compromising 1.20% of its total assets.

Vital Energy Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	178	20.27%
31 Dec, 22	148	3600.00%
30 Sep, 22	4	100.00%
30 Jun, 22	2	-33.33%
31 Mar, 22	3	50.00%
31 Dec, 21	2	-
30 Sep, 21	2	-
30 Jun, 21	2	-

As of 31 Mar 23, 178 institutions are holding Vital Energy's shares, representing an increase of 20.27% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	14,846,149	10.90%
31 Dec, 22	13,387,120	59004.28%
30 Sep, 22	22,650	128.10%
30 Jun, 22	9,930	-6.64%
31 Mar, 22	10,636	31.49%
31 Dec, 21	8,089	-
30 Sep, 21	8,089	-
30 Jun, 21	8,089	-

Vital Energy (VTLE) has 14.85M shares outstanding as of 31 Mar 23, up 10.90% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	88.02%	10.52%
31 Dec, 22	79.64%	59826.64%
30 Sep, 22	0.13%	124.49%
30 Jun, 22	0.06%	-19.46%
31 Mar, 22	0.07%	45.45%
31 Dec, 21	0.05%	-20.69%
30 Sep, 21	0.06%	-5.89%
30 Jun, 21	0.07%	-

As of 31 Mar 23, Vital Energy is held by 88.02% institutional shareholders, representing a 10.52% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	67	-43.70%
31 Dec, 22	119	11800.00%
30 Sep, 22	1	-50.00%
30 Jun, 22	2	100.00%
31 Mar, 22	1	-
31 Dec, 21	-	-
30 Sep, 21	-	-
30 Jun, 21	-	-

67 institutional shareholders have increased their position in VTLE stock as of 31 Mar 23 compared to 119 in the previous quarter (a -43.70% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	51	5000.00%
31 Dec, 22	1	-
30 Sep, 22	-	-
30 Jun, 22	-	-100.00%
31 Mar, 22	1	-
31 Dec, 21	-	-
30 Sep, 21	-	-
30 Jun, 21	-	-

51 institutional shareholders have reduced their position in VTLE stock as of 31 Mar 23 compared to 1 in the previous quarter (a 5000.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	178	20.27%	14,846,149	10.90%	88.02%	10.52%	67	-43.70%	51	5000.00%
31 Dec, 22	148	3600.00%	13,387,120	59004.28%	79.64%	59826.64%	119	11800.00%	1	-
30 Sep, 22	4	100.00%	22,650	128.10%	0.13%	124.49%	1	-50.00%	-	-
30 Jun, 22	2	-33.33%	9,930	-6.64%	0.06%	-19.46%	2	100.00%	-	-100.00%
31 Mar, 22	3	50.00%	10,636	31.49%	0.07%	45.45%	1	-	1	-
31 Dec, 21	2	-	8,089	-	0.05%	-20.69%	-	-	-	-
30 Sep, 21	2	-	8,089	-	0.06%	-5.89%	-	-	-	-
30 Jun, 21	2	-	8,089	-	0.07%	-	-	-	-	-

Vital Energy Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 12, 2024	PIGOTT M. JASON	director, officer	President & CEO	P-Purchase	Buy	2,500	$37.85	$94.63K	169,389

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 12, 2024	PIGOTT M. JASON	director, officer	President & CEO	P-Purchase	Buy	2,500	$37.85	$94.63K	169,389

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	PIGOTT M. JASON	director, officer	President & CEO	P-Purchase	Buy	2,500	$37.85	$94.63K	169,389
Aug 05, 2024	Lambert Lisa Marie	director	-	A-Award	Buy	941	$42.55	$40.04K	11,606
Aug 05, 2024	Hawes Frances Powell	director	-	A-Award	Buy	470	$42.55	$20.00K	15,302
Aug 05, 2024	Hawes Frances Powell	director	-	A-Award	Buy	471	-	-	6,001
Aug 05, 2024	Jarchow Craig	director	-	A-Award	Buy	941	-	-	8,668
Aug 05, 2024	Albrecht William E	director	-	A-Award	Buy	1,161	-	-	10,449
Aug 05, 2024	Hollingsworth Jarvis V.	director	-	A-Award	Buy	941	$42.55	$40.04K	7,280
Aug 05, 2024	Lancaster Lori A	director	-	A-Award	Buy	941	-	-	8,668
Aug 05, 2024	Driver John	director	-	A-Award	Buy	941	-	-	5,336
Aug 05, 2024	KURAN SHIHAB A.	director	-	A-Award	Buy	941	$42.55	$40.04K	3,587
Aug 05, 2024	SEGNER EDMUND P III	director	-	A-Award	Buy	941	-	-	8,668
May 28, 2024	KURAN SHIHAB A.	director	-	A-Award	Buy	842	$47.55	$40.04K	2,646
May 28, 2024	Albrecht William E	director	-	A-Award	Buy	940	-	-	9,288
May 28, 2024	Lancaster Lori A	director	-	A-Award	Buy	842	-	-	7,727
May 28, 2024	Hawes Frances Powell	director	-	A-Award	Buy	421	$47.55	$20.02K	14,832
May 28, 2024	Hawes Frances Powell	director	-	A-Award	Buy	421	-	-	5,530
May 28, 2024	Hollingsworth Jarvis V.	director	-	A-Award	Buy	842	$47.55	$40.04K	6,339
May 28, 2024	SEGNER EDMUND P III	director	-	A-Award	Buy	842	-	-	7,727
May 28, 2024	Lambert Lisa Marie	director	-	A-Award	Buy	842	$47.55	$40.04K	10,665
May 28, 2024	Jarchow Craig	director	-	A-Award	Buy	842	-	-	7,727

The last insider buy of VTLE was made by PIGOTT M. JASON on Aug 12 2024, buying 2,500 shares at $37.85 per share (worth $94.63K).

Vital Energy Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	11	-	-
Q2 2024	12	-	-
Q1 2024	24	18	133.33%

11 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Vital Energy's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	-	-
Q2 2024	-	-	-
Q1 2024	-	-	-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Vital Energy's stocks.

Vital Energy Peer Ownership

Ticker	Company
PR	Permian Resources Corporation
SM	SM Energy Company
AR	Antero Resources Corporation
MTDR	Matador Resources Company
FANG	Diamondback Energy, Inc.
MGY	Magnolia Oil & Gas Corporation
CRK	Comstock Resources, Inc.

VTLE Ownership FAQ

Who Owns Vital Energy?

Vital Energy is owned by institutional shareholders (88.02%), insiders (21.86%), and public (-9.88%). The largest institutional shareholder of Vital Energy is BLACKROCK INC. (15.62% of total shares) and the top mutual fund owner is abrdn Income Credit Strategies Fund (1.20% of total shares).

Who are the major institutional shareholders of Vital Energy?

Vital Energy's major institutional shareholders are BLACKROCK INC., STATE STREET CORP, L & S ADVISORS INC, VANGUARD GROUP INC, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 43.53% of the company's share outstanding.

How many Vital Energy shareholders are there?

As of Mar 2023, there are 178 institutional shareholders of Vital Energy.

What percentage of Vital Energy is owned by BLACKROCK INC?

BLACKROCK INC owns 2.64M shares of Vital Energy, representing 15.62% of the company's total shares outstanding, valued at $120.01B (as of Mar 2023).

What percentage of Vital Energy is owned by STATE STREET CORP?

As of Mar 2023, STATE STREET CORP holds 1.71M shares of Vital Energy (VTLE), compromising 10.14% of the company, valued at $77.86B.

What percentage of Vital Energy is owned by L & S ADVISORS INC?

L & S ADVISORS INC is the third largest holder of Vital Energy. The company owns 1.18M of the company's shares outstanding (worth $1.12B).