Vital Energy Ownership 2024 | Who Owns Vital Energy Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.15.62%0.00%2,635,313-42,407-1.58%120,012,153,000Mar 31, 2023
STATE STREET CORP10.14%0.00%1,709,689-734,253-30.04%77,859,237,000Mar 31, 2023
L & S ADVISORS INC6.97%0.16%1,175,0001,175,000100.00%1,116,250,000Mar 31, 2023
VANGUARD GROUP INC6.51%0.00%1,098,451-53,689-4.66%50,023,459,000Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP4.29%0.01%723,632134,46622.82%32,953,156,000Mar 31, 2023
PACER ADVISORS, INC.2.61%0.09%440,146157,18255.55%20,044,249,000Mar 31, 2023
MORGAN STANLEY2.28%0.00%384,758143,84359.71%17,521,880,000Mar 31, 2023
CITADEL ADVISORS LLC2.12%0.00%356,791169,23890.23%16,248,262,000Mar 31, 2023
INVESCO LTD.1.95%0.00%328,306-146,847-30.91%14,951,055,000Mar 31, 2023
CITADEL ADVISORS LLC1.94%0.00%327,80084,60034.79%14,928,012,000Mar 31, 2023
ANCIENT ART, L.P.1.84%3.09%310,969133,90275.62%14,161,528,000Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC1.83%0.00%309,31411,0093.69%14,086,159,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.24%0.00%209,800-289,900-58.01%9,554,292,000Mar 31, 2023
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC1.24%0.08%208,86379,03360.87%9,511,621,000,000Mar 31, 2023
AMERICAN CENTURY COMPANIES INC1.18%0.01%198,58531,48318.84%9,043,561,000Mar 31, 2023
CITADEL ADVISORS LLC1.12%0.00%189,000-78,300-29.29%8,607,060,000Mar 31, 2023
TEILINGER CAPITAL LTD.1.06%1.69%178,517178,517100.00%8,130,000Mar 31, 2023
NORTHERN TRUST CORP1.02%0.00%172,7263650.21%7,865,942,000Mar 31, 2023
BANK OF NEW YORK MELLON CORP1.02%0.00%172,235-20,059-10.43%7,843,582,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.97%0.04%163,500163,500100.00%7,445,790,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
ANCIENT ART, L.P.1.84%3.09%310,969133,90275.62%14,161,528,000Mar 31, 2023
TEILINGER CAPITAL LTD.1.06%1.69%178,517178,517100.00%8,130,000Mar 31, 2023
HILL CITY CAPITAL, LP0.95%1.43%160,000--7,286,400,000Mar 31, 2023
X-SQUARE CAPITAL, LLC0.27%1.23%45,654-1,141-2.44%2,079,000Mar 31, 2023
GOEHRING & ROZENCWAJG ASSOCIATES, LLC0.33%0.86%55,0732,9105.58%2,508,024,000Mar 31, 2023
CORECOMMODITY MANAGEMENT, LLC0.26%0.57%43,9981790.41%2,003,669,000Mar 31, 2023
HUSSMAN STRATEGIC ADVISORS, INC.0.45%0.55%76,500--3,483,810,000Mar 31, 2023
PORTOLAN CAPITAL MANAGEMENT, LLC0.53%0.39%89,283-42,832-32.42%4,065,948,000Mar 31, 2023
MRP CAPITAL INVESTMENTS, LLC0.04%0.35%6,9354356.69%315,820,000Mar 31, 2023
VAN DEN BERG MANAGEMENT I, INC0.10%0.29%16,914-566-3.24%770,264,000Mar 31, 2023
DIAMETRIC CAPITAL, LP0.06%0.24%10,88910,889100.00%495,885,000Mar 31, 2023
IMA WEALTH, INC.0.11%0.21%17,999-500-2.70%819,675,000Mar 31, 2023
PDT PARTNERS, LLC0.19%0.19%31,49911,51657.63%1,434,464,000Mar 31, 2023
COOPER CREEK PARTNERS MANAGEMENT LLC0.36%0.19%60,186--2,741,000Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.0.70%0.16%118,66491,730340.57%5,403,958,000Mar 31, 2023
L & S ADVISORS INC6.97%0.16%1,175,0001,175,000100.00%1,116,250,000Mar 31, 2023
CUSHING ASSET MANAGEMENT, LP0.20%0.15%33,00033,000100.00%1,502,820,000Mar 31, 2023
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.68%0.14%115,125-9,875-7.90%5,242,793,000Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.0.05%0.13%8,6508,650100.00%393,921,000Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC0.03%0.13%4,5734,573100.00%208,254,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
L & S ADVISORS INC6.97%0.16%1,175,0001,175,000100.00%1,116,250,000Mar 31, 2023
TEILINGER CAPITAL LTD.1.06%1.69%178,517178,517100.00%8,130,000Mar 31, 2023
CITADEL ADVISORS LLC2.12%0.00%356,791169,23890.23%16,248,262,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.97%0.04%163,500163,500100.00%7,445,790,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.95%0.03%160,400160,400100.00%7,304,616,000Mar 31, 2023
PACER ADVISORS, INC.2.61%0.09%440,146157,18255.55%20,044,249,000Mar 31, 2023
MORGAN STANLEY2.28%0.00%384,758143,84359.71%17,521,880,000Mar 31, 2023
LMR PARTNERS LLP0.81%0.10%135,865135,865100.00%6,187,292,000Mar 31, 2023
ROYAL BANK OF CANADA0.84%0.00%141,806134,6621884.97%6,458,000,000Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP4.29%0.01%723,632134,46622.82%32,953,156,000Mar 31, 2023
ANCIENT ART, L.P.1.84%3.09%310,969133,90275.62%14,161,528,000Mar 31, 2023
D. E. SHAW & CO., INC.0.89%0.01%150,000121,700430.04%6,831,000,000Mar 31, 2023
PRUDENTIAL FINANCIAL INC0.84%0.01%141,528104,565282.89%6,445,185,000Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.0.70%0.16%118,66491,730340.57%5,403,958,000Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.53%0.02%89,30989,309100.00%4,067,132,000Mar 31, 2023
CITADEL ADVISORS LLC1.94%0.00%327,80084,60034.79%14,928,012,000Mar 31, 2023
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC1.24%0.08%208,86379,03360.87%9,511,621,000,000Mar 31, 2023
STIFEL FINANCIAL CORP0.49%0.01%82,27571,782684.09%3,746,824,000Mar 31, 2023
WOLVERINE TRADING, LLC0.38%0.00%63,40063,400100.00%2,831,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.28%0.01%47,58147,581100.00%2,166,839,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
STATE STREET CORP10.14%0.00%1,709,689-734,253-30.04%77,859,237,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.24%0.00%209,800-289,900-58.01%9,554,292,000Mar 31, 2023
INVESCO LTD.1.95%0.00%328,306-146,847-30.91%14,951,055,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.68%0.00%113,897-133,070-53.88%5,187,000Mar 31, 2023
FIRST TRUST ADVISORS LP0.88%0.01%147,768-106,902-41.98%6,729,354,000Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.0.26%0.00%43,800-79,900-64.59%1,994,652,000Mar 31, 2023
CITADEL ADVISORS LLC1.12%0.00%189,000-78,300-29.29%8,607,060,000Mar 31, 2023
MARSHALL WACE, LLP0.09%0.00%14,454-68,567-82.59%658,235,000Mar 31, 2023
JANE STREET GROUP, LLC0.49%0.00%83,336-66,504-44.38%3,795,122,000Mar 31, 2023
CITIGROUP INC0.45%0.00%75,252-59,424-44.12%3,426,977,000Mar 31, 2023
PARALLAX VOLATILITY ADVISERS, L.P.0.06%0.00%10,700-54,600-83.61%487,278,000Mar 31, 2023
VANGUARD GROUP INC6.51%0.00%1,098,451-53,689-4.66%50,023,459,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.96%0.00%162,600-52,500-24.41%7,404,804,000Mar 31, 2023
TWINBEECH CAPITAL LP----45,159-100.00%-Mar 31, 2023
PORTOLAN CAPITAL MANAGEMENT, LLC0.53%0.39%89,283-42,832-32.42%4,065,948,000Mar 31, 2023
BLACKROCK INC.15.62%0.00%2,635,313-42,407-1.58%120,012,153,000Mar 31, 2023
RAFFERTY ASSET MANAGEMENT, LLC0.76%0.04%127,534-41,920-24.74%5,807,898,000Mar 31, 2023
MAN GROUP PLC0.19%0.01%31,707-40,345-55.99%1,443,937,000Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%9,144-39,738-81.29%416,418,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.20%0.01%34,500-37,000-51.75%1,571,130,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
L & S ADVISORS INC6.97%0.16%1,175,0001,175,000100.00%1,116,250,000Mar 31, 2023
TEILINGER CAPITAL LTD.1.06%1.69%178,517178,517100.00%8,130,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.97%0.04%163,500163,500100.00%7,445,790,000Mar 31, 2023
CAPITAL FUND MANAGEMENT S.A.0.95%0.03%160,400160,400100.00%7,304,616,000Mar 31, 2023
LMR PARTNERS LLP0.81%0.10%135,865135,865100.00%6,187,292,000Mar 31, 2023
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.53%0.02%89,30989,309100.00%4,067,132,000Mar 31, 2023
WOLVERINE TRADING, LLC0.38%0.00%63,40063,400100.00%2,831,000Mar 31, 2023
TWO SIGMA INVESTMENTS, LP0.28%0.01%47,58147,581100.00%2,166,839,000Mar 31, 2023
SCHONFELD STRATEGIC ADVISORS LLC0.24%0.02%40,53540,535100.00%1,845,962,000Mar 31, 2023
JUMP FINANCIAL, LLC0.23%0.07%38,38038,380100.00%1,747,825,000Mar 31, 2023
CUSHING ASSET MANAGEMENT, LP0.20%0.15%33,00033,000100.00%1,502,820,000Mar 31, 2023
HIGHTOWER ADVISORS, LLC0.16%0.00%27,20027,200100.00%1,238,000,000Mar 31, 2023
WOLVERINE TRADING, LLC0.15%0.00%24,50024,500100.00%1,094,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.14%0.01%23,50023,500100.00%1,070,190,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.13%0.00%21,90021,900100.00%997,000Mar 31, 2023
MILLENNIUM MANAGEMENT LLC0.13%0.00%21,90021,900100.00%997,000Mar 31, 2023
ETF MANAGERS GROUP, LLC0.10%0.03%17,33417,334100.00%789,390,000Mar 31, 2023
WOLVERINE TRADING, LLC0.10%0.00%16,89416,894100.00%754,000Mar 31, 2023
LPL FINANCIAL LLC0.09%0.00%15,35415,354100.00%699,221,000Mar 31, 2023
STATE OF WISCONSIN INVESTMENT BOARD0.09%0.00%15,29915,299100.00%696,716,000Mar 31, 2023
FEDERATED HERMES, INC.0.09%0.00%14,70614,706100.00%669,711,000Mar 31, 2023
DIAMETRIC CAPITAL, LP0.06%0.24%10,88910,889100.00%495,885,000Mar 31, 2023
CUBIST SYSTEMATIC STRATEGIES, LLC0.06%0.00%10,20010,200100.00%464,508,000Mar 31, 2023
Y-INTERCEPT (HONG KONG) LTD0.06%0.05%10,12810,128100.00%461,229,000Mar 31, 2023
WALLEYE CAPITAL LLC0.05%0.01%8,8008,800100.00%400,752,000Mar 31, 2023
EXCHANGE TRADED CONCEPTS, LLC0.05%0.01%8,7588,758100.00%398,839,000Mar 31, 2023
FOX RUN MANAGEMENT, L.L.C.0.05%0.13%8,6508,650100.00%393,921,000Mar 31, 2023
INTEGRATED WEALTH CONCEPTS LLC0.05%0.01%8,3308,330100.00%379,000Mar 31, 2023
IPG INVESTMENT ADVISORS LLC0.05%0.08%8,0008,000100.00%364,320,000Mar 31, 2023
CENTIVA CAPITAL, LP0.04%0.01%7,4767,476100.00%340,457,000Mar 31, 2023
TD ASSET MANAGEMENT INC0.04%0.00%7,3007,300100.00%332,442,000Mar 31, 2023
BAYESIAN CAPITAL MANAGEMENT, LP0.04%0.04%7,2957,295100.00%332,214,000Mar 31, 2023
PEAK6 INVESTMENTS LLC0.04%0.00%6,9006,900100.00%314,226,000Mar 31, 2023
SHELL ASSET MANAGEMENT CO0.04%0.01%6,1036,103100.00%278,000Mar 31, 2023
JANUS HENDERSON GROUP PLC0.04%0.00%6,0796,079100.00%276,719,000Mar 31, 2023
ATRIA WEALTH SOLUTIONS, INC.0.03%0.00%5,7635,763100.00%262,447,000Mar 31, 2023
AQUATIC CAPITAL MANAGEMENT LLC0.03%0.01%5,1005,100100.00%232,000Mar 31, 2023
WINTON GROUP LTD0.03%0.01%4,8894,889100.00%222,645,000Mar 31, 2023
MAVEN SECURITIES LTD0.03%0.00%4,7264,726100.00%215,222,000Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC0.03%0.13%4,5734,573100.00%208,254,000Mar 31, 2023
WALLEYE CAPITAL LLC0.02%0.00%3,9203,920100.00%178,517,000Mar 31, 2023
WALLEYE CAPITAL LLC0.02%0.00%3,7003,700100.00%168,498,000Mar 31, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.00%0.00%560560100.00%25,502,000Mar 31, 2023
LINDBROOK CAPITAL, LLC0.00%0.00%138138100.00%6,285,000Mar 31, 2023
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0.00%-116116100.00%5,000Mar 31, 2023
CENTERPOINT ADVISORS, LLC0.00%0.00%7575100.00%3,000Mar 31, 2023
MASSMUTUAL TRUST CO FSB/ADV0.00%0.00%6969100.00%3,142,000Mar 31, 2023
BELPOINTE ASSET MANAGEMENT LLC0.00%0.00%3838100.00%1,731,000Mar 31, 2023
GLOBAL WEALTH STRATEGIES & ASSOCIATES0.00%0.00%2020100.00%911,000Mar 31, 2023
SAGEWORTH TRUST CO0.00%-99100.00%410,000Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
abrdn Income Credit Strategies Fund1.20%6,238,000--Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund0.70%5,000,0005,000,000-Mar 31, 2024
Franklin High Income Trust0.31%9,000,000--Mar 31, 2024
FRANKLIN UNIVERSAL TRUST0.23%400,000--Feb 29, 2024
Invesco High Income Trust II0.22%252,000--Feb 29, 2024
WESTERN ASSET PREMIER BOND FUND0.20%480,000480,000-Mar 28, 2024
HIGH INCOME OPPORTUNITIES PORTFOLIO0.17%2,151,000--Jan 31, 2024
EATON VANCE SERIES TRUST II0.15%9,546,000--Jan 31, 2024
BlackRock Series Fund II, Inc.0.15%31,00031,000-Mar 31, 2024
Ivy Variable Insurance Portfolios0.13%2,905,000--Mar 28, 2024
Franklin High Income Trust0.12%3,600,0003,600,000-Mar 31, 2024
Principal Exchange-Traded Funds0.12%1,483,0001,483,000-Mar 31, 2024
FRANKLIN LTD DURATION INCOME TRUST0.12%500,000500,000-Sep 30, 2023
PIMCO Global StocksPLUS & Income Fund0.12%440,000440,000-Mar 31, 2024
BlackRock Series Fund II, Inc.0.10%22,000--Mar 31, 2024
American Funds Multi-Sector Income Fund0.10%14,895,00014,895,000-Mar 31, 2024
AMERICAN HIGH INCOME TRUST0.10%19,475,0003,050,00018.57%Mar 31, 2024
WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.0.10%1,040,0001,040,000-Mar 28, 2024
BlackRock Multi-Sector Income Trust0.09%656,000656,000-Mar 31, 2024
AMERICAN HIGH INCOME TRUST0.08%16,055,00016,055,000-Mar 31, 2024
Calamos Long/Short Equity & Dynamic Income Trust0.08%117,00094,000408.70%Jan 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.07%764,000614,000409.33%Jan 31, 2024
Ivy Variable Insurance Portfolios0.07%1,560,0001,560,000-Mar 28, 2024
EATON VANCE SENIOR INCOME TRUST0.06%100,000100,000-Mar 31, 2024
Eaton Vance Floating-Rate Income Trust0.06%350,000350,000-Feb 29, 2024
NORTHERN FUNDS0.06%8,875,000--Mar 28, 2024
BLACKROCK CORPORATE HIGH YIELD FUND, INC.0.06%2,563,0002,563,000-Mar 31, 2024
NORTHERN FUNDS0.06%8,554,000--Mar 28, 2024
BlackRock Multi-Sector Income Trust0.06%427,000--Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST0.06%727,000727,000-Mar 31, 2024
FIDELITY COVINGTON TRUST0.06%1,060,000560,000112.00%Feb 29, 2024
CALAMOS CONVERTIBLE & HIGH INCOME FUND0.05%672,000540,000409.09%Jan 31, 2024
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND0.05%608,000488,000406.67%Jan 31, 2024
DELAWARE VIP TRUST0.05%175,000--Mar 28, 2024
American Funds Multi-Sector Income Fund0.05%6,930,000--Mar 31, 2024
EATON VANCE LTD DURATION INCOME FUND0.05%1,026,000--Mar 31, 2024
Capital Group Fixed Income ETF Trust0.04%2,225,0002,225,000-Mar 31, 2024
Blackstone Strategic Credit Fund0.04%438,000--Mar 31, 2024
abrdn Funds0.04%623,000--Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.04%498,000498,000-Mar 31, 2024
DELAWARE VIP TRUST0.04%150,000150,000-Mar 28, 2024
BLACKROCK CORE BOND TRUST0.04%273,000273,000-Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST0.04%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 FUND0.03%9,510,0009,510,000-Mar 31, 2024
DELAWARE GROUP INCOME FUNDS0.03%1,050,000--Jan 31, 2024
DBX ETF TRUST0.03%2,500,000450,00021.95%Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES II0.03%80,00080,000-Mar 31, 2024
RBC FUNDS TRUST0.03%3,807,0003,807,000-Mar 28, 2024
LORD ABBETT SERIES FUND INC0.03%2,010,0002,010,000-Mar 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.03%2,609,000--Feb 29, 2024
BLACKROCK CORE BOND TRUST0.03%209,000--Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 150.03%7,850,000--Feb 29, 2024
DEUTSCHE DWS INCOME TRUST0.03%990,000990,000-Mar 31, 2024
LORD ABBETT TRUST I0.03%868,000--Jan 31, 2024
PIMCO Energy & Tactical Credit Opportunities Fund0.03%200,000--Mar 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.03%327,000--Mar 31, 2024
PIMCO CORPORATE & INCOME OPPORTUNITY FUND0.03%1,200,0001,200,000-Mar 31, 2024
PIMCO CORPORATE & INCOME STRATEGY FUND0.03%400,000400,000-Mar 31, 2024
PIMCO HIGH INCOME FUND0.03%500,000500,000-Mar 31, 2024
INTEGRITY FUNDS0.02%62,00015,00031.91%Jan 31, 2024
LORD ABBETT BOND DEBENTURE FUND INC0.02%26,047,00026,047,000-Mar 31, 2024
Forethought Variable Insurance Trust0.02%100,000100,000-Mar 28, 2024
PGIM Global High Yield Fund, Inc.0.02%175,000--Jan 31, 2024
Calamos Dynamic Convertible & Income Fund0.02%168,000135,000409.09%Jan 31, 2024
Capital Group Fixed Income ETF Trust0.02%1,060,000475,00081.20%Mar 31, 2024
PIMCO Income Strategy Fund II0.02%400,000400,000-Mar 31, 2024
EATON VANCE LTD DURATION INCOME FUND0.02%464,000464,000-Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.02%50,00050,000-Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,725,000775,00039.74%Mar 31, 2024
Forethought Variable Insurance Trust0.02%80,000--Mar 28, 2024
LORD ABBETT SERIES FUND INC0.02%1,161,000--Mar 31, 2024
Dunham Funds0.02%1,210,000893,000281.70%Jan 31, 2024
DEUTSCHE DWS INCOME TRUST0.02%590,000590,000-Mar 31, 2024
PENN SERIES FUNDS INC0.02%500,000--Mar 28, 2024
MAINSTAY VP FUNDS TRUST0.02%2,075,0002,075,000-Mar 31, 2024
IVY FUNDS0.01%4,715,0004,715,000-Mar 28, 2024
PGIM Short Duration High Yield Opportunities Fund0.01%75,000--Jan 31, 2024
Guardian Variable Products Trust0.01%216,000216,000-Mar 31, 2024
VALIC Co I0.01%3,555,000706,00024.78%Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS0.01%620,000620,000-Mar 31, 2024
Calamos Global Dynamic Income Fund0.01%134,000108,000415.38%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,625,000--Mar 31, 2024
LORD ABBETT BOND DEBENTURE FUND INC0.01%11,987,000--Mar 31, 2024
Invesco Bond Fund0.01%20,000--Feb 29, 2024
CALAMOS GLOBAL TOTAL RETURN FUND0.01%25,00020,000400.00%Jan 31, 2024
LORD ABBETT INVESTMENT TRUST0.01%10,478,000825,0008.55%Feb 29, 2024
INTEGRITY FUNDS0.01%26,000--Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.01%1,100,0001,100,000-Mar 31, 2024
PIMCO INCOME STRATEGY FUND0.01%100,000100,000-Mar 31, 2024
Pacer Funds Trust0.01%423,414--Jan 31, 2024
IVY FUNDS0.01%2,975,000--Mar 28, 2024
Blackstone Floating Rate Enhanced Income Fund0.01%27,000--Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS0.01%275,000275,000-Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%1,150,0001,150,000-Mar 31, 2024
Columbia Funds Variable Series Trust II0.01%260,000260,000-Mar 31, 2024
Invesco Exchange-Traded Fund Trust II0.01%2,464,000416,00020.31%Feb 29, 2024
OLD WESTBURY FUNDS INC0.01%950,000--Jan 31, 2024
BLACKROCK DEBT STRATEGIES FUND, INC.0.01%125,000125,000-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

DateHoldingsChange %
31 Mar, 2317820.27%
31 Dec, 221483600.00%
30 Sep, 224100.00%
30 Jun, 222-33.33%
31 Mar, 22350.00%
31 Dec, 212-
30 Sep, 212-
30 Jun, 212-

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

DateShares OutstandingChange %
31 Mar, 2314,846,14910.90%
31 Dec, 2213,387,12059004.28%
30 Sep, 2222,650128.10%
30 Jun, 229,930-6.64%
31 Mar, 2210,63631.49%
31 Dec, 218,089-
30 Sep, 218,089-
30 Jun, 218,089-

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

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2388.02%10.52%
31 Dec, 2279.64%59826.64%
30 Sep, 220.13%124.49%
30 Jun, 220.06%-19.46%
31 Mar, 220.07%45.45%
31 Dec, 210.05%-20.69%
30 Sep, 210.06%-5.89%
30 Jun, 210.07%-

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

DateIncreased PositionsChange %
31 Mar, 2367-43.70%
31 Dec, 2211911800.00%
30 Sep, 221-50.00%
30 Jun, 222100.00%
31 Mar, 221-
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

DateReduced PositionsChange %
31 Mar, 23515000.00%
31 Dec, 221-
30 Sep, 22--
30 Jun, 22--100.00%
31 Mar, 221-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2317820.27%14,846,14910.90%88.02%10.52%67-43.70%515000.00%
31 Dec, 221483600.00%13,387,12059004.28%79.64%59826.64%11911800.00%1-
30 Sep, 224100.00%22,650128.10%0.13%124.49%1-50.00%--
30 Jun, 222-33.33%9,930-6.64%0.06%-19.46%2100.00%--100.00%
31 Mar, 22350.00%10,63631.49%0.07%45.45%1-1-
31 Dec, 212-8,089-0.05%-20.69%----
30 Sep, 212-8,089-0.06%-5.89%----
30 Jun, 212-8,089-0.07%-----

Vital Energy Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024PIGOTT M. JASONdirector, officer President & CEOP-PurchaseBuy2,500$37.85$94.63K169,389

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024PIGOTT M. JASONdirector, officer President & CEOP-PurchaseBuy2,500$37.85$94.63K169,389

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 12, 2024PIGOTT M. JASONdirector, officer President & CEOP-PurchaseBuy2,500$37.85$94.63K169,389
Aug 05, 2024Lambert Lisa Mariedirector-A-AwardBuy941$42.55$40.04K11,606
Aug 05, 2024Hawes Frances Powelldirector-A-AwardBuy470$42.55$20.00K15,302
Aug 05, 2024Hawes Frances Powelldirector-A-AwardBuy471--6,001
Aug 05, 2024Jarchow Craigdirector-A-AwardBuy941--8,668
Aug 05, 2024Albrecht William Edirector-A-AwardBuy1,161--10,449
Aug 05, 2024Hollingsworth Jarvis V.director-A-AwardBuy941$42.55$40.04K7,280
Aug 05, 2024Lancaster Lori Adirector-A-AwardBuy941--8,668
Aug 05, 2024Driver Johndirector-A-AwardBuy941--5,336
Aug 05, 2024KURAN SHIHAB A.director-A-AwardBuy941$42.55$40.04K3,587
Aug 05, 2024SEGNER EDMUND P IIIdirector-A-AwardBuy941--8,668
May 28, 2024KURAN SHIHAB A.director-A-AwardBuy842$47.55$40.04K2,646
May 28, 2024Albrecht William Edirector-A-AwardBuy940--9,288
May 28, 2024Lancaster Lori Adirector-A-AwardBuy842--7,727
May 28, 2024Hawes Frances Powelldirector-A-AwardBuy421$47.55$20.02K14,832
May 28, 2024Hawes Frances Powelldirector-A-AwardBuy421--5,530
May 28, 2024Hollingsworth Jarvis V.director-A-AwardBuy842$47.55$40.04K6,339
May 28, 2024SEGNER EDMUND P IIIdirector-A-AwardBuy842--7,727
May 28, 2024Lambert Lisa Mariedirector-A-AwardBuy842$47.55$40.04K10,665
May 28, 2024Jarchow Craigdirector-A-AwardBuy842--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

DateBuySellBuy/Sell Ratio
Q3 202411--
Q2 202412--
Q1 20242418133.33%

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

DateBuySellBuy/Sell Ratio
Q3 20241--
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


TickerCompany
PRPermian Resources Corporation
SMSM Energy Company
ARAntero Resources Corporation
MTDRMatador Resources Company
FANGDiamondback Energy, Inc.
MGYMagnolia Oil & Gas Corporation
CRKComstock Resources, Inc.

VTLE Ownership FAQ


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).

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.

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

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).

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.

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).