Vital Energy, a publicly traded company, has its shares primarily held by a diverse group of institutional investors, including major asset management firms, mutual funds, and exchange-traded funds (ETFs). These large organizations manage vast sums of money on behalf of individual investors, pension funds, and other clients, making them significant stakeholders in public companies like Vital Energy.
Key Institutional Shareholders of Vital Energy
The ownership structure of Vital Energy (NYSE: VTLE) reflects typical patterns for publicly traded entities, where a substantial portion of shares is held by institutional investors rather than individual retail investors. These institutions often acquire shares for various investment strategies, including passive index tracking, active management, or sector-specific investments.
Among the largest shareholders of Vital Energy are prominent asset management companies and investment funds. These entities hold significant stakes, influencing the company's governance and strategic direction through their voting power.
Here is a list of some of the largest institutional shareholders:
Shareholder Name | Type of Investor |
---|---|
BlackRock, Inc. | Global Asset Manager |
Westwood Holdings Group Inc | Investment Management Firm |
Vanguard Group Inc | Global Investment Management Company |
State Street Corp | Financial Services and Asset Management Company |
IJR - iShares Core S&P Small-Cap ETF | Exchange-Traded Fund (ETF) |
Dimensional Fund Advisors Lp | Global Investment Firm |
Balyasny Asset Management Llc | Multi-Strategy Investment Firm |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares | Mutual Fund (Index Fund) |
IWM - iShares Russell 2000 ETF | Exchange-Traded Fund (ETF) |
XOP | Energy Sector Exchange-Traded Fund (ETF) |
These entities represent a mix of active and passive investment strategies. Firms like BlackRock and Vanguard are known for their broad range of index funds and ETFs that aim to replicate market performance, including segments where Vital Energy operates. Other firms, such as Dimensional Fund Advisors or Balyasny Asset Management, might employ more active or quantitative strategies.
Understanding the shareholder base provides insight into the company's investor confidence and market positioning. The presence of major institutional investors often signals a certain level of stability and liquidity for the stock.