Talos Energy Inc.

TALO

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001724965

SEC filings (opens in a new tab)

In the last 90 days, Talos Energy Inc. insiders filed 0 open-market purchases and 4 sales; 294 institutions reported holding it in 13F filings for Q2 2026, worth $1.61B in total; no superinvestor holds it.

Q1 2026 vs. Q4 2025

How the institutions holding Talos Energy Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of TALO: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	260	4	289	+33
Shares	121.5M	9.92M	122.8M	+11.2M (+10.1%)
Value	$1.34B	$109.3M	$1.94B	+$705.7M (+57.4%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Talos Energy Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to TALO in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	5,343,393	$84.2M	0.00%
Vanguard Portfolio Management LLC	3,323,713	$52.4M	0.00%
Vanguard Fiduciary Trust Co	810,098	$12.8M	0.00%
Connor, Clark & Lunn Investment Management Ltd.	563,030	$8.87M	0.02%
First Eagle Investment Management, LLC	503,900	$7.94M	0.01%
Algert Global LLC	459,190	$7.24M	0.11%
Tudor Investment Corp Et Al	450,879	$7.11M	0.04%
Susquehanna International Group, LLP	172,615	$2.72M	0.00%
De Lisle Partners LLP	160,000	$2.52M	0.30%
OnyxPoint Global Management LP	143,500	$2.26M	0.96%
Jefferies Financial Group Inc.	124,384	$1.96M	0.02%
Healthcare of Ontario Pension Plan Trust Fund	104,596	$1.65M	0.00%
Vanguard Asset Management, Ltd	86,640	$1.37M	0.00%
Fulcrum Asset Management LLP	75,274	$1.23M	0.19%
Vident Advisory, LLC	64,289	$1.01M	0.01%
Wedge Capital Management L L P	59,076	$931.0K	0.02%
Two Sigma Investments, LP	53,883	$849.2K	0.00%
Caxton Associates LLP	50,361	$793.7K	0.02%
Virtu Financial LLC	50,121	$790.0K	0.03%
Vanguard Global Advisers, LLC	48,773	$768.7K	0.00%
Jupiter Asset Management Ltd	44,602	$702.9K	0.00%
Jump Financial, LLC	40,356	$636.0K	0.01%
Simplex Trading, LLC	38,248	$602.8K	0.02%
Vanguard Investments Australia, Ltd.	34,132	$537.9K	0.00%
Aristeia Capital LLC	33,482	$527.7K	0.01%
AdvisorShares Investments LLC	30,830	$485.9K	0.09%
CSS LLC	30,038	$473.4K	0.03%
Graham Capital Management, L.P.	29,710	$468.2K	0.02%
Cambridge Investment Research Advisors, Inc.	27,040	$426.0K	0.00%
Ieq Capital, LLC	26,677	$420.4K	0.00%
Hancock Whitney Corp	25,774	$410.3K	0.01%
Twinbeech Capital LP	25,139	$396.2K	0.04%
Quadrature Capital Ltd	24,085	$379.6K	0.00%
LPL Financial LLC	22,225	$350.3K	0.00%
TCG Advisory Services, LLC	20,000	$315.2K	0.01%
Two Sigma Securities, LLC	18,397	$289.9K	0.03%
Centiva Capital, LP	15,435	$243.3K	0.01%
Saxon Interests, Inc.	15,118	$238.3K	0.08%
Blackstone Group Inc.	14,876	$234.4K	0.00%
L2 Asset Management, LLC	13,507	$212.9K	0.02%
GTS Securities LLC	12,650	$199.4K	0.01%
Winton Group Ltd	12,300	$193.8K	0.01%
DRW Securities, LLC	11,798	$185.9K	0.01%
Caitong International Asset Management Co., Ltd	11,373	$179.2K	0.03%
Mangrove Partners	10,504	$165.5K	0.01%
Bailard, Inc.	10,200	$160.8K	0.00%
Group One Trading, L.P.	8,150	$128.4K	0.00%
Mitsubishi UFJ Trust & Banking Corp	6,097	$96.1K	0.00%
Kemnay Advisory Services Inc.	985	$15.5K	0.00%
Bayforest Capital Ltd	608	$9.58K	0.01%
Valued Wealth Advisors LLC	549	$8.65K	0.00%
Advisory Services Network, LLC	500	$7.88K	0.00%
Assetmark, Inc	368	$5.80K	0.00%
Optiver Holding B.V.	214	$3.37K	0.00%
Bare Financial Services, Inc	90	$1.42K	0.00%
Stone House Investment Management, LLC	34	$536	0.00%
Zions Bancorporation, National Association	26	$410	0.00%
Twin Peaks Wealth Advisors, LLC	22	$347	0.00%
CVA Family Office, LLC	21	$331	0.00%
Brown Brothers Harriman & Co	14	$221	0.00%
Anfield Capital Management, LLC	4	$63	0.00%
Vermillion Wealth Management, Inc.	2	$32	0.00%
Raffa Wealth Management, LLC	1	$16	0.00%
Curio Wealth, LLC	1	$16	0.00%

Sold out (31)

Institutions that held Talos Energy Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of TALO in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Sagefield Capital LP	449,620	$4.95M
Tejara Capital Ltd	264,100	$2.91M
Point72 Asset Management, L.P.	244,037	$2.69M
CM Management, LLC	200,000	$2.20M
Assenagon Asset Management S.A.	175,645	$1.94M
Verition Fund Management LLC	165,636	$1.83M
Dockside LLC	80,124	$883.0K
Aquatic Capital Management LLC	62,764	$691.7K
Horizon Investments, LLC	56,531	$623.0K
Two Sigma Advisers, LP	44,500	$490.4K
Quest Partners LLC	41,064	$452.5K
Axq Capital, LP	29,434	$324.4K
BWM Planning, LLC	18,381	$202.6K
PharVision Advisers, LLC	17,979	$198.1K
Mach-1 Financial Group, Inc.	16,930	$186.6K
Guggenheim Capital LLC	16,324	$179.9K
Profund Advisors LLC	15,478	$170.6K
R Squared Ltd	15,411	$169.8K
Inceptionr LLC	13,753	$151.6K
Capricorn Fund Managers Ltd	12,500	$137.8K
Marex Group plc	12,500	$137.8K
Zacks Investment Management	11,204	$123.5K
Scientech Research LLC	11,150	$122.9K
Prelude Capital Management, LLC	10,977	$121.0K
Envestnet Asset Management Inc	10,772	$118.7K
Voleon Capital Management LP	10,578	$116.6K
Virtus Fixed Income Advisers, LLC	2,973	$32.8K
Citizens National Bank Trust Department	1,500	$16.5K
Quarry LP	1,214	$13.4K
Optima Capital LLC	61	$672
Cedar Mountain Advisors, LLC	1	$11

Not filed for Q1 2026 yet (4)

Institutions that held Talos Energy Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding TALO in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	9,496,949	$104.7M
Brandywine Global Investment Management, LLC	389,201	$4.29M
Comerica Bank	29,207	$321.9K
CIBC Private Wealth Group, LLC	175	$1.93K