Vital Energy, Inc.
VTLEDelisted Dec 15, 2025- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001528129
Vital Energy, Inc. was delisted on Dec 15, 2025; its insiders filed their last Form 4 on Dec 15, 2025; 202 institutions reported holding it in 13F filings for Q3 2025, worth $413.7M in total; no superinvestor held it.
13F holders, Q4 2021
Institutional positions in Vital Energy, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 158
- +9 vs. Q3 2021
- Shares held
- 12.6M
- +508.9K (+4.2%) vs. Q3 2021
- Total value
- $759.0M
- −$222.8M (−22.7%) vs. Q3 2021
- New holders
- 36
- 64 more added
- Sold out
- 27
- 34 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VTLE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $15 |
| Q1 2026 | 1 | $15 |
| Q4 2025 | 3 | $144.2K |
| Q3 2025 | 202 | $413.7M |
| Q2 2025 | 219 | $466.2M |
| Q1 2025 | 229 | $629.4M |
| Q4 2024 | 231 | $900.4M |
| Q3 2024 | 220 | $752.0M |
| Q2 2024 | 213 | $1.25B |
| Q1 2024 | 229 | $1.19B |
| Q4 2023 | 216 | $930.8M |
| Q3 2023 | 219 | $955.1M |
| Q2 2023 | 188 | $654.3M |
| Q1 2023 | 181 | $622.4M |
| Q4 2022 | 173 | $693.5M |
| Q3 2022 | 192 | $860.9M |
| Q2 2022 | 209 | $919.2M |
| Q1 2022 | 204 | $997.3M |
| Q4 2021 | 158 | $759.0M |
| Q3 2021 | 149 | $981.8M |
| Q2 2021 | 148 | $854.9M |
| Q1 2021 | 120 | $191.6M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Vital Energy, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aj Wealth Strategies, LLC | 4,137 | $249.0K | 0.01% | +4,137 | New |
| CoreCommodity Management, LLC | 4,103 | $247.0K | 0.07% | +243+6.3% | Added |
| Royal Bank of Canada | 4,106 | $246.0K | 0.00% | +1,640+66.5% | Added |
| Bank of Montreal | 3,699 | $239.0K | 0.00% | −913−19.8% | Reduced |
| LPL Financial LLC | 3,707 | $223.0K | 0.00% | +3,707 | New |
| SEI Investments Co | 3,700 | $222.0K | 0.00% | +3,700 | New |
| Winton Group Ltd | 3,683 | $221.0K | 0.01% | −86−2.3% | Reduced |
| Arizona State Retirement System | 3,677 | $221.0K | 0.00% | +3,677 | New |
| Advisor Partners LLC | 3,507 | $211.0K | 0.01% | −96−2.7% | Reduced |
| Metropolitan Life Insurance Co | 3,508 | $210.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,458 | $207.0K | 0.00% | +3,458 | New |
| Eaton Vance Management | 3,364 | $202.0K | 0.00% | −26−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,890 | $174.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,698 | $162.0K | 0.00% | +2,698 | New |
| Mutual of America Capital Management LLC | 1,959 | $118.0K | 0.00% | +159+8.8% | Added |
| The PNC Financial Services Group, Inc. | 1,706 | $101.0K | 0.00% | +92+5.7% | Added |
| Tyler-Stone Wealth Management | 1,300 | $78.0K | 0.04% | +1,300 | New |
| Cypress Capital Management LLC (WY) | 1,250 | $75.0K | 0.06% | +700+127.3% | Added |
| Cutler Group LP | 1,000 | $60.0K | 0.00% | −2,919−74.5% | Reduced |
| Ameritas Investment Partners, Inc. | 986 | $59.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 687 | $41.0K | 0.00% | −111−13.9% | Reduced |
| Nisa Investment Advisors, LLC | 400 | $27.0K | 0.00% | +400 | New |
| IAG Wealth Partners, LLC | 375 | $23.0K | 0.01% | −125−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 330 | $22.0K | 0.00% | −21,270−98.5% | Reduced |
| Versant Capital Management, Inc | 229 | $14.0K | 0.00% | −8−3.4% | Reduced |
| Lake Point Wealth Management | 235 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 225 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 233 | $14.0K | 0.00% | +233 | New |
| Tower Research Capital LLC (TRC) | 221 | $13.0K | 0.00% | −6,143−96.5% | Reduced |
| FMR LLC | 142 | $9.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 150 | $9.00K | 0.00% | +150 | New |
| Newbridge Financial Services Group, Inc. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 133 | $8.00K | 0.00% | +133 | New |
| Prestige Wealth Management Group LLC | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.00K | 0.00% | −50−50.0% | Reduced |
| Tarbox Family Office, Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 33 | $2.00K | 0.00% | +13+65.0% | Added |
| Parkside Financial Bank & Trust | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Advisor Group Holdings, Inc. | 26 | $2.00K | 0.00% | +9+52.9% | Added |
| Parallel Advisors, LLC | 27 | $2.00K | 0.00% | +19+237.5% | Added |
| EverSource Wealth Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Sageworth Trust Co of South Dakota | 27 | $2.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 24 | $1.00K | 0.00% | −30−55.6% | Reduced |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | −31−77.5% | Reduced |
| Massmutual Trust Co FSB | 17 | $1.00K | 0.00% | +17 | New |
| Reilly Financial Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 4 | $241 | 0.00% | −120−96.8% | Reduced |
| Salem Investment Counselors Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $0 | 0.00% | +1 | New |
| Bessemer Group Inc | 5 | $0 | 0.00% | +5 | New |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| IFP Advisors, Inc | 11 | – | – | −494−97.8% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −112,867−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −67,620−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −49,763−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −37,175−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,415−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Silver Rock Financial LP | 0 | $0 | 0.00% | −18,319−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Precept Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,733−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,208−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |