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, Q3 2024
Institutional positions in Vital Energy, Inc. as of Sep 30, 2024. 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
- 220
- +9 vs. Q2 2024
- Shares held
- 28.0M
- +4.34M (+18.4%) vs. Q2 2024
- Total value
- $752.0M
- −$306.1M (−28.9%) vs. Q2 2024
- New holders
- 47
- 100 more added
- Sold out
- 38
- 46 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Vital Energy, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 30 | $0 | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 5 | $135 | 0.00% | −7−58.3% | Reduced |
| Mendota Financial Group, LLC | 5 | $135 | 0.00% | +5 | New |
| Farmers & Merchants Investments Inc | 13 | $350 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $350 | 0.00% | +13 | New |
| Pineridge Advisors LLC | 17 | $457 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $635 | 0.00% | +21 | New |
| Proequities, Inc. | 25 | $672 | 0.00% | +25 | New |
| West Paces Advisors Inc. | 25 | $673 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $673 | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 26 | $699 | 0.00% | +14+116.7% | Added |
| Capital Performance Advisors LLP | 28 | $753 | 0.00% | +28 | New |
| PSI Advisors, LLC | 30 | $808 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 33 | $888 | 0.00% | +33 | New |
| Covestor Ltd | 30 | $1.00K | 0.00% | +12+66.7% | Added |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | +40 | New |
| Legacy Investment Solutions, LLC | 40 | $1.22K | 0.00% | +40 | New |
| Legacy Wealth Managment, LLC | 40 | $1.22K | 0.00% | +40 | New |
| Macroview Investment Management LLC | 47 | $1.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 68 | $1.83K | 0.00% | +68 | New |
| Versant Capital Management, Inc | 73 | $1.96K | 0.00% | −82−52.9% | Reduced |
| Private Wealth Management Group, LLC | 86 | $2.31K | 0.00% | +86 | New |
| Huntington National Bank | 88 | $2.37K | 0.00% | +26+41.9% | Added |
| Smartleaf Asset Management LLC | 93 | $2.51K | 0.00% | −57−38.0% | Reduced |
| Sterling Capital Management LLC | 101 | $2.72K | 0.00% | +101 | New |
| Prestige Wealth Management Group LLC | 104 | $2.80K | 0.00% | +13+14.3% | Added |
| Global Retirement Partners, LLC | 119 | $3.20K | 0.00% | +76+176.7% | Added |
| Private Trust Co NA | 124 | $3.34K | 0.00% | +124 | New |
| Allworth Financial LP | 136 | $3.66K | 0.00% | +32+30.8% | Added |
| Centerpoint Advisors, LLC | 150 | $4.00K | 0.00% | −2,000−93.0% | Reduced |
| WealthCollab, LLC | 152 | $4.09K | 0.00% | +105+223.4% | Added |
| Venturi Wealth Management, LLC | 195 | $5.25K | 0.00% | +195 | New |
| Cypress Capital Management LLC (WY) | 225 | $6.05K | 0.01% | −575−71.9% | Reduced |
| Nisa Investment Advisors, LLC | 290 | $7.80K | 0.00% | −167−36.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 299 | $8.04K | 0.00% | −7−2.3% | Reduced |
| Lindbrook Capital, LLC | 315 | $8.47K | 0.00% | +212+205.8% | Added |
| ORG Partners LLC | 318 | $8.55K | 0.00% | +33+11.6% | Added |
| Umb Bank N A | 344 | $9.25K | 0.00% | +316+1,128.6% | Added |
| Coppell Advisory Solutions LLC | 377 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 397 | $11.0K | 0.00% | +397 | New |
| Massmutual Trust Co FSB | 447 | $12.0K | 0.00% | +292+188.4% | Added |
| LGT Financial Advisors LLC | 524 | $14.1K | 0.03% | +524 | New |
| Ronald Blue Trust, Inc. | 325 | $14.6K | 0.00% | +325 | New |
| GAMMA Investing LLC | 868 | $23.3K | 0.00% | +97+12.6% | Added |
| Parallel Advisors, LLC | 885 | $23.8K | 0.00% | −492−35.7% | Reduced |
| First Horizon Advisors, Inc. | 971 | $26.1K | 0.00% | +971 | New |
| Spartan Fund Management Inc. | 1,567 | $42.2K | 0.13% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,607 | $43.2K | 0.02% | +31+2.0% | Added |
| CWM, LLC | 2,034 | $55.0K | 0.00% | +1,453+250.1% | Added |
| Quadrant Capital Group LLC | 2,071 | $55.7K | 0.00% | +742+55.8% | Added |
| Signaturefd, LLC | 2,326 | $62.6K | 0.00% | +1,630+234.2% | Added |
| DekaBank Deutsche Girozentrale | 2,435 | $65.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,534 | $68.2K | 0.00% | +354+16.2% | Added |
| International Assets Investment Management, LLC | 2,018 | $75.0K | 0.00% | +1,943+2,590.7% | Added |
| Ameritas Investment Partners, Inc. | 2,802 | $75.4K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,500 | $94.2K | 0.04% | +1,700+94.4% | Added |
| The PNC Financial Services Group, Inc. | 3,841 | $103.3K | 0.00% | +2,317+152.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,610 | $124.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,543 | $149.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,654 | $152.1K | 0.01% | −10,106−64.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,811 | $156.3K | 0.00% | +84+1.5% | Added |
| Oregon Public Employees Retirement Fund | 6,326 | $170.2K | 0.00% | +100+1.6% | Added |
| US Bancorp | 6,390 | $171.9K | 0.00% | +6,067+1,878.3% | Added |
| State of Tennessee, Treasury Department | 6,410 | $172.4K | 0.00% | −393−5.8% | Reduced |
| Lazard Asset Management LLC | 6,849 | $183.0K | 0.00% | +794+13.1% | Added |
| Amalgamated Bank | 7,705 | $207.0K | 0.00% | +90+1.2% | Added |
| Intech Investment Management LLC | 8,468 | $227.8K | 0.00% | +8,468 | New |
| Cerity Partners LLC | 8,642 | $232.5K | 0.00% | +8,642 | New |
| Deuterium Capital Management, LLC | 9,000 | $242.1K | 0.44% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,007 | $242.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,144 | $246.0K | 0.00% | +9,144 | New |
| Pitcairn Co | 9,306 | $250.3K | 0.01% | +9,306 | New |
| ISAM Funds (UK) Ltd | 9,393 | $252.7K | 0.14% | −3,981−29.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,491 | $255.3K | 0.00% | −704−6.9% | Reduced |
| Holocene Advisors, LP | 10,038 | $270.0K | 0.00% | −123−1.2% | Reduced |
| Yousif Capital Management, LLC | 10,339 | $278.1K | 0.00% | +165+1.6% | Added |
| Teza Capital Management LLC | 10,360 | $278.7K | 0.03% | −12,127−53.9% | Reduced |
| Fox Run Management, L.L.C. | 10,704 | $287.9K | 0.06% | +10,704 | New |
| XTX Topco Ltd | 11,186 | $300.9K | 0.02% | +11,186 | New |
| Janus Henderson Group PLC | 11,478 | $309.3K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,592 | $311.8K | 0.00% | +930+8.7% | Added |
| Trust Point Inc. | 11,940 | $321.2K | 0.02% | +11,940 | New |
| Comerica Bank | 12,066 | $324.6K | 0.00% | +2,502+26.2% | Added |
| First National Bank of Omaha | 12,341 | $332.0K | 0.02% | +12,341 | New |
| Natixis Advisors, L.P. | 12,464 | $335.0K | 0.00% | +12,464 | New |
| GWM Advisors LLC | 12,888 | $346.7K | 0.00% | +1,400+12.2% | Added |
| Louisiana State Employees Retirement System | 13,000 | $349.7K | 0.01% | +200+1.6% | Added |
| ClearAlpha Technologies LP | 13,250 | $356.4K | 0.15% | +644+5.1% | Added |
| Price T Rowe Associates Inc | 13,282 | $358.0K | 0.00% | +288+2.2% | Added |
| Franklin Resources Inc | 12,662 | $362.9K | 0.00% | +758+6.4% | Added |
| HighPoint Advisor Group LLC | 14,941 | $388.9K | 0.02% | +819+5.8% | Added |
| Manufacturers Life Insurance Company, The | 14,490 | $389.8K | 0.00% | +503+3.6% | Added |
| Versor Investments LP | 14,900 | $400.8K | 0.06% | +400+2.8% | Added |
| Deutsche Bank AG | 15,239 | $409.9K | 0.00% | +3,543+30.3% | Added |
| State of Alaska, Department of Revenue | 15,392 | $414.0K | 0.00% | +409+2.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,743 | $423.5K | 0.00% | +4,354+38.2% | Added |
| FMR LLC | 15,992 | $430.2K | 0.00% | +14,275+831.4% | Added |
| Corebridge Financial, Inc. | 16,352 | $439.9K | 0.00% | −107−0.7% | Reduced |