Exploring Vivakor, Inc. (VIVK) Investor Profile: Who’s Buying and Why?

Are you tracking Vivakor, Inc. (VIVK) and wondering who's investing in this company and why? With a market cap of approximately $18.47 million as of today, understanding the investor profile of Vivakor can provide valuable insights. While recent data on specific institutional holdings might be limited, examining overall ownership trends and major shareholders can shed light on investor confidence and strategic direction. Are institutional investors increasing their positions, or is retail interest driving the stock? Dive in to uncover the key players and the factors influencing their investment decisions in Vivakor.

Vivakor, Inc. (VIVK) Who Invests in Vivakor, Inc. (VIVK) and Why?

Understanding the investor profile of Vivakor, Inc. (VIVK) involves examining the various types of investors, their motivations, and the strategies they employ. This insight helps to paint a comprehensive picture of the financial forces driving the company.

Key Investor Types

The investor base of Vivakor, Inc. (VIVK) can be categorized into several key groups:

• Retail Investors: These individual investors buy and sell shares for their own accounts and often make decisions based on publicly available information and personal investment strategies.
• Institutional Investors: These entities include mutual funds, pension funds, insurance companies, and other large organizations that invest on behalf of their clients. Their decisions are often driven by in-depth research and analysis.
• Hedge Funds: These funds typically employ more aggressive strategies, including leveraging and short-selling, to generate higher returns. Their investment horizons can vary from short-term to long-term.

Investment Motivations

Several factors might attract investors to Vivakor, Inc. (VIVK):

• Growth Prospects: Investors may be drawn to Vivakor, Inc. (VIVK) due to its potential for growth in the oil extraction and remediation sectors. Positive indicators might include expansion into new markets, technological advancements, or increasing demand for its services.
• Market Position: The company's standing within its industry, its competitive advantages, and its ability to maintain or increase its market share can be significant motivators for investment.

Investment Strategies

The strategies employed by investors in Vivakor, Inc. (VIVK) can vary widely:

• Long-Term Holding: Some investors adopt a buy-and-hold strategy, maintaining their positions over an extended period to benefit from the company's long-term growth and stability.
• Short-Term Trading: Other investors engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy is more speculative and requires close monitoring of market conditions.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They assess the company's intrinsic value based on its assets, earnings, and growth potential, and invest when the market price is below their estimated value.

For more detailed information about Vivakor, Inc. (VIVK), you can explore: Vivakor, Inc. (VIVK): History, Ownership, Mission, How It Works & Makes Money

Vivakor, Inc. (VIVK) Institutional Ownership and Major Shareholders of Vivakor, Inc. (VIVK)

Institutional ownership in Vivakor, Inc. (VIVK) reflects the extent to which large financial entities hold the company's shares. As of April 2025, 28 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 4,602,846 shares.

Here's a list of the top institutional investors in Vivakor, Inc. (VIVK) and their holdings:

• Smith Shellnut Wilson Llc /adv: 3,009,552 shares as of March 31, 2025
• Inscription Capital, LLC
• Vanguard Group Inc: 204,375 shares as of December 31, 2024
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• Geode Capital Management, Llc: 129,524 shares as of December 31, 2024
• FSMAX - Fidelity Extended Market Index Fund
• Great Valley Advisor Group, Inc.: 69,357 shares as of December 31, 2024
• Steward Partners Investment Advisory, Llc: 37,774 shares as of December 31, 2024
• BlackRock, Inc.: 26,591 shares as of December 31, 2024
• FSKAX - Fidelity Total Market Index Fund

Institutional holdings account for approximately 8.07% of Vivakor, Inc.'s (VIVK) total shares outstanding. The total value of these holdings amounts to $3 million.

Recent changes in ownership have been observed. For example, Vanguard Group Inc. increased its holdings by 112.254%, acquiring an additional 108,087 shares, while Geode Capital Management, Llc increased its holdings by 0.326%, adding 421 shares as of December 31, 2024.

Major shareholders also include insiders like James H. Ballengee, who owns 58,254,907 shares, representing 130.69% of the company. Matthew Nicosia holds 8,380,919 shares, accounting for 18.80% ownership.

Institutional investors can significantly influence a company's stock price and strategy. Their actions reflect their confidence in the company's prospects and can drive market sentiment. Substantial increases or decreases in their positions often lead to corresponding changes in the stock price. For more insights into Vivakor, Inc.'s history, mission, and ownership structure, you can visit Vivakor, Inc. (VIVK): History, Ownership, Mission, How It Works & Makes Money.

The fund sentiment score, which gauges how actively funds are buying the stock, is based on factors such as the increase in disclosed owners and changes in portfolio allocations. This score ranges from 0 to 100, with higher numbers indicating greater accumulation.

The share price of Vivakor, Inc. (VIVK) as of April 16, 2025, was $0.97 per share, up 15.21% from $0.84 on April 17, 2024.

Here's a summary of Vivakor, Inc. (VIVK) ownership details:

Vivakor, Inc. (VIVK) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Vivakor, Inc. (VIVK) provides critical insights into the company's stability, growth potential, and strategic direction. Examining the key investors, their recent activities, and their influence can help stakeholders assess the overall health and future prospects of Vivakor. As of April 2025, several institutional and individual investors hold significant positions in the company.

Key investors in Vivakor, Inc. (VIVK) include:

• Smith Shellnut Wilson Llc /adv: Holds approximately 7.12% of the company's shares.
• Inscription Capital, LLC: Owns around 2.09% of the company.
• Vanguard Group Inc: Has a stake of about 0.48%.
• Geode Capital Management, Llc: Holds approximately 0.31% of the company's shares.
• Great Valley Advisor Group, Inc.: Possesses about 0.16% of the company.
• Steward Partners Investment Advisory, Llc: Owns approximately 0.09% of the company.
• BlackRock, Inc.
• FSMAX - Fidelity Extended Market Index Fund.
• FSKAX - Fidelity Total Market Index Fund.

These institutional investors collectively hold a significant portion of Vivakor's shares, influencing the company's stock movements and strategic decisions.

Investor Influence:

Major shareholders can significantly impact a company's decisions and stock performance. According to SEC filings, investors holding more than 5% of a company's shares may actively pursue changes in business strategy. While specific details on the direct influence of each investor are not fully available, their collective holdings suggest a substantial role in shaping Vivakor's direction.

Recent Moves:

Recent activities by key investors include:

• Issuance of Restricted Stock: In April 2025, Vivakor issued 300,000 shares of restricted common stock to Cedarview Capital Management LLC as part of a loan agreement amendment. Additionally, 350,000 shares of restricted common stock were issued to Justin Ellis following the conversion of a $350,000 convertible promissory note.
• Preferred Stock Distribution: Vivakor distributed 107,789 shares of its Series A Preferred Stock related to the Endeavor Entities transaction, with some shares going to entities controlled by Vivakor's CEO, James Ballengee. These shares carry a 6% annual dividend payable in common stock.

These moves indicate ongoing efforts to manage debt and incentivize key stakeholders, which can influence investor confidence and stock valuation.

Insider Ownership:

Insider ownership is also a notable aspect of Vivakor's investor profile. James H. Ballengee, the Chairman, President, and CEO, is the largest individual shareholder, owning 58,254,907 shares, representing 130.69% of the company. Matthew Nicosia holds 8,380,919 shares, accounting for 18.80% ownership. This high level of insider ownership suggests a strong alignment of interests between the management and the shareholders.

Institutional Ownership Trends:

Examining the trends in institutional ownership can provide insights into the sentiment of major investors. Nasdaq data indicates:

• Institutional Ownership: 8.07%
• Total Value of Holdings: $3 million

Recent changes in holdings by institutional investors such as Vanguard Group Inc. and Geode Capital Management, Llc, show an increase in their positions, suggesting growing confidence in Vivakor's potential.

Additional Considerations:

• Fund Sentiment Score: Vivakor's Fund Sentiment Score reflects the level of institutional accumulation, providing a quantitative measure of investor interest.
• Recent Financial Performance: Vivakor reported strong financial results for Q4 2024, with revenue up by 201% year-over-year to $41.7 million and gross profit increasing by 746% year-over-year to $5.7 million. The company's overall revenue for FY 2024 increased by 51% year-over-year to $89.8 million.

These financial indicators, along with the trends in institutional and insider ownership, collectively paint a picture of Vivakor's investment landscape.

Here is a table summarizing the key shareholders of Vivakor, Inc. (VIVK):

Understanding these dynamics is crucial for investors looking to make informed decisions about Vivakor, Inc. (VIVK). For further insights into the financial health of the company, consider exploring: Breaking Down Vivakor, Inc. (VIVK) Financial Health: Key Insights for Investors

Vivakor, Inc. (VIVK) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of Vivakor, Inc. (VIVK). Here's a breakdown of key aspects:

Investor Sentiment:

• Institutional ownership in Vivakor, Inc. stands at 8.07%.
• According to WallStreetZen, Vivakor is owned by 8.07% institutional shareholders, 150.26% Vivakor insiders, and 0.00% retail investors.
• Major institutional shareholders include Smith Shellnut Wilson Llc /Adv with 3,009,552 shares, Vanguard Group Inc with 204,375 shares, and Geode Capital Management, Llc with 129,524 shares as of December 31, 2024.
• James H. Ballengee, Chairman, President, and CEO, is the largest individual shareholder, owning 58,254,907 shares, representing 130.69% of the company.

Recent Market Reactions:

• Vivakor's stock price on April 16, 2025, was $0.97 per share, compared to $0.84 on April 17, 2024, representing a 15.21% increase over that period.
• The stock experienced volatility, with a -1.02% decrease on April 17, 2025, closing at $0.96. During that day, the stock fluctuated 29.93% from a low of $0.86 to a high of $1.12.
• Recent news includes Vivakor amending repayment terms with Cedarview and issuing new shares. On April 11, 2025, Vivakor issued 350,000 shares of restricted common stock to Justin Ellis and distributed 107,789 shares of its Series A Preferred Stock as part of the purchase price for the Endeavor Entities transaction.

Analyst Perspectives:

• Currently, there are no analyst ratings available for Vivakor Inc.
• The upcoming earnings date for Vivakor, Inc. is May 19, 2025.

Additional Considerations:

• Vivakor's market capitalization as of April 17, 2025, was $42.717 million.
• The company's next earnings report will be released on May 21, 2025.
• Vivakor's revenue for the trailing twelve months is $89.8 million, with an EBITDA of $-1.4 million and an EPS of $-0.42.

Here is a table summarizing the major shareholders of Vivakor, Inc.:

For more in-depth information about Vivakor, Inc., you can explore its history, mission, and ownership details at: Vivakor, Inc. (VIVK): History, Ownership, Mission, How It Works & Makes Money