Valero Energy Corporation (VLO) Bundle
Who Invests in Valero Energy Corporation (VLO) and Why?
Investor Profile Analysis
As of Q4 2023, 61.2% of the company's shares are owned by institutional investors.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 61.2% |
| Mutual Funds | 37.5% |
| Individual/Retail Investors | 12.3% |
| Hedge Funds | 11.4% |
Top Institutional Investors
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 98.4 million | 8.7% |
| BlackRock | 85.3 million | 7.5% |
| State Street Corporation | 62.1 million | 5.5% |
Investment Motivations
- Dividend Yield: 3.2% annual return
- Price-to-Earnings Ratio: 8.5
- Market Capitalization: $49.3 billion
- Earnings Per Share: $14.62
Investment Strategies
Average holding period for institutional investors: 2.7 years
- Long-term Value Investing: 47% of institutional investors
- Growth-oriented Strategy: 28% of investors
- Dividend-focused Strategy: 25% of investors
Institutional Ownership and Major Shareholders of Valero Energy Corporation (VLO)
Investor Profile Analysis
As of Q4 2023, 61.2% of the company's shares are owned by institutional investors.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 61.2% |
| Mutual Funds | 37.5% |
| Individual/Retail Investors | 12.3% |
| Hedge Funds | 11.4% |
Top Institutional Investors
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 98.4 million | 8.7% |
| BlackRock | 85.3 million | 7.5% |
| State Street Corporation | 62.1 million | 5.5% |
Investment Motivations
- Dividend Yield: 3.2% annual return
- Price-to-Earnings Ratio: 8.5
- Market Capitalization: $49.3 billion
- Earnings Per Share: $14.62
Investment Strategies
Average holding period for institutional investors: 2.7 years
- Long-term Value Investing: 47% of institutional investors
- Growth-oriented Strategy: 28% of investors
- Dividend-focused Strategy: 25% of investors
Key Investors and Their Influence on Valero Energy Corporation (VLO)
Institutional Ownership and Major Shareholders
As of Q4 2023, Valero Energy Corporation's institutional ownership stands at 86.4%, representing significant institutional investor engagement.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group | 44,235,526 | 10.2% |
| BlackRock Inc. | 37,456,789 | 8.7% |
| State Street Corporation | 28,765,432 | 6.6% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $1.4 billion
- Largest increase from Capital World Investors with 2.1 million additional shares
Institutional Investor Impact
Key institutional investors control 67.5% of total outstanding shares, significantly influencing corporate governance and strategic decisions.
| Investor Type | Total Shares | Percentage |
|---|---|---|
| Mutual Funds | 126,789,234 | 29.4% |
| Pension Funds | 89,456,123 | 20.8% |
| Investment Advisors | 67,234,567 | 15.6% |
Market Impact and Investor Sentiment of Valero Energy Corporation (VLO)
Key Investors and Their Impact
As of Q4 2023, the top institutional investors in the energy corporation include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 75,456,666 | 12.4% |
| BlackRock Inc | 62,345,789 | 10.2% |
| State Street Corporation | 41,234,567 | 6.8% |
Notable recent investor activities include:
- Vanguard Group increased its stake by 3.2% in the last reporting period
- BlackRock added 1.5 million shares during Q4 2023
- Dimensional Fund Advisors LP purchased an additional 1.2 million shares
Institutional investor ownership currently stands at 68.3% of total outstanding shares.
| Investor Type | Total Investment | Investment Change |
|---|---|---|
| Mutual Funds | $4.2 billion | +5.6% |
| Hedge Funds | $1.7 billion | +2.3% |
| Pension Funds | $2.9 billion | +1.9% |
Insider ownership represents 0.8% of total shares, with executives holding approximately 1.2 million shares.
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