Exploring Valero Energy Corporation (VLO) Investor Profile: Who’s Buying and Why?

Exploring Valero Energy Corporation (VLO) Investor Profile: Who’s Buying and Why?

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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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