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Wellington group discloses 8.7M-share Viper Energy (VNOM) stake below 5%

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report beneficial ownership of Viper Energy, Inc. common stock. Through investment-adviser affiliates, they beneficially own 8,696,506 shares, representing 4.48% of the class, with 0 shares under sole voting or dispositive power.

The group has shared voting power over 7,909,365 shares and shared dispositive power over 8,696,506 shares. The securities are held for clients of Wellington’s investment advisers, and no individual client is known to hold more than five percent of this class.

Positive

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Negative

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Shares beneficially owned 8,696,506 shares Viper Energy common stock beneficially owned by Wellington entities
Ownership percentage 4.48% Percent of Viper Energy common stock class owned by Wellington entities
Shared voting power 7,909,365 shares Shares over which Wellington reports shared voting power
Shared dispositive power 8,696,506 shares Shares over which Wellington reports shared dispositive power
Sole voting power 0 shares Shares over which Wellington reports sole voting power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 7,909,365.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 8,696,506.00"
parent holding company financial
"Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What ownership stake in Viper Energy (VNOM) does Wellington report?

Wellington and related entities report beneficial ownership of 8,696,506 VNOM shares, representing 4.48% of the common stock. These shares are held for clients of Wellington’s investment-adviser affiliates, not directly for Wellington itself.

Does Wellington have sole or shared voting power over VNOM shares?

Wellington reports no sole voting power and shared voting power over 7,909,365 VNOM shares. Voting authority over these shares is exercised on a shared basis through Wellington’s investment-adviser affiliates on behalf of their clients.

How many Viper Energy shares can Wellington dispose of on a shared basis?

Wellington reports shared dispositive power over 8,696,506 VNOM shares. This means Wellington’s adviser affiliates can direct the disposition of these shares for their clients, while reporting 0 shares with sole dispositive power.

Is Wellington now below the 5% ownership threshold in VNOM?

Yes. Wellington reports beneficial ownership of 4.48% of Viper Energy’s common stock and explicitly indicates ownership of 5 percent or less of the class, which places it below the traditional 5% large-holder threshold.

Who actually owns the Viper Energy shares associated with Wellington?

The VNOM shares are owned of record by clients of Wellington Investment Advisers, entities controlled within the Wellington group. Those clients receive dividends and sale proceeds; Wellington reports beneficial ownership through its advisory and holding-company structure.





64361Q101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026