Virtus Investment Partners VRTS Institutional Ownership

NYSE VRTS

$132.68 +1.43 (+1.09%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

233 Institutions

Increased 120 51.5%

Unchanged 54 23.2%

Reduced 59 25.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.81%

▲+8.51 pp QoQ

Shares Held by Institutions

6.26Mn

of 6.67Mn outstanding

▲+12.83% QoQ

Shares Outstanding

6.67Mn

412.68K held outside 13F filers

Institutional Investors

233

filed 13F for Jun 2026

▼-5 vs prior quarter

Net Shares Added (QoQ)

+711.68K

accumulated since last quarter

Value of Holdings

$822.40Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Virtus Investment Partners, Inc. (NYSE:VRTS) appears in 233 institutional 13F filings for the quarter ending June 2026.

Their combined ownership stood at 93.8% of outstanding shares in June 2026, up from 85.3% in March 2026.
Their total shares held in VRTS increased 12.83% quarter over quarter, and separately, investors owning Virtus Investment Partners decreased 3.32% from a year ago.
Of these 233 holders, 120 added to their stakes in Virtus Investment Partners, 59 trimmed positions, and 54 made no changes.
In total, institutional investors held 6.26Mn shares in Virtus Investment Partners as of June 2026, up by 711.68K shares quarter on quarter, and up 821.56K shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Virtus Investment Partners with 1.06Mn shares, accounting for 15.84% of total shares outstanding.
The largest buyers of Virtus Investment Partners for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (279.35K), AQR CAPITAL MANAGEMENT LLC (154.35K), BlackRock, Inc. (57.25K), Jpmorgan Chase & Co (50.42K), BESSEMER GROUP INC (42.82K).
The largest sales of VRTS for the quarter ending June 2026 came from VANGUARD PORTFOLIO MANAGEMENT LLC (34.77K), Goldman Sachs Group Inc (33.92K), Zimmer Partners, LP (33.41K), Squarepoint Ops LLC (27.98K), CITADEL ADVISORS LLC (17.93K).
Per Business Quant, the top 10 investors in VRTS for the quarter ending June 2026 include BlackRock, Inc. (1.06Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (450.12K), State Street Corp (448.31K), VICTORY CAPITAL MANAGEMENT INC (352.93K), DIMENSIONAL FUND ADVISORS LP (315.72K), AQR CAPITAL MANAGEMENT LLC (286.62K), VANGUARD CAPITAL MANAGEMENT LLC (279.85K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (279.35K), Sixth Street Partners Management Company, L.P. (279.35K), AMERICAN CENTURY COMPANIES INC (195.36K).

Form 13F Holdings

233 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.26Mn

Of outstanding 93.81%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,056,614	15.84%	▲57,246	+5.73%	$151.62Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	450,124	6.75%	▼34,766	-7.17%	$64.59Mn
3	State Street Corp	0000093751	448,314	6.72%	▲9,580	+2.18%	$64.33Mn
4	VICTORY CAPITAL MANAGEMENT INC	0001040188	352,930	5.29%	▲34,921	+10.98%	$50.65Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	315,715	4.73%	▲10,600	+3.47%	$45.31Mn
6	AQR CAPITAL MANAGEMENT LLC	0001167557	286,625	4.30%	▲154,351	+116.69%	$41.13Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	279,848	4.20%	▼5,698	-2.00%	$40.16Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	279,346	4.19%	▲20,531	+7.93%	$40.09Mn
8	Sixth Street Partners Management Company, L.P.	0001812095	279,346	4.19%	▲279,346	0.00%	$40.09Mn
9	AMERICAN CENTURY COMPANIES INC	0000748054	195,363	2.93%	▲6,550	+3.47%	$28.03Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	165,425	2.48%	▲6,200	+3.89%	$23.74Mn
11	Jpmorgan Chase & Co	0000019617	142,881	2.14%	▲50,420	+54.53%	$20.59Mn
12	BROWN ADVISORY INC	0001345929	109,414	1.64%	▲5,548	+5.34%	$15.70Mn
13	TWO SIGMA INVESTMENTS, LP	0001179392	107,942	1.62%	▲21,389	+24.71%	$15.49Mn
14	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	97,582	1.46%	▲1,010	+1.05%	$14.00Mn
15	Morgan Stanley	0000895421	89,042	1.33%	▼7,014	-7.30%	$12.78Mn
16	Northern Trust Corp	0000073124	85,422	1.28%	▲7,374	+9.45%	$12.26Mn
17	GLENMEDE TRUST CO NA	0000314949	78,279	1.17%	▲22,238	+39.68%	$11.23Mn
18	ALGERT GLOBAL LLC	0001275218	77,962	1.17%	▲864	+1.12%	$11.19Mn
19	Nuveen, LLC	0001871926	75,847	1.14%	▲40,482	+114.47%	$10.88Mn

Showing 1 to 20 of 233 holders