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Virtus Investment Partners (VRTS) Institutional Ownership

Virtus Investment Partners logo
$168.12 +0.89 (+0.53%)
As of 08/28/2026 03:56 PM Eastern

Institutional Ownership Changes (13F Filings) for Virtus Investment Partners (NASDAQ:VRTS)

Current
Institutional Ownership
Percentage
80.52%
Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$473.32M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$78.19M
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VRTS Institutional Buying and Selling by Quarter

Virtus Investment Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP1,510$217K0.0%N/A0.023%
8/26/2026 HighTower Advisors LLC2,295$329K0.0%-19.6%0.035%
8/24/2026 California State Teachers Retirement System1,066,349$153.02M0.0%+17,381.1%16.101%
8/20/2026 BTG Pactual Asset Management US LLC2,599$373K0.0%+62.6%0.039%
8/20/2026 Susquehanna Fundamental Investments LLC14,095$2.02M0.0%+257.0%0.213%
8/20/2026 Susquehanna International Group LLP1,809$260K0.0%-30.3%0.027%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,706$1.25M0.0%-12.3%0.131%
8/19/2026 Hsbc Holdings PLC3,934$572K0.0%+52.4%0.059%
8/18/2026 Empowered Funds LLC16,792$2.41M0.0%N/A0.254%
8/18/2026 AWH Capital L.P.24,742$3.55M0.0%N/A0.374%
8/18/2026 Caitlin John LLC246$35K0.0%N/A0.004%
8/17/2026 Bank of America Corp DE33,917$4.87M0.0%N/A0.512%
8/15/2026 Jupiter Topco LLC3,054$439K0.0%N/A0.046%
8/14/2026 Hsbc Holdings PLC3,934$572K0.0%N/A0.059%
8/14/2026 Canada Pension Plan Investment Board2,900$416K0.0%N/A0.044%
8/14/2026 Legal & General Group Plc13,684$1.97M0.0%N/A0.207%
8/14/2026 The Manufacturers Life Insurance Company 2,619$376K0.0%N/A0.040%
8/14/2026 Algert Global LLC77,962$11.19M0.1%+1.1%1.177%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.16,571$2.38M0.0%N/A0.250%
8/12/2026 Quantbot Technologies LP5,156$740K0.0%N/A0.077%
8/12/2026 Ieq Capital LLC22,680$3.26M0.0%N/A0.339%
8/11/2026 Allworth Financial LP648$93K0.0%N/A0.010%
8/7/2026 BlackRock Inc.1,056,614$151.62M0.0%N/A15.813%
8/7/2026 Deutsche Bank AG7,147$1.03M0.0%N/A0.107%
8/6/2026 Bank of New York Mellon Corp70,719$10.15M0.0%N/A1.058%
7/7/2026 GAMMA Investing LLC270$39K0.0%+86.2%0.004%
5/26/2026 Glenmede Trust Co. NA56,041$7.53M0.0%-7.1%0.839%
5/19/2026 Bank of America Corp DE26,124$3.51M0.0%-33.0%0.391%
5/18/2026 Royal Bank of Canada2,292$308K0.0%-97.4%0.034%
5/18/2026 Empowered Funds LLC15,319$2.06M0.0%N/A0.229%
5/16/2026 The Manufacturers Life Insurance Company2,741$368K0.0%-2.9%0.041%
5/16/2026 Quantinno Capital Management LP3,639$489K0.0%-2.8%0.054%
5/14/2026 Renaissance Technologies LLC27,229$3.66M0.0%+73.1%0.407%
5/14/2026 Arrowstreet Capital Limited Partnership28,971$3.89M0.0%-9.0%0.434%
5/14/2026 Sei Investments Co.30,963$4.16M0.0%+135.4%0.463%
5/13/2026 First Trust Advisors LP52,930$7.11M0.0%+38.1%0.792%
5/8/2026 PNC Financial Services Group Inc.371$50K0.0%-25.7%0.006%
5/7/2026 Dimensional Fund Advisors LP305,115$40.99M0.0%+2.7%4.566%
5/6/2026 Assetmark Inc.269$36K0.0%N/A0.004%
5/5/2026 Bank of New York Mellon Corp69,754$9.37M0.0%-7.0%1.044%
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5/5/2026 Illinois Municipal Retirement Fund3,446$463K0.0%+2.3%0.052%
5/4/2026 Principal Financial Group Inc.30,857$4.15M0.0%+2.0%0.462%
5/2/2026 International Assets Investment Management LLC200$26K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp1,573$211K0.0%+2,566.1%0.024%
4/27/2026 Y Intercept Hong Kong Ltd8,061$1.08M0.0%-45.3%0.121%
4/22/2026 Sterling Capital Management LLC214$29K0.0%-43.1%0.003%
4/21/2026 Louisiana State Employees Retirement System2,800$376K0.0%N/A0.042%
4/16/2026 SG Americas Securities LLC1,657$223K0.0%-74.2%0.025%
3/20/2026 Hsbc Holdings PLC2,595$421K0.0%N/A0.039%
3/17/2026 Vulcan Value Partners LLC77,326$12.62M0.2%-2.4%1.155%
2/18/2026 Alpine Woods Capital Investors LLC4,080$666K0.2%N/A0.060%
2/18/2026 Mercer Global Advisors Inc. ADV2,077$339K0.0%+7.6%0.031%
2/18/2026 Caitlin John LLC1,629$266K0.2%N/A0.024%
2/18/2026 Vident Advisory LLC4,008$654K0.0%+18.3%0.059%
2/18/2026 State of Tennessee Department of Treasury4,282$699K0.0%-29.6%0.063%
2/18/2026 Zimmer Partners LP25,000$4.08M0.1%N/A0.370%
2/18/2026 VARCOV Co.1,657$270K0.1%N/A0.025%
2/18/2026 Susquehanna Portfolio Strategies LLC5,144$839K0.0%-11.3%0.076%
2/18/2026 Tudor Investment Corp ET AL25,414$4.15M0.0%N/A0.376%
2/18/2026 Susquehanna Fundamental Investments LLC3,948$644K0.0%N/A0.058%
2/18/2026 Polymer Capital Management US LLC1,553$253K0.0%-14.2%0.023%
2/18/2026 Quadrature Capital Ltd7,499$1.22M0.0%-12.2%0.111%
2/18/2026 Numerai GP LLC4,678$763K0.1%-2.8%0.069%
2/18/2026 Millennium Management LLC33,768$5.51M0.0%+11.2%0.500%
2/18/2026 Man Group plc13,860$2.26M0.0%-64.7%0.205%
2/18/2026Janus Henderson Group PLC3,054$497K0.0%+36.6%0.045%
2/18/2026 Engineers Gate Manager LP5,253$857K0.0%+56.0%0.078%
2/17/2026 Schonfeld Strategic Advisors LLC1,796$293K0.0%-85.7%0.027%
2/17/2026 AQR Capital Management LLC122,725$20.02M0.0%+6.9%1.817%
2/17/2026 Jump Financial LLC1,594$260K0.0%-90.1%0.024%
2/17/2026 Price T Rowe Associates Inc. MD37,060$6.05M0.0%+3.8%0.549%
2/17/2026 California State Teachers Retirement System6,148$1.00M0.0%-5.7%0.091%
2/17/2026 Russell Investments Group Ltd.11,986$1.96M0.0%-6.3%0.177%
2/17/2026 ExodusPoint Capital Management LP23,390$3.82M0.0%+84.0%0.346%
2/17/2026 Royal Bank of Canada88,224$14.39M0.0%-17.7%1.306%
2/17/2026 Magnetar Financial LLC2,418$394K0.0%+52.9%0.036%
2/17/2026 Aster Capital Management DIFC Ltd307$50K0.0%+269.9%0.005%
2/16/2026 Squarepoint Ops LLC20,861$3.40M0.0%+967.1%0.309%
2/16/2026 Verition Fund Management LLC7,624$1.24M0.0%+24.6%0.113%
2/16/2026 Mariner LLC5,291$864K0.0%+20.8%0.078%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund14,921$2.43M0.0%N/A0.221%
2/16/2026 Huber Capital Management LLC10,507$1.71M0.3%-27.4%0.156%
2/16/2026 Barclays PLC11,253$1.84M0.0%+12.7%0.167%
2/16/2026 Brown Advisory Inc.90,474$14.76M0.0%-8.7%1.340%
2/13/2026 Marshall Wace LLP5,216$851K0.0%+94.0%0.077%
2/13/2026 The Manufacturers Life Insurance Company 2,824$461K0.0%-7.2%0.042%
2/13/2026 Quinn Opportunity Partners LLC7,450$1.22M0.1%N/A0.110%
2/13/2026 Walleye Capital LLC18,088$2.95M0.0%N/A0.268%
2/13/2026 Public Sector Pension Investment Board21,962$3.58M0.0%-11.1%0.325%
2/13/2026 First Trust Advisors LP38,330$6.25M0.0%+4.9%0.568%
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2/13/2026 Charles Schwab Investment Management Inc.300,098$48.96M0.0%+1.0%4.443%
2/13/2026 State Street Corp306,375$49.99M0.0%+0.5%4.536%
2/13/2026 Victory Capital Management Inc.245,344$40.03M0.0%+7.0%3.633%
2/13/2026 Ieq Capital LLC17,959$2.93M0.0%+20.4%0.266%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,851$1.61M0.0%-8.3%0.146%
2/13/2026 Wells Fargo & Company MN7,416$1.21M0.0%+41.0%0.110%
2/13/2026 Gator Capital Management LLC56,591$9.23M1.9%-7.5%0.838%
2/12/2026 Advisors Asset Management Inc.588$96K0.0%+117.0%0.009%
2/12/2026 Jane Street Group LLC25,152$4.10M0.0%+87.4%0.372%
2/12/2026 HRT Financial LP4,937$805K0.0%-67.3%0.073%


VRTS Institutional Ownership - Frequently Asked Questions

During the previous two years, 233 institutional investors and hedge funds held shares of Virtus Investment Partners. The most heavily invested institutionals were California State Teachers Retirement System ($153.02M), BlackRock Inc. ($151.62M), Vanguard Group Inc. ($136.68M), State Street Corp ($49.99M), Charles Schwab Investment Management Inc. ($48.96M), Dimensional Fund Advisors LP ($40.99M), and Victory Capital Management Inc. ($40.03M).Learn more on Virtus Investment Partners' institutional investors.

80.52% of Virtus Investment Partners' stock is owned by institutional investors. Learn more on VRTS's institutional investor holdings.

Of the 191 institutional investors that purchased Virtus Investment Partners' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: California State Teachers Retirement System ($1.06M), BlackRock Inc. ($1.06M), Victory Capital Management Inc. ($137.76K), American Century Companies Inc. ($94.69K), Norges Bank ($82.65K), Bank of New York Mellon Corp ($74.97K), and Charles Schwab Investment Management Inc. ($63.93K).

Institutional investors have bought a total of 3,123,991 shares in the last 24 months. This purchase volume represents approximately $473.32M in transactions.

Of the 82 institutional investors that sold Virtus Investment Partners' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($104.85K), Vanguard Group Inc. ($32.52K), Jump Financial LLC ($28.73K), Man Group plc ($25.41K), JPMorgan Chase & Co. ($18.87K), WCM Investment Management LLC ($17.41K), and Bank of America Corp DE ($16.98K).

Institutional investors have sold a total of 473,285 shares in the last 24 months. This volume of shares sold represents approximately $78.19M in transactions.



Institutional ownership data for NASDAQ:VRTS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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