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Virtus Investment Partners (VRTS) Institutional Ownership

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$131.52 -0.07 (-0.05%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$134.00 +2.47 (+1.88%)
As of 10/9/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
80.52%
Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$320.86M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$81.93M
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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
10/9/2026GAMMA Investing LLC409$54K0.0%+51.5%0.006%
9/9/2026Integrated Wealth Concepts LLC900$129K0.0%N/A0.014%
9/9/2026IFP Advisors Inc181$26K0.0%+158.6%0.003%
9/9/2026Squarepoint Ops LLC4,690$673K0.0%-85.6%0.071%
9/8/2026Allworth Financial LP648$93K0.0%+274.6%0.010%
8/27/2026Corient Private Wealth LP1,510$217K0.0%N/A0.023%
8/26/2026HighTower Advisors LLC2,295$329K0.0%-19.6%0.035%
8/20/2026BTG Pactual Asset Management US LLC2,599$373K0.0%+62.6%0.039%
8/20/2026Susquehanna Fundamental Investments LLC14,095$2.02M0.0%+257.0%0.213%
8/20/2026Susquehanna International Group LLP1,809$260K0.0%-30.3%0.027%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,706$1.25M0.0%-12.3%0.131%
8/19/2026Hsbc Holdings PLC3,934$572K0.0%+52.4%0.059%
8/18/2026Empowered Funds LLC16,792$2.41M0.0%N/A0.254%
8/18/2026AWH Capital L.P.24,742$3.55M0.0%N/A0.374%
8/18/2026Caitlin John LLC246$35K0.0%N/A0.004%
8/17/2026Bank of America Corp DE33,917$4.87M0.0%N/A0.512%
8/15/2026Jupiter Topco LLC3,054$439K0.0%N/A0.046%
8/14/2026Hsbc Holdings PLC3,934$572K0.0%N/A0.059%
8/14/2026Canada Pension Plan Investment Board2,900$416K0.0%N/A0.044%
8/14/2026Legal & General Group Plc13,684$1.97M0.0%N/A0.207%
8/14/2026The Manufacturers Life Insurance Company2,619$376K0.0%N/A0.040%
8/14/2026Algert Global LLC77,962$11.19M0.1%+1.1%1.177%
8/13/2026Connor Clark & Lunn Investment Management Ltd.16,571$2.38M0.0%N/A0.250%
8/12/2026Quantbot Technologies LP5,156$740K0.0%N/A0.077%
8/12/2026Ieq Capital LLC22,680$3.26M0.0%N/A0.339%
8/11/2026Allworth Financial LP648$93K0.0%N/A0.010%
8/7/2026BlackRock Inc.1,056,614$151.62M0.0%N/A15.813%
8/7/2026Deutsche Bank AG7,147$1.03M0.0%N/A0.107%
8/6/2026Bank of New York Mellon Corp70,719$10.15M0.0%N/A1.058%
7/7/2026GAMMA Investing LLC270$39K0.0%+86.2%0.004%
5/26/2026Glenmede Trust Co. NA56,041$7.53M0.0%-7.1%0.839%
5/19/2026Bank of America Corp DE26,124$3.51M0.0%-33.0%0.391%
5/18/2026Royal Bank of Canada2,292$308K0.0%-97.4%0.034%
5/18/2026Empowered Funds LLC15,319$2.06M0.0%N/A0.229%
5/16/2026The Manufacturers Life Insurance Company2,741$368K0.0%-2.9%0.041%
5/16/2026Quantinno Capital Management LP3,639$489K0.0%-2.8%0.054%
5/14/2026Renaissance Technologies LLC27,229$3.66M0.0%+73.1%0.407%
5/14/2026Arrowstreet Capital Limited Partnership28,971$3.89M0.0%-9.0%0.434%
5/14/2026Sei Investments Co.30,963$4.16M0.0%+135.4%0.463%
5/13/2026First Trust Advisors LP52,930$7.11M0.0%+38.1%0.792%
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5/8/2026PNC Financial Services Group Inc.371$50K0.0%-25.7%0.006%
5/7/2026Dimensional Fund Advisors LP305,115$40.99M0.0%+2.7%4.566%
5/6/2026Assetmark Inc.269$36K0.0%N/A0.004%
5/5/2026Bank of New York Mellon Corp69,754$9.37M0.0%-7.0%1.044%
5/5/2026Illinois Municipal Retirement Fund3,446$463K0.0%+2.3%0.052%
5/4/2026Principal Financial Group Inc.30,857$4.15M0.0%+2.0%0.462%
5/2/2026International Assets Investment Management LLC200$26K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp1,573$211K0.0%+2,566.1%0.024%
4/27/2026Y Intercept Hong Kong Ltd8,061$1.08M0.0%-45.3%0.121%
4/22/2026Sterling Capital Management LLC214$29K0.0%-43.1%0.003%
4/21/2026Louisiana State Employees Retirement System2,800$376K0.0%N/A0.042%
4/16/2026SG Americas Securities LLC1,657$223K0.0%-74.2%0.025%
3/20/2026Hsbc Holdings PLC2,595$421K0.0%N/A0.039%
3/17/2026Vulcan Value Partners LLC77,326$12.62M0.2%-2.4%1.155%
2/18/2026Alpine Woods Capital Investors LLC4,080$666K0.2%N/A0.060%
2/18/2026Mercer Global Advisors Inc. ADV2,077$339K0.0%+7.6%0.031%
2/18/2026Caitlin John LLC1,629$266K0.2%N/A0.024%
2/18/2026Vident Advisory LLC4,008$654K0.0%+18.3%0.059%
2/18/2026State of Tennessee Department of Treasury4,282$699K0.0%-29.6%0.063%
2/18/2026Zimmer Partners LP25,000$4.08M0.1%N/A0.370%
2/18/2026VARCOV Co.1,657$270K0.1%N/A0.025%
2/18/2026Susquehanna Portfolio Strategies LLC5,144$839K0.0%-11.3%0.076%
2/18/2026Tudor Investment Corp ET AL25,414$4.15M0.0%N/A0.376%
2/18/2026Susquehanna Fundamental Investments LLC3,948$644K0.0%N/A0.058%
2/18/2026Polymer Capital Management US LLC1,553$253K0.0%-14.2%0.023%
2/18/2026Quadrature Capital Ltd7,499$1.22M0.0%-12.2%0.111%
2/18/2026Numerai GP LLC4,678$763K0.1%-2.8%0.069%
2/18/2026Millennium Management LLC33,768$5.51M0.0%+11.2%0.500%
2/18/2026Man Group plc13,860$2.26M0.0%-64.7%0.205%
2/18/2026Janus Henderson Group PLC3,054$497K0.0%+36.6%0.045%
2/18/2026Engineers Gate Manager LP5,253$857K0.0%+56.0%0.078%
2/17/2026Schonfeld Strategic Advisors LLC1,796$293K0.0%-85.7%0.027%
2/17/2026AQR Capital Management LLC122,725$20.02M0.0%+6.9%1.817%
2/17/2026Jump Financial LLC1,594$260K0.0%-90.1%0.024%
2/17/2026Price T Rowe Associates Inc. MD37,060$6.05M0.0%+3.8%0.549%
2/17/2026California State Teachers Retirement System6,148$1.00M0.0%-5.7%0.091%
2/17/2026Russell Investments Group Ltd.11,986$1.96M0.0%-6.3%0.177%
2/17/2026ExodusPoint Capital Management LP23,390$3.82M0.0%+84.0%0.346%
2/17/2026Royal Bank of Canada88,224$14.39M0.0%-17.7%1.306%
2/17/2026Magnetar Financial LLC2,418$394K0.0%+52.9%0.036%
2/17/2026Aster Capital Management DIFC Ltd307$50K0.0%+269.9%0.005%
2/16/2026Squarepoint Ops LLC20,861$3.40M0.0%+967.1%0.309%
2/16/2026Verition Fund Management LLC7,624$1.24M0.0%+24.6%0.113%
2/16/2026Mariner LLC5,291$864K0.0%+20.8%0.078%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund14,921$2.43M0.0%N/A0.221%
2/16/2026Huber Capital Management LLC10,507$1.71M0.3%-27.4%0.156%
2/16/2026Barclays PLC11,253$1.84M0.0%+12.7%0.167%
2/16/2026Brown Advisory Inc.90,474$14.76M0.0%-8.7%1.340%
2/13/2026Marshall Wace LLP5,216$851K0.0%+94.0%0.077%
2/13/2026The Manufacturers Life Insurance Company 2,824$461K0.0%-7.2%0.042%
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2/13/2026Quinn Opportunity Partners LLC7,450$1.22M0.1%N/A0.110%
2/13/2026Walleye Capital LLC18,088$2.95M0.0%N/A0.268%
2/13/2026Public Sector Pension Investment Board21,962$3.58M0.0%-11.1%0.325%
2/13/2026First Trust Advisors LP38,330$6.25M0.0%+4.9%0.568%
2/13/2026Charles Schwab Investment Management Inc.300,098$48.96M0.0%+1.0%4.443%
2/13/2026State Street Corp306,375$49.99M0.0%+0.5%4.536%
2/13/2026Victory Capital Management Inc.245,344$40.03M0.0%+7.0%3.633%
2/13/2026Ieq Capital LLC17,959$2.93M0.0%+20.4%0.266%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,851$1.61M0.0%-8.3%0.146%
2/13/2026Wells Fargo & Company MN7,416$1.21M0.0%+41.0%0.110%


VRTS Institutional Ownership - Frequently Asked Questions

During the previous two years, 234 institutional investors and hedge funds held shares of Virtus Investment Partners. The most heavily invested institutionals were 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), Victory Capital Management Inc. ($40.03M), and American Century Companies Inc. ($29.62M).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 192 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: 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), Charles Schwab Investment Management Inc. ($63.93K), and Nuveen LLC ($55.92K).

Institutional investors have bought a total of 2,065,217 shares in the last 24 months. This purchase volume represents approximately $320.86M in transactions.

Of the 80 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), Squarepoint Ops LLC ($32.03K), Jump Financial LLC ($28.73K), Man Group plc ($25.41K), JPMorgan Chase & Co. ($18.87K), and WCM Investment Management LLC ($17.41K).

Institutional investors have sold a total of 499,709 shares in the last 24 months. This volume of shares sold represents approximately $81.93M 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 10/9/2026. New 13F filings are added each quarter as they're published.
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