Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?

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Virtus Investment Partners Ownership Summary

Virtus Investment Partners is owned by 93.46% institutional investors, 6.42% insiders, and 0.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.79% of VRTS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.72% of its assets in Virtus Investment Partners shares.

VRTS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Virtus Investment Partners	93.46%	6.42%	0.12%
Industry	Asset Management Stocks	47.59%	11.88%	40.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.06M	15.79%	$151.62M
State street	448.31K	6.70%	$64.33M
Victory capital management	352.93K	5.28%	$50.65M
Dimensional fund advisors lp	315.71K	4.72%	$45.31M
Aqr capital management	286.63K	4.28%	$41.13M
Vanguard capital management	279.85K	4.18%	$40.16M
Sixth street partners management company	279.35K	4.18%	$40.09M
Charles schwab investment management	279.35K	4.18%	$40.09M
American century companies	195.36K	2.92%	$28.03M
Geode capital management	165.43K	2.47%	$23.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Awh capital	24.74K	2.49%	$3.55M
Villanova investment management	11.28K	1.54%	$1.62M
Kennondale capital management	9.77K	0.93%	$1.40M
Clayton partners	7.00K	0.66%	$1.00M
Huber capital management	15.47K	0.33%	$2.22M
Zimmer partners, lp	50.71K	0.17%	$7.28M
Algert global	77.96K	0.13%	$11.19M
Entrypoint capital	2.85K	0.10%	$409.41K
Inceptionr	2.50K	0.09%	$359.04K
Bridgeway capital management	23.63K	0.06%	$3.39M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	279.35K	0.01%	279.35K
Aqr capital management	286.63K	0.01%	154.35K
Blackrock funding, inc. /de	1.06M	0.00%	57.25K
Jpmorgan chase	142.88K	0.00%	50.42K
Bessemer group	42.92K	0.01%	42.82K

Top Sellers

Holder	Shares	% Assets	Change
Gator capital management	-	-	-59.21K
Goldman sachs group	36.33K	0.00%	-33.92K
Zimmer partners, lp	50.71K	0.17%	-33.41K
Squarepoint ops	4.69K	0.00%	-27.98K
Man group	-	-	-21.46K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	279.35K	0.01%	279.35K	$40.09M
Lido advisors	4.41K	0.00%	4.41K	$633.12K
Allstate	4.30K	0.01%	4.30K	$617.62K
Entropy technologies, lp	3.72K	0.02%	3.72K	$534.39K
Inceptionr	2.50K	0.09%	2.50K	$359.04K

Sold Out

Holder	Change
Rossby financial, lcc	-1.00
Spire wealth management	-6.00
Resources management corp /ct/ /adv	-7.00
Annis gardner whiting capital advisors	-7.00
Wealth preservation advisors	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	231	-2.12%	6,252,293	9.77%	93	1.31%	122	5.17%	58	-17.14%
Mar 31, 2026	236	0.43%	5,695,642	-0.22%	84	1.21%	116	12.62%	70	-23.91%
Dec 31, 2025	235	2.17%	5,708,460	0.46%	83	1.18%	103	-6.36%	92	21.05%
Sep 30, 2025	230	-5.74%	5,682,581	2.47%	84	1.30%	110	-11.29%	76	-11.63%
Jun 30, 2025	244	3.83%	5,545,783	-1.43%	80	1.23%	124	18.10%	86	-4.44%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	382.53K	5.72%	256.00
Vanguard MStar Total Stk Mkt Idx Invest	200.84K	3.01%	-
Vanguard Morn Total Stk Mkt Idx Investor	200.84K	3.01%	-6.30K
iShares Russell 2000 ETF	172.76K	2.59%	-3.07K
Schwab US Dividend Equity ETF™	165.81K	2.48%	320.00
Avantis US Small Cap Value ETF	160.57K	2.40%	-
Vanguard Small Cap Index	144.94K	2.17%	-1.29K
Stt Strt SPDR S&P Glbl DivAristETF	115.61K	1.73%	8.38K
Vanguard MStar Small Cap Value Index	92.82K	1.39%	139.00
Vanguard Morn Small Cap Value Index	92.68K	1.39%	-2.45K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 15, 2026	MORRIS W HOWARD	-	Sell	$60.28K
Aug 03, 2026	Angerthal Michael A	EVP, CFO & Treasurer	Sell	$764.86K
Aug 03, 2026	Angerthal Michael A	EVP, CFO & Treasurer	Sell	$145.22K
Aug 03, 2026	Angerthal Michael A	EVP, CFO & Treasurer	Sell	$283.23K
Aug 03, 2026	Angerthal Michael A	EVP, CFO & Treasurer	Sell	$459.29K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	8
2026 Q2	-	2
2026 Q1	3	3
2025 Q4	-	2
2025 Q2	-	-

VRTS Ownership FAQ

Who Owns Virtus Investment Partners?

Virtus Investment Partners shareholders are primarily institutional investors at 93.46%, followed by 6.42% insiders and 0.12% retail investors. The average institutional ownership in Virtus Investment Partners's industry, Asset Management Stocks, is 47.59%, which Virtus Investment Partners exceeds.

Who owns the most shares of Virtus Investment Partners?

Virtus Investment Partners’s largest shareholders are Blackrock funding, inc. /de (1.06M shares, 15.79%), State street (448.31K shares, 6.70%), and Victory capital management (352.93K shares, 5.28%). Together, they hold 27.77% of Virtus Investment Partners’s total shares outstanding.

Does Blackrock own Virtus Investment Partners?

BlackRock is not among the top 10 institutional shareholders of Virtus Investment Partners.

Who is Virtus Investment Partners’s biggest shareholder by percentage of total assets invested?

Awh capital is Virtus Investment Partners’s biggest shareholder by percentage of total assets invested, with 2.49% of its assets in 24.74K Virtus Investment Partners shares, valued at 3.55M$.

Who is the top mutual fund holder of Virtus Investment Partners shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Virtus Investment Partners shares, with 5.72% of its total shares outstanding invested in 382.53K Virtus Investment Partners shares.

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