Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?
Virtus Investment Partners Ownership Summary
Virtus Investment Partners is owned by 80.17% institutional investors, 6.30% insiders, and 13.53% retail investors. Blackrock is the largest institutional shareholder, holding 14.84% of VRTS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.76% of its assets in Virtus Investment Partners shares.
VRTS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Virtus Investment Partners | 80.17% | 6.30% | 13.53% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Asset Management Stocks | 50.65% | 9.51% | 39.84% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.06M | 14.84% | $238.65M |
| Blackrock funding, inc. /de | 999.57K | 14.48% | $181.32M |
| Vanguard group | 902.74K | 12.77% | $199.13M |
| Dimensional fund advisors lp | 320.89K | 4.54% | $70.78M |
| State street | 309.56K | 4.35% | $69.91M |
| Charles schwab investment management | 276.88K | 3.92% | $61.07M |
| Jpmorgan chase | 158.03K | 2.23% | $34.86M |
| Geode capital management | 150.07K | 2.12% | $33.11M |
| American century companies | 125.96K | 1.82% | $22.85M |
| Wcm investment management | 125.08K | 1.81% | $22.91M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 24.74K | 5.23% | $4.49M |
| Gator capital management | 60.71K | 3.41% | $11.01M |
| Huber capital management | 15.47K | 0.48% | $2.81M |
| Entrypoint capital | 3.07K | 0.28% | $556.17K |
| Vulcan value partners | 86.44K | 0.28% | $15.68M |
| Meritage portfolio management | 16.40K | 0.23% | $3.70M |
| Numerai gp | 8.49K | 0.22% | $1.54M |
| City center advisors | 1.13K | 0.22% | $204.26K |
| Quest partners | 6.97K | 0.20% | $1.54M |
| Algert global | 50.78K | 0.19% | $9.21M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Glenmede investment management, lp | 67.80K | 0.06% | 67.80K |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K |
| Norges bank | 43.08K | 0.00% | 43.08K |
| Jump financial | 30.32K | 0.06% | 25.64K |
| Wcm investment management | 125.08K | 0.05% | 22.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -151.73K |
| Blackrock funding, inc. /de | 999.57K | 0.00% | -70.34K |
| Lombard odier asset management (switzerland) sa | - | - | -40.00K |
| Blackrock | 1.06M | 0.01% | -31.13K |
| Lombard odier asset management (europe) | - | - | -23.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Glenmede investment management, lp | 67.80K | 0.06% | 67.80K | $12.30M |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K | $13.43M |
| Norges bank | 43.08K | 0.00% | 43.08K | $9.50M |
| Denali advisors | 9.00K | 0.17% | 9.00K | $1.63M |
| Ieq capital | 6.38K | 0.01% | 6.38K | $1.16M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Tfc financial management | -1.00 |
| Sjs investment consulting | -1.00 |
| Ifp advisors | -2.00 |
| Financial gravity asset management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 238 | 2.59% | 5,535,532 | -0.95% | 80 | 1.24% | 121 | 15.24% | 85 | -3.41% |
| Mar 31, 2025 | 230 | -2.54% | 5,577,864 | -0.67% | 80 | 1.28% | 104 | -9.57% | 87 | 16.00% |
| Dec 31, 2024 | 217 | -3.56% | 5,266,876 | -5.79% | 74 | 1.19% | 107 | 10.31% | 69 | -17.86% |
| Sep 30, 2024 | 225 | 0.90% | 5,590,661 | -2.70% | 79 | 1.22% | 97 | -11.01% | 84 | 18.31% |
| Jun 30, 2024 | 220 | 3.29% | 5,744,270 | 0.78% | 80 | 1.28% | 107 | -1.83% | 71 | 7.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 388.90K | 5.76% | 62.00 |
| Vanguard US Total Market Shares ETF | 217.27K | 3.14% | 305.00 |
| Vanguard Total Stock Mkt Idx Inv | 210.82K | 3.12% | -8.84K |
| Schwab US Dividend Equity ETF™ | 185.12K | 2.68% | -27.00 |
| iShares Russell 2000 ETF | 159.82K | 2.37% | -3.04K |
| Vanguard Small Cap Index | 159.75K | 2.37% | -1.03K |
| Avantis US Small Cap Value ETF | 104.38K | 1.55% | 3.49K |
| Vanguard Small Cap Value Index Inv | 102.85K | 1.52% | 483.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 69.89K | 1.04% | -31.22K |
| Fidelity Small Cap Index | 67.86K | 0.98% | -39.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2024 | Mandinach Barry M. | EVP, Head of Distribution | Sell | $1.85M |
| May 17, 2024 | Mandinach Barry M. | EVP, Head of Distribution | Sell | $18.02K |
| Mar 06, 2024 | ZARRILLI STEPHEN T | - | Sell | $534.05K |
| Feb 05, 2024 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | $22.38K |
| Feb 05, 2024 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | $2.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
VRTS Ownership FAQ
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