Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?
Virtus Investment Partners Ownership Summary
Virtus Investment Partners is owned by 14.65% institutional investors, 6.25% insiders, and 79.10% 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 5.72% of its assets in Virtus Investment Partners shares.
VRTS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Virtus Investment Partners | 14.65% | 6.25% | 79.10% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.06M | 14.84% | $238.65M |
| Blackrock funding, inc. /de | 981.66K | 14.54% | $160.16M |
| Vanguard group | 837.78K | 12.40% | $136.68M |
| State street | 304.79K | 4.41% | $57.92M |
| Dimensional fund advisors lp | 297.13K | 4.35% | $48.48M |
| Charles schwab investment management | 297.18K | 4.30% | $56.47M |
| Victory capital management | 229.36K | 3.32% | $43.58M |
| American century companies | 155.88K | 2.26% | $29.62M |
| Geode capital management | 151.75K | 2.25% | $24.76M |
| Royal bank of canada | 107.15K | 1.55% | $20.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 24.74K | 4.91% | $4.70M |
| Gator capital management | 61.17K | 2.95% | $11.62M |
| Villanova investment management | 14.39K | 1.89% | $2.74M |
| Kennondale capital management | 5.84K | 0.85% | $1.11M |
| Huber capital management | 10.51K | 0.25% | $1.71M |
| Vulcan value partners | 77.33K | 0.23% | $12.62M |
| Algert global | 63.47K | 0.20% | $12.06M |
| Meritage portfolio management | 18.51K | 0.20% | $3.02M |
| Numerai gp | 4.81K | 0.13% | $914.80K |
| Entrypoint capital | 1.97K | 0.13% | $321.24K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 229.36K | 0.03% | 119.80K |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K |
| Norges bank | 43.08K | 0.00% | 43.08K |
| Two sigma investments, lp | 46.06K | 0.01% | 39.23K |
| Goldman sachs group | 77.94K | 0.00% | 39.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -151.73K |
| Fisher asset management | - | - | -62.71K |
| 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 trust co na | 59.47K | 0.07% | 59.47K | $13.43M |
| Norges bank | 43.08K | 0.00% | 43.08K | $9.50M |
| Nearwater capital markets | 11.40K | 0.03% | 11.40K | $2.17M |
| Vestmark advisory solutions | 6.38K | 0.01% | 6.38K | $1.04M |
| Royce & associates lp | 2.87K | 0.00% | 2.87K | $468.24K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Mendota financial group | -1.00 |
| Private trust co na | -1.00 |
| Larson financial group | -2.00 |
| Retirement wealth solutions | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 64 | -71.93% | 989,961 | -82.58% | 14 | 0.22% | 21 | -80.73% | 25 | -67.11% |
| Sep 30, 2025 | 94 | -61.16% | 1,771,257 | -68.06% | 25 | 0.40% | 41 | -66.67% | 27 | -68.60% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 386.63K | 5.72% | -67.01K |
| Vanguard US Total Market Shares ETF | 217.27K | 3.14% | 305.00 |
| Vanguard Total Stock Mkt Idx Inv | 206.79K | 3.06% | 1.18K |
| Schwab US Dividend Equity ETF™ | 194.48K | 2.88% | 357.00 |
| iShares Russell 2000 ETF | 159.61K | 2.36% | 7.89K |
| Avantis US Small Cap Value ETF | 146.20K | 2.16% | 330.00 |
| Vanguard Small Cap Index | 145.62K | 2.16% | 696.00 |
| Vanguard Small Cap Value Index Inv | 93.32K | 1.38% | -764.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 68.28K | 1.01% | 310.00 |
| Fidelity Small Cap Index | 66.79K | 0.99% | 426.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 11, 2026 | Fleming Susan S. | - | Sell | $306.13K |
| Feb 11, 2026 | Fleming Susan S. | - | Sell | $24.41K |
| Feb 11, 2026 | Fleming Susan S. | - | Sell | $142.22K |
| Dec 11, 2025 | Fleming Susan S. | - | Sell | $306.48K |
| Dec 11, 2025 | Fleming Susan S. | - | Sell | $191.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
VRTS Ownership FAQ
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