Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?
Virtus Investment Partners Ownership Summary
Virtus Investment Partners is owned by 21.22% institutional investors, 6.50% insiders, and 72.27% 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 5.80% of its assets in Virtus Investment Partners shares.
VRTS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Virtus Investment Partners | 21.22% | 6.50% | 72.27% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.06M | 14.84% | $238.65M |
| Blackrock funding, inc. /de | 999.37K | 14.80% | $134.27M |
| Vanguard group | 837.78K | 12.40% | $136.68M |
| State street | 438.73K | 6.50% | $58.94M |
| Victory capital management | 318.01K | 4.71% | $42.72M |
| Dimensional fund advisors lp | 305.12K | 4.52% | $40.99M |
| Charles schwab investment management | 258.81K | 3.83% | $34.77M |
| American century companies | 188.81K | 2.80% | $25.37M |
| Geode capital management | 159.22K | 2.36% | $21.40M |
| Aqr capital management | 132.27K | 1.96% | $17.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 24.74K | 3.02% | $3.32M |
| Gator capital management | 59.21K | 1.63% | $7.95M |
| Villanova investment management | 10.53K | 1.45% | $1.42M |
| Clayton partners | 10.00K | 0.98% | $1.34M |
| Kennondale capital management | 9.77K | 0.95% | $1.31M |
| Zimmer partners, lp | 84.12K | 0.27% | $11.30M |
| Huber capital management | 12.57K | 0.26% | $1.69M |
| Meritage portfolio management | 18.51K | 0.20% | $3.02M |
| Algert global | 77.10K | 0.16% | $10.36M |
| Quest partners | 12.64K | 0.12% | $2.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 438.73K | 0.00% | 132.36K |
| Victory capital management | 318.01K | 0.03% | 72.67K |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K |
| Zimmer partners, lp | 84.12K | 0.27% | 59.12K |
| Norges bank | 43.08K | 0.00% | 43.08K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -151.73K |
| Wcm investment management | - | - | -87.81K |
| Royal bank of canada | 2.29K | 0.00% | -85.93K |
| Vulcan value partners | - | - | -77.33K |
| Fisher asset management | - | - | -62.71K |
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 |
| Citadel advisors | 41.96K | 0.00% | 41.96K | $5.64M |
| Vanguard fiduciary trust | 40.78K | 0.00% | 40.78K | $5.48M |
| Bridgeway capital management | 23.63K | 0.06% | 23.63K | $3.17M |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Private trust co na | -1.00 |
| Mendota financial group | -1.00 |
| National bank of canada /fi/ | -3.00 |
| Financial gravity asset management | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 114 | -50.86% | 1,449,185 | -74.61% | 21 | 0.30% | 50 | -50.98% | 30 | -67.03% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 387.56K | 5.80% | 99.00 |
| Vanguard US Total Market Shares ETF | 217.27K | 3.14% | 305.00 |
| Vanguard Total Stock Mkt Idx Inv | 207.14K | 3.10% | - |
| iShares Russell 2000 ETF | 157.15K | 2.35% | 1.32K |
| Avantis US Small Cap Value ETF | 156.81K | 2.35% | - |
| Vanguard Small Cap Index | 147.94K | 2.21% | -549.00 |
| Schwab US Dividend Equity ETF™ | 146.05K | 2.19% | 98.00 |
| Stt Strt SPDR S&P Glbl DivAristETF | 102.72K | 1.54% | 5.17K |
| Vanguard Small Cap Value Index Inv | 95.20K | 1.42% | 900.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 72.02K | 1.08% | 360.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 12, 2026 | MORRIS W HOWARD | - | Buy | $19.38K |
| Mar 12, 2026 | MORRIS W HOWARD | - | Buy | $258.70K |
| Mar 12, 2026 | MORRIS W HOWARD | - | Buy | $246.28K |
| Feb 11, 2026 | Fleming Susan S. | - | Sell | $142.22K |
| Feb 11, 2026 | Fleming Susan S. | - | Sell | $24.41K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 3 | 3 |
| 2025 Q4 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
VRTS Ownership FAQ
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