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Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?

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Virtus Investment Partners Ownership Summary

Virtus Investment Partners is owned by 25.65% institutional investors, 6.30% insiders, and 68.05% 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 5.74% of its assets in Virtus Investment Partners shares.

VRTS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockVirtus Investment Partners25.65%6.30%68.05%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryAsset Management Stocks33.74%8.99%57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.06M14.84%$238.65M
Blackrock funding, inc. /de972.18K14.08%$184.74M
Vanguard group846.51K12.26%$160.86M
State street304.79K4.41%$57.92M
Charles schwab investment management297.18K4.30%$56.47M
Dimensional fund advisors lp290.24K4.20%$55.16M
Victory capital management229.36K3.32%$43.58M
American century companies155.88K2.26%$29.62M
Geode capital management154.89K2.24%$29.44M
Wcm investment management107.67K1.56%$20.61M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Awh capital24.74K4.91%$4.70M
Gator capital management61.17K2.95%$11.62M
Villanova investment management14.39K1.89%$2.74M
Kennondale capital management5.84K0.85%$1.11M
Huber capital management14.47K0.44%$2.75M
Vulcan value partners79.27K0.27%$15.06M
Meritage portfolio management19.51K0.25%$3.71M
Algert global63.47K0.20%$12.06M
Integrated quantitative investments3.54K0.19%$672.90K
Entrypoint capital1.97K0.14%$374.17K

Top Buyers

HolderShares% AssetsChange
Victory capital management229.36K0.03%119.80K
Glenmede trust co na59.47K0.07%59.47K
Norges bank43.08K0.00%43.08K
Two sigma investments, lp46.06K0.01%39.23K
American century companies155.88K0.02%29.92K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management---151.73K
Lombard odier asset management (switzerland) sa---40.00K
Blackrock1.06M0.01%-31.13K
Blackrock funding, inc. /de972.18K0.00%-27.39K
Vanguard group846.51K0.00%-23.78K

New Positions

HolderShares% AssetsChangeValue
Glenmede trust co na59.47K0.07%59.47K$13.43M
Norges bank43.08K0.00%43.08K$9.50M
Kingsview wealth management17.40K0.05%17.40K$3.31M
Nearwater capital markets11.40K0.03%11.40K$2.17M
Mount yale investment advisors6.89K0.09%6.89K$1.31M

Sold Out

HolderChange
Tfc financial management-1.00
Private trust co na-1.00
Sjs investment consulting-1.00
Mendota financial group-1.00
Ifp advisors-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202594-61.16%1,771,257-68.06%250.40%41-66.67%27-68.60%
Jun 30, 20252382.59%5,535,532-0.95%801.24%12115.24%85-3.41%
Mar 31, 2025230-2.54%5,577,864-0.67%801.28%104-9.57%8716.00%
Dec 31, 2024217-3.56%5,266,876-5.79%741.19%10710.31%69-17.86%
Sep 30, 20242250.90%5,590,661-2.70%791.22%97-11.01%8418.31%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF387.51K5.74%-
Vanguard US Total Market Shares ETF217.27K3.14%305.00
Vanguard Total Stock Mkt Idx Inv210.82K3.12%-8.84K
Schwab US Dividend Equity ETF™184.56K2.73%33.00
iShares Russell 2000 ETF163.33K2.42%-
Vanguard Small Cap Index159.75K2.37%-1.03K
Avantis US Small Cap Value ETF111.28K1.65%648.00
Vanguard Small Cap Value Index Inv102.85K1.52%483.00
Vanguard Institutional Extnd Mkt Idx Tr69.89K1.04%-31.22K
Fidelity Small Cap Index66.22K0.98%-1.65K

Recent Insider Transactions

DateNameRoleActivityValue
May 20, 2024Mandinach Barry M. EVP, Head of DistributionSell$1.85M
May 17, 2024Mandinach Barry M. EVP, Head of DistributionSell$18.02K
Mar 06, 2024ZARRILLI STEPHEN T-Sell$534.05K
Feb 05, 2024Angerthal Michael A EVP, CFO & TreasurerSell$22.38K
Feb 05, 2024Angerthal Michael A EVP, CFO & TreasurerSell$2.72K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--
2024 Q2-2

VRTS Ownership FAQ

Who Owns Virtus Investment Partners?

Virtus Investment Partners shareholders are primarily institutional investors at 25.65%, followed by 6.30% insiders and 68.05% retail investors. The average institutional ownership in Virtus Investment Partners's industry, Asset Management Stocks, is 33.74%, which Virtus Investment Partners falls below.

Who owns the most shares of Virtus Investment Partners?

Virtus Investment Partners’s largest shareholders are Blackrock (1.06M shares, 14.84%), Blackrock funding, inc. /de (972.18K shares, 14.08%), and Vanguard group (846.52K shares, 12.26%). Together, they hold 41.18% of Virtus Investment Partners’s total shares outstanding.

Does Blackrock own Virtus Investment Partners?

Yes, BlackRock owns 14.84% of Virtus Investment Partners, totaling 1.06M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 238.65M$. In the last quarter, BlackRock decreased its holdings by -31.131K shares, a -2.86% change.

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 4.91% of its assets in 24.74K Virtus Investment Partners shares, valued at 4.7M$.

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 5.74% of its total shares outstanding invested in 387.51K Virtus Investment Partners shares.

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