VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (VRTS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
VRTS on NYSE
Shares outstanding
6,921,886
Price per share
$163.15
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,681,985
Total reported value
$1,079,908,421
% of total 13F portfolios
0%
Share change
+132,758
Value change
+$26,561,031
Number of holders
225
Price from insider filings
$163.15
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (VRTS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $151,639,135 969,064 BlackRock, Inc. 30 Jun 2025

As of 30 Sep 2025, 225 institutional investors reported holding 5,681,985 shares of VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (VRTS). This represents 82% of the company’s total 6,921,886 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (VRTS) together control 66% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 972,179 -2.7% 0% $184,743,225
VANGUARD GROUP INC 12% 846,515 -2.7% 0% $160,863,246
STATE STREET CORP 4.4% 304,789 +8.1% 0% $57,919,054
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.3% 297,181 -2.4% 0.01% $56,473,305
DIMENSIONAL FUND ADVISORS LP 4.2% 290,243 -3.5% 0.01% $55,155,521
VICTORY CAPITAL MANAGEMENT INC 3.3% 229,357 +109% 0.03% $43,584,711
AMERICAN CENTURY COMPANIES INC 2.3% 155,881 +24% 0.02% $29,622,066
GEODE CAPITAL MANAGEMENT, LLC 2.2% 154,892 -0.06% 0% $29,437,156
AQR CAPITAL MANAGEMENT LLC 1.7% 114,767 +61% 0.01% $21,809,222
WCM INVESTMENT MANAGEMENT, LLC 1.6% 107,672 -14% 0.04% $20,605,191
ROYAL BANK OF CANADA 1.5% 107,146 -4.4% 0% $20,360,000
NORTHERN TRUST CORP 1.5% 106,017 -1.5% 0% $20,146,412
BROWN ADVISORY INC 1.4% 99,091 -2.8% 0.02% $18,830,113
JPMORGAN CHASE & CO 1.4% 97,583 -6.5% 0% $18,543,697
MORGAN STANLEY 1.4% 94,329 -12% 0% $17,925,557
Bank of New York Mellon Corp 1.3% 86,928 -3.9% 0% $16,519,018
Vulcan Value Partners, LLC 1.1% 79,267 -8.3% 0.27% $15,063,148
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.98% 67,712 -7.5% 0.04% $12,867,311
Glenmede Investment Management, LP 0.94% 65,323 -3.7% 0.06% $12,413,329
ALGERT GLOBAL LLC 0.92% 63,473 +25% 0.2% $12,062,000
Fisher Asset Management, LLC 0.91% 62,713 -0.12% 0% $11,917,351
Gator Capital Management, LLC 0.88% 61,174 +0.76% 3% $11,624,895
Nuveen, LLC 0.71% 49,384 -4.8% 0% $9,384,441
TWO SIGMA INVESTMENTS, LP 0.67% 46,059 +575% 0.01% $8,752,592
Man Group plc 0.57% 39,270 +7.4% 0.01% $7,462,478

Institutional Holders of VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (VRTS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,443 $2,214,091 +$967,079 $163.15 11
2025 Q3 5,681,985 $1,079,908,421 +$26,561,031 $190.03 225
2025 Q2 5,545,673 $1,007,081,353 -$12,020,324 $181.40 242
2025 Q1 5,589,432 $964,355,750 -$11,859,506 $172.36 232
2024 Q4 5,615,315 $1,238,662,827 +$2,986,033 $220.58 235
2024 Q3 5,594,194 $1,171,576,645 -$35,246,435 $209.45 226
2024 Q2 5,745,595 $1,297,072,886 +$4,977,669 $225.85 223
2024 Q1 5,701,180 $1,413,647,589 -$17,689,774 $247.98 211
2023 Q4 11,312 $2,734,789 -$35,297 $241.76 2
2023 Q3 5,791,754 $1,169,834,235 -$9,115,348 $201.99 173
2023 Q2 5,754,901 $1,136,567,161 -$41,013,556 $197.47 168
2023 Q1 5,958,406 $1,133,138,742 +$11,665,291 $190.39 170
2022 Q4 6,013,010 $1,152,353,642 +$25,484,141 $191.44 173
2022 Q3 5,883,662 $939,276,458 -$82,126,820 $159.52 159
2022 Q2 5,919,029 $1,013,819,795 -$43,971,115 $171.02 163
2022 Q1 6,246,789 $1,498,272,474 -$28,501,924 $240.00 178
2021 Q4 6,064,362 $1,800,877,368 -$16,528,026 $297.10 195
2021 Q3 6,096,407 $1,891,877,145 +$2,679,440 $310.32 196
2021 Q2 5,920,371 $1,644,669,167 -$419,594 $277.77 188
2021 Q1 6,244,414 $1,470,515,398 +$7,069,685 $235.50 172
2020 Q4 6,258,222 $1,358,065,919 -$24,767,731 $217.00 172
2020 Q3 6,250,528 $866,501,270 -$11,133,660 $138.65 136
2020 Q2 6,341,949 $737,599,273 +$8,205,611 $116.29 126
2020 Q1 6,282,355 $478,128,975 +$20,788,943 $76.11 127
2019 Q4 6,095,503 $741,979,612 -$9,451,624 $121.72 145
2019 Q3 6,185,962 $683,911,899 -$17,578,313 $110.57 136
2019 Q2 6,320,910 $678,840,222 -$12,506,631 $107.40 128
2019 Q1 6,609,673 $644,867,587 -$17,818,836 $97.55 121
2018 Q4 6,670,387 $529,834,058 -$5,915,130 $79.43 121
2018 Q3 6,585,548 $749,111,661 -$38,676,784 $113.75 126
2018 Q2 7,111,256 $911,138,319 +$37,610,964 $127.95 131
2018 Q1 6,960,097 $861,597,597 +$11,960,853 $123.80 121
2017 Q4 6,761,208 $777,993,295 -$10,840,652 $115.05 117
2017 Q3 6,870,270 $797,283,393 -$3,096,187 $116.05 124
2017 Q2 6,975,030 $773,906,176 +$8,474,925 $110.95 120
2017 Q1 6,910,203 $731,452,462 +$183,137,659 $105.90 127
2016 Q4 5,817,689 $686,742,967 -$181,008,041 $118.05 115
2016 Q3 7,519,432 $735,644,128 -$38,868,836 $97.86 111
2016 Q2 7,858,690 $560,013,540 +$122,224,172 $71.18 96
2016 Q1 5,921,205 $462,447,818 -$49,675,261 $78.11 103
2015 Q4 6,242,337 $733,174,359 -$29,371,811 $117.46 111
2015 Q3 6,757,099 $679,084,313 +$8,828,095 $100.50 109
2015 Q2 6,499,268 $859,530,592 +$23,489,755 $132.25 120
2015 Q1 6,360,176 $832,114,322 -$34,326,533 $130.77 121
2014 Q4 6,531,270 $1,112,593,857 -$23,820,084 $170.49 151
2014 Q3 6,665,253 $1,156,999,900 -$8,942,093 $173.70 150
2014 Q2 6,667,440 $1,411,824,760 +$1,188,755 $211.75 145
2014 Q1 6,669,322 $1,154,763,088 +$72,858,066 $173.17 151