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
$166.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,705,539
Total reported value
$931,017,468
% of total 13F portfolios
0%
Share change
+28,681
Value change
+$1,047,420
Number of holders
228
Price from insider filings
$166.25
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% $175,788,016 969,064 BlackRock, Inc. 30 Jun 2025

As of 31 Dec 2025, 228 institutional investors reported holding 5,705,539 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% 981,656 +0.97% 0% $160,157,215
VANGUARD GROUP INC 12% 837,779 -1% 0% $136,683,644
STATE STREET CORP 4.4% 306,375 +0.52% 0% $49,985,081
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4.3% 300,098 +0.98% 0.01% $48,960,989
DIMENSIONAL FUND ADVISORS LP 4.3% 297,128 +2.4% 0.01% $48,476,877
VICTORY CAPITAL MANAGEMENT INC 3.5% 245,344 +7% 0.02% $40,027,873
AMERICAN CENTURY COMPANIES INC 2.5% 172,501 +11% 0.01% $28,143,538
GEODE CAPITAL MANAGEMENT, LLC 2.2% 151,747 -2% 0% $24,759,960
AQR CAPITAL MANAGEMENT LLC 1.8% 122,725 +6.9% 0.01% $20,022,649
NORTHERN TRUST CORP 1.4% 95,888 -9.6% 0% $15,644,128
JPMORGAN CHASE & CO 1.3% 92,206 -5.5% 0% $15,043,408
BROWN ADVISORY INC 1.3% 90,474 -8.7% 0.02% $14,760,965
ROYAL BANK OF CANADA 1.3% 88,224 -18% 0% $14,394,000
WCM INVESTMENT MANAGEMENT, LLC 1.3% 87,812 -18% 0.03% $14,412,584
ALGERT GLOBAL LLC 1.2% 79,877 +26% 0.2% $13,032,000
GOLDMAN SACHS GROUP INC 1.1% 77,937 +101% 0% $12,715,425
Vulcan Value Partners, LLC 1.1% 77,326 -2.4% 0.23% $12,616,000
MORGAN STANLEY 1.1% 75,900 -20% 0% $12,383,365
Bank of New York Mellon Corp 1.1% 74,974 -14% 0% $12,231,931
TWO SIGMA INVESTMENTS, LP 0.98% 67,507 +47% 0.02% $11,013,767
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.97% 67,172 -0.8% 0.03% $10,959,112
GLENMEDE TRUST CO NA 0.87% 60,333 0% 0.05% $9,843,328
Gator Capital Management, LLC 0.82% 56,591 -7.5% 1.9% $9,232,822
BANK OF AMERICA CORP /DE/ 0.56% 38,972 +26% 0% $6,358,232
FIRST TRUST ADVISORS LP 0.55% 38,330 +4.9% 0% $6,253,539

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 5,705,539 $931,017,468 +$1,047,420 $163.15 228
2025 Q3 5,682,225 $1,079,954,422 +$27,310,395 $190.03 226
2025 Q2 5,545,673 $1,007,081,353 -$12,020,325 $181.40 242
2025 Q1 5,589,432 $964,355,411 -$11,859,485 $172.36 232
2024 Q4 5,615,299 $1,238,660,038 -$7,298,689 $220.58 235
2024 Q3 5,640,804 $1,181,339,545 -$24,378,106 $209.45 227
2024 Q2 5,749,059 $1,297,855,690 -$5,442,335 $225.85 223
2024 Q1 5,747,462 $1,425,124,634 -$1,552,387 $247.98 212
2023 Q4 5,758,709 $1,392,823,923 -$19,755,451 $241.76 188
2023 Q3 5,853,955 $1,182,398,265 -$10,878,322 $201.99 174
2023 Q2 5,921,264 $1,169,418,956 -$29,699,605 $197.47 170
2023 Q1 6,065,256 $1,153,482,109 +$11,012,651 $190.39 171
2022 Q4 6,020,307 $1,153,750,365 +$24,411,236 $191.44 175
2022 Q3 5,934,162 $947,430,949 -$83,190,535 $159.52 163
2022 Q2 5,986,442 $1,025,695,449 -$43,859,091 $171.02 165
2022 Q1 6,248,670 $1,498,737,474 -$26,392,117 $240.00 180
2021 Q4 6,352,967 $1,886,621,947 -$20,316,758 $297.10 197
2021 Q3 6,397,155 $1,985,203,145 +$7,620,555 $310.32 196
2021 Q2 6,369,526 $1,769,432,389 +$25,112,623 $277.77 189
2021 Q1 6,288,470 $1,480,912,238 +$7,887,080 $235.50 173
2020 Q4 6,279,694 $1,360,416,919 -$23,658,677 $217.00 175
2020 Q3 6,386,801 $885,384,270 -$10,178,195 $138.65 139
2020 Q2 6,471,368 $752,647,273 +$18,047,599 $116.29 131
2020 Q1 6,424,823 $488,971,975 +$21,104,982 $76.11 132
2019 Q4 6,098,513 $742,345,612 -$10,612,847 $121.72 149
2019 Q3 6,191,904 $684,568,899 -$17,511,436 $110.57 140
2019 Q2 6,353,851 $682,376,222 -$18,838,211 $107.40 131
2019 Q1 6,618,919 $645,768,587 -$18,488,348 $97.55 124
2018 Q4 6,807,004 $540,685,058 -$7,206,504 $79.43 123
2018 Q3 6,738,853 $766,548,661 -$43,476,852 $113.75 130
2018 Q2 7,112,805 $911,336,319 +$20,453,657 $127.95 134
2018 Q1 6,960,643 $861,664,597 +$10,898,097 $123.80 125
2017 Q4 6,880,838 $791,757,295 -$11,030,275 $115.05 122
2017 Q3 6,965,632 $808,350,393 -$3,117,372 $116.05 128
2017 Q2 6,992,202 $775,811,176 +$8,857,537 $110.95 122
2017 Q1 6,917,250 $732,199,462 +$183,254,782 $105.90 129
2016 Q4 5,923,047 $699,179,967 -$181,587,124 $118.05 119
2016 Q3 7,519,446 $735,645,128 -$59,087,382 $97.86 112
2016 Q2 8,013,645 $571,042,540 +$123,721,517 $71.18 99
2016 Q1 6,003,342 $468,864,818 -$50,805,702 $78.11 108
2015 Q4 6,489,121 $762,162,359 -$30,127,144 $117.46 116
2015 Q3 6,766,241 $680,015,313 +$9,812,972 $100.50 113
2015 Q2 6,582,125 $870,488,592 +$23,566,127 $132.25 123
2015 Q1 6,405,033 $837,979,322 -$33,428,181 $130.77 124
2014 Q4 6,531,270 $1,112,593,857 -$23,817,603 $170.49 150
2014 Q3 6,674,943 $1,158,682,900 -$7,259,064 $173.70 152
2014 Q2 6,667,440 $1,411,824,760 +$1,188,764 $211.75 145
2014 Q1 6,669,322 $1,154,763,088 +$72,857,212 $173.17 151