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
+$26,561,032
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% $175,788,016 969,064 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 17,174 $2,822,804 +$1,038,540 $163.15 13
2025 Q3 5,681,985 $1,079,908,421 +$26,561,032 $190.03 225
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