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

CUSIP: 92828Q109

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 6 signals
Share change
-55,919
SEC-reported price per share
$201.99
Number of holders
174
Value change
-$10,878,322
Number of buys
77
Number of sells
72
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
6,679,125

Security key

92828Q109

Report period

Q3 2023

Institutions

174

Top holders

10

Ownership snapshot

Top reported holders of VRTS - VIRTUS INVESTMENT PARTNERS, INC. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F Lead comparable stake: 17% Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. leads the comparable SEC ownership view at 17%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock Finance, Inc. 17%
VANGUARD GROUP INC 14%
T. Rowe Price Investment Manageme... 6.6%
DIMENSIONAL FUND ADVISORS LP 4.6%
FMR LLC 4.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
17%
$218,396,290
1,105,972 shares
30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
14%
$180,329,209
913,198 shares
30 Jun 2023
T. Rowe Price Investment Management, Inc.
13F
Company
13F
6.6%
$86,964,000
440,389 shares
30 Jun 2023
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
4.6%
$60,676,213
307,258 shares
30 Jun 2023
FMR LLC
13F
Company
13F
4.3%
$57,277,192
290,055 shares
30 Jun 2023
STATE STREET CORP
13F
Company
13F
4.3%
$56,189,694
284,548 shares
30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
174
Shares
5,853,955
Rows available
174
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q1 2026 Across Filers

Q1 2026 holders
234
Q3 2023 holders
174
Holder diff
-60
Investor Q1 2026 Shares Q3 2023 Shares Share Diff Share Chg % Q1 2026 value Q3 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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