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Virtus Investment Partners, Inc. (VRTS) Institutional Ownership & Insider Trading

232 institutions reported holding Virtus Investment Partners, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 19 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

VRTSVirtus Investment Partners, Inc.Follow VRTS — free
Asset Management · Financials
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Price chart with a free account
Market cap
790.2M
P/E TTM
6.8
Dividend yield
8.0%
52-week
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Next earnings
4 Feb, in 103 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

232 institutions held 90.7% of the shares. Across filers that reported both quarters, shares held changed +5.5%.

Increased+90New+25Decreased-56Closed-24

Largest moves, shares (millions)

AQR Capital Management+0.2MBlackRock+0.1MJPMorgan Chase+0.1MGator Capital Management-0.1MVanguard Portfolio…-0.0MGoldman Sachs Group-0.0M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-0.2Sep 24-0.2Dec 24-0.0Mar 25-0.1Jun 25+0.2Sep 25-0.1Dec 25+0.0Mar 26+0.3Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 262326+5.5%90255624
Mar 262336+0.7%70276432
Dec 252286-1.2%67208518
Sep 252256+2.9%73187133
Jun 252406-2.0%74338328
Mar 252326-0.1%67238330
Dec 242376-3.0%79196812
Sep 242266-4.0%65177918

Virtus Investment Partners, Inc. — questions

Who owns Virtus Investment Partners, Inc. stock?
232 institutions reported Virtus Investment Partners, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (15.9%), VANGUARD PORTFOLIO MANAGEMENT LLC (6.8%), STATE STREET CORP (6.8%).
Are Virtus Investment Partners, Inc. insiders buying or selling?
19 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Virtus Investment Partners, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.