VRTS Institutional Ownership & Shareholders
VIRTUS INVESTMENT PARTNERS (VRTS) is currently held by 222 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $851.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of VRTS tracked by InsiderSet, reporting ownership valued at approximately $151.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $128.30M, representing an estimated loss of -15.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed VRTS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in VIRTUS INVESTMENT PARTNERS (VRTS).
This page ranks the largest institutional VRTS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
222
Total Reported Value
$851.70M
Largest Holder
Blackrock, Inc.
Largest Position
$151.62M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,056,614 | $151,624,154 | $128,304,638 | -$23,319,516 | -15.38% | |
| Vanguard Portfolio Management Llc | 0.00% | 450,124 | $64,592,794 | $54,658,557 | -$9,934,237 | -15.38% | |
| State Street Corp | 0.00% | 448,314 | $64,333,059 | $54,438,769 | -$9,894,290 | -15.38% | |
| Victory Capital Management Inc | 0.03% | 352,930 | $50,645,455 | $42,856,290 | -$7,789,165 | -15.38% | |
| Dimensional Fund Advisors Lp | 0.01% | 315,715 | $45,305,761 | $38,337,272 | -$6,968,489 | -15.38% | |
| Aqr Capital Management Llc | 0.01% | 286,625 | $41,130,644 | $34,804,874 | -$6,325,770 | -15.38% | |
| Vanguard Capital Management Llc | 0.00% | 279,848 | $40,158,188 | $33,981,943 | -$6,176,245 | -15.38% | |
| Charles Schwab Investment Management Inc | 0.01% | 279,346 | $40,086,151 | $33,920,985 | -$6,165,166 | -15.38% | |
| American Century Companies Inc | 0.01% | 195,363 | $28,034,590 | $23,722,929 | -$4,311,661 | -15.38% | |
| Geode Capital Management, Llc | 0.00% | 165,425 | $23,742,530 | $20,087,558 | -$3,654,972 | -15.39% | |
| Jpmorgan Chase & Co | 0.00% | 142,881 | $20,586,295 | $17,350,040 | -$3,236,255 | -15.72% | |
| Brown Advisory Inc | 0.02% | 109,414 | $15,700,814 | $13,286,142 | -$2,414,672 | -15.38% | |
| Two Sigma Investments, Lp | 0.01% | 107,942 | $15,489,677 | $13,107,397 | -$2,382,280 | -15.38% | |
| Hotchkis & Wiley Capital Management Llc | 0.04% | 97,582 | $14,003,017 | $11,849,382 | -$2,153,635 | -15.38% | |
| Morgan Stanley | 0.00% | 89,042 | $12,777,722 | $10,812,370 | -$1,965,352 | -15.38% | |
| Northern Trust Corp | 0.00% | 85,422 | $12,258,058 | $10,372,793 | -$1,885,265 | -15.38% | |
| Glenmede Trust Co Na | 0.05% | 78,279 | $11,233,036 | $9,505,419 | -$1,727,617 | -15.38% | |
| Algert Global Llc | 0.13% | 77,962 | $11,187,547 | $9,466,926 | -$1,720,621 | -15.38% | |
| Nuveen, Llc | 0.00% | 75,847 | $10,883,905 | $9,210,101 | -$1,673,804 | -15.38% | |
| Bank Of New York Mellon Corp | 0.00% | 70,552 | $10,124,266 | $8,567,129 | -$1,557,137 | -15.38% | |
| Zimmer Partners, Lp | 0.17% | 50,708 | $7,276,598 | $6,157,472 | -$1,119,126 | -15.38% | |
| First Trust Advisors Lp | 0.00% | 47,751 | $6,852,268 | $5,798,404 | -$1,053,864 | -15.38% | |
| Millennium Management Llc | 0.00% | 46,179 | $6,626,686 | $5,607,516 | -$1,019,170 | -15.38% | |
| Bessemer Group Inc | 0.01% | 42,919 | $6,159,000 | $5,211,654 | -$947,346 | -15.38% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,736 | $5,989,116 | $5,068,002 | -$921,114 | -15.38% | |
| Prudential Financial Inc | 0.01% | 40,071 | $5,750,189 | $4,865,822 | -$884,367 | -15.38% | |
| Fmr Llc | 0.00% | 38,268 | $5,491,491 | $4,646,883 | -$844,608 | -15.38% | |
| Goldman Sachs Group Inc | 0.00% | 36,331 | $5,213,508 | $4,411,673 | -$801,835 | -15.38% | |
| Creative Planning | 0.00% | 36,797 | $4,868,919 | $4,468,260 | -$400,659 | -8.23% | |
| Bank Of America Corp | 0.00% | 33,917 | $4,867,091 | $4,118,541 | -$748,550 | -15.38% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 28,429 | $4,079,562 | $3,452,133 | -$627,429 | -15.38% |
| Principal Financial Group Inc | 0.00% | 29,445 | $3,896,162 | $3,575,506 | -$320,656 | -8.23% | |
| Invesco Ltd. | 0.00% | 26,782 | $3,843,218 | $3,252,138 | -$591,080 | -15.38% | |
| Awh Capital, L.P. | 2.44% | 24,742 | $3,550,477 | $3,004,421 | -$546,056 | -15.38% | |
| Citadel Advisors Llc | 0.00% | 24,024 | $3,447,444 | $2,917,234 | -$530,210 | -15.38% | |
| Bridgeway Capital Management, Llc | 0.06% | 23,626 | $3,390,331 | $2,868,905 | -$521,426 | -15.38% | |
| Ieq Capital, Llc | 0.02% | 22,680 | $3,254,620 | $2,754,032 | -$500,588 | -15.38% | |
| Public Sector Pension Investment Board | 0.01% | 21,627 | $3,103,474 | $2,626,167 | -$477,307 | -15.38% | |
| Ameriprise Financial Inc | 0.00% | 20,410 | $2,928,835 | $2,478,386 | -$450,449 | -15.38% | |
| Rhumbline Advisers | 0.00% | 18,969 | $2,722,045 | $2,303,406 | -$418,639 | -15.38% | |
| Captrust Financial Advisors | 0.00% | 17,804 | $2,554,920 | $2,161,940 | -$392,980 | -15.38% | |
| Sei Investments Co | 0.00% | 17,415 | $2,499,035 | $2,114,703 | -$384,332 | -15.38% | |
| Empowered Funds, Llc | 0.01% | 16,792 | $2,409,653 | $2,039,053 | -$370,600 | -15.38% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 16,571 | $2,377,939 | $2,012,217 | -$365,722 | -15.38% | |
| Xtx Topco Ltd | 0.03% | 15,591 | $2,237,309 | $1,893,215 | -$344,094 | -15.38% | |
| Huber Capital Management Llc | 0.33% | 15,468 | $2,219,659 | $1,878,279 | -$341,380 | -15.38% | |
| Mariner, Llc | 0.00% | 14,181 | $2,035,003 | $1,721,999 | -$313,004 | -15.38% | |
| Susquehanna Fundamental Investments, Llc | 0.04% | 14,095 | $2,022,633 | $1,711,556 | -$311,077 | -15.38% | |
| Ubs Group Ag | 0.00% | 14,029 | $2,013,162 | $1,703,541 | -$309,621 | -15.38% | |
| Legal & General Group Plc | 0.00% | 13,684 | $1,964,538 | $1,661,648 | -$302,890 | -15.42% |
Frequently asked questions about VRTS
Who are the largest institutional holders of VRTS?
The largest institutional holders of VRTS reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Victory Capital Management Inc, and Dimensional Fund Advisors Lp. InsiderSet ranks institutional holders by their latest reported VRTS position.
What is VRTS institutional ownership?
This page tracks VRTS positions reported by institutional investment managers through SEC Form 13F. VIRTUS INVESTMENT PARTNERS (VRTS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VRTS?
InsiderSet currently tracks 222 institutional managers reporting VRTS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VRTS shareholders.
How much VRTS stock do institutions own?
Institutional investment managers disclosed approximately $851.70M in VRTS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VRTS institutional ownership last updated?
The latest VRTS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VRTS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VRTS position after the reporting date.
Are institutions buying or selling VRTS?
Institutional buying and selling can be analyzed by comparing VRTS positions across consecutive 13F reporting periods. InsiderSet's VRTS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VRTS ownership changes.
How has VRTS institutional ownership changed over time?
InsiderSet tracks VRTS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.