VIRTUS INVESTMENT PARTNERS (VRTS) Top Institutional Shareholders

VIRTUS INVESTMENT PARTNERS (VRTS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $729.76M in VRTS holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of VRTS tracked by InsiderSet, reporting ownership valued at approximately $134.27M in its March 31, 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 $142.77M, representing an estimated gain of +6.33% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 66% 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

231

Total Reported Value

$729.76M

Largest Holder

Blackrock, Inc.

Largest Position

$134.27M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

151

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%999,368$134,265,112$142,769,712+$8,504,600+6.33%
Vanguard Portfolio Management Llc0.00%484,890$65,144,972$69,271,385+$4,126,413+6.33%
State Street Corp0.00%438,734$58,943,913$62,677,539+$3,733,626+6.33%
Victory Capital Management Inc0.03%318,009$42,724,509$45,430,766+$2,706,257+6.33%
Dimensional Fund Advisors Lp0.01%305,115$40,990,316$43,588,729+$2,598,413+6.34%
Vanguard Capital Management Llc0.00%285,546$38,363,105$40,793,102+$2,429,997+6.33%
Charles Schwab Investment Management Inc0.01%258,815$34,771,795$36,974,311+$2,202,516+6.33%
American Century Companies Inc0.01%188,813$25,367,027$26,973,825+$1,606,798+6.33%
Geode Capital Management, Llc0.00%159,225$21,395,286$22,746,884+$1,351,598+6.32%
Aqr Capital Management Llc0.01%132,274$17,770,978$18,896,664+$1,125,686+6.33%
Brown Advisory Inc0.02%103,866$13,954,428$14,838,297+$883,869+6.33%
Hotchkis & Wiley Capital Management Llc0.04%96,572$12,974,448$13,796,276+$821,828+6.33%
Morgan Stanley0.00%96,056$12,905,346$13,722,560+$817,214+6.33%
Two Sigma Investments, Lp0.01%86,553$11,628,396$12,364,962+$736,566+6.33%
Zimmer Partners, Lp0.28%84,121$11,301,656$12,017,526+$715,870+6.33%
Northern Trust Corp0.00%78,048$10,485,749$11,149,937+$664,188+6.33%
Goldman Sachs Group Inc0.00%70,248$9,437,830$10,035,629+$597,799+6.33%
Bank Of New York Mellon Corp0.00%69,754$9,371,413$9,965,056+$593,643+6.33%
Gator Capital Management, Llc1.70%59,210$7,954,864$8,458,741+$503,877+6.33%
Millennium Management Llc0.01%58,988$7,925,038$8,427,026+$501,988+6.33%
First Trust Advisors Lp0.01%52,930$7,111,145$7,561,580+$450,435+6.33%
Prudential Financial Inc0.01%47,326$6,358,248$6,760,992+$402,744+6.33%
Citadel Advisors Llc0.00%41,958$5,637,058$5,994,120+$357,062+6.33%
Vanguard Fiduciary Trust Co0.00%40,776$5,478,256$5,825,259+$347,003+6.33%
Nuveen, Llc0.00%35,365$4,751,288$5,052,244+$300,956+6.33%
Squarepoint Ops Llc0.01%32,674$4,389,752$4,667,808+$278,056+6.33%
Sei Investments Co0.00%30,963$4,159,878$4,423,374+$263,496+6.33%
Principal Financial Group Inc0.00%30,857$4,145,638$4,408,231+$262,593+6.33%
Invesco Ltd.0.00%29,804$4,004,169$4,257,799+$253,630+6.33%
Arrowstreet Capital, Limited Partnership0.00%28,971$3,892,254$4,138,797+$246,543+6.33%
Renaissance Technologies LLCJim Simons0.01%27,229$3,658,216$3,889,935+$231,719+6.33%
Bank Of America Corp0.00%26,124$3,509,760$3,732,075+$222,315+6.33%
Awh Capital, L.P.3.02%24,742$3,324,088$3,534,642+$210,554+6.33%
Bridgeway Capital Management, Llc0.06%23,626$3,174,153$3,375,210+$201,057+6.33%
Ameriprise Financial Inc0.00%23,354$3,137,579$3,336,352+$198,773+6.34%
Public Sector Pension Investment Board0.01%22,753$3,056,866$3,250,494+$193,628+6.33%
Man Group Plc0.01%21,461$2,883,286$3,065,918+$182,632+6.33%
Rhumbline Advisers0.00%20,867$2,803,462$2,981,060+$177,598+6.33%
Connor, Clark & Lunn Investment Management Ltd.0.01%17,704$2,378,532$2,529,193+$150,661+6.33%
Creative Planning0.00%16,888$2,268,938$2,412,620+$143,682+6.33%
Qube Research & Technologies Ltd0.00%15,707$2,110,235$2,243,902+$133,667+6.33%
Captrust Financial Advisors0.00%15,703$2,109,694$2,243,331+$133,637+6.33%
Empowered Funds, Llc0.01%15,319$2,058,108$2,188,472+$130,364+6.33%
Fmr Llc0.00%14,117$1,896,605$2,016,755+$120,150+6.33%
Legal & General Group Plc0.00%13,879$1,861,149$1,982,754+$121,605+6.53%
Ieq Capital, Llc0.01%13,185$1,771,396$1,883,609+$112,213+6.33%
Swiss National Bank0.00%12,700$1,706,245$1,814,322+$108,077+6.33%
Huber Capital Management Llc0.26%12,568$1,688,510$1,795,464+$106,954+6.33%
Franklin Resources Inc0.00%12,491$1,678,165$1,784,464+$106,299+6.33%
Tudor Investment Corp Et Al0.01%12,325$1,655,864$1,760,750+$104,886+6.33%

Frequently asked questions about VRTS

  • Who owns the most VRTS stock?

    The largest holders of VRTS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS INVESTMENT PARTNERS (VRTS).

  • Is VRTS widely held by superinvestors?

    Many widely followed stocks like VRTS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VRTS is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.