VIRTUS INVESTMENT PARTNERS (VRTS) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $852.71M 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 $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 $132.08M, representing an estimated loss of -12.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
225
Total Reported Value
$852.71M
Largest Holder
Blackrock, Inc.
Largest Position
$151.62M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
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 | $132,076,750 | -$19,547,404 | -12.89% | |
| Vanguard Portfolio Management Llc | 0.00% | 450,124 | $64,592,794 | $56,265,500 | -$8,327,294 | -12.89% | |
| State Street Corp | 0.00% | 448,314 | $64,333,059 | $56,039,250 | -$8,293,809 | -12.89% | |
| Victory Capital Management Inc | 0.03% | 352,930 | $50,645,455 | $44,116,250 | -$6,529,205 | -12.89% | |
| Dimensional Fund Advisors Lp | 0.01% | 315,715 | $45,305,761 | $39,464,375 | -$5,841,386 | -12.89% | |
| Aqr Capital Management Llc | 0.01% | 286,625 | $41,130,644 | $35,828,125 | -$5,302,519 | -12.89% | |
| Vanguard Capital Management Llc | 0.00% | 279,848 | $40,158,188 | $34,981,000 | -$5,177,188 | -12.89% | |
| Charles Schwab Investment Management Inc | 0.01% | 279,346 | $40,086,151 | $34,918,250 | -$5,167,901 | -12.89% | |
| American Century Companies Inc | 0.01% | 195,363 | $28,034,590 | $24,420,375 | -$3,614,215 | -12.89% | |
| Geode Capital Management, Llc | 0.00% | 165,425 | $23,742,530 | $20,678,125 | -$3,064,405 | -12.91% | |
| Jpmorgan Chase & Co | 0.00% | 142,881 | $20,586,295 | $17,860,125 | -$2,726,170 | -13.24% | |
| Brown Advisory Inc | 0.02% | 109,414 | $15,700,814 | $13,676,750 | -$2,024,064 | -12.89% | |
| Two Sigma Investments, Lp | 0.01% | 107,942 | $15,489,677 | $13,492,750 | -$1,996,927 | -12.89% | |
| Hotchkis & Wiley Capital Management Llc | 0.04% | 97,582 | $14,003,017 | $12,197,750 | -$1,805,267 | -12.89% | |
| Morgan Stanley | 0.00% | 89,042 | $12,777,722 | $11,130,250 | -$1,647,472 | -12.89% | |
| Northern Trust Corp | 0.00% | 85,422 | $12,258,058 | $10,677,750 | -$1,580,308 | -12.89% | |
| Glenmede Trust Co Na | 0.05% | 78,279 | $11,233,036 | $9,784,875 | -$1,448,161 | -12.89% | |
| Algert Global Llc | 0.13% | 77,962 | $11,187,547 | $9,745,250 | -$1,442,297 | -12.89% | |
| Nuveen, Llc | 0.00% | 75,847 | $10,883,905 | $9,480,875 | -$1,403,030 | -12.89% | |
| Bank Of New York Mellon Corp | 0.00% | 70,552 | $10,124,266 | $8,819,000 | -$1,305,266 | -12.89% | |
| Zimmer Partners, Lp | 0.17% | 50,708 | $7,276,598 | $6,338,500 | -$938,098 | -12.89% | |
| First Trust Advisors Lp | 0.00% | 47,751 | $6,852,268 | $5,968,875 | -$883,393 | -12.89% | |
| Millennium Management Llc | 0.00% | 46,179 | $6,626,686 | $5,772,375 | -$854,311 | -12.89% | |
| Bessemer Group Inc | 0.01% | 42,919 | $6,159,000 | $5,364,875 | -$794,125 | -12.89% | |
| Vanguard Fiduciary Trust Co | 0.00% | 41,736 | $5,989,116 | $5,217,000 | -$772,116 | -12.89% | |
| Prudential Financial Inc | 0.01% | 40,071 | $5,750,189 | $5,008,875 | -$741,314 | -12.89% | |
| Fmr Llc | 0.00% | 38,268 | $5,491,491 | $4,783,500 | -$707,991 | -12.89% | |
| Goldman Sachs Group Inc | 0.00% | 36,331 | $5,213,508 | $4,541,375 | -$672,133 | -12.89% | |
| Bank Of America Corp | 0.00% | 33,917 | $4,867,091 | $4,239,625 | -$627,466 | -12.89% | |
| Principal Financial Group Inc | 0.00% | 30,360 | $4,356,660 | $3,795,000 | -$561,660 | -12.89% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 28,429 | $4,079,562 | $3,553,625 | -$525,937 | -12.89% |
| Invesco Ltd. | 0.00% | 26,782 | $3,843,218 | $3,347,750 | -$495,468 | -12.89% | |
| Awh Capital, L.P. | 2.44% | 24,742 | $3,550,477 | $3,092,750 | -$457,727 | -12.89% | |
| Citadel Advisors Llc | 0.00% | 24,024 | $3,447,444 | $3,003,000 | -$444,444 | -12.89% | |
| Bridgeway Capital Management, Llc | 0.06% | 23,626 | $3,390,331 | $2,953,250 | -$437,081 | -12.89% | |
| Ieq Capital, Llc | 0.02% | 22,680 | $3,254,620 | $2,835,000 | -$419,620 | -12.89% | |
| Public Sector Pension Investment Board | 0.01% | 21,627 | $3,103,474 | $2,703,375 | -$400,099 | -12.89% | |
| Ameriprise Financial Inc | 0.00% | 20,410 | $2,928,835 | $2,551,250 | -$377,585 | -12.89% | |
| Rhumbline Advisers | 0.00% | 18,969 | $2,722,045 | $2,371,125 | -$350,920 | -12.89% | |
| Captrust Financial Advisors | 0.00% | 17,804 | $2,554,920 | $2,225,500 | -$329,420 | -12.89% | |
| Sei Investments Co | 0.00% | 17,415 | $2,499,035 | $2,176,875 | -$322,160 | -12.89% | |
| Empowered Funds, Llc | 0.01% | 16,792 | $2,409,653 | $2,099,000 | -$310,653 | -12.89% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 16,571 | $2,377,939 | $2,071,375 | -$306,564 | -12.89% | |
| Xtx Topco Ltd | 0.03% | 15,591 | $2,237,309 | $1,948,875 | -$288,434 | -12.89% | |
| Huber Capital Management Llc | 0.33% | 15,468 | $2,219,659 | $1,933,500 | -$286,159 | -12.89% | |
| Mariner, Llc | 0.00% | 14,181 | $2,035,003 | $1,772,625 | -$262,378 | -12.89% | |
| Susquehanna Fundamental Investments, Llc | 0.04% | 14,095 | $2,022,633 | $1,761,875 | -$260,758 | -12.89% | |
| Ubs Group Ag | 0.00% | 14,029 | $2,013,162 | $1,753,625 | -$259,537 | -12.89% | |
| Legal & General Group Plc | 0.00% | 13,684 | $1,964,538 | $1,710,500 | -$254,038 | -12.93% | |
| Price T Rowe Associates Inc | 0.00% | 12,908 | $1,853,000 | $1,613,500 | -$239,500 | -12.92% |
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.