Virtus Investment Partners (VRTS)
Runs affiliate-managed funds, separate accounts, and institutional strategies through multiple distribution channels.
$130.31
After-hours close−0.13 (−0.10%)
At close$130.45(+0.46%)
Something off on this page? Send us feedback.
13F · 13D/G · Form 4
| Institutions | 93.70% | 6.26M shares | |
|---|---|---|---|
| 235 holders · as of Jun 30, 2026 | |||
| Insiders | 6.82% | 455.4K shares | |
| 13 holders · as of Sep 15, 2026 | |||
| Strategic holders | 7.10% | 474.2K shares | |
| 1 holder · as of Feb 8, 2017 | |||
| Adds to | 107.62% | ||
6.68M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 107.62%; nothing is left for Other.
13F, as of Jun 30, 2026
235 holders · 6.26M shares · 33 new positions · 125 increased · 58 reduced · 35 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.06M | 15.81% | +57.2K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 450.1K | 6.74% | −34.8K | Aug 13, 2026 |
| State Street Corp | 448.3K | 6.71% | +9.6K | Aug 7, 2026 |
| Victory Capital Management Inc | 352.9K | 5.28% | +34.9K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 315.7K | 4.72% | +10.6K | Aug 11, 2026 |
| AQR Capital Management LLC | 286.6K | 4.29% | +154.4K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 279.8K | 4.19% | −5.7K | Aug 13, 2026 |
| Charles Schwab Investment Management Inc | 279.3K | 4.18% | +20.5K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.00% | 969.1K | 13G | Jul 18, 2025 |
| Vanguard Portfolio Management | 7.32% | 490.5K | 13G | Apr 29, 2026 |
| State Street Corporation | 6.60% | 438.7K | 13G | May 12, 2026 |
| Victory Capital Management, Inc. | 5.03% | 336.0K | 13G | Jul 24, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 15, 2026 | W. Howard Morrisdirector | Sale | 435 | $138.59 | 0 |
| Aug 3, 2026 | Michael A. Angerthalofficer: EVP, CFO & Treasurer | Sale · 7 lots | 14,975 | $167.34 | 63,461 |
| Jun 16, 2026 | Barry M. Mandinachofficer: EVP, Head of Distribution | Sale · 2 lots | 5,000 | $144.76 | 10,815 |
| Mar 12, 2026 | W. Howard Morrisdirector | Purchase · 3 lots | 4,050 | $129.47 | 6,307 |
| Feb 11, 2026 | Susan S. Flemingdirector | Sale · 3 lots | 3,322 | $142.31 | 10,355 |
| Dec 11, 2025 | Susan S. Flemingdirector | Sale · 2 lots | 2,959 | $168.29 | 13,677 |
House and Senate disclosures
Not reported.