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Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?

OverviewForecastRevenueFinancialsChartTranscripts

Virtus Investment Partners Ownership Summary

Virtus Investment Partners is owned by 80.69% institutional investors, 6.12% insiders, and 13.19% retail investors. Blackrock is the largest institutional shareholder, holding 14.84% of VRTS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.06% of its assets in Virtus Investment Partners shares.

VRTS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockVirtus Investment Partners80.69%6.12%13.19%
SectorFinancial Services Stocks 43.07%12.53%44.40%
IndustryAsset Management Stocks39.76%8.77%51.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock1.06M14.84%$238.65M
Vanguard group899.10K12.63%$203.06M
Dimensional fund advisors lp328.07K4.61%$74.09M
State street309.56K4.35%$69.91M
Charles schwab investment management238.95K3.36%$53.97M
Fmr203.43K2.86%$45.94M
Geode capital management150.51K2.11%$34.00M
Jpmorgan chase141.74K1.99%$32.01M
Vulcan value partners128.89K1.81%$29.11M
Royal bank of canada118.44K1.66%$26.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Awh capital27.50K6.41%$6.21M
Gator capital management18.32K2.10%$4.14M
Basswood capital management98.24K1.44%$22.19M
Santa monica partners lp6.08K0.92%$1.37M
Huber capital management11.61K0.60%$2.62M
Vulcan value partners128.89K0.41%$29.11M
Lombard odier asset management (europe)30.00K0.32%$6.78M
Quest partners8.29K0.25%$1.87M
Meritage portfolio management16.40K0.23%$3.70M
Bridgeway capital management43.12K0.23%$9.74M

Top Buyers

HolderShares% AssetsChange
Norges bank60.28K0.00%60.28K
Glenmede trust co na59.47K0.07%59.47K
Basswood capital management98.24K1.44%39.14K
Jpmorgan chase141.74K0.00%38.88K
Lombard odier asset management (europe)30.00K0.32%30.00K

Top Sellers

HolderShares% AssetsChange
T. rowe price investment management---151.73K
Lombard odier asset management (switzerland) sa---40.00K
Blackrock1.06M0.01%-31.13K
Vulcan value partners128.89K0.41%-28.49K
Fmr203.43K0.00%-23.55K

New Positions

HolderShares% AssetsChangeValue
Norges bank60.28K0.00%60.28K$13.61M
Glenmede trust co na59.47K0.07%59.47K$13.43M
Lombard odier asset management (europe)30.00K0.32%30.00K$6.78M
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main6.26K0.00%6.26K$1.41M
Corebridge financial3.92K0.00%3.92K$885.11K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Tfc financial management-1.00
Bruce g. allen investments-2.00
Covestor-2.00
Financial gravity asset management-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20242203.29%5,744,2700.78%801.28%107-1.83%717.58%
Mar 31, 202421313.90%5,699,575-0.95%791.24%10928.24%66-7.04%
Dec 31, 20231878.09%5,753,967-0.65%801.28%858.97%7122.41%
Sep 30, 20231731.17%5,791,754-2.19%791.19%782.63%581.75%
Jun 30, 2023171-0.58%5,921,462-2.37%811.17%76-14.61%573.64%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF425.24K6.06%432.00
Vanguard Total Stock Mkt Idx Inv217.27K3.07%305.00
iShares Russell 2000 ETF183.03K2.61%-406.00
Vanguard Small Cap Index168.66K2.38%-2.46K
Schwab US Dividend Equity ETF™164.54K2.32%120.00
Vanguard Small Cap Value Index Inv114.05K1.61%-840.00
Vanguard Institutional Extnd Mkt Idx Tr100.51K1.42%1.36K
Vanguard Explorer Inv77.31K1.09%-
Vulcan Value Partners Small Cap Stra76.23K1.08%17.00
Fidelity Small Cap Index69.05K0.97%-1.75K

Recent Insider Transactions

DateNameRoleActivityValue
May 20, 2024Mandinach Barry M. EVP, Head of DistributionSell$1.85M
May 17, 2024Mandinach Barry M. EVP, Head of DistributionSell$18.02K
Mar 06, 2024ZARRILLI STEPHEN T-Sell$534.05K
Feb 05, 2024Angerthal Michael A EVP, CFO & TreasurerSell$22.38K
Feb 05, 2024Angerthal Michael A EVP, CFO & TreasurerSell$2.72K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2-2
2024 Q1-9
2023 Q4--

VRTS Ownership FAQ

Who Owns Virtus Investment Partners?

Virtus Investment Partners shareholders are primarily institutional investors at 80.69%, followed by 6.12% insiders and 13.19% retail investors. The average institutional ownership in Virtus Investment Partners's industry, Asset Management Stocks, is 39.76%, which Virtus Investment Partners exceeds.

Who owns the most shares of Virtus Investment Partners?

Virtus Investment Partners’s largest shareholders are Blackrock (1.06M shares, 14.84%), Vanguard group (899.1K shares, 12.63%), and Dimensional fund advisors lp (328.07K shares, 4.61%). Together, they hold 32.08% of Virtus Investment Partners’s total shares outstanding.

Does Blackrock own Virtus Investment Partners?

Yes, BlackRock owns 14.84% of Virtus Investment Partners, totaling 1.06M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 238.65M$. In the last quarter, BlackRock decreased its holdings by -31.131K shares, a -2.86% change.

Who is Virtus Investment Partners’s biggest shareholder by percentage of total assets invested?

Awh capital is Virtus Investment Partners’s biggest shareholder by percentage of total assets invested, with 6.41% of its assets in 27.5K Virtus Investment Partners shares, valued at 6.21M$.

Who is the top mutual fund holder of Virtus Investment Partners shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Virtus Investment Partners shares, with 6.06% of its total shares outstanding invested in 425.24K Virtus Investment Partners shares.

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