Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?
Virtus Investment Partners Ownership Summary
Virtus Investment Partners is owned by 79.06% institutional investors, 6.12% insiders, and 14.81% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Virtus Investment Partners | 79.06% | 6.12% | 14.81% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.06M | 14.84% | $238.65M |
| Vanguard group | 899.10K | 12.63% | $203.06M |
| Dimensional fund advisors lp | 328.07K | 4.61% | $74.09M |
| State street | 309.56K | 4.35% | $69.91M |
| Charles schwab investment management | 238.95K | 3.36% | $53.97M |
| Fmr | 203.43K | 2.86% | $45.94M |
| Geode capital management | 150.51K | 2.11% | $34.00M |
| Jpmorgan chase | 141.74K | 1.99% | $32.01M |
| Vulcan value partners | 128.89K | 1.81% | $29.11M |
| Royal bank of canada | 118.44K | 1.66% | $26.75M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 27.50K | 6.41% | $6.21M |
| Gator capital management | 18.32K | 2.10% | $4.14M |
| Basswood capital management | 98.24K | 1.44% | $22.19M |
| Santa monica partners lp | 6.08K | 0.92% | $1.37M |
| Huber capital management | 11.61K | 0.60% | $2.62M |
| Vulcan value partners | 128.89K | 0.41% | $29.11M |
| Lombard odier asset management (europe) | 30.00K | 0.32% | $6.78M |
| Quest partners | 8.29K | 0.25% | $1.87M |
| Meritage portfolio management | 16.40K | 0.23% | $3.70M |
| Bridgeway capital management | 43.12K | 0.23% | $9.74M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 60.28K | 0.00% | 60.28K |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K |
| Basswood capital management | 98.24K | 1.44% | 39.14K |
| Jpmorgan chase | 141.74K | 0.00% | 38.88K |
| Lombard odier asset management (europe) | 30.00K | 0.32% | 30.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -151.73K |
| Lombard odier asset management (switzerland) sa | - | - | -40.00K |
| Blackrock | 1.06M | 0.01% | -31.13K |
| Vulcan value partners | 128.89K | 0.41% | -28.49K |
| Fmr | 203.43K | 0.00% | -23.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 60.28K | 0.00% | 60.28K | $13.61M |
| Glenmede trust co na | 59.47K | 0.07% | 59.47K | $13.43M |
| Lombard odier asset management (europe) | 30.00K | 0.32% | 30.00K | $6.78M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 6.26K | 0.00% | 6.26K | $1.41M |
| Corebridge financial | 3.92K | 0.00% | 3.92K | $885.11K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 225 | 0.90% | 5,590,661 | -2.70% | 79 | 1.22% | 97 | -11.01% | 84 | 18.31% |
| Jun 30, 2024 | 220 | 3.29% | 5,744,270 | 0.78% | 80 | 1.28% | 107 | -1.83% | 71 | 7.58% |
| Mar 31, 2024 | 213 | 13.90% | 5,699,575 | -0.95% | 79 | 1.24% | 109 | 28.24% | 66 | -7.04% |
| Dec 31, 2023 | 187 | 8.09% | 5,753,967 | -0.65% | 80 | 1.28% | 85 | 8.97% | 71 | 22.41% |
| Sep 30, 2023 | 173 | 1.17% | 5,791,754 | -2.19% | 79 | 1.19% | 78 | 2.63% | 58 | 1.75% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 425.24K | 6.06% | 432.00 |
| Vanguard Total Stock Mkt Idx Inv | 215.39K | 3.07% | -1.88K |
| iShares Russell 2000 ETF | 183.03K | 2.61% | -406.00 |
| Vanguard Small Cap Index | 169.01K | 2.41% | 350.00 |
| Schwab US Dividend Equity ETF™ | 164.54K | 2.32% | 120.00 |
| Vanguard Small Cap Value Index Inv | 114.01K | 1.62% | -40.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 100.23K | 1.43% | -288.00 |
| Vanguard Explorer Inv | 77.31K | 1.09% | - |
| Vulcan Value Partners Small Cap Stra | 76.23K | 1.08% | 17.00 |
| Fidelity Small Cap Index | 69.05K | 0.97% | -1.75K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 20, 2024 | Mandinach Barry M. | EVP, Head of Distribution | Sell | $1.85M |
| May 17, 2024 | Mandinach Barry M. | EVP, Head of Distribution | Sell | $18.02K |
| Mar 06, 2024 | ZARRILLI STEPHEN T | - | Sell | $534.05K |
| Feb 05, 2024 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | $22.38K |
| Feb 05, 2024 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | $2.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | - | - |
VRTS Ownership FAQ
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