Virtus Investment Partners Ownership | Who Owns Virtus Investment Partners?
Virtus Investment Partners Ownership Summary
Virtus Investment Partners is owned by 74.49% institutional investors, 6.12% insiders, and 19.39% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.11% of VRTS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.90% of its assets in Virtus Investment Partners shares.
VRTS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Virtus Investment Partners | 74.49% | 6.12% | 19.39% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.07M | 15.11% | $235.63M |
| Blackrock | 1.06M | 14.84% | $238.65M |
| Vanguard group | 902.74K | 12.77% | $199.13M |
| Dimensional fund advisors lp | 320.89K | 4.54% | $70.78M |
| State street | 309.56K | 4.35% | $69.91M |
| Charles schwab investment management | 276.88K | 3.92% | $61.07M |
| Jpmorgan chase | 158.03K | 2.23% | $34.86M |
| Geode capital management | 150.07K | 2.12% | $33.11M |
| Royal bank of canada | 111.71K | 1.58% | $24.64M |
| Wcm investment management | 108.93K | 1.54% | $24.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Awh capital | 26.15K | 6.86% | $5.77M |
| Gator capital management | 20.91K | 1.74% | $4.61M |
| Basswood capital management | 61.85K | 0.79% | $13.64M |
| Santa monica partners lp | 5.68K | 0.68% | $1.25M |
| Huber capital management | 9.97K | 0.44% | $2.20M |
| Vulcan value partners | 98.63K | 0.36% | $21.76M |
| City center advisors | 1.41K | 0.35% | $310.13K |
| Lombard odier asset management (europe) | 23.00K | 0.33% | $5.07M |
| Entrypoint capital | 3.46K | 0.32% | $763.43K |
| Meritage portfolio management | 16.40K | 0.23% | $3.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Glenmede trust co na | 59.47K | 0.07% | 59.47K |
| Norges bank | 43.08K | 0.00% | 43.08K |
| Charles schwab investment management | 276.88K | 0.01% | 21.34K |
| American century companies | 81.74K | 0.01% | 20.54K |
| Bank of america corp /de/ | 26.34K | 0.00% | 17.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | - | - | -151.73K |
| Basswood capital management | 61.85K | 0.79% | -48.58K |
| Lombard odier asset management (switzerland) sa | - | - | -40.00K |
| Blackrock | 1.06M | 0.01% | -31.13K |
| Vulcan value partners | 98.63K | 0.36% | -16.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Glenmede trust co na | 59.47K | 0.07% | 59.47K | $13.43M |
| Norges bank | 43.08K | 0.00% | 43.08K | $9.50M |
| Zacks investment management | 14.16K | 0.03% | 14.16K | $3.12M |
| Arrowstreet capital, limited partnership | 4.60K | 0.00% | 4.60K | $1.01M |
| Mirae asset global investments | 3.68K | 0.00% | 3.68K | $811.99K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Tfc financial management | -1.00 |
| Covestor | -2.00 |
| Financial gravity asset management | -3.00 |
| Yhb investment advisors | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 217 | -3.56% | 5,266,876 | -5.79% | 74 | 1.19% | 107 | 10.31% | 69 | -17.86% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 407.87K | 5.90% | 280.00 |
| Vanguard US Total Market Shares ETF | 217.27K | 3.14% | 305.00 |
| Vanguard Total Stock Mkt Idx Inv | 215.56K | 3.09% | 231.00 |
| iShares Russell 2000 ETF | 186.13K | 2.69% | -1.59K |
| Schwab US Dividend Equity ETF™ | 182.94K | 2.65% | 120.00 |
| Vanguard Small Cap Index | 170.28K | 2.44% | 147.00 |
| Vanguard Small Cap Value Index Inv | 111.91K | 1.61% | -610.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 100.01K | 1.44% | 159.00 |
| Avantis US Small Cap Value ETF | 82.48K | 1.19% | 230.00 |
| Vanguard Explorer Inv | 77.31K | 1.10% | - |
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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