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Virtus Investment Partners, Inc. (VRTS) institutional ownership

Market cap$1.3B SectorFinancial Services
Funds holding · Q1 2026
211
reported VRTS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
107 buyers · 104 sellers

Virtus Investment Partners, Inc. (VRTS) price and institutional activity

Dates

Q1 2026

$0 bought by 107 investors
State StreetVictory Capital Management Inc +105 more
$0 sold by 104 investors
Wcm Investment Management, LLCRoyal Bank of Canada +102 more
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Bought Sold Totals per quarter; hover a bar for the names.

Virtus Investment Partners, Inc. (VRTS) institutional activity · 211

Investor Type Est. change Change Δ Own Date
State Street · Added
Change +132K Date Q1 2026
State Street Added· Q1 2026 +132K Q1 2026
Wcm Investment Management, LLC · Exited
Change −88K Δ Own −100.0% Date Q1 2026
Wcm Investment Management, LLC Exited· Q1 2026 −88K −100.0% Q1 2026
Royal Bank of Canada · Reduced
Change −86K Date Q1 2026
Royal Bank of Canada Reduced· Q1 2026 −86K Q1 2026
Vulcan Value Partners, LLC · Exited
Change −77K Δ Own −100.0% Date Q1 2026
Vulcan Value Partners, LLC Exited· Q1 2026 −77K −100.0% Q1 2026
Victory Capital Management Inc · Added
Change +73K Date Q1 2026
Victory Capital Management Inc Added· Q1 2026 +73K Q1 2026
Zimmer Partners, LP · Added
Change +59K Date Q1 2026
Zimmer Partners, LP Added· Q1 2026 +59K Q1 2026
Citadel Advisors LLC New· Q1 2026 +42K Q1 2026
Schwab · Reduced
Change −41K Date Q1 2026
Schwab Reduced· Q1 2026 −41K Q1 2026
Hotchkis & Wiley Capital Management LLC · Added
Change +29K Date Q1 2026
Hotchkis & Wiley Capital Management LLC Added· Q1 2026 +29K Q1 2026
T. Rowe Price Associates · Reduced
Change −25K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −25K Q1 2026
Millennium Management LLC · Added
Change +25K Date Q1 2026
Millennium Management LLC Added· Q1 2026 +25K Q1 2026
Bridgeway Capital Management, LLC · New
Change +24K Date Q1 2026
Bridgeway Capital Management, LLC New· Q1 2026 +24K Q1 2026
Exoduspoint Capital Management, LP · Exited
Change −23K Δ Own −100.0% Date Q1 2026
Exoduspoint Capital Management, LP Exited· Q1 2026 −23K −100.0% Q1 2026
Morgan Stanley · Added
Change +20K Date Q1 2026
Morgan Stanley Added· Q1 2026 +20K Q1 2026
Two Sigma Investments, LP · Added
Change +19K Δ Own +28.2% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +19K +28.2% Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 211

Famous investor activity in Virtus Investment Partners, Inc. (VRTS)

Virtus Investment Partners, Inc. (VRTS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Mandinach Barry M. · Officer 2 operations −$724K
Price $144.71–$145.25 Qty −5K Owned 11K Trade date Jun 16, 2026 Filed date Jun 17, 2026
Mandinach Barry M. Officer 2 operations $144.71–$145.25 −5K −$724K 11K Jun 16, 2026 Jun 17, 2026
Holt Timothy A. · Director Grant (A) $190K
Price $137.93 Qty 1K Owned 33K Trade date May 20, 2026 Filed date May 21, 2026
Holt Timothy A. Director Grant (A) $137.93 1K $190K 33K May 20, 2026 May 21, 2026
Weisenseel John C. · Director Grant (A) $107K
Price $137.93 Qty 779 Owned 1K Trade date May 20, 2026 Filed date May 21, 2026
Weisenseel John C. Director Grant (A) $137.93 779 $107K 1K May 20, 2026 May 21, 2026
Morris W. Howard · Director Grant (A) $107K
Price $137.93 Qty 779 Owned 5K Trade date May 20, 2026 Filed date May 21, 2026
Morris W. Howard Director Grant (A) $137.93 779 $107K 5K May 20, 2026 May 21, 2026
Jones Melody L. · Director Grant (A) $116K
Price $137.93 Qty 842 Owned 10K Trade date May 20, 2026 Filed date May 21, 2026
Jones Melody L. Director Grant (A) $137.93 842 $116K 10K May 20, 2026 May 21, 2026
Greig Paul G. · Director Grant (A) $115K
Price $137.93 Qty 833 Owned 5K Trade date May 20, 2026 Filed date May 21, 2026
Greig Paul G. Director Grant (A) $137.93 833 $115K 5K May 20, 2026 May 21, 2026
Bain Peter L. · Director Grant (A) $111K
Price $137.93 Qty 806 Owned 5K Trade date May 20, 2026 Filed date May 21, 2026
Bain Peter L. Director Grant (A) $137.93 806 $111K 5K May 20, 2026 May 21, 2026
Lieberman Elizabeth A. · Officer Tax withholding or exercise payment (F) -$18K
Price $126.11 Qty -143 Owned 3K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Lieberman Elizabeth A. Officer Tax withholding or exercise payment (F) $126.11 -143 -$18K 3K Mar 13, 2026 Mar 17, 2026
Lieberman Elizabeth A. · Officer Grant (A) $309K
Price $126.11 Qty 2K Owned 5K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Lieberman Elizabeth A. Officer Grant (A) $126.11 2K $309K 5K Mar 13, 2026 Mar 17, 2026
Aylward George R. · Director, Officer Tax withholding or exercise payment (F) -$497K
Price $126.11 Qty -4K Owned 279K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Aylward George R. Director, Officer Tax withholding or exercise payment (F) $126.11 -4K -$497K 279K Mar 13, 2026 Mar 17, 2026
Aylward George R. · Director, Officer Grant (A) $1.6M
Price $126.11 Qty 13K Owned 291K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Aylward George R. Director, Officer Grant (A) $126.11 13K $1.6M 291K Mar 13, 2026 Mar 17, 2026
Angerthal Michael A. · Officer Tax withholding or exercise payment (F) -$97K
Price $126.11 Qty -772 Owned 73K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Angerthal Michael A. Officer Tax withholding or exercise payment (F) $126.11 -772 -$97K 73K Mar 13, 2026 Mar 17, 2026
Angerthal Michael A. · Officer Grant (A) $650K
Price $126.11 Qty 5K Owned 78K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Angerthal Michael A. Officer Grant (A) $126.11 5K $650K 78K Mar 13, 2026 Mar 17, 2026
Mandinach Barry M. · Officer Tax withholding or exercise payment (F) -$93K
Price $126.11 Qty -741 Owned 13K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Mandinach Barry M. Officer Tax withholding or exercise payment (F) $126.11 -741 -$93K 13K Mar 13, 2026 Mar 17, 2026
Mandinach Barry M. · Officer Grant (A) $390K
Price $126.11 Qty 3K Owned 16K Trade date Mar 13, 2026 Filed date Mar 17, 2026
Mandinach Barry M. Officer Grant (A) $126.11 3K $390K 16K Mar 13, 2026 Mar 17, 2026
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Virtus Investment Partners, Inc. (VRTS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 1.1M
% of shares outstanding 15.4% Filing date Jan 22, 2024
BlackRock Inc. 1.1M 15.4% Jan 22, 2024
Vanguard Group Inc 911K
% of shares outstanding 12.7% Filing date Feb 13, 2024
Vanguard Group Inc 911K 12.7% Feb 13, 2024
Vanguard Portfolio Management 491K
% of shares outstanding 7.3% Filing date Apr 29, 2026
Vanguard Portfolio Management 491K 7.3% Apr 29, 2026
State Street Corporation 439K
% of shares outstanding 6.6% Filing date May 12, 2026
State Street Corporation 439K 6.6% May 12, 2026
T. Rowe Price Investment Management, Inc. 405K
% of shares outstanding 5.6% Filing date Feb 14, 2024
T. Rowe Price Investment Management, Inc. 405K 5.6% Feb 14, 2024
Dimensional Fund Advisors LP 264K
% of shares outstanding 3.5% Filing date Feb 8, 2022
Dimensional Fund Advisors LP 264K 3.5% Feb 8, 2022
T. Rowe Price Associates 89K
% of shares outstanding 1.2% Filing date Feb 14, 2023
T. Rowe Price Associates 89K 1.2% Feb 14, 2023
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Virtus Investment Partners, Inc. (VRTS) ownership FAQ

Who owns VRTS?

211 reporting institutions disclosed VRTS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.