$VRTS

$118.94 -$0.37 (0.31%) Close

$VRTS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 6.6M shares outstanding

Who owns VRTS?

By type of holder

Institutions 90.1% Insiders 7.1% Everyone else 2.9%

Concentration Top 10 holders own 59.8%

BlackRock, Inc. 16.0% · Vanguard Portfolio Management LLC 6.8%

Institutional ownership

90.1%

+4.0 pts vs last qtr

Institutional holders

232

-6 vs last qtr

Net shares bought

+265.7K

by institutions in Q2 2026

New / sold out

31 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +154.4K
BlackRock, Inc. +57.2K

Biggest sellers in Q2 2026

Gator Capital Management, LLC SOLD OUT −59.2K
Vanguard Portfolio Management LLC −34.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.25M

5 notices from 5 people

Shares covered

26.7K

0.40% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Michael Angerthal Officer $2.51M
Mandinach Barry M. Officer $724K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−11.4%

−1.34% a year

Each share's claim on the business

+12.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$639M vs $233M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years82% 3–5 years5% 1–3 years7% Under 1 year6%

Quarterly turnover

9.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting VRTS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.1M	15.95%	+57.2K (+5.7%)	≤2021	0.0%
Shares held by quarter Peak holding1.1M (Q1'25) Change over 8 quarters−2.6K Share of the company15.950% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	450.1K	6.80%	−34.8K (−7.2%)	≤2021	0.0%
Shares held by quarter Peak holding484.9K (Q1'26) Change over 8 quarters+450.1K Share of the company6.800% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

1.1M

% of company

15.95%

Change vs last qtr

+57.2K (+5.7%)

Held since

≤2021

Vanguard Portfolio Management LLC

450.1K

% of company

6.80%

Change vs last qtr

−34.8K (−7.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Virtus Investment Partners Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting VRTS on Form N-PORT; together they hold 50.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$54.3M	378.5K	5.71%	0.05%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$28.8M	200.8K	3.03%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$54.3M

% of company

5.71%

% of the fund

0.05%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$28.8M

% of company

3.03%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Virtus Investment Partners Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AG Aylward George R JR Insider	291.4K	4.40%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.400% Aylward George R JR's insider activity →
AM Angerthal Michael A Insider	63.5K	0.96%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.960% Angerthal Michael A's insider activity →

Aylward George R JR

Insider

291.4K

% of company

4.40%

Change vs last qtr

—

Held since

—

Angerthal Michael A

Insider

63.5K

% of company

0.96%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Virtus Investment Partners Inc.

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