Virtus Investment Partners, Inc

Historical 13F Holders

Symbol
VRTS
CUSIP
92828Q109
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 92828Q109 since 12/18/2024, largest first.

Filer % of Class Filed
BlackRock, Inc. 13G/A 14.0% 7/18/2025
Event 6/30/2025
Vanguard Portfolio Management LLC 13G 7.3% 4/29/2026
Event 3/31/2026
State Street Corp 13G 6.6% 5/12/2026
Event 3/31/2026
Dimensional Fund Advisors LP 13G 5.6% 10/8/2026
Event 9/30/2026
Victory Capital Management, Inc. 13G 5.0% 7/24/2026
Event 6/30/2026
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Vanguard Group Inc 13G/A 0% 3/27/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 13 10.5 k $1.38 M
2026 Q2 239 7.07 M $869 M
2026 Q1 242 5.70 M $765 M
2025 Q4 240 5.71 M $932 M
2025 Q3 232 5.78 M $1.10 B
2025 Q2 246 5.66 M $1.03 B
2025 Q1 241 5.63 M $973 M
2024 Q4 244 5.62 M $1.24 B
2024 Q3 234 5.79 M $1.21 B
2024 Q2 232 5.98 M $1.35 B
2024 Q1 221 6.06 M $1.50 B
2023 Q4 195 5.94 M $1.44 B
2023 Q3 179 5.85 M $1.18 B
2023 Q2 175 5.92 M $1.17 B
2023 Q1 177 6.13 M $1.17 B
2022 Q4 185 6.34 M $1.22 B
2022 Q3 182 6.00 M $958 M
2022 Q2 178 6.03 M $1.03 B
2022 Q1 193 6.30 M $1.51 B
2021 Q4 205 6.70 M $1.99 B
2021 Q3 200 6.40 M $1.99 B
2021 Q2 196 6.37 M $1.77 B
2021 Q1 180 6.29 M $1.48 B
2020 Q4 187 6.69 M $1.45 B
2020 Q3 152 6.39 M $887 M
2020 Q2 144 6.56 M $763 M
2020 Q1 150 6.43 M $490 M
2019 Q4 163 6.19 M $753 M
2019 Q3 157 6.19 M $685 M
2019 Q2 150 6.39 M $686 M
2019 Q1 143 6.64 M $648 M
2018 Q4 139 6.89 M $547 M
2018 Q3 151 6.87 M $781 M
2018 Q2 147 7.13 M $914 M
2018 Q1 136 7.01 M $868 M
2017 Q4 134 6.88 M $792 M
2017 Q3 137 6.97 M $808 M
2017 Q2 136 6.99 M $776 M
2017 Q1 139 6.93 M $733 M
2016 Q4 128 5.94 M $701 M
2016 Q3 121 7.52 M $736 M
2016 Q2 109 8.03 M $572 M
2016 Q1 115 6.02 M $471 M
2015 Q4 130 6.56 M $770 M
2015 Q3 124 6.77 M $680 M
2015 Q2 132 6.59 M $872 M
2015 Q1 135 6.41 M $838 M
2014 Q4 157 6.64 M $1.13 B
2014 Q3 162 6.68 M $1.16 B
2014 Q2 150 6.84 M $1.45 B
2014 Q1 155 6.67 M $1.15 B