Virtus Investment Partners, Inc. (VRTS) Ownership

234.48 ↑2.12 (0.91%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Virtus Investment Partners, Inc. (VRTS), owning a total of 1.1 million shares. Combined, the top 31 institutional holders of VRTS own 80.11% of the company with a total of 5.6 million shares.

In the latest ownership report on June 30th 2024, the top 31 institutional holders decreased their combined ownership of VRTS by 1 thousand shares. 10 institutions bought 112,895 total additional shares and increased their ownership by an average of 12.64%. However 10 institutions sold 114,201 total shares and decreased their ownership by an average of 4.69%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Virtus Investment Partners, decreased by a net total of -1,306 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.055%-2.862%1,056,654-31,1312024-06-30
Vanguard Group Inc12.811%-1.017%899,104-9,2362024-06-30
Dimensional Fund Advisors, Inc.4.674%2.626%328,0678,3932024-06-30
State Street Corp4.411%0.514%309,5611,5822024-06-30
Charles Schwab Investment Management Inc3.405%6.299%238,95014,1602024-06-30
FMR Inc2.899%-10.375%203,430-23,5492024-06-30
Morgan Stanley - Brokerage Accounts2.745%-7.086%192,660-14,6922024-06-30
Geode Capital Management, LLC2.144%1.208%150,5071,7962024-06-30
JPMorgan Chase & Co2.020%37.801%141,73538,8802024-06-30
Vulcan Value Partners, LLC1.836%-18.101%128,890-28,4862024-06-30
Royal Bank of Canada1.688%-2.627%118,444-3,1952024-06-30
WCM Investment Management1.561%-0.568%109,533-6262024-06-30
Basswood Capital Management LLC1.400%66.220%98,23639,1362024-06-30
Victory Capital Management Inc.1.392%-1.307%97,679-1,2942024-06-30
Bank of New York Mellon Corp1.381%0.230%96,9072222024-06-30
Northern Trust Corp1.368%3.361%96,0053,1222024-06-30
Brown Advisory Holdings Inc1.236%-0.487%86,726-4242024-06-30
T. Rowe Price Associates, Inc.1.172%2.516%82,2612,0192024-06-30
Fisher Asset Management, LLC0.965%5.588%67,7363,5852024-06-30
American Century Companies Inc0.865%-2.519%60,680-1,5682024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.055%-2.862%1,056,654-31,1312024-06-30
Vanguard Group Inc12.811%-1.017%899,104-9,2362024-06-30
Dimensional Fund Advisors, Inc.4.674%2.626%328,0678,3932024-06-30
State Street Corp4.411%0.514%309,5611,5822024-06-30
State Street Corporation4.349%2.552%307,9797,6632024-03-31
Charles Schwab Investment Management Inc3.405%6.299%238,95014,1602024-06-30
FMR Inc2.899%-10.375%203,430-23,5492024-06-30
Morgan Stanley - Brokerage Accounts2.745%-7.086%192,660-14,6922024-06-30
T. Rowe Price Investment Management,Inc.2.142%-62.496%151,726-252,8322024-03-31
Geode Capital Management, LLC2.144%1.208%150,5071,7962024-06-30
JPMorgan Chase & Co2.020%37.801%141,73538,8802024-06-30
Vulcan Value Partners, LLC1.836%-18.101%128,890-28,4862024-06-30
Royal Bank of Canada1.688%-2.627%118,444-3,1952024-06-30
WCM Investment Management1.561%-0.568%109,533-6262024-06-30
Basswood Capital Management LLC1.400%66.220%98,23639,1362024-06-30
Victory Capital Management Inc.1.392%-1.307%97,679-1,2942024-06-30
Bank of New York Mellon Corp1.381%0.230%96,9072222024-06-30
Northern Trust Corp1.368%3.361%96,0053,1222024-06-30
Schonfeld Strategic Advisors LLC1.330%-33.477%94,806-47,7102023-09-30
AWH Capital, L.P.1.226%0.000%88,98002023-03-31
Zimmer Partners LP1.200%84.168%87,48039,9802022-12-31
Brown Advisory Holdings Inc1.236%-0.487%86,726-4242024-06-30
T. Rowe Price Associates, Inc.1.172%2.516%82,2612,0192024-06-30
Fisher Asset Management, LLC0.965%5.588%67,7363,5852024-06-30
Amundi0.879%22.704%63,73511,7932023-03-31
ExodusPoint Capital Management, LP0.860%5.409%62,2273,1932022-06-30
American Century Companies Inc0.865%-2.519%60,680-1,5682024-06-30
NORGES BANK0.850%-9.568%60,594-6,4112023-12-31
Nuveen Asset Management, LLC0.824%0.434%59,2242562023-06-30
Bank of America Corp0.729%-28.014%52,686-20,5032022-09-30
Lombard Odier Asset Mgt (Switzerland) SA0.691%0.000%50,00002022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Virtus Investment Partners, Inc. (VRTS), owning a total of 425 thousand shares. Combined, the top 35 mutual fund holders of VRTS own 46.92% of the company with a total of 3.3 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of VRTS by 586 shares. 3 funds bought 992 total additional shares and increased their ownership by an average of 0.31%. However 1 funds sold 406 total shares and decreased their ownership by an average of 0.22%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Virtus Investment Partners, increased by a net total of 586 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.059%0.102%425,2374322024-10-31
iShares Russell 2000 ETF2.608%-0.221%183,028-4062024-10-31
Schwab US Dividend Equity ETF™2.344%0.073%164,5411202024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF0.840%0.752%58,9574402024-10-31
iShares Russell 2000 Growth ETF0.741%0.000%51,99902024-10-31
Dimensional US Targeted Value ETF0.642%0.000%45,05902024-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.059%0.102%425,2374322024-10-31
Vanguard Total Stock Mkt Idx Inv3.096%0.141%217,2693052024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.960%0.618%212,6741,3062023-03-31
iShares Russell 2000 ETF2.608%-0.221%183,028-4062024-10-31
Vanguard Small Cap Index2.403%-1.438%168,657-2,4612024-09-30
Schwab US Dividend Equity ETF™2.344%0.073%164,5411202024-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z1.629%-2.926%116,106-3,5002023-12-31
Vanguard Small Cap Value Index Inv1.625%-0.731%114,047-8402024-09-30
Vanguard Institutional Extnd Mkt Idx Tr1.432%1.371%100,5141,3592024-09-30
Vanguard Extended Market Index Investor1.290%-0.019%93,584-182023-08-31
T. Rowe Price Small-Cap Value1.227%-63.217%87,452-150,3002024-03-31
iShares S&P Small-Cap 600 Growth ETF1.201%0.332%86,8622872022-11-30
Fidelity® Small Cap Discovery1.154%-1.544%82,900-1,3002023-10-31
Vanguard Explorer Inv1.102%0.000%77,30602024-09-30
Fidelity Small Cap Discovery1.084%0.000%76,80002024-06-30
Vulcan Value Partners Small Cap Stra1.086%0.022%76,226172024-09-30
Fidelity Small Cap Index0.984%-2.475%69,047-1,7522024-08-31
Fidelity® Small Cap Index0.925%2.568%66,4571,6642023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.840%-0.140%59,840-842024-05-30
iShares S&P Small-Cap 600 Value ETF0.831%0.000%59,65902023-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF0.840%0.752%58,9574402024-10-31
DFA US Micro Cap I0.840%0.000%58,93602024-09-30
DFA US Small Cap I0.781%0.000%56,64402023-08-31
iShares Russell 2000 Value ETF0.762%-0.132%54,292-722024-05-30
Glenmede Small Cap Equity Adv0.762%-1.324%53,444-7172024-09-30
Glenmede Small Cap Equity0.762%-1.324%53,444-7172024-09-30
Vulcan Value Partners Small Cap0.743%-19.794%52,605-12,9822024-06-30
iShares Russell 2000 Growth ETF0.741%0.000%51,99902024-10-31
Brown Advisory Small-Cap Fdmtl Val Inv0.730%0.000%51,23002024-09-30
Integrity Small-Cap Value Comp0.703%-7.394%50,100-4,0002024-03-31
Victory Integrity Small-Cap Value A0.703%-7.394%50,100-4,0002024-03-31
JNL Multi-Manager Small Cap Value I0.706%0.000%49,52602024-09-30
T. Rowe Price Financial Services0.688%0.000%48,30002024-09-30
Dimensional US Targeted Value ETF0.642%0.000%45,05902024-10-31
Vanguard Tax-Managed Small Cap Adm0.642%-7.697%45,053-3,7572024-09-30

Discussions

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a

$VRTS hint hint this is when you buy a few

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bullorbear

$VRTS hint hint this is when you buy a few

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italiano_14

$VRTS hows short doing? Keep short pls
we need your money.

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