Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VRTS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 999K | $134.3M | +1.8% | 14.926% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 485K | $65.1M | β | 7.242% | 0.00% |
| 3 | STATE STREET CORP | 439K | $58.9M | +43.2% | 6.553% | 0.00% |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 318K | $42.7M | +29.6% | 4.750% | 0.03% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 305K | $41.0M | +2.7% | 4.557% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 286K | $38.4M | β | 4.265% | 0.00% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 259K | $34.8M | -13.8% | 3.866% | 0.01% |
| 8 | AMERICAN CENTURY COMPANIES INC | 189K | $25.4M | +9.5% | 2.820% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 159K | $21.4M | +4.9% | 2.378% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 132K | $17.8M | +7.8% | 1.976% | 0.01% |
| 11 | BROWN ADVISORY INC | 104K | $14.0M | +14.8% | 1.551% | 0.02% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 97K | $13.0M | +43.8% | 1.442% | 0.04% |
| 13 | MORGAN STANLEY | 96K | $12.9M | +26.6% | 1.435% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 87K | $11.6M | +28.2% | 1.293% | 0.01% |
| 15 | Zimmer Partners, LP | 84K | $11.3M | +236.5% | 1.256% | 0.27% |
| 16 | NORTHERN TRUST CORP | 78K | $10.5M | -18.6% | 1.166% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 70K | $9.4M | -9.9% | 1.049% | 0.00% |
| 18 | Bank of New York Mellon Corp | 70K | $9.4M | -7.0% | 1.042% | 0.00% |
| 19 | Gator Capital Management, LLC | 59K | $8.0M | +4.6% | 0.884% | 1.63% |
| 20 | MILLENNIUM MANAGEMENT LLC | 59K | $7.9M | +74.7% | 0.881% | 0.01% |
| 21 | FIRST TRUST ADVISORS LP | 53K | $7.1M | +38.1% | 0.791% | 0.01% |
| 22 | PRUDENTIAL FINANCIAL INC | 47K | $6.4M | +47.8% | 0.707% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 42K | $5.6M | β | 0.627% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 41K | $5.5M | β | 0.609% | 0.00% |
| 25 | Nuveen, LLC | 35K | $4.8M | +0.3% | 0.528% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VRTS β a direct measure of their conviction.
Filings activity in VRTS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new VRTS position in Q1 2026
Institutions that fully closed their VRTS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 232 | +1.3% | 75.08% | 16.77 pp | $730M | 18% |
| Q4 2025 | 229 | +1.3% | 91.85% | 16.58 pp | $893M | 15% |
| Q3 2025 | 226 | 5.0% | 108.43% | +8.11 pp | $1.05B | +8.1% |
| Q2 2025 | 238 | +1.7% | 100.32% | +3.78 pp | $975M | +3.9% |
| Q1 2025 | 234 | 2.9% | 96.54% | 26.65 pp | $938M | 22% |
| Q4 2024 | 241 | +5.2% | 123.19% | +7.34 pp | $1.20B | +6.3% |
| Q3 2024 | 229 | +1.8% | 115.85% | 9.73 pp | $1.13B | 7.7% |
| Q2 2024 | 225 | β | 125.58% | β | $1.22B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VRTS stock.
Based on Q1 2026 13F filings, institutional ownership of Virtus Investment Partners, Inc. stands at 75.1%, held across 232 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of VRTS, with approximately 999,368 shares worth $0.13B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of VRTS, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for VRTS is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
43 institutions opened new positions in VRTS during Q1 2026, while 40 fully exited. 49 added to existing positions and 136 trimmed.
VRTS institutional ownership fell by 16.77 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 65.8% of all reported 13F value in VRTS, and the top 25 account for 84.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Virtus Investment Partners, Inc. (VRTS) Institutional Ownership