VRTS Institutional Ownership
Who owns Virtus Investment Partners, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 236 funds reported holding VRTS at Jun 30, 2026, together owning 90.7% of the company.
- ▲123 buying vs 89 selling
- ▲Held by funds +4.6 pts
- ▼Funds holding -4
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 236 | 240 | −1.7% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 6M | 5.7M | +5.4% |
| Held by funds | 90.7% | 86.1% | +4.6 pts |
| New positions | 30 | 34 | −11.8% |
| Increased | 93 | 76 | +22.4% |
| Reduced | 58 | 69 | −15.9% |
| Sold out | 31 | 35 | −11.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VRTS
All superinvestors →
Who owns VRTS
share of fund held shares- Index and passive funds53.7%
- Active managers and hedge funds37.1%
- Banks and brokers8.1%
- Pensions, insurers and other1.1%
The top 10 holders own 63.8% of all VRTS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
50 funds changed their position- Exchange Traded Concepts, LLCSold out−10K sh
- Creative PlanningAdded+10K sh
- VIRGINIA RETIREMENT SYSTEMS ET AlNew+8,600 sh
- Y-Intercept (Hong Kong) LtdSold out−5,531 sh
- Cambridge Investment Research Advisors, Inc.New+2,896 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.95% | 1.1M | $152M | +57K |
| 2 | Vanguard Portfolio Management LLC | 6.80% | 450K | $64.6M | −35K |
| 3 | State Street Corp | 6.77% | 448K | $64.3M | +9,580 |
| 4 | Victory Capital Management Inc | 5.33% | 353K | $50.6M | +35K |
| 5 | Dimensional Fund Advisors LP | 4.77% | 316K | $45.3M | +11K |
| 6 | AQR Capital Management LLC | 4.33% | 287K | $41.1M | +154K |
| 7 | Vanguard Capital Management LLC | 4.23% | 280K | $40.2M | −5,698 |
| 8 | Charles Schwab Investment Management Inc | 4.22% | 279K | $40.1M | +21K |
| 9 | American Century Companies Inc | 2.95% | 195K | $28M | +6,550 |
| 10 | Geode Capital Management, LLC | 2.50% | 165K | $23.7M | +6,200 |
- AQR Capital Management LLC+154K sh+$22.1M
- BlackRock, Inc.+57K sh+$8.2M
- Jpmorgan Chase & Co+50K sh+$7.3M
- Bessemer Group Inc+43K sh+$6.1M
- Nuveen, LLC+40K sh+$5.8M
- Victory Capital Management Inc+35K sh+$5M
- AWH Capital, L.P.+25K sh+$3.6M
- Fmr LLC+24K sh+$3.5M
- Gator Capital Management, LLC−59K sh−$8M
- Vanguard Portfolio Management LLC−35K sh−$5M
- Goldman Sachs Group Inc−34K sh−$4.9M
- Zimmer Partners, LP−33K sh−$4.8M
- Squarepoint Ops LLC−28K sh−$4M
- Man Group plc−21K sh−$2.9M
- Citadel Advisors LLC−18K sh−$2.6M
- Arrowstreet Capital, Limited Partnership−17K sh−$2.5M
VRTS institutional ownership FAQ
Who owns the most VRTS stock?
In Q2 2026 13F filings the largest holder of VRTS was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and State Street Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of VRTS is owned by institutions?
Funds that file 13F reports held 90.7% of VRTS's shares at Jun 30, 2026, compared with 86.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying VRTS?
In Q2 2026, 123 funds bought VRTS (30 of them new positions) and 89 sold (31 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for VRTS is neutral.
What is VRTS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this VRTS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.