Virtus Investment Partners, Inc.
Virtus Investment Partners, Inc. (VRTS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · VRTS · as of Mar 31, 2025
Ownership Breakdown
235
Institutional Holders
▼ 2 vs Q4
$971.96M
Total Inst. Value
▼ $266.77M vs Q4
6.68M
Shares Outstanding
freeFloat 93.49%
5.63M
13F Shares Held
▲ 10,424 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
VRTS largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. investment advice | 1.07M | 15.38% | 15.38% | $184.41B | May 2, 2025 | ▲ 1.7K |
VANGUARD GROUP INC investment advice | 902.6K | 12.98% | 12.98% | $155.57B | May 9, 2025 | ▼ 163 |
DIMENSIONAL FUND ADVISORS LP investment advice | 305.7K | 4.40% | 4.40% | $52.69B | May 13, 2025 | ▼ 15.2K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC investment advice | 300.0K | 4.31% | 4.31% | $51.70B | Sep 15, 2025 | ▲ 23.1K |
STATE STREET CORP investment advice | 288.7K | 4.15% | 4.15% | $49.76B | May 15, 2025 | ▼ 7.3K |
GEODE CAPITAL MANAGEMENT, LLC investment advice | 154.0K | 2.21% | 2.21% | $26.55B | May 13, 2025 | ▲ 4.0K |
JPMORGAN CHASE & CO investment advice | 116.8K | 1.68% | 1.68% | $20.14B | May 12, 2025 | ▼ 41.2K |
AMERICAN CENTURY COMPANIES INC investment advice | 113.2K | 1.63% | 1.63% | $19.51B | May 13, 2025 | ▲ 31.5K |
NORTHERN TRUST CORP investment advice | 107.6K | 1.55% | 1.55% | $18.55B | May 13, 2025 | ▲ 1.5K |
WCM INVESTMENT MANAGEMENT, LLC investment advice | 102.2K | 1.47% | 1.47% | $17.70B | Apr 28, 2025 | ▼ 6.7K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
24
Increased
+186.5K shares1
New Positions
first time holders25
Decreased
−149.9K shares0
Sold Out
fully exitedNet shares change (top 50)
+36.6K
+186.5K / −149.9K
Net new holders
+0
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
VRTS insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
6
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
HOLT TIMOTHY A director | May 20, 2026 | Award | 1,377 | $137.93 | $189.9K | 33.2K | Form 4 ↗ |
Weisenseel John C director | May 20, 2026 | Award | 779 | $137.93 | $107.4K | 1.4K | Form 4 ↗ |
MORRIS W HOWARD director | May 20, 2026 | Award | 779 | $137.93 | $107.4K | 5.1K | Form 4 ↗ |
JONES MELODY L director | May 20, 2026 | Award | 842 | $137.93 | $116.1K | 9.7K | Form 4 ↗ |
Greig Paul G director | May 20, 2026 | Award | 833 | $137.93 | $114.9K | 5.0K | Form 4 ↗ |
BAIN PETER L director | May 20, 2026 | Award | 806 | $137.93 | $111.2K | 4.8K | Form 4 ↗ |
Lieberman Elizabeth A EVP, Chief HR Officer | Mar 13, 2026 | Award | 2,448 | $126.11 | $308.7K | 5.4K | Form 4 ↗ |
Lieberman Elizabeth A EVP, Chief HR Officer | Mar 13, 2026 | Tax Withhold | 143 | $126.11 | $18.0K | 2.9K | Form 4 ↗ |
AYLWARD GEORGE R Director, CEO and President | Mar 13, 2026 | Award | 12,688 | $126.11 | $1.60M | 291.4K | Form 4 ↗ |
AYLWARD GEORGE R Director, CEO and President | Mar 13, 2026 | Tax Withhold | 3,940 | $126.11 | $496.9K | 278.7K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Virtus Investment Partners, Inc. (VRTS) is primarily owned by institutional investors, who hold approximately 84.2% of total shares outstanding. Company insiders own approximately 6.51%, while retail and public investors account for the remaining 9.29%.
The largest institutional shareholder of Virtus Investment Partners, Inc. is BLACKROCK, INC., holding approximately 1.07 million shares — equal to 15.38% of outstanding shares — as of March 31, 2025.
A total of 235 institutional investors currently hold VRTS stock, with a combined institutional value of approximately $971,964,857 as of the most recent 13F filing period.
Frequently asked questions
VRTS ownershipVirtus Investment Partners, Inc. (VRTS) is primarily owned by institutional investors, who hold approximately 84.2% of shares. The largest shareholder is BLACKROCK, INC. with a 15.38% stake. Company insiders hold 6.51%. Data sourced from SEC Form 13F as of March 31, 2025.