Virtus Investment Partners, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.06 M | $221.85 M | 100.00% | 14.98% |
| VANGUARD GROUP INC | 11/13/2024 | 900,906 | $188.69 M | 0.20% | 12.74% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 324,805 | $68.03 M | -0.99% | 4.59% |
| STATE STREET CORP | 11/14/2024 | 297,151 | $62.24 M | -4.01% | 4.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 255,536 | $53.52 M | 6.94% | 3.61% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 151,328 | $31.70 M | 0.55% | 2.14% |
| JPMORGAN CHASE & CO | 11/08/2024 | 145,386 | $30.45 M | 2.58% | 2.06% |
| MORGAN STANLEY | 11/14/2024 | 133,515 | $27.96 M | 38.60% | 1.89% |
| VULCAN VALUE PARTNERS, LLC | 11/13/2024 | 115,077 | $24.10 M | -10.72% | 1.63% |
| WCM INVESTMENT MANAGEMENT, LLC | 11/04/2024 | 113,892 | $23.67 M | 3.98% | 1.61% |
| ROYAL BANK OF CANADA | 11/14/2024 | 113,638 | $23.80 M | -4.06% | 1.61% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 110,429 | $23.13 M | 12.41% | 1.56% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 98,626 | $20.66 M | 0.97% | 1.39% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 91,686 | $19.20 M | -5.39% | 1.30% |
| BROWN ADVISORY INC | 11/13/2024 | 87,705 | $18.37 M | 1.13% | 1.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 83,157 | $17.42 M | 1.09% | 1.18% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 68,376 | $14.32 M | 0.94% | 0.97% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 61,194 | $12.82 M | 0.85% | 0.87% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 58,766 | $12.31 M | -1.18% | 0.83% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 56,600 | $11.85 M | 6.35% | 0.80% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 55,373 | $11.60 M | 96.97% | 0.78% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 49,909 | $10.45 M | 11.93% | 0.71% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 48,368 | $10.13 M | -5.07% | 0.68% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 47,861 | $10.02 M | 7.92% | 0.68% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 44,837 | $9.39 M | -25.26% | 0.63% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 36,962 | $7.74 M | -2.40% | 0.52% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 31,688 | $6.64 M | -26.50% | 0.45% |
| INVESCO LTD. | 11/12/2024 | 29,562 | $6.19 M | 18.21% | 0.42% |
| MAN GROUP PLC | 11/14/2024 | 29,244 | $6.13 M | -23.16% | 0.41% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 28,370 | $5.94 M | 7.69% | 0.40% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 26,792 | $5.61 M | 328.12% | 0.38% |
| ALGERT GLOBAL LLC | 11/12/2024 | 26,167 | $5.48 M | 57.07% | 0.37% |
| AWH CAPITAL, L.P. | 11/14/2024 | 26,150 | $5.48 M | -4.91% | 0.37% |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 11/14/2024 | 25,000 | $5.24 M | -16.67% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 24,693 | $5.17 M | -4.52% | 0.35% |
| MERITAGE PORTFOLIO MANAGEMENT | 11/04/2024 | 22,321 | $4.68 M | 36.09% | 0.32% |
| RHUMBLINE ADVISERS | 11/12/2024 | 21,542 | $4.51 M | -1.82% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 18,478 | $3.86 M | -1.42% | 0.26% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/14/2024 | 18,325 | $3.84 M | 0.00% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 18,316 | $3.84 M | -12.04% | 0.26% |
| CITADEL ADVISORS LLC | 11/14/2024 | 17,700 | $3.71 M | 8.77% | 0.25% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 15,299 | $3.26 M | -2.55% | 0.22% |
| FMR LLC | 11/13/2024 | 14,580 | $3.05 M | -92.83% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 14,133 | $2.96 M | -4.07% | 0.20% |
| BARCLAYS PLC | 11/19/2024 | 14,119 | $2.96 M | 204.88% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 14,000 | $2.93 M | 0.00% | 0.20% |
| HRT FINANCIAL LP | 11/12/2024 | 13,959 | $2.92 M | 100.00% | 0.20% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 12,227 | $2.56 M | 3.10% | 0.17% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 11,578 | $2.43 M | 22.07% | 0.16% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 11,049 | $2.31 M | 206.66% | 0.16% |
Virtus Investment Partners, Inc.institutional Ownership - FAQ's
During the previous two years, 305 institutional investors and hedge funds held shares of Virtus Investment Partners, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.06 M
VANGUARD GROUP INC: 900,906
DIMENSIONAL FUND ADVISORS LP: 324,805
STATE STREET CORP: 297,151
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 255,536
GEODE CAPITAL MANAGEMENT, LLC: 151,328
79.06% of Virtus Investment Partners, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.70 M shares in the last 24 months. This purchase volume represents approximately $1.72 B in transactions.