Recent Quarter Total Invested
$1.40 B
Recent Quarter Institutional Ownership Percentage
79.06%
Total Invested of Last Quarter
$1.30 B
Ownership Percentage of Last Quarter
80.62%
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% |
| 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% |
| 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% |
| 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% |
| HUBER CAPITAL MANAGEMENT LLC | 11/13/2024 | 10,968 | $2.30 M | -5.51% | 0.16% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 10,736 | $2.25 M | 266.29% | 0.15% |
| 11/14/2024 | 10,332 | $2.16 M | 0.12% | 0.15% |
Virtus Investment Partners, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of VRTS shares?
During the previous two years, 300 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
DIMENSIONAL FUND ADVISORS LP: 324,805
STATE STREET CORP: 297,151
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 255,536
GEODE CAPITAL MANAGEMENT, LLC: 151,328
JPMORGAN CHASE & CO: 145,386
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What percentage of Virtus Investment Partners, Inc. stock is owned by institutional investors?
79.06% of Virtus Investment Partners, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at VRTS ?
Institutional investors have bought a total of 6.71 M shares in the last 24 months. This purchase volume represents approximately $1.62 B in transactions.