13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Investment AdviceBellwetherCompounder
VRTS

VIRTUS INVT PARTNERS INC

248 institutions still hold VIRTUS INVT PARTNERS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92828Q109·Investment Advice·248 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$594M
45.0% inst. owned
of float
Holders
248
+58 QoQ
filers reporting
Activity
+89 / −29
+860 added · −767 reduced
this quarter
Concentration
22.61%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

248 institutions reported VRTS in Q1 2026. BlackRock, Inc. leads at 22.6% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$134M999K0.00%Q1 202602
Vanguard Portfolio Management
CIK 0002100121· Index
$65M485K0.00%Q1 202603
STATE STREET CORP
CIK 0000093751
$59M439K0.00%Q1 202604
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$43M318K0.03%Q1 202605
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$41M305K0.01%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$38M286K0.00%Q1 202607
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$35M259K0.01%Q1 202608
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$25M189K0.01%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$21M159K0.00%Q1 202610
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$18M132K0.01%Q1 202611
BROWN ADVISORY INC
CIK 0001345929
$15M90K0.02%Q4 202512
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$13M97K0.04%Q1 202613
MORGAN STANLEY
CIK 0000895421
$13M96K0.00%Q1 202614
Glenmede Investment Management, LP
CIK 0001644465
$12M65K0.06%Q3 202515
JPMORGAN CHASE & CO
CIK 0000019617
$12M92K0.00%Q1 202616
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$12M87K0.01%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$10M78K0.00%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$9M70K0.00%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$9M70K0.00%Q1 202620
Gator Capital Management, LLC
CIK 0001570284
$8M59K1.63%Q1 2026
Page 1 of 13
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