Virtus Investment Partners, Inc. (VRTS)
NYSE: VRTS · Investment Advice · Hartford, CT · filing with the SEC since 1995
Grade4.6
◀ Past 5.6● Present 5.1▶ Future 3.0
Who owns Virtus Investment Partners, Inc.
As filed with the SECHolders of 5% or more
5
Blackrock, Inc. holds 15.1% of Common Stock, as its SCHEDULE 13G/A filed Oct 27, 2026 says.
Directors and officers
14
report now, of 25 people on the record since 2008. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · 14% in Jul 18, 2025
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
State Street Corporation
SCHEDULE 13G · filed May 12, 2026 · COMMON STOCK
Dimensional Fund Advisors LP
SCHEDULE 13G · filed Oct 8, 2026 · Common Stock
Victory Capital Management, Inc.
SCHEDULE 13G · filed Jul 24, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What VRTS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Voting Interest Entity (VOE)
An entity · consolidated entity · owns, named in the 10-K filed Feb 27, 2026
Crescent Cove Advisors, LP
An investee · investee · invested in, named in the 10-K filed Feb 27, 2026
Keystone National Group
A company bought · acquisition · Nov 2025 · owns, named in the 10-K filed Feb 27, 2026
NFJ Investment Group
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
28 subsidiaries in 4 countries, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
15sales
3purchases
0sales on a scheduled plan
4people selling
$4.3Msold, in dollars
$500,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 26 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Angerthal Michael A | EVP, CFO & Treasurer | 7 | $2.5M | 0 | 0 | $0 |
| Fleming Susan S. | director | 5 | $1.0M | 0 | 0 | $0 |
| Mandinach Barry M. | EVP, Head of Distribution | 2 | $700,000 | 0 | 0 | $0 |
| Morris W Howard | director | 1 | $100,000 | 0 | 3 | $500,000 |