Virtus Investment Partners
Runs affiliate-managed funds, separate accounts, and institutional strategies through multiple distribution channels.
$168.52
After-hours close+0.07 (+0.04%)
At close$168.45(+0.73%)
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Breakdown13F · Form 4
Institutions 109.55%Insiders 6.59%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 6.68M · Float 6.24M · 93.4% free float
Institutions13F, as of Jun 30, 2026
234 holders · 7.32M shares · 33 new positions · 125 increased · 58 reduced · 35 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.06M | 15.81% | +57.2K | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 450.1K | 6.74% | −34.8K | Aug 13, 2026 |
| State Street Corp | 448.3K | 6.71% | +9.6K | Aug 7, 2026 |
| Victory Capital Management Inc | 352.9K | 5.28% | +34.9K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 315.7K | 4.72% | +10.6K | Aug 11, 2026 |
| AQR Capital Management LLC | 286.6K | 4.29% | +154.4K | Aug 14, 2026 |
| Vanguard Capital Management LLC | 279.8K | 4.19% | −5.7K | Aug 13, 2026 |
| Sixth Street Partners Management Company, L.P. | 279.3K | 4.18% | +279.3Knew | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.00% | 969.1K | 13G | Jul 18, 2025 ↗ |
| Vanguard Portfolio Management | 7.32% | 490.5K | 13G | Apr 29, 2026 ↗ |
| State Street Corporation | 6.60% | 438.7K | 13G | May 12, 2026 ↗ |
| Victory Capital Management, Inc. | 5.03% | 336.0K | 13G | Jul 24, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| George R. Aylward | director, officer: Director, CEO and President | 278.7K | 4.17% | Mar 17, 2026 |
| Michael A. Angerthal | officer: EVP, CFO & Treasurer | 63.5K | 0.95% | Aug 4, 2026 |
| Timothy A. Holt | director | 33.2K | 0.50% | May 21, 2026 |
| Richard W. Smirl | officer: EVP & Chief Operating Officer | 12.0K | 0.18% | Mar 17, 2026 |
| Barry M. Mandinach | officer: EVP, Head of Distribution | 10.8K | 0.16% | Jun 17, 2026 |
| Susan S. Fleming | director | 10.4K | 0.15% | Feb 11, 2026 |
| Melody L. Jones | director | 9.7K | 0.15% | May 21, 2026 |
| W. Howard Morris | director | 5.2K | 0.08% | May 21, 2026 |
| Paul G. Greig | director | 5.0K | 0.07% | May 21, 2026 |
| Peter L. Bain | director | 4.8K | 0.07% | May 21, 2026 |
2 ten-percent owners hold 372.9K shares by Form 4, outside the officers-and-directors figure above · 20 people have not refiled in the last 18 months (1.58M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 3, 2026 | Michael A. Angerthalofficer: EVP, CFO & Treasurer | Sale · 7 lots | 14,975 | $167.34 | 63,461 |
| Jun 16, 2026 | Barry M. Mandinachofficer: EVP, Head of Distribution | Sale · 2 lots | 5,000 | $144.76 | 10,815 |
| Mar 12, 2026 | W. Howard Morrisdirector | Purchase · 3 lots | 4,050 | $129.47 | 6,307 |
| Feb 11, 2026 | Susan S. Flemingdirector | Sale · 3 lots | 3,322 | $142.31 | 10,355 |
| Dec 11, 2025 | Susan S. Flemingdirector | Sale · 2 lots | 2,959 | $168.29 | 13,677 |
CongressHouse and Senate disclosures
Not reported.