Virtus Investment Partners, Inc.
Ownership
Ownership Structure
Who owns Virtus Investment Partners, Inc. (VRTS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 93.7% of the shares are freely tradable; institutional investors hold 90.2%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 15.09 | 999,368 | +1.8 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 7.32 | 484,890 | +0.0 | 03/31/2026 |
| State Street Corp | 6.62 | 438,734 | +43.2 | 03/31/2026 |
| Victory Capital Management Inc. | 5.33 | 352,930 | +11.0 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 4.77 | 315,715 | +3.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.31 | 285,546 | +0.0 | 03/31/2026 |
| Charles Schwab Investment Management Inc | 3.91 | 258,815 | -13.8 | 03/31/2026 |
| American Century Companies Inc | 2.95 | 195,363 | +3.5 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.77 | 382,162 | -0.4 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.03 | 200,836 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Angerthal Michael A | EVP, CFO & Treasurer | 63,461 | 8,154,739 $ | Aug 3, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Morris W Howard | Director | Sell | 435 | 138.59 | 60,284 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 120 | 170.29 | 20,435 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2,285 | 169.72 | 387,808 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2,643 | 168.41 | 445,110 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 4,568 | 167.44 | 764,864 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 2,758 | 166.53 | 459,291 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 879 | 165.21 | 145,221 |
| Aug 3, 2026 | Angerthal Michael A | EVP, CFO & Treasurer | Sell | 1,722 | 164.47 | 283,226 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.