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VIRTUS INVSTMT (VRTS)
NYSE
$133.81+$1.03 (+0.77%)
Price as of Oct 02, 2026 4:00 PM EDT- $879.4MMarket Cap
- -24.88%1-Year Change
- Asset ManagementIndustry
VIRTUS INVSTMT (VRTS)
$133.81+$1.03 (+0.77%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 15.99% | 1.1M | +9,001 (+0.84%) | Dec 31, 2024 |
BLACKROCK INC. | 15.81% | 1.1M | -31,131 (-2.95%) | Jun 30, 2024 |
BLACKROCK, INC. | 15.81% | 1.1M | +57,246 (+5.42%) | Jun 30, 2026 |
VANGUARD GROUP INC | 12.54% | 837,779 | -8,736 (-1.04%) | Dec 31, 2025 |
VANGUARD PORTFOLIO MANAGEMENT LLC | 6.74% | 450,124 | -34,766 (-7.72%) | Jun 30, 2026 |
N/A | 6.74% | 450,124 | -34,766 (-7.72%) | Jun 30, 2026 |
STATE STREET CORP | 6.71% | 448,314 | +9,580 (+2.14%) | Jun 30, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
Natixis Funds Trust II | 16.76% | 1.1M | 0 (0.00%) | May 31, 2026 |
VANGUARD INDEX FUNDS | 7.64% | 510,787 | -10,662 (-2.09%) | Jun 30, 2026 |
SCHWAB STRATEGIC TRUST | 3.22% | 215,464 | -42,602 (-19.77%) | May 31, 2026 |
AMERICAN CENTURY ETF TRUST | 2.75% | 183,898 | +10,235 (+5.57%) | May 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 2.44% | 163,023 | +10,290 (+6.31%) | Jul 31, 2026 |
SPDR SERIES TRUST | 2.10% | 140,030 | 0 (0.00%) | Jul 31, 2026 |
Dimensional ETF Trust | 1.78% | 118,650 | +8,707 (+7.34%) | Jul 31, 2026 |
Current Ownership Distribution
- Institutions113.6M (69.91%)
- Mutual Funds47.8M (29.44%)
- Insiders1.1M (0.65%)
- Other0 (0.00%)
Insider Transactions
- 0.65% (1.1M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 3Number of InsiderSelling (last 12 months)
- $81.5MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
MORRIS W HOWARD | Sell | Sep 15, 2026 | $60,284.47 | 435 | $138.59 | 0 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $283,225.78 | 1,722 | $164.47 | 76,714 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $145,221.17 | 879 | $165.21 | 75,835 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $459,290.84 | 2,758 | $166.53 | 73,077 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $764,863.64 | 4,568 | $167.44 | 68,509 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $445,110.01 | 2,643 | $168.41 | 65,866 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $387,808.37 | 2,285 | $169.72 | 63,581 |
Angerthal Michael A EVP, CFO & Treasurer | Sell | Aug 03, 2026 | $20,434.82 | 120 | $170.29 | 63,461 |
Mandinach Barry M. EVP, Head of Distribution | Sell | Jun 16, 2026 | $651,195.00 | 4,500 | $144.71 | 11,315 |
Mandinach Barry M. EVP, Head of Distribution | Sell | Jun 16, 2026 | $72,625.00 | 500 | $145.25 | 10,815 |