VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | +1 | 4.87M | $698.68M | +5 | −4 |
| Q1 2026 | 83 | -5 | 4.56M | $611.96M | +5 | −10 |
| Q4 2025 | 88 | 0 | 4.99M | $814.45M | +1 | −1 |
| Q3 2025 | 16 | -3 | 2.95M | $559.66M | — | −4 |
| Q2 2025 | 17 | 0 | 2.59M | $469.01M | — | — |
| Q1 2025 | 14 | +1 | 805.44K | $138.83M | +1 | — |
| Q4 2024 | 13 | 0 | 769.91K | $169.84M | +1 | −1 |
| Q3 2024 | 12 | 0 | 505.50K | $105.88M | +1 | −1 |
| Q2 2024 | 12 | — | 500.24K | $112.99M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 150.51K | — | $34.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 150.51K | — | $34.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 82.26K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 82.26K | — | $18.58M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 67.74K | — | $15.30M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Norges Bank ✦ (passive) | 60.28K | — | $13.61M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 50.95K | — | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 50.95K | — | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 50.95K | — | $11.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 28.11K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 20.82K | — | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 16.27K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 16.27K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 10.03K | — | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 5.52K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 4.50K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 3.24K | — | $731,528 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 235 holders, 5.61M shares, $737.29M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.