Security record · archived quarter
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
16Tracked holders
-3Δ holders
2.95MShares held
$559.66MReported value
+0New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -15.8% ·
share flow +2.5% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| 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 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passive) | 304.79K | +8.1% | $57.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passive) | 154.89K | -0.1% | $29.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passive) | 154.89K | -0.1% | $29.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fisher Asset Management ✦ | 62.71K | -0.1% | $11.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 46.06K | +574.8% | $8.75M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 38.75K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 38.75K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 37.74K | +220.5% | $7.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 35.70K | -9.0% | $6.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 35.70K | -9.0% | $6.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | Millennium Management ✦ | 30.38K | +206.6% | $5.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 5.88K | +15.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 5.88K | +15.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Marshall Wace ✦ | 2.69K | -70.2% | $510,991 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Marshall Wace ✦ | 2.69K | -70.2% | $510,991 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 2.53K | -65.0% | $480,586 | 0.0% | ▼ Trim | 6 | 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
| Norges Bank | $7.18M | was 0.0% |
| D. E. Shaw & Co. | $1.80M | was 0.0% |
| Point72 Asset Management | $670,491 | was 0.0% |
| Citadel Advisors | $421,755 | was 0.0% |
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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
Get this via the API