Virtus Investment Partners (VRTS) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

VRTS ranks #2636 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

234 institutions disclose a position in VRTS, but none treat it as a major bet — even AWH Capital, L.P., its most concentrated holder, allocates just 2.4% of its own portfolio to it.

State Street has added to its VRTS position for two straight quarters, increasing it by $14.3M to reach $64.3M today.

Royal Bank Of Canada has trimmed its VRTS position for two straight quarters, cutting it by $14.3M while still holding $70.0K.

VRTS is down 1.3% today, but institutions show net buying of $219.7M this quarter — a divergence between today's price move and the underlying institutional flow.

VRTS posted net income of $116.0M over the trailing twelve months, and currently trades at a P/E of 9.9.

• Profitable — net income of $116.0M over the trailing twelve months
• Revenue declined 7.2% year over year
• Net income declined year over year, from $159.4M to $116.0M
• Operating cash flow was negative, using $67.2M in cash
• Liabilities run 3.48x equity — a highly leveraged balance sheet worth noting