Virtus Investment Partners Inc

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Virtus Investment Partners Inc
TickerVRTS
CIK #0000883237
CUSIP92828Q109
SectorFinance - Investment Advice
Address100 Pearl Street 9th Floor, Hartford, CT 06103
Source [EDGAR]
CIK Filing 2011 - 2025
[0000883237] 10-K
[0000883237] 10-Q
[0000883237] 3
[0000883237] 4
[0000883237] 5
[0000883237] 8-K
[0000883237] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
T Rowe Price Investment Management Inc Virtus Investment Partners Inc [2024-02-14] 5.6
T Rowe Price Investment Management Inc Virtus Investment Partners Inc [2023-02-14] 6.0
BlackRock Inc Virtus Investment Partners Inc [2023-01-24] 16.5
BlackRock Inc Virtus Investment Partners Inc [2021-01-25] 16.0
Price T Rowe Associates Inc /MD/ Virtus Investment Partners Inc [2019-02-14] 5.4
Lazard Asset Management LLC Virtus Investment Partners Inc [2018-02-09] 7.83
Victory Capital Management Inc Virtus Investment Partners Inc [2017-02-10] 6.59
Dimensional Fund Advisors LP Virtus Investment Partners Inc [2017-02-09] 6.5
Brown Advisory Inc Virtus Investment Partners Inc [2016-08-10] 5.37
Vulcan Value Partners LLC Virtus Investment Partners Inc [2015-02-17] 5.67
Huber Capital Management LLC Virtus Investment Partners Inc [2015-02-12] 2.69
FMR LLC Virtus Investment Partners Inc [2015-01-12] 0.0
FMR LLC Virtus Investment Partners Inc [2014-02-14] 0.0
Wellington Management Co LLP Virtus Investment Partners Inc [2014-02-14] 7.25
Vanguard Group Inc Virtus Investment Partners Inc [2014-02-12] 5.98
Huber Capital Management LLC Virtus Investment Partners Inc [2014-02-10] 5.58
Huber Capital Management LLC Virtus Investment Partners Inc [2013-02-12] 6.2
BlackRock Inc Virtus Investment Partners Inc [2012-02-09] 5.31
BMO Financial Corp Virtus Investment Partners Inc [2012-01-17] 0.0
Form 3/4/5 Filer 2011 - 2025
Virtus Total Return Fund Inc.
Virtus Investment Partners Inc
Jones Melody L
Greig Paul G
Weisenseel John C
Bain Peter L
Fleming Susan S.
Morris W Howard
Holt Timothy A
Smirl Richard W
Purkalitis Andra C
Mandinach Barry M.
Lieberman Elizabeth A
Angerthal Michael A
Aylward George R
PENA Mardelle W
Zarrilli Stephen T
Hills Wendy J
Bradley William Patrick III
Waltman Francis G
Treanor Mark C
BAIO James R
Hooda Sheila
Flynn Mark S
Bank of Montreal /Can/
Roche Catherine Margaret
Coffey Diane M
Swan Edward M Jr
Cerutti Jeffrey
Roberston Russel C
Virtus Global Multi-Sector Income Fund
Sonoma Capital Management, LLC
Thorp Jeffrey
Sonoma Capital, LP
Sonoma Capital, LLC
BMO Financial Corp
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 979,957 999,565
Vanguard Group Inc [2025-06-30] SOLE 0 857,686
Charles Schwab Investment Management Inc [2025-06-30] SOLE 304,519 304,527
Dimensional Fund Advisors LP [2025-06-30] SOLE 272,517 282,667
State Street Corp [2025-06-30] DFND 262,707 281,916
Geode Capital Management LLC [2025-06-30] DFND 154,982 154,982
American Century Companies Inc [2025-06-30] DFND 125,962 125,962
WCM Investment Management LLC [2025-06-30] SOLE 121,971 125,078
Royal Bank of Canada [2025-06-30] DFND 5,259 110,925
Victory Capital Management Inc [2025-06-30] SOLE 92,045 109,555
Morgan Stanley [2025-06-30] DFND 103,688 107,326
JPMorgan Chase & Co [2025-06-30] DFND 94,417 104,320
Northern Trust Corp [2025-06-30] DFND 101,170 103,091
Brown Advisory Inc [2025-06-30] DFND 101,763 101,954
Bank of New York Mellon Corp [2025-06-30] DFND 85,339 90,416
Vulcan Value Partners LLC [2025-06-30] SOLE 86,440 86,440
Hotchkis & Wiley Capital Management LLC [2025-06-30] SOLE 60,770 73,170
AQR Capital Management LLC [2025-06-30] DFND 66,853 69,787
Glenmede Investment Management LP [2025-06-30] SOLE 64,527 64,655
Fisher Asset Management LLC [2025-06-30] DFND 8,790 62,790
Gator Capital Management LLC [2025-06-30] SOLE 59,700 60,710
Nuveen, LLC [2025-06-30] DFND 51,762 51,896
Norges Bank [2025-06-30] SOLE 39,563 39,563
Man Group plc [2025-06-30] DFND 33,521 36,577
Bank of America Corp /DE/ [2025-06-30] DFND 2,119 35,147
Goldman Sachs Group Inc [2025-06-30] DFND 32,880 32,889
Principal Financial Group Inc [2025-06-30] DFND 32,218 32,218
Qube Research & Technologies Ltd [2025-06-30] SOLE 32,177 32,177
First Trust Advisors LP [2025-06-30] SOLE 32,143 32,143
Jump Financial, LLC [2025-06-30] DFND 30,322 30,322
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