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Equibles

FMR LLC

Position in VRTS — Virtus Investment Partners, Inc.

CIK 315066 BOSTON, MA
Back to VRTS Full portfolio

Position in VRTS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,491,458
+$3,594,840 QoQ
Shares Held
38,268
+171.1% QoQ
Ownership
0.578%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 234 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in VRTS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

FMR LLC holds $15,259,279,099 across 69 Asset Management names. VRTS ranks #33 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 24,220,604 $2,865,539,657
2 STT
State Street Corp
 13,911,287 $2,359,354,273
3 KKR
KKR & Co. Inc.
 21,566,484 $1,979,371,899
4 NTRS
Northern Trust Corp
 8,683,057 $1,509,462,628
5 BLK
BlackRock, Inc.
 1,429,854 $1,374,890,410
6 RJF
Raymond James Financial Inc
 4,404,819 $669,664,631
7 OWL
Blue Owl Capital Inc.
 67,704,044 $592,410,383
8 AMP
Ameriprise Financial Inc
 1,157,398 $530,967,905

All Filings in VRTS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,491,458 38,268
2026-03-31 $1,896,618 14,117
2025-12-31 $1,189,852 7,293
2025-09-30 $1,118,135 5,884
2025-06-30 $922,056 5,083
2025-03-31 $1,155,328 6,703
2024-12-31 $1,784,270 8,089
2024-09-30 $3,053,780 14,580
2024-06-30 $45,944,663 203,430
2024-03-31 $56,286,251 226,979
2023-12-31 $53,141,506 219,811
2023-09-30 $42,140,969 208,629
2023-06-30 $57,277,160 290,055
2023-03-31 $34,863,644 183,117
2022-12-31 $33,420,637 174,575
2022-09-30 $26,163,831 164,016
2022-06-30 $24,817,908 145,117
2022-03-31 $34,249,691 142,713
2021-12-31 $39,005,664 131,288
2021-09-30 $13,670,216 44,052
2021-06-30 $86,664 312
2021-03-31 $70,414 299
2020-12-31 $69,440 320
2020-09-30 $44,506 321
2020-06-30 $30,700 264
2020-03-31 $22,224 292