MORGAN STANLEY

Position in VRTS — Virtus Investment Partners, Inc.

CIK 895421 NEW YORK, NY

Back to VRTS Full portfolio

Position in VRTS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$12,905,119

+$522,037 QoQ

Shares Held

96,056

+26.6% QoQ

Ownership

1.44%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in VRTS Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $24,819,203,406 across 477 Asset Management names. VRTS ranks #207 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	32,494,438	$3,736,535,415
2	BLK	BlackRock, Inc.	3,437,546	$3,305,922,353
3	APO	Apollo Global Management, Inc.	8,829,846	$983,821,436
4	AMP	Ameriprise Financial Inc	2,009,741	$893,128,894
5	KKR	KKR & Co. Inc.	8,473,653	$783,812,898
6	STT	State Street Corp	4,953,857	$626,960,134
7	CG	Carlyle Group Inc.	10,172,445	$492,244,607
8	AMG	Affiliated Managers Group, Inc.	1,732,512	$479,386,064

All Filings in VRTS

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,905,119	96,056	+26.6%	Shares	Defined	2026-05-15
2025-12-31	$12,383,082	75,900	-19.5%	Shares	Defined	2026-05-27
2025-09-30	$17,925,336	94,329	-12.1%	Shares	Defined	2026-05-27
2025-06-30	$19,468,933	107,326	+17.0%	Shares	Defined	2025-08-15
2025-03-31	$15,805,409	91,700	-11.0%	Shares	Defined	2025-05-15
2024-12-31	$22,730,985	103,051	-22.8%	Shares	Defined	2025-05-15
2024-09-30	$27,964,714	133,515	+38.6%	Shares	Defined	2025-05-14
2024-06-30	$21,756,125	96,330	-7.1%	Shares	Defined	2025-05-14
2024-03-31	$25,709,568	103,676	+24.4%	Shares	Defined	2024-10-17
2023-12-31	$20,154,075	83,364	+13.8%	Shares	Defined	2024-08-16
2023-09-30	$14,793,945	73,241	+18.2%	Shares	Defined	2023-11-15
2023-06-30	$12,239,779	61,983	+0.4%	Shares	Defined	2023-08-14
2023-03-31	$11,757,149	61,753	-4.1%	Shares	Defined	2023-05-15
2022-12-31	$12,324,902	64,380	-0.8%	Shares	Defined	2023-02-14
2022-09-30	$10,354,600	64,911	-9.5%	Shares	Defined	2022-11-14
2022-06-30	$12,267,432	71,731	+38.2%	Shares	Defined	2022-10-27
2022-03-31	$12,455,957	51,902	-36.4%	Shares	Defined	2022-10-27
2021-12-31	$24,228,204	81,549	+38.7%	Shares	Defined	2022-02-14
2021-09-30	$18,246,812	58,800	+32.1%	Shares	Defined	2021-11-15
2021-06-30	$12,366,039	44,519	+5.6%	Shares	Defined	2021-08-23
2021-03-31	$9,926,558	42,151	+14.7%	Shares	Defined	2021-05-17
2020-12-31	$7,975,184	36,752	+43.1%	Shares	Defined	2021-02-16
2020-09-30	$3,559,698	25,674	+7.4%	Shares	Defined	2020-11-13
2020-06-30	$2,780,840	23,913	-68.2%	Shares	Defined	2020-08-14
2020-03-31	$5,716,390	75,107	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.