Virtus Investment Partners ownership update: State Street Corporation reported beneficial ownership of 438,734 shares of common stock, representing 6.6% of the class as of 03/31/2026. The filing lists shared voting power of 419,305 shares and shared dispositive power of 438,734 shares. The Schedule 13G names several State Street advisory subsidiaries as holders and is signed by State Street's Senior Vice President and Chief Accounting Officer on 05/12/2026.
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Insights
State Street holds a passive stake of 6.6% in Virtus as reported on the Schedule 13G.
State Street Corporation reports 438,734 shares beneficially owned (6.6%) as of 03/31/2026, with shared voting power of 419,305 and shared dispositive power of 438,734. The filing identifies multiple State Street advisory subsidiaries as the acquiring entities.
Ownership is reported on a Schedule 13G, which traditionally indicates a passive investor classification. Subsequent filings may show changes in status or holdings; the signature date is 05/12/2026.
Key Figures
Reporting date:03/31/2026Shares beneficially owned:438,734 sharesPercent of class:6.6%+3 more
6 metrics
Reporting date03/31/2026Beneficial ownership as of this date
Shares beneficially owned438,734 sharesAmount reported by State Street Corporation
Percent of class6.6%Percent of Virtus common stock reported
Shared voting power419,305 sharesShared power to vote as reported
Shared dispositive power438,734 sharesShared power to dispose as reported
Signature date05/12/2026Date the Schedule 13G was signed
"The filing is identified as a Schedule 13G reporting beneficial ownership"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially ownedfinancial
"Item 4 shows 'Amount beneficially owned: 438734.00' as the reported metric"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive powerregulatory
"Item 4 lists 'Shared power to dispose' of 438,734 shares"
Investment adviser subsidiariesother
"Filing names 'SSGA Funds Management, Inc.' and other advisory entities as holders"
What stake does State Street hold in Virtus Investment Partners (VRTS)?
State Street reported beneficial ownership of 438,734 shares, equal to 6.6% of Virtus common stock as of 03/31/2026. The filing lists shared voting power of 419,305 shares and shared dispositive power of 438,734 shares.
What filing did State Street use to report its Virtus holdings?
State Street filed a Schedule 13G to report this position, which is a passive investor disclosure. The Schedule 13G names State Street advisory subsidiaries as the entities holding the securities.
Which State Street entities are identified as holders of VRTS shares?
The filing identifies several State Street affiliates, including SSGA Funds Management, Inc., State Street Global Advisors Europe Limited, and others as the subsidiaries holding the shares on behalf of clients or funds.
When was the Schedule 13G signed and who signed it?
The Schedule 13G was signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, on 05/12/2026, certifying the reported ownership as of 03/31/2026.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
VIRTUS INVESTMENT PARTNERS INC
(Name of Issuer)
COMMON STOCK
(Title of Class of Securities)
92828Q109
(CUSIP Number)
03/31/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
92828Q109
1
Names of Reporting Persons
STATE STREET CORPORATION
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
419,305.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
438,734.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
438,734.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.6 %
12
Type of Reporting Person (See Instructions)
HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
VIRTUS INVESTMENT PARTNERS INC
(b)
Address of issuer's principal executive offices:
100 PEARL STREET 9TH FLOOR, HARTFORD, CONNECTICUT, 06103
Item 2.
(a)
Name of person filing:
STATE STREET CORPORATION;
(b)
Address or principal business office or, if none, residence:
ONE CONGRESS STREET, SUITE 1, BOSTON MA 02114, UNITED STATES
(c)
Citizenship:
MA
(d)
Title of class of securities:
COMMON STOCK
(e)
CUSIP Number(s):
92828Q109
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
438734.00
(b)
Percent of class:
6.6 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
0
(ii) Shared power to vote or to direct the vote:
419,305
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
438,734
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
NOT APPLICABLE
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
SSGA FUNDS MANAGEMENT, INC. (IA);STATE STREET GLOBAL ADVISORS EUROPE LIMITED (IA);STATE STREET GLOBAL ADVISORS LIMITED (IA);STATE STREET GLOBAL ADVISORS TRUST COMPANY (IA);STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED (IA);STATE STREET GLOBAL ADVISORS, LTD. (IA);
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
NOT APPLICABLE
Item 9.
Notice of Dissolution of Group.
Notice of dissolution of a group may be furnished as an exhibit stating the date of the dissolution and that all further filings with respect to transactions in the security reported on will be filed, if required, by members of the group, in their individual capacity. See Item 5.
NOT APPLICABLE
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
