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VRTS · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

VRTSV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • VRTS
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterVRTSV
Q3 20202 holders, $35m55 holders, $62.2bn
Q4 20201 holders, $30m52 holders, $67.1bn
Q1 20212 holders, $51m58 holders, $64.5bn
Q2 20212 holders, $27m52 holders, $69.3bn
Q3 20211 holders, $14m56 holders, $63.6bn
Q4 20212 holders, $23m47 holders, $58.0bn
Q1 20222 holders, $20m59 holders, $61.8bn
Q2 20224 holders, $26m57 holders, $55.2bn
Q3 20222 holders, $18m57 holders, $50.7bn
Q4 20221 holders, $28m54 holders, $59.4bn
Q1 20233 holders, $38m55 holders, $64.0bn
Q2 20232 holders, $35m54 holders, $65.2bn
Q3 20232 holders, $25m55 holders, $61.5bn
Q4 2023none listed holders, n.a.48 holders, $68.6bn
Q1 2024none listed holders, n.a.50 holders, $73.1bn
Q2 2024none listed holders, n.a.45 holders, $69.5bn
Q3 2024none listed holders, n.a.47 holders, $70.5bn
Q4 2024none listed holders, n.a.48 holders, $77.6bn
Q1 2025none listed holders, n.a.43 holders, $83.5bn
Q2 2025none listed holders, n.a.45 holders, $83.4bn
Q3 2025none listed holders, n.a.48 holders, $82.8bn
Q4 2025none listed holders, n.a.49 holders, $86.0bn
Q1 2026none listed holders, n.a.49 holders, $73.3bn
Q2 2026none listed holders, n.a.52 holders, $81.9bn
VRTS

Virtus Invt Partners Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
50
Reported value
$73.1bn
Buyers
17
Sellers
31

Breadth -14 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only VRTS (0)

None.

Only V (50)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, and 25 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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