Virtus Investment Partners, Inc.
DE ˙ DB ˙ US92828Q1094
120,00 € ↓ -5,00 (-4,00%)
2026-06-04
CENA AKCJI
SecurityDE:VIP / Virtus Investment Partners, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership96,056 shares
Latest Disclosed Value $ 12,905,346
Morgan Stanley reports 26.56% increase in ownership of VIP / Virtus Investment Partners, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 96,056 shares of Virtus Investment Partners, Inc. (DE:VIP) valued at $10,854,328 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 75,900 shares of Virtus Investment Partners, Inc.. This represents a change in shares of 26.56% during the quarter. The current value of the position is $11,526,720 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 96,056 20,156 26.56 12,905 4.22 0.0008
2026-05-27 2025-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 75,900 -18,429 -19.54 12,383 -30.92 0.0007
2026-02-13 2025-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 75,900 -18,429 12,383 0.0007
2026-05-27 2025-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 94,329 -12,997 -12.11 17,926 -7.93 0.0011
2025-11-14 2025-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 94,329 -12,997 17,926 0.0011
2025-08-15 2025-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 107,326 15,626 17.04 19,469 23.18 0.0013
2025-05-15 2025-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 91,700 -11,351 -11.01 15,806 -30.47 0.0011
2025-05-15 2024-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 103,051 -30,464 -22.82 22,731 -18.71 0.0016
2025-02-14 2024-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 103,051 -30,464 22,731 0.0016
2025-05-14 2024-09-30 13F/A-2 VIRTUS INVT PARTNERS COM 92828Q109 133,515 37,185 38.60 27,965 28.53 0.0020
2025-02-14 2024-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 133,515 37,185 27,965 0.0020
2024-11-14 2024-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 133,515 37,185 27,965 0.0002
2025-05-14 2024-06-30 13F/A-2 VIRTUS INVT PARTNERS COM 92828Q109 96,330 -7,346 -7.09 21,756 -15.38 0.0017
2024-10-17 2024-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 96,330 -7,346 21,756 0.0017
2024-08-14 2024-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 96,330 -7,346 21,756 0.0017
2024-10-17 2024-03-31 13F/A-2 VIRTUS INVT PARTNERS COM 92828Q109 103,676 20,312 24.37 25,710 27.56 0.0021
2024-08-16 2024-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 103,676 20,312 25,710 0.0002
2024-05-15 2024-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 103,676 20,312 25,710 0.0021
2024-08-16 2023-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 83,364 10,123 13.82 20,154 36.23 0.0018
2024-02-13 2023-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 83,364 10,123 20,154 0.0018
2023-11-15 2023-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 73,241 11,258 18.16 14,794 20.87 0.0015
2023-08-14 2023-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 61,983 230 0.37 12,240 4.11 0.0012
2023-05-15 2023-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 61,753 -2,627 -4.08 11,757 -4.61 0.0013
2023-02-14 2022-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 64,380 -531 -0.82 12,325 19.02 0.0014
2022-11-14 2022-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 64,911 -6,820 -9.51 10,355 -15.59 0.0014
2022-10-27 2022-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 71,731 19,829 38.20 12,267 -1.51 0.0016
2022-08-15 2022-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 71,731 19,829 12,267 0.0003
2022-10-27 2022-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 51,902 -29,647 -36.35 12,455 -48.59 0.0017
2022-05-13 2022-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 51,902 -29,647 12,455 0.0017
2022-02-14 2021-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 81,549 22,749 38.69 24,228 32.78 0.0030
2021-11-15 2021-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 58,800 14,281 32.08 18,247 47.56 0.0025
2021-08-23 2021-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 44,519 2,368 5.62 12,366 24.58 0.0016
2021-08-16 2021-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 44,519 2,368 12,366 0.0003
2021-05-17 2021-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 42,151 5,399 14.69 9,926 24.46 0.0015
2021-02-16 2020-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 36,752 11,078 43.15 7,975 123.95 0.0012
2020-11-13 2020-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 25,674 1,761 7.36 3,561 28.09 0.0007
2020-08-14 2020-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 23,913 -51,194 -68.16 2,780 -51.36 0.0006
2020-05-26 2020-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 75,107 48,220 179.34 5,715 112.85 0.0016
2020-05-15 2020-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 75,107 48,220 5,715 439.0311
2020-02-14 2019-12-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,887 87 0.32 2,685 3.95 0.0006
2020-02-14 2019-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 45,068 20,712 5,485 0.0013
2019-11-14 2019-09-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,800 0 0.00 2,583 2.66 0.0007
2019-11-14 2019-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 24,356 -9,310 2,693 0.0007
2019-08-14 2019-06-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,800 -1 -0.00 2,516 7.98 0.0007
2019-08-14 2019-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 33,666 21,219 3,617 0.0010
2019-05-15 2019-03-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,801 1 0.00 2,330 14.22 0.0007
2019-05-15 2019-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 12,447 -1,974 1,215 0.0003
2019-02-14 2018-12-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,800 -150 -0.56 2,040 -22.73 0.0006
2019-02-14 2018-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 14,421 -10,048 1,145 0.0003
2019-04-23 2018-09-30 13F/A-2 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,950 -20,050 -42.66 2,640 -48.13 0.0007
2019-04-23 2018-09-30 13F/A-2 VIRTUS INVT PARTNERS COM 92828Q109 24,469 5,756 2,783 0.0007
2018-11-20 2018-09-30 13F/A-1 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,950 2,481 2,640 0.0007
2018-11-20 2018-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 24,469 -2,481 2,783 0.0007
2018-11-14 2018-09-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 26,950 8,237 2,640
2018-11-14 2018-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 24,469 -2,481 2,783
2019-04-23 2018-06-30 13F/A-1 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,000 0 0.00 5,090 1.80 0.0014
2019-04-23 2018-06-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 18,713 -16,463 2,394 0.0006
2018-08-14 2018-06-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,000 11,824 5,090
2018-08-14 2018-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 18,713 -28,287 2,394
2019-04-23 2018-03-31 13F/A-1 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,000 -76 -0.16 5,000 4.34 0.0014
2019-04-23 2018-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 35,176 -6,727 4,356 0.0012
2018-05-14 2018-03-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,000 5,097 5,000
2018-05-14 2018-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 35,176 -11,824 4,356
2019-04-23 2017-12-31 13F/A-1 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,076 276 0.59 4,792 -1.18 0.0013
2019-04-23 2017-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 41,903 15,072 4,821 0.0013
2018-02-14 2017-12-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 47,076 20,245 4,792
2018-02-14 2017-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 41,903 -5,173 4,821
2017-11-14 2017-09-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 46,800 0 0.00 4,849 2.95 0.0015
2017-11-14 2017-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 26,831 9,588 3,114 0.0009
2017-08-11 2017-06-30 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 46,800 -9,632 -17.07 4,710 -14.35 0.0014
2017-08-11 2017-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 17,243 8,420 1,914 0.0006
2017-05-22 2017-03-31 13F/A-1 VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 56,432 43,074 322.46 5,499 248.70 0.0017
2017-05-22 2017-03-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 8,823 -4,535 933 0.0003
2017-05-12 2017-03-31 13F VIRTUS INVT PARTNERS PFD CV SER D 92828Q208 56,432 5,499
2017-05-12 2017-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 8,823 933
2017-02-22 2016-12-31 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 13,358 11,861 792.32 1,577 972.79 0.0005
2017-02-13 2016-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 13,358 1,577
2016-11-10 2016-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 1,497 340 29.39 147 79.27 0.0001
2016-08-12 2016-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 1,157 -40,663 -97.23 82 -97.49 0.0000
2016-05-12 2016-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 41,820 -53,069 -55.93 3,266 -70.70 0.0013
2016-02-09 2015-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 94,889 89,305 1,599.30 11,145 1,886.63 0.0040
2016-02-08 2015-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 5,584 834 17.56 561 -10.81 0.0002
2015-11-09 2015-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 5,584 561
2015-08-12 2015-06-30 13F VIRTUS INVT PARTNERS COM 92828Q109 4,750 545 12.96 629 14.57 0.0002
2015-05-14 2015-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 4,205 -4,448 -51.40 549 -62.78 0.0002
2015-02-13 2014-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 8,653 -229 -2.58 1,475 -4.28 0.0005
2014-12-16 2014-09-30 13F/A-1 VIRTUS INVT PARTNERS COM 92828Q109 8,882 -17,958 -66.91 1,541 -66.85 0.0006
2014-11-14 2014-09-30 13F VIRTUS INVT PARTNERS COM 92828Q109 8,882 1,541
2014-05-13 2014-03-31 13F VIRTUS INVT PARTNERS COM 92828Q109 26,840 -8,064 -23.10 4,648 -33.43 0.0019
2014-02-13 2013-12-31 13F VIRTUS INVT PARTNERS COM 92828Q109 34,904 -5,094 -12.74 6,982 7.33 0.0030
2013-11-13 2013-09-30 13F VIRTUS INV PR COM 92828Q109 39,998 -3,207 -7.42 6,505 -14.59 0.0031
2013-08-08 2013-06-30 13F VIRTUS INV PR COM 92828Q109 43,205 43,205 7,616 0.0038
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.