No share count in the company’s recent SEC filingsNo share count in the company’s recent SEC filings, so we show no figure rather than a guess. Shares outstanding from the company’s latest SEC filing (all share classes, each priced at its own close; ADRs converted to ADS) × last close from Tiingo. Updated daily.CIK 836412The SEC’s Central Index Key, the number it uses to identify every company and person that files.
Insider trades, 12 mo
—
No open-market trades
Congress trades, 24 mo
—
No disclosed trades
13F holders
…
Lobbying, 12 mo
—
No lobbying filings
Federal contracts, 12 mo
—
None matched
Ask your AI:
Latest 10-Q
What changed in Virtus Total Return Fund Inc.'s latest quarterly report, compared with the one before.
We have not read a recent 10-Q for this company yet.
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
Loading…
13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Loading…
Top 10 holders.Premium lists every holder, with CSV downloads.
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
Loading…
Lobbying
What Virtus Total Return Fund Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
Loading…
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
13F holders, Q3 2026Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
60
20 added · 13 trimmed
Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
No recent insider purchases or sales for this company.
13F holders
6.40M shares
60 funds report ZTR. Values checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
Q3 2026. 7 new, 20 added to, 13 trimmed, 39 exited since Q2 2026.
2 of these funds report values in thousands of dollars; their figures are shown in dollars.
Download CSVEvery fund that holds ZTR, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.
Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
No recent congressional trades for this company.
Lobbying
What Virtus Total Return Fund Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
No recent lobbying filings for this company.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
Funds holding the stock
Shares they report
Funds holding the stock by quarter
Q3 2016
41
—
5.10M
$61.5M
Q4 2016
42
+1
4.25M
$51.1M
Q1 2017
34
-8
1.95M
$22.9M
Q2 2017
32
-2
1.23M
$15.6M
Q3 2017
29
-3
1.03M
$13.6M
Q4 2017
33
+4
1.11M
$14.9M
Q1 2018
35
+2
1.15M
$12.6M
Q2 2018
29
-6
846,369
$9.5M
Q3 2018
38
+9
963,344
$12.3M
Q4 2018
38
0
981,067
$8.8M
Q1 2019
33
-5
747,250
$8.0M
Q2 2019
34
+1
1.33M
$15.4M
Q3 2019
34
0
1.41M
$15.5M
Q4 2019
61
+27
4.03M
$45.9M
Q1 2020
65
+4
4.23M
$30.5M
Q2 2020
63
-2
4.16M
$34.1M
Q3 2020
61
-2
4.27M
$33.4M
Q4 2020
68
+7
4.65M
$40.8M
Q1 2021
67
-1
4.46M
$41.0M
Q2 2021
57
-10
4.37M
$42.4M
Q3 2021
50
-7
4.31M
$40.1M
Q4 2021
56
+6
4.42M
$41.9M
Q1 2022
63
+7
4.99M
$48.7M
Q2 2022
61
-2
5.17M
$41.9M
Q3 2022
71
+10
19.88M
$123.9M
Q4 2022
71
0
20.58M
$138.4M
Q1 2023
76
+5
20.18M
$130.7M
Q2 2023
73
-3
19.33M
$117.5M
Q3 2023
84
+11
21.11M
$101.3M
Q4 2023
86
+2
26.12M
$144.5M
Q1 2024
81
-5
30.71M
$171.0M
Q2 2024
79
-2
17.98M
$98.0M
Q3 2024
80
+1
18.76M
$116.3M
Q4 2024
92
+12
19.82M
$116.2M
Q1 2025
89
-3
14.75M
$88.1M
Q2 2025
88
-1
15.28M
$95.2M
Q3 2025
84
-4
16.06M
$94.4M
Q4 2025
92
+8
10.75M
$67.7M
Q1 2026
91
-1
10.58M
$70.1M
Q2 2026
91
0
10.98M
$75.0M
Q3 2026
60
-31
6.40M
$38.7M
Each point is a quarter-end, from Q3 2016 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.
Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.
The history follows the company's current CUSIP number (92835W107). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q3 2016) can be later than the stock's first appearance in 13F reports.
Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.
A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.