Virtus Investment Partners, Inc.
VRTS- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000883237
In the last 90 days, Virtus Investment Partners, Inc. insiders filed 0 open-market purchases and 2 sales; 233 institutions reported holding it in 13F filings for Q2 2026, worth $861.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 233
- 0 vs. Q1 2026
- Shares held
- 6.01M
- +315.6K (+5.5%) vs. Q1 2026
- Total value
- $861.9M
- +$97.7M (+12.8%) vs. Q1 2026
- New holders
- 31
- 93 more added
- Sold out
- 31
- 58 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VRTS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 233 | $861.9M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.9M |
| Q3 2025 | 229 | $1.10B |
| Q2 2025 | 243 | $1.03B |
| Q1 2025 | 236 | $972.6M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.21B |
| Q2 2024 | 223 | $1.33B |
| Q1 2024 | 212 | $1.50B |
| Q4 2023 | 188 | $1.43B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.20B |
| Q4 2022 | 178 | $1.16B |
| Q3 2022 | 176 | $956.9M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.51B |
| Q4 2021 | 200 | $1.99B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,056,614 | $151.6M | 0.00% | +57,246+5.7% | Added |
| Vanguard Portfolio Management LLC | 450,124 | $64.6M | 0.00% | −34,766−7.2% | Reduced |
| State Street Corp | 448,314 | $64.3M | 0.00% | +9,580+2.2% | Added |
| Victory Capital Management Inc | 352,930 | $50.6M | 0.03% | +34,921+11.0% | Added |
| Dimensional Fund Advisors LP | 315,715 | $45.3M | 0.01% | +10,600+3.5% | Added |
| AQR Capital Management LLC | 286,625 | $41.1M | 0.01% | +154,351+116.7% | Added |
| Vanguard Capital Management LLC | 279,848 | $40.2M | 0.00% | −5,698−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 279,346 | $40.1M | 0.01% | +20,531+7.9% | Added |
| American Century Companies Inc | 195,363 | $28.0M | 0.01% | +6,550+3.5% | Added |
| Geode Capital Management, LLC | 165,425 | $23.7M | 0.00% | +6,200+3.9% | Added |
| JPMorgan Chase & Co | 142,881 | $20.6M | 0.00% | +50,419+54.5% | Added |
| Brown Advisory Inc | 109,414 | $15.7M | 0.02% | +5,548+5.3% | Added |
| Two Sigma Investments, LP | 107,942 | $15.5M | 0.01% | +21,389+24.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 97,582 | $14.0M | 0.04% | +1,010+1.0% | Added |
| Morgan Stanley | 89,042 | $12.8M | 0.00% | −7,014−7.3% | Reduced |
| Northern Trust Corp | 85,422 | $12.3M | 0.00% | +7,374+9.4% | Added |
| Glenmede Trust Co NA | 78,279 | $11.2M | 0.05% | +22,238+39.7% | Added |
| Algert Global LLC | 77,962 | $11.2M | 0.13% | +864+1.1% | Added |
| Nuveen, LLC | 75,847 | $10.9M | 0.00% | +40,482+114.5% | Added |
| Bank of New York Mellon Corp | 70,719 | $10.1M | 0.00% | +965+1.4% | Added |
| Zimmer Partners, LP | 50,708 | $7.28M | 0.17% | −33,413−39.7% | Reduced |
| AWH Capital, L.P. | 49,484 | $7.10M | 2.46% | +24,742+100.0% | Added |
| First Trust Advisors LP | 47,751 | $6.85M | 0.00% | −5,179−9.8% | Reduced |
| Millennium Management LLC | 46,179 | $6.63M | 0.00% | −12,809−21.7% | Reduced |
| Bessemer Group Inc | 42,919 | $6.16M | 0.01% | +42,824+45,077.9% | Added |
| Vanguard Fiduciary Trust Co | 41,736 | $5.99M | 0.00% | +960+2.4% | Added |
| Prudential Financial Inc | 40,071 | $5.75M | 0.01% | −7,255−15.3% | Reduced |
| FMR LLC | 38,268 | $5.49M | 0.00% | +24,151+171.1% | Added |
| Goldman Sachs Group Inc | 36,331 | $5.21M | 0.00% | −33,917−48.3% | Reduced |
| Bank of America Corp | 33,917 | $4.87M | 0.00% | +7,793+29.8% | Added |
| Principal Financial Group Inc | 30,360 | $4.36M | 0.00% | −497−1.6% | Reduced |
| Renaissance Technologies LLC | 28,429 | $4.08M | 0.01% | +1,200+4.4% | Added |
| Invesco Ltd. | 26,782 | $3.84M | 0.00% | −3,022−10.1% | Reduced |
| Creative Planning | 26,631 | $3.82M | 0.00% | +9,743+57.7% | Added |
| Citadel Advisors LLC | 24,024 | $3.45M | 0.00% | −17,934−42.7% | Reduced |
| Bridgeway Capital Management, LLC | 23,626 | $3.39M | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 22,680 | $3.25M | 0.02% | +9,495+72.0% | Added |
| Public Sector Pension Investment Board | 21,627 | $3.10M | 0.01% | −1,126−4.9% | Reduced |
| Ameriprise Financial Inc | 20,410 | $2.93M | 0.00% | −2,944−12.6% | Reduced |
| Rhumbline Advisers | 18,969 | $2.72M | 0.00% | −1,898−9.1% | Reduced |
| Captrust Financial Advisors | 17,804 | $2.55M | 0.00% | +2,101+13.4% | Added |
| SEI Investments Co | 17,415 | $2.50M | 0.00% | −13,548−43.8% | Reduced |
| Empowered Funds, LLC | 16,792 | $2.41M | 0.01% | +1,473+9.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,571 | $2.38M | 0.00% | −1,133−6.4% | Reduced |
| XTX Topco Ltd | 15,591 | $2.24M | 0.03% | +10,683+217.7% | Added |
| Huber Capital Management LLC | 15,468 | $2.22M | 0.33% | +2,900+23.1% | Added |
| Mariner, LLC | 14,181 | $2.04M | 0.00% | +9,529+204.8% | Added |
| Susquehanna Fundamental Investments, LLC | 14,095 | $2.02M | 0.04% | +10,147+257.0% | Added |
| UBS Group AG | 14,029 | $2.01M | 0.00% | +9,430+205.0% | Added |
| Legal & General Group Plc | 13,684 | $1.96M | 0.00% | −195−1.4% | Reduced |
| Price T Rowe Associates Inc | 12,908 | $1.85M | 0.00% | +1,183+10.1% | Added |
| Franklin Resources Inc | 12,733 | $1.83M | 0.00% | +242+1.9% | Added |
| Swiss National Bank | 12,600 | $1.81M | 0.00% | −100−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 12,533 | $1.80M | 0.02% | +12,533 | New |
| Arrowstreet Capital, Limited Partnership | 11,790 | $1.69M | 0.00% | −17,181−59.3% | Reduced |
| Villanova Investment Management Co LLC | 11,284 | $1.62M | 1.54% | +750+7.1% | Added |
| Cerity Partners LLC | 10,748 | $1.54M | 0.00% | +9,007+517.3% | Added |
| Exchange Traded Concepts, LLC | 10,339 | $1.48M | 0.01% | −1,497−12.6% | Reduced |
| Russell Investments Group, Ltd. | 9,967 | $1.43M | 0.00% | +2,620+35.7% | Added |
| Kennondale Capital Management LLC | 9,774 | $1.40M | 0.93% | 00.0% | Unchanged |
| Royce & Associates LP | 9,768 | $1.40M | 0.01% | +4,624+89.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,680 | $1.39M | 0.00% | +5,723+193.5% | Added |
| UBS Asset Management Americas Inc | 8,706 | $1.25M | 0.00% | −1,220−12.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,218 | $1.18M | 0.00% | +4,139+101.5% | Added |
| Mercer Global Advisors Inc | 8,064 | $1.16M | 0.00% | +6,232+340.2% | Added |
| Quadrature Capital Ltd | 7,583 | $1.09M | 0.01% | +1,058+16.2% | Added |
| Quinn Opportunity Partners LLC | 7,450 | $1.07M | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 7,431 | $1.07M | 0.00% | +1,331+21.8% | Added |
| Quantinno Capital Management LP | 7,412 | $1.06M | 0.00% | +3,773+103.7% | Added |
| Jump Financial, LLC | 7,200 | $1.03M | 0.01% | +1,150+19.0% | Added |
| Deutsche Bank AG | 7,147 | $1.03M | 0.00% | +1,081+17.8% | Added |
| Clayton Partners LLC | 7,000 | $1.00M | 0.66% | −3,000−30.0% | Reduced |
| Alliancebernstein L.P. | 7,470 | $1.00M | 0.00% | −91−1.2% | Reduced |
| Wells Fargo & Company | 6,588 | $945.3K | 0.00% | +3,937+148.5% | Added |
| Voya Investment Management LLC | 5,795 | $831.6K | 0.00% | +192+3.4% | Added |
| Great West Life Assurance Co | 5,796 | $831.0K | 0.00% | +29+0.5% | Added |
| Balyasny Asset Management LLC | 5,683 | $815.5K | 0.00% | +3,260+134.5% | Added |
| Vanguard Global Advisers, LLC | 5,634 | $808.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,531 | $793.7K | 0.02% | −2,530−31.4% | Reduced |
| New York State Teachers Retirement System | 5,271 | $756.0K | 0.00% | −191−3.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 5,249 | $753.2K | 0.00% | +805+18.1% | Added |
| Quantbot Technologies LP | 5,156 | $739.9K | 0.03% | −1,058−17.0% | Reduced |
| Squarepoint Ops LLC | 4,690 | $673.0K | 0.00% | −27,984−85.6% | Reduced |
| Lido Advisors, LLC | 4,412 | $633.1K | 0.00% | +4,412 | New |
| Allstate Corp | 4,304 | $617.6K | 0.01% | +4,304 | New |
| Vanguard Asset Management, Ltd | 4,195 | $602.0K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 4,125 | $592.0K | 0.00% | −112−2.6% | Reduced |
| HSBC Holdings PLC | 3,934 | $572.1K | 0.00% | +1,352+52.4% | Added |
| MetLife Investment Management | 3,750 | $538.1K | 0.00% | +116+3.2% | Added |
| Citigroup Inc | 3,726 | $534.7K | 0.00% | −1,502−28.7% | Reduced |
| Entropy Technologies, LP | 3,724 | $534.4K | 0.02% | +3,724 | New |
| Illinois Municipal Retirement Fund | 3,479 | $499.2K | 0.01% | +33+1.0% | Added |
| RSM US Wealth Management LLC | 3,290 | $472.1K | 0.01% | +849+34.8% | Added |
| Barclays PLC | 3,078 | $441.7K | 0.00% | −1,112−26.5% | Reduced |
| Jupiter Topco LLC | 3,054 | $438.5K | 0.00% | +3,054 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,944 | $422.5K | 0.00% | −62−2.1% | Reduced |
| Canada Pension Plan Investment Board | 2,900 | $416.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,853 | $409.4K | 0.10% | 00.0% | Unchanged |
| Caxton Associates LLP | 2,809 | $403.1K | 0.01% | +2,809 | New |
| Schonfeld Strategic Advisors LLC | 2,805 | $402.5K | 0.00% | +1,133+67.8% | Added |