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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 $858.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2021. 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
178
No complete 13F data for Q4 2020
Shares held
6.30M
No complete 13F data for Q4 2020
Total value
$1.48B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 178 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ1 2021: $1.48B
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$1.48B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding VRTS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,276,141$300.5M0.01%––
Vanguard Group Inc795,951$187.4M0.01%––
Price T Rowe Associates Inc524,838$123.6M0.01%––
Dimensional Fund Advisors LP342,496$80.7M0.03%––
Vulcan Value Partners, LLC278,640$65.6M0.39%––
State Street Corp231,086$54.4M0.00%––
Bank of America Corp229,745$54.1M0.01%––
Schonfeld Strategic Advisors LLC172,659$40.7M0.54%––
Millennium Management LLC165,558$39.0M0.05%––
Brown Advisory Inc157,026$37.0M0.06%––
Royal Bank of Canada130,124$30.6M0.01%––
Geode Capital Management, LLC123,970$29.2M0.00%––
WCM Investment Management, LLC113,639$26.8M0.07%––
Northern Trust Corp108,354$25.5M0.00%––
JPMorgan Chase & Co103,625$24.4M0.00%––
Bank of New York Mellon Corp86,990$20.5M0.00%––
Norges Bank82,394$19.4M0.00%––
Charles Schwab Investment Management Inc71,095$16.7M0.01%––
Goldman Sachs Group Inc66,472$15.7M0.00%––
Principal Financial Group Inc58,282$13.7M0.01%––
Newtyn Management, LLC50,000$11.8M3.18%––
Epoch Investment Partners, Inc.47,123$11.1M0.05%––
Nuveen Asset Management, LLC46,263$10.9M0.00%––
AWH Capital, L.P.45,675$10.8M10.58%––
ClariVest Asset Management LLC45,337$10.7M0.38%––
Balyasny Asset Management LLC43,724$10.3M0.06%––
Morgan Stanley42,151$9.93M0.00%––
Amundi Asset Management US, Inc.35,371$8.33M0.01%––
Ameriprise Financial Inc33,084$7.79M0.00%––
Rhumbline Advisers26,107$6.15M0.01%––
Russell Investments Group, Ltd.25,485$6.00M0.01%––
Point72 Europe (London) LLP25,193$5.93M4.81%––
Invesco Ltd.24,986$5.88M0.00%––
Parametric Portfolio Associates LLC24,525$5.78M0.00%––
Philadelphia Financial Management of San Francisco, LLC22,860$5.38M1.63%––
Legal & General Group Plc22,816$5.37M0.00%––
Brandywine Global Investment Management, LLC22,310$5.25M0.04%––
Citadel Advisors LLC22,066$5.20M0.01%––
First Trust Advisors LP21,737$5.12M0.01%––
Interval Partners, LP21,267$5.01M0.33%––
Arrowstreet Capital, Limited Partnership20,956$4.93M0.01%––
Gillson Capital LP19,116$4.50M0.38%––
Acadian Asset Management LLC18,491$4.36M0.02%––
Prudential Financial Inc18,363$4.33M0.01%––
Swiss National Bank17,400$4.10M0.00%––
Schroder Investment Management Group16,303$3.84M0.01%––
California Public Employees Retirement System15,100$3.56M0.00%––
Public Sector Pension Investment Board14,751$3.47M0.02%––
Wells Fargo & Company12,710$2.99M0.00%––
SG Americas Securities, LLC12,591$2.96M0.02%––
Zacks Investment Management12,522$2.95M0.05%––
Clark Capital Management Group, Inc.12,168$2.87M0.04%––
American Century Companies Inc11,519$2.71M0.00%––
California State Teachers Retirement System10,993$2.59M0.00%––
Alliancebernstein L.P.10,726$2.53M0.00%––
Huber Capital Management LLC10,431$2.46M0.66%––
Barclays PLC10,117$2.38M0.00%––
BlueMar Capital Management, LLC10,043$2.37M0.51%––
Mirabella Financial Services LLP9,719$2.29M0.72%––
AQR Capital Management LLC9,417$2.22M0.00%––
Ensign Peak Advisors, Inc8,002$1.88M0.00%––
Comerica Bank7,198$1.85M0.01%––
Full18 Capital LLC7,977$1.68M0.82%––
Susquehanna Fundamental Investments, LLC7,003$1.65M0.03%––
New York State Common Retirement Fund6,900$1.63M0.00%––
Credit Suisse AG6,777$1.60M0.00%––
SEI Investments Co6,288$1.48M0.00%––
New York State Teachers Retirement System6,249$1.47M0.00%––
Great West Life Assurance Co6,172$1.45M0.00%––
UBS Asset Management Americas Inc6,137$1.45M0.00%––
Santa Monica Partners LP6,076$1.43M0.92%––
Quantitative Systematic Strategies LLC5,938$1.40M0.22%––
Thrivent Financial for Lutherans5,856$1.38M0.00%––
Toth Financial Advisory Corp5,545$1.31M0.21%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,498$1.29M0.02%––
Victory Capital Management Inc5,478$1.29M0.00%––
Texas Permanent School Fund5,326$1.25M0.02%––
Hillsdale Investment Management Inc.5,300$1.25M0.10%––
Deutsche Bank AG5,217$1.23M0.00%––
Virginia Retirement Systems Et Al5,000$1.18M0.01%––
State of Tennessee, Treasury Department4,903$1.15M0.00%––
Allianz Asset Management GmbH4,879$1.15M0.00%––
American International Group, Inc.4,842$1.14M0.00%––
State of Alaska, Department of Revenue4,824$1.14M0.01%––
Two Sigma Investments, LP4,500$1.06M0.00%––
Citigroup Inc4,444$1.05M0.00%––
UBS Group AG4,184$986.0K0.00%––
Voya Investment Management LLC4,161$980.0K0.00%––
Manufacturers Life Insurance Company, The4,029$949.0K0.00%––
Wakefield Asset Management LLLP3,620$853.0K0.34%––
BNP Paribas Arbitrage, SA3,593$846.2K0.00%––
Louisiana State Employees Retirement System3,200$754.0K0.02%––
Dynamic Technology Lab Private Ltd3,147$741.0K0.08%––
Oregon Public Employees Retirement Fund2,981$702.0K0.01%––
Meeder Asset Management Inc2,762$650.0K0.03%––
MetLife Investment Management2,751$647.9K0.01%––
D. E. Shaw & Co., Inc.2,668$628.0K0.00%––
Voloridge Investment Management, LLC2,533$597.0K0.00%––
Crossmark Global Holdings, Inc.2,399$565.0K0.01%––
ExodusPoint Capital Management, LP2,362$556.0K0.01%––