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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
Texas Permanent School Fund5,326$1.25M0.02%––
Victory Capital Management Inc5,478$1.29M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys5,498$1.29M0.02%––
Toth Financial Advisory Corp5,545$1.31M0.21%––
Thrivent Financial for Lutherans5,856$1.38M0.00%––
Quantitative Systematic Strategies LLC5,938$1.40M0.22%––
Santa Monica Partners LP6,076$1.43M0.92%––
UBS Asset Management Americas Inc6,137$1.45M0.00%––
Great West Life Assurance Co6,172$1.45M0.00%––
New York State Teachers Retirement System6,249$1.47M0.00%––
SEI Investments Co6,288$1.48M0.00%––
Credit Suisse AG6,777$1.60M0.00%––
New York State Common Retirement Fund6,900$1.63M0.00%––
Susquehanna Fundamental Investments, LLC7,003$1.65M0.03%––
Full18 Capital LLC7,977$1.68M0.82%––
Comerica Bank7,198$1.85M0.01%––
Ensign Peak Advisors, Inc8,002$1.88M0.00%––
AQR Capital Management LLC9,417$2.22M0.00%––
Mirabella Financial Services LLP9,719$2.29M0.72%––
BlueMar Capital Management, LLC10,043$2.37M0.51%––
Barclays PLC10,117$2.38M0.00%––
Huber Capital Management LLC10,431$2.46M0.66%––
Alliancebernstein L.P.10,726$2.53M0.00%––
California State Teachers Retirement System10,993$2.59M0.00%––
American Century Companies Inc11,519$2.71M0.00%––
Clark Capital Management Group, Inc.12,168$2.87M0.04%––
Zacks Investment Management12,522$2.95M0.05%––
SG Americas Securities, LLC12,591$2.96M0.02%––
Wells Fargo & Company12,710$2.99M0.00%––
Public Sector Pension Investment Board14,751$3.47M0.02%––
California Public Employees Retirement System15,100$3.56M0.00%––
Schroder Investment Management Group16,303$3.84M0.01%––
Swiss National Bank17,400$4.10M0.00%––
Prudential Financial Inc18,363$4.33M0.01%––
Acadian Asset Management LLC18,491$4.36M0.02%––
Gillson Capital LP19,116$4.50M0.38%––
Arrowstreet Capital, Limited Partnership20,956$4.93M0.01%––
Interval Partners, LP21,267$5.01M0.33%––
First Trust Advisors LP21,737$5.12M0.01%––
Citadel Advisors LLC22,066$5.20M0.01%––
Brandywine Global Investment Management, LLC22,310$5.25M0.04%––
Legal & General Group Plc22,816$5.37M0.00%––
Philadelphia Financial Management of San Francisco, LLC22,860$5.38M1.63%––
Parametric Portfolio Associates LLC24,525$5.78M0.00%––
Invesco Ltd.24,986$5.88M0.00%––
Point72 Europe (London) LLP25,193$5.93M4.81%––
Russell Investments Group, Ltd.25,485$6.00M0.01%––
Rhumbline Advisers26,107$6.15M0.01%––
Ameriprise Financial Inc33,084$7.79M0.00%––
Amundi Asset Management US, Inc.35,371$8.33M0.01%––
Morgan Stanley42,151$9.93M0.00%––
Balyasny Asset Management LLC43,724$10.3M0.06%––
ClariVest Asset Management LLC45,337$10.7M0.38%––
AWH Capital, L.P.45,675$10.8M10.58%––
Nuveen Asset Management, LLC46,263$10.9M0.00%––
Epoch Investment Partners, Inc.47,123$11.1M0.05%––
Newtyn Management, LLC50,000$11.8M3.18%––
Principal Financial Group Inc58,282$13.7M0.01%––
Goldman Sachs Group Inc66,472$15.7M0.00%––
Charles Schwab Investment Management Inc71,095$16.7M0.01%––
Norges Bank82,394$19.4M0.00%––
Bank of New York Mellon Corp86,990$20.5M0.00%––
JPMorgan Chase & Co103,625$24.4M0.00%––
Northern Trust Corp108,354$25.5M0.00%––
WCM Investment Management, LLC113,639$26.8M0.07%––
Geode Capital Management, LLC123,970$29.2M0.00%––
Royal Bank of Canada130,124$30.6M0.01%––
Brown Advisory Inc157,026$37.0M0.06%––
Millennium Management LLC165,558$39.0M0.05%––
Schonfeld Strategic Advisors LLC172,659$40.7M0.54%––
Bank of America Corp229,745$54.1M0.01%––
State Street Corp231,086$54.4M0.00%––
Vulcan Value Partners, LLC278,640$65.6M0.39%––
Dimensional Fund Advisors LP342,496$80.7M0.03%––
Price T Rowe Associates Inc524,838$123.6M0.01%––
Vanguard Group Inc795,951$187.4M0.01%––
BlackRock Inc.1,276,141$300.5M0.01%––
Harel Insurance Investments & Financial Services Ltd.1,850––––