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 2021
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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
- 194
- +18 vs. Q1 2021
- Shares held
- 6.37M
- +116.8K (+1.9%) vs. Q1 2021
- Total value
- $1.77B
- +$297.4M (+20.2%) vs. Q1 2021
- New holders
- 31
- 59 more added
- Sold out
- 13
- 64 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,220,892 | $339.1M | 0.01% | −55,249−4.3% | Reduced |
| Vanguard Group Inc | 822,487 | $228.5M | 0.01% | +26,536+3.3% | Added |
| Price T Rowe Associates Inc | 530,176 | $147.3M | 0.01% | +5,338+1.0% | Added |
| Bank of America Corp | 318,906 | $88.6M | 0.01% | +89,161+38.8% | Added |
| Vulcan Value Partners, LLC | 295,579 | $82.1M | 0.45% | +16,939+6.1% | Added |
| Dimensional Fund Advisors LP | 295,331 | $82.0M | 0.03% | −47,165−13.8% | Reduced |
| State Street Corp | 245,038 | $68.1M | 0.00% | +13,952+6.0% | Added |
| Brown Advisory Inc | 154,329 | $42.9M | 0.06% | −2,697−1.7% | Reduced |
| Royal Bank of Canada | 130,197 | $36.2M | 0.01% | +73+0.1% | Added |
| Millennium Management LLC | 128,283 | $35.6M | 0.05% | −37,275−22.5% | Reduced |
| Geode Capital Management, LLC | 126,769 | $35.2M | 0.00% | +2,799+2.3% | Added |
| WCM Investment Management, LLC | 121,268 | $33.7M | 0.09% | +7,629+6.7% | Added |
| Northern Trust Corp | 111,708 | $31.0M | 0.01% | +3,354+3.1% | Added |
| Goldman Sachs Group Inc | 96,359 | $26.8M | 0.01% | +29,887+45.0% | Added |
| Norges Bank | 89,958 | $25.0M | 0.01% | +7,564+9.2% | Added |
| JPMorgan Chase & Co | 88,468 | $24.6M | 0.00% | −15,157−14.6% | Reduced |
| Basswood Capital Management, L.L.C. | 86,460 | $24.0M | 1.00% | +86,460 | New |
| Bank of New York Mellon Corp | 72,227 | $20.1M | 0.00% | −14,763−17.0% | Reduced |
| Charles Schwab Investment Management Inc | 71,128 | $19.8M | 0.01% | +330.0% | Added |
| Steamboat Capital Partners, LLC | 69,780 | $19.4M | 5.00% | +69,780 | New |
| Principal Financial Group Inc | 63,409 | $17.6M | 0.01% | +5,127+8.8% | Added |
| Schonfeld Strategic Advisors LLC | 53,845 | $15.0M | 0.17% | −118,814−68.8% | Reduced |
| Epoch Investment Partners, Inc. | 51,401 | $14.3M | 0.08% | +4,278+9.1% | Added |
| AWH Capital, L.P. | 45,675 | $12.7M | 11.56% | 00.0% | Unchanged |
| Morgan Stanley | 44,519 | $12.4M | 0.00% | +2,368+5.6% | Added |
| ExodusPoint Capital Management, LP | 43,368 | $12.0M | 0.19% | +41,006+1,736.1% | Added |
| Hillcrest Asset Management LLC | 42,778 | $11.9M | 1.61% | +42,778 | New |
| ClariVest Asset Management LLC | 40,581 | $11.3M | 0.38% | −4,756−10.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 38,393 | $10.7M | 0.01% | +17,437+83.2% | Added |
| Amundi | 35,371 | $9.82M | 0.01% | +35,371 | New |
| Ameriprise Financial Inc | 33,154 | $9.21M | 0.00% | +70+0.2% | Added |
| Parametric Portfolio Associates LLC | 32,536 | $9.04M | 0.01% | +8,011+32.7% | Added |
| Prudential Financial Inc | 30,658 | $8.52M | 0.01% | +12,295+67.0% | Added |
| Nuveen Asset Management, LLC | 26,185 | $7.27M | 0.00% | −20,078−43.4% | Reduced |
| Invesco Ltd. | 25,836 | $7.18M | 0.00% | +850+3.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 25,722 | $7.14M | 2.13% | +2,862+12.5% | Added |
| Schroder Investment Management Group | 25,350 | $7.04M | 0.01% | +9,047+55.5% | Added |
| Russell Investments Group, Ltd. | 24,187 | $6.72M | 0.01% | −1,298−5.1% | Reduced |
| Balyasny Asset Management LLC | 24,104 | $6.70M | 0.04% | −19,620−44.9% | Reduced |
| Rhumbline Advisers | 22,272 | $6.19M | 0.01% | −3,835−14.7% | Reduced |
| Brandywine Global Investment Management, LLC | 21,557 | $5.99M | 0.04% | −753−3.4% | Reduced |
| Newtyn Management, LLC | 20,000 | $5.55M | 1.54% | −30,000−60.0% | Reduced |
| Full18 Capital LLC | 18,931 | $5.26M | 2.19% | +10,954+137.3% | Added |
| Legal & General Group Plc | 18,326 | $5.09M | 0.00% | −4,490−19.7% | Reduced |
| First Trust Advisors LP | 17,666 | $4.91M | 0.01% | −4,071−18.7% | Reduced |
| Swiss National Bank | 16,800 | $4.67M | 0.00% | −600−3.4% | Reduced |
| Public Sector Pension Investment Board | 14,701 | $4.08M | 0.03% | −50−0.3% | Reduced |
| Interval Partners, LP | 14,504 | $4.03M | 0.24% | −6,763−31.8% | Reduced |
| Acadian Asset Management LLC | 13,903 | $3.86M | 0.01% | −4,588−24.8% | Reduced |
| Wells Fargo & Company | 12,460 | $3.46M | 0.00% | −250−2.0% | Reduced |
| Clark Capital Management Group, Inc. | 11,942 | $3.32M | 0.05% | −226−1.9% | Reduced |
| Zacks Investment Management | 11,806 | $3.28M | 0.05% | −716−5.7% | Reduced |
| Point72 Europe (London) LLP | 11,393 | $3.17M | 2.19% | −13,800−54.8% | Reduced |
| Alliancebernstein L.P. | 11,376 | $3.16M | 0.00% | +650+6.1% | Added |
| Huber Capital Management LLC | 10,431 | $2.90M | 0.74% | 00.0% | Unchanged |
| Eaton Vance Management | 10,074 | $2.80M | 0.00% | +10,037+27,127.0% | Added |
| California State Teachers Retirement System | 10,066 | $2.80M | 0.00% | −927−8.4% | Reduced |
| AQR Capital Management LLC | 9,566 | $2.66M | 0.00% | +149+1.6% | Added |
| State of New Jersey Common Pension Fund D | 8,992 | $2.50M | 0.01% | +8,992 | New |
| BlueMar Capital Management, LLC | 8,910 | $2.48M | 0.58% | −1,133−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 8,002 | $2.22M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 7,929 | $2.20M | 0.00% | +3,050+62.5% | Added |
| Citadel Advisors LLC | 7,340 | $2.04M | 0.00% | −14,726−66.7% | Reduced |
| Comerica Bank | 6,749 | $2.02M | 0.01% | −449−6.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,178 | $1.97M | 0.04% | +328+17.7% | Added |
| Susquehanna Fundamental Investments, LLC | 7,003 | $1.95M | 0.04% | 00.0% | Unchanged |
| Credit Suisse AG | 6,737 | $1.87M | 0.00% | −40−0.6% | Reduced |
| UBS Asset Management Americas Inc | 6,679 | $1.86M | 0.00% | +542+8.8% | Added |
| AlphaCrest Capital Management LLC | 6,400 | $1.78M | 0.08% | +6,400 | New |
| New York State Common Retirement Fund | 6,358 | $1.77M | 0.00% | −542−7.9% | Reduced |
| Boothbay Fund Management, LLC | 6,327 | $1.76M | 0.07% | +6,327 | New |
| SEI Investments Co | 6,288 | $1.75M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,249 | $1.74M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,225 | $1.73M | 0.00% | +53+0.9% | Added |
| Santa Monica Partners LP | 6,076 | $1.69M | 1.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,879 | $1.63M | 0.00% | +23+0.4% | Added |
| Voloridge Investment Management, LLC | 5,754 | $1.60M | 0.01% | +3,221+127.2% | Added |
| Toth Financial Advisory Corp | 5,645 | $1.57M | 0.24% | +100+1.8% | Added |
| Barclays PLC | 5,606 | $1.56M | 0.00% | −4,511−44.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,518 | $1.53M | 0.02% | +20+0.4% | Added |
| Voya Investment Management LLC | 5,376 | $1.49M | 0.00% | +1,215+29.2% | Added |
| Texas Permanent School Fund | 5,359 | $1.49M | 0.02% | +33+0.6% | Added |
| Virginia Retirement Systems Et Al | 5,200 | $1.44M | 0.01% | +200+4.0% | Added |
| American Century Companies Inc | 5,160 | $1.43M | 0.00% | −6,359−55.2% | Reduced |
| Deutsche Bank AG | 5,065 | $1.41M | 0.00% | −152−2.9% | Reduced |
| Raymond James & Associates | 4,998 | $1.39M | 0.00% | +2,766+123.9% | Added |
| State of Alaska, Department of Revenue | 4,974 | $1.38M | 0.01% | +150+3.1% | Added |
| Susquehanna International Group, LLP | 4,904 | $1.36M | 0.00% | +4,904 | New |
| Victory Capital Management Inc | 4,877 | $1.35M | 0.00% | −601−11.0% | Reduced |
| American International Group, Inc. | 4,730 | $1.31M | 0.00% | −112−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 4,600 | $1.28M | 0.10% | −700−13.2% | Reduced |
| Lazard Asset Management LLC | 4,475 | $1.24M | 0.00% | +4,475 | New |
| State of Tennessee, Treasury Department | 4,430 | $1.23M | 0.00% | −473−9.6% | Reduced |
| Cubist Systematic Strategies, LLC | 4,149 | $1.15M | 0.01% | +3,667+760.8% | Added |
| Manufacturers Life Insurance Company, The | 4,046 | $1.12M | 0.00% | +17+0.4% | Added |
| Citigroup Inc | 4,042 | $1.12M | 0.00% | −402−9.0% | Reduced |
| New York Life Investments Alternatives | 3,905 | $1.08M | 0.73% | +3,905 | New |
| Amalgamated Bank | 3,901 | $1.08M | 0.01% | +3,901 | New |
| HRT Financial LP | 3,575 | $993.0K | 0.01% | +3,575 | New |
| Louisiana State Employees Retirement System | 3,200 | $889.0K | 0.02% | 00.0% | Unchanged |