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, 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
- 195
- +18 vs. Q1 2021
- Shares held
- 6.38M
- +116.8K (+1.9%) vs. Q1 2021
- Total value
- $1.77B
- +$296.9M (+20.2%) vs. Q1 2021
- New holders
- 31
- 60 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 | $858.4M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.5M |
| Q3 2025 | 229 | $1.08B |
| Q2 2025 | 243 | $1.01B |
| Q1 2025 | 236 | $971.3M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.18B |
| Q2 2024 | 224 | $1.30B |
| Q1 2024 | 212 | $1.42B |
| Q4 2023 | 188 | $1.39B |
| Q3 2023 | 176 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.15B |
| Q4 2022 | 178 | $1.15B |
| Q3 2022 | 176 | $946.2M |
| Q2 2022 | 176 | $1.03B |
| Q1 2022 | 188 | $1.50B |
| Q4 2021 | 201 | $1.89B |
| Q3 2021 | 199 | $1.99B |
| Q2 2021 | 195 | $1.77B |
| Q1 2021 | 178 | $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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Berman Capital Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Jacobi Capital Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 11 | $3.00K | 0.00% | +2+22.2% | Added |
| First Horizon Advisors, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $4.00K | 0.00% | −3−17.6% | Reduced |
| Hartford Financial Management Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 27 | $7.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $8.00K | 0.00% | +2+7.1% | Added |
| Sageworth Trust Co | 40 | $11.0K | 0.00% | +40 | New |
| US Bancorp | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 56 | $16.0K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 62 | $17.0K | 0.00% | +62 | New |
| FFT Wealth Management LLC | 68 | $19.0K | 0.00% | +68 | New |
| Robeco Institutional Asset Management B.V. | 72 | $20.0K | 0.00% | −30−29.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 73 | $20.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 80 | $22.2K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $31.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 122 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 173 | $48.1K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 200 | $55.0K | 0.00% | +200 | New |
| Public Employees Retirement System of Ohio | 235 | $65.0K | 0.00% | −34−12.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 258 | $72.0K | 0.00% | +153+145.7% | Added |
| Captrust Financial Advisors | 262 | $73.0K | 0.00% | −8−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 303 | $85.0K | 0.00% | −501−62.3% | Reduced |
| FMR LLC | 312 | $87.0K | 0.00% | +13+4.3% | Added |
| Harvest Fund Management Co., Ltd | 347 | $96.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $115.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 449 | $125.0K | 0.00% | −3,735−89.3% | Reduced |
| The PNC Financial Services Group, Inc. | 454 | $126.0K | 0.00% | +19+4.4% | Added |
| New South Capital Management Inc | 12,026 | $143.0K | 0.00% | +21+0.2% | Added |
| Earnest Partners LLC | 531 | $147.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 575 | $160.0K | 0.01% | −18−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 588 | $162.0K | 0.00% | −427−42.1% | Reduced |
| Ameritas Investment Partners, Inc. | 593 | $165.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 630 | $175.0K | 0.00% | +630 | New |
| StoneX Group Inc. | 729 | $202.0K | 0.03% | +729 | New |
| Gyon Technologies Capital Management, LP | 745 | $207.0K | 0.07% | −424−36.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 750 | $208.0K | 0.02% | −2,397−76.2% | Reduced |
| Squarepoint Ops LLC | 753 | $209.0K | 0.00% | +753 | New |
| Quadrature Capital Ltd | 761 | $212.0K | 0.01% | +761 | New |
| Profund Advisors LLC | 786 | $218.0K | 0.01% | +786 | New |
| Mirabella Financial Services LLP | 796 | $222.0K | 0.04% | −8,923−91.8% | Reduced |
| C M Bidwell & Associates Ltd | 801 | $222.0K | 0.15% | −10−1.2% | Reduced |
| Martingale Asset Management L P | 801 | $223.0K | 0.00% | +801 | New |
| LPL Financial LLC | 810 | $225.0K | 0.00% | +810 | New |
| Envestnet Asset Management Inc | 853 | $237.0K | 0.00% | +853 | New |
| Everence Capital Management Inc | 920 | $256.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 969 | $269.0K | 0.00% | +969 | New |
| Two Sigma Advisers, LP | 1,000 | $278.0K | 0.00% | −400−28.6% | Reduced |
| Teacher Retirement System of Texas | 1,005 | $279.0K | 0.00% | +148+17.3% | Added |
| Mutual of America Capital Management LLC | 1,022 | $284.0K | 0.00% | +70+7.4% | Added |
| AMP Capital Investors Ltd | 1,055 | $293.0K | 0.00% | −865−45.1% | Reduced |
| Globeflex Capital L P | 1,081 | $300.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,164 | $323.0K | 0.00% | +1+0.1% | Added |
| HSBC Holdings PLC | 1,248 | $344.0K | 0.00% | +1,248 | New |
| Eqis Capital Management, Inc. | 1,247 | $346.0K | 0.03% | −1−0.1% | Reduced |
| Blueshift Asset Management, LLC | 1,275 | $354.0K | 0.02% | +250+24.4% | Added |
| State of Wisconsin Investment Board | 1,300 | $361.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 1,343 | $373.0K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,367 | $380.0K | 0.02% | −4−0.3% | Reduced |
| Equitable Trust Co | 1,462 | $406.0K | 0.03% | +128+9.6% | Added |
| Paloma Partners Management Co | 1,514 | $421.0K | 0.01% | +94+6.6% | Added |
| HM Payson & Co | 1,600 | $444.0K | 0.01% | −200−11.1% | Reduced |
| Guggenheim Capital LLC | 1,611 | $447.0K | 0.00% | +14+0.9% | Added |
| IndexIQ Advisors LLC | 1,718 | $477.0K | 0.02% | +37+2.2% | Added |
| Quantitative Systematic Strategies LLC | 1,870 | $519.0K | 0.18% | −4,068−68.5% | Reduced |
| Ellsworth Advisors, LLC | 1,913 | $531.0K | 0.26% | +110+6.1% | Added |
| Metropolitan Life Insurance Co | 2,032 | $564.4K | 0.01% | +131+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,044 | $568.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,069 | $575.0K | 0.00% | −147−6.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,077 | $577.0K | 0.00% | −591−22.2% | Reduced |
| ProShare Advisors LLC | 2,089 | $580.0K | 0.00% | −70−3.2% | Reduced |
| Jane Street Group, LLC | 2,221 | $617.0K | 0.00% | +2,221 | New |
| Crossmark Global Holdings, Inc. | 2,289 | $636.0K | 0.01% | −110−4.6% | Reduced |
| Bank of Montreal | 2,160 | $637.0K | 0.00% | +310+16.8% | Added |
| BNP Paribas Arbitrage, SA | 2,532 | $703.3K | 0.00% | −1,061−29.5% | Reduced |
| Meeder Asset Management Inc | 2,747 | $763.0K | 0.04% | −15−0.5% | Reduced |
| MetLife Investment Management | 2,751 | $764.1K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 2,844 | $790.0K | 0.00% | +784+38.1% | Added |
| Oregon Public Employees Retirement Fund | 2,907 | $807.0K | 0.01% | −74−2.5% | Reduced |
| Wakefield Asset Management LLLP | 3,198 | $888.0K | 0.34% | −422−11.7% | Reduced |
| Louisiana State Employees Retirement System | 3,200 | $889.0K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 3,575 | $993.0K | 0.01% | +3,575 | New |
| Amalgamated Bank | 3,901 | $1.08M | 0.01% | +3,901 | New |
| New York Life Investments Alternatives | 3,905 | $1.08M | 0.73% | +3,905 | New |
| Citigroup Inc | 4,042 | $1.12M | 0.00% | −402−9.0% | Reduced |