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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 4,046 | $1.12M | 0.00% | +17+0.4% | Added |
| Cubist Systematic Strategies, LLC | 4,149 | $1.15M | 0.01% | +3,667+760.8% | Added |
| State of Tennessee, Treasury Department | 4,430 | $1.23M | 0.00% | −473−9.6% | Reduced |
| Lazard Asset Management LLC | 4,475 | $1.24M | 0.00% | +4,475 | New |
| Hillsdale Investment Management Inc. | 4,600 | $1.28M | 0.10% | −700−13.2% | Reduced |
| American International Group, Inc. | 4,730 | $1.31M | 0.01% | −112−2.3% | Reduced |
| Victory Capital Management Inc | 4,877 | $1.35M | 0.00% | −601−11.0% | Reduced |
| Susquehanna International Group, LLP | 4,904 | $1.36M | 0.00% | +4,904 | New |
| State of Alaska, Department of Revenue | 4,974 | $1.38M | 0.01% | +150+3.1% | Added |
| Raymond James & Associates | 4,998 | $1.39M | 0.00% | +2,766+123.9% | Added |
| Deutsche Bank AG | 5,065 | $1.41M | 0.00% | −152−2.9% | Reduced |
| American Century Companies Inc | 5,160 | $1.43M | 0.00% | −6,359−55.2% | Reduced |
| Virginia Retirement Systems Et Al | 5,200 | $1.44M | 0.01% | +200+4.0% | Added |
| Texas Permanent School Fund | 5,359 | $1.49M | 0.02% | +33+0.6% | Added |
| Voya Investment Management LLC | 5,376 | $1.49M | 0.00% | +1,215+29.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,518 | $1.53M | 0.02% | +20+0.4% | Added |
| Barclays PLC | 5,606 | $1.56M | 0.00% | −4,511−44.6% | Reduced |
| Toth Financial Advisory Corp | 5,645 | $1.57M | 0.24% | +100+1.8% | Added |
| Voloridge Investment Management, LLC | 5,754 | $1.60M | 0.01% | +3,221+127.2% | Added |
| Thrivent Financial for Lutherans | 5,879 | $1.63M | 0.00% | +23+0.4% | Added |
| Santa Monica Partners LP | 6,076 | $1.69M | 1.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,225 | $1.73M | 0.00% | +53+0.9% | Added |
| New York State Teachers Retirement System | 6,249 | $1.74M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 6,288 | $1.75M | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,327 | $1.76M | 0.07% | +6,327 | New |
| New York State Common Retirement Fund | 6,358 | $1.77M | 0.00% | −542−7.9% | Reduced |
| AlphaCrest Capital Management LLC | 6,400 | $1.78M | 0.08% | +6,400 | New |
| UBS Asset Management Americas Inc | 6,679 | $1.86M | 0.00% | +542+8.8% | Added |
| Credit Suisse AG | 6,737 | $1.87M | 0.00% | −40−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,003 | $1.95M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 6,749 | $2.02M | 0.01% | −449−6.2% | Reduced |
| Citadel Advisors LLC | 7,340 | $2.04M | 0.00% | −14,726−66.7% | Reduced |
| Allianz Asset Management GmbH | 7,929 | $2.20M | 0.00% | +3,050+62.5% | Added |
| Ensign Peak Advisors, Inc | 8,002 | $2.22M | 0.00% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 8,910 | $2.48M | 0.58% | −1,133−11.3% | Reduced |
| State of New Jersey Common Pension Fund D | 8,992 | $2.50M | 0.01% | +8,992 | New |
| AQR Capital Management LLC | 9,566 | $2.66M | 0.00% | +149+1.6% | Added |
| California State Teachers Retirement System | 10,066 | $2.80M | 0.00% | −927−8.4% | Reduced |
| Eaton Vance Management | 10,074 | $2.80M | 0.00% | +10,037+27,127.0% | Added |
| Huber Capital Management LLC | 10,431 | $2.90M | 0.74% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,376 | $3.16M | 0.00% | +650+6.1% | Added |
| Point72 Europe (London) LLP | 11,393 | $3.17M | 2.19% | −13,800−54.8% | Reduced |
| Zacks Investment Management | 11,806 | $3.28M | 0.05% | −716−5.7% | Reduced |
| Clark Capital Management Group, Inc. | 11,942 | $3.32M | 0.05% | −226−1.9% | Reduced |
| Wells Fargo & Company | 12,460 | $3.46M | 0.00% | −250−2.0% | Reduced |
| Acadian Asset Management LLC | 13,903 | $3.86M | 0.01% | −4,588−24.8% | Reduced |
| Interval Partners, LP | 14,504 | $4.03M | 0.24% | −6,763−31.8% | Reduced |
| Public Sector Pension Investment Board | 14,701 | $4.08M | 0.03% | −50−0.3% | Reduced |
| Swiss National Bank | 16,800 | $4.67M | 0.00% | −600−3.4% | Reduced |
| First Trust Advisors LP | 17,666 | $4.91M | 0.01% | −4,071−18.7% | Reduced |
| Legal & General Group Plc | 18,326 | $5.09M | 0.00% | −4,490−19.7% | Reduced |
| Full18 Capital LLC | 18,931 | $5.26M | 2.19% | +10,954+137.3% | Added |
| Newtyn Management, LLC | 20,000 | $5.55M | 1.54% | −30,000−60.0% | Reduced |
| Brandywine Global Investment Management, LLC | 21,557 | $5.99M | 0.04% | −753−3.4% | Reduced |
| Rhumbline Advisers | 22,272 | $6.19M | 0.01% | −3,835−14.7% | Reduced |
| Balyasny Asset Management LLC | 24,104 | $6.70M | 0.04% | −19,620−44.9% | Reduced |
| Russell Investments Group, Ltd. | 24,187 | $6.72M | 0.01% | −1,298−5.1% | Reduced |
| Schroder Investment Management Group | 25,350 | $7.04M | 0.01% | +9,047+55.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 25,722 | $7.14M | 2.13% | +2,862+12.5% | Added |
| Invesco Ltd. | 25,836 | $7.18M | 0.00% | +850+3.4% | Added |
| Nuveen Asset Management, LLC | 26,185 | $7.27M | 0.00% | −20,078−43.4% | Reduced |
| Prudential Financial Inc | 30,658 | $8.52M | 0.01% | +12,295+67.0% | Added |
| Parametric Portfolio Associates LLC | 32,536 | $9.04M | 0.01% | +8,011+32.7% | Added |
| Ameriprise Financial Inc | 33,154 | $9.21M | 0.00% | +70+0.2% | Added |
| Amundi | 35,371 | $9.82M | 0.01% | +35,371 | New |
| Arrowstreet Capital, Limited Partnership | 38,393 | $10.7M | 0.01% | +17,437+83.2% | Added |
| ClariVest Asset Management LLC | 40,581 | $11.3M | 0.38% | −4,756−10.5% | Reduced |
| Hillcrest Asset Management LLC | 42,778 | $11.9M | 1.61% | +42,778 | New |
| ExodusPoint Capital Management, LP | 43,368 | $12.0M | 0.19% | +41,006+1,736.1% | Added |
| Morgan Stanley | 44,519 | $12.4M | 0.00% | +2,368+5.6% | Added |
| AWH Capital, L.P. | 45,675 | $12.7M | 11.56% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 51,401 | $14.3M | 0.08% | +4,278+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 53,845 | $15.0M | 0.17% | −118,814−68.8% | Reduced |
| Principal Financial Group Inc | 63,409 | $17.6M | 0.01% | +5,127+8.8% | Added |
| Steamboat Capital Partners, LLC | 69,780 | $19.4M | 5.00% | +69,780 | New |
| Charles Schwab Investment Management Inc | 71,128 | $19.8M | 0.01% | +330.0% | Added |
| Bank of New York Mellon Corp | 72,227 | $20.1M | 0.00% | −14,763−17.0% | Reduced |
| Basswood Capital Management, L.L.C. | 86,460 | $24.0M | 1.00% | +86,460 | New |
| JPMorgan Chase & Co | 88,468 | $24.6M | 0.00% | −15,157−14.6% | Reduced |
| Norges Bank | 89,958 | $25.0M | 0.01% | +7,564+9.2% | Added |
| Goldman Sachs Group Inc | 96,359 | $26.8M | 0.01% | +29,887+45.0% | Added |
| Northern Trust Corp | 111,708 | $31.0M | 0.01% | +3,354+3.1% | Added |
| WCM Investment Management, LLC | 121,268 | $33.7M | 0.09% | +7,629+6.7% | Added |
| Geode Capital Management, LLC | 126,769 | $35.2M | 0.00% | +2,799+2.3% | Added |
| Millennium Management LLC | 128,283 | $35.6M | 0.05% | −37,275−22.5% | Reduced |
| Royal Bank of Canada | 130,197 | $36.2M | 0.01% | +73+0.1% | Added |
| Brown Advisory Inc | 154,329 | $42.9M | 0.06% | −2,697−1.7% | Reduced |
| State Street Corp | 245,038 | $68.1M | 0.00% | +13,952+6.0% | Added |
| Dimensional Fund Advisors LP | 295,331 | $82.0M | 0.03% | −47,165−13.8% | Reduced |
| Vulcan Value Partners, LLC | 295,579 | $82.1M | 0.45% | +16,939+6.1% | Added |
| Bank of America Corp | 318,906 | $88.6M | 0.01% | +89,161+38.8% | Added |
| Price T Rowe Associates Inc | 530,176 | $147.3M | 0.01% | +5,338+1.0% | Added |
| Vanguard Group Inc | 822,487 | $228.5M | 0.01% | +26,536+3.3% | Added |
| BlackRock Inc. | 1,220,892 | $339.1M | 0.01% | −55,249−4.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,178 | – | – | +328+17.7% | Added |
| Gillson Capital LP | 0 | $0 | 0.00% | −19,116−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,591−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |