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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 2,907 | $807.0K | 0.01% | −74−2.5% | Reduced |
| Man Group plc | 2,844 | $790.0K | 0.00% | +784+38.1% | Added |
| MetLife Investment Management | 2,751 | $764.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,747 | $763.0K | 0.04% | −15−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,532 | $703.3K | 0.00% | −1,061−29.5% | Reduced |
| Bank of Montreal | 2,160 | $637.0K | 0.00% | +310+16.8% | Added |
| Crossmark Global Holdings, Inc. | 2,289 | $636.0K | 0.01% | −110−4.6% | Reduced |
| Jane Street Group, LLC | 2,221 | $617.0K | 0.00% | +2,221 | New |
| ProShare Advisors LLC | 2,089 | $580.0K | 0.00% | −70−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 2,077 | $577.0K | 0.00% | −591−22.2% | Reduced |
| Arizona State Retirement System | 2,069 | $575.0K | 0.00% | −147−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,044 | $568.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,032 | $564.4K | 0.01% | +131+6.9% | Added |
| Ellsworth Advisors, LLC | 1,913 | $531.0K | 0.26% | +110+6.1% | Added |
| Quantitative Systematic Strategies LLC | 1,870 | $519.0K | 0.18% | −4,068−68.5% | Reduced |
| IndexIQ Advisors LLC | 1,718 | $477.0K | 0.02% | +37+2.2% | Added |
| Guggenheim Capital LLC | 1,611 | $447.0K | 0.00% | +14+0.9% | Added |
| HM Payson & Co | 1,600 | $444.0K | 0.01% | −200−11.1% | Reduced |
| Paloma Partners Management Co | 1,514 | $421.0K | 0.01% | +94+6.6% | Added |
| Equitable Trust Co | 1,462 | $406.0K | 0.03% | +128+9.6% | Added |
| Gotham Asset Management, LLC | 1,367 | $380.0K | 0.02% | −4−0.3% | Reduced |
| Origin Asset Management LLP | 1,343 | $373.0K | 0.04% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,300 | $361.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,275 | $354.0K | 0.02% | +250+24.4% | Added |
| Eqis Capital Management, Inc. | 1,247 | $346.0K | 0.03% | −1−0.1% | Reduced |
| HSBC Holdings PLC | 1,248 | $344.0K | 0.00% | +1,248 | New |
| Advisors Asset Management, Inc. | 1,164 | $323.0K | 0.00% | +1+0.1% | Added |
| Globeflex Capital L P | 1,081 | $300.0K | 0.05% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 1,055 | $293.0K | 0.00% | −865−45.1% | Reduced |
| Mutual of America Capital Management LLC | 1,022 | $284.0K | 0.00% | +70+7.4% | Added |
| Teacher Retirement System of Texas | 1,005 | $279.0K | 0.00% | +148+17.3% | Added |
| Two Sigma Advisers, LP | 1,000 | $278.0K | 0.00% | −400−28.6% | Reduced |
| Qube Research & Technologies Ltd | 969 | $269.0K | 0.00% | +969 | New |
| Everence Capital Management Inc | 920 | $256.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 853 | $237.0K | 0.00% | +853 | New |
| LPL Financial LLC | 810 | $225.0K | 0.00% | +810 | New |
| Martingale Asset Management L P | 801 | $223.0K | 0.00% | +801 | 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 |
| Profund Advisors LLC | 786 | $218.0K | 0.01% | +786 | New |
| Quadrature Capital Ltd | 761 | $212.0K | 0.01% | +761 | New |
| Squarepoint Ops LLC | 753 | $209.0K | 0.00% | +753 | New |
| Dynamic Technology Lab Private Ltd | 750 | $208.0K | 0.02% | −2,397−76.2% | Reduced |
| Gyon Technologies Capital Management, LP | 745 | $207.0K | 0.07% | −424−36.3% | Reduced |
| StoneX Group Inc. | 729 | $202.0K | 0.03% | +729 | New |
| KBC Group NV | 630 | $175.0K | 0.00% | +630 | New |
| Ameritas Investment Partners, Inc. | 593 | $165.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 588 | $162.0K | 0.00% | −427−42.1% | Reduced |
| NEXT Financial Group, Inc | 575 | $160.0K | 0.01% | −18−3.0% | Reduced |
| Earnest Partners LLC | 531 | $147.0K | 0.00% | 00.0% | Unchanged |
| New South Capital Management Inc | 12,026 | $143.0K | 0.00% | +21+0.2% | Added |
| The PNC Financial Services Group, Inc. | 454 | $126.0K | 0.00% | +19+4.4% | Added |
| UBS Group AG | 449 | $125.0K | 0.00% | −3,735−89.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $115.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 347 | $96.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 312 | $87.0K | 0.00% | +13+4.3% | Added |
| Tower Research Capital LLC (TRC) | 303 | $85.0K | 0.00% | −501−62.3% | Reduced |
| Captrust Financial Advisors | 262 | $73.0K | 0.00% | −8−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 258 | $72.0K | 0.00% | +153+145.7% | Added |
| Public Employees Retirement System of Ohio | 235 | $65.0K | 0.00% | −34−12.6% | Reduced |
| Quantbot Technologies LP | 200 | $55.0K | 0.00% | +200 | New |
| Sutton Wealth Advisors Inc. | 173 | $48.1K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 122 | $33.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $31.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 100 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 80 | $22.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| FFT Wealth Management LLC | 68 | $19.0K | 0.00% | +68 | New |
| Plante Moran Financial Advisors, LLC | 62 | $17.0K | 0.00% | +62 | New |
| Federated Hermes, Inc. | 56 | $16.0K | 0.00% | +56 | New |
| Quadrant Capital Group LLC | 47 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $11.0K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 30 | $8.00K | 0.00% | +2+7.1% | Added |
| 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 |
| Signaturefd, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Harbour Investments, Inc. | 14 | $4.00K | 0.00% | −3−17.6% | Reduced |
| Hartford Financial Management Inc. | 14 | $4.00K | 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |