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, Q3 2021
Institutional positions in Virtus Investment Partners, Inc. as of Sep 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
- 199
- +4 vs. Q2 2021
- Shares held
- 6.41M
- +25.5K (+0.4%) vs. Q2 2021
- Total value
- $1.99B
- +$215.8M (+12.2%) vs. Q2 2021
- New holders
- 24
- 72 more added
- Sold out
- 20
- 68 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,180,735 | $366.4M | 0.01% | −40,157−3.3% | Reduced |
| Vanguard Group Inc | 835,775 | $259.4M | 0.01% | +13,288+1.6% | Added |
| Price T Rowe Associates Inc | 524,667 | $162.8M | 0.02% | −5,509−1.0% | Reduced |
| Bank of America Corp | 300,757 | $93.3M | 0.01% | −18,149−5.7% | Reduced |
| Vulcan Value Partners, LLC | 300,329 | $93.2M | 0.50% | +4,750+1.6% | Added |
| Dimensional Fund Advisors LP | 278,846 | $86.5M | 0.03% | −16,485−5.6% | Reduced |
| State Street Corp | 250,045 | $77.6M | 0.00% | +5,007+2.0% | Added |
| Brown Advisory Inc | 154,064 | $47.8M | 0.07% | −265−0.2% | Reduced |
| Royal Bank of Canada | 135,336 | $42.0M | 0.01% | +5,139+3.9% | Added |
| Geode Capital Management, LLC | 126,498 | $39.3M | 0.01% | −271−0.2% | Reduced |
| WCM Investment Management, LLC | 125,142 | $38.8M | 0.09% | +3,874+3.2% | Added |
| Northern Trust Corp | 109,909 | $34.1M | 0.01% | −1,799−1.6% | Reduced |
| Basswood Capital Management, L.L.C. | 105,444 | $32.7M | 1.33% | +18,984+22.0% | Added |
| Steamboat Capital Partners, LLC | 104,264 | $32.4M | 7.51% | +34,484+49.4% | Added |
| JPMorgan Chase & Co | 103,467 | $32.1M | 0.00% | +14,999+17.0% | Added |
| Goldman Sachs Group Inc | 98,553 | $30.6M | 0.01% | +2,194+2.3% | Added |
| Millennium Management LLC | 82,022 | $25.5M | 0.03% | −46,261−36.1% | Reduced |
| Charles Schwab Investment Management Inc | 73,907 | $22.9M | 0.01% | +2,779+3.9% | Added |
| Bank of New York Mellon Corp | 72,954 | $22.6M | 0.00% | +727+1.0% | Added |
| Norges Bank | 69,474 | $21.6M | 0.00% | −20,484−22.8% | Reduced |
| Principal Financial Group Inc | 63,510 | $19.7M | 0.01% | +101+0.2% | Added |
| Morgan Stanley | 58,800 | $18.2M | 0.00% | +14,281+32.1% | Added |
| Epoch Investment Partners, Inc. | 52,403 | $16.3M | 0.09% | +1,002+1.9% | Added |
| ExodusPoint Capital Management, LP | 45,057 | $14.0M | 0.21% | +1,689+3.9% | Added |
| FMR LLC | 44,052 | $13.7M | 0.00% | +43,740+14,019.2% | Added |
| Hillcrest Asset Management LLC | 41,083 | $12.7M | 1.82% | −1,695−4.0% | Reduced |
| AWH Capital, L.P. | 40,740 | $12.6M | 13.26% | −4,935−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 39,533 | $12.3M | 0.02% | +1,140+3.0% | Added |
| ClariVest Asset Management LLC | 37,639 | $11.7M | 0.38% | −2,942−7.2% | Reduced |
| Amundi | 37,171 | $11.5M | 0.01% | +1,800+5.1% | Added |
| Prudential Financial Inc | 36,553 | $11.3M | 0.02% | +5,895+19.2% | Added |
| Invesco Ltd. | 34,896 | $10.8M | 0.00% | +9,060+35.1% | Added |
| Ameriprise Financial Inc | 33,509 | $10.4M | 0.00% | +355+1.1% | Added |
| Parametric Portfolio Associates LLC | 33,479 | $10.4M | 0.01% | +943+2.9% | Added |
| Nuveen Asset Management, LLC | 23,484 | $7.29M | 0.00% | −2,701−10.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 23,202 | $7.20M | 2.29% | −2,520−9.8% | Reduced |
| Artemis Investment Management LLP | 21,366 | $6.63M | 0.05% | +21,366 | New |
| Russell Investments Group, Ltd. | 20,725 | $6.43M | 0.01% | −3,462−14.3% | Reduced |
| First Trust Advisors LP | 20,361 | $6.32M | 0.01% | +2,695+15.3% | Added |
| Newtyn Management, LLC | 20,000 | $6.21M | 1.66% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 19,916 | $6.18M | 0.05% | −1,641−7.6% | Reduced |
| Legal & General Group Plc | 19,854 | $6.16M | 0.00% | +1,528+8.3% | Added |
| Rhumbline Advisers | 19,569 | $6.07M | 0.01% | −2,703−12.1% | Reduced |
| Full18 Capital LLC | 18,907 | $5.87M | 2.36% | −24−0.1% | Reduced |
| Renaissance Technologies LLC | 17,229 | $5.35M | 0.01% | +17,229 | New |
| Swiss National Bank | 16,900 | $5.24M | 0.00% | +100+0.6% | Added |
| Balyasny Asset Management LLC | 16,611 | $5.16M | 0.02% | −7,493−31.1% | Reduced |
| Wells Fargo & Company | 16,133 | $5.01M | 0.00% | +3,673+29.5% | Added |
| IronBridge Private Wealth, LLC | 15,751 | $4.89M | 2.92% | +15,751 | New |
| Public Sector Pension Investment Board | 14,541 | $4.51M | 0.03% | −160−1.1% | Reduced |
| Point72 Europe (London) LLP | 13,928 | $4.32M | 2.52% | +2,535+22.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 13,560 | $4.21M | 0.01% | +13,560 | New |
| Comerica Bank | 13,266 | $4.14M | 0.02% | +6,517+96.6% | Added |
| Acadian Asset Management LLC | 12,837 | $3.98M | 0.02% | −1,066−7.7% | Reduced |
| Huber Capital Management LLC | 12,031 | $3.73M | 0.96% | +1,600+15.3% | Added |
| Zacks Investment Management | 11,473 | $3.56M | 0.06% | −333−2.8% | Reduced |
| Clark Capital Management Group, Inc. | 11,155 | $3.46M | 0.05% | −787−6.6% | Reduced |
| Alliancebernstein L.P. | 11,136 | $3.46M | 0.00% | −240−2.1% | Reduced |
| Schroder Investment Management Group | 10,995 | $3.41M | 0.01% | −14,355−56.6% | Reduced |
| Allianz Asset Management GmbH | 10,732 | $3.33M | 0.00% | +2,803+35.4% | Added |
| Schonfeld Strategic Advisors LLC | 10,645 | $3.30M | 0.04% | −43,200−80.2% | Reduced |
| Citadel Advisors LLC | 10,388 | $3.22M | 0.00% | +3,048+41.5% | Added |
| California State Teachers Retirement System | 10,200 | $3.17M | 0.00% | +134+1.3% | Added |
| Eaton Vance Management | 10,080 | $3.10M | 0.00% | +6+0.1% | Added |
| SEI Investments Co | 9,775 | $3.03M | 0.01% | +3,487+55.5% | Added |
| Boothbay Fund Management, LLC | 9,144 | $2.84M | 0.11% | +2,817+44.5% | Added |
| Quadrature Capital Ltd | 8,050 | $2.50M | 0.09% | +7,289+957.8% | Added |
| Ensign Peak Advisors, Inc | 8,002 | $2.48M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,899 | $2.45M | 0.00% | −1,667−17.4% | Reduced |
| UBS Asset Management Americas Inc | 7,529 | $2.34M | 0.00% | +850+12.7% | Added |
| Barclays PLC | 7,404 | $2.30M | 0.00% | +1,798+32.1% | Added |
| BNP Paribas Arbitrage, SA | 7,100 | $2.20M | 0.01% | +4,568+180.4% | Added |
| New York State Teachers Retirement System | 6,949 | $2.16M | 0.00% | +700+11.2% | Added |
| Raymond James & Associates | 6,677 | $2.07M | 0.00% | +1,679+33.6% | Added |
| Great West Life Assurance Co | 6,225 | $1.95M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 6,257 | $1.94M | 0.00% | −480−7.1% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.89M | 1.22% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 5,857 | $1.82M | 1.18% | +1,952+50.0% | Added |
| Thrivent Financial for Lutherans | 5,814 | $1.80M | 0.00% | −65−1.1% | Reduced |
| American Century Companies Inc | 5,692 | $1.77M | 0.00% | +532+10.3% | Added |
| Toth Financial Advisory Corp | 5,687 | $1.76M | 0.27% | +42+0.7% | Added |
| State of Tennessee, Treasury Department | 5,542 | $1.72M | 0.01% | +1,112+25.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,454 | $1.69M | 0.02% | −64−1.2% | Reduced |
| Voya Investment Management LLC | 5,422 | $1.68M | 0.00% | +46+0.9% | Added |
| Texas Permanent School Fund | 5,321 | $1.65M | 0.02% | −38−0.7% | Reduced |
| SG Americas Securities, LLC | 5,310 | $1.65M | 0.01% | +5,310 | New |
| New York State Common Retirement Fund | 5,260 | $1.63M | 0.00% | −1,098−17.3% | Reduced |
| State of Alaska, Department of Revenue | 5,252 | $1.63M | 0.02% | +278+5.6% | Added |
| Deutsche Bank AG | 5,073 | $1.57M | 0.00% | +8+0.2% | Added |
| Interval Partners, LP | 4,947 | $1.53M | 0.09% | −9,557−65.9% | Reduced |
| Citigroup Inc | 4,634 | $1.44M | 0.00% | +592+14.6% | Added |
| Bridgewater Advisors Inc. | 4,589 | $1.42M | 0.39% | +4,589 | New |
| American International Group, Inc. | 4,572 | $1.42M | 0.01% | −158−3.3% | Reduced |
| Cubist Systematic Strategies, LLC | 4,260 | $1.32M | 0.02% | +111+2.7% | Added |
| Hillsdale Investment Management Inc. | 4,100 | $1.27M | 0.10% | −500−10.9% | Reduced |
| Amalgamated Bank | 3,825 | $1.19M | 0.01% | −76−1.9% | Reduced |
| Mirabella Financial Services LLP | 3,779 | $1.17M | 0.15% | +2,983+374.7% | Added |
| Manufacturers Life Insurance Company, The | 3,624 | $1.13M | 0.00% | −422−10.4% | Reduced |
| Louisiana State Employees Retirement System | 3,500 | $1.09M | 0.03% | +300+9.4% | Added |
| Victory Capital Management Inc | 3,361 | $1.04M | 0.00% | −1,516−31.1% | Reduced |