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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | +2 | New |
| Ellevest, Inc. | 7 | $2.00K | 0.00% | −3−30.0% | Reduced |
| 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 |
| JNBA Financial Advisors | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9 | $3.00K | 0.00% | +9 | New |
| Hartford Financial Management Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 14 | $4.00K | 0.00% | +3+27.3% | Added |
| First Horizon Advisors, Inc. | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| Huntington National Bank | 12 | $4.00K | 0.00% | +12 | New |
| Kowal Investment Group, LLC | 13 | $4.00K | 0.00% | +13 | New |
| Signaturefd, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $7.00K | 0.00% | +9+64.3% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $9.00K | 0.00% | −34−54.8% | Reduced |
| Sageworth Trust Co | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 39 | $12.0K | 0.00% | +9+30.0% | Added |
| US Bancorp | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 47 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $25.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 100 | $31.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 116 | $36.0K | 0.00% | +116 | New |
| Rockefeller Capital Management L.P. | 122 | $37.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 165 | $51.0K | 0.00% | −284−63.3% | Reduced |
| Sutton Wealth Advisors Inc. | 173 | $53.7K | 0.02% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 200 | $62.0K | 0.03% | +200 | New |
| Public Employees Retirement System of Ohio | 217 | $67.0K | 0.00% | −18−7.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 258 | $80.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 270 | $84.0K | 0.00% | +8+3.1% | Added |
| Federated Hermes, Inc. | 318 | $99.0K | 0.00% | +262+467.9% | Added |
| Harvest Fund Management Co., Ltd | 347 | $107.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 404 | $126.0K | 0.00% | +331+453.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $128.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 435 | $135.0K | 0.00% | −19−4.2% | Reduced |
| New South Capital Management Inc | 12,113 | $143.0K | 0.00% | +87+0.7% | Added |
| Advisor Group Holdings, Inc. | 481 | $150.0K | 0.00% | −107−18.2% | Reduced |
| Tower Research Capital LLC (TRC) | 547 | $170.0K | 0.00% | +244+80.5% | Added |
| NEXT Financial Group, Inc | 553 | $172.0K | 0.01% | −22−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $174.0K | 0.01% | −33−5.6% | Reduced |
| KBC Group NV | 630 | $196.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 638 | $198.0K | 0.01% | −2,109−76.8% | Reduced |
| Gsa Capital Partners LLP | 657 | $204.0K | 0.02% | +657 | New |
| 6 Meridian | 665 | $206.0K | 0.02% | +665 | New |
| Lido Advisors, LLC | 676 | $209.0K | 0.00% | +676 | New |
| Profund Advisors LLC | 699 | $217.0K | 0.01% | −87−11.1% | Reduced |
| LPL Financial LLC | 738 | $229.0K | 0.00% | −72−8.9% | Reduced |
| StoneX Group Inc. | 759 | $236.0K | 0.03% | +30+4.1% | Added |
| C M Bidwell & Associates Ltd | 801 | $249.0K | 0.17% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 822 | $255.0K | 0.00% | −31−3.6% | Reduced |
| Everence Capital Management Inc | 920 | $285.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 927 | $288.0K | 0.00% | −684−42.5% | Reduced |
| Jane Street Group, LLC | 940 | $292.0K | 0.00% | −1,281−57.7% | Reduced |
| Mutual of America Capital Management LLC | 959 | $298.0K | 0.00% | −63−6.2% | Reduced |
| Globeflex Capital L P | 1,081 | $335.0K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,100 | $341.0K | 0.00% | −200−15.4% | Reduced |
| ProShare Advisors LLC | 1,121 | $348.0K | 0.00% | −968−46.3% | Reduced |
| Advisors Asset Management, Inc. | 1,155 | $358.0K | 0.01% | −9−0.8% | Reduced |
| Eqis Capital Management, Inc. | 1,192 | $370.0K | 0.03% | −55−4.4% | Reduced |
| Teacher Retirement System of Texas | 1,231 | $382.0K | 0.00% | +226+22.5% | Added |
| HSBC Holdings PLC | 1,269 | $397.0K | 0.00% | +21+1.7% | Added |
| Janus Henderson Group PLC | 1,295 | $402.0K | 0.00% | +1,295 | New |
| HM Payson & Co | 1,300 | $403.0K | 0.01% | −300−18.8% | Reduced |
| Gotham Asset Management, LLC | 1,331 | $413.0K | 0.02% | −36−2.6% | Reduced |
| Origin Asset Management LLP | 1,343 | $417.0K | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,444 | $448.0K | 0.03% | +1,444 | New |
| Man Group plc | 1,459 | $453.0K | 0.00% | −1,385−48.7% | Reduced |
| Equitable Trust Co | 1,483 | $460.0K | 0.03% | +21+1.4% | Added |
| Algert Global LLC | 1,819 | $564.0K | 0.08% | +1,819 | New |
| Metropolitan Life Insurance Co | 1,841 | $571.3K | 0.01% | −191−9.4% | Reduced |
| Yorktown Management & Research Co Inc | 1,850 | $574.0K | 0.43% | +1,850 | New |
| Cornercap Investment Counsel Inc | 1,904 | $591.0K | 0.07% | +1,904 | New |
| IndexIQ Advisors LLC | 1,909 | $592.0K | 0.02% | +191+11.1% | Added |
| Ellsworth Advisors, LLC | 1,927 | $598.0K | 0.27% | +14+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 1,969 | $611.0K | 0.01% | −5,034−71.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,044 | $634.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,084 | $647.0K | 0.01% | +15+0.7% | Added |
| Martingale Asset Management L P | 2,103 | $654.0K | 0.01% | +1,302+162.5% | Added |
| Crossmark Global Holdings, Inc. | 2,169 | $673.0K | 0.02% | −120−5.2% | Reduced |
| Blueshift Asset Management, LLC | 2,179 | $676.0K | 0.04% | +904+70.9% | Added |
| Exchange Traded Concepts, LLC | 2,360 | $732.0K | 0.02% | +2,360 | New |
| Bank of Montreal | 2,347 | $739.0K | 0.00% | +187+8.7% | Added |
| HRT Financial LP | 2,424 | $752.0K | 0.00% | −1,151−32.2% | Reduced |
| Franklin Resources Inc | 2,444 | $758.0K | 0.00% | +2,444 | New |
| MetLife Investment Management | 2,499 | $775.5K | 0.01% | −252−9.2% | Reduced |
| Maven Securities LTD | 2,700 | $838.0K | 0.10% | +2,700 | New |
| Maryland State Retirement & Pension System | 2,831 | $890.0K | 0.03% | +2,831 | New |
| Oregon Public Employees Retirement Fund | 2,907 | $902.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,000 | $931.0K | 0.01% | −2,200−42.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,050 | $946.0K | 0.02% | +872+40.0% | Added |
| Wakefield Asset Management LLLP | 3,087 | $958.0K | 0.36% | −111−3.5% | Reduced |
| BlueMar Capital Management, LLC | 3,220 | $999.0K | 0.26% | −5,690−63.9% | Reduced |
| Victory Capital Management Inc | 3,361 | $1.04M | 0.00% | −1,516−31.1% | Reduced |
| Louisiana State Employees Retirement System | 3,500 | $1.09M | 0.03% | +300+9.4% | Added |