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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 3,624 | $1.13M | 0.00% | −422−10.4% | Reduced |
| Mirabella Financial Services LLP | 3,779 | $1.17M | 0.15% | +2,983+374.7% | Added |
| Amalgamated Bank | 3,825 | $1.19M | 0.01% | −76−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 4,100 | $1.27M | 0.10% | −500−10.9% | Reduced |
| Cubist Systematic Strategies, LLC | 4,260 | $1.32M | 0.02% | +111+2.7% | Added |
| American International Group, Inc. | 4,572 | $1.42M | 0.01% | −158−3.3% | Reduced |
| Bridgewater Advisors Inc. | 4,589 | $1.42M | 0.39% | +4,589 | New |
| Citigroup Inc | 4,634 | $1.44M | 0.00% | +592+14.6% | Added |
| Interval Partners, LP | 4,947 | $1.53M | 0.09% | −9,557−65.9% | Reduced |
| Deutsche Bank AG | 5,073 | $1.57M | 0.00% | +8+0.2% | Added |
| State of Alaska, Department of Revenue | 5,252 | $1.63M | 0.02% | +278+5.6% | Added |
| New York State Common Retirement Fund | 5,260 | $1.63M | 0.00% | −1,098−17.3% | Reduced |
| SG Americas Securities, LLC | 5,310 | $1.65M | 0.01% | +5,310 | New |
| Texas Permanent School Fund | 5,321 | $1.65M | 0.02% | −38−0.7% | Reduced |
| Voya Investment Management LLC | 5,422 | $1.68M | 0.00% | +46+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,454 | $1.69M | 0.02% | −64−1.2% | Reduced |
| State of Tennessee, Treasury Department | 5,542 | $1.72M | 0.01% | +1,112+25.1% | Added |
| Toth Financial Advisory Corp | 5,687 | $1.76M | 0.27% | +42+0.7% | Added |
| American Century Companies Inc | 5,692 | $1.77M | 0.00% | +532+10.3% | Added |
| Thrivent Financial for Lutherans | 5,814 | $1.80M | 0.00% | −65−1.1% | Reduced |
| New York Life Investments Alternatives | 5,857 | $1.82M | 1.18% | +1,952+50.0% | Added |
| Santa Monica Partners LP | 6,076 | $1.89M | 1.22% | 00.0% | Unchanged |
| Credit Suisse AG | 6,257 | $1.94M | 0.00% | −480−7.1% | Reduced |
| Great West Life Assurance Co | 6,225 | $1.95M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 6,677 | $2.07M | 0.00% | +1,679+33.6% | Added |
| New York State Teachers Retirement System | 6,949 | $2.16M | 0.00% | +700+11.2% | Added |
| BNP Paribas Arbitrage, SA | 7,100 | $2.20M | 0.01% | +4,568+180.4% | Added |
| Barclays PLC | 7,404 | $2.30M | 0.00% | +1,798+32.1% | Added |
| UBS Asset Management Americas Inc | 7,529 | $2.34M | 0.00% | +850+12.7% | Added |
| AQR Capital Management LLC | 7,899 | $2.45M | 0.00% | −1,667−17.4% | Reduced |
| Ensign Peak Advisors, Inc | 8,002 | $2.48M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,050 | $2.50M | 0.09% | +7,289+957.8% | Added |
| Boothbay Fund Management, LLC | 9,144 | $2.84M | 0.11% | +2,817+44.5% | Added |
| SEI Investments Co | 9,775 | $3.03M | 0.01% | +3,487+55.5% | Added |
| Eaton Vance Management | 10,080 | $3.10M | 0.00% | +6+0.1% | Added |
| California State Teachers Retirement System | 10,200 | $3.17M | 0.00% | +134+1.3% | Added |
| Citadel Advisors LLC | 10,388 | $3.22M | 0.00% | +3,048+41.5% | Added |
| Schonfeld Strategic Advisors LLC | 10,645 | $3.30M | 0.04% | −43,200−80.2% | Reduced |
| Allianz Asset Management GmbH | 10,732 | $3.33M | 0.00% | +2,803+35.4% | Added |
| Schroder Investment Management Group | 10,995 | $3.41M | 0.01% | −14,355−56.6% | Reduced |
| Alliancebernstein L.P. | 11,136 | $3.46M | 0.00% | −240−2.1% | Reduced |
| Clark Capital Management Group, Inc. | 11,155 | $3.46M | 0.05% | −787−6.6% | Reduced |
| Zacks Investment Management | 11,473 | $3.56M | 0.06% | −333−2.8% | Reduced |
| Huber Capital Management LLC | 12,031 | $3.73M | 0.96% | +1,600+15.3% | Added |
| Acadian Asset Management LLC | 12,837 | $3.98M | 0.02% | −1,066−7.7% | Reduced |
| Comerica Bank | 13,266 | $4.14M | 0.02% | +6,517+96.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 13,560 | $4.21M | 0.01% | +13,560 | New |
| Point72 Europe (London) LLP | 13,928 | $4.32M | 2.52% | +2,535+22.3% | Added |
| Public Sector Pension Investment Board | 14,541 | $4.51M | 0.03% | −160−1.1% | Reduced |
| IronBridge Private Wealth, LLC | 15,751 | $4.89M | 2.92% | +15,751 | New |
| Wells Fargo & Company | 16,133 | $5.01M | 0.00% | +3,673+29.5% | Added |
| Balyasny Asset Management LLC | 16,611 | $5.16M | 0.02% | −7,493−31.1% | Reduced |
| Swiss National Bank | 16,900 | $5.24M | 0.00% | +100+0.6% | Added |
| Renaissance Technologies LLC | 17,229 | $5.35M | 0.01% | +17,229 | New |
| Full18 Capital LLC | 18,907 | $5.87M | 2.36% | −24−0.1% | Reduced |
| Rhumbline Advisers | 19,569 | $6.07M | 0.01% | −2,703−12.1% | Reduced |
| Legal & General Group Plc | 19,854 | $6.16M | 0.00% | +1,528+8.3% | Added |
| Brandywine Global Investment Management, LLC | 19,916 | $6.18M | 0.05% | −1,641−7.6% | Reduced |
| Newtyn Management, LLC | 20,000 | $6.21M | 1.66% | 00.0% | Unchanged |
| First Trust Advisors LP | 20,361 | $6.32M | 0.01% | +2,695+15.3% | Added |
| Russell Investments Group, Ltd. | 20,725 | $6.43M | 0.01% | −3,462−14.3% | Reduced |
| Artemis Investment Management LLP | 21,366 | $6.63M | 0.05% | +21,366 | New |
| Philadelphia Financial Management of San Francisco, LLC | 23,202 | $7.20M | 2.29% | −2,520−9.8% | Reduced |
| Nuveen Asset Management, LLC | 23,484 | $7.29M | 0.00% | −2,701−10.3% | Reduced |
| Parametric Portfolio Associates LLC | 33,479 | $10.4M | 0.01% | +943+2.9% | Added |
| Ameriprise Financial Inc | 33,509 | $10.4M | 0.00% | +355+1.1% | Added |
| Invesco Ltd. | 34,896 | $10.8M | 0.00% | +9,060+35.1% | Added |
| Prudential Financial Inc | 36,553 | $11.3M | 0.02% | +5,895+19.2% | Added |
| Amundi | 37,171 | $11.5M | 0.01% | +1,800+5.1% | Added |
| ClariVest Asset Management LLC | 37,639 | $11.7M | 0.38% | −2,942−7.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 39,533 | $12.3M | 0.02% | +1,140+3.0% | Added |
| AWH Capital, L.P. | 40,740 | $12.6M | 13.26% | −4,935−10.8% | Reduced |
| Hillcrest Asset Management LLC | 41,083 | $12.7M | 1.82% | −1,695−4.0% | Reduced |
| FMR LLC | 44,052 | $13.7M | 0.00% | +43,740+14,019.2% | Added |
| ExodusPoint Capital Management, LP | 45,057 | $14.0M | 0.21% | +1,689+3.9% | Added |
| Epoch Investment Partners, Inc. | 52,403 | $16.3M | 0.09% | +1,002+1.9% | Added |
| Morgan Stanley | 58,800 | $18.2M | 0.00% | +14,281+32.1% | Added |
| Principal Financial Group Inc | 63,510 | $19.7M | 0.01% | +101+0.2% | Added |
| Norges Bank | 69,474 | $21.6M | 0.00% | −20,484−22.8% | Reduced |
| Bank of New York Mellon Corp | 72,954 | $22.6M | 0.00% | +727+1.0% | Added |
| Charles Schwab Investment Management Inc | 73,907 | $22.9M | 0.01% | +2,779+3.9% | Added |
| Millennium Management LLC | 82,022 | $25.5M | 0.03% | −46,261−36.1% | Reduced |
| Goldman Sachs Group Inc | 98,553 | $30.6M | 0.01% | +2,194+2.3% | Added |
| JPMorgan Chase & Co | 103,467 | $32.1M | 0.00% | +14,999+17.0% | Added |
| Steamboat Capital Partners, LLC | 104,264 | $32.4M | 7.51% | +34,484+49.4% | Added |
| Basswood Capital Management, L.L.C. | 105,444 | $32.7M | 1.33% | +18,984+22.0% | Added |
| Northern Trust Corp | 109,909 | $34.1M | 0.01% | −1,799−1.6% | Reduced |
| WCM Investment Management, LLC | 125,142 | $38.8M | 0.09% | +3,874+3.2% | Added |
| Geode Capital Management, LLC | 126,498 | $39.3M | 0.01% | −271−0.2% | Reduced |
| Royal Bank of Canada | 135,336 | $42.0M | 0.01% | +5,139+3.9% | Added |
| Brown Advisory Inc | 154,064 | $47.8M | 0.07% | −265−0.2% | Reduced |
| State Street Corp | 250,045 | $77.6M | 0.00% | +5,007+2.0% | Added |
| Dimensional Fund Advisors LP | 278,846 | $86.5M | 0.03% | −16,485−5.6% | Reduced |
| Vulcan Value Partners, LLC | 300,329 | $93.2M | 0.50% | +4,750+1.6% | Added |
| Bank of America Corp | 300,757 | $93.3M | 0.01% | −18,149−5.7% | Reduced |
| Price T Rowe Associates Inc | 524,667 | $162.8M | 0.02% | −5,509−1.0% | Reduced |
| Vanguard Group Inc | 835,775 | $259.4M | 0.01% | +13,288+1.6% | Added |
| BlackRock Inc. | 1,180,735 | $366.4M | 0.01% | −40,157−3.3% | Reduced |
| IFP Advisors, Inc | 1 | – | – | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −8,992−100.0% | Sold out |