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