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, Q4 2021
Institutional positions in Virtus Investment Partners, Inc. as of Dec 31, 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
- 201
- +3 vs. Q3 2021
- Shares held
- 6.37M
- −44.2K (−0.7%) vs. Q3 2021
- Total value
- $1.89B
- −$98.6M (−5.0%) vs. Q3 2021
- New holders
- 29
- 53 more added
- Sold out
- 26
- 75 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,161,398 | $345.1M | 0.01% | −19,337−1.6% | Reduced |
| Vanguard Group Inc | 847,963 | $251.9M | 0.01% | +12,188+1.5% | Added |
| Price T Rowe Associates Inc | 521,950 | $155.1M | 0.01% | −2,717−0.5% | Reduced |
| Vulcan Value Partners, LLC | 338,969 | $100.7M | 0.51% | +38,640+12.9% | Added |
| Bank of America Corp | 288,606 | $85.7M | 0.01% | −12,151−4.0% | Reduced |
| Dimensional Fund Advisors LP | 263,618 | $78.3M | 0.02% | −15,228−5.5% | Reduced |
| State Street Corp | 257,848 | $76.6M | 0.00% | +7,803+3.1% | Added |
| Brown Advisory Inc | 154,186 | $45.8M | 0.06% | +122+0.1% | Added |
| Royal Bank of Canada | 138,970 | $41.3M | 0.01% | +3,634+2.7% | Added |
| FMR LLC | 131,288 | $39.0M | 0.00% | +87,236+198.0% | Added |
| Geode Capital Management, LLC | 128,998 | $38.3M | 0.00% | +2,500+2.0% | Added |
| WCM Investment Management, LLC | 124,615 | $37.0M | 0.08% | −527−0.4% | Reduced |
| Northern Trust Corp | 109,057 | $32.4M | 0.01% | −852−0.8% | Reduced |
| Steamboat Capital Partners, LLC | 94,456 | $28.1M | 8.59% | −9,808−9.4% | Reduced |
| Basswood Capital Management, L.L.C. | 92,779 | $27.6M | 1.26% | −12,665−12.0% | Reduced |
| JPMorgan Chase & Co | 91,413 | $27.2M | 0.00% | −12,054−11.7% | Reduced |
| Bank of New York Mellon Corp | 84,210 | $25.0M | 0.00% | +11,256+15.4% | Added |
| Goldman Sachs Group Inc | 83,163 | $24.7M | 0.01% | −15,390−15.6% | Reduced |
| Morgan Stanley | 81,549 | $24.2M | 0.00% | +22,749+38.7% | Added |
| Charles Schwab Investment Management Inc | 73,662 | $21.9M | 0.01% | −245−0.3% | Reduced |
| Norges Bank | 67,664 | $20.1M | 0.00% | −1,810−2.6% | Reduced |
| Principal Financial Group Inc | 59,641 | $17.7M | 0.01% | −3,869−6.1% | Reduced |
| Epoch Investment Partners, Inc. | 56,556 | $16.8M | 0.09% | +4,153+7.9% | Added |
| AWH Capital, L.P. | 40,740 | $12.1M | 11.20% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 40,000 | $11.9M | 0.76% | +40,000 | New |
| Schonfeld Strategic Advisors LLC | 39,649 | $11.8M | 0.11% | +29,004+272.5% | Added |
| ExodusPoint Capital Management, LP | 37,865 | $11.3M | 0.14% | −7,192−16.0% | Reduced |
| Millennium Management LLC | 37,642 | $11.2M | 0.01% | −44,380−54.1% | Reduced |
| Nuveen Asset Management, LLC | 38,584 | $11.0M | 0.00% | +15,100+64.3% | Added |
| Hillcrest Asset Management LLC | 35,893 | $10.7M | 1.63% | −5,190−12.6% | Reduced |
| Amundi | 36,542 | $10.4M | 0.01% | −629−1.7% | Reduced |
| Ameriprise Financial Inc | 32,716 | $9.72M | 0.00% | −793−2.4% | Reduced |
| Parametric Portfolio Associates LLC | 32,479 | $9.65M | 0.00% | −1,000−3.0% | Reduced |
| Invesco Ltd. | 32,003 | $9.51M | 0.00% | −2,893−8.3% | Reduced |
| Prudential Financial Inc | 27,690 | $8.23M | 0.01% | −8,863−24.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 27,610 | $8.20M | 2.84% | +4,408+19.0% | Added |
| First Trust Advisors LP | 26,026 | $7.73M | 0.01% | +5,665+27.8% | Added |
| Assenagon Asset Management S.A. | 24,212 | $7.19M | 0.03% | +24,212 | New |
| Legal & General Group Plc | 20,335 | $6.04M | 0.00% | +481+2.4% | Added |
| Newtyn Management, LLC | 20,000 | $5.94M | 1.58% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 19,916 | $5.92M | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 19,429 | $5.77M | 0.01% | −140−0.7% | Reduced |
| Allianz Asset Management GmbH | 18,025 | $5.36M | 0.00% | +7,293+68.0% | Added |
| Wells Fargo & Company | 17,966 | $5.34M | 0.00% | +1,833+11.4% | Added |
| Swiss National Bank | 16,900 | $5.02M | 0.00% | 00.0% | Unchanged |
| Full18 Capital LLC | 15,326 | $4.90M | 2.08% | −3,581−18.9% | Reduced |
| Public Sector Pension Investment Board | 14,541 | $4.32M | 0.02% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 12,760 | $3.79M | 0.01% | −800−5.9% | Reduced |
| HSBC Holdings PLC | 12,497 | $3.73M | 0.00% | +11,228+884.8% | Added |
| Huber Capital Management LLC | 12,459 | $3.70M | 0.97% | +428+3.6% | Added |
| Point72 Europe (London) LLP | 11,284 | $3.35M | 1.53% | −2,644−19.0% | Reduced |
| Alliancebernstein L.P. | 11,129 | $3.31M | 0.00% | −7−0.1% | Reduced |
| Artemis Investment Management LLP | 11,124 | $3.31M | 0.02% | −10,242−47.9% | Reduced |
| Acadian Asset Management LLC | 10,964 | $3.26M | 0.01% | −1,873−14.6% | Reduced |
| Barclays PLC | 10,952 | $3.25M | 0.00% | +3,548+47.9% | Added |
| California State Teachers Retirement System | 10,444 | $3.10M | 0.00% | +244+2.4% | Added |
| Eaton Vance Management | 10,085 | $3.00M | 0.00% | +50.0% | Added |
| Mount Capital Ltd | 8,924 | $2.65M | 0.73% | +8,924 | New |
| American Century Companies Inc | 8,822 | $2.62M | 0.00% | +3,130+55.0% | Added |
| UBS Asset Management Americas Inc | 8,755 | $2.60M | 0.00% | +1,226+16.3% | Added |
| AQR Capital Management LLC | 7,876 | $2.34M | 0.00% | −23−0.3% | Reduced |
| Russell Investments Group, Ltd. | 7,536 | $2.24M | 0.00% | −13,189−63.6% | Reduced |
| SEI Investments Co | 7,103 | $2.11M | 0.00% | −2,672−27.3% | Reduced |
| Yousif Capital Management, LLC | 6,948 | $2.06M | 0.02% | +6,948 | New |
| Raymond James & Associates | 6,870 | $2.04M | 0.00% | +193+2.9% | Added |
| New York State Teachers Retirement System | 6,850 | $2.04M | 0.00% | −99−1.4% | Reduced |
| Voloridge Investment Management, LLC | 6,775 | $2.01M | 0.01% | +6,775 | New |
| Credit Suisse AG | 6,376 | $1.89M | 0.00% | +119+1.9% | Added |
| Citigroup Inc | 6,232 | $1.85M | 0.00% | +1,598+34.5% | Added |
| Great West Life Assurance Co | 6,228 | $1.85M | 0.00% | +30.0% | Added |
| Putnam Investments LLC | 6,191 | $1.84M | 0.00% | +6,191 | New |
| Santa Monica Partners LP | 6,076 | $1.80M | 1.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,805 | $1.73M | 0.00% | −9−0.2% | Reduced |
| Toth Financial Advisory Corp | 5,695 | $1.69M | 0.23% | +8+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,391 | $1.60M | 0.02% | −63−1.2% | Reduced |
| Voya Investment Management LLC | 5,321 | $1.58M | 0.00% | −101−1.9% | Reduced |
| New York State Common Retirement Fund | 5,259 | $1.56M | 0.00% | −10.0% | Reduced |
| Comerica Bank | 6,194 | $1.56M | 0.01% | −7,072−53.3% | Reduced |
| Texas Permanent School Fund | 5,165 | $1.53M | 0.02% | −156−2.9% | Reduced |
| AlphaCrest Capital Management LLC | 5,100 | $1.51M | 0.06% | +5,100 | New |
| Deutsche Bank AG | 5,095 | $1.51M | 0.00% | +22+0.4% | Added |
| State of Alaska, Department of Revenue | 5,052 | $1.50M | 0.01% | −200−3.8% | Reduced |
| New York Life Investments Alternatives | 5,024 | $1.49M | 1.00% | −833−14.2% | Reduced |
| Bridgewater Advisors Inc. | 4,881 | $1.45M | 0.32% | +292+6.4% | Added |
| American International Group, Inc. | 4,424 | $1.31M | 0.01% | −148−3.2% | Reduced |
| Marshall Wace, LLP | 4,228 | $1.26M | 0.00% | +4,228 | New |
| BNP Paribas Arbitrage, SA | 4,190 | $1.24M | 0.00% | −2,910−41.0% | Reduced |
| Cubist Systematic Strategies, LLC | 4,033 | $1.20M | 0.01% | −227−5.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,952 | $1.17M | 0.00% | −4,050−50.6% | Reduced |
| Hillsdale Investment Management Inc. | 3,800 | $1.13M | 0.08% | −300−7.3% | Reduced |
| Amalgamated Bank | 3,729 | $1.11M | 0.01% | −96−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 3,636 | $1.08M | 0.00% | +12+0.3% | Added |
| BlueMar Capital Management, LLC | 3,513 | $1.04M | 0.29% | +293+9.1% | Added |
| ClariVest Asset Management LLC | 3,500 | $1.04M | 0.03% | −34,139−90.7% | Reduced |
| Louisiana State Employees Retirement System | 3,500 | $1.04M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,462 | $1.03M | 0.01% | +3,462 | New |
| Allspring Global Investments Holdings, LLC | 3,200 | $950.0K | 0.00% | +3,200 | New |
| Wakefield Asset Management LLLP | 3,097 | $920.0K | 0.32% | +10+0.3% | Added |
| State of Tennessee, Treasury Department | 3,053 | $907.0K | 0.00% | −2,489−44.9% | Reduced |
| Maryland State Retirement & Pension System | 2,832 | $841.0K | 0.02% | +10.0% | Added |