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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.00K | 0.00% | +5 | New |
| Covestor Ltd | 4 | $1.00K | 0.00% | +4 | New |
| Ellevest, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 8 | $2.00K | 0.00% | +8 | New |
| Sageworth Trust Co | 9 | $3.00K | 0.00% | −31−77.5% | Reduced |
| 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 |
| Huntington National Bank | 12 | $4.00K | 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% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 24 | $7.00K | 0.00% | +4+20.0% | Added |
| Plante Moran Financial Advisors, LLC | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 27 | $8.00K | 0.01% | +27 | New |
| Parkside Financial Bank & Trust | 30 | $9.00K | 0.00% | −9−23.1% | Reduced |
| CWM, LLC | 31 | $9.00K | 0.00% | +31 | New |
| First Horizon Advisors, Inc. | 35 | $10.0K | 0.00% | +20+133.3% | Added |
| Meeder Asset Management Inc | 41 | $12.0K | 0.00% | −597−93.6% | Reduced |
| US Bancorp | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 47 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 84 | $24.0K | 0.00% | +84 | New |
| Macquarie Group Ltd | 100 | $30.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $33.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 116 | $34.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 122 | $36.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 172 | $51.0K | 0.00% | −146−45.9% | Reduced |
| Sutton Wealth Advisors Inc. | 175 | $52.0K | 0.02% | +2+1.2% | Added |
| Public Employees Retirement System of Ohio | 206 | $61.0K | 0.00% | −11−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 258 | $77.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 281 | $83.0K | 0.00% | +11+4.1% | Added |
| Tower Research Capital LLC (TRC) | 286 | $85.0K | 0.00% | −261−47.7% | Reduced |
| Nisa Investment Advisors, LLC | 350 | $92.0K | 0.00% | +350 | New |
| Harvest Fund Management Co., Ltd | 347 | $103.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 413 | $123.0K | 0.00% | −68−14.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $123.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 417 | $124.0K | 0.00% | −18−4.1% | Reduced |
| New South Capital Management Inc | 12,137 | $142.0K | 0.00% | +24+0.2% | Added |
| NEXT Financial Group, Inc | 545 | $162.0K | 0.01% | −8−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $166.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 630 | $187.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 687 | $204.0K | 0.01% | +687 | New |
| Alterna Wealth Management, Inc | 694 | $206.0K | 0.17% | +694 | New |
| Jump Financial, LLC | 700 | $208.0K | 0.01% | −744−51.5% | Reduced |
| Man Group plc | 710 | $211.0K | 0.00% | −749−51.3% | Reduced |
| Versor Investments LP | 718 | $213.0K | 0.01% | +718 | New |
| Gotham Asset Management, LLC | 721 | $214.0K | 0.01% | −610−45.8% | Reduced |
| Raymond James Trust N.A. | 740 | $220.0K | 0.01% | +740 | New |
| StoneX Group Inc. | 766 | $227.6K | 0.03% | +7+0.9% | Added |
| UBS Group AG | 775 | $231.0K | 0.00% | +610+369.7% | Added |
| LPL Financial LLC | 787 | $234.0K | 0.00% | +49+6.6% | Added |
| Cooper Creek Partners Management LLC | 807 | $240.0K | 0.03% | +807 | New |
| Guggenheim Capital LLC | 864 | $257.0K | 0.00% | −63−6.8% | Reduced |
| Susquehanna International Group, LLP | 884 | $263.0K | 0.00% | +884 | New |
| Everence Capital Management Inc | 920 | $273.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 974 | $289.0K | 0.00% | +15+1.6% | Added |
| HM Payson & Co | 1,000 | $297.0K | 0.01% | −300−23.1% | Reduced |
| Repertoire Partners LP | 1,000 | $297.0K | 0.25% | +1,000 | New |
| Advisors Asset Management, Inc. | 1,073 | $318.8K | 0.00% | −82−7.1% | Reduced |
| Globeflex Capital L P | 1,081 | $321.0K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,100 | $327.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,103 | $327.0K | 0.01% | +427+63.2% | Added |
| Eqis Capital Management, Inc. | 1,169 | $347.0K | 0.03% | −23−1.9% | Reduced |
| Maven Securities LTD | 1,319 | $392.0K | 0.05% | −1,381−51.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,422 | $422.0K | 0.05% | +1,422 | New |
| HRT Financial LP | 1,441 | $428.0K | 0.00% | −983−40.6% | Reduced |
| Envestnet Asset Management Inc | 1,443 | $429.0K | 0.00% | +621+75.5% | Added |
| Balyasny Asset Management LLC | 1,460 | $434.0K | 0.00% | −15,151−91.2% | Reduced |
| Teacher Retirement System of Texas | 1,476 | $439.0K | 0.00% | +245+19.9% | Added |
| Equitable Trust Co | 1,534 | $456.0K | 0.03% | +51+3.4% | Added |
| Zacks Investment Management | 1,568 | $466.0K | 0.01% | −9,905−86.3% | Reduced |
| Truist Financial Corp | 1,599 | $475.0K | 0.00% | +1,599 | New |
| Verition Fund Management LLC | 1,708 | $507.0K | 0.01% | +1,708 | New |
| IndexIQ Advisors LLC | 1,793 | $533.0K | 0.02% | −116−6.1% | Reduced |
| Virginia Retirement Systems Et Al | 1,800 | $535.0K | 0.00% | −1,200−40.0% | Reduced |
| ProShare Advisors LLC | 1,815 | $539.0K | 0.00% | +694+61.9% | Added |
| Algert Global LLC | 1,819 | $540.0K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,841 | $547.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,850 | $550.0K | 0.37% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,878 | $558.0K | 0.00% | −1,483−44.1% | Reduced |
| Ellsworth Advisors, LLC | 1,975 | $587.0K | 0.22% | +48+2.5% | Added |
| Cornercap Investment Counsel Inc | 1,979 | $588.0K | 0.09% | +75+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 2,044 | $607.0K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,059 | $612.0K | 0.00% | −25−1.2% | Reduced |
| Janus Henderson Group PLC | 2,070 | $616.0K | 0.00% | +775+59.8% | Added |
| Bank of Montreal | 2,067 | $624.0K | 0.00% | −280−11.9% | Reduced |
| Martingale Asset Management L P | 2,103 | $626.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 2,139 | $635.0K | 0.05% | +2,139 | New |
| Exchange Traded Concepts, LLC | 2,399 | $713.0K | 0.01% | +39+1.7% | Added |
| Franklin Resources Inc | 2,444 | $727.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,499 | $742.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,594 | $771.0K | 0.01% | −2,716−51.1% | Reduced |
| Los Angeles Capital Management LLC | 2,614 | $777.0K | 0.00% | +2,614 | New |
| Oregon Public Employees Retirement Fund | 2,769 | $823.0K | 0.01% | −138−4.7% | Reduced |