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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 2,832 | $841.0K | 0.02% | +10.0% | Added |
| State of Tennessee, Treasury Department | 3,053 | $907.0K | 0.00% | −2,489−44.9% | Reduced |
| Wakefield Asset Management LLLP | 3,097 | $920.0K | 0.32% | +10+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 3,200 | $950.0K | 0.00% | +3,200 | New |
| Qube Research & Technologies Ltd | 3,462 | $1.03M | 0.01% | +3,462 | New |
| 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 |
| BlueMar Capital Management, LLC | 3,513 | $1.04M | 0.29% | +293+9.1% | Added |
| Manufacturers Life Insurance Company, The | 3,636 | $1.08M | 0.00% | +12+0.3% | Added |
| Amalgamated Bank | 3,729 | $1.11M | 0.01% | −96−2.5% | Reduced |
| Hillsdale Investment Management Inc. | 3,800 | $1.13M | 0.08% | −300−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,952 | $1.17M | 0.00% | −4,050−50.6% | Reduced |
| Cubist Systematic Strategies, LLC | 4,033 | $1.20M | 0.01% | −227−5.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,190 | $1.24M | 0.00% | −2,910−41.0% | Reduced |
| Marshall Wace, LLP | 4,228 | $1.26M | 0.00% | +4,228 | New |
| American International Group, Inc. | 4,424 | $1.31M | 0.01% | −148−3.2% | Reduced |
| Bridgewater Advisors Inc. | 4,881 | $1.45M | 0.32% | +292+6.4% | Added |
| New York Life Investments Alternatives | 5,024 | $1.49M | 1.00% | −833−14.2% | Reduced |
| State of Alaska, Department of Revenue | 5,052 | $1.50M | 0.01% | −200−3.8% | Reduced |
| Deutsche Bank AG | 5,095 | $1.51M | 0.00% | +22+0.4% | Added |
| AlphaCrest Capital Management LLC | 5,100 | $1.51M | 0.06% | +5,100 | New |
| Texas Permanent School Fund | 5,165 | $1.53M | 0.02% | −156−2.9% | Reduced |
| Comerica Bank | 6,194 | $1.56M | 0.01% | −7,072−53.3% | Reduced |
| New York State Common Retirement Fund | 5,259 | $1.56M | 0.00% | −10.0% | Reduced |
| Voya Investment Management LLC | 5,321 | $1.58M | 0.00% | −101−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,391 | $1.60M | 0.02% | −63−1.2% | Reduced |
| Toth Financial Advisory Corp | 5,695 | $1.69M | 0.23% | +8+0.1% | Added |
| Thrivent Financial for Lutherans | 5,805 | $1.73M | 0.00% | −9−0.2% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.80M | 1.15% | 00.0% | Unchanged |
| Putnam Investments LLC | 6,191 | $1.84M | 0.00% | +6,191 | New |
| Great West Life Assurance Co | 6,228 | $1.85M | 0.00% | +30.0% | Added |
| Citigroup Inc | 6,232 | $1.85M | 0.00% | +1,598+34.5% | Added |
| Credit Suisse AG | 6,376 | $1.89M | 0.00% | +119+1.9% | Added |
| Voloridge Investment Management, LLC | 6,775 | $2.01M | 0.01% | +6,775 | New |
| New York State Teachers Retirement System | 6,850 | $2.04M | 0.00% | −99−1.4% | Reduced |
| Raymond James & Associates | 6,870 | $2.04M | 0.00% | +193+2.9% | Added |
| Yousif Capital Management, LLC | 6,948 | $2.06M | 0.02% | +6,948 | New |
| SEI Investments Co | 7,103 | $2.11M | 0.00% | −2,672−27.3% | Reduced |
| Russell Investments Group, Ltd. | 7,536 | $2.24M | 0.00% | −13,189−63.6% | Reduced |
| AQR Capital Management LLC | 7,876 | $2.34M | 0.00% | −23−0.3% | Reduced |
| UBS Asset Management Americas Inc | 8,755 | $2.60M | 0.00% | +1,226+16.3% | Added |
| American Century Companies Inc | 8,822 | $2.62M | 0.00% | +3,130+55.0% | Added |
| Mount Capital Ltd | 8,924 | $2.65M | 0.73% | +8,924 | New |
| Eaton Vance Management | 10,085 | $3.00M | 0.00% | +50.0% | Added |
| California State Teachers Retirement System | 10,444 | $3.10M | 0.00% | +244+2.4% | Added |
| Barclays PLC | 10,952 | $3.25M | 0.00% | +3,548+47.9% | Added |
| Acadian Asset Management LLC | 10,964 | $3.26M | 0.01% | −1,873−14.6% | Reduced |
| Artemis Investment Management LLP | 11,124 | $3.31M | 0.02% | −10,242−47.9% | Reduced |
| Alliancebernstein L.P. | 11,129 | $3.31M | 0.00% | −7−0.1% | Reduced |
| Point72 Europe (London) LLP | 11,284 | $3.35M | 1.53% | −2,644−19.0% | Reduced |
| Huber Capital Management LLC | 12,459 | $3.70M | 0.97% | +428+3.6% | Added |
| HSBC Holdings PLC | 12,497 | $3.73M | 0.00% | +11,228+884.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 12,760 | $3.79M | 0.01% | −800−5.9% | Reduced |
| Public Sector Pension Investment Board | 14,541 | $4.32M | 0.02% | 00.0% | Unchanged |
| Full18 Capital LLC | 15,326 | $4.90M | 2.08% | −3,581−18.9% | Reduced |
| Swiss National Bank | 16,900 | $5.02M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,966 | $5.34M | 0.00% | +1,833+11.4% | Added |
| Allianz Asset Management GmbH | 18,025 | $5.36M | 0.00% | +7,293+68.0% | Added |
| Rhumbline Advisers | 19,429 | $5.77M | 0.01% | −140−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 19,916 | $5.92M | 0.04% | 00.0% | Unchanged |
| Newtyn Management, LLC | 20,000 | $5.94M | 1.58% | 00.0% | Unchanged |
| Legal & General Group Plc | 20,335 | $6.04M | 0.00% | +481+2.4% | Added |
| Assenagon Asset Management S.A. | 24,212 | $7.19M | 0.03% | +24,212 | New |
| First Trust Advisors LP | 26,026 | $7.73M | 0.01% | +5,665+27.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 27,610 | $8.20M | 2.84% | +4,408+19.0% | Added |
| Prudential Financial Inc | 27,690 | $8.23M | 0.01% | −8,863−24.2% | Reduced |
| Invesco Ltd. | 32,003 | $9.51M | 0.00% | −2,893−8.3% | Reduced |
| Parametric Portfolio Associates LLC | 32,479 | $9.65M | 0.00% | −1,000−3.0% | Reduced |
| Ameriprise Financial Inc | 32,716 | $9.72M | 0.00% | −793−2.4% | Reduced |
| Amundi | 36,542 | $10.4M | 0.01% | −629−1.7% | Reduced |
| Hillcrest Asset Management LLC | 35,893 | $10.7M | 1.63% | −5,190−12.6% | Reduced |
| Nuveen Asset Management, LLC | 38,584 | $11.0M | 0.00% | +15,100+64.3% | Added |
| Millennium Management LLC | 37,642 | $11.2M | 0.01% | −44,380−54.1% | Reduced |
| ExodusPoint Capital Management, LP | 37,865 | $11.3M | 0.14% | −7,192−16.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,649 | $11.8M | 0.11% | +29,004+272.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,000 | $11.9M | 0.76% | +40,000 | New |
| AWH Capital, L.P. | 40,740 | $12.1M | 11.20% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 56,556 | $16.8M | 0.09% | +4,153+7.9% | Added |
| Principal Financial Group Inc | 59,641 | $17.7M | 0.01% | −3,869−6.1% | Reduced |
| Norges Bank | 67,664 | $20.1M | 0.00% | −1,810−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 73,662 | $21.9M | 0.01% | −245−0.3% | Reduced |
| Morgan Stanley | 81,549 | $24.2M | 0.00% | +22,749+38.7% | Added |
| Goldman Sachs Group Inc | 83,163 | $24.7M | 0.01% | −15,390−15.6% | Reduced |
| Bank of New York Mellon Corp | 84,210 | $25.0M | 0.00% | +11,256+15.4% | Added |
| JPMorgan Chase & Co | 91,413 | $27.2M | 0.00% | −12,054−11.7% | Reduced |
| Basswood Capital Management, L.L.C. | 92,779 | $27.6M | 1.26% | −12,665−12.0% | Reduced |
| Steamboat Capital Partners, LLC | 94,456 | $28.1M | 8.59% | −9,808−9.4% | Reduced |
| Northern Trust Corp | 109,057 | $32.4M | 0.01% | −852−0.8% | Reduced |
| WCM Investment Management, LLC | 124,615 | $37.0M | 0.08% | −527−0.4% | Reduced |
| Geode Capital Management, LLC | 128,998 | $38.3M | 0.00% | +2,500+2.0% | Added |
| FMR LLC | 131,288 | $39.0M | 0.00% | +87,236+198.0% | Added |
| Royal Bank of Canada | 138,970 | $41.3M | 0.01% | +3,634+2.7% | Added |
| Brown Advisory Inc | 154,186 | $45.8M | 0.06% | +122+0.1% | Added |
| State Street Corp | 257,848 | $76.6M | 0.00% | +7,803+3.1% | Added |
| Dimensional Fund Advisors LP | 263,618 | $78.3M | 0.02% | −15,228−5.5% | Reduced |
| Bank of America Corp | 288,606 | $85.7M | 0.01% | −12,151−4.0% | Reduced |
| Vulcan Value Partners, LLC | 338,969 | $100.7M | 0.51% | +38,640+12.9% | Added |
| Price T Rowe Associates Inc | 521,950 | $155.1M | 0.01% | −2,717−0.5% | Reduced |
| Vanguard Group Inc | 847,963 | $251.9M | 0.01% | +12,188+1.5% | Added |
| BlackRock Inc. | 1,161,398 | $345.1M | 0.01% | −19,337−1.6% | Reduced |