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