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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, Q1 2022

Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2022. 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
188
−10 vs. Q4 2021
Shares held
6.26M
−65.7K (−1.0%) vs. Q4 2021
Total value
$1.50B
−$376.8M (−20.1%) vs. Q4 2021
New holders
23
81 more added
Sold out
33
49 more reduced

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 188 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ1 2022: $1.50B
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$1.48B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2021.

Institutions holding VRTS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,188,513$285.2M0.01%+27,115+2.3%Added
Vanguard Group Inc896,632$215.2M0.01%+48,669+5.7%Added
Price T Rowe Associates Inc528,995$127.0M0.01%+7,045+1.3%Added
Vulcan Value Partners, LLC368,251$88.4M0.54%+29,282+8.6%Added
Dimensional Fund Advisors LP264,001$63.4M0.02%+383+0.1%Added
State Street Corp253,402$60.8M0.00%−4,446−1.7%Reduced
Bank of America Corp173,903$41.7M0.00%−114,703−39.7%Reduced
Brown Advisory Inc162,126$38.9M0.06%+7,940+5.1%Added
FMR LLC142,713$34.3M0.00%+11,425+8.7%Added
Royal Bank of Canada139,804$33.6M0.01%+834+0.6%Added
Steamboat Capital Partners, LLC135,975$32.6M9.64%+41,519+44.0%Added
Geode Capital Management, LLC130,109$31.2M0.00%+1,111+0.9%Added
WCM Investment Management, LLC129,037$31.0M0.09%+4,422+3.5%Added
Northern Trust Corp106,932$25.7M0.00%−2,125−1.9%Reduced
Bank of New York Mellon Corp86,264$20.7M0.00%+2,054+2.4%Added
Millennium Management LLC80,042$19.2M0.02%+42,400+112.6%Added
Charles Schwab Investment Management Inc75,996$18.2M0.01%+2,334+3.2%Added
Norges Bank65,604$15.7M0.00%−2,060−3.0%Reduced
JPMorgan Chase & Co59,683$14.3M0.00%−31,730−34.7%Reduced
ExodusPoint Capital Management, LP59,034$14.2M0.21%+21,169+55.9%Added
Principal Financial Group Inc55,828$13.4M0.01%−3,813−6.4%Reduced
Nuveen Asset Management, LLC53,191$12.8M0.00%+14,607+37.9%Added
Morgan Stanley51,902$12.5M0.00%−29,647−36.4%Reduced
Lombard Odier Asset Management (Switzerland) SA50,000$12.0M0.94%+10,000+25.0%Added
Full18 Capital LLC47,686$11.8M2.72%+32,360+211.1%Added
Deutsche Bank AG42,450$10.2M0.00%+37,355+733.2%Added
Amundi46,542$10.2M0.01%+10,000+27.4%Added
AWH Capital, L.P.40,740$9.78M10.08%00.0%Unchanged
Goldman Sachs Group Inc35,020$8.40M0.00%−48,143−57.9%Reduced
Philadelphia Financial Management of San Francisco, LLC34,670$8.32M2.68%+7,060+25.6%Added
Ameriprise Financial Inc33,241$7.98M0.00%+525+1.6%Added
Parametric Portfolio Associates LLC32,683$7.84M0.00%+204+0.6%Added
Voloridge Investment Management, LLC25,595$6.14M0.03%+18,820+277.8%Added
Prudential Financial Inc25,202$6.05M0.01%−2,488−9.0%Reduced
Schonfeld Strategic Advisors LLC24,863$5.97M0.07%−14,786−37.3%Reduced
Invesco Ltd.24,536$5.89M0.00%−7,467−23.3%Reduced
First Trust Advisors LP21,845$5.24M0.01%−4,181−16.1%Reduced
Brandywine Global Investment Management, LLC20,743$4.98M0.04%+827+4.2%Added
Rhumbline Advisers20,270$4.87M0.01%+841+4.3%Added
Huber Capital Management LLC20,170$4.84M1.20%+7,711+61.9%Added
Legal & General Group Plc20,139$4.83M0.00%−196−1.0%Reduced
Basswood Capital Management, L.L.C.19,633$4.71M0.23%−73,146−78.8%Reduced
Swiss National Bank18,000$4.32M0.00%+1,100+6.5%Added
Truist Financial Corp16,261$3.90M0.01%+14,662+916.9%Added
Hotchkis & Wiley Capital Management LLC16,080$3.86M0.01%+3,320+26.0%Added
American Century Companies Inc13,337$3.20M0.00%+4,515+51.2%Added
Public Sector Pension Investment Board13,321$3.20M0.02%−1,220−8.4%Reduced
Wells Fargo & Company12,380$2.97M0.00%−5,586−31.1%Reduced
Alliancebernstein L.P.11,233$2.70M0.00%+104+0.9%Added
Algert Global LLC10,994$2.64M0.17%+9,175+504.4%Added
Mount Capital Ltd10,273$2.46M0.72%+1,349+15.1%Added
Eaton Vance Management10,055$2.41M0.00%−30−0.3%Reduced
California State Teachers Retirement System9,699$2.33M0.00%−745−7.1%Reduced
Panagora Asset Management Inc9,661$2.32M0.01%+9,661New
UBS Asset Management Americas Inc8,996$2.16M0.00%+241+2.8%Added
Barclays PLC8,908$2.14M0.00%−2,044−18.7%Reduced
Cubist Systematic Strategies, LLC8,528$2.05M0.02%+4,495+111.5%Added
AQR Capital Management LLC8,462$2.03M0.00%+586+7.4%Added
Raymond James & Associates7,685$1.84M0.00%+815+11.9%Added
Assenagon Asset Management S.A.7,519$1.80M0.01%−16,693−68.9%Reduced
New York Life Investments Alternatives7,152$1.72M1.19%+2,128+42.4%Added
Voya Investment Management LLC7,128$1.71M0.00%+1,807+34.0%Added
Yousif Capital Management, LLC6,917$1.66M0.02%−31−0.4%Reduced
New York State Teachers Retirement System6,850$1.64M0.00%00.0%Unchanged
Citigroup Inc6,692$1.61M0.00%+460+7.4%Added
Citadel Advisors LLC6,622$1.59M0.00%+6,622New
Credit Suisse AG6,578$1.58M0.00%+202+3.2%Added
Aviva PLC6,507$1.56M0.01%+6,507New
Verition Fund Management LLC6,495$1.56M0.03%+4,787+280.3%Added
Great West Life Assurance Co6,182$1.51M0.00%−46−0.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,149$1.48M0.01%+758+14.1%Added
Santa Monica Partners LP6,076$1.46M1.02%00.0%Unchanged
Thrivent Financial for Lutherans5,807$1.39M0.00%+20.0%Added
Los Angeles Capital Management LLC5,804$1.39M0.01%+3,190+122.0%Added
Putnam Investments LLC5,753$1.38M0.00%−438−7.1%Reduced
Renaissance Technologies LLC5,729$1.38M0.00%+5,729New
Jump Financial, LLC5,524$1.33M0.06%+4,824+689.1%Added
Comerica Bank6,149$1.29M0.01%−45−0.7%Reduced
New York State Common Retirement Fund5,264$1.26M0.00%+5+0.1%Added
State of Tennessee, Treasury Department5,194$1.25M0.00%+2,141+70.1%Added
Bridgewater Advisors Inc.5,103$1.23M0.30%+222+4.5%Added
Texas Permanent School Fund5,057$1.21M0.02%−108−2.1%Reduced
State of Alaska, Department of Revenue4,962$1.19M0.01%−90−1.8%Reduced
Russell Investments Group, Ltd.4,517$1.08M0.00%−3,019−40.1%Reduced
American International Group, Inc.4,169$1.00M0.01%−255−5.8%Reduced
Ensign Peak Advisors, Inc3,952$948.0K0.00%00.0%Unchanged
MetLife Investment Management3,887$932.8K0.01%+1,388+55.5%Added
Hillsdale Investment Management Inc.3,800$912.0K0.06%00.0%Unchanged
Amalgamated Bank3,528$847.0K0.01%−201−5.4%Reduced
Amalgamated Financial Corp.3,528$847.0K0.01%+3,528New
Allspring Global Investments Holdings, LLC3,292$790.0K0.00%+92+2.9%Added
ClariVest Asset Management LLC3,100$744.0K0.03%−400−11.4%Reduced
Louisiana State Employees Retirement System3,500$734.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC2,961$711.0K0.01%+562+23.4%Added
Dynamic Technology Lab Private Ltd2,957$710.0K0.08%+1,535+107.9%Added
Manufacturers Life Insurance Company, The2,958$709.9K0.00%−678−18.6%Reduced
Maryland State Retirement & Pension System2,885$692.0K0.02%+53+1.9%Added
Oregon Public Employees Retirement Fund2,669$641.0K0.01%−100−3.6%Reduced
Martingale Asset Management L P2,575$619.0K0.01%+472+22.4%Added
BNP Paribas Arbitrage, SA2,497$599.3K0.00%−1,693−40.4%Reduced