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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1 | $0 | 0.00% | +1 | New |
| Geneos Wealth Management Inc. | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| JNBA Financial Advisors | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| Allworth Financial LP | 5 | $1.00K | 0.00% | +5 | New |
| Sageworth Trust Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9 | $2.00K | 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 |
| Huntington National Bank | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $3.00K | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 25 | $6.00K | 0.00% | −5−16.7% | Reduced |
| Freedman Financial Associates, Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 23 | $6.00K | 0.01% | −4−14.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24 | $6.00K | 0.00% | +24 | New |
| Parallel Advisors, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Global Retirement Partners, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Key Financial Inc | 51 | $12.0K | 0.01% | +51 | New |
| Fieldpoint Private Securities, LLC | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 80 | $19.0K | 0.00% | +38+90.5% | Added |
| Signaturefd, LLC | 84 | $20.0K | 0.00% | +60+250.0% | Added |
| CWM, LLC | 94 | $23.0K | 0.00% | +63+203.2% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $24.0K | 0.00% | −158−61.2% | Reduced |
| Macquarie Group Ltd | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $27.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 116 | $28.0K | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 153 | $36.0K | 0.00% | +69+82.1% | Added |
| Quadrant Capital Group LLC | 156 | $38.0K | 0.00% | +109+231.9% | Added |
| Point72 Hong Kong Ltd | 163 | $39.0K | 0.00% | +155+1,937.5% | Added |
| Sutton Wealth Advisors Inc. | 173 | $41.5K | 0.01% | −2−1.1% | Reduced |
| Federated Hermes, Inc. | 173 | $42.0K | 0.00% | +1+0.6% | Added |
| Public Employees Retirement System of Ohio | 217 | $52.0K | 0.00% | +11+5.3% | Added |
| Nisa Investment Advisors, LLC | 250 | $60.0K | 0.00% | −100−28.6% | Reduced |
| Tower Research Capital LLC (TRC) | 262 | $63.0K | 0.00% | −24−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 299 | $72.0K | 0.00% | −114−27.6% | Reduced |
| Harvest Fund Management Co., Ltd | 347 | $83.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 453 | $108.7K | 0.00% | −1,388−75.4% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $134.0K | 0.00% | 00.0% | Unchanged |
| New South Capital Management Inc | 12,288 | $136.0K | 0.01% | +151+1.2% | Added |
| Dark Forest Capital Management LP | 568 | $136.0K | 0.03% | +568 | New |
| The PNC Financial Services Group, Inc. | 572 | $138.0K | 0.00% | +155+37.2% | Added |
| Captrust Financial Advisors | 582 | $140.0K | 0.00% | +301+107.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 828 | $199.0K | 0.00% | +415+100.5% | Added |
| Squarepoint Ops LLC | 864 | $207.0K | 0.00% | +864 | New |
| Susquehanna International Group, LLP | 869 | $209.0K | 0.00% | −15−1.7% | Reduced |
| Everence Capital Management Inc | 920 | $221.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 953 | $229.0K | 0.00% | +89+10.3% | Added |
| LPL Financial LLC | 958 | $230.0K | 0.00% | +171+21.7% | Added |
| D. E. Shaw & Co., Inc. | 959 | $230.0K | 0.00% | +959 | New |
| HM Payson & Co | 1,000 | $240.0K | 0.01% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $240.0K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,020 | $245.0K | 0.01% | +1,020 | New |
| Mutual of America Capital Management LLC | 1,028 | $247.0K | 0.00% | +54+5.5% | Added |
| Eqis Capital Management, Inc. | 1,059 | $254.0K | 0.02% | −110−9.4% | Reduced |
| Globeflex Capital L P | 1,081 | $259.0K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,283 | $307.0K | 0.01% | +1,283 | New |
| SG Americas Securities, LLC | 1,515 | $364.0K | 0.00% | −1,079−41.6% | Reduced |
| Equitable Trust Co | 1,544 | $371.0K | 0.02% | +10+0.7% | Added |
| Teacher Retirement System of Texas | 1,567 | $376.0K | 0.00% | +91+6.2% | Added |
| Versor Investments LP | 1,600 | $384.0K | 0.01% | +882+122.8% | Added |
| Two Sigma Investments, LP | 1,600 | $384.0K | 0.00% | +1,600 | New |
| ProShare Advisors LLC | 1,619 | $389.0K | 0.00% | −196−10.8% | Reduced |
| UBS Group AG | 1,621 | $389.0K | 0.00% | +846+109.2% | Added |
| IndexIQ Advisors LLC | 1,666 | $400.0K | 0.01% | −127−7.1% | Reduced |
| Envestnet Asset Management Inc | 1,820 | $437.0K | 0.00% | +377+26.1% | Added |
| Yorktown Management & Research Co Inc | 1,850 | $444.0K | 0.38% | 00.0% | Unchanged |
| Bank of Montreal | 1,879 | $465.0K | 0.00% | −188−9.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,044 | $491.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,051 | $492.0K | 0.00% | −8−0.4% | Reduced |
| Janus Henderson Group PLC | 2,070 | $496.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,134 | $522.0K | 0.00% | −10,363−82.9% | Reduced |
| State of Wisconsin Investment Board | 2,200 | $528.0K | 0.00% | +1,100+100.0% | Added |
| Victory Capital Management Inc | 2,992 | $530.0K | 0.00% | +1,114+59.3% | Added |
| Laurel Wealth Advisors, Inc. | 2,236 | $537.0K | 0.04% | +97+4.5% | Added |
| Cornercap Investment Counsel Inc | 2,327 | $558.0K | 0.06% | +348+17.6% | Added |
| Franklin Resources Inc | 2,483 | $596.0K | 0.00% | +39+1.6% | Added |
| BNP Paribas Arbitrage, SA | 2,497 | $599.3K | 0.00% | −1,693−40.4% | Reduced |
| Martingale Asset Management L P | 2,575 | $619.0K | 0.01% | +472+22.4% | Added |
| Oregon Public Employees Retirement Fund | 2,669 | $641.0K | 0.01% | −100−3.6% | Reduced |
| Maryland State Retirement & Pension System | 2,885 | $692.0K | 0.02% | +53+1.9% | Added |
| Manufacturers Life Insurance Company, The | 2,958 | $709.9K | 0.00% | −678−18.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,957 | $710.0K | 0.08% | +1,535+107.9% | Added |
| Exchange Traded Concepts, LLC | 2,961 | $711.0K | 0.01% | +562+23.4% | Added |
| Louisiana State Employees Retirement System | 3,500 | $734.0K | 0.02% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3,100 | $744.0K | 0.03% | −400−11.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,292 | $790.0K | 0.00% | +92+2.9% | Added |
| Amalgamated Bank | 3,528 | $847.0K | 0.01% | −201−5.4% | Reduced |
| Amalgamated Financial Corp. | 3,528 | $847.0K | 0.01% | +3,528 | New |
| Hillsdale Investment Management Inc. | 3,800 | $912.0K | 0.06% | 00.0% | Unchanged |