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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 2,483 | $596.0K | 0.00% | +39+1.6% | Added |
| Cornercap Investment Counsel Inc | 2,327 | $558.0K | 0.06% | +348+17.6% | Added |
| Laurel Wealth Advisors, Inc. | 2,236 | $537.0K | 0.04% | +97+4.5% | Added |
| Victory Capital Management Inc | 2,992 | $530.0K | 0.00% | +1,114+59.3% | Added |
| State of Wisconsin Investment Board | 2,200 | $528.0K | 0.00% | +1,100+100.0% | Added |
| HSBC Holdings PLC | 2,134 | $522.0K | 0.00% | −10,363−82.9% | Reduced |
| Janus Henderson Group PLC | 2,070 | $496.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,051 | $492.0K | 0.00% | −8−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,044 | $491.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 1,879 | $465.0K | 0.00% | −188−9.1% | Reduced |
| Yorktown Management & Research Co Inc | 1,850 | $444.0K | 0.38% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,820 | $437.0K | 0.00% | +377+26.1% | Added |
| IndexIQ Advisors LLC | 1,666 | $400.0K | 0.01% | −127−7.1% | Reduced |
| 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 |
| 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 |
| Teacher Retirement System of Texas | 1,567 | $376.0K | 0.00% | +91+6.2% | Added |
| Equitable Trust Co | 1,544 | $371.0K | 0.02% | +10+0.7% | Added |
| SG Americas Securities, LLC | 1,515 | $364.0K | 0.00% | −1,079−41.6% | Reduced |
| Graham Capital Management, L.P. | 1,283 | $307.0K | 0.01% | +1,283 | New |
| Globeflex Capital L P | 1,081 | $259.0K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,059 | $254.0K | 0.02% | −110−9.4% | Reduced |
| Mutual of America Capital Management LLC | 1,028 | $247.0K | 0.00% | +54+5.5% | Added |
| Capital Investment Advisors, LLC | 1,020 | $245.0K | 0.01% | +1,020 | 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 |
| LPL Financial LLC | 958 | $230.0K | 0.00% | +171+21.7% | Added |
| D. E. Shaw & Co., Inc. | 959 | $230.0K | 0.00% | +959 | New |
| Guggenheim Capital LLC | 953 | $229.0K | 0.00% | +89+10.3% | Added |
| Everence Capital Management Inc | 920 | $221.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 869 | $209.0K | 0.00% | −15−1.7% | Reduced |
| Squarepoint Ops LLC | 864 | $207.0K | 0.00% | +864 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 828 | $199.0K | 0.00% | +415+100.5% | Added |
| Captrust Financial Advisors | 582 | $140.0K | 0.00% | +301+107.1% | Added |
| The PNC Financial Services Group, Inc. | 572 | $138.0K | 0.00% | +155+37.2% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 560 | $134.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 453 | $108.7K | 0.00% | −1,388−75.4% | Reduced |
| Harvest Fund Management Co., Ltd | 347 | $83.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 299 | $72.0K | 0.00% | −114−27.6% | Reduced |
| Tower Research Capital LLC (TRC) | 262 | $63.0K | 0.00% | −24−8.4% | Reduced |
| Nisa Investment Advisors, LLC | 250 | $60.0K | 0.00% | −100−28.6% | Reduced |
| Public Employees Retirement System of Ohio | 217 | $52.0K | 0.00% | +11+5.3% | Added |
| Federated Hermes, Inc. | 173 | $42.0K | 0.00% | +1+0.6% | Added |
| Sutton Wealth Advisors Inc. | 173 | $41.5K | 0.01% | −2−1.1% | Reduced |
| Point72 Hong Kong Ltd | 163 | $39.0K | 0.00% | +155+1,937.5% | Added |
| Quadrant Capital Group LLC | 156 | $38.0K | 0.00% | +109+231.9% | Added |
| Lazard Asset Management LLC | 153 | $36.0K | 0.00% | +69+82.1% | Added |
| Rockefeller Capital Management L.P. | 122 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 116 | $28.0K | 0.16% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $27.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 94 | $23.0K | 0.00% | +63+203.2% | Added |
| Signaturefd, LLC | 84 | $20.0K | 0.00% | +60+250.0% | Added |
| Fieldpoint Private Securities, LLC | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 80 | $19.0K | 0.00% | +38+90.5% | Added |
| Key Financial Inc | 51 | $12.0K | 0.01% | +51 | New |
| Global Retirement Partners, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 32 | $8.00K | 0.00% | +32 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 1 | – | – | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −56,556−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −18,025−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,964−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −7,103−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −5,695−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,228−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −3,513−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |