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, Q2 2022
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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
- 176
- −6 vs. Q1 2022
- Shares held
- 6.00M
- −178.4K (−2.9%) vs. Q1 2022
- Total value
- $1.03B
- −$451.9M (−30.6%) vs. Q1 2022
- New holders
- 26
- 57 more added
- Sold out
- 32
- 62 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | −75−93.8% | Reduced |
| Sageworth Trust Co of South Dakota | 5 | $1.00K | 0.00% | −18−78.3% | Reduced |
| Ellevest, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 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 | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Glassman Wealth Services | 3 | $1.00K | 0.00% | +2+200.0% | Added |
| Schubert & Co | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Venture Visionary Partners LLC | 7 | $1.20K | 0.00% | +7 | New |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $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 |
| Riggs Asset Managment Co. Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 26 | $4.00K | 0.00% | +26 | New |
| Northwestern Mutual Wealth Management Co | 30 | $5.00K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 34 | $6.00K | 0.00% | +9+36.0% | Added |
| Global Retirement Partners, LLC | 41 | $7.00K | 0.00% | −9−18.0% | Reduced |
| Fifth Third Bancorp | 61 | $10.0K | 0.00% | +37+154.2% | Added |
| Bessemer Group Inc | 57 | $10.0K | 0.00% | +57 | New |
| Riverview Trust Co | 78 | $13.0K | 0.01% | +78 | New |
| Curi Capital | 92 | $16.0K | 0.00% | +92 | New |
| Macquarie Group Ltd | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $19.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 115 | $20.0K | 0.00% | +83+259.4% | Added |
| Allworth Financial LP | 125 | $21.0K | 0.00% | +120+2,400.0% | Added |
| US Bancorp | 136 | $23.0K | 0.00% | +56+70.0% | Added |
| Rockefeller Capital Management L.P. | 142 | $24.0K | 0.00% | +20+16.4% | Added |
| Lazard Asset Management LLC | 153 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 177 | $29.0K | 0.00% | −122−40.8% | Reduced |
| Public Employees Retirement System of Ohio | 240 | $41.0K | 0.00% | +23+10.6% | Added |
| CWM, LLC | 239 | $41.0K | 0.00% | +145+154.3% | Added |
| Sutton Wealth Advisors Inc. | 246 | $42.1K | 0.02% | +73+42.2% | Added |
| Nisa Investment Advisors, LLC | 250 | $43.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 280 | $48.0K | 0.01% | +124+79.5% | Added |
| Signaturefd, LLC | 323 | $55.0K | 0.00% | +239+284.5% | Added |
| Tower Research Capital LLC (TRC) | 330 | $57.0K | 0.00% | +68+26.0% | Added |
| Harvest Fund Management Co., Ltd | 347 | $59.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 376 | $64.0K | 0.00% | −2,916−88.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $71.0K | 0.00% | −415−50.1% | Reduced |
| Metropolitan Life Insurance Co | 453 | $77.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 480 | $82.0K | 0.00% | −92−16.1% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $95.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 562 | $96.0K | 0.00% | −20−3.4% | Reduced |
| KBC Group NV | 596 | $102.0K | 0.00% | +596 | New |
| UBS Group AG | 779 | $133.0K | 0.00% | −842−51.9% | Reduced |
| New South Capital Management Inc | 12,330 | $133.0K | 0.01% | +42+0.3% | Added |
| Advisors Asset Management, Inc. | 968 | $166.0K | 0.00% | +968 | New |
| HM Payson & Co | 1,000 | $171.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $171.0K | 0.13% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,081 | $185.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,111 | $190.0K | 0.02% | +1,111 | New |
| Mutual of America Capital Management LLC | 1,180 | $202.0K | 0.00% | +152+14.8% | Added |
| Two Sigma Securities, LLC | 1,205 | $206.0K | 0.04% | +1,205 | New |
| Teacher Retirement System of Texas | 1,240 | $212.0K | 0.00% | −327−20.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,559 | $267.0K | 0.03% | −677−30.3% | Reduced |
| Guggenheim Capital LLC | 1,564 | $268.0K | 0.00% | +611+64.1% | Added |
| Engineers Gate Manager LP | 1,730 | $296.0K | 0.01% | +1,730 | New |
| Envestnet Asset Management Inc | 1,808 | $309.0K | 0.00% | −12−0.7% | Reduced |
| New York Life Investment Management LLC | 1,943 | $332.0K | 0.00% | +1,943 | New |
| Man Group plc | – | $346.0K | 0.00% | – | New |
| Arizona State Retirement System | 2,056 | $352.0K | 0.00% | +5+0.2% | Added |
| Janus Henderson Group PLC | 2,069 | $354.0K | 0.00% | −10.0% | Reduced |
| Gsa Capital Partners LLP | 2,219 | $379.0K | 0.06% | +2,219 | New |
| New York Life Investments Alternatives | 2,253 | $385.0K | 0.35% | −4,899−68.5% | Reduced |
| SG Americas Securities, LLC | 2,276 | $389.0K | 0.01% | +761+50.2% | Added |
| Oregon Public Employees Retirement Fund | 2,305 | $394.0K | 0.01% | −364−13.6% | Reduced |
| Equitable Trust Co | 2,329 | $398.0K | 0.03% | +785+50.8% | Added |
| HSBC Holdings PLC | 2,337 | $406.0K | 0.00% | +203+9.5% | Added |
| Franklin Resources Inc | 2,498 | $427.0K | 0.00% | +15+0.6% | Added |
| Victory Capital Management Inc | 2,527 | $432.0K | 0.00% | −465−15.5% | Reduced |
| Maryland State Retirement & Pension System | 2,847 | $487.0K | 0.02% | −38−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 2,862 | $489.5K | 0.00% | −96−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 2,974 | $508.6K | 0.00% | +477+19.1% | Added |
| Versor Investments LP | 3,000 | $513.0K | 0.02% | +1,400+87.5% | Added |
| Exchange Traded Concepts, LLC | 3,067 | $525.0K | 0.02% | +106+3.6% | Added |
| Citigroup Inc | 3,147 | $539.0K | 0.00% | −3,545−53.0% | Reduced |
| Amalgamated Bank | 3,159 | $540.0K | 0.01% | −369−10.5% | Reduced |
| Louisiana State Employees Retirement System | 3,400 | $628.0K | 0.02% | −100−2.9% | Reduced |
| American International Group, Inc. | 3,858 | $660.0K | 0.00% | −311−7.5% | Reduced |
| Deutsche Bank AG | 3,879 | $663.0K | 0.00% | −38,571−90.9% | Reduced |
| MetLife Investment Management | 3,887 | $664.8K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,952 | $676.0K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,123 | $705.0K | 0.00% | +4,123 | New |
| Jane Street Group, LLC | 4,746 | $812.0K | 0.00% | +4,746 | New |
| Cubist Systematic Strategies, LLC | 4,895 | $837.0K | 0.01% | −3,633−42.6% | Reduced |
| Alpha Paradigm Partners, LLC | 4,910 | $840.0K | 0.35% | +4,910 | New |
| Texas Permanent School Fund | 5,091 | $871.0K | 0.01% | +34+0.7% | Added |
| State of Tennessee, Treasury Department | 5,194 | $888.0K | 0.00% | 00.0% | Unchanged |