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 |
|---|---|---|---|---|---|
| New York Life Investments Alternatives | 2,253 | $385.0K | 0.35% | −4,899−68.5% | Reduced |
| Gsa Capital Partners LLP | 2,219 | $379.0K | 0.06% | +2,219 | New |
| Janus Henderson Group PLC | 2,069 | $354.0K | 0.00% | −10.0% | Reduced |
| Arizona State Retirement System | 2,056 | $352.0K | 0.00% | +5+0.2% | Added |
| Man Group plc | – | $346.0K | 0.00% | – | New |
| New York Life Investment Management LLC | 1,943 | $332.0K | 0.00% | +1,943 | New |
| Envestnet Asset Management Inc | 1,808 | $309.0K | 0.00% | −12−0.7% | Reduced |
| Engineers Gate Manager LP | 1,730 | $296.0K | 0.01% | +1,730 | New |
| Guggenheim Capital LLC | 1,564 | $268.0K | 0.00% | +611+64.1% | Added |
| Laurel Wealth Advisors, Inc. | 1,559 | $267.0K | 0.03% | −677−30.3% | Reduced |
| Teacher Retirement System of Texas | 1,240 | $212.0K | 0.00% | −327−20.9% | Reduced |
| Two Sigma Securities, LLC | 1,205 | $206.0K | 0.04% | +1,205 | New |
| Mutual of America Capital Management LLC | 1,180 | $202.0K | 0.00% | +152+14.8% | Added |
| Quantbot Technologies LP | 1,111 | $190.0K | 0.02% | +1,111 | New |
| Globeflex Capital L P | 1,081 | $185.0K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $171.0K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 1,000 | $171.0K | 0.13% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 968 | $166.0K | 0.00% | +968 | 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 |
| KBC Group NV | 596 | $102.0K | 0.00% | +596 | New |
| Captrust Financial Advisors | 562 | $96.0K | 0.00% | −20−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $95.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 480 | $82.0K | 0.00% | −92−16.1% | Reduced |
| Metropolitan Life Insurance Co | 453 | $77.5K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $71.0K | 0.00% | −415−50.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 376 | $64.0K | 0.00% | −2,916−88.6% | Reduced |
| Harvest Fund Management Co., Ltd | 347 | $59.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 330 | $57.0K | 0.00% | +68+26.0% | Added |
| Signaturefd, LLC | 323 | $55.0K | 0.00% | +239+284.5% | Added |
| Quadrant Capital Group LLC | 280 | $48.0K | 0.01% | +124+79.5% | Added |
| Nisa Investment Advisors, LLC | 250 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 246 | $42.1K | 0.02% | +73+42.2% | Added |
| 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 |
| Advisor Group Holdings, Inc. | 177 | $29.0K | 0.00% | −122−40.8% | Reduced |
| Lazard Asset Management LLC | 153 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $24.0K | 0.00% | +20+16.4% | Added |
| US Bancorp | 136 | $23.0K | 0.00% | +56+70.0% | Added |
| Allworth Financial LP | 125 | $21.0K | 0.00% | +120+2,400.0% | Added |
| Parallel Advisors, LLC | 115 | $20.0K | 0.00% | +83+259.4% | Added |
| Field & Main Bank | 111 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 92 | $16.0K | 0.00% | +92 | New |
| Riverview Trust Co | 78 | $13.0K | 0.01% | +78 | New |
| Fifth Third Bancorp | 61 | $10.0K | 0.00% | +37+154.2% | Added |
| Bessemer Group Inc | 57 | $10.0K | 0.00% | +57 | New |
| Global Retirement Partners, LLC | 41 | $7.00K | 0.00% | −9−18.0% | Reduced |
| Parkside Financial Bank & Trust | 34 | $6.00K | 0.00% | +9+36.0% | Added |
| Northwestern Mutual Wealth Management Co | 30 | $5.00K | 0.00% | +30 | New |
| Lindbrook Capital, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Riggs Asset Managment Co. Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 26 | $4.00K | 0.00% | +26 | 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 |
| Venture Visionary Partners LLC | 7 | $1.20K | 0.00% | +7 | 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 |
| 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 |
| Millennium Management LLC | 0 | $0 | 0.00% | −80,042−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −34,670−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −19,633−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −5,103−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,879−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −568−100.0% | Sold out |