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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, Q3 2022

Institutional positions in Virtus Investment Partners, Inc. as of Sep 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
175
+1 vs. Q2 2022
Shares held
5.93M
−59.1K (−1.0%) vs. Q2 2022
Total value
$946.0M
−$79.7M (−7.8%) vs. Q2 2022
New holders
29
43 more added
Sold out
28
71 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 175 institutions
Q1 2021: 177 institutionsQ2 2021: 194 institutionsQ3 2021: 198 institutionsQ4 2021: 200 institutionsQ1 2022: 187 institutionsQ2 2022: 175 institutionsQ3 2022: 175 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 175 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 223 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 heldQ3 2022: $946.0M
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.0MQ4 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 2024223$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023175$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022175$946.0M
Q2 2022175$1.03B
Q1 2022187$1.50B
Q4 2021200$1.89B
Q3 2021198$1.99B
Q2 2021194$1.77B
Q1 2021177$1.48B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2022.

Institutions holding VRTS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,164,711$185.8M0.01%−22,576−1.9%Reduced
Vanguard Group Inc881,453$140.6M0.00%−7,967−0.9%Reduced
T. Rowe Price Investment Management, Inc.434,330$69.3M0.06%+434,330New
Vulcan Value Partners, LLC347,334$55.4M0.65%−26,094−7.0%Reduced
Dimensional Fund Advisors LP262,835$41.9M0.02%+771+0.3%Added
State Street Corp252,471$40.3M0.00%−2,132−0.8%Reduced
FMR LLC164,016$26.2M0.00%+18,899+13.0%Added
Brown Advisory Inc154,298$24.6M0.05%−2,832−1.8%Reduced
WCM Investment Management, LLC129,900$21.1M0.08%+2,356+1.8%Added
Royal Bank of Canada131,610$21.0M0.01%−7,779−5.6%Reduced
Geode Capital Management, LLC127,466$20.3M0.00%−1,871−1.4%Reduced
Northern Trust Corp103,723$16.5M0.00%+1,074+1.0%Added
Price T Rowe Associates Inc93,673$14.9M0.00%−436,430−82.3%Reduced
Bank of New York Mellon Corp88,408$14.1M0.00%+2,437+2.8%Added
Charles Schwab Investment Management Inc80,289$12.8M0.00%+2,501+3.2%Added
Victory Capital Management Inc78,851$12.6M0.01%+76,324+3,020.3%Added
Schonfeld Strategic Advisors LLC78,098$12.5M0.10%+21,184+37.2%Added
Norges Bank67,805$10.8M0.00%+277+0.4%Added
Morgan Stanley64,911$10.4M0.00%−6,820−9.5%Reduced
Nuveen Asset Management, LLC58,346$9.31M0.00%−3,688−5.9%Reduced
JPMorgan Chase & Co57,029$9.10M0.00%−7,244−11.3%Reduced
Bank of America Corp52,686$8.40M0.00%−20,503−28.0%Reduced
Lombard Odier Asset Management (Switzerland) SA50,000$7.98M0.68%00.0%Unchanged
Amundi46,542$7.75M0.00%00.0%Unchanged
Zimmer Partners, LP47,500$7.58M0.17%+47,500New
AWH Capital, L.P.44,490$7.10M10.33%+3,750+9.2%Added
Principal Financial Group Inc44,245$7.06M0.01%−4,937−10.0%Reduced
Balyasny Asset Management LLC39,475$6.30M0.02%−7,268−15.5%Reduced
ExodusPoint Capital Management, LP36,446$5.81M0.08%−25,781−41.4%Reduced
Newtyn Management, LLC31,916$5.09M1.12%−7,584−19.2%Reduced
Ameriprise Financial Inc31,876$5.09M0.00%−759−2.3%Reduced
Huber Capital Management LLC26,470$4.22M1.18%+3,800+16.8%Added
American Century Companies Inc26,336$4.20M0.00%+6,623+33.6%Added
Invesco Ltd.25,828$4.12M0.00%−815−3.1%Reduced
Goldman Sachs Group Inc24,742$3.95M0.00%+507+2.1%Added
Hotchkis & Wiley Capital Management LLC23,830$3.80M0.02%+5,610+30.8%Added
Rhumbline Advisers22,783$3.63M0.01%+288+1.3%Added
Prudential Financial Inc21,379$3.41M0.01%−2,213−9.4%Reduced
Legal & General Group Plc19,412$3.10M0.00%−296−1.5%Reduced
Verition Fund Management LLC19,110$3.05M0.04%−4,714−19.8%Reduced
Brandywine Global Investment Management, LLC19,077$3.04M0.03%−609−3.1%Reduced
First Trust Advisors LP18,745$2.99M0.00%+915+5.1%Added
Swiss National Bank17,700$2.82M0.00%−200−1.1%Reduced
AQR Capital Management LLC17,413$2.78M0.01%+6,518+59.8%Added
Bridgeway Capital Management, LLC17,232$2.75M0.07%00.0%Unchanged
Renaissance Technologies LLC16,129$2.57M0.00%+900+5.9%Added
Truist Financial Corp15,994$2.55M0.00%+2,728+20.6%Added
Gator Capital Management, LLC14,966$2.39M1.99%+6,268+72.1%Added
Man Group plc12,624$2.01M0.01%––
Public Sector Pension Investment Board12,535$2.00M0.02%−469−3.6%Reduced
Alliancebernstein L.P.10,644$1.70M0.00%−583−5.2%Reduced
Panagora Asset Management Inc10,528$1.68M0.01%+868+9.0%Added
Eaton Vance Management10,000$1.59M0.00%−13−0.1%Reduced
Virginia Retirement Systems Et Al9,700$1.55M0.02%+9,700New
California State Teachers Retirement System9,172$1.46M0.00%−341−3.6%Reduced
New York State Common Retirement Fund8,154$1.30M0.00%−474−5.5%Reduced
Great West Life Assurance Co7,583$1.21M0.00%+775+11.4%Added
Voya Investment Management LLC7,394$1.18M0.00%−11,273−60.4%Reduced
Thrivent Financial for Lutherans7,069$1.13M0.00%+168+2.4%Added
Holocene Advisors, LP6,963$1.11M0.01%+2,840+68.9%Added
New York State Teachers Retirement System6,652$1.06M0.00%00.0%Unchanged
Credit Suisse AG6,536$1.04M0.00%+149+2.3%Added
Bank of Montreal5,754$1.02M0.00%+5,754New
UBS Asset Management Americas Inc6,292$1.00M0.00%−387−5.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,231$994.0K0.01%−173−2.7%Reduced
Raymond James & Associates6,114$975.0K0.00%−803−11.6%Reduced
Santa Monica Partners LP6,076$969.0K0.73%00.0%Unchanged
Millennium Management LLC5,914$943.0K0.00%+5,914New
Yousif Capital Management, LLC5,898$941.0K0.01%−274−4.4%Reduced
Putnam Investments LLC5,587$891.0K0.00%−99−1.7%Reduced
Comerica Bank5,229$868.0K0.01%−785−13.1%Reduced
BNP Paribas Arbitrage, SA5,342$852.2K0.00%+2,368+79.6%Added
Russell Investments Group, Ltd.5,240$834.0K0.00%00.0%Unchanged
Jane Street Group, LLC5,094$813.0K0.00%+348+7.3%Added
Wells Fargo & Company4,994$797.0K0.00%−5,619−52.9%Reduced
State of Wisconsin Investment Board4,991$796.0K0.00%−1,052−17.4%Reduced
Squarepoint Ops LLC4,960$791.0K0.01%+4,960New
HRT Financial LP4,952$789.0K0.01%+4,952New
Texas Permanent School Fund4,922$785.0K0.01%−169−3.3%Reduced
State of Alaska, Department of Revenue4,735$755.0K0.01%−572−10.8%Reduced
Algert Global LLC4,538$724.0K0.04%−8,060−64.0%Reduced
State of Tennessee, Treasury Department4,438$708.0K0.00%−756−14.6%Reduced
Citadel Advisors LLC4,314$689.0K0.00%+4,314New
Barclays PLC4,299$685.0K0.00%−4,634−51.9%Reduced
Ensign Peak Advisors, Inc3,952$630.0K0.00%00.0%Unchanged
MetLife Investment Management3,887$620.1K0.01%00.0%Unchanged
Duality Advisers, LP3,831$611.0K0.07%+3,831New
American International Group, Inc.3,795$605.0K0.00%−63−1.6%Reduced
Dynamic Technology Lab Private Ltd3,702$591.0K0.06%+3,702New
Ergoteles LLC3,499$558.0K0.02%+3,499New
Louisiana State Employees Retirement System3,300$526.0K0.02%−100−2.9%Reduced
Citigroup Inc3,263$520.0K0.00%+116+3.7%Added
Cubist Systematic Strategies, LLC3,195$510.0K0.00%−1,700−34.7%Reduced
Amalgamated Bank3,147$502.0K0.00%−12−0.4%Reduced
Deutsche Bank AG3,043$486.0K0.00%−836−21.6%Reduced
Manufacturers Life Insurance Company, The2,824$450.5K0.00%−38−1.3%Reduced
Equitable Trust Co2,728$435.0K0.04%+399+17.1%Added
Franklin Resources Inc2,592$414.0K0.00%+94+3.8%Added
Susquehanna International Group, LLP2,475$395.0K0.00%+2,475New
Oregon Public Employees Retirement Fund2,266$361.0K0.01%−39−1.7%Reduced