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
- 176
- +1 vs. Q2 2022
- Shares held
- 5.94M
- −59.1K (−1.0%) vs. Q2 2022
- Total value
- $946.2M
- −$79.7M (−7.8%) vs. Q2 2022
- New holders
- 29
- 44 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | −39−95.1% | Reduced |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| Farmers & Merchants Investments Inc | 5 | $1.00K | 0.00% | +5 | New |
| IFP Advisors, Inc | 3 | $1.00K | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 6 | $1.00K | 0.00% | +6 | 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 |
| EverSource Wealth Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Parkside Financial Bank & Trust | 26 | $4.00K | 0.00% | −8−23.5% | Reduced |
| Lindbrook Capital, LLC | 24 | $4.00K | 0.00% | −4−14.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $4.00K | 0.00% | +25 | New |
| Parallel Advisors, LLC | 31 | $5.00K | 0.00% | −84−73.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 39 | $6.00K | 0.00% | +39 | New |
| Bessemer Group Inc | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $9.00K | 0.00% | +52+742.9% | Added |
| Riverview Trust Co | 78 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $12.0K | 0.00% | +15+24.6% | Added |
| Repertoire Partners LP | 100 | $16.0K | 0.01% | −900−90.0% | Reduced |
| Macquarie Group Ltd | 0 | $16.0K | 0.00% | −100−100.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 111 | $18.0K | 0.00% | +111 | New |
| Rockefeller Capital Management L.P. | 127 | $19.0K | 0.00% | −15−10.6% | Reduced |
| US Bancorp | 122 | $19.0K | 0.00% | −14−10.3% | Reduced |
| Allworth Financial LP | 124 | $20.0K | 0.00% | −1−0.8% | Reduced |
| Lazard Asset Management LLC | 153 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 204 | $33.0K | 0.00% | −35−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 211 | $34.0K | 0.00% | +34+19.2% | Added |
| Sutton Wealth Advisors Inc. | 242 | $38.6K | 0.02% | −4−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 267 | $43.0K | 0.00% | +27+11.3% | Added |
| Nisa Investment Advisors, LLC | 255 | $44.0K | 0.00% | +5+2.0% | Added |
| Signaturefd, LLC | 295 | $47.0K | 0.00% | −28−8.7% | Reduced |
| Point72 Hong Kong Ltd | 326 | $52.0K | 0.00% | +326 | New |
| Allspring Global Investments Holdings, LLC | 340 | $54.0K | 0.00% | −36−9.6% | Reduced |
| Harvest Fund Management Co., Ltd | 347 | $55.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 391 | $62.4K | 0.00% | −62−13.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $66.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 432 | $69.0K | 0.00% | −48−10.0% | Reduced |
| Quadrant Capital Group LLC | 459 | $73.0K | 0.01% | +179+63.9% | Added |
| Ameritas Investment Partners, Inc. | 560 | $89.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 575 | $92.0K | 0.04% | −4,335−88.3% | Reduced |
| KBC Group NV | 596 | $95.0K | 0.00% | 00.0% | Unchanged |
| New South Capital Management Inc | 12,396 | $130.0K | 0.01% | +66+0.5% | Added |
| Aquatic Capital Management LLC | 900 | $144.0K | 0.01% | +900 | New |
| HM Payson & Co | 1,000 | $160.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,081 | $172.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 1,251 | $199.0K | 0.00% | +472+60.6% | Added |
| HSBC Holdings PLC | 1,295 | $210.0K | 0.00% | −1,042−44.6% | Reduced |
| Mutual of America Capital Management LLC | 1,361 | $217.0K | 0.00% | +181+15.3% | Added |
| Engineers Gate Manager LP | 1,449 | $231.0K | 0.01% | −281−16.2% | Reduced |
| LPL Financial LLC | 1,447 | $231.0K | 0.00% | +1,447 | New |
| Envestnet Asset Management Inc | 1,477 | $236.0K | 0.00% | −331−18.3% | Reduced |
| Graham Capital Management, L.P. | 1,594 | $254.0K | 0.01% | +1,594 | New |
| Laurel Wealth Advisors, Inc. | 1,610 | $257.0K | 0.03% | +51+3.3% | Added |
| Los Angeles Capital Management LLC | 1,951 | $311.0K | 0.00% | −3,853−66.4% | Reduced |
| Arizona State Retirement System | 2,031 | $324.0K | 0.00% | −25−1.2% | Reduced |
| Capital Investment Advisors, LLC | 2,044 | $326.0K | 0.01% | +2,044 | New |
| Walleye Capital LLC | 2,074 | $331.0K | 0.01% | +2,074 | New |
| Mariner, LLC | 2,083 | $332.0K | 0.00% | +2,083 | New |
| New York Life Investment Management LLC | 2,098 | $335.0K | 0.00% | +155+8.0% | Added |
| Tower Research Capital LLC (TRC) | 2,108 | $336.0K | 0.01% | +1,778+538.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,167 | $346.0K | 0.00% | +2,167 | New |
| Oregon Public Employees Retirement Fund | 2,266 | $361.0K | 0.01% | −39−1.7% | Reduced |
| Susquehanna International Group, LLP | 2,475 | $395.0K | 0.00% | +2,475 | New |
| Franklin Resources Inc | 2,592 | $414.0K | 0.00% | +94+3.8% | Added |
| Equitable Trust Co | 2,728 | $435.0K | 0.04% | +399+17.1% | Added |
| Manufacturers Life Insurance Company, The | 2,824 | $450.5K | 0.00% | −38−1.3% | Reduced |
| Deutsche Bank AG | 3,043 | $486.0K | 0.00% | −836−21.6% | Reduced |
| Amalgamated Bank | 3,147 | $502.0K | 0.00% | −12−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 3,195 | $510.0K | 0.00% | −1,700−34.7% | Reduced |
| Citigroup Inc | 3,263 | $520.0K | 0.00% | +116+3.7% | Added |
| Louisiana State Employees Retirement System | 3,300 | $526.0K | 0.02% | −100−2.9% | Reduced |
| Ergoteles LLC | 3,499 | $558.0K | 0.02% | +3,499 | New |
| Dynamic Technology Lab Private Ltd | 3,702 | $591.0K | 0.06% | +3,702 | New |
| American International Group, Inc. | 3,795 | $605.0K | 0.00% | −63−1.6% | Reduced |
| Duality Advisers, LP | 3,831 | $611.0K | 0.07% | +3,831 | New |
| MetLife Investment Management | 3,887 | $620.1K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,952 | $630.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,299 | $685.0K | 0.00% | −4,634−51.9% | Reduced |
| Citadel Advisors LLC | 4,314 | $689.0K | 0.00% | +4,314 | New |
| State of Tennessee, Treasury Department | 4,438 | $708.0K | 0.00% | −756−14.6% | Reduced |
| Algert Global LLC | 4,538 | $724.0K | 0.04% | −8,060−64.0% | Reduced |
| State of Alaska, Department of Revenue | 4,735 | $755.0K | 0.01% | −572−10.8% | Reduced |
| Texas Permanent School Fund | 4,922 | $785.0K | 0.01% | −169−3.3% | Reduced |
| HRT Financial LP | 4,952 | $789.0K | 0.01% | +4,952 | New |
| Squarepoint Ops LLC | 4,960 | $791.0K | 0.01% | +4,960 | New |
| State of Wisconsin Investment Board | 4,991 | $796.0K | 0.00% | −1,052−17.4% | Reduced |