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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
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.

Institutional holdersQ3 2022: 176 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 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: $946.2M
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 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 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$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
Wells Fargo & Company4,994$797.0K0.00%−5,619−52.9%Reduced
Jane Street Group, LLC5,094$813.0K0.00%+348+7.3%Added
Russell Investments Group, Ltd.5,240$834.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA5,342$852.2K0.00%+2,368+79.6%Added
Comerica Bank5,229$868.0K0.01%−785−13.1%Reduced
Putnam Investments LLC5,587$891.0K0.00%−99−1.7%Reduced
Yousif Capital Management, LLC5,898$941.0K0.01%−274−4.4%Reduced
Millennium Management LLC5,914$943.0K0.00%+5,914New
Santa Monica Partners LP6,076$969.0K0.73%00.0%Unchanged
Raymond James & Associates6,114$975.0K0.00%−803−11.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys6,231$994.0K0.01%−173−2.7%Reduced
UBS Asset Management Americas Inc6,292$1.00M0.00%−387−5.8%Reduced
Bank of Montreal5,754$1.02M0.00%+5,754New
Credit Suisse AG6,536$1.04M0.00%+149+2.3%Added
New York State Teachers Retirement System6,652$1.06M0.00%00.0%Unchanged
Holocene Advisors, LP6,963$1.11M0.01%+2,840+68.9%Added
Thrivent Financial for Lutherans7,069$1.13M0.00%+168+2.4%Added
Voya Investment Management LLC7,394$1.18M0.00%−11,273−60.4%Reduced
Great West Life Assurance Co7,583$1.21M0.00%+775+11.4%Added
New York State Common Retirement Fund8,154$1.30M0.00%−474−5.5%Reduced
California State Teachers Retirement System9,172$1.46M0.00%−341−3.6%Reduced
Virginia Retirement Systems Et Al9,700$1.55M0.02%+9,700New
Eaton Vance Management10,000$1.59M0.00%−13−0.1%Reduced
Panagora Asset Management Inc10,528$1.68M0.01%+868+9.0%Added
Alliancebernstein L.P.10,644$1.70M0.00%−583−5.2%Reduced
Public Sector Pension Investment Board12,535$2.00M0.02%−469−3.6%Reduced
Man Group plc12,624$2.01M0.01%––
Gator Capital Management, LLC14,966$2.39M1.99%+6,268+72.1%Added
Truist Financial Corp15,994$2.55M0.00%+2,728+20.6%Added
Renaissance Technologies LLC16,129$2.57M0.00%+900+5.9%Added
Bridgeway Capital Management, LLC17,232$2.75M0.07%00.0%Unchanged
AQR Capital Management LLC17,413$2.78M0.01%+6,518+59.8%Added
Swiss National Bank17,700$2.82M0.00%−200−1.1%Reduced
First Trust Advisors LP18,745$2.99M0.00%+915+5.1%Added
Brandywine Global Investment Management, LLC19,077$3.04M0.03%−609−3.1%Reduced
Verition Fund Management LLC19,110$3.05M0.04%−4,714−19.8%Reduced
Legal & General Group Plc19,412$3.10M0.00%−296−1.5%Reduced
Prudential Financial Inc21,379$3.41M0.01%−2,213−9.4%Reduced
Rhumbline Advisers22,783$3.63M0.01%+288+1.3%Added
Hotchkis & Wiley Capital Management LLC23,830$3.80M0.02%+5,610+30.8%Added
Goldman Sachs Group Inc24,742$3.95M0.00%+507+2.1%Added
Invesco Ltd.25,828$4.12M0.00%−815−3.1%Reduced
American Century Companies Inc26,336$4.20M0.00%+6,623+33.6%Added
Huber Capital Management LLC26,470$4.22M1.18%+3,800+16.8%Added
Ameriprise Financial Inc31,876$5.09M0.00%−759−2.3%Reduced
Newtyn Management, LLC31,916$5.09M1.12%−7,584−19.2%Reduced
ExodusPoint Capital Management, LP36,446$5.81M0.08%−25,781−41.4%Reduced
Balyasny Asset Management LLC39,475$6.30M0.02%−7,268−15.5%Reduced
Principal Financial Group Inc44,245$7.06M0.01%−4,937−10.0%Reduced
AWH Capital, L.P.44,490$7.10M10.33%+3,750+9.2%Added
Zimmer Partners, LP47,500$7.58M0.17%+47,500New
Amundi46,542$7.75M0.00%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA50,000$7.98M0.68%00.0%Unchanged
Bank of America Corp52,686$8.40M0.00%−20,503−28.0%Reduced
JPMorgan Chase & Co57,029$9.10M0.00%−7,244−11.3%Reduced
Nuveen Asset Management, LLC58,346$9.31M0.00%−3,688−5.9%Reduced
Morgan Stanley64,911$10.4M0.00%−6,820−9.5%Reduced
Norges Bank67,805$10.8M0.00%+277+0.4%Added
Schonfeld Strategic Advisors LLC78,098$12.5M0.10%+21,184+37.2%Added
Victory Capital Management Inc78,851$12.6M0.01%+76,324+3,020.3%Added
Charles Schwab Investment Management Inc80,289$12.8M0.00%+2,501+3.2%Added
Bank of New York Mellon Corp88,408$14.1M0.00%+2,437+2.8%Added
Price T Rowe Associates Inc93,673$14.9M0.00%−436,430−82.3%Reduced
Northern Trust Corp103,723$16.5M0.00%+1,074+1.0%Added
Geode Capital Management, LLC127,466$20.3M0.00%−1,871−1.4%Reduced
Royal Bank of Canada131,610$21.0M0.01%−7,779−5.6%Reduced
WCM Investment Management, LLC129,900$21.1M0.08%+2,356+1.8%Added
Brown Advisory Inc154,298$24.6M0.05%−2,832−1.8%Reduced
FMR LLC164,016$26.2M0.00%+18,899+13.0%Added
State Street Corp252,471$40.3M0.00%−2,132−0.8%Reduced
Dimensional Fund Advisors LP262,835$41.9M0.02%+771+0.3%Added
Vulcan Value Partners, LLC347,334$55.4M0.65%−26,094−7.0%Reduced
T. Rowe Price Investment Management, Inc.434,330$69.3M0.06%+434,330New
Vanguard Group Inc881,453$140.6M0.00%−7,967−0.9%Reduced
BlackRock Inc.1,164,711$185.8M0.01%−22,576−1.9%Reduced
Baron Silver Stevens Financial Advisors, LLC13––+13New
Sittner & Nelson, LLC0$00.00%−9−100.0%Sold out
Steamboat Capital Partners, LLC0$00.00%−42,500−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−26,106−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−22,606−100.0%Sold out
Mount Capital Ltd0$00.00%−10,273−100.0%Sold out
Winton Group Ltd0$00.00%−6,796−100.0%Sold out
Jump Financial, LLC0$00.00%−5,853−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−3,067−100.0%Sold out
Versor Investments LP0$00.00%−3,000−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−2,847−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,276−100.0%Sold out
New York Life Investments Alternatives0$00.00%−2,253−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,219−100.0%Sold out
Janus Henderson Group PLC0$00.00%−2,069−100.0%Sold out
Guggenheim Capital LLC0$00.00%−1,564−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−1,240−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,205−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,111−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−968−100.0%Sold out
Captrust Financial Advisors0$00.00%−562−100.0%Sold out
Curi Capital0$00.00%−92−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−26−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−7−100.0%Sold out