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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 2,167 | $346.0K | 0.00% | +2,167 | New |
| Tower Research Capital LLC (TRC) | 2,108 | $336.0K | 0.01% | +1,778+538.8% | Added |
| New York Life Investment Management LLC | 2,098 | $335.0K | 0.00% | +155+8.0% | Added |
| Mariner, LLC | 2,083 | $332.0K | 0.00% | +2,083 | New |
| Walleye Capital LLC | 2,074 | $331.0K | 0.01% | +2,074 | New |
| Capital Investment Advisors, LLC | 2,044 | $326.0K | 0.01% | +2,044 | New |
| Arizona State Retirement System | 2,031 | $324.0K | 0.00% | −25−1.2% | Reduced |
| Los Angeles Capital Management LLC | 1,951 | $311.0K | 0.00% | −3,853−66.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,610 | $257.0K | 0.03% | +51+3.3% | Added |
| Graham Capital Management, L.P. | 1,594 | $254.0K | 0.01% | +1,594 | New |
| Envestnet Asset Management Inc | 1,477 | $236.0K | 0.00% | −331−18.3% | Reduced |
| 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 |
| Mutual of America Capital Management LLC | 1,361 | $217.0K | 0.00% | +181+15.3% | Added |
| HSBC Holdings PLC | 1,295 | $210.0K | 0.00% | −1,042−44.6% | Reduced |
| UBS Group AG | 1,251 | $199.0K | 0.00% | +472+60.6% | Added |
| Globeflex Capital L P | 1,081 | $172.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $160.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $144.0K | 0.01% | +900 | New |
| New South Capital Management Inc | 12,396 | $130.0K | 0.01% | +66+0.5% | Added |
| KBC Group NV | 596 | $95.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 575 | $92.0K | 0.04% | −4,335−88.3% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $89.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 459 | $73.0K | 0.01% | +179+63.9% | Added |
| The PNC Financial Services Group, Inc. | 432 | $69.0K | 0.00% | −48−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $66.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 391 | $62.4K | 0.00% | −62−13.7% | Reduced |
| Harvest Fund Management Co., Ltd | 347 | $55.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 340 | $54.0K | 0.00% | −36−9.6% | Reduced |
| Point72 Hong Kong Ltd | 326 | $52.0K | 0.00% | +326 | New |
| Signaturefd, LLC | 295 | $47.0K | 0.00% | −28−8.7% | Reduced |
| Nisa Investment Advisors, LLC | 255 | $44.0K | 0.00% | +5+2.0% | Added |
| Public Employees Retirement System of Ohio | 267 | $43.0K | 0.00% | +27+11.3% | Added |
| Sutton Wealth Advisors Inc. | 242 | $38.6K | 0.02% | −4−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 211 | $34.0K | 0.00% | +34+19.2% | Added |
| CWM, LLC | 204 | $33.0K | 0.00% | −35−14.6% | Reduced |
| Lazard Asset Management LLC | 153 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 124 | $20.0K | 0.00% | −1−0.8% | Reduced |
| 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 |
| Field & Main Bank | 111 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 111 | $18.0K | 0.00% | +111 | New |
| 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 |
| Riverview Trust Co | 78 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 76 | $12.0K | 0.00% | +15+24.6% | Added |
| Bessemer Group Inc | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $9.00K | 0.00% | +52+742.9% | Added |
| AlphaMark Advisors, LLC | 39 | $6.00K | 0.00% | +39 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Baron Silver Stevens Financial Advisors, LLC | 13 | – | – | +13 | New |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −26,106−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −22,606−100.0% | Sold out |
| Mount Capital Ltd | 0 | $0 | 0.00% | −10,273−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |