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, Q4 2022
Institutional positions in Virtus Investment Partners, Inc. as of Dec 31, 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
- 178
- +5 vs. Q3 2022
- Shares held
- 6.01M
- +98.4K (+1.7%) vs. Q3 2022
- Total value
- $1.15B
- +$207.9M (+22.0%) vs. Q3 2022
- New holders
- 31
- 52 more added
- Sold out
- 26
- 62 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 223 | $1.30B |
| Q1 2024 | 212 | $1.42B |
| Q4 2023 | 188 | $1.39B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.15B |
| Q4 2022 | 178 | $1.15B |
| Q3 2022 | 175 | $946.0M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 200 | $1.89B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,193,804 | $228.5M | 0.01% | +29,093+2.5% | Added |
| Vanguard Group Inc | 896,637 | $171.7M | 0.00% | +15,184+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 433,382 | $83.0M | 0.06% | −948−0.2% | Reduced |
| State Street Corp | 276,831 | $53.0M | 0.00% | +24,360+9.6% | Added |
| Dimensional Fund Advisors LP | 266,657 | $51.0M | 0.02% | +3,822+1.5% | Added |
| Vulcan Value Partners, LLC | 222,436 | $42.6M | 0.57% | −124,898−36.0% | Reduced |
| FMR LLC | 174,575 | $33.4M | 0.00% | +10,559+6.4% | Added |
| Brown Advisory Inc | 148,898 | $28.5M | 0.05% | −5,400−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 146,100 | $28.0M | 0.23% | +68,002+87.1% | Added |
| Geode Capital Management, LLC | 131,868 | $25.2M | 0.00% | +4,402+3.5% | Added |
| Royal Bank of Canada | 131,401 | $25.2M | 0.01% | −209−0.2% | Reduced |
| WCM Investment Management, LLC | 113,801 | $21.8M | 0.07% | −16,099−12.4% | Reduced |
| Bank of New York Mellon Corp | 109,882 | $21.0M | 0.00% | +21,474+24.3% | Added |
| Northern Trust Corp | 100,117 | $19.2M | 0.00% | −3,606−3.5% | Reduced |
| Victory Capital Management Inc | 92,029 | $17.6M | 0.02% | +13,178+16.7% | Added |
| Price T Rowe Associates Inc | 89,082 | $17.1M | 0.00% | −4,591−4.9% | Reduced |
| Zimmer Partners, LP | 87,480 | $16.7M | 0.34% | +39,980+84.2% | Added |
| Charles Schwab Investment Management Inc | 83,471 | $16.0M | 0.01% | +3,182+4.0% | Added |
| JPMorgan Chase & Co | 73,311 | $14.0M | 0.00% | +16,282+28.6% | Added |
| Norges Bank | 67,005 | $12.8M | 0.00% | −800−1.2% | Reduced |
| Morgan Stanley | 64,380 | $12.3M | 0.00% | −531−0.8% | Reduced |
| Nuveen Asset Management, LLC | 62,733 | $12.0M | 0.00% | +4,387+7.5% | Added |
| Amundi | 51,942 | $11.1M | 0.01% | +5,400+11.6% | Added |
| Bank of America Corp | 54,408 | $10.4M | 0.00% | +1,722+3.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 50,000 | $9.57M | 0.77% | 00.0% | Unchanged |
| AWH Capital, L.P. | 44,490 | $8.52M | 10.60% | 00.0% | Unchanged |
| American Century Companies Inc | 41,730 | $7.99M | 0.01% | +15,394+58.5% | Added |
| Principal Financial Group Inc | 41,602 | $7.96M | 0.01% | −2,643−6.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 36,820 | $7.05M | 0.03% | +12,990+54.5% | Added |
| Man Group plc | 36,041 | $6.90M | 0.02% | +23,417+185.5% | Added |
| Basswood Capital Management, L.L.C. | 35,311 | $6.76M | 0.50% | +35,311 | New |
| Bridgeway Capital Management, LLC | 32,232 | $6.17M | 0.16% | +15,000+87.0% | Added |
| Ameriprise Financial Inc | 32,002 | $6.13M | 0.00% | +126+0.4% | Added |
| Panagora Asset Management Inc | 26,380 | $5.05M | 0.03% | +15,852+150.6% | Added |
| Prudential Financial Inc | 25,379 | $4.86M | 0.01% | +4,000+18.7% | Added |
| Invesco Ltd. | 23,918 | $4.58M | 0.00% | −1,910−7.4% | Reduced |
| Rhumbline Advisers | 23,593 | $4.52M | 0.01% | +810+3.6% | Added |
| AQR Capital Management LLC | 21,231 | $4.06M | 0.01% | +3,818+21.9% | Added |
| Huber Capital Management LLC | 20,270 | $3.88M | 0.98% | −6,200−23.4% | Reduced |
| Legal & General Group Plc | 19,646 | $3.76M | 0.00% | +234+1.2% | Added |
| First Trust Advisors LP | 18,549 | $3.55M | 0.00% | −196−1.0% | Reduced |
| Brandywine Global Investment Management, LLC | 18,513 | $3.54M | 0.03% | −564−3.0% | Reduced |
| Gator Capital Management, LLC | 18,149 | $3.47M | 2.55% | +3,183+21.3% | Added |
| Swiss National Bank | 17,600 | $3.37M | 0.00% | −100−0.6% | Reduced |
| Goldman Sachs Group Inc | 16,938 | $3.24M | 0.00% | −7,804−31.5% | Reduced |
| Truist Financial Corp | 15,637 | $2.99M | 0.01% | −357−2.2% | Reduced |
| Interval Partners, LP | 13,176 | $2.52M | 0.20% | +13,176 | New |
| Vident Investment Advisory, LLC | 12,708 | $2.43M | 0.09% | +12,708 | New |
| Public Sector Pension Investment Board | 12,368 | $2.37M | 0.02% | −167−1.3% | Reduced |
| Renaissance Technologies LLC | 12,329 | $2.36M | 0.00% | −3,800−23.6% | Reduced |
| State of New Jersey Common Pension Fund D | 12,107 | $2.32M | 0.01% | +12,107 | New |
| Virginia Retirement Systems Et Al | 11,700 | $2.24M | 0.02% | +2,000+20.6% | Added |
| Alliancebernstein L.P. | 10,655 | $2.04M | 0.00% | +11+0.1% | Added |
| Deutsche Bank AG | 9,280 | $1.78M | 0.00% | +6,237+205.0% | Added |
| California State Teachers Retirement System | 9,103 | $1.74M | 0.00% | −69−0.8% | Reduced |
| Credit Suisse AG | 8,364 | $1.60M | 0.00% | +1,828+28.0% | Added |
| Great West Life Assurance Co | 7,438 | $1.42M | 0.00% | −145−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,275 | $1.39M | 0.01% | +1,044+16.8% | Added |
| Voya Investment Management LLC | 7,250 | $1.39M | 0.00% | −144−1.9% | Reduced |
| Thrivent Financial for Lutherans | 6,973 | $1.33M | 0.00% | −96−1.4% | Reduced |
| UBS Asset Management Americas Inc | 6,797 | $1.30M | 0.00% | +505+8.0% | Added |
| New York State Teachers Retirement System | 6,603 | $1.26M | 0.00% | −49−0.7% | Reduced |
| Raymond James & Associates | 6,098 | $1.17M | 0.00% | −16−0.3% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.16M | 0.84% | 00.0% | Unchanged |
| Barclays PLC | 5,867 | $1.12M | 0.00% | +1,568+36.5% | Added |
| Holocene Advisors, LP | 5,617 | $1.08M | 0.01% | −1,346−19.3% | Reduced |
| Putnam Investments LLC | 5,584 | $1.07M | 0.00% | −3−0.1% | Reduced |
| New York State Common Retirement Fund | 5,259 | $1.01M | 0.00% | −2,895−35.5% | Reduced |
| Russell Investments Group, Ltd. | 5,099 | $976.2K | 0.00% | −141−2.7% | Reduced |
| State of Wisconsin Investment Board | 5,006 | $958.3K | 0.00% | +15+0.3% | Added |
| Occudo Quantitative Strategies LP | 4,756 | $910.5K | 0.11% | +4,756 | New |
| State of Alaska, Department of Revenue | 4,735 | $906.0K | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 4,570 | $875.0K | 0.01% | −352−7.2% | Reduced |
| Algert Global LLC | 4,538 | $868.8K | 0.05% | 00.0% | Unchanged |
| Comerica Bank | 4,039 | $854.0K | 0.01% | −1,190−22.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,426 | $847.0K | 0.35% | +3,851+669.7% | Added |
| Yousif Capital Management, LLC | 4,331 | $829.1K | 0.01% | −1,567−26.6% | Reduced |
| State of Tennessee, Treasury Department | 4,144 | $793.0K | 0.00% | −294−6.6% | Reduced |
| Citigroup Inc | 4,083 | $781.6K | 0.00% | +820+25.1% | Added |
| American International Group, Inc. | 3,763 | $720.4K | 0.01% | −32−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 3,602 | $689.6K | 0.00% | −350−8.9% | Reduced |
| UBS Group AG | 3,587 | $686.7K | 0.00% | +2,336+186.7% | Added |
| MetLife Investment Management | 3,566 | $682.7K | 0.01% | −321−8.3% | Reduced |
| Louisiana State Employees Retirement System | 3,200 | $613.0K | 0.02% | −100−3.0% | Reduced |
| Amalgamated Bank | 3,146 | $602.0K | 0.01% | −10.0% | Reduced |
| Manufacturers Life Insurance Company, The | 2,822 | $540.2K | 0.00% | −2−0.1% | Reduced |
| Maryland State Retirement & Pension System | 2,798 | $535.6K | 0.02% | +2,798 | New |
| BNP Paribas Arbitrage, SA | 2,779 | $532.0K | 0.00% | −2,563−48.0% | Reduced |
| Franklin Resources Inc | 2,720 | $520.7K | 0.00% | +128+4.9% | Added |
| Schroder Investment Management Group | 2,572 | $474.4K | 0.00% | +2,572 | New |
| WBI Investments | 2,423 | $463.9K | 0.10% | +2,423 | New |
| New York Life Investment Management LLC | 2,358 | $451.4K | 0.01% | +260+12.4% | Added |
| Guggenheim Capital LLC | 2,328 | $445.7K | 0.00% | +2,328 | New |
| Oregon Public Employees Retirement Fund | 2,262 | $433.0K | 0.01% | −4−0.2% | Reduced |
| Envestnet Asset Management Inc | 2,213 | $423.6K | 0.00% | +736+49.8% | Added |
| Janus Henderson Group PLC | 2,193 | $419.6K | 0.00% | +2,193 | New |
| Teachers Retirement System of the State of Kentucky | 2,167 | $415.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,100 | $402.0K | 0.00% | +17+0.8% | Added |
| Arizona State Retirement System | 2,053 | $393.0K | 0.00% | +22+1.1% | Added |
| Capital Investment Advisors, LLC | 2,053 | $393.0K | 0.01% | +9+0.4% | Added |