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
- +4 vs. Q3 2022
- Shares held
- 6.01M
- +86.0K (+1.5%) vs. Q3 2022
- Total value
- $1.15B
- +$207.8M (+22.0%) vs. Q3 2022
- New holders
- 31
- 52 more added
- Sold out
- 27
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 347 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $191 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $191 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $191 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $191 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $191 | 0.00% | +1 | New |
| Parallel Advisors, LLC | 2 | $383 | 0.00% | −29−93.5% | Reduced |
| Global Retirement Partners, LLC | 2 | $383 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 191 | $612 | 0.01% | +191 | New |
| MinichMacGregor Wealth Management, LLC | 4 | $765 | 0.00% | +4 | New |
| Allworth Financial LP | 5 | $957 | 0.00% | −119−96.0% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $957 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $957 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Spire Wealth Management | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $1.15K | 0.00% | +6 | New |
| Concord Wealth Partners | 6 | $1.15K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.34K | 0.00% | +5+250.0% | Added |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.10K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $2.49K | 0.00% | +10+333.3% | Added |
| Hartford Financial Management Inc. | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $3.00K | 0.00% | +11+220.0% | Added |
| Lindbrook Capital, LLC | 17 | $3.25K | 0.00% | −7−29.2% | Reduced |
| Fifth Third Bancorp | 22 | $4.21K | 0.00% | −54−71.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $4.79K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.36K | 0.00% | +2+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 30 | $5.74K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 37 | $7.08K | 0.00% | +37 | New |
| TCI Wealth Advisors, Inc. | 38 | $7.28K | 0.00% | +38 | New |
| Meeder Asset Management Inc | 42 | $8.04K | 0.00% | +42 | New |
| Hollencrest Capital Management | 48 | $9.19K | 0.00% | +48 | New |
| GWM Advisors LLC | 60 | $10.7K | 0.00% | +60 | New |
| Advisor Group Holdings, Inc. | 53 | $11.0K | 0.00% | −158−74.9% | Reduced |
| US Bancorp | 62 | $11.9K | 0.00% | −60−49.2% | Reduced |
| Tower Research Capital LLC (TRC) | 65 | $12.0K | 0.00% | −2,043−96.9% | Reduced |
| Ellevest, Inc. | 88 | $16.8K | 0.00% | +29+49.2% | Added |
| Public Employees Retirement System of Ohio | 92 | $18.0K | 0.00% | −175−65.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $19.1K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $21.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 116 | $22.0K | 0.00% | −88−43.1% | Reduced |
| Signaturefd, LLC | 120 | $23.0K | 0.00% | −175−59.3% | Reduced |
| Rockefeller Capital Management L.P. | 127 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 153 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 175 | $33.5K | 0.01% | −67−27.7% | Reduced |
| Nisa Investment Advisors, LLC | 255 | $49.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 333 | $63.7K | 0.00% | −7−2.1% | Reduced |
| Lansing Street Advisors | 348 | $66.6K | 0.05% | +348 | New |
| Quadrant Capital Group LLC | 350 | $67.0K | 0.01% | −109−23.7% | Reduced |
| Gyon Technologies Capital Management, LP | 354 | $67.8K | 0.03% | +354 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $79.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 428 | $81.9K | 0.00% | +37+9.5% | Added |
| The PNC Financial Services Group, Inc. | 431 | $82.5K | 0.00% | −1−0.2% | Reduced |
| KBC Group NV | 596 | $114.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 560 | $122.3K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 916 | $175.4K | 0.02% | −165−15.3% | Reduced |
| HM Payson & Co | 1,000 | $191.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,091 | $208.9K | 0.00% | +1,091 | New |
| Handelsbanken Fonder AB | 1,200 | $230.0K | 0.00% | +1,200 | New |
| LPL Financial LLC | 1,342 | $256.9K | 0.00% | −105−7.3% | Reduced |
| Mutual of America Capital Management LLC | 1,425 | $272.8K | 0.00% | +64+4.7% | Added |
| Mackenzie Financial Corp | 1,441 | $275.9K | 0.00% | +1,441 | New |
| HSBC Holdings PLC | 1,610 | $305.4K | 0.00% | +315+24.3% | Added |
| SEI Investments Co | 1,605 | $307.3K | 0.00% | +1,605 | New |
| Laurel Wealth Advisors, Inc. | 1,628 | $312.0K | 0.03% | +18+1.1% | Added |
| Cubist Systematic Strategies, LLC | 1,662 | $318.2K | 0.00% | −1,533−48.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,695 | $324.5K | 0.05% | +1,695 | New |
| Duality Advisers, LP | 1,764 | $337.7K | 0.04% | −2,067−54.0% | Reduced |
| Teacher Retirement System of Texas | 1,774 | $340.0K | 0.00% | +1,774 | New |
| Wells Fargo & Company | 1,821 | $348.6K | 0.00% | −3,173−63.5% | Reduced |
| Millennium Management LLC | 1,824 | $349.0K | 0.00% | −4,090−69.2% | Reduced |
| Capital Investment Advisors, LLC | 2,053 | $393.0K | 0.01% | +9+0.4% | Added |
| Arizona State Retirement System | 2,053 | $393.0K | 0.00% | +22+1.1% | Added |
| Mariner, LLC | 2,100 | $402.0K | 0.00% | +17+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,167 | $415.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 2,193 | $419.6K | 0.00% | +2,193 | New |
| Envestnet Asset Management Inc | 2,213 | $423.6K | 0.00% | +736+49.8% | Added |
| Oregon Public Employees Retirement Fund | 2,262 | $433.0K | 0.01% | −4−0.2% | Reduced |
| Guggenheim Capital LLC | 2,328 | $445.7K | 0.00% | +2,328 | New |
| New York Life Investment Management LLC | 2,358 | $451.4K | 0.01% | +260+12.4% | Added |
| WBI Investments | 2,423 | $463.9K | 0.10% | +2,423 | New |
| Schroder Investment Management Group | 2,572 | $474.4K | 0.00% | +2,572 | New |
| Franklin Resources Inc | 2,720 | $520.7K | 0.00% | +128+4.9% | Added |
| BNP Paribas Arbitrage, SA | 2,779 | $532.0K | 0.00% | −2,563−48.0% | Reduced |
| Maryland State Retirement & Pension System | 2,798 | $535.6K | 0.02% | +2,798 | New |
| Manufacturers Life Insurance Company, The | 2,822 | $540.2K | 0.00% | −2−0.1% | Reduced |
| Amalgamated Bank | 3,146 | $602.0K | 0.01% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 3,200 | $613.0K | 0.02% | −100−3.0% | Reduced |
| MetLife Investment Management | 3,566 | $682.7K | 0.01% | −321−8.3% | Reduced |
| UBS Group AG | 3,587 | $686.7K | 0.00% | +2,336+186.7% | Added |
| Ensign Peak Advisors, Inc | 3,602 | $689.6K | 0.00% | −350−8.9% | Reduced |
| American International Group, Inc. | 3,763 | $720.4K | 0.01% | −32−0.8% | Reduced |
| Citigroup Inc | 4,083 | $781.6K | 0.00% | +820+25.1% | Added |