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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 4,144 | $793.0K | 0.00% | −294−6.6% | Reduced |
| Yousif Capital Management, LLC | 4,331 | $829.1K | 0.01% | −1,567−26.6% | Reduced |
| Alpha Paradigm Partners, LLC | 4,426 | $847.0K | 0.35% | +3,851+669.7% | Added |
| Comerica Bank | 4,039 | $854.0K | 0.01% | −1,190−22.8% | Reduced |
| Algert Global LLC | 4,538 | $868.8K | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 4,570 | $875.0K | 0.01% | −352−7.2% | Reduced |
| State of Alaska, Department of Revenue | 4,735 | $906.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,756 | $910.5K | 0.11% | +4,756 | New |
| State of Wisconsin Investment Board | 5,006 | $958.3K | 0.00% | +15+0.3% | Added |
| Russell Investments Group, Ltd. | 5,099 | $976.2K | 0.00% | −141−2.7% | Reduced |
| New York State Common Retirement Fund | 5,259 | $1.01M | 0.00% | −2,895−35.5% | Reduced |
| Putnam Investments LLC | 5,584 | $1.07M | 0.00% | −3−0.1% | Reduced |
| Holocene Advisors, LP | 5,617 | $1.08M | 0.01% | −1,346−19.3% | Reduced |
| Barclays PLC | 5,867 | $1.12M | 0.00% | +1,568+36.5% | Added |
| Santa Monica Partners LP | 6,076 | $1.16M | 0.84% | 00.0% | Unchanged |
| Raymond James & Associates | 6,098 | $1.17M | 0.00% | −16−0.3% | Reduced |
| New York State Teachers Retirement System | 6,603 | $1.26M | 0.00% | −49−0.7% | Reduced |
| UBS Asset Management Americas Inc | 6,797 | $1.30M | 0.00% | +505+8.0% | Added |
| Thrivent Financial for Lutherans | 6,973 | $1.33M | 0.00% | −96−1.4% | Reduced |
| Voya Investment Management LLC | 7,250 | $1.39M | 0.00% | −144−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,275 | $1.39M | 0.01% | +1,044+16.8% | Added |
| Great West Life Assurance Co | 7,438 | $1.42M | 0.00% | −145−1.9% | Reduced |
| Credit Suisse AG | 8,364 | $1.60M | 0.00% | +1,828+28.0% | Added |
| California State Teachers Retirement System | 9,103 | $1.74M | 0.00% | −69−0.8% | Reduced |
| Deutsche Bank AG | 9,280 | $1.78M | 0.00% | +6,237+205.0% | Added |
| Alliancebernstein L.P. | 10,655 | $2.04M | 0.00% | +11+0.1% | Added |
| Virginia Retirement Systems Et Al | 11,700 | $2.24M | 0.02% | +2,000+20.6% | Added |
| State of New Jersey Common Pension Fund D | 12,107 | $2.32M | 0.01% | +12,107 | New |
| Renaissance Technologies LLC | 12,329 | $2.36M | 0.00% | −3,800−23.6% | Reduced |
| Public Sector Pension Investment Board | 12,368 | $2.37M | 0.02% | −167−1.3% | Reduced |
| Vident Investment Advisory, LLC | 12,708 | $2.43M | 0.09% | +12,708 | New |
| Interval Partners, LP | 13,176 | $2.52M | 0.20% | +13,176 | New |
| Truist Financial Corp | 15,637 | $2.99M | 0.01% | −357−2.2% | Reduced |
| Goldman Sachs Group Inc | 16,938 | $3.24M | 0.00% | −7,804−31.5% | Reduced |
| Swiss National Bank | 17,600 | $3.37M | 0.00% | −100−0.6% | Reduced |
| Gator Capital Management, LLC | 18,149 | $3.47M | 2.55% | +3,183+21.3% | Added |
| Brandywine Global Investment Management, LLC | 18,513 | $3.54M | 0.03% | −564−3.0% | Reduced |
| First Trust Advisors LP | 18,549 | $3.55M | 0.00% | −196−1.0% | Reduced |
| Legal & General Group Plc | 19,646 | $3.76M | 0.00% | +234+1.2% | Added |
| Huber Capital Management LLC | 20,270 | $3.88M | 0.98% | −6,200−23.4% | Reduced |
| AQR Capital Management LLC | 21,231 | $4.06M | 0.01% | +3,818+21.9% | Added |
| Rhumbline Advisers | 23,593 | $4.52M | 0.01% | +810+3.6% | Added |
| Invesco Ltd. | 23,918 | $4.58M | 0.00% | −1,910−7.4% | Reduced |
| Prudential Financial Inc | 25,379 | $4.86M | 0.01% | +4,000+18.7% | Added |
| Panagora Asset Management Inc | 26,380 | $5.05M | 0.03% | +15,852+150.6% | Added |
| Ameriprise Financial Inc | 32,002 | $6.13M | 0.00% | +126+0.4% | Added |
| Bridgeway Capital Management, LLC | 32,232 | $6.17M | 0.16% | +15,000+87.0% | Added |
| Basswood Capital Management, L.L.C. | 35,311 | $6.76M | 0.50% | +35,311 | New |
| Man Group plc | 36,041 | $6.90M | 0.02% | +23,417+185.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 36,820 | $7.05M | 0.03% | +12,990+54.5% | Added |
| Principal Financial Group Inc | 41,602 | $7.96M | 0.01% | −2,643−6.0% | Reduced |
| American Century Companies Inc | 41,730 | $7.99M | 0.01% | +15,394+58.5% | Added |
| AWH Capital, L.P. | 44,490 | $8.52M | 10.60% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 50,000 | $9.57M | 0.77% | 00.0% | Unchanged |
| Bank of America Corp | 54,408 | $10.4M | 0.00% | +1,722+3.3% | Added |
| Amundi | 51,942 | $11.1M | 0.01% | +5,400+11.6% | Added |
| Nuveen Asset Management, LLC | 62,733 | $12.0M | 0.00% | +4,387+7.5% | Added |
| Morgan Stanley | 64,380 | $12.3M | 0.00% | −531−0.8% | Reduced |
| Norges Bank | 67,005 | $12.8M | 0.00% | −800−1.2% | Reduced |
| JPMorgan Chase & Co | 73,311 | $14.0M | 0.00% | +16,282+28.6% | Added |
| Charles Schwab Investment Management Inc | 83,471 | $16.0M | 0.01% | +3,182+4.0% | Added |
| Zimmer Partners, LP | 87,480 | $16.7M | 0.34% | +39,980+84.2% | Added |
| Price T Rowe Associates Inc | 89,082 | $17.1M | 0.00% | −4,591−4.9% | Reduced |
| Victory Capital Management Inc | 92,029 | $17.6M | 0.02% | +13,178+16.7% | Added |
| Northern Trust Corp | 100,117 | $19.2M | 0.00% | −3,606−3.5% | Reduced |
| Bank of New York Mellon Corp | 109,882 | $21.0M | 0.00% | +21,474+24.3% | Added |
| WCM Investment Management, LLC | 113,801 | $21.8M | 0.07% | −16,099−12.4% | Reduced |
| Royal Bank of Canada | 131,401 | $25.2M | 0.01% | −209−0.2% | Reduced |
| Geode Capital Management, LLC | 131,868 | $25.2M | 0.00% | +4,402+3.5% | Added |
| Schonfeld Strategic Advisors LLC | 146,100 | $28.0M | 0.23% | +68,002+87.1% | Added |
| Brown Advisory Inc | 148,898 | $28.5M | 0.05% | −5,400−3.5% | Reduced |
| FMR LLC | 174,575 | $33.4M | 0.00% | +10,559+6.4% | Added |
| Vulcan Value Partners, LLC | 222,436 | $42.6M | 0.57% | −124,898−36.0% | Reduced |
| Dimensional Fund Advisors LP | 266,657 | $51.0M | 0.02% | +3,822+1.5% | Added |
| State Street Corp | 276,831 | $53.0M | 0.00% | +24,360+9.6% | Added |
| T. Rowe Price Investment Management, Inc. | 433,382 | $83.0M | 0.06% | −948−0.2% | Reduced |
| Vanguard Group Inc | 896,637 | $171.7M | 0.00% | +15,184+1.7% | Added |
| BlackRock Inc. | 1,193,804 | $228.5M | 0.01% | +29,093+2.5% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −39,475−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −36,446−100.0% | Sold out |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −31,916−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,110−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,952−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,314−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,594−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,449−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| New South Capital Management Inc | 0 | $0 | 0.00% | −12,396−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −78−100.0% | Sold out |