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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 1,824 | $349.0K | 0.00% | −4,090−69.2% | Reduced |
| Wells Fargo & Company | 1,821 | $348.6K | 0.00% | −3,173−63.5% | Reduced |
| Teacher Retirement System of Texas | 1,774 | $340.0K | 0.00% | +1,774 | New |
| Duality Advisers, LP | 1,764 | $337.7K | 0.04% | −2,067−54.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,695 | $324.5K | 0.05% | +1,695 | New |
| Cubist Systematic Strategies, LLC | 1,662 | $318.2K | 0.00% | −1,533−48.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,628 | $312.0K | 0.03% | +18+1.1% | Added |
| SEI Investments Co | 1,605 | $307.3K | 0.00% | +1,605 | New |
| HSBC Holdings PLC | 1,610 | $305.4K | 0.00% | +315+24.3% | Added |
| Mackenzie Financial Corp | 1,441 | $275.9K | 0.00% | +1,441 | New |
| Mutual of America Capital Management LLC | 1,425 | $272.8K | 0.00% | +64+4.7% | Added |
| LPL Financial LLC | 1,342 | $256.9K | 0.00% | −105−7.3% | Reduced |
| Handelsbanken Fonder AB | 1,200 | $230.0K | 0.00% | +1,200 | New |
| ProShare Advisors LLC | 1,091 | $208.9K | 0.00% | +1,091 | New |
| HM Payson & Co | 1,000 | $191.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 916 | $175.4K | 0.02% | −165−15.3% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $122.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 596 | $114.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 431 | $82.5K | 0.00% | −1−0.2% | Reduced |
| Metropolitan Life Insurance Co | 428 | $81.9K | 0.00% | +37+9.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $79.1K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 354 | $67.8K | 0.03% | +354 | New |
| Quadrant Capital Group LLC | 350 | $67.0K | 0.01% | −109−23.7% | Reduced |
| Lansing Street Advisors | 348 | $66.6K | 0.05% | +348 | New |
| Allspring Global Investments Holdings, LLC | 333 | $63.7K | 0.00% | −7−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 255 | $49.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 175 | $33.5K | 0.01% | −67−27.7% | Reduced |
| Lazard Asset Management LLC | 153 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 127 | $23.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 120 | $23.0K | 0.00% | −175−59.3% | Reduced |
| CWM, LLC | 116 | $22.0K | 0.00% | −88−43.1% | Reduced |
| Field & Main Bank | 111 | $21.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $19.1K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 92 | $18.0K | 0.00% | −175−65.5% | Reduced |
| Ellevest, Inc. | 88 | $16.8K | 0.00% | +29+49.2% | Added |
| Tower Research Capital LLC (TRC) | 65 | $12.0K | 0.00% | −2,043−96.9% | Reduced |
| US Bancorp | 62 | $11.9K | 0.00% | −60−49.2% | Reduced |
| Advisor Group Holdings, Inc. | 53 | $11.0K | 0.00% | −158−74.9% | Reduced |
| GWM Advisors LLC | 60 | $10.7K | 0.00% | +60 | New |
| Hollencrest Capital Management | 48 | $9.19K | 0.00% | +48 | New |
| Meeder Asset Management Inc | 42 | $8.04K | 0.00% | +42 | New |
| TCI Wealth Advisors, Inc. | 38 | $7.28K | 0.00% | +38 | New |
| Belpointe Asset Management LLC | 37 | $7.08K | 0.00% | +37 | New |
| Northwestern Mutual Wealth Management Co | 30 | $5.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.36K | 0.00% | +2+7.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $4.79K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $4.21K | 0.00% | −54−71.1% | Reduced |
| Lindbrook Capital, LLC | 17 | $3.25K | 0.00% | −7−29.2% | Reduced |
| Covestor Ltd | 16 | $3.00K | 0.00% | +11+220.0% | Added |
| Hartford Financial Management Inc. | 14 | $2.68K | 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 |
| Whittier Trust Co of Nevada Inc | 11 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.34K | 0.00% | +5+250.0% | Added |
| Geneos Wealth Management Inc. | 6 | $1.15K | 0.00% | +6 | New |
| Concord Wealth Partners | 6 | $1.15K | 0.00% | +6 | New |
| 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 |
| 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 |
| MinichMacGregor Wealth Management, LLC | 4 | $765 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 191 | $612 | 0.01% | +191 | New |
| Parallel Advisors, LLC | 2 | $383 | 0.00% | −29−93.5% | Reduced |
| Global Retirement Partners, LLC | 2 | $383 | 0.00% | 00.0% | Unchanged |
| 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 |
| Harvest Fund Management Co., Ltd | 347 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| 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 |