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, Q1 2023
Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2023. 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
- 173
- −2 vs. Q4 2022
- Shares held
- 6.01M
- +10.2K (+0.2%) vs. Q4 2022
- Total value
- $1.15B
- +$3.13M (+0.3%) vs. Q4 2022
- New holders
- 26
- 62 more added
- Sold out
- 28
- 56 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,187,166 | $226.0M | 0.01% | −6,638−0.6% | Reduced |
| Vanguard Group Inc | 910,984 | $173.4M | 0.00% | +14,347+1.6% | Added |
| T. Rowe Price Investment Management, Inc. | 436,593 | $83.1M | 0.06% | +3,211+0.7% | Added |
| Dimensional Fund Advisors LP | 286,767 | $54.6M | 0.02% | +20,110+7.5% | Added |
| State Street Corp | 284,333 | $54.1M | 0.00% | +7,502+2.7% | Added |
| Vulcan Value Partners, LLC | 227,701 | $43.4M | 0.55% | +5,265+2.4% | Added |
| FMR LLC | 183,117 | $34.9M | 0.00% | +8,542+4.9% | Added |
| Schonfeld Strategic Advisors LLC | 167,304 | $31.9M | 0.31% | +21,204+14.5% | Added |
| Geode Capital Management, LLC | 138,420 | $26.4M | 0.00% | +6,552+5.0% | Added |
| Royal Bank of Canada | 122,033 | $23.2M | 0.01% | −9,368−7.1% | Reduced |
| Victory Capital Management Inc | 116,783 | $22.2M | 0.02% | +24,754+26.9% | Added |
| WCM Investment Management, LLC | 112,363 | $21.4M | 0.07% | −1,438−1.3% | Reduced |
| Bank of New York Mellon Corp | 106,851 | $20.3M | 0.00% | −3,031−2.8% | Reduced |
| Northern Trust Corp | 101,235 | $19.3M | 0.00% | +1,118+1.1% | Added |
| Brown Advisory Inc | 93,136 | $17.7M | 0.03% | −55,762−37.4% | Reduced |
| Price T Rowe Associates Inc | 90,263 | $17.2M | 0.00% | +1,181+1.3% | Added |
| Charles Schwab Investment Management Inc | 85,526 | $16.3M | 0.00% | +2,055+2.5% | Added |
| JPMorgan Chase & Co | 70,159 | $13.4M | 0.00% | −3,152−4.3% | Reduced |
| Norges Bank | 62,201 | $11.8M | 0.00% | −4,804−7.2% | Reduced |
| Morgan Stanley | 61,753 | $11.8M | 0.00% | −2,627−4.1% | Reduced |
| Basswood Capital Management, L.L.C. | 60,381 | $11.5M | 0.80% | +25,070+71.0% | Added |
| Amundi | 63,735 | $11.5M | 0.01% | +11,793+22.7% | Added |
| Nuveen Asset Management, LLC | 58,968 | $11.2M | 0.00% | −3,765−6.0% | Reduced |
| Man Group plc | – | $9.81M | 0.03% | – | – |
| American Century Companies Inc | 54,515 | $9.80M | 0.01% | +12,785+30.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $8.57M | 0.75% | −5,000−10.0% | Reduced |
| AWH Capital, L.P. | 44,490 | $8.47M | 8.64% | 00.0% | Unchanged |
| Principal Financial Group Inc | 41,088 | $7.82M | 0.01% | −514−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 39,120 | $7.45M | 0.03% | +2,300+6.2% | Added |
| Ameriprise Financial Inc | 32,317 | $6.15M | 0.00% | +315+1.0% | Added |
| Bridgeway Capital Management, LLC | 31,472 | $5.99M | 0.16% | −760−2.4% | Reduced |
| Panagora Asset Management Inc | 30,021 | $5.72M | 0.04% | +3,641+13.8% | Added |
| Bank of America Corp | 27,450 | $5.23M | 0.00% | −26,958−49.5% | Reduced |
| AQR Capital Management LLC | 26,222 | $4.99M | 0.01% | +4,991+23.5% | Added |
| Prudential Financial Inc | 25,129 | $4.78M | 0.01% | −250−1.0% | Reduced |
| Verition Fund Management LLC | 25,050 | $4.77M | 0.08% | +25,050 | New |
| Rhumbline Advisers | 24,755 | $4.71M | 0.01% | +1,162+4.9% | Added |
| Invesco Ltd. | 24,718 | $4.71M | 0.00% | +800+3.3% | Added |
| Interval Partners, LP | 21,544 | $4.10M | 0.23% | +8,368+63.5% | Added |
| Huber Capital Management LLC | 20,970 | $3.99M | 0.99% | +700+3.5% | Added |
| Goldman Sachs Group Inc | 20,822 | $3.96M | 0.00% | +3,884+22.9% | Added |
| Gator Capital Management, LLC | 20,175 | $3.84M | 2.98% | +2,026+11.2% | Added |
| Legal & General Group Plc | 19,675 | $3.75M | 0.00% | +29+0.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 19,500 | $3.71M | 0.09% | +19,500 | New |
| Gillson Capital LP | 19,270 | $3.67M | 0.30% | +19,270 | New |
| Brandywine Global Investment Management, LLC | 18,482 | $3.52M | 0.03% | −31−0.2% | Reduced |
| First Trust Advisors LP | 16,391 | $3.12M | 0.00% | −2,158−11.6% | Reduced |
| Swiss National Bank | 15,700 | $2.99M | 0.00% | −1,900−10.8% | Reduced |
| Vident Investment Advisory, LLC | 12,304 | $2.34M | 0.08% | −404−3.2% | Reduced |
| Public Sector Pension Investment Board | 11,956 | $2.28M | 0.02% | −412−3.3% | Reduced |
| Virginia Retirement Systems Et Al | 11,900 | $2.27M | 0.02% | +200+1.7% | Added |
| Fisher Asset Management, LLC | 10,542 | $2.01M | 0.00% | +10,542 | New |
| Alliancebernstein L.P. | 9,451 | $1.80M | 0.00% | −1,204−11.3% | Reduced |
| California State Teachers Retirement System | 8,936 | $1.70M | 0.00% | −167−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 8,926 | $1.70M | 0.01% | +8,926 | New |
| Holocene Advisors, LP | 8,921 | $1.70M | 0.01% | +3,304+58.8% | Added |
| Credit Suisse AG | 8,581 | $1.63M | 0.00% | +217+2.6% | Added |
| Millennium Management LLC | 7,671 | $1.46M | 0.00% | +5,847+320.6% | Added |
| UBS Asset Management Americas Inc | 7,343 | $1.40M | 0.00% | +546+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,198 | $1.37M | 0.01% | −77−1.1% | Reduced |
| Great West Life Assurance Co | 7,039 | $1.34M | 0.00% | −399−5.4% | Reduced |
| Thrivent Financial for Lutherans | 6,737 | $1.28M | 0.00% | −236−3.4% | Reduced |
| New York State Teachers Retirement System | 6,603 | $1.26M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,121 | $1.17M | 0.00% | +254+4.3% | Added |
| Texas Permanent School Fund | 6,097 | $1.16M | 0.01% | +1,527+33.4% | Added |
| Santa Monica Partners LP | 6,076 | $1.16M | 0.94% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,900 | $1.12M | 0.00% | +5,900 | New |
| Dynamic Technology Lab Private Ltd | 5,687 | $1.08M | 0.10% | +5,687 | New |
| Walleye Capital LLC | 5,558 | $1.06M | 0.02% | +5,558 | New |
| Putnam Investments LLC | 5,364 | $1.02M | 0.00% | −220−3.9% | Reduced |
| Voya Investment Management LLC | 5,037 | $959.0K | 0.00% | −2,213−30.5% | Reduced |
| BNP Paribas Arbitrage, SA | 4,971 | $946.4K | 0.00% | +2,192+78.9% | Added |
| Deutsche Bank AG | 4,798 | $913.5K | 0.00% | −4,482−48.3% | Reduced |
| State of Alaska, Department of Revenue | 4,655 | $886.0K | 0.01% | −80−1.7% | Reduced |
| Susquehanna International Group, LLP | 4,145 | $789.2K | 0.00% | +4,145 | New |
| Citadel Advisors LLC | 4,073 | $775.5K | 0.00% | +4,073 | New |
| UBS Group AG | 4,044 | $769.9K | 0.00% | +457+12.7% | Added |
| State of Wisconsin Investment Board | 4,010 | $763.5K | 0.00% | −996−19.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,902 | $742.9K | 0.00% | +300+8.3% | Added |
| Yousif Capital Management, LLC | 3,841 | $731.3K | 0.01% | −490−11.3% | Reduced |
| New York State Common Retirement Fund | 3,830 | $729.2K | 0.00% | −1,429−27.2% | Reduced |
| American International Group, Inc. | 3,781 | $719.9K | 0.00% | +18+0.5% | Added |
| Algert Global LLC | 3,659 | $696.6K | 0.03% | −879−19.4% | Reduced |
| State of Tennessee, Treasury Department | 3,618 | $688.8K | 0.00% | −526−12.7% | Reduced |
| MetLife Investment Management | 3,566 | $678.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,284 | $625.2K | 0.02% | +3,284 | New |
| Janus Henderson Group PLC | 3,279 | $624.0K | 0.00% | +1,086+49.5% | Added |
| Louisiana State Employees Retirement System | 3,200 | $609.2K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 3,084 | $587.2K | 0.00% | −999−24.5% | Reduced |
| Occudo Quantitative Strategies LP | 2,979 | $567.2K | 0.05% | −1,777−37.4% | Reduced |
| Amalgamated Bank | 2,899 | $552.0K | 0.00% | −247−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 2,832 | $539.2K | 0.00% | +10+0.4% | Added |
| Maryland State Retirement & Pension System | 2,738 | $521.3K | 0.01% | −60−2.1% | Reduced |
| Franklin Resources Inc | 2,729 | $519.6K | 0.00% | +9+0.3% | Added |
| Wells Fargo & Company | 2,695 | $513.2K | 0.00% | +874+48.0% | Added |
| New York Life Investment Management LLC | 2,649 | $504.3K | 0.01% | +291+12.3% | Added |
| TD Asset Management Inc | 2,600 | $495.0K | 0.00% | +2,600 | New |
| Guggenheim Capital LLC | 2,479 | $472.0K | 0.00% | +151+6.5% | Added |
| Martingale Asset Management L P | 2,456 | $467.6K | 0.01% | +2,456 | New |
| Duality Advisers, LP | 2,438 | $464.2K | 0.05% | +674+38.2% | Added |