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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −14−87.5% | Reduced |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Huntington National Bank | 1 | $190 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $380 | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $381 | 0.00% | +1+100.0% | Added |
| Schubert & Co | 3 | $572 | 0.00% | −4−57.1% | Reduced |
| GWM Advisors LLC | 4 | $762 | 0.00% | −56−93.3% | Reduced |
| Spire Wealth Management | 5 | $952 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $952 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $952 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $952 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.14K | 0.00% | −7−53.8% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $2.00K | 0.00% | −245−96.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $2.48K | 0.00% | −4−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $3.00K | 0.00% | +10+200.0% | Added |
| Focused Wealth Management, Inc | 18 | $3.43K | 0.00% | +18 | New |
| Riggs Asset Managment Co. Inc. | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $5.33K | 0.00% | +6+27.3% | Added |
| Belpointe Asset Management LLC | 29 | $5.52K | 0.00% | −8−21.6% | Reduced |
| Massmutual Trust Co FSB | 29 | $5.52K | 0.00% | +29 | New |
| Northwestern Mutual Wealth Management Co | 30 | $5.71K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $9.14K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 59 | $11.2K | 0.00% | −3−4.8% | Reduced |
| Ellevest, Inc. | 94 | $17.9K | 0.00% | +6+6.8% | Added |
| Public Employees Retirement System of Ohio | 101 | $19.0K | 0.00% | +9+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $19.4K | 0.00% | −18−15.0% | Reduced |
| Field & Main Bank | 111 | $21.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 121 | $23.1K | 0.00% | +121 | New |
| CWM, LLC | 136 | $26.0K | 0.00% | +20+17.2% | Added |
| Advisor Group Holdings, Inc. | 216 | $41.0K | 0.00% | +163+307.5% | Added |
| Lansing Street Advisors | 245 | $46.6K | 0.03% | −103−29.6% | Reduced |
| Quadrant Capital Group LLC | 293 | $55.8K | 0.01% | −57−16.3% | Reduced |
| Metropolitan Life Insurance Co | 360 | $68.5K | 0.00% | −68−15.9% | Reduced |
| Tower Research Capital LLC (TRC) | 387 | $74.0K | 0.00% | +322+495.4% | Added |
| Allspring Global Investments Holdings, LLC | 393 | $74.8K | 0.00% | +60+18.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $78.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 511 | $97.0K | 0.00% | −85−14.3% | Reduced |
| Ameritas Investment Partners, Inc. | 560 | $106.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 572 | $108.9K | 0.00% | +141+32.7% | Added |
| Aquatic Capital Management LLC | 700 | $133.0K | 0.01% | +700 | New |
| Lazard Asset Management LLC | 731 | $139.0K | 0.00% | +578+377.8% | Added |
| HM Payson & Co | 1,000 | $190.4K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,093 | $208.1K | 0.00% | −348−24.1% | Reduced |
| Truist Financial Corp | 1,097 | $208.9K | 0.00% | −14,540−93.0% | Reduced |
| Two Sigma Advisers, LP | 1,100 | $209.4K | 0.00% | +1,100 | New |
| Bank of Montreal | 1,110 | $211.8K | 0.00% | +1,110 | New |
| Bokf, NA | 1,113 | $211.9K | 0.00% | +1,113 | New |
| SG Americas Securities, LLC | 1,161 | $221.0K | 0.00% | +1,161 | New |
| Handelsbanken Fonder AB | 1,200 | $228.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,296 | $246.8K | 0.00% | +1,296 | New |
| Shell Asset Management Co | 1,306 | $249.0K | 0.01% | +1,306 | New |
| LPL Financial LLC | 1,363 | $259.5K | 0.00% | +21+1.6% | Added |
| Mutual of America Capital Management LLC | 1,400 | $266.5K | 0.00% | −25−1.8% | Reduced |
| Two Sigma Investments, LP | 1,600 | $304.6K | 0.00% | +1,600 | New |
| XTX Topco Ltd | 1,678 | $319.5K | 0.07% | +1,678 | New |
| SEI Investments Co | 1,794 | $341.6K | 0.00% | +189+11.8% | Added |
| Russell Investments Group, Ltd. | 1,898 | $361.4K | 0.00% | −3,201−62.8% | Reduced |
| Teacher Retirement System of Texas | 2,003 | $381.0K | 0.00% | +229+12.9% | Added |
| Schroder Investment Management Group | 2,204 | $396.4K | 0.00% | −368−14.3% | Reduced |
| Arizona State Retirement System | 2,095 | $398.9K | 0.00% | +42+2.0% | Added |
| Mariner, LLC | 2,105 | $400.0K | 0.00% | +5+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 2,167 | $412.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,194 | $417.7K | 0.01% | −68−3.0% | Reduced |
| Capital Investment Advisors, LLC | 2,309 | $439.5K | 0.01% | +256+12.5% | Added |
| Duality Advisers, LP | 2,438 | $464.2K | 0.05% | +674+38.2% | Added |
| Martingale Asset Management L P | 2,456 | $467.6K | 0.01% | +2,456 | New |
| Guggenheim Capital LLC | 2,479 | $472.0K | 0.00% | +151+6.5% | Added |
| TD Asset Management Inc | 2,600 | $495.0K | 0.00% | +2,600 | New |
| New York Life Investment Management LLC | 2,649 | $504.3K | 0.01% | +291+12.3% | Added |
| Wells Fargo & Company | 2,695 | $513.2K | 0.00% | +874+48.0% | Added |
| Franklin Resources Inc | 2,729 | $519.6K | 0.00% | +9+0.3% | Added |
| Maryland State Retirement & Pension System | 2,738 | $521.3K | 0.01% | −60−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 2,832 | $539.2K | 0.00% | +10+0.4% | Added |
| Amalgamated Bank | 2,899 | $552.0K | 0.00% | −247−7.9% | Reduced |
| Occudo Quantitative Strategies LP | 2,979 | $567.2K | 0.05% | −1,777−37.4% | Reduced |
| Citigroup Inc | 3,084 | $587.2K | 0.00% | −999−24.5% | Reduced |
| Louisiana State Employees Retirement System | 3,200 | $609.2K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,279 | $624.0K | 0.00% | +1,086+49.5% | Added |
| Exchange Traded Concepts, LLC | 3,284 | $625.2K | 0.02% | +3,284 | New |
| MetLife Investment Management | 3,566 | $678.9K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,618 | $688.8K | 0.00% | −526−12.7% | Reduced |
| Algert Global LLC | 3,659 | $696.6K | 0.03% | −879−19.4% | Reduced |
| American International Group, Inc. | 3,781 | $719.9K | 0.00% | +18+0.5% | Added |
| New York State Common Retirement Fund | 3,830 | $729.2K | 0.00% | −1,429−27.2% | Reduced |
| Yousif Capital Management, LLC | 3,841 | $731.3K | 0.01% | −490−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,902 | $742.9K | 0.00% | +300+8.3% | Added |
| State of Wisconsin Investment Board | 4,010 | $763.5K | 0.00% | −996−19.9% | Reduced |
| UBS Group AG | 4,044 | $769.9K | 0.00% | +457+12.7% | Added |
| Citadel Advisors LLC | 4,073 | $775.5K | 0.00% | +4,073 | New |
| Susquehanna International Group, LLP | 4,145 | $789.2K | 0.00% | +4,145 | New |
| State of Alaska, Department of Revenue | 4,655 | $886.0K | 0.01% | −80−1.7% | Reduced |