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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 4,798 | $913.5K | 0.00% | −4,482−48.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,971 | $946.4K | 0.00% | +2,192+78.9% | Added |
| Voya Investment Management LLC | 5,037 | $959.0K | 0.00% | −2,213−30.5% | Reduced |
| Putnam Investments LLC | 5,364 | $1.02M | 0.00% | −220−3.9% | Reduced |
| Walleye Capital LLC | 5,558 | $1.06M | 0.02% | +5,558 | New |
| Dynamic Technology Lab Private Ltd | 5,687 | $1.08M | 0.10% | +5,687 | New |
| Allianz Asset Management GmbH | 5,900 | $1.12M | 0.00% | +5,900 | New |
| Santa Monica Partners LP | 6,076 | $1.16M | 0.94% | 00.0% | Unchanged |
| Texas Permanent School Fund | 6,097 | $1.16M | 0.01% | +1,527+33.4% | Added |
| Barclays PLC | 6,121 | $1.17M | 0.00% | +254+4.3% | Added |
| New York State Teachers Retirement System | 6,603 | $1.26M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,737 | $1.28M | 0.00% | −236−3.4% | Reduced |
| Great West Life Assurance Co | 7,039 | $1.34M | 0.00% | −399−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,198 | $1.37M | 0.01% | −77−1.1% | Reduced |
| UBS Asset Management Americas Inc | 7,343 | $1.40M | 0.00% | +546+8.0% | Added |
| Millennium Management LLC | 7,671 | $1.46M | 0.00% | +5,847+320.6% | Added |
| Credit Suisse AG | 8,581 | $1.63M | 0.00% | +217+2.6% | Added |
| Holocene Advisors, LP | 8,921 | $1.70M | 0.01% | +3,304+58.8% | Added |
| Epoch Investment Partners, Inc. | 8,926 | $1.70M | 0.01% | +8,926 | New |
| California State Teachers Retirement System | 8,936 | $1.70M | 0.00% | −167−1.8% | Reduced |
| Alliancebernstein L.P. | 9,451 | $1.80M | 0.00% | −1,204−11.3% | Reduced |
| Fisher Asset Management, LLC | 10,542 | $2.01M | 0.00% | +10,542 | New |
| Virginia Retirement Systems Et Al | 11,900 | $2.27M | 0.02% | +200+1.7% | Added |
| Public Sector Pension Investment Board | 11,956 | $2.28M | 0.02% | −412−3.3% | Reduced |
| Vident Investment Advisory, LLC | 12,304 | $2.34M | 0.08% | −404−3.2% | Reduced |
| Swiss National Bank | 15,700 | $2.99M | 0.00% | −1,900−10.8% | Reduced |
| First Trust Advisors LP | 16,391 | $3.12M | 0.00% | −2,158−11.6% | Reduced |
| Brandywine Global Investment Management, LLC | 18,482 | $3.52M | 0.03% | −31−0.2% | Reduced |
| Gillson Capital LP | 19,270 | $3.67M | 0.30% | +19,270 | New |
| Weiss Multi-Strategy Advisers LLC | 19,500 | $3.71M | 0.09% | +19,500 | New |
| Legal & General Group Plc | 19,675 | $3.75M | 0.00% | +29+0.1% | Added |
| Gator Capital Management, LLC | 20,175 | $3.84M | 2.98% | +2,026+11.2% | Added |
| Goldman Sachs Group Inc | 20,822 | $3.96M | 0.00% | +3,884+22.9% | Added |
| Huber Capital Management LLC | 20,970 | $3.99M | 0.99% | +700+3.5% | Added |
| Interval Partners, LP | 21,544 | $4.10M | 0.23% | +8,368+63.5% | Added |
| Invesco Ltd. | 24,718 | $4.71M | 0.00% | +800+3.3% | Added |
| Rhumbline Advisers | 24,755 | $4.71M | 0.01% | +1,162+4.9% | Added |
| Verition Fund Management LLC | 25,050 | $4.77M | 0.08% | +25,050 | New |
| Prudential Financial Inc | 25,129 | $4.78M | 0.01% | −250−1.0% | Reduced |
| AQR Capital Management LLC | 26,222 | $4.99M | 0.01% | +4,991+23.5% | Added |
| Bank of America Corp | 27,450 | $5.23M | 0.00% | −26,958−49.5% | Reduced |
| Panagora Asset Management Inc | 30,021 | $5.72M | 0.04% | +3,641+13.8% | Added |
| Bridgeway Capital Management, LLC | 31,472 | $5.99M | 0.16% | −760−2.4% | Reduced |
| Ameriprise Financial Inc | 32,317 | $6.15M | 0.00% | +315+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 39,120 | $7.45M | 0.03% | +2,300+6.2% | Added |
| Principal Financial Group Inc | 41,088 | $7.82M | 0.01% | −514−1.2% | Reduced |
| AWH Capital, L.P. | 44,490 | $8.47M | 8.64% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $8.57M | 0.75% | −5,000−10.0% | Reduced |
| American Century Companies Inc | 54,515 | $9.80M | 0.01% | +12,785+30.6% | Added |
| Man Group plc | – | $9.81M | 0.03% | – | – |
| Nuveen Asset Management, LLC | 58,968 | $11.2M | 0.00% | −3,765−6.0% | Reduced |
| Amundi | 63,735 | $11.5M | 0.01% | +11,793+22.7% | Added |
| Basswood Capital Management, L.L.C. | 60,381 | $11.5M | 0.80% | +25,070+71.0% | Added |
| Morgan Stanley | 61,753 | $11.8M | 0.00% | −2,627−4.1% | Reduced |
| Norges Bank | 62,201 | $11.8M | 0.00% | −4,804−7.2% | Reduced |
| JPMorgan Chase & Co | 70,159 | $13.4M | 0.00% | −3,152−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 85,526 | $16.3M | 0.00% | +2,055+2.5% | Added |
| Price T Rowe Associates Inc | 90,263 | $17.2M | 0.00% | +1,181+1.3% | Added |
| Brown Advisory Inc | 93,136 | $17.7M | 0.03% | −55,762−37.4% | Reduced |
| Northern Trust Corp | 101,235 | $19.3M | 0.00% | +1,118+1.1% | Added |
| Bank of New York Mellon Corp | 106,851 | $20.3M | 0.00% | −3,031−2.8% | Reduced |
| WCM Investment Management, LLC | 112,363 | $21.4M | 0.07% | −1,438−1.3% | Reduced |
| Victory Capital Management Inc | 116,783 | $22.2M | 0.02% | +24,754+26.9% | Added |
| Royal Bank of Canada | 122,033 | $23.2M | 0.01% | −9,368−7.1% | Reduced |
| Geode Capital Management, LLC | 138,420 | $26.4M | 0.00% | +6,552+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 167,304 | $31.9M | 0.31% | +21,204+14.5% | Added |
| FMR LLC | 183,117 | $34.9M | 0.00% | +8,542+4.9% | Added |
| Vulcan Value Partners, LLC | 227,701 | $43.4M | 0.55% | +5,265+2.4% | Added |
| State Street Corp | 284,333 | $54.1M | 0.00% | +7,502+2.7% | Added |
| Dimensional Fund Advisors LP | 286,767 | $54.6M | 0.02% | +20,110+7.5% | Added |
| T. Rowe Price Investment Management, Inc. | 436,593 | $83.1M | 0.06% | +3,211+0.7% | Added |
| Vanguard Group Inc | 910,984 | $173.4M | 0.00% | +14,347+1.6% | Added |
| BlackRock Inc. | 1,187,166 | $226.0M | 0.01% | −6,638−0.6% | Reduced |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −87,480−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,329−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −6,098−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |