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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 2,309 | $439.5K | 0.01% | +256+12.5% | Added |
| Oregon Public Employees Retirement Fund | 2,194 | $417.7K | 0.01% | −68−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,167 | $412.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,105 | $400.0K | 0.00% | +5+0.2% | Added |
| Arizona State Retirement System | 2,095 | $398.9K | 0.00% | +42+2.0% | Added |
| Schroder Investment Management Group | 2,204 | $396.4K | 0.00% | −368−14.3% | Reduced |
| Teacher Retirement System of Texas | 2,003 | $381.0K | 0.00% | +229+12.9% | Added |
| Russell Investments Group, Ltd. | 1,898 | $361.4K | 0.00% | −3,201−62.8% | Reduced |
| SEI Investments Co | 1,794 | $341.6K | 0.00% | +189+11.8% | Added |
| XTX Topco Ltd | 1,678 | $319.5K | 0.07% | +1,678 | New |
| Two Sigma Investments, LP | 1,600 | $304.6K | 0.00% | +1,600 | New |
| Mutual of America Capital Management LLC | 1,400 | $266.5K | 0.00% | −25−1.8% | Reduced |
| LPL Financial LLC | 1,363 | $259.5K | 0.00% | +21+1.6% | Added |
| Shell Asset Management Co | 1,306 | $249.0K | 0.01% | +1,306 | New |
| Creative Planning | 1,296 | $246.8K | 0.00% | +1,296 | New |
| Handelsbanken Fonder AB | 1,200 | $228.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,161 | $221.0K | 0.00% | +1,161 | New |
| Bokf, NA | 1,113 | $211.9K | 0.00% | +1,113 | New |
| Bank of Montreal | 1,110 | $211.8K | 0.00% | +1,110 | New |
| Two Sigma Advisers, LP | 1,100 | $209.4K | 0.00% | +1,100 | New |
| Truist Financial Corp | 1,097 | $208.9K | 0.00% | −14,540−93.0% | Reduced |
| Mackenzie Financial Corp | 1,093 | $208.1K | 0.00% | −348−24.1% | Reduced |
| HM Payson & Co | 1,000 | $190.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 731 | $139.0K | 0.00% | +578+377.8% | Added |
| Aquatic Capital Management LLC | 700 | $133.0K | 0.01% | +700 | New |
| The PNC Financial Services Group, Inc. | 572 | $108.9K | 0.00% | +141+32.7% | Added |
| Ameritas Investment Partners, Inc. | 560 | $106.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 511 | $97.0K | 0.00% | −85−14.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $78.6K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 393 | $74.8K | 0.00% | +60+18.0% | Added |
| Tower Research Capital LLC (TRC) | 387 | $74.0K | 0.00% | +322+495.4% | Added |
| Metropolitan Life Insurance Co | 360 | $68.5K | 0.00% | −68−15.9% | Reduced |
| Quadrant Capital Group LLC | 293 | $55.8K | 0.01% | −57−16.3% | Reduced |
| Lansing Street Advisors | 245 | $46.6K | 0.03% | −103−29.6% | Reduced |
| Advisor Group Holdings, Inc. | 216 | $41.0K | 0.00% | +163+307.5% | Added |
| CWM, LLC | 136 | $26.0K | 0.00% | +20+17.2% | Added |
| Ameritas Advisory Services, LLC | 121 | $23.1K | 0.00% | +121 | New |
| Field & Main Bank | 111 | $21.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 102 | $19.4K | 0.00% | −18−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 101 | $19.0K | 0.00% | +9+9.8% | Added |
| Ellevest, Inc. | 94 | $17.9K | 0.00% | +6+6.8% | Added |
| US Bancorp | 59 | $11.2K | 0.00% | −3−4.8% | Reduced |
| Hollencrest Capital Management | 48 | $9.14K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 38 | $7.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $5.71K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 29 | $5.52K | 0.00% | −8−21.6% | Reduced |
| Massmutual Trust Co FSB | 29 | $5.52K | 0.00% | +29 | New |
| Parkside Financial Bank & Trust | 28 | $5.33K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28 | $5.33K | 0.00% | +6+27.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $4.76K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $3.43K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 15 | $3.00K | 0.00% | +10+200.0% | Added |
| Lindbrook Capital, LLC | 13 | $2.48K | 0.00% | −4−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $2.48K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.09K | 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 |
| Prestige Wealth Management Group LLC | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.14K | 0.00% | −7−53.8% | 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 |
| GWM Advisors LLC | 4 | $762 | 0.00% | −56−93.3% | Reduced |
| Schubert & Co | 3 | $572 | 0.00% | −4−57.1% | Reduced |
| Disciplined Investments, LLC | 2 | $381 | 0.00% | +1+100.0% | Added |
| Proequities, Inc. | 2 | $380 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $190 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $190 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2 | $0 | 0.00% | −14−87.5% | Reduced |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| 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 |