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 $861.9M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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
- 171
- −2 vs. Q1 2023
- Shares held
- 5.92M
- −92.3K (−1.5%) vs. Q1 2023
- Total value
- $1.17B
- +$15.9M (+1.4%) vs. Q1 2023
- New holders
- 24
- 52 more added
- Sold out
- 26
- 56 more reduced
Compare with Q1 2023: 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 | $861.9M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.9M |
| Q3 2025 | 229 | $1.10B |
| Q2 2025 | 243 | $1.03B |
| Q1 2025 | 236 | $972.6M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.21B |
| Q2 2024 | 223 | $1.33B |
| Q1 2024 | 212 | $1.50B |
| Q4 2023 | 188 | $1.43B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.20B |
| Q4 2022 | 178 | $1.16B |
| Q3 2022 | 176 | $956.9M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.51B |
| Q4 2021 | 200 | $1.99B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,105,972 | $218.4M | 0.01% | −81,194−6.8% | Reduced |
| Vanguard Group Inc | 913,198 | $180.3M | 0.00% | +2,214+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 440,389 | $87.0M | 0.06% | +3,796+0.9% | Added |
| Dimensional Fund Advisors LP | 307,258 | $60.7M | 0.02% | +20,491+7.1% | Added |
| FMR LLC | 290,055 | $57.3M | 0.00% | +106,938+58.4% | Added |
| State Street Corp | 284,548 | $56.2M | 0.00% | +215+0.1% | Added |
| Vulcan Value Partners, LLC | 222,015 | $43.8M | 0.55% | −5,686−2.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 142,516 | $28.1M | 0.24% | −24,788−14.8% | Reduced |
| Geode Capital Management, LLC | 142,118 | $28.1M | 0.00% | +3,698+2.7% | Added |
| Royal Bank of Canada | 116,837 | $23.1M | 0.01% | −5,196−4.3% | Reduced |
| WCM Investment Management, LLC | 112,382 | $22.4M | 0.07% | +190.0% | Added |
| Victory Capital Management Inc | 112,743 | $22.3M | 0.02% | −4,040−3.5% | Reduced |
| Bank of New York Mellon Corp | 104,163 | $20.6M | 0.00% | −2,688−2.5% | Reduced |
| Northern Trust Corp | 98,754 | $19.5M | 0.00% | −2,481−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 89,766 | $17.7M | 0.01% | +4,240+5.0% | Added |
| Price T Rowe Associates Inc | 86,694 | $17.1M | 0.00% | −3,569−4.0% | Reduced |
| Brown Advisory Inc | 86,660 | $17.1M | 0.03% | −6,476−7.0% | Reduced |
| JPMorgan Chase & Co | 71,276 | $14.1M | 0.00% | +1,117+1.6% | Added |
| Norges Bank | 62,201 | $12.3M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 61,983 | $12.2M | 0.00% | +230+0.4% | Added |
| Nuveen Asset Management, LLC | 59,224 | $11.7M | 0.00% | +256+0.4% | Added |
| American Century Companies Inc | 57,142 | $11.3M | 0.01% | +2,627+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $8.89M | 1.26% | 00.0% | Unchanged |
| AWH Capital, L.P. | 44,490 | $8.79M | 7.73% | 00.0% | Unchanged |
| Man Group plc | 44,250 | $8.74M | 0.03% | – | – |
| Principal Financial Group Inc | 41,479 | $8.19M | 0.01% | +391+1.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 40,520 | $8.00M | 0.03% | +1,400+3.6% | Added |
| Verition Fund Management LLC | 37,223 | $7.35M | 0.11% | +12,173+48.6% | Added |
| Bridgeway Capital Management, LLC | 31,968 | $6.31M | 0.15% | +496+1.6% | Added |
| Ameriprise Financial Inc | 30,224 | $5.97M | 0.00% | −2,093−6.5% | Reduced |
| Prudential Financial Inc | 29,672 | $5.86M | 0.01% | +4,543+18.1% | Added |
| AQR Capital Management LLC | 25,526 | $5.04M | 0.01% | −696−2.7% | Reduced |
| Panagora Asset Management Inc | 24,589 | $4.86M | 0.03% | −5,432−18.1% | Reduced |
| Rhumbline Advisers | 23,965 | $4.73M | 0.01% | −790−3.2% | Reduced |
| Goldman Sachs Group Inc | 23,674 | $4.67M | 0.00% | +2,852+13.7% | Added |
| Invesco Ltd. | 23,604 | $4.66M | 0.00% | −1,114−4.5% | Reduced |
| Gator Capital Management, LLC | 20,175 | $3.98M | 2.81% | 00.0% | Unchanged |
| Legal & General Group Plc | 19,419 | $3.83M | 0.00% | −256−1.3% | Reduced |
| Huber Capital Management LLC | 18,670 | $3.69M | 0.89% | −2,300−11.0% | Reduced |
| Brandywine Global Investment Management, LLC | 18,494 | $3.65M | 0.03% | +12+0.1% | Added |
| Bank of America Corp | 16,682 | $3.29M | 0.00% | −10,768−39.2% | Reduced |
| Swiss National Bank | 15,900 | $3.14M | 0.00% | +200+1.3% | Added |
| First Trust Advisors LP | 14,858 | $2.93M | 0.00% | −1,533−9.4% | Reduced |
| Empowered Funds, LLC | 14,736 | $2.91M | 0.10% | +14,736 | New |
| EA Series Trust | 14,736 | $2.91M | 0.10% | +14,736 | New |
| Vident Investment Advisory, LLC | 13,319 | $2.63M | 0.09% | +1,015+8.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 13,082 | $2.58M | 0.06% | −6,418−32.9% | Reduced |
| Public Sector Pension Investment Board | 12,160 | $2.40M | 0.02% | +204+1.7% | Added |
| Fisher Asset Management, LLC | 10,885 | $2.15M | 0.00% | +343+3.3% | Added |
| Credit Suisse AG | 9,510 | $1.88M | 0.00% | +929+10.8% | Added |
| Virginia Retirement Systems Et Al | 9,500 | $1.88M | 0.02% | −2,400−20.2% | Reduced |
| Epoch Investment Partners, Inc. | 8,971 | $1.77M | 0.01% | +45+0.5% | Added |
| HRT Financial LP | 8,869 | $1.75M | 0.02% | +8,869 | New |
| Alliancebernstein L.P. | 8,801 | $1.74M | 0.00% | −650−6.9% | Reduced |
| California State Teachers Retirement System | 8,720 | $1.72M | 0.00% | −216−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,744 | $1.53M | 0.01% | +546+7.6% | Added |
| UBS Asset Management Americas Inc | 7,343 | $1.40M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 6,570 | $1.30M | 0.00% | −469−6.7% | Reduced |
| Thrivent Financial for Lutherans | 6,554 | $1.29M | 0.00% | −183−2.7% | Reduced |
| New York State Teachers Retirement System | 6,555 | $1.29M | 0.00% | −48−0.7% | Reduced |
| Algert Global LLC | 6,309 | $1.25M | 0.05% | +2,650+72.4% | Added |
| Santa Monica Partners LP | 6,076 | $1.20M | 0.97% | 00.0% | Unchanged |
| Texas Permanent School Fund | 6,032 | $1.19M | 0.01% | −65−1.1% | Reduced |
| Assenagon Asset Management S.A. | 5,897 | $1.16M | 0.00% | +5,897 | New |
| Voya Investment Management LLC | 5,845 | $1.15M | 0.00% | +808+16.0% | Added |
| UBS Group AG | 5,228 | $1.03M | 0.00% | +1,184+29.3% | Added |
| Putnam Investments LLC | 5,207 | $1.03M | 0.00% | −157−2.9% | Reduced |
| Citigroup Inc | 4,997 | $986.8K | 0.00% | +1,913+62.0% | Added |
| Barclays PLC | 4,612 | $910.7K | 0.00% | −1,509−24.7% | Reduced |
| State of Alaska, Department of Revenue | 4,508 | $890.0K | 0.01% | −147−3.2% | Reduced |
| Quadrature Capital Ltd | 4,502 | $887.8K | 0.02% | +4,502 | New |
| Jane Street Group, LLC | 4,353 | $859.6K | 0.00% | +4,353 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,128 | $815.2K | 0.00% | +4,128 | New |
| Ensign Peak Advisors, Inc | 3,902 | $770.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,720 | $734.6K | 0.00% | −61−1.6% | Reduced |
| Yousif Capital Management, LLC | 3,636 | $718.0K | 0.01% | −205−5.3% | Reduced |
| MetLife Investment Management | 3,627 | $716.2K | 0.01% | +61+1.7% | Added |
| State of Tennessee, Treasury Department | 3,618 | $714.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,600 | $710.9K | 0.02% | +400+12.5% | Added |
| Russell Investments Group, Ltd. | 3,559 | $702.8K | 0.00% | +1,661+87.5% | Added |
| Amundi | 3,488 | $695.5K | 0.00% | −60,247−94.5% | Reduced |
| Virtu Financial LLC | 3,416 | $674.0K | 0.05% | +3,416 | New |
| Wells Fargo & Company | 3,412 | $673.8K | 0.00% | +717+26.6% | Added |
| Exchange Traded Concepts, LLC | 3,284 | $648.5K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,276 | $647.1K | 0.00% | −3−0.1% | Reduced |
| New York State Common Retirement Fund | 3,125 | $617.1K | 0.00% | −705−18.4% | Reduced |
| Deutsche Bank AG | 3,109 | $613.9K | 0.00% | −1,689−35.2% | Reduced |
| Lazard Asset Management LLC | 3,002 | $592.0K | 0.00% | +2,271+310.7% | Added |
| Amalgamated Bank | 2,809 | $555.0K | 0.00% | −90−3.1% | Reduced |
| Allianz Asset Management GmbH | 2,800 | $552.9K | 0.00% | −3,100−52.5% | Reduced |
| Manufacturers Life Insurance Company, The | 2,752 | $543.4K | 0.00% | −80−2.8% | Reduced |
| Millennium Management LLC | 2,732 | $539.5K | 0.00% | −4,939−64.4% | Reduced |
| Franklin Resources Inc | 2,724 | $537.9K | 0.00% | −5−0.2% | Reduced |
| Maryland State Retirement & Pension System | 2,669 | $527.0K | 0.01% | −69−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,664 | $526.1K | 0.00% | −2,307−46.4% | Reduced |
| Teacher Retirement System of Texas | 2,473 | $488.0K | 0.00% | +470+23.5% | Added |
| Capital Investment Advisors, LLC | 2,317 | $457.6K | 0.01% | +8+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,286 | $452.0K | 0.00% | +119+5.5% | Added |
| Schroder Investment Management Group | 2,164 | $430.2K | 0.00% | −40−1.8% | Reduced |
| Mariner, LLC | 2,167 | $428.1K | 0.00% | +62+2.9% | Added |