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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $197 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $198 | 0.00% | +1 | New |
| Proequities, Inc. | 2 | $394 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 197 | $610 | 0.00% | +197 | New |
| Farmers & Merchants Investments Inc | 5 | $987 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $987 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $988 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $988 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6 | $1.00K | 0.00% | +6 | New |
| Concord Wealth Partners | 6 | $1.19K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $1.58K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 9 | $1.78K | 0.00% | +3+50.0% | Added |
| Nisa Investment Advisors, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $3.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $4.34K | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $5.00K | 0.00% | +13+86.7% | Added |
| Parkside Financial Bank & Trust | 28 | $5.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $5.73K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $5.92K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $6.91K | 0.00% | +7+25.0% | Added |
| Hollencrest Capital Management | 48 | $9.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 73 | $14.4K | 0.00% | +14+23.7% | Added |
| CWM, LLC | 93 | $18.0K | 0.00% | −43−31.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 104 | $21.0K | 0.00% | +3+3.0% | Added |
| Field & Main Bank | 111 | $21.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 118 | $23.3K | 0.00% | +16+15.7% | Added |
| Harbor Capital Advisors, Inc. | 211 | $41.7K | 0.01% | +211 | New |
| Quadrant Capital Group LLC | 234 | $46.2K | 0.00% | −59−20.1% | Reduced |
| Advisor Group Holdings, Inc. | 258 | $50.9K | 0.00% | +42+19.4% | Added |
| Metropolitan Life Insurance Co | 381 | $75.2K | 0.00% | +21+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $81.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 493 | $97.4K | 0.00% | −79−13.8% | Reduced |
| KBC Group NV | 511 | $101.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 560 | $110.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 776 | $153.2K | 0.01% | +389+100.5% | Added |
| Aquatic Capital Management LLC | 900 | $178.0K | 0.01% | +200+28.6% | Added |
| Bokf, NA | 932 | $184.0K | 0.00% | −181−16.3% | Reduced |
| HM Payson & Co | 1,000 | $197.5K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,032 | $203.8K | 0.00% | +1,032 | New |
| ProShare Advisors LLC | 1,081 | $213.5K | 0.00% | +1,081 | New |
| Two Sigma Advisers, LP | 1,100 | $217.2K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,116 | $220.3K | 0.02% | +1,116 | New |
| Truist Financial Corp | 1,125 | $222.1K | 0.00% | +28+2.6% | Added |
| Handelsbanken Fonder AB | 1,200 | $237.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,223 | $241.5K | 0.00% | +1,223 | New |
| Qube Research & Technologies Ltd | 1,275 | $251.8K | 0.00% | +1,275 | New |
| Shell Asset Management Co | 1,279 | $253.0K | 0.01% | −27−2.1% | Reduced |
| Mutual of America Capital Management LLC | 1,339 | $264.4K | 0.00% | −61−4.4% | Reduced |
| LPL Financial LLC | 1,367 | $270.0K | 0.00% | +4+0.3% | Added |
| Jump Financial, LLC | 1,403 | $277.1K | 0.01% | +1,403 | New |
| Occudo Quantitative Strategies LP | 1,526 | $301.3K | 0.03% | −1,453−48.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,585 | $313.0K | 0.00% | +1,192+303.3% | Added |
| Integrated Wealth Concepts LLC | 1,630 | $322.0K | 0.01% | +1,630 | New |
| SEI Investments Co | 1,794 | $354.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,854 | $366.0K | 0.05% | −3,833−67.4% | Reduced |
| Holocene Advisors, LP | 1,911 | $377.4K | 0.00% | −7,010−78.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,970 | $389.0K | 0.00% | +1,970 | New |
| Y-Intercept (Hong Kong) Ltd | 1,977 | $390.4K | 0.04% | +1,977 | New |
| Arizona State Retirement System | 2,047 | $404.2K | 0.00% | −48−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 2,094 | $413.5K | 0.00% | −100−4.6% | Reduced |
| Susquehanna International Group, LLP | 2,140 | $422.6K | 0.00% | −2,005−48.4% | Reduced |
| New York Life Investment Management LLC | 2,165 | $427.5K | 0.00% | −484−18.3% | Reduced |
| Mariner, LLC | 2,167 | $428.1K | 0.00% | +62+2.9% | Added |
| Schroder Investment Management Group | 2,164 | $430.2K | 0.00% | −40−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,286 | $452.0K | 0.00% | +119+5.5% | Added |
| Capital Investment Advisors, LLC | 2,317 | $457.6K | 0.01% | +8+0.3% | Added |
| Teacher Retirement System of Texas | 2,473 | $488.0K | 0.00% | +470+23.5% | Added |
| BNP Paribas Arbitrage, SA | 2,664 | $526.1K | 0.00% | −2,307−46.4% | Reduced |
| Maryland State Retirement & Pension System | 2,669 | $527.0K | 0.01% | −69−2.5% | Reduced |
| Franklin Resources Inc | 2,724 | $537.9K | 0.00% | −5−0.2% | Reduced |
| Millennium Management LLC | 2,732 | $539.5K | 0.00% | −4,939−64.4% | Reduced |
| Manufacturers Life Insurance Company, The | 2,752 | $543.4K | 0.00% | −80−2.8% | Reduced |
| Allianz Asset Management GmbH | 2,800 | $552.9K | 0.00% | −3,100−52.5% | Reduced |
| Amalgamated Bank | 2,809 | $555.0K | 0.00% | −90−3.1% | Reduced |
| Lazard Asset Management LLC | 3,002 | $592.0K | 0.00% | +2,271+310.7% | Added |
| Deutsche Bank AG | 3,109 | $613.9K | 0.00% | −1,689−35.2% | Reduced |
| New York State Common Retirement Fund | 3,125 | $617.1K | 0.00% | −705−18.4% | Reduced |
| Janus Henderson Group PLC | 3,276 | $647.1K | 0.00% | −3−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,284 | $648.5K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,412 | $673.8K | 0.00% | +717+26.6% | Added |
| Virtu Financial LLC | 3,416 | $674.0K | 0.05% | +3,416 | New |
| Amundi | 3,488 | $695.5K | 0.00% | −60,247−94.5% | Reduced |
| Russell Investments Group, Ltd. | 3,559 | $702.8K | 0.00% | +1,661+87.5% | Added |
| Louisiana State Employees Retirement System | 3,600 | $710.9K | 0.02% | +400+12.5% | Added |
| State of Tennessee, Treasury Department | 3,618 | $714.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,627 | $716.2K | 0.01% | +61+1.7% | Added |
| Yousif Capital Management, LLC | 3,636 | $718.0K | 0.01% | −205−5.3% | Reduced |
| American International Group, Inc. | 3,720 | $734.6K | 0.00% | −61−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,902 | $770.5K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,128 | $815.2K | 0.00% | +4,128 | New |
| Jane Street Group, LLC | 4,353 | $859.6K | 0.00% | +4,353 | New |