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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 4,502 | $887.8K | 0.02% | +4,502 | New |
| State of Alaska, Department of Revenue | 4,508 | $890.0K | 0.01% | −147−3.2% | Reduced |
| Barclays PLC | 4,612 | $910.7K | 0.00% | −1,509−24.7% | Reduced |
| Citigroup Inc | 4,997 | $986.8K | 0.00% | +1,913+62.0% | Added |
| Putnam Investments LLC | 5,207 | $1.03M | 0.00% | −157−2.9% | Reduced |
| UBS Group AG | 5,228 | $1.03M | 0.00% | +1,184+29.3% | Added |
| Voya Investment Management LLC | 5,845 | $1.15M | 0.00% | +808+16.0% | Added |
| Assenagon Asset Management S.A. | 5,897 | $1.16M | 0.00% | +5,897 | New |
| Texas Permanent School Fund | 6,032 | $1.19M | 0.01% | −65−1.1% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.20M | 0.97% | 00.0% | Unchanged |
| Algert Global LLC | 6,309 | $1.25M | 0.05% | +2,650+72.4% | Added |
| 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 |
| Great West Life Assurance Co | 6,570 | $1.30M | 0.00% | −469−6.7% | Reduced |
| UBS Asset Management Americas Inc | 7,343 | $1.40M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,744 | $1.53M | 0.01% | +546+7.6% | Added |
| California State Teachers Retirement System | 8,720 | $1.72M | 0.00% | −216−2.4% | Reduced |
| Alliancebernstein L.P. | 8,801 | $1.74M | 0.00% | −650−6.9% | Reduced |
| HRT Financial LP | 8,869 | $1.75M | 0.02% | +8,869 | New |
| Epoch Investment Partners, Inc. | 8,971 | $1.77M | 0.01% | +45+0.5% | Added |
| Virginia Retirement Systems Et Al | 9,500 | $1.88M | 0.02% | −2,400−20.2% | Reduced |
| Credit Suisse AG | 9,510 | $1.88M | 0.00% | +929+10.8% | Added |
| Fisher Asset Management, LLC | 10,885 | $2.15M | 0.00% | +343+3.3% | Added |
| Public Sector Pension Investment Board | 12,160 | $2.40M | 0.02% | +204+1.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 13,082 | $2.58M | 0.06% | −6,418−32.9% | Reduced |
| Vident Investment Advisory, LLC | 13,319 | $2.63M | 0.09% | +1,015+8.2% | Added |
| Empowered Funds, LLC | 14,736 | $2.91M | 0.10% | +14,736 | New |
| EA Series Trust | 14,736 | $2.91M | 0.10% | +14,736 | New |
| First Trust Advisors LP | 14,858 | $2.93M | 0.00% | −1,533−9.4% | Reduced |
| Swiss National Bank | 15,900 | $3.14M | 0.00% | +200+1.3% | Added |
| Bank of America Corp | 16,682 | $3.29M | 0.00% | −10,768−39.2% | Reduced |
| Brandywine Global Investment Management, LLC | 18,494 | $3.65M | 0.03% | +12+0.1% | Added |
| Huber Capital Management LLC | 18,670 | $3.69M | 0.89% | −2,300−11.0% | Reduced |
| Legal & General Group Plc | 19,419 | $3.83M | 0.00% | −256−1.3% | Reduced |
| Gator Capital Management, LLC | 20,175 | $3.98M | 2.81% | 00.0% | Unchanged |
| Invesco Ltd. | 23,604 | $4.66M | 0.00% | −1,114−4.5% | Reduced |
| Goldman Sachs Group Inc | 23,674 | $4.67M | 0.00% | +2,852+13.7% | Added |
| Rhumbline Advisers | 23,965 | $4.73M | 0.01% | −790−3.2% | Reduced |
| Panagora Asset Management Inc | 24,589 | $4.86M | 0.03% | −5,432−18.1% | Reduced |
| AQR Capital Management LLC | 25,526 | $5.04M | 0.01% | −696−2.7% | Reduced |
| Prudential Financial Inc | 29,672 | $5.86M | 0.01% | +4,543+18.1% | Added |
| Ameriprise Financial Inc | 30,224 | $5.97M | 0.00% | −2,093−6.5% | Reduced |
| Bridgeway Capital Management, LLC | 31,968 | $6.31M | 0.15% | +496+1.6% | Added |
| Verition Fund Management LLC | 37,223 | $7.35M | 0.11% | +12,173+48.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 40,520 | $8.00M | 0.03% | +1,400+3.6% | Added |
| Principal Financial Group Inc | 41,479 | $8.19M | 0.01% | +391+1.0% | Added |
| Man Group plc | 44,250 | $8.74M | 0.03% | – | – |
| AWH Capital, L.P. | 44,490 | $8.79M | 7.73% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $8.89M | 1.26% | 00.0% | Unchanged |
| American Century Companies Inc | 57,142 | $11.3M | 0.01% | +2,627+4.8% | Added |
| Nuveen Asset Management, LLC | 59,224 | $11.7M | 0.00% | +256+0.4% | Added |
| Morgan Stanley | 61,983 | $12.2M | 0.00% | +230+0.4% | Added |
| Norges Bank | 62,201 | $12.3M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 71,276 | $14.1M | 0.00% | +1,117+1.6% | Added |
| Brown Advisory Inc | 86,660 | $17.1M | 0.03% | −6,476−7.0% | Reduced |
| Price T Rowe Associates Inc | 86,694 | $17.1M | 0.00% | −3,569−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 89,766 | $17.7M | 0.01% | +4,240+5.0% | Added |
| Northern Trust Corp | 98,754 | $19.5M | 0.00% | −2,481−2.5% | Reduced |
| Bank of New York Mellon Corp | 104,163 | $20.6M | 0.00% | −2,688−2.5% | Reduced |
| Victory Capital Management Inc | 112,743 | $22.3M | 0.02% | −4,040−3.5% | Reduced |
| WCM Investment Management, LLC | 112,382 | $22.4M | 0.07% | +190.0% | Added |
| Royal Bank of Canada | 116,837 | $23.1M | 0.01% | −5,196−4.3% | Reduced |
| Geode Capital Management, LLC | 142,118 | $28.1M | 0.00% | +3,698+2.7% | Added |
| Schonfeld Strategic Advisors LLC | 142,516 | $28.1M | 0.24% | −24,788−14.8% | Reduced |
| Vulcan Value Partners, LLC | 222,015 | $43.8M | 0.55% | −5,686−2.5% | Reduced |
| State Street Corp | 284,548 | $56.2M | 0.00% | +215+0.1% | Added |
| FMR LLC | 290,055 | $57.3M | 0.00% | +106,938+58.4% | Added |
| Dimensional Fund Advisors LP | 307,258 | $60.7M | 0.02% | +20,491+7.1% | Added |
| T. Rowe Price Investment Management, Inc. | 440,389 | $87.0M | 0.06% | +3,796+0.9% | Added |
| Vanguard Group Inc | 913,198 | $180.3M | 0.00% | +2,214+0.2% | Added |
| BlackRock Inc. | 1,105,972 | $218.4M | 0.01% | −81,194−6.8% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,381−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −21,544−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −19,270−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −4,010−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,296−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |