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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 2,165 | $427.5K | 0.00% | −484−18.3% | Reduced |
| Susquehanna International Group, LLP | 2,140 | $422.6K | 0.00% | −2,005−48.4% | Reduced |
| Oregon Public Employees Retirement Fund | 2,094 | $413.5K | 0.00% | −100−4.6% | Reduced |
| Arizona State Retirement System | 2,047 | $404.2K | 0.00% | −48−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,977 | $390.4K | 0.04% | +1,977 | New |
| State Board of Administration of Florida Retirement System | 1,970 | $389.0K | 0.00% | +1,970 | New |
| Holocene Advisors, LP | 1,911 | $377.4K | 0.00% | −7,010−78.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,854 | $366.0K | 0.05% | −3,833−67.4% | Reduced |
| SEI Investments Co | 1,794 | $354.3K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,630 | $322.0K | 0.01% | +1,630 | New |
| Allspring Global Investments Holdings, LLC | 1,585 | $313.0K | 0.00% | +1,192+303.3% | Added |
| Occudo Quantitative Strategies LP | 1,526 | $301.3K | 0.03% | −1,453−48.8% | Reduced |
| Jump Financial, LLC | 1,403 | $277.1K | 0.01% | +1,403 | New |
| LPL Financial LLC | 1,367 | $270.0K | 0.00% | +4+0.3% | Added |
| Mutual of America Capital Management LLC | 1,339 | $264.4K | 0.00% | −61−4.4% | Reduced |
| Shell Asset Management Co | 1,279 | $253.0K | 0.01% | −27−2.1% | Reduced |
| Qube Research & Technologies Ltd | 1,275 | $251.8K | 0.00% | +1,275 | New |
| Envestnet Asset Management Inc | 1,223 | $241.5K | 0.00% | +1,223 | New |
| Handelsbanken Fonder AB | 1,200 | $237.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,125 | $222.1K | 0.00% | +28+2.6% | Added |
| Eqis Capital Management, Inc. | 1,116 | $220.3K | 0.02% | +1,116 | New |
| Two Sigma Advisers, LP | 1,100 | $217.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,081 | $213.5K | 0.00% | +1,081 | New |
| Atria Wealth Solutions, Inc. | 1,032 | $203.8K | 0.00% | +1,032 | New |
| HM Payson & Co | 1,000 | $197.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 932 | $184.0K | 0.00% | −181−16.3% | Reduced |
| Aquatic Capital Management LLC | 900 | $178.0K | 0.01% | +200+28.6% | Added |
| Tower Research Capital LLC (TRC) | 776 | $153.2K | 0.01% | +389+100.5% | Added |
| Ameritas Investment Partners, Inc. | 560 | $110.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 511 | $101.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 493 | $97.4K | 0.00% | −79−13.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $81.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 381 | $75.2K | 0.00% | +21+5.8% | Added |
| Advisor Group Holdings, Inc. | 258 | $50.9K | 0.00% | +42+19.4% | Added |
| Quadrant Capital Group LLC | 234 | $46.2K | 0.00% | −59−20.1% | Reduced |
| Harbor Capital Advisors, Inc. | 211 | $41.7K | 0.01% | +211 | New |
| Signaturefd, LLC | 118 | $23.3K | 0.00% | +16+15.7% | Added |
| Field & Main Bank | 111 | $21.9K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 104 | $21.0K | 0.00% | +3+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $19.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 93 | $18.0K | 0.00% | −43−31.6% | Reduced |
| US Bancorp | 73 | $14.4K | 0.00% | +14+23.7% | Added |
| Hollencrest Capital Management | 48 | $9.48K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $6.91K | 0.00% | +7+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 30 | $5.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $5.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.53K | 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 |
| Riggs Asset Managment Co. Inc. | 25 | $4.94K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 22 | $4.34K | 0.00% | +22 | New |
| Focused Wealth Management, Inc | 18 | $3.55K | 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 |
| Whittier Trust Co of Nevada Inc | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.78K | 0.00% | +3+50.0% | Added |
| GPS Wealth Strategies Group, LLC | 8 | $1.58K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.19K | 0.00% | +6 | New |
| Bessemer Group Inc | 6 | $1.00K | 0.00% | +6 | New |
| Allworth Financial LP | 5 | $988 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $988 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $987 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $987 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 197 | $610 | 0.00% | +197 | New |
| Disciplined Investments, LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $394 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $198 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $197 | 0.00% | 00.0% | Unchanged |
| 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 |