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, Q3 2023
Institutional positions in Virtus Investment Partners, Inc. as of Sep 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
- 175
- +5 vs. Q2 2023
- Shares held
- 5.82M
- −83.4K (−1.4%) vs. Q2 2023
- Total value
- $1.18B
- +$15.9M (+1.4%) vs. Q2 2023
- New holders
- 20
- 59 more added
- Sold out
- 15
- 57 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 223 | $1.30B |
| Q1 2024 | 212 | $1.42B |
| Q4 2023 | 188 | $1.39B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.15B |
| Q4 2022 | 178 | $1.15B |
| Q3 2022 | 175 | $946.0M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 200 | $1.89B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,078,638 | $217.9M | 0.01% | −27,334−2.5% | Reduced |
| Vanguard Group Inc | 915,471 | $184.9M | 0.00% | +2,273+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 439,299 | $88.7M | 0.06% | −1,090−0.2% | Reduced |
| Dimensional Fund Advisors LP | 319,620 | $64.6M | 0.02% | +12,362+4.0% | Added |
| State Street Corp | 298,306 | $60.3M | 0.00% | +13,758+4.8% | Added |
| Vulcan Value Partners, LLC | 213,940 | $43.2M | 0.66% | −8,075−3.6% | Reduced |
| FMR LLC | 208,629 | $42.1M | 0.00% | −81,426−28.1% | Reduced |
| Geode Capital Management, LLC | 147,545 | $29.8M | 0.00% | +5,427+3.8% | Added |
| Royal Bank of Canada | 125,773 | $25.4M | 0.01% | +8,936+7.6% | Added |
| WCM Investment Management, LLC | 112,920 | $22.9M | 0.07% | +538+0.5% | Added |
| Victory Capital Management Inc | 108,092 | $21.8M | 0.03% | −4,651−4.1% | Reduced |
| Bank of New York Mellon Corp | 104,720 | $21.2M | 0.00% | +557+0.5% | Added |
| JPMorgan Chase & Co | 99,635 | $20.1M | 0.00% | +28,359+39.8% | Added |
| Northern Trust Corp | 97,892 | $19.8M | 0.00% | −862−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 94,806 | $19.1M | 0.18% | −47,710−33.5% | Reduced |
| Charles Schwab Investment Management Inc | 94,366 | $19.1M | 0.01% | +4,600+5.1% | Added |
| Brown Advisory Inc | 89,496 | $18.1M | 0.03% | +2,836+3.3% | Added |
| Price T Rowe Associates Inc | 86,457 | $17.5M | 0.00% | −237−0.3% | Reduced |
| Morgan Stanley | 73,241 | $14.8M | 0.00% | +11,258+18.2% | Added |
| Fisher Asset Management, LLC | 70,883 | $14.3M | 0.01% | +59,998+551.2% | Added |
| Norges Bank | 62,201 | $12.6M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 59,190 | $12.0M | 0.01% | +2,048+3.6% | Added |
| Nuveen Asset Management, LLC | 59,066 | $11.9M | 0.00% | −158−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 53,490 | $10.8M | 0.04% | +12,970+32.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $9.09M | 1.47% | 00.0% | Unchanged |
| Principal Financial Group Inc | 40,759 | $8.23M | 0.01% | −720−1.7% | Reduced |
| AWH Capital, L.P. | 40,000 | $8.08M | 7.19% | −4,490−10.1% | Reduced |
| Bridgeway Capital Management, LLC | 33,232 | $6.71M | 0.16% | +1,264+4.0% | Added |
| Man Group plc | – | $6.18M | 0.02% | – | – |
| Verition Fund Management LLC | 29,975 | $6.05M | 0.08% | −7,248−19.5% | Reduced |
| Ameriprise Financial Inc | 29,118 | $5.88M | 0.00% | −1,106−3.7% | Reduced |
| AQR Capital Management LLC | 25,269 | $5.10M | 0.01% | −257−1.0% | Reduced |
| Invesco Ltd. | 24,104 | $4.87M | 0.00% | +500+2.1% | Added |
| Rhumbline Advisers | 23,861 | $4.82M | 0.01% | −104−0.4% | Reduced |
| Prudential Financial Inc | 21,145 | $4.27M | 0.01% | −8,527−28.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 19,517 | $3.94M | 0.10% | +6,435+49.2% | Added |
| Gator Capital Management, LLC | 19,025 | $3.84M | 2.72% | −1,150−5.7% | Reduced |
| Legal & General Group Plc | 18,739 | $3.79M | 0.00% | −680−3.5% | Reduced |
| Brandywine Global Investment Management, LLC | 18,212 | $3.68M | 0.03% | −282−1.5% | Reduced |
| Huber Capital Management LLC | 18,170 | $3.67M | 0.86% | −500−2.7% | Reduced |
| Goldman Sachs Group Inc | 17,000 | $3.43M | 0.00% | −6,674−28.2% | Reduced |
| Swiss National Bank | 16,000 | $3.23M | 0.00% | +100+0.6% | Added |
| Empowered Funds, LLC | 16,000 | $3.23M | 0.10% | +1,264+8.6% | Added |
| Quadrature Capital Ltd | 14,888 | $3.01M | 0.06% | +10,386+230.7% | Added |
| Bank of America Corp | 14,684 | $2.97M | 0.00% | −1,998−12.0% | Reduced |
| Basswood Capital Management, L.L.C. | 14,320 | $2.89M | 0.22% | +14,320 | New |
| Panagora Asset Management Inc | 13,025 | $2.63M | 0.02% | −11,564−47.0% | Reduced |
| First Trust Advisors LP | 11,856 | $2.39M | 0.00% | −3,002−20.2% | Reduced |
| Assenagon Asset Management S.A. | 11,036 | $2.23M | 0.01% | +5,139+87.1% | Added |
| Credit Suisse AG | 9,952 | $2.01M | 0.00% | +442+4.6% | Added |
| Virginia Retirement Systems Et Al | 9,900 | $2.00M | 0.02% | +400+4.2% | Added |
| Alliancebernstein L.P. | 8,801 | $1.78M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 8,437 | $1.70M | 0.00% | +1,094+14.9% | Added |
| Public Sector Pension Investment Board | 8,429 | $1.70M | 0.01% | −3,731−30.7% | Reduced |
| California State Teachers Retirement System | 7,970 | $1.61M | 0.00% | −750−8.6% | Reduced |
| Voya Investment Management LLC | 6,715 | $1.36M | 0.00% | +870+14.9% | Added |
| Great West Life Assurance Co | 6,476 | $1.31M | 0.00% | −94−1.4% | Reduced |
| New York State Teachers Retirement System | 6,455 | $1.30M | 0.00% | −100−1.5% | Reduced |
| Algert Global LLC | 6,309 | $1.27M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,239 | $1.26M | 0.00% | −315−4.8% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.23M | 0.95% | 00.0% | Unchanged |
| Texas Permanent School Fund | 5,792 | $1.17M | 0.01% | −240−4.0% | Reduced |
| Barclays PLC | 5,621 | $1.14M | 0.00% | +1,009+21.9% | Added |
| Putnam Investments LLC | 5,165 | $1.04M | 0.00% | −42−0.8% | Reduced |
| State of Tennessee, Treasury Department | 5,149 | $1.04M | 0.00% | +1,531+42.3% | Added |
| New York State Common Retirement Fund | 5,050 | $1.02M | 0.00% | +1,925+61.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,559 | $920.9K | 0.01% | −3,185−41.1% | Reduced |
| Balyasny Asset Management LLC | 4,443 | $897.4K | 0.00% | +4,443 | New |
| State of Alaska, Department of Revenue | 4,247 | $857.0K | 0.01% | −261−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 4,142 | $837.0K | 0.02% | +4,142 | New |
| Ensign Peak Advisors, Inc | 3,902 | $788.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,799 | $767.4K | 0.00% | +79+2.1% | Added |
| Millennium Management LLC | 3,772 | $761.9K | 0.00% | +1,040+38.1% | Added |
| Summit Global Investments | 3,767 | $761.0K | 0.05% | +3,767 | New |
| SG Americas Securities, LLC | 3,748 | $757.0K | 0.01% | +3,748 | New |
| MetLife Investment Management | 3,627 | $732.6K | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 3,600 | $727.0K | 0.36% | +3,600 | New |
| BNP Paribas Arbitrage, SA | 3,594 | $726.0K | 0.00% | +930+34.9% | Added |
| Louisiana State Employees Retirement System | 3,500 | $707.0K | 0.02% | −100−2.8% | Reduced |
| Deutsche Bank AG | 3,494 | $705.8K | 0.00% | +385+12.4% | Added |
| Manufacturers Life Insurance Company, The | 3,440 | $694.8K | 0.00% | +688+25.0% | Added |
| Yousif Capital Management, LLC | 3,366 | $679.9K | 0.01% | −270−7.4% | Reduced |
| Janus Henderson Group PLC | 3,277 | $662.0K | 0.00% | +10.0% | Added |
| Comerica Bank | 3,197 | $645.7K | 0.00% | +3,197 | New |
| Amundi | 3,446 | $625.9K | 0.00% | −42−1.2% | Reduced |
| Susquehanna International Group, LLP | 3,056 | $617.3K | 0.00% | +916+42.8% | Added |
| Teacher Retirement System of Texas | 3,043 | $615.0K | 0.00% | +570+23.0% | Added |
| Squarepoint Ops LLC | 3,022 | $610.4K | 0.00% | +3,022 | New |
| Franklin Resources Inc | 2,725 | $550.4K | 0.00% | +10.0% | Added |
| Amalgamated Bank | 2,711 | $548.0K | 0.00% | −98−3.5% | Reduced |
| Citigroup Inc | 2,652 | $535.7K | 0.00% | −2,345−46.9% | Reduced |
| HRT Financial LP | 2,609 | $526.0K | 0.01% | −6,260−70.6% | Reduced |
| Maryland State Retirement & Pension System | 2,512 | $507.4K | 0.01% | −157−5.9% | Reduced |
| Schroder Investment Management Group | 2,470 | $494.0K | 0.00% | +306+14.1% | Added |
| Mariner, LLC | 2,432 | $491.2K | 0.00% | +265+12.2% | Added |
| Vident Advisory, LLC | 2,416 | $488.0K | 0.02% | +2,416 | New |
| State of Wisconsin Investment Board | 2,393 | $483.4K | 0.00% | +2,393 | New |
| Capital Investment Advisors, LLC | 2,325 | $469.5K | 0.01% | +8+0.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,286 | $462.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 2,194 | $443.2K | 0.00% | +400+22.3% | Added |