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
- 176
- +6 vs. Q2 2023
- Shares held
- 5.92M
- +10.8K (+0.2%) vs. Q2 2023
- Total value
- $1.18B
- +$16.9M (+1.4%) vs. Q2 2023
- New holders
- 21
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $202 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $403 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6 | $1.01K | 0.00% | +6 | New |
| Concord Wealth Partners | 6 | $1.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $1.41K | 0.00% | +2+40.0% | Added |
| GPS Wealth Strategies Group, LLC | 8 | $1.62K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 12 | $2.00K | 0.00% | +6+100.0% | Added |
| Lindbrook Capital, LLC | 10 | $2.02K | 0.00% | −3−23.1% | Reduced |
| Nisa Investment Advisors, LLC | 10 | $2.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.22K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $2.63K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 18 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.65K | 0.00% | +14+155.6% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $5.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $5.66K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $5.86K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 30 | $6.06K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $7.07K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $7.88K | 0.00% | +39 | New |
| LGT Financial Advisors LLC | 41 | $8.28K | 0.01% | +41 | New |
| Hollencrest Capital Management | 48 | $9.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $10.5K | 0.00% | +30+136.4% | Added |
| Parallel Advisors, LLC | 52 | $10.5K | 0.00% | +52 | New |
| US Bancorp | 65 | $13.1K | 0.00% | −8−11.0% | Reduced |
| CWM, LLC | 93 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 100 | $20.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 109 | $22.0K | 0.00% | +5+4.8% | Added |
| Field & Main Bank | 111 | $22.4K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 132 | $26.7K | 0.00% | −5,096−97.5% | Reduced |
| Signaturefd, LLC | 171 | $34.5K | 0.00% | +53+44.9% | Added |
| KBC Group NV | 245 | $49.0K | 0.00% | −266−52.1% | Reduced |
| Advisor Group Holdings, Inc. | 292 | $59.0K | 0.00% | +34+13.2% | Added |
| Metropolitan Life Insurance Co | 400 | $80.8K | 0.00% | +19+5.0% | Added |
| Quadrant Capital Group LLC | 403 | $81.4K | 0.01% | +169+72.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $83.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 496 | $100.2K | 0.00% | −280−36.1% | Reduced |
| The PNC Financial Services Group, Inc. | 523 | $105.6K | 0.00% | +30+6.1% | Added |
| Ameritas Investment Partners, Inc. | 689 | $139.2K | 0.01% | +129+23.0% | Added |
| HM Payson & Co | 1,000 | $202.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $202.0K | 0.01% | +100+11.1% | Added |
| Atria Wealth Solutions, Inc. | 1,020 | $205.9K | 0.00% | −12−1.2% | Reduced |
| ProShare Advisors LLC | 1,055 | $213.1K | 0.00% | −26−2.4% | Reduced |
| Bokf, NA | 1,157 | $213.2K | 0.00% | +225+24.1% | Added |
| Centiva Capital, LP | 1,073 | $216.7K | 0.01% | +1,073 | New |
| Eqis Capital Management, Inc. | 1,081 | $218.3K | 0.03% | −35−3.1% | Reduced |
| Two Sigma Advisers, LP | 1,100 | $222.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 1,133 | $228.8K | 0.00% | −90−7.4% | Reduced |
| Truist Financial Corp | 1,134 | $229.1K | 0.00% | +9+0.8% | Added |
| Mutual of America Capital Management LLC | 1,196 | $241.6K | 0.00% | −143−10.7% | Reduced |
| Handelsbanken Fonder AB | 1,200 | $242.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,259 | $254.0K | 0.01% | −20−1.6% | Reduced |
| Qube Research & Technologies Ltd | 1,353 | $273.3K | 0.00% | +78+6.1% | Added |
| DekaBank Deutsche Girozentrale | 1,409 | $285.0K | 0.00% | +1,409 | New |
| XTX Topco Ltd | 1,556 | $314.3K | 0.05% | +1,556 | New |
| Integrated Wealth Concepts LLC | 1,630 | $329.8K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,650 | $333.3K | 0.00% | +65+4.1% | Added |
| Engineers Gate Manager LP | 1,769 | $357.3K | 0.01% | +1,769 | New |
| Two Sigma Investments, LP | 1,809 | $365.4K | 0.00% | +1,809 | New |
| New York Life Investment Management LLC | 1,867 | $377.1K | 0.00% | −298−13.8% | Reduced |
| Russell Investments Group, Ltd. | 1,902 | $384.2K | 0.00% | −1,657−46.6% | Reduced |
| State Board of Administration of Florida Retirement System | 1,980 | $399.9K | 0.00% | +10+0.5% | Added |
| Allianz Asset Management GmbH | 2,000 | $404.0K | 0.00% | −800−28.6% | Reduced |
| Wells Fargo & Company | 2,013 | $406.5K | 0.00% | −1,399−41.0% | Reduced |
| Oregon Public Employees Retirement Fund | 2,039 | $411.9K | 0.01% | −55−2.6% | Reduced |
| Arizona State Retirement System | 2,075 | $419.1K | 0.00% | +28+1.4% | Added |
| Lazard Asset Management LLC | 2,130 | $429.0K | 0.00% | −872−29.0% | Reduced |
| SEI Investments Co | 2,194 | $443.2K | 0.00% | +400+22.3% | Added |
| Teachers Retirement System of the State of Kentucky | 2,286 | $462.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,325 | $469.5K | 0.01% | +8+0.3% | Added |
| State of Wisconsin Investment Board | 2,393 | $483.4K | 0.00% | +2,393 | New |
| Vident Advisory, LLC | 2,416 | $488.0K | 0.02% | +2,416 | New |
| Mariner, LLC | 2,432 | $491.2K | 0.00% | +265+12.2% | Added |
| Schroder Investment Management Group | 2,470 | $494.0K | 0.00% | +306+14.1% | Added |
| Maryland State Retirement & Pension System | 2,512 | $507.4K | 0.01% | −157−5.9% | Reduced |
| HRT Financial LP | 2,609 | $526.0K | 0.01% | −6,260−70.6% | Reduced |
| Citigroup Inc | 2,652 | $535.7K | 0.00% | −2,345−46.9% | Reduced |
| Amalgamated Bank | 2,711 | $548.0K | 0.00% | −98−3.5% | Reduced |
| Franklin Resources Inc | 2,725 | $550.4K | 0.00% | +10.0% | Added |
| Squarepoint Ops LLC | 3,022 | $610.4K | 0.00% | +3,022 | New |
| Teacher Retirement System of Texas | 3,043 | $615.0K | 0.00% | +570+23.0% | Added |
| Susquehanna International Group, LLP | 3,056 | $617.3K | 0.00% | +916+42.8% | Added |
| Amundi | 3,446 | $625.9K | 0.00% | −42−1.2% | Reduced |
| Comerica Bank | 3,197 | $645.7K | 0.00% | +3,197 | New |
| Janus Henderson Group PLC | 3,277 | $662.0K | 0.00% | +10.0% | Added |
| Yousif Capital Management, LLC | 3,366 | $679.9K | 0.01% | −270−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 3,440 | $694.8K | 0.00% | +688+25.0% | Added |
| Deutsche Bank AG | 3,494 | $705.8K | 0.00% | +385+12.4% | Added |
| Louisiana State Employees Retirement System | 3,500 | $707.0K | 0.02% | −100−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,594 | $726.0K | 0.00% | +930+34.9% | Added |
| Chase Investment Counsel Corp | 3,600 | $727.0K | 0.36% | +3,600 | New |
| MetLife Investment Management | 3,627 | $732.6K | 0.01% | 00.0% | Unchanged |