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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.

Institutional holdersQ3 2023: 176 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ3 2023: $1.18B
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$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.

Institutions holding VRTS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SEI Investments Co2,194$443.2K0.00%+400+22.3%Added
Lazard Asset Management LLC2,130$429.0K0.00%−872−29.0%Reduced
Arizona State Retirement System2,075$419.1K0.00%+28+1.4%Added
Oregon Public Employees Retirement Fund2,039$411.9K0.01%−55−2.6%Reduced
Wells Fargo & Company2,013$406.5K0.00%−1,399−41.0%Reduced
Allianz Asset Management GmbH2,000$404.0K0.00%−800−28.6%Reduced
State Board of Administration of Florida Retirement System1,980$399.9K0.00%+10+0.5%Added
Russell Investments Group, Ltd.1,902$384.2K0.00%−1,657−46.6%Reduced
New York Life Investment Management LLC1,867$377.1K0.00%−298−13.8%Reduced
Two Sigma Investments, LP1,809$365.4K0.00%+1,809New
Engineers Gate Manager LP1,769$357.3K0.01%+1,769New
Allspring Global Investments Holdings, LLC1,650$333.3K0.00%+65+4.1%Added
Integrated Wealth Concepts LLC1,630$329.8K0.01%00.0%Unchanged
XTX Topco Ltd1,556$314.3K0.05%+1,556New
DekaBank Deutsche Girozentrale1,409$285.0K0.00%+1,409New
Qube Research & Technologies Ltd1,353$273.3K0.00%+78+6.1%Added
Shell Asset Management Co1,259$254.0K0.01%−20−1.6%Reduced
Handelsbanken Fonder AB1,200$242.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC1,196$241.6K0.00%−143−10.7%Reduced
Truist Financial Corp1,134$229.1K0.00%+9+0.8%Added
Envestnet Asset Management Inc1,133$228.8K0.00%−90−7.4%Reduced
Two Sigma Advisers, LP1,100$222.2K0.00%00.0%Unchanged
Eqis Capital Management, Inc.1,081$218.3K0.03%−35−3.1%Reduced
Centiva Capital, LP1,073$216.7K0.01%+1,073New
Bokf, NA1,157$213.2K0.00%+225+24.1%Added
ProShare Advisors LLC1,055$213.1K0.00%−26−2.4%Reduced
Atria Wealth Solutions, Inc.1,020$205.9K0.00%−12−1.2%Reduced
Aquatic Capital Management LLC1,000$202.0K0.01%+100+11.1%Added
HM Payson & Co1,000$202.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.689$139.2K0.01%+129+23.0%Added
The PNC Financial Services Group, Inc.523$105.6K0.00%+30+6.1%Added
Tower Research Capital LLC (TRC)496$100.2K0.00%−280−36.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)413$83.4K0.00%00.0%Unchanged
Quadrant Capital Group LLC403$81.4K0.01%+169+72.2%Added
Metropolitan Life Insurance Co400$80.8K0.00%+19+5.0%Added
Advisor Group Holdings, Inc.292$59.0K0.00%+34+13.2%Added
KBC Group NV245$49.0K0.00%−266−52.1%Reduced
Signaturefd, LLC171$34.5K0.00%+53+44.9%Added
UBS Group AG132$26.7K0.00%−5,096−97.5%Reduced
Field & Main Bank111$22.4K0.01%00.0%Unchanged
Public Employees Retirement System of Ohio109$22.0K0.00%+5+4.8%Added
Steward Partners Investment Advisory, LLC100$20.2K0.00%00.0%Unchanged
CWM, LLC93$19.0K0.00%00.0%Unchanged
US Bancorp65$13.1K0.00%−8−11.0%Reduced
Farther Finance Advisors, LLC52$10.5K0.00%+30+136.4%Added
Parallel Advisors, LLC52$10.5K0.00%+52New
Hollencrest Capital Management48$9.70K0.00%00.0%Unchanged
LGT Financial Advisors LLC41$8.28K0.01%+41New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.39$7.88K0.00%+39New
Fifth Third Bancorp35$7.07K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co30$6.06K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB29$5.86K0.00%00.0%Unchanged
Parkside Financial Bank & Trust28$5.66K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.25$5.05K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd25$5.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$4.65K0.00%+14+155.6%Added
Focused Wealth Management, Inc18$3.64K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC13$2.63K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$2.22K0.00%00.0%Unchanged
Lindbrook Capital, LLC10$2.02K0.00%−3−23.1%Reduced
Nisa Investment Advisors, LLC10$2.02K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.11$2.00K0.00%00.0%Unchanged
Bessemer Group Inc12$2.00K0.00%+6+100.0%Added
GPS Wealth Strategies Group, LLC8$1.62K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.41K0.00%00.0%Unchanged
Allworth Financial LP7$1.41K0.00%+2+40.0%Added
Concord Wealth Partners6$1.21K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.01K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$1.01K0.00%00.0%Unchanged
Spire Wealth Management5$1.01K0.00%00.0%Unchanged
Fortis Group Advisors, LLC6$1.01K0.00%+6New
Proequities, Inc.2$4030.00%00.0%Unchanged
SJS Investment Consulting Inc.1$2020.00%00.0%Unchanged
Huntington National Bank1$2020.00%00.0%Unchanged
Steward Financial Group LLC4$00.00%+4New
Vident Investment Advisory, LLC0$00.00%−13,319−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−8,971−100.0%Sold out
Jane Street Group, LLC0$00.00%−4,353−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−4,128−100.0%Sold out
Virtu Financial LLC0$00.00%−3,416−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−3,284−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,977−100.0%Sold out
Holocene Advisors, LP0$00.00%−1,911−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,854−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−1,526−100.0%Sold out
Jump Financial, LLC0$00.00%−1,403−100.0%Sold out
LPL Financial LLC0$00.00%−1,367−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−211−100.0%Sold out
Sofos Investments, Inc.0$00.00%−197−100.0%Sold out
Disciplined Investments, LLC0$00.00%−2−100.0%Sold out
EA Series Trust––––Not filed