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, Q4 2023
Institutional positions in Virtus Investment Partners, Inc. as of Dec 31, 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
- 188
- +15 vs. Q3 2023
- Shares held
- 5.76M
- −54.7K (−0.9%) vs. Q3 2023
- Total value
- $1.39B
- +$212.4M (+18.0%) vs. Q3 2023
- New holders
- 27
- 58 more added
- Sold out
- 12
- 71 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,109,338 | $268.2M | 0.01% | +30,700+2.8% | Added |
| Vanguard Group Inc | 911,307 | $220.3M | 0.00% | −4,164−0.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 404,558 | $97.8M | 0.06% | −34,741−7.9% | Reduced |
| Dimensional Fund Advisors LP | 319,410 | $77.2M | 0.02% | −210−0.1% | Reduced |
| State Street Corp | 300,316 | $72.6M | 0.00% | +2,010+0.7% | Added |
| FMR LLC | 219,811 | $53.1M | 0.00% | +11,182+5.4% | Added |
| Vulcan Value Partners, LLC | 190,106 | $46.0M | 0.67% | −23,834−11.1% | Reduced |
| Geode Capital Management, LLC | 152,084 | $36.8M | 0.00% | +4,539+3.1% | Added |
| Royal Bank of Canada | 129,567 | $31.3M | 0.01% | +3,794+3.0% | Added |
| WCM Investment Management, LLC | 112,785 | $27.9M | 0.08% | −135−0.1% | Reduced |
| Victory Capital Management Inc | 103,931 | $25.1M | 0.03% | −4,161−3.8% | Reduced |
| Bank of New York Mellon Corp | 99,244 | $24.0M | 0.00% | −5,476−5.2% | Reduced |
| Northern Trust Corp | 96,354 | $23.3M | 0.00% | −1,538−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 96,081 | $23.2M | 0.01% | +1,715+1.8% | Added |
| Brown Advisory Inc | 85,732 | $20.7M | 0.03% | −3,764−4.2% | Reduced |
| JPMorgan Chase & Co | 84,327 | $20.4M | 0.00% | −15,308−15.4% | Reduced |
| Morgan Stanley | 83,364 | $20.2M | 0.00% | +10,123+13.8% | Added |
| Price T Rowe Associates Inc | 81,855 | $19.8M | 0.00% | −4,602−5.3% | Reduced |
| Fisher Asset Management, LLC | 70,019 | $16.9M | 0.01% | −864−1.2% | Reduced |
| Norges Bank | 60,594 | $14.6M | 0.00% | −1,607−2.6% | Reduced |
| American Century Companies Inc | 60,437 | $14.6M | 0.01% | +1,247+2.1% | Added |
| Nuveen Asset Management, LLC | 59,223 | $14.3M | 0.00% | +157+0.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 54,260 | $13.1M | 0.05% | +770+1.4% | Added |
| Bridgeway Capital Management, LLC | 45,074 | $10.9M | 0.23% | +11,842+35.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $10.9M | 1.46% | 00.0% | Unchanged |
| Principal Financial Group Inc | 40,697 | $9.84M | 0.01% | −62−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 31,620 | $7.64M | 0.49% | +17,300+120.8% | Added |
| Man Group plc | 30,018 | $7.26M | 0.02% | – | – |
| Ameriprise Financial Inc | 28,087 | $6.79M | 0.00% | −1,031−3.5% | Reduced |
| AWH Capital, L.P. | 27,399 | $6.62M | 6.65% | −12,601−31.5% | Reduced |
| Invesco Ltd. | 25,959 | $6.28M | 0.00% | +1,855+7.7% | Added |
| AQR Capital Management LLC | 24,747 | $5.98M | 0.01% | −522−2.1% | Reduced |
| Rhumbline Advisers | 23,415 | $5.66M | 0.01% | −446−1.9% | Reduced |
| Assenagon Asset Management S.A. | 22,828 | $5.52M | 0.02% | +11,792+106.9% | Added |
| Gator Capital Management, LLC | 19,125 | $4.62M | 2.56% | +100+0.5% | Added |
| Legal & General Group Plc | 18,406 | $4.45M | 0.00% | −333−1.8% | Reduced |
| Goldman Sachs Group Inc | 17,834 | $4.31M | 0.00% | +834+4.9% | Added |
| Bank of America Corp | 17,682 | $4.27M | 0.00% | +2,998+20.4% | Added |
| Empowered Funds, LLC | 17,536 | $4.24M | 0.11% | +1,536+9.6% | Added |
| Brandywine Global Investment Management, LLC | 16,549 | $4.00M | 0.03% | −1,663−9.1% | Reduced |
| Swiss National Bank | 14,300 | $3.46M | 0.00% | −1,700−10.6% | Reduced |
| Public Sector Pension Investment Board | 14,019 | $3.39M | 0.03% | +5,590+66.3% | Added |
| Quadrature Capital Ltd | 13,045 | $3.16M | 0.06% | −1,843−12.4% | Reduced |
| Panagora Asset Management Inc | 12,821 | $3.10M | 0.02% | −204−1.6% | Reduced |
| Barclays PLC | 12,818 | $3.10M | 0.00% | +7,197+128.0% | Added |
| Huber Capital Management LLC | 12,498 | $3.02M | 0.76% | −5,672−31.2% | Reduced |
| Two Sigma Investments, LP | 10,840 | $2.62M | 0.01% | +9,031+499.2% | Added |
| Deutsche Bank AG | 10,647 | $2.57M | 0.00% | +7,153+204.7% | Added |
| Credit Suisse AG | 10,215 | $2.47M | 0.00% | +263+2.6% | Added |
| First Trust Advisors LP | 9,938 | $2.40M | 0.00% | −1,918−16.2% | Reduced |
| Algert Global LLC | 8,939 | $2.16M | 0.09% | +2,630+41.7% | Added |
| Prudential Financial Inc | 8,902 | $2.15M | 0.00% | −12,243−57.9% | Reduced |
| Alliancebernstein L.P. | 8,886 | $2.15M | 0.00% | +85+1.0% | Added |
| UBS Asset Management Americas Inc | 8,519 | $2.06M | 0.00% | +82+1.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 7,729 | $1.87M | 0.05% | −11,788−60.4% | Reduced |
| Russell Investments Group, Ltd. | 7,705 | $1.86M | 0.00% | +5,803+305.1% | Added |
| California State Teachers Retirement System | 7,604 | $1.84M | 0.00% | −366−4.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,370 | $1.78M | 0.01% | −87,436−92.2% | Reduced |
| Qube Research & Technologies Ltd | 7,275 | $1.76M | 0.00% | +5,922+437.7% | Added |
| Voya Investment Management LLC | 6,569 | $1.59M | 0.00% | −146−2.2% | Reduced |
| Susquehanna International Group, LLP | 6,388 | $1.54M | 0.00% | +3,332+109.0% | Added |
| New York State Teachers Retirement System | 6,355 | $1.54M | 0.00% | −100−1.5% | Reduced |
| Summit Global Investments | 6,263 | $1.51M | 0.10% | +2,496+66.3% | Added |
| Santa Monica Partners LP | 6,076 | $1.47M | 1.09% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,018 | $1.46M | 0.00% | −221−3.5% | Reduced |
| Texas Permanent School Fund | 5,835 | $1.41M | 0.01% | +43+0.7% | Added |
| Millennium Management LLC | 5,779 | $1.40M | 0.00% | +2,007+53.2% | Added |
| Great West Life Assurance Co | 5,780 | $1.39M | 0.00% | −696−10.7% | Reduced |
| UBS Group AG | 5,528 | $1.34M | 0.00% | +5,396+4,087.9% | Added |
| Quest Partners LLC | 5,435 | $1.31M | 0.28% | +5,435 | New |
| State of Tennessee, Treasury Department | 4,967 | $1.20M | 0.00% | −182−3.5% | Reduced |
| New York State Common Retirement Fund | 4,950 | $1.20M | 0.00% | −100−2.0% | Reduced |
| Putnam Investments LLC | 4,846 | $1.17M | 0.00% | −319−6.2% | Reduced |
| Chase Investment Counsel Corp | 4,800 | $1.16M | 0.51% | +1,200+33.3% | Added |
| Castlekeep Investment Advisors LLC | 4,743 | $1.15M | 0.81% | +4,743 | New |
| Citigroup Inc | 4,156 | $1.00M | 0.00% | +1,504+56.7% | Added |
| State of Alaska, Department of Revenue | 4,155 | $1.00M | 0.01% | −92−2.2% | Reduced |
| Citadel Advisors LLC | 4,034 | $975.3K | 0.00% | +4,034 | New |
| Teacher Retirement System of Texas | 3,992 | $965.0K | 0.01% | +949+31.2% | Added |
| Illinois Municipal Retirement Fund | 3,940 | $953.0K | 0.02% | −202−4.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,902 | $943.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,765 | $910.2K | 0.00% | −34−0.9% | Reduced |
| MetLife Investment Management | 3,627 | $876.9K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,550 | $858.2K | 0.00% | +3,550 | New |
| Louisiana State Employees Retirement System | 3,400 | $822.0K | 0.02% | −100−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 3,386 | $818.6K | 0.00% | −54−1.6% | Reduced |
| Yousif Capital Management, LLC | 3,361 | $812.6K | 0.01% | −5−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 3,308 | $799.7K | 0.01% | +3,308 | New |
| Two Sigma Advisers, LP | 3,300 | $797.8K | 0.00% | +2,200+200.0% | Added |
| Janus Henderson Group PLC | 3,271 | $790.8K | 0.00% | −6−0.2% | Reduced |
| Comerica Bank | 3,187 | $770.4K | 0.00% | −10−0.3% | Reduced |
| Franklin Resources Inc | 2,764 | $668.2K | 0.00% | +39+1.4% | Added |
| Mariner, LLC | 2,642 | $638.7K | 0.00% | +210+8.6% | Added |
| Vident Advisory, LLC | 2,562 | $619.4K | 0.02% | +146+6.0% | Added |
| Squarepoint Ops LLC | 2,527 | $610.9K | 0.00% | −495−16.4% | Reduced |
| Amalgamated Bank | 2,519 | $609.0K | 0.00% | −192−7.1% | Reduced |
| Maryland State Retirement & Pension System | 2,455 | $593.5K | 0.01% | −57−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,409 | $582.4K | 0.00% | −1,185−33.0% | Reduced |
| Capital Investment Advisors, LLC | 2,334 | $564.2K | 0.01% | +9+0.4% | Added |
| Wells Fargo & Company | 2,315 | $559.6K | 0.00% | +302+15.0% | Added |