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
- +14 vs. Q3 2023
- Shares held
- 5.76M
- −148.9K (−2.5%) vs. Q3 2023
- Total value
- $1.39B
- +$211.4M (+17.9%) vs. Q3 2023
- New holders
- 27
- 58 more added
- Sold out
- 13
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $242 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $484 | 0.00% | −26−92.9% | Reduced |
| GAMMA Investing LLC | 4 | $944 | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 5 | $1.21K | 0.00% | +5 | New |
| Fairman Group, LLC | 6 | $1.45K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $1.93K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8 | $1.93K | 0.00% | +8 | New |
| Allworth Financial LP | 8 | $1.94K | 0.00% | +1+14.3% | Added |
| Fortis Group Advisors, LLC | 11 | $2.42K | 0.00% | +5+83.3% | Added |
| Nisa Investment Advisors, LLC | 10 | $2.42K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.66K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 11 | $2.66K | 0.00% | +11 | New |
| NBT Bank N A | 12 | $2.90K | 0.00% | +12 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | +1+9.1% | Added |
| EverSource Wealth Advisors, LLC | 13 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $3.38K | 0.00% | −9−39.1% | Reduced |
| Parallel Advisors, LLC | 16 | $3.87K | 0.00% | −36−69.2% | Reduced |
| Focused Wealth Management, Inc | 18 | $4.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $4.35K | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 19 | $4.59K | 0.00% | +9+90.0% | Added |
| Massmutual Trust Co FSB | 22 | $5.32K | 0.00% | −7−24.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $6.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31 | $7.50K | 0.00% | −4−11.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $9.67K | 0.00% | +10+33.3% | Added |
| LGT Financial Advisors LLC | 41 | $9.91K | 0.01% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $10.4K | 0.01% | +43 | New |
| EntryPoint Capital, LLC | 43 | $10.4K | 0.01% | +43 | New |
| GWM Advisors LLC | 46 | $11.1K | 0.00% | +46 | New |
| Hollencrest Capital Management | 48 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $13.3K | 0.00% | +3+5.8% | Added |
| US Bancorp | 59 | $14.3K | 0.00% | −6−9.2% | Reduced |
| CWM, LLC | 78 | $19.0K | 0.00% | −15−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 100 | $24.2K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 111 | $26.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 112 | $27.1K | 0.00% | +3+2.8% | Added |
| Ronald Blue Trust, Inc. | 182 | $37.0K | 0.00% | +154+550.0% | Added |
| Advisor Group Holdings, Inc. | 202 | $48.9K | 0.00% | −90−30.8% | Reduced |
| Signaturefd, LLC | 221 | $53.4K | 0.00% | +50+29.2% | Added |
| KBC Group NV | 245 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 334 | $80.7K | 0.01% | −69−17.1% | Reduced |
| Metropolitan Life Insurance Co | 400 | $96.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $99.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 486 | $117.5K | 0.00% | −37−7.1% | Reduced |
| Lazard Asset Management LLC | 584 | $141.0K | 0.00% | −1,546−72.6% | Reduced |
| DekaBank Deutsche Girozentrale | 584 | $143.0K | 0.00% | −825−58.6% | Reduced |
| Ameritas Investment Partners, Inc. | 689 | $166.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 892 | $208.2K | 0.00% | −2,554−74.1% | Reduced |
| LPL Financial LLC | 869 | $210.0K | 0.00% | +869 | New |
| TD Asset Management Inc | 900 | $217.6K | 0.00% | +900 | New |
| Everence Capital Management Inc | 920 | $222.0K | 0.02% | +920 | New |
| SG Americas Securities, LLC | 949 | $229.0K | 0.00% | −2,799−74.7% | Reduced |
| Toroso Investments, LLC | 958 | $231.6K | 0.01% | +958 | New |
| Shell Asset Management Co | 958 | $232.0K | 0.01% | −301−23.9% | Reduced |
| HM Payson & Co | 1,000 | $241.8K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,007 | $243.5K | 0.00% | +1,007 | New |
| QRG Capital Management, Inc. | 1,034 | $250.0K | 0.00% | +1,034 | New |
| Atria Wealth Solutions, Inc. | 1,060 | $256.2K | 0.00% | +40+3.9% | Added |
| Quantbot Technologies LP | 1,061 | $256.5K | 0.01% | +1,061 | New |
| Truist Financial Corp | 1,152 | $278.5K | 0.00% | +18+1.6% | Added |
| Mutual of America Capital Management LLC | 1,182 | $285.8K | 0.00% | −14−1.2% | Reduced |
| Handelsbanken Fonder AB | 1,200 | $290.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,221 | $295.5K | 0.00% | +1,221 | New |
| ProShare Advisors LLC | 1,296 | $313.3K | 0.00% | +241+22.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,457 | $352.2K | 0.00% | −3,102−68.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,518 | $367.0K | 0.00% | −132−8.0% | Reduced |
| Brevan Howard Capital Management LP | 1,546 | $373.8K | 0.04% | +1,546 | New |
| Envestnet Asset Management Inc | 1,615 | $390.5K | 0.00% | +482+42.5% | Added |
| Integrated Wealth Concepts LLC | 1,630 | $394.1K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,700 | $411.0K | 0.00% | −300−15.0% | Reduced |
| New York Life Investment Management LLC | 1,816 | $439.0K | 0.00% | −51−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,824 | $441.0K | 0.01% | +1,328+267.7% | Added |
| Creative Planning | 1,941 | $469.4K | 0.00% | +1,941 | New |
| Oregon Public Employees Retirement Fund | 1,977 | $478.0K | 0.01% | −62−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,980 | $478.7K | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,980 | $479.0K | 0.00% | +1,980 | New |
| Jefferies Financial Group Inc. | 2,000 | $483.5K | 0.01% | +2,000 | New |
| Aquatic Capital Management LLC | 2,000 | $484.0K | 0.01% | +1,000+100.0% | Added |
| Arizona State Retirement System | 2,028 | $490.3K | 0.00% | −47−2.3% | Reduced |
| HRT Financial LP | 2,071 | $500.0K | 0.00% | −538−20.6% | Reduced |
| SEI Investments Co | 2,252 | $544.4K | 0.00% | +58+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 2,286 | $553.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,315 | $559.6K | 0.00% | +302+15.0% | Added |
| Capital Investment Advisors, LLC | 2,334 | $564.2K | 0.01% | +9+0.4% | Added |
| BNP Paribas Arbitrage, SA | 2,409 | $582.4K | 0.00% | −1,185−33.0% | Reduced |
| Maryland State Retirement & Pension System | 2,455 | $593.5K | 0.01% | −57−2.3% | Reduced |
| Amalgamated Bank | 2,519 | $609.0K | 0.00% | −192−7.1% | Reduced |
| Squarepoint Ops LLC | 2,527 | $610.9K | 0.00% | −495−16.4% | Reduced |
| Vident Advisory, LLC | 2,562 | $619.4K | 0.02% | +146+6.0% | Added |
| Mariner, LLC | 2,642 | $638.7K | 0.00% | +210+8.6% | Added |
| Franklin Resources Inc | 2,764 | $668.2K | 0.00% | +39+1.4% | Added |
| Comerica Bank | 3,187 | $770.4K | 0.00% | −10−0.3% | Reduced |
| Janus Henderson Group PLC | 3,271 | $790.8K | 0.00% | −6−0.2% | Reduced |
| Two Sigma Advisers, LP | 3,300 | $797.8K | 0.00% | +2,200+200.0% | Added |