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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 3,308 | $799.7K | 0.01% | +3,308 | New |
| Yousif Capital Management, LLC | 3,361 | $812.6K | 0.01% | −5−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 3,386 | $818.6K | 0.00% | −54−1.6% | Reduced |
| Louisiana State Employees Retirement System | 3,400 | $822.0K | 0.02% | −100−2.9% | Reduced |
| Jane Street Group, LLC | 3,550 | $858.2K | 0.00% | +3,550 | New |
| MetLife Investment Management | 3,627 | $876.9K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 3,765 | $910.2K | 0.00% | −34−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,902 | $943.3K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,940 | $953.0K | 0.02% | −202−4.9% | Reduced |
| Teacher Retirement System of Texas | 3,992 | $965.0K | 0.01% | +949+31.2% | Added |
| Citadel Advisors LLC | 4,034 | $975.3K | 0.00% | +4,034 | New |
| State of Alaska, Department of Revenue | 4,155 | $1.00M | 0.01% | −92−2.2% | Reduced |
| Citigroup Inc | 4,156 | $1.00M | 0.00% | +1,504+56.7% | Added |
| Castlekeep Investment Advisors LLC | 4,743 | $1.15M | 0.81% | +4,743 | New |
| Chase Investment Counsel Corp | 4,800 | $1.16M | 0.51% | +1,200+33.3% | Added |
| Putnam Investments LLC | 4,846 | $1.17M | 0.00% | −319−6.2% | Reduced |
| New York State Common Retirement Fund | 4,950 | $1.20M | 0.00% | −100−2.0% | Reduced |
| State of Tennessee, Treasury Department | 4,967 | $1.20M | 0.00% | −182−3.5% | Reduced |
| Quest Partners LLC | 5,435 | $1.31M | 0.28% | +5,435 | New |
| UBS Group AG | 5,528 | $1.34M | 0.00% | +5,396+4,087.9% | Added |
| Great West Life Assurance Co | 5,780 | $1.39M | 0.00% | −696−10.7% | Reduced |
| Millennium Management LLC | 5,779 | $1.40M | 0.00% | +2,007+53.2% | Added |
| Texas Permanent School Fund | 5,835 | $1.41M | 0.01% | +43+0.7% | Added |
| Thrivent Financial for Lutherans | 6,018 | $1.46M | 0.00% | −221−3.5% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.47M | 1.09% | 00.0% | Unchanged |
| Summit Global Investments | 6,263 | $1.51M | 0.10% | +2,496+66.3% | Added |
| New York State Teachers Retirement System | 6,355 | $1.54M | 0.00% | −100−1.5% | Reduced |
| Susquehanna International Group, LLP | 6,388 | $1.54M | 0.00% | +3,332+109.0% | Added |
| Voya Investment Management LLC | 6,569 | $1.59M | 0.00% | −146−2.2% | Reduced |
| Qube Research & Technologies Ltd | 7,275 | $1.76M | 0.00% | +5,922+437.7% | Added |
| Schonfeld Strategic Advisors LLC | 7,370 | $1.78M | 0.01% | −87,436−92.2% | Reduced |
| California State Teachers Retirement System | 7,604 | $1.84M | 0.00% | −366−4.6% | Reduced |
| Russell Investments Group, Ltd. | 7,705 | $1.86M | 0.00% | +5,803+305.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 7,729 | $1.87M | 0.05% | −11,788−60.4% | Reduced |
| UBS Asset Management Americas Inc | 8,519 | $2.06M | 0.00% | +82+1.0% | Added |
| Alliancebernstein L.P. | 8,886 | $2.15M | 0.00% | +85+1.0% | Added |
| Prudential Financial Inc | 8,902 | $2.15M | 0.00% | −12,243−57.9% | Reduced |
| Algert Global LLC | 8,939 | $2.16M | 0.09% | +2,630+41.7% | Added |
| First Trust Advisors LP | 9,938 | $2.40M | 0.00% | −1,918−16.2% | Reduced |
| Credit Suisse AG | 10,215 | $2.47M | 0.00% | +263+2.6% | Added |
| Deutsche Bank AG | 10,647 | $2.57M | 0.00% | +7,153+204.7% | Added |
| Two Sigma Investments, LP | 10,840 | $2.62M | 0.01% | +9,031+499.2% | Added |
| Huber Capital Management LLC | 12,498 | $3.02M | 0.76% | −5,672−31.2% | Reduced |
| Barclays PLC | 12,818 | $3.10M | 0.00% | +7,197+128.0% | Added |
| Panagora Asset Management Inc | 12,821 | $3.10M | 0.02% | −204−1.6% | Reduced |
| Quadrature Capital Ltd | 13,045 | $3.16M | 0.06% | −1,843−12.4% | Reduced |
| Public Sector Pension Investment Board | 14,019 | $3.39M | 0.03% | +5,590+66.3% | Added |
| Swiss National Bank | 14,300 | $3.46M | 0.00% | −1,700−10.6% | Reduced |
| Brandywine Global Investment Management, LLC | 16,549 | $4.00M | 0.03% | −1,663−9.1% | Reduced |
| Empowered Funds, LLC | 17,536 | $4.24M | 0.11% | +1,536+9.6% | Added |
| Bank of America Corp | 17,682 | $4.27M | 0.00% | +2,998+20.4% | Added |
| Goldman Sachs Group Inc | 17,834 | $4.31M | 0.00% | +834+4.9% | Added |
| Legal & General Group Plc | 18,406 | $4.45M | 0.00% | −333−1.8% | Reduced |
| Gator Capital Management, LLC | 19,125 | $4.62M | 2.56% | +100+0.5% | Added |
| Assenagon Asset Management S.A. | 22,828 | $5.52M | 0.02% | +11,792+106.9% | Added |
| Rhumbline Advisers | 23,415 | $5.66M | 0.01% | −446−1.9% | Reduced |
| AQR Capital Management LLC | 24,747 | $5.98M | 0.01% | −522−2.1% | Reduced |
| Invesco Ltd. | 25,959 | $6.28M | 0.00% | +1,855+7.7% | Added |
| AWH Capital, L.P. | 27,399 | $6.62M | 6.65% | −12,601−31.5% | Reduced |
| Ameriprise Financial Inc | 28,087 | $6.79M | 0.00% | −1,031−3.5% | Reduced |
| Man Group plc | 30,018 | $7.26M | 0.02% | – | – |
| Basswood Capital Management, L.L.C. | 31,620 | $7.64M | 0.49% | +17,300+120.8% | Added |
| Principal Financial Group Inc | 40,697 | $9.84M | 0.01% | −62−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 45,000 | $10.9M | 1.46% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 45,074 | $10.9M | 0.23% | +11,842+35.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 54,260 | $13.1M | 0.05% | +770+1.4% | Added |
| Nuveen Asset Management, LLC | 59,223 | $14.3M | 0.00% | +157+0.3% | Added |
| American Century Companies Inc | 60,437 | $14.6M | 0.01% | +1,247+2.1% | Added |
| Norges Bank | 60,594 | $14.6M | 0.00% | −1,607−2.6% | Reduced |
| Fisher Asset Management, LLC | 70,019 | $16.9M | 0.01% | −864−1.2% | Reduced |
| Price T Rowe Associates Inc | 81,855 | $19.8M | 0.00% | −4,602−5.3% | Reduced |
| Morgan Stanley | 83,364 | $20.2M | 0.00% | +10,123+13.8% | Added |
| JPMorgan Chase & Co | 84,327 | $20.4M | 0.00% | −15,308−15.4% | Reduced |
| Brown Advisory Inc | 85,732 | $20.7M | 0.03% | −3,764−4.2% | Reduced |
| Charles Schwab Investment Management Inc | 96,081 | $23.2M | 0.01% | +1,715+1.8% | Added |
| Northern Trust Corp | 96,354 | $23.3M | 0.00% | −1,538−1.6% | Reduced |
| Bank of New York Mellon Corp | 99,244 | $24.0M | 0.00% | −5,476−5.2% | Reduced |
| Victory Capital Management Inc | 103,931 | $25.1M | 0.03% | −4,161−3.8% | Reduced |
| WCM Investment Management, LLC | 112,785 | $27.9M | 0.08% | −135−0.1% | Reduced |
| Royal Bank of Canada | 129,567 | $31.3M | 0.01% | +3,794+3.0% | Added |
| Geode Capital Management, LLC | 152,084 | $36.8M | 0.00% | +4,539+3.1% | Added |
| Vulcan Value Partners, LLC | 190,106 | $46.0M | 0.67% | −23,834−11.1% | Reduced |
| FMR LLC | 219,811 | $53.1M | 0.00% | +11,182+5.4% | Added |
| State Street Corp | 300,316 | $72.6M | 0.00% | +2,010+0.7% | Added |
| Dimensional Fund Advisors LP | 319,410 | $77.2M | 0.02% | −210−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 404,558 | $97.8M | 0.06% | −34,741−7.9% | Reduced |
| Vanguard Group Inc | 911,307 | $220.3M | 0.00% | −4,164−0.5% | Reduced |
| BlackRock Inc. | 1,109,338 | $268.2M | 0.01% | +30,700+2.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −29,975−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −94,146−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |