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