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, Q1 2024
Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2024. 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
- 212
- +25 vs. Q4 2023
- Shares held
- 5.75M
- −7.34K (−0.1%) vs. Q4 2023
- Total value
- $1.42B
- +$33.2M (+2.4%) vs. Q4 2023
- New holders
- 42
- 65 more added
- Sold out
- 17
- 68 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,087,785 | $269.7M | 0.01% | −21,553−1.9% | Reduced |
| Vanguard Group Inc | 908,340 | $225.3M | 0.00% | −2,967−0.3% | Reduced |
| Dimensional Fund Advisors LP | 319,674 | $79.3M | 0.02% | +264+0.1% | Added |
| State Street Corp | 307,979 | $76.4M | 0.00% | +7,663+2.6% | Added |
| FMR LLC | 226,979 | $56.3M | 0.00% | +7,168+3.3% | Added |
| Charles Schwab Investment Management Inc | 224,790 | $55.7M | 0.01% | +128,709+134.0% | Added |
| Vulcan Value Partners, LLC | 157,376 | $39.0M | 0.57% | −32,730−17.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 151,726 | $37.6M | 0.02% | −252,832−62.5% | Reduced |
| Geode Capital Management, LLC | 148,711 | $36.9M | 0.00% | −3,373−2.2% | Reduced |
| Royal Bank of Canada | 121,639 | $30.2M | 0.01% | −7,928−6.1% | Reduced |
| WCM Investment Management, LLC | 110,159 | $27.3M | 0.06% | −2,626−2.3% | Reduced |
| Morgan Stanley | 103,676 | $25.7M | 0.00% | +20,312+24.4% | Added |
| JPMorgan Chase & Co | 102,855 | $25.5M | 0.00% | +18,528+22.0% | Added |
| Victory Capital Management Inc | 98,973 | $24.5M | 0.02% | −4,958−4.8% | Reduced |
| Bank of New York Mellon Corp | 96,685 | $24.0M | 0.00% | −2,559−2.6% | Reduced |
| Northern Trust Corp | 92,883 | $23.0M | 0.00% | −3,471−3.6% | Reduced |
| Brown Advisory Inc | 87,150 | $21.6M | 0.03% | +1,418+1.7% | Added |
| Price T Rowe Associates Inc | 80,242 | $19.9M | 0.00% | −1,613−2.0% | Reduced |
| Fisher Asset Management, LLC | 64,151 | $15.9M | 0.01% | −5,868−8.4% | Reduced |
| American Century Companies Inc | 62,248 | $15.4M | 0.01% | +1,811+3.0% | Added |
| Nuveen Asset Management, LLC | 59,599 | $14.8M | 0.00% | +376+0.6% | Added |
| Basswood Capital Management, L.L.C. | 59,100 | $14.7M | 0.86% | +27,480+86.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 50,430 | $12.5M | 0.04% | −3,830−7.1% | Reduced |
| Qube Research & Technologies Ltd | 48,155 | $11.9M | 0.02% | +40,880+561.9% | Added |
| Norges Bank | 46,282 | $11.5M | 0.00% | −14,312−23.6% | Reduced |
| Bridgeway Capital Management, LLC | 46,255 | $11.5M | 0.23% | +1,181+2.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 40,000 | $9.92M | 0.70% | −5,000−11.1% | Reduced |
| Principal Financial Group Inc | 38,863 | $9.64M | 0.01% | −1,834−4.5% | Reduced |
| Goldman Sachs Group Inc | 37,325 | $9.26M | 0.00% | +19,491+109.3% | Added |
| Man Group plc | 31,694 | $7.86M | 0.02% | +1,676+5.6% | Added |
| AQR Capital Management LLC | 28,608 | $7.09M | 0.01% | +3,861+15.6% | Added |
| AWH Capital, L.P. | 27,500 | $6.82M | 6.28% | +101+0.4% | Added |
| Ameriprise Financial Inc | 27,288 | $6.77M | 0.00% | −799−2.8% | Reduced |
| Invesco Ltd. | 24,550 | $6.09M | 0.00% | −1,409−5.4% | Reduced |
| Millennium Management LLC | 24,524 | $6.08M | 0.01% | +18,745+324.4% | Added |
| Quadrature Capital Ltd | 23,506 | $5.83M | 0.10% | +10,461+80.2% | Added |
| Rhumbline Advisers | 23,307 | $5.78M | 0.01% | −108−0.5% | Reduced |
| Teacher Retirement System of Texas | 19,270 | $4.78M | 0.03% | +15,278+382.7% | Added |
| Gator Capital Management, LLC | 19,125 | $4.74M | 2.53% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,810 | $4.66M | 0.03% | +18,800+188,000.0% | Added |
| Legal & General Group Plc | 18,417 | $4.56M | 0.00% | +11+0.1% | Added |
| Meritage Portfolio Management | 16,714 | $4.14M | 0.26% | +16,714 | New |
| Brandywine Global Investment Management, LLC | 16,439 | $4.08M | 0.03% | −110−0.7% | Reduced |
| Swiss National Bank | 14,200 | $3.52M | 0.00% | −100−0.7% | Reduced |
| Russell Investments Group, Ltd. | 13,918 | $3.45M | 0.01% | +6,213+80.6% | Added |
| Public Sector Pension Investment Board | 13,849 | $3.43M | 0.02% | −170−1.2% | Reduced |
| Huber Capital Management LLC | 13,608 | $3.37M | 0.76% | +1,110+8.9% | Added |
| Citadel Advisors LLC | 12,357 | $3.06M | 0.00% | +8,323+206.3% | Added |
| Panagora Asset Management Inc | 11,614 | $2.88M | 0.02% | −1,207−9.4% | Reduced |
| Renaissance Technologies LLC | 10,829 | $2.69M | 0.00% | +10,829 | New |
| First Trust Advisors LP | 10,764 | $2.67M | 0.00% | +826+8.3% | Added |
| Franklin Resources Inc | 10,579 | $2.62M | 0.00% | +7,815+282.7% | Added |
| Credit Suisse AG | 10,410 | $2.58M | 0.00% | +195+1.9% | Added |
| UBS Asset Management Americas Inc | 9,555 | $2.37M | 0.00% | +1,036+12.2% | Added |
| Prudential Financial Inc | 9,097 | $2.26M | 0.00% | +195+2.2% | Added |
| Bank of America Corp | 8,956 | $2.22M | 0.00% | −8,726−49.3% | Reduced |
| UBS Group AG | 8,871 | $2.20M | 0.00% | +3,343+60.5% | Added |
| Two Sigma Investments, LP | 8,805 | $2.18M | 0.01% | −2,035−18.8% | Reduced |
| Algert Global LLC | 8,371 | $2.08M | 0.08% | −568−6.4% | Reduced |
| Marshall Wace, LLP | 8,313 | $2.06M | 0.00% | +8,313 | New |
| Alliancebernstein L.P. | 8,076 | $2.00M | 0.00% | −810−9.1% | Reduced |
| Barclays PLC | 7,619 | $1.89M | 0.00% | −5,199−40.6% | Reduced |
| California State Teachers Retirement System | 7,151 | $1.77M | 0.00% | −453−6.0% | Reduced |
| New York State Teachers Retirement System | 6,359 | $1.58M | 0.00% | +4+0.1% | Added |
| Santa Monica Partners LP | 6,076 | $1.51M | 1.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,067 | $1.50M | 0.03% | −11,469−65.4% | Reduced |
| Great West Life Assurance Co | 6,072 | $1.50M | 0.00% | +292+5.1% | Added |
| Citigroup Inc | 6,061 | $1.50M | 0.00% | +1,905+45.8% | Added |
| Voya Investment Management LLC | 6,049 | $1.50M | 0.00% | −520−7.9% | Reduced |
| Texas Permanent School Fund | 5,911 | $1.47M | 0.01% | +76+1.3% | Added |
| Thrivent Financial for Lutherans | 5,859 | $1.45M | 0.00% | −159−2.6% | Reduced |
| Martingale Asset Management L P | 5,436 | $1.35M | 0.03% | +5,436 | New |
| Summit Global Investments | 5,150 | $1.28M | 0.09% | −1,113−17.8% | Reduced |
| Cubist Systematic Strategies, LLC | 5,125 | $1.27M | 0.01% | +1,817+54.9% | Added |
| D. E. Shaw & Co., Inc. | 4,883 | $1.21M | 0.00% | +4,883 | New |
| Chase Investment Counsel Corp | 4,800 | $1.19M | 0.44% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,515 | $1.12M | 0.00% | −452−9.1% | Reduced |
| State of Alaska, Department of Revenue | 4,115 | $1.02M | 0.01% | −40−1.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,895 | $966.0K | 0.00% | +1,915+96.7% | Added |
| BNP Paribas Arbitrage, SA | 3,841 | $952.5K | 0.00% | +1,432+59.4% | Added |
| Two Sigma Advisers, LP | 3,800 | $942.3K | 0.00% | +500+15.2% | Added |
| Ensign Peak Advisors, Inc | 3,715 | $921.2K | 0.00% | −187−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 3,684 | $914.0K | 0.01% | −256−6.5% | Reduced |
| American International Group, Inc. | 3,682 | $913.1K | 0.00% | −83−2.2% | Reduced |
| Los Angeles Capital Management LLC | 3,632 | $900.7K | 0.00% | +3,632 | New |
| Exchange Traded Concepts, LLC | 3,617 | $896.9K | 0.02% | +3,617 | New |
| MetLife Investment Management | 3,452 | $856.0K | 0.01% | −175−4.8% | Reduced |
| New York State Common Retirement Fund | 3,448 | $855.0K | 0.00% | −1,502−30.3% | Reduced |
| Deutsche Bank AG | 3,443 | $853.8K | 0.00% | −7,204−67.7% | Reduced |
| Manufacturers Life Insurance Company, The | 3,361 | $833.5K | 0.00% | −25−0.7% | Reduced |
| Castlekeep Investment Advisors LLC | 3,330 | $825.8K | 0.59% | −1,413−29.8% | Reduced |
| Louisiana State Employees Retirement System | 3,300 | $818.3K | 0.02% | −100−2.9% | Reduced |
| Janus Henderson Group PLC | 3,270 | $809.7K | 0.00% | −10.0% | Reduced |
| Creative Planning | 3,238 | $803.0K | 0.00% | +1,297+66.8% | Added |
| Yousif Capital Management, LLC | 3,031 | $751.6K | 0.01% | −330−9.8% | Reduced |
| Engineers Gate Manager LP | 2,993 | $742.2K | 0.02% | +2,993 | New |
| Quest Partners LLC | 2,928 | $726.1K | 0.13% | −2,507−46.1% | Reduced |
| Jane Street Group, LLC | 2,895 | $717.9K | 0.00% | −655−18.5% | Reduced |
| Comerica Bank | 2,861 | $709.4K | 0.00% | −326−10.2% | Reduced |
| Vident Advisory, LLC | 2,817 | $698.6K | 0.01% | +255+10.0% | Added |