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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $247 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $248 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $248 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $248 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 2 | $496 | 0.00% | −180−98.9% | Reduced |
| Parkside Financial Bank & Trust | 2 | $496 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $496 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 3 | $629 | 0.00% | +3 | New |
| Covestor Ltd | 2 | $1.00K | 0.00% | +2 | New |
| Fortis Group Advisors, LLC | 5 | $1.24K | 0.00% | −6−54.5% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $2.85K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12 | $2.98K | 0.00% | +12 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $3.47K | 0.00% | +6+75.0% | Added |
| GAMMA Investing LLC | 15 | $3.72K | 0.00% | +11+275.0% | Added |
| Parallel Advisors, LLC | 17 | $4.22K | 0.00% | +1+6.3% | Added |
| Private Wealth Management Group, LLC | 18 | $4.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 18 | $4.46K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 19 | $4.71K | 0.00% | +5+35.7% | Added |
| Lindbrook Capital, LLC | 21 | $5.21K | 0.00% | +2+10.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $6.20K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 25 | $6.20K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 28 | $6.94K | 0.00% | +6+27.3% | Added |
| CIBC Private Wealth Group, LLC | 30 | $7.26K | 0.00% | +30 | New |
| Fifth Third Bancorp | 31 | $7.69K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $9.67K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $9.92K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $10.2K | 0.01% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $10.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $11.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 56 | $13.6K | 0.00% | +1+1.8% | Added |
| Carolina Wealth Advisors, LLC | 56 | $13.9K | 0.01% | +56 | New |
| Rise Advisors, LLC | 57 | $14.1K | 0.01% | +57 | New |
| US Bancorp | 68 | $16.9K | 0.00% | +9+15.3% | Added |
| Advisor Group Holdings, Inc. | 80 | $19.8K | 0.00% | −122−60.4% | Reduced |
| CWM, LLC | 88 | $22.0K | 0.00% | +10+12.8% | Added |
| Field & Main Bank | 111 | $27.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 123 | $30.5K | 0.00% | −1,701−93.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 124 | $30.8K | 0.00% | +24+24.0% | Added |
| Hilltop National Bank | 141 | $35.0K | 0.01% | +141 | New |
| Federated Hermes, Inc. | 145 | $36.0K | 0.00% | +145 | New |
| State of Wyoming | 178 | $44.1K | 0.01% | +178 | New |
| Bessemer Group Inc | 229 | $57.0K | 0.00% | +229 | New |
| Signaturefd, LLC | 238 | $59.0K | 0.00% | +17+7.7% | Added |
| KBC Group NV | 245 | $61.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 312 | $77.4K | 0.07% | +269+625.6% | Added |
| Metropolitan Life Insurance Co | 367 | $91.0K | 0.00% | −33−8.3% | Reduced |
| Quadrant Capital Group LLC | 379 | $94.0K | 0.01% | +45+13.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $102.4K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 439 | $108.8K | 0.01% | +439 | New |
| The PNC Financial Services Group, Inc. | 485 | $120.3K | 0.00% | −1−0.2% | Reduced |
| Aquatic Capital Management LLC | 500 | $124.0K | 0.00% | −1,500−75.0% | Reduced |
| DekaBank Deutsche Girozentrale | 584 | $143.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $170.9K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 888 | $201.0K | 0.01% | −70−7.3% | Reduced |
| AXS Investments LLC | 825 | $204.6K | 0.05% | +825 | New |
| Bank of Montreal | 811 | $210.8K | 0.00% | +811 | New |
| Capstone Investment Advisors, LLC | 886 | $219.7K | 0.00% | +886 | New |
| Everence Capital Management Inc | 920 | $228.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 996 | $240.0K | 0.00% | +996 | New |
| HM Payson & Co | 1,000 | $248.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,009 | $250.2K | 0.00% | −51−4.8% | Reduced |
| QRG Capital Management, Inc. | 1,035 | $256.7K | 0.00% | +1+0.1% | Added |
| Toroso Investments, LLC | 1,048 | $259.9K | 0.00% | +90+9.4% | Added |
| Quantbot Technologies LP | 1,059 | $262.6K | 0.01% | −2−0.2% | Reduced |
| Bokf, NA | 1,165 | $281.9K | 0.01% | +1,165 | New |
| Truist Financial Corp | 1,153 | $286.0K | 0.00% | +1+0.1% | Added |
| Mutual of America Capital Management LLC | 1,164 | $288.6K | 0.00% | −18−1.5% | Reduced |
| Handelsbanken Fonder AB | 1,200 | $298.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,227 | $304.3K | 0.04% | +1,227 | New |
| Inceptionr LLC | 1,305 | $323.6K | 0.08% | +1,305 | New |
| Amundi | 1,451 | $325.9K | 0.00% | +559+62.7% | Added |
| Envestnet Asset Management Inc | 1,325 | $328.5K | 0.00% | −290−18.0% | Reduced |
| Verition Fund Management LLC | 1,338 | $331.8K | 0.00% | +1,338 | New |
| ProShare Advisors LLC | 1,377 | $341.5K | 0.00% | +81+6.3% | Added |
| Centiva Capital, LP | 1,453 | $360.3K | 0.02% | +1,453 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,459 | $361.8K | 0.00% | +2+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,560 | $387.0K | 0.04% | +1,560 | New |
| Brevan Howard Capital Management LP | 1,634 | $405.2K | 0.04% | +88+5.7% | Added |
| Integrated Wealth Concepts LLC | 1,638 | $406.2K | 0.01% | +8+0.5% | Added |
| Allianz Asset Management GmbH | 1,700 | $421.6K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,728 | $421.8K | 0.00% | +507+41.5% | Added |
| Sherbrooke Park Advisers LLC | 1,759 | $436.2K | 0.08% | +1,759 | New |
| Squarepoint Ops LLC | 1,793 | $444.6K | 0.00% | −734−29.0% | Reduced |
| Oregon Public Employees Retirement Fund | 1,832 | $454.3K | 0.01% | −145−7.3% | Reduced |
| Susquehanna International Group, LLP | 1,945 | $482.3K | 0.00% | −4,443−69.6% | Reduced |
| Arizona State Retirement System | 1,975 | $489.8K | 0.00% | −53−2.6% | Reduced |
| AdvisorShares Investments LLC | 2,000 | $496.0K | 0.08% | +2,000 | New |
| UniSuper Management Pty Ltd | 2,084 | $516.8K | 0.00% | +2,084 | New |