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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 2,177 | $540.0K | 0.00% | −342−13.6% | Reduced |
| Maryland State Retirement & Pension System | 2,455 | $542.6K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,215 | $549.3K | 0.08% | +2,215 | New |
| Capital Investment Advisors, LLC | 2,238 | $555.0K | 0.01% | −96−4.1% | Reduced |
| SEI Investments Co | 2,250 | $558.0K | 0.00% | −2−0.1% | Reduced |
| State of Wisconsin Investment Board | 2,259 | $560.2K | 0.00% | +2,259 | New |
| Teachers Retirement System of the State of Kentucky | 2,286 | $567.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,304 | $571.3K | 0.00% | +786+51.8% | Added |
| Petrus Trust Company, LTA | 2,345 | $581.5K | 0.05% | +2,345 | New |
| Wells Fargo & Company | 2,488 | $617.0K | 0.00% | +173+7.5% | Added |
| Cetera Investment Advisers | 2,772 | $687.4K | 0.00% | +2,772 | New |
| Mariner, LLC | 2,789 | $691.7K | 0.00% | +147+5.6% | Added |
| Vident Advisory, LLC | 2,817 | $698.6K | 0.01% | +255+10.0% | Added |
| Comerica Bank | 2,861 | $709.4K | 0.00% | −326−10.2% | Reduced |
| Jane Street Group, LLC | 2,895 | $717.9K | 0.00% | −655−18.5% | Reduced |
| Quest Partners LLC | 2,928 | $726.1K | 0.13% | −2,507−46.1% | Reduced |
| Engineers Gate Manager LP | 2,993 | $742.2K | 0.02% | +2,993 | New |
| Yousif Capital Management, LLC | 3,031 | $751.6K | 0.01% | −330−9.8% | Reduced |
| Creative Planning | 3,238 | $803.0K | 0.00% | +1,297+66.8% | Added |
| Janus Henderson Group PLC | 3,270 | $809.7K | 0.00% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 3,300 | $818.3K | 0.02% | −100−2.9% | Reduced |
| Castlekeep Investment Advisors LLC | 3,330 | $825.8K | 0.59% | −1,413−29.8% | Reduced |
| Manufacturers Life Insurance Company, The | 3,361 | $833.5K | 0.00% | −25−0.7% | Reduced |
| Deutsche Bank AG | 3,443 | $853.8K | 0.00% | −7,204−67.7% | Reduced |
| New York State Common Retirement Fund | 3,448 | $855.0K | 0.00% | −1,502−30.3% | Reduced |
| MetLife Investment Management | 3,452 | $856.0K | 0.01% | −175−4.8% | Reduced |
| Exchange Traded Concepts, LLC | 3,617 | $896.9K | 0.02% | +3,617 | New |
| Los Angeles Capital Management LLC | 3,632 | $900.7K | 0.00% | +3,632 | New |
| American International Group, Inc. | 3,682 | $913.1K | 0.00% | −83−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 3,684 | $914.0K | 0.01% | −256−6.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,715 | $921.2K | 0.00% | −187−4.8% | Reduced |
| Two Sigma Advisers, LP | 3,800 | $942.3K | 0.00% | +500+15.2% | Added |
| BNP Paribas Arbitrage, SA | 3,841 | $952.5K | 0.00% | +1,432+59.4% | Added |
| Arrowstreet Capital, Limited Partnership | 3,895 | $966.0K | 0.00% | +1,915+96.7% | Added |
| State of Alaska, Department of Revenue | 4,115 | $1.02M | 0.01% | −40−1.0% | Reduced |
| State of Tennessee, Treasury Department | 4,515 | $1.12M | 0.00% | −452−9.1% | Reduced |
| Chase Investment Counsel Corp | 4,800 | $1.19M | 0.44% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,883 | $1.21M | 0.00% | +4,883 | New |
| Cubist Systematic Strategies, LLC | 5,125 | $1.27M | 0.01% | +1,817+54.9% | Added |
| Summit Global Investments | 5,150 | $1.28M | 0.09% | −1,113−17.8% | Reduced |
| Martingale Asset Management L P | 5,436 | $1.35M | 0.03% | +5,436 | New |
| Thrivent Financial for Lutherans | 5,859 | $1.45M | 0.00% | −159−2.6% | Reduced |
| Texas Permanent School Fund | 5,911 | $1.47M | 0.01% | +76+1.3% | Added |
| Voya Investment Management LLC | 6,049 | $1.50M | 0.00% | −520−7.9% | Reduced |
| Citigroup Inc | 6,061 | $1.50M | 0.00% | +1,905+45.8% | Added |
| Great West Life Assurance Co | 6,072 | $1.50M | 0.00% | +292+5.1% | Added |
| Empowered Funds, LLC | 6,067 | $1.50M | 0.03% | −11,469−65.4% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.51M | 1.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,359 | $1.58M | 0.00% | +4+0.1% | Added |
| California State Teachers Retirement System | 7,151 | $1.77M | 0.00% | −453−6.0% | Reduced |
| Barclays PLC | 7,619 | $1.89M | 0.00% | −5,199−40.6% | Reduced |
| Alliancebernstein L.P. | 8,076 | $2.00M | 0.00% | −810−9.1% | Reduced |
| Marshall Wace, LLP | 8,313 | $2.06M | 0.00% | +8,313 | New |
| Algert Global LLC | 8,371 | $2.08M | 0.08% | −568−6.4% | Reduced |
| Two Sigma Investments, LP | 8,805 | $2.18M | 0.01% | −2,035−18.8% | Reduced |
| UBS Group AG | 8,871 | $2.20M | 0.00% | +3,343+60.5% | Added |
| Bank of America Corp | 8,956 | $2.22M | 0.00% | −8,726−49.3% | Reduced |
| Prudential Financial Inc | 9,097 | $2.26M | 0.00% | +195+2.2% | Added |
| UBS Asset Management Americas Inc | 9,555 | $2.37M | 0.00% | +1,036+12.2% | Added |
| Credit Suisse AG | 10,410 | $2.58M | 0.00% | +195+1.9% | Added |
| Franklin Resources Inc | 10,579 | $2.62M | 0.00% | +7,815+282.7% | Added |
| First Trust Advisors LP | 10,764 | $2.67M | 0.00% | +826+8.3% | Added |
| Renaissance Technologies LLC | 10,829 | $2.69M | 0.00% | +10,829 | New |
| Panagora Asset Management Inc | 11,614 | $2.88M | 0.02% | −1,207−9.4% | Reduced |
| Citadel Advisors LLC | 12,357 | $3.06M | 0.00% | +8,323+206.3% | Added |
| Huber Capital Management LLC | 13,608 | $3.37M | 0.76% | +1,110+8.9% | Added |
| Public Sector Pension Investment Board | 13,849 | $3.43M | 0.02% | −170−1.2% | Reduced |
| Russell Investments Group, Ltd. | 13,918 | $3.45M | 0.01% | +6,213+80.6% | Added |
| Swiss National Bank | 14,200 | $3.52M | 0.00% | −100−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 16,439 | $4.08M | 0.03% | −110−0.7% | Reduced |
| Meritage Portfolio Management | 16,714 | $4.14M | 0.26% | +16,714 | New |
| Legal & General Group Plc | 18,417 | $4.56M | 0.00% | +11+0.1% | Added |
| Nisa Investment Advisors, LLC | 18,810 | $4.66M | 0.03% | +18,800+188,000.0% | Added |
| Gator Capital Management, LLC | 19,125 | $4.74M | 2.53% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 19,270 | $4.78M | 0.03% | +15,278+382.7% | Added |
| Rhumbline Advisers | 23,307 | $5.78M | 0.01% | −108−0.5% | Reduced |
| Quadrature Capital Ltd | 23,506 | $5.83M | 0.10% | +10,461+80.2% | Added |
| Millennium Management LLC | 24,524 | $6.08M | 0.01% | +18,745+324.4% | Added |
| Invesco Ltd. | 24,550 | $6.09M | 0.00% | −1,409−5.4% | Reduced |
| Ameriprise Financial Inc | 27,288 | $6.77M | 0.00% | −799−2.8% | Reduced |
| AWH Capital, L.P. | 27,500 | $6.82M | 6.28% | +101+0.4% | Added |
| AQR Capital Management LLC | 28,608 | $7.09M | 0.01% | +3,861+15.6% | Added |
| Man Group plc | 31,694 | $7.86M | 0.02% | +1,676+5.6% | Added |
| Goldman Sachs Group Inc | 37,325 | $9.26M | 0.00% | +19,491+109.3% | Added |
| Principal Financial Group Inc | 38,863 | $9.64M | 0.01% | −1,834−4.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 40,000 | $9.92M | 0.70% | −5,000−11.1% | Reduced |
| Bridgeway Capital Management, LLC | 46,255 | $11.5M | 0.23% | +1,181+2.6% | Added |
| Norges Bank | 46,282 | $11.5M | 0.00% | −14,312−23.6% | Reduced |
| Qube Research & Technologies Ltd | 48,155 | $11.9M | 0.02% | +40,880+561.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 50,430 | $12.5M | 0.04% | −3,830−7.1% | Reduced |
| Basswood Capital Management, L.L.C. | 59,100 | $14.7M | 0.86% | +27,480+86.9% | Added |
| Nuveen Asset Management, LLC | 59,599 | $14.8M | 0.00% | +376+0.6% | Added |
| American Century Companies Inc | 62,248 | $15.4M | 0.01% | +1,811+3.0% | Added |
| Fisher Asset Management, LLC | 64,151 | $15.9M | 0.01% | −5,868−8.4% | Reduced |
| Price T Rowe Associates Inc | 80,242 | $19.9M | 0.00% | −1,613−2.0% | Reduced |
| Brown Advisory Inc | 87,150 | $21.6M | 0.03% | +1,418+1.7% | Added |
| Northern Trust Corp | 92,883 | $23.0M | 0.00% | −3,471−3.6% | Reduced |
| Bank of New York Mellon Corp | 96,685 | $24.0M | 0.00% | −2,559−2.6% | Reduced |
| Victory Capital Management Inc | 98,973 | $24.5M | 0.02% | −4,958−4.8% | Reduced |
| JPMorgan Chase & Co | 102,855 | $25.5M | 0.00% | +18,528+22.0% | Added |