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 |
|---|---|---|---|---|---|
| Morgan Stanley | 103,676 | $25.7M | 0.00% | +20,312+24.4% | Added |
| WCM Investment Management, LLC | 110,159 | $27.3M | 0.06% | −2,626−2.3% | Reduced |
| Royal Bank of Canada | 121,639 | $30.2M | 0.01% | −7,928−6.1% | Reduced |
| Geode Capital Management, LLC | 148,711 | $36.9M | 0.00% | −3,373−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 151,726 | $37.6M | 0.02% | −252,832−62.5% | Reduced |
| Vulcan Value Partners, LLC | 157,376 | $39.0M | 0.57% | −32,730−17.2% | Reduced |
| Charles Schwab Investment Management Inc | 224,790 | $55.7M | 0.01% | +128,709+134.0% | Added |
| FMR LLC | 226,979 | $56.3M | 0.00% | +7,168+3.3% | Added |
| State Street Corp | 307,979 | $76.4M | 0.00% | +7,663+2.6% | Added |
| Dimensional Fund Advisors LP | 319,674 | $79.3M | 0.02% | +264+0.1% | Added |
| Vanguard Group Inc | 908,340 | $225.3M | 0.00% | −2,967−0.3% | Reduced |
| BlackRock Inc. | 1,087,785 | $269.7M | 0.01% | −21,553−1.9% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −22,828−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −7,729−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −869−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |