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 |
|---|---|---|---|---|---|
| Mariner, LLC | 2,789 | $691.7K | 0.00% | +147+5.6% | Added |
| Cetera Investment Advisers | 2,772 | $687.4K | 0.00% | +2,772 | New |
| Wells Fargo & Company | 2,488 | $617.0K | 0.00% | +173+7.5% | Added |
| Petrus Trust Company, LTA | 2,345 | $581.5K | 0.05% | +2,345 | New |
| Allspring Global Investments Holdings, LLC | 2,304 | $571.3K | 0.00% | +786+51.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,286 | $567.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 2,259 | $560.2K | 0.00% | +2,259 | New |
| SEI Investments Co | 2,250 | $558.0K | 0.00% | −2−0.1% | Reduced |
| Capital Investment Advisors, LLC | 2,238 | $555.0K | 0.01% | −96−4.1% | Reduced |
| Cornercap Investment Counsel Inc | 2,215 | $549.3K | 0.08% | +2,215 | New |
| Maryland State Retirement & Pension System | 2,455 | $542.6K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,177 | $540.0K | 0.00% | −342−13.6% | Reduced |
| UniSuper Management Pty Ltd | 2,084 | $516.8K | 0.00% | +2,084 | New |
| AdvisorShares Investments LLC | 2,000 | $496.0K | 0.08% | +2,000 | New |
| Arizona State Retirement System | 1,975 | $489.8K | 0.00% | −53−2.6% | Reduced |
| Susquehanna International Group, LLP | 1,945 | $482.3K | 0.00% | −4,443−69.6% | Reduced |
| Oregon Public Employees Retirement Fund | 1,832 | $454.3K | 0.01% | −145−7.3% | Reduced |
| Squarepoint Ops LLC | 1,793 | $444.6K | 0.00% | −734−29.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,759 | $436.2K | 0.08% | +1,759 | New |
| HSBC Holdings PLC | 1,728 | $421.8K | 0.00% | +507+41.5% | Added |
| Allianz Asset Management GmbH | 1,700 | $421.6K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,638 | $406.2K | 0.01% | +8+0.5% | Added |
| Brevan Howard Capital Management LP | 1,634 | $405.2K | 0.04% | +88+5.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,560 | $387.0K | 0.04% | +1,560 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,459 | $361.8K | 0.00% | +2+0.1% | Added |
| Centiva Capital, LP | 1,453 | $360.3K | 0.02% | +1,453 | New |
| ProShare Advisors LLC | 1,377 | $341.5K | 0.00% | +81+6.3% | Added |
| Verition Fund Management LLC | 1,338 | $331.8K | 0.00% | +1,338 | New |
| Envestnet Asset Management Inc | 1,325 | $328.5K | 0.00% | −290−18.0% | Reduced |
| Amundi | 1,451 | $325.9K | 0.00% | +559+62.7% | Added |
| Inceptionr LLC | 1,305 | $323.6K | 0.08% | +1,305 | New |
| XTX Topco Ltd | 1,227 | $304.3K | 0.04% | +1,227 | New |
| Handelsbanken Fonder AB | 1,200 | $298.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,164 | $288.6K | 0.00% | −18−1.5% | Reduced |
| Truist Financial Corp | 1,153 | $286.0K | 0.00% | +1+0.1% | Added |
| Bokf, NA | 1,165 | $281.9K | 0.01% | +1,165 | New |
| Quantbot Technologies LP | 1,059 | $262.6K | 0.01% | −2−0.2% | Reduced |
| Toroso Investments, LLC | 1,048 | $259.9K | 0.00% | +90+9.4% | Added |
| QRG Capital Management, Inc. | 1,035 | $256.7K | 0.00% | +1+0.1% | Added |
| Atria Wealth Solutions, Inc. | 1,009 | $250.2K | 0.00% | −51−4.8% | Reduced |
| HM Payson & Co | 1,000 | $248.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 996 | $240.0K | 0.00% | +996 | New |
| Everence Capital Management Inc | 920 | $228.0K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 886 | $219.7K | 0.00% | +886 | New |
| Bank of Montreal | 811 | $210.8K | 0.00% | +811 | New |
| AXS Investments LLC | 825 | $204.6K | 0.05% | +825 | New |
| Shell Asset Management Co | 888 | $201.0K | 0.01% | −70−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 689 | $170.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 584 | $143.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $124.0K | 0.00% | −1,500−75.0% | Reduced |
| The PNC Financial Services Group, Inc. | 485 | $120.3K | 0.00% | −1−0.2% | Reduced |
| Point72 (DIFC) Ltd | 439 | $108.8K | 0.01% | +439 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $102.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 379 | $94.0K | 0.01% | +45+13.5% | Added |
| Metropolitan Life Insurance Co | 367 | $91.0K | 0.00% | −33−8.3% | Reduced |
| EntryPoint Capital, LLC | 312 | $77.4K | 0.07% | +269+625.6% | Added |
| KBC Group NV | 245 | $61.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 238 | $59.0K | 0.00% | +17+7.7% | Added |
| Bessemer Group Inc | 229 | $57.0K | 0.00% | +229 | New |
| State of Wyoming | 178 | $44.1K | 0.01% | +178 | New |
| Federated Hermes, Inc. | 145 | $36.0K | 0.00% | +145 | New |
| Hilltop National Bank | 141 | $35.0K | 0.01% | +141 | New |
| Steward Partners Investment Advisory, LLC | 124 | $30.8K | 0.00% | +24+24.0% | Added |
| Tower Research Capital LLC (TRC) | 123 | $30.5K | 0.00% | −1,701−93.3% | Reduced |
| Field & Main Bank | 111 | $27.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 88 | $22.0K | 0.00% | +10+12.8% | Added |
| Advisor Group Holdings, Inc. | 80 | $19.8K | 0.00% | −122−60.4% | Reduced |
| US Bancorp | 68 | $16.9K | 0.00% | +9+15.3% | Added |
| Rise Advisors, LLC | 57 | $14.1K | 0.01% | +57 | New |
| Carolina Wealth Advisors, LLC | 56 | $13.9K | 0.01% | +56 | New |
| Farther Finance Advisors, LLC | 56 | $13.6K | 0.00% | +1+1.8% | Added |
| Hollencrest Capital Management | 48 | $11.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $11.4K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $10.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $10.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $9.92K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $9.67K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31 | $7.69K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 30 | $7.26K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 28 | $6.94K | 0.00% | +6+27.3% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $6.20K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 25 | $6.20K | 0.00% | +25 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $5.21K | 0.00% | +2+10.5% | Added |
| Bell Investment Advisors, Inc | 19 | $4.71K | 0.00% | +5+35.7% | 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 |
| Parallel Advisors, LLC | 17 | $4.22K | 0.00% | +1+6.3% | Added |
| GAMMA Investing LLC | 15 | $3.72K | 0.00% | +11+275.0% | Added |
| Principal Securities, Inc. | 14 | $3.47K | 0.00% | +6+75.0% | Added |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 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 |
| EverSource Wealth Advisors, LLC | 13 | $2.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| 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 |