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 $861.9M in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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
- 223
- +13 vs. Q1 2024
- Shares held
- 5.75M
- +9.80K (+0.2%) vs. Q1 2024
- Total value
- $1.30B
- −$125.2M (−8.8%) vs. Q1 2024
- New holders
- 38
- 71 more added
- Sold out
- 25
- 72 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | $861.9M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.9M |
| Q3 2025 | 229 | $1.10B |
| Q2 2025 | 243 | $1.03B |
| Q1 2025 | 236 | $972.6M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.21B |
| Q2 2024 | 223 | $1.33B |
| Q1 2024 | 212 | $1.50B |
| Q4 2023 | 188 | $1.43B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.20B |
| Q4 2022 | 178 | $1.16B |
| Q3 2022 | 176 | $956.9M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.51B |
| Q4 2021 | 200 | $1.99B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,056,654 | $238.6M | 0.01% | −31,131−2.9% | Reduced |
| Vanguard Group Inc | 899,104 | $203.1M | 0.00% | −9,236−1.0% | Reduced |
| Dimensional Fund Advisors LP | 328,067 | $74.1M | 0.02% | +8,393+2.6% | Added |
| State Street Corp | 309,561 | $69.9M | 0.00% | +1,582+0.5% | Added |
| Charles Schwab Investment Management Inc | 238,950 | $54.0M | 0.01% | +14,160+6.3% | Added |
| FMR LLC | 203,430 | $45.9M | 0.00% | −23,549−10.4% | Reduced |
| Geode Capital Management, LLC | 150,507 | $34.0M | 0.00% | +1,796+1.2% | Added |
| JPMorgan Chase & Co | 141,735 | $32.0M | 0.00% | +38,880+37.8% | Added |
| Vulcan Value Partners, LLC | 128,890 | $29.1M | 0.44% | −28,486−18.1% | Reduced |
| Royal Bank of Canada | 118,444 | $26.8M | 0.01% | −3,195−2.6% | Reduced |
| WCM Investment Management, LLC | 109,533 | $24.2M | 0.06% | −626−0.6% | Reduced |
| Basswood Capital Management, L.L.C. | 98,236 | $22.2M | 1.44% | +39,136+66.2% | Added |
| Victory Capital Management Inc | 97,679 | $22.1M | 0.02% | −1,294−1.3% | Reduced |
| Bank of New York Mellon Corp | 96,907 | $21.9M | 0.00% | +222+0.2% | Added |
| Morgan Stanley | 96,330 | $21.8M | 0.00% | −7,346−7.1% | Reduced |
| Northern Trust Corp | 96,005 | $21.7M | 0.00% | +3,122+3.4% | Added |
| Brown Advisory Inc | 86,726 | $19.6M | 0.03% | −424−0.5% | Reduced |
| Price T Rowe Associates Inc | 82,261 | $18.6M | 0.00% | +2,019+2.5% | Added |
| Fisher Asset Management, LLC | 67,736 | $15.3M | 0.01% | +3,585+5.6% | Added |
| American Century Companies Inc | 60,680 | $13.7M | 0.01% | −1,568−2.5% | Reduced |
| Norges Bank | 60,283 | $13.6M | 0.00% | +14,001+30.3% | Added |
| Nuveen Asset Management, LLC | 59,994 | $13.5M | 0.00% | +395+0.7% | Added |
| Glenmede Trust Co NA | 59,468 | $13.4M | 0.07% | +59,468 | New |
| Hotchkis & Wiley Capital Management LLC | 53,220 | $12.0M | 0.04% | +2,790+5.5% | Added |
| AQR Capital Management LLC | 50,952 | $11.5M | 0.02% | +22,344+78.1% | Added |
| Qube Research & Technologies Ltd | 44,588 | $10.1M | 0.02% | −3,567−7.4% | Reduced |
| Goldman Sachs Group Inc | 44,348 | $10.0M | 0.00% | +7,023+18.8% | Added |
| Bridgeway Capital Management, LLC | 43,115 | $9.74M | 0.23% | −3,140−6.8% | Reduced |
| Man Group plc | 38,058 | $8.60M | 0.02% | +6,364+20.1% | Added |
| Principal Financial Group Inc | 37,871 | $8.55M | 0.01% | −992−2.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 30,000 | $6.78M | 0.33% | +30,000 | New |
| Millennium Management LLC | 28,113 | $6.35M | 0.01% | +3,589+14.6% | Added |
| AWH Capital, L.P. | 27,500 | $6.21M | 6.41% | 00.0% | Unchanged |
| Bank of America Corp | 26,343 | $5.95M | 0.00% | +17,387+194.1% | Added |
| Ameriprise Financial Inc | 25,863 | $5.84M | 0.00% | −1,425−5.2% | Reduced |
| Invesco Ltd. | 25,008 | $5.65M | 0.00% | +458+1.9% | Added |
| Rhumbline Advisers | 21,941 | $4.96M | 0.00% | −1,366−5.9% | Reduced |
| Two Sigma Investments, LP | 20,824 | $4.70M | 0.01% | +12,019+136.5% | Added |
| UBS Asset Management Americas Inc | 18,630 | $4.21M | 0.00% | +9,075+95.0% | Added |
| Gator Capital Management, LLC | 18,325 | $4.14M | 2.10% | −800−4.2% | Reduced |
| Legal & General Group Plc | 18,184 | $4.10M | 0.00% | −233−1.3% | Reduced |
| Algert Global LLC | 16,659 | $3.76M | 0.13% | +8,288+99.0% | Added |
| Meritage Portfolio Management | 16,402 | $3.70M | 0.23% | −312−1.9% | Reduced |
| Citadel Advisors LLC | 16,273 | $3.68M | 0.00% | +3,916+31.7% | Added |
| Brandywine Global Investment Management, LLC | 15,699 | $3.55M | 0.03% | −740−4.5% | Reduced |
| Public Sector Pension Investment Board | 14,733 | $3.33M | 0.02% | +884+6.4% | Added |
| Swiss National Bank | 14,000 | $3.16M | 0.00% | −200−1.4% | Reduced |
| Prudential Financial Inc | 12,157 | $2.75M | 0.00% | +3,060+33.6% | Added |
| Panagora Asset Management Inc | 11,859 | $2.68M | 0.01% | +245+2.1% | Added |
| Huber Capital Management LLC | 11,608 | $2.62M | 0.60% | −2,000−14.7% | Reduced |
| Franklin Resources Inc | 11,362 | $2.57M | 0.00% | +783+7.4% | Added |
| SG Americas Securities, LLC | 11,306 | $2.55M | 0.02% | +11,306 | New |
| Teacher Retirement System of Texas | 11,179 | $2.52M | 0.01% | −8,091−42.0% | Reduced |
| Villanova Investment Management Co LLC | 10,320 | $2.33M | 2.47% | +10,320 | New |
| Renaissance Technologies LLC | 10,029 | $2.27M | 0.00% | −800−7.4% | Reduced |
| First Trust Advisors LP | 9,485 | $2.14M | 0.00% | −1,279−11.9% | Reduced |
| Cubist Systematic Strategies, LLC | 9,055 | $2.05M | 0.04% | +3,930+76.7% | Added |
| Martingale Asset Management L P | 8,694 | $1.96M | 0.04% | +3,258+59.9% | Added |
| UBS Group AG | 8,432 | $1.90M | 0.00% | −439−4.9% | Reduced |
| Quest Partners LLC | 8,287 | $1.87M | 0.25% | +5,359+183.0% | Added |
| Alliancebernstein L.P. | 8,076 | $1.82M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 7,124 | $1.61M | 0.00% | +1,052+17.3% | Added |
| California State Teachers Retirement System | 6,893 | $1.56M | 0.00% | −258−3.6% | Reduced |
| Empowered Funds, LLC | 6,427 | $1.45M | 0.03% | +360+5.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,258 | $1.41M | 0.00% | +6,258 | New |
| New York State Teachers Retirement System | 6,159 | $1.39M | 0.00% | −200−3.1% | Reduced |
| Summit Global Investments | 6,093 | $1.38M | 0.09% | +943+18.3% | Added |
| Santa Monica Partners LP | 6,076 | $1.37M | 0.92% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,005 | $1.36M | 0.00% | −44−0.7% | Reduced |
| Two Sigma Advisers, LP | 5,900 | $1.33M | 0.00% | +2,100+55.3% | Added |
| Quadrature Capital Ltd | 5,632 | $1.27M | 0.02% | −17,874−76.0% | Reduced |
| Thrivent Financial for Lutherans | 5,562 | $1.26M | 0.00% | −297−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 5,522 | $1.25M | 0.00% | +639+13.1% | Added |
| Citigroup Inc | 5,302 | $1.20M | 0.00% | −759−12.5% | Reduced |
| Chase Investment Counsel Corp | 4,800 | $1.08M | 0.38% | 00.0% | Unchanged |
| Barclays PLC | 4,631 | $1.05M | 0.00% | −2,988−39.2% | Reduced |
| State of Tennessee, Treasury Department | 4,515 | $1.02M | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,510 | $1.02M | 0.01% | −14,300−76.0% | Reduced |
| Marshall Wace, LLP | 4,498 | $1.02M | 0.00% | −3,815−45.9% | Reduced |
| Bank of Montreal | 4,165 | $958.9K | 0.00% | +3,354+413.6% | Added |
| Castlekeep Investment Advisors LLC | 4,036 | $911.5K | 0.70% | +706+21.2% | Added |
| State of Alaska, Department of Revenue | 3,934 | $888.0K | 0.01% | −181−4.4% | Reduced |
| Corebridge Financial, Inc. | 3,919 | $885.1K | 0.00% | +3,919 | New |
| Illinois Municipal Retirement Fund | 3,891 | $878.8K | 0.01% | +207+5.6% | Added |
| Exchange Traded Concepts, LLC | 3,841 | $867.5K | 0.02% | +224+6.2% | Added |
| MetLife Investment Management | 3,819 | $862.5K | 0.01% | +367+10.6% | Added |
| ExodusPoint Capital Management, LP | 3,760 | $849.0K | 0.01% | +3,760 | New |
| Los Angeles Capital Management LLC | 3,717 | $839.5K | 0.00% | +85+2.3% | Added |
| Ensign Peak Advisors, Inc | 3,715 | $839.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,695 | $834.5K | 0.02% | +878+31.2% | Added |
| Russell Investments Group, Ltd. | 3,603 | $813.7K | 0.00% | −10,315−74.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,677 | $812.0K | 0.00% | +3,677 | New |
| BNP Paribas Arbitrage, SA | 3,510 | $792.7K | 0.00% | −331−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,496 | $789.6K | 0.00% | +135+4.0% | Added |
| Centiva Capital, LP | 3,427 | $774.0K | 0.04% | +1,974+135.9% | Added |
| Louisiana State Employees Retirement System | 3,400 | $767.9K | 0.01% | +100+3.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $734.9K | 0.00% | +3,254 | New |
| Bridgewater Associates, LP | 3,239 | $731.5K | 0.00% | +3,239 | New |
| Janus Henderson Group PLC | 3,236 | $729.4K | 0.00% | −34−1.0% | Reduced |
| Deutsche Bank AG | 3,171 | $716.2K | 0.00% | −272−7.9% | Reduced |