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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.

Q2 2024 vs. Q1 2024

How the institutions holding Virtus Investment Partners, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of VRTS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2122224+14
Shares5.75M11.3K5.76M+27.9K (+0.5%)
Value$1.42B$2.78M$1.30B−$125.0M (−8.8%)

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (39)

Institutions that held Virtus Investment Partners, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to VRTS in Q2 2024
InstitutionSharesValue% of portfolio
Glenmede Trust Co NA59,468$13.4M0.07%
Lombard Odier Asset Management (Europe) Ltd30,000$6.78M0.33%
SG Americas Securities, LLC11,306$2.55M0.02%
Villanova Investment Management Co LLC10,320$2.33M2.47%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main6,258$1.41M0.00%
Corebridge Financial, Inc.3,919$885.1K0.00%
ExodusPoint Capital Management, LP3,760$849.0K0.01%
Mirae Asset Global Investments Co., Ltd.3,677$812.0K0.00%
Mirae Asset Global ETFs Holdings Ltd.3,254$734.9K0.00%
Bridgewater Associates, LP3,239$731.5K0.00%
Bailard, Inc.3,100$700.1K0.02%
Balyasny Asset Management LLC2,931$662.0K0.00%
Gsa Capital Partners LLP2,334$527.0K0.04%
RSM US Wealth Management LLC2,150$479.3K0.01%
Versor Investments LP1,900$429.1K0.08%
Jump Financial, LLC1,800$406.5K0.01%
Nebula Research & Development LLC1,609$363.4K0.06%
Voloridge Investment Management, LLC1,576$355.9K0.00%
Y-Intercept (Hong Kong) Ltd1,395$315.1K0.02%
Mackenzie Financial Corp1,278$288.6K0.00%
Connor, Clark & Lunn Investment Management Ltd.1,212$273.7K0.00%
Lazard Asset Management LLC1,068$240.0K0.00%
Savant Capital, LLC1,033$233.3K0.00%
LPL Financial LLC1,033$233.2K0.00%
Intech Investment Management LLC891$201.2K0.00%
ORG Partners LLC18,115$197.8K0.02%
Picton Mahoney Asset Management727$164.0K0.01%
Point72 Asia (Singapore) Pte. Ltd.187$42.2K0.01%
SRS Capital Advisors, Inc.49$11.1K0.00%
Smartleaf Asset Management LLC35$7.73K0.00%
Planning Capital Management Corp28$6.32K0.00%
Quarry LP26$5.87K0.00%
First Horizon Advisors, Inc.10$2.26K0.00%
First Pacific Financial9$2.03K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.9$2.03K0.00%
Annis Gardner Whiting Capital Advisors, LLC7$1.58K0.00%
J.Safra Asset Management Corp5$1.13K0.00%
Larson Financial Group LLC2$4520.00%
Private Trust Co NA1$2260.00%

Sold out (25)

Institutions that held Virtus Investment Partners, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Not filed for Q2 2024 yet (2)

Institutions that held Virtus Investment Partners, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG10,410$2.58M
Shell Asset Management Co888$201.0K