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, 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
- 224
- +14 vs. Q1 2024
- Shares held
- 5.76M
- +27.9K (+0.5%) vs. Q1 2024
- Total value
- $1.30B
- −$125.0M (−8.8%) vs. Q1 2024
- New holders
- 39
- 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 | $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, 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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $226 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $452 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 2 | $452 | 0.00% | +1+100.0% | Added |
| Larson Financial Group LLC | 2 | $452 | 0.00% | +2 | New |
| Farmers & Merchants Investments Inc | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $1.13K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.58K | 0.00% | +7 | New |
| Allworth Financial LP | 8 | $1.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $2.03K | 0.00% | +9 | New |
| First Pacific Financial | 9 | $2.03K | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 10 | $2.26K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $2.94K | 0.00% | −1−7.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $3.16K | 0.00% | −4−22.2% | Reduced |
| Bell Investment Advisors, Inc | 15 | $3.39K | 0.00% | −4−21.1% | Reduced |
| Private Wealth Management Group, LLC | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $4.75K | 0.00% | +8+61.5% | Added |
| Massmutual Trust Co FSB | 22 | $4.97K | 0.00% | −6−21.4% | Reduced |
| Parallel Advisors, LLC | 23 | $5.20K | 0.00% | +6+35.3% | Added |
| GAMMA Investing LLC | 23 | $5.20K | 0.00% | +8+53.3% | Added |
| Hillsdale Investment Management Inc. | 25 | $5.65K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $5.65K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $5.87K | 0.00% | +26 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 28 | $6.32K | 0.00% | +28 | New |
| Northwestern Mutual Wealth Management Co | 30 | $6.78K | 0.00% | −10−25.0% | Reduced |
| Smartleaf Asset Management LLC | 35 | $7.73K | 0.00% | +35 | New |
| Lindbrook Capital, LLC | 36 | $8.13K | 0.00% | +15+71.4% | Added |
| Fifth Third Bancorp | 38 | $8.58K | 0.00% | +7+22.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.81K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $9.26K | 0.02% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $9.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $11.0K | 0.00% | −179−78.2% | Reduced |
| SRS Capital Advisors, Inc. | 49 | $11.1K | 0.00% | +49 | New |
| Farther Finance Advisors, LLC | 56 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 57 | $13.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 59 | $13.3K | 0.00% | −9−13.2% | Reduced |
| Field & Main Bank | 111 | $25.1K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 116 | $26.2K | 0.00% | +36+45.0% | Added |
| Steward Partners Investment Advisory, LLC | 124 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 141 | $31.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 144 | $32.5K | 0.00% | −1−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 133 | $33.0K | 0.00% | +131+6,550.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 187 | $42.2K | 0.01% | +187 | New |
| KBC Group NV | 245 | $55.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 258 | $58.3K | 0.00% | +20+8.4% | Added |
| Quadrant Capital Group LLC | 363 | $82.0K | 0.01% | −16−4.2% | Reduced |
| CWM, LLC | 382 | $86.0K | 0.00% | +294+334.1% | Added |
| Point72 (DIFC) Ltd | 388 | $87.6K | 0.01% | −51−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $93.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 478 | $108.0K | 0.00% | −7−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 584 | $129.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $155.6K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 700 | $158.1K | 0.01% | +200+40.0% | Added |
| Quantbot Technologies LP | 719 | $162.4K | 0.01% | −340−32.1% | Reduced |
| Picton Mahoney Asset Management | 727 | $164.0K | 0.01% | +727 | New |
| ORG Partners LLC | 18,115 | $197.8K | 0.02% | +18,115 | New |
| Intech Investment Management LLC | 891 | $201.2K | 0.00% | +891 | New |
| Everence Capital Management Inc | 920 | $202.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 952 | $218.0K | 0.00% | −44−4.4% | Reduced |
| HM Payson & Co | 1,000 | $225.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,033 | $233.2K | 0.00% | +1,033 | New |
| Savant Capital, LLC | 1,033 | $233.3K | 0.00% | +1,033 | New |
| QRG Capital Management, Inc. | 1,049 | $237.0K | 0.00% | +14+1.4% | Added |
| ProShare Advisors LLC | 1,050 | $237.1K | 0.00% | −327−23.7% | Reduced |
| Lazard Asset Management LLC | 1,068 | $240.0K | 0.00% | +1,068 | New |
| Atria Wealth Solutions, Inc. | 1,093 | $246.9K | 0.00% | +84+8.3% | Added |
| Mutual of America Capital Management LLC | 1,102 | $248.9K | 0.00% | −62−5.3% | Reduced |
| Petrus Trust Company, LTA | 1,103 | $249.1K | 0.02% | −1,242−53.0% | Reduced |
| Verition Fund Management LLC | 1,156 | $261.1K | 0.00% | −182−13.6% | Reduced |
| Truist Financial Corp | 1,191 | $269.0K | 0.00% | +38+3.3% | Added |
| Handelsbanken Fonder AB | 1,200 | $271.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,212 | $273.7K | 0.00% | +1,212 | New |
| Tower Research Capital LLC (TRC) | 1,229 | $277.6K | 0.00% | +1,106+899.2% | Added |
| State of Wisconsin Investment Board | 1,237 | $279.4K | 0.00% | −1,022−45.2% | Reduced |
| Amundi | 1,255 | $284.2K | 0.00% | −196−13.5% | Reduced |
| Mackenzie Financial Corp | 1,278 | $288.6K | 0.00% | +1,278 | New |
| Jane Street Group, LLC | 1,332 | $300.8K | 0.00% | −1,563−54.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,395 | $315.1K | 0.02% | +1,395 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,444 | $326.1K | 0.00% | −15−1.0% | Reduced |
| Voloridge Investment Management, LLC | 1,576 | $355.9K | 0.00% | +1,576 | New |
| Nebula Research & Development LLC | 1,609 | $363.4K | 0.06% | +1,609 | New |
| Oregon Public Employees Retirement Fund | 1,629 | $367.9K | 0.01% | −203−11.1% | Reduced |
| Engineers Gate Manager LP | 1,634 | $369.0K | 0.01% | −1,359−45.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,638 | $369.9K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 1,700 | $383.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,800 | $406.5K | 0.01% | +1,800 | New |
| HSBC Holdings PLC | 1,852 | $411.6K | 0.00% | +124+7.2% | Added |
| Capital Investment Advisors, LLC | 1,847 | $417.2K | 0.01% | −391−17.5% | Reduced |
| Susquehanna International Group, LLP | 1,861 | $420.3K | 0.00% | −84−4.3% | Reduced |