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 |
|---|---|---|---|---|---|
| Versor Investments LP | 1,900 | $429.1K | 0.08% | +1,900 | New |
| EntryPoint Capital, LLC | 1,907 | $430.7K | 0.20% | +1,595+511.2% | Added |
| Arizona State Retirement System | 1,985 | $448.3K | 0.00% | +10+0.5% | Added |
| Amalgamated Bank | 2,049 | $463.0K | 0.00% | −128−5.9% | Reduced |
| UniSuper Management Pty Ltd | 2,084 | $470.7K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,150 | $479.3K | 0.01% | +2,150 | New |
| Cornercap Investment Counsel Inc | 2,212 | $499.6K | 0.08% | −3−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,286 | $517.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,334 | $527.0K | 0.04% | +2,334 | New |
| Maryland State Retirement & Pension System | 2,336 | $527.6K | 0.01% | −119−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,377 | $536.8K | 0.00% | +73+3.2% | Added |
| Wells Fargo & Company | 2,409 | $544.1K | 0.00% | −79−3.2% | Reduced |
| SEI Investments Co | 2,424 | $547.6K | 0.00% | +174+7.7% | Added |
| Squarepoint Ops LLC | 2,461 | $555.8K | 0.00% | +668+37.3% | Added |
| Comerica Bank | 2,540 | $573.7K | 0.00% | −321−11.2% | Reduced |
| Yousif Capital Management, LLC | 2,690 | $607.5K | 0.01% | −341−11.3% | Reduced |
| Brevan Howard Capital Management LP | 2,723 | $615.0K | 0.04% | +1,089+66.6% | Added |
| XTX Topco Ltd | 2,753 | $621.8K | 0.05% | +1,526+124.4% | Added |
| Mariner, LLC | 2,852 | $643.9K | 0.00% | +63+2.3% | Added |
| Balyasny Asset Management LLC | 2,931 | $662.0K | 0.00% | +2,931 | New |
| Creative Planning | 2,965 | $669.7K | 0.00% | −273−8.4% | Reduced |
| Cetera Investment Advisers | 3,078 | $695.2K | 0.00% | +306+11.0% | Added |
| Bailard, Inc. | 3,100 | $700.1K | 0.02% | +3,100 | New |
| New York State Common Retirement Fund | 3,128 | $706.5K | 0.00% | −320−9.3% | Reduced |
| Deutsche Bank AG | 3,171 | $716.2K | 0.00% | −272−7.9% | Reduced |
| Janus Henderson Group PLC | 3,236 | $729.4K | 0.00% | −34−1.0% | Reduced |
| Bridgewater Associates, LP | 3,239 | $731.5K | 0.00% | +3,239 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $734.9K | 0.00% | +3,254 | New |
| Louisiana State Employees Retirement System | 3,400 | $767.9K | 0.01% | +100+3.0% | Added |
| Centiva Capital, LP | 3,427 | $774.0K | 0.04% | +1,974+135.9% | Added |
| Manufacturers Life Insurance Company, The | 3,496 | $789.6K | 0.00% | +135+4.0% | Added |
| BNP Paribas Arbitrage, SA | 3,510 | $792.7K | 0.00% | −331−8.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,677 | $812.0K | 0.00% | +3,677 | New |
| Russell Investments Group, Ltd. | 3,603 | $813.7K | 0.00% | −10,315−74.1% | Reduced |
| Vident Advisory, LLC | 3,695 | $834.5K | 0.02% | +878+31.2% | Added |
| Ensign Peak Advisors, Inc | 3,715 | $839.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,717 | $839.5K | 0.00% | +85+2.3% | Added |
| ExodusPoint Capital Management, LP | 3,760 | $849.0K | 0.01% | +3,760 | New |
| MetLife Investment Management | 3,819 | $862.5K | 0.01% | +367+10.6% | Added |
| Exchange Traded Concepts, LLC | 3,841 | $867.5K | 0.02% | +224+6.2% | Added |
| Illinois Municipal Retirement Fund | 3,891 | $878.8K | 0.01% | +207+5.6% | Added |
| Corebridge Financial, Inc. | 3,919 | $885.1K | 0.00% | +3,919 | New |
| State of Alaska, Department of Revenue | 3,934 | $888.0K | 0.01% | −181−4.4% | Reduced |
| Castlekeep Investment Advisors LLC | 4,036 | $911.5K | 0.70% | +706+21.2% | Added |
| Bank of Montreal | 4,165 | $958.9K | 0.00% | +3,354+413.6% | Added |
| Marshall Wace, LLP | 4,498 | $1.02M | 0.00% | −3,815−45.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,510 | $1.02M | 0.01% | −14,300−76.0% | Reduced |
| State of Tennessee, Treasury Department | 4,515 | $1.02M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,631 | $1.05M | 0.00% | −2,988−39.2% | Reduced |
| Chase Investment Counsel Corp | 4,800 | $1.08M | 0.38% | 00.0% | Unchanged |
| Citigroup Inc | 5,302 | $1.20M | 0.00% | −759−12.5% | Reduced |
| D. E. Shaw & Co., Inc. | 5,522 | $1.25M | 0.00% | +639+13.1% | Added |
| Thrivent Financial for Lutherans | 5,562 | $1.26M | 0.00% | −297−5.1% | Reduced |
| Quadrature Capital Ltd | 5,632 | $1.27M | 0.02% | −17,874−76.0% | Reduced |
| Two Sigma Advisers, LP | 5,900 | $1.33M | 0.00% | +2,100+55.3% | Added |
| Voya Investment Management LLC | 6,005 | $1.36M | 0.00% | −44−0.7% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.37M | 0.92% | 00.0% | Unchanged |
| Summit Global Investments | 6,093 | $1.38M | 0.09% | +943+18.3% | Added |
| New York State Teachers Retirement System | 6,159 | $1.39M | 0.00% | −200−3.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,258 | $1.41M | 0.00% | +6,258 | New |
| Empowered Funds, LLC | 6,427 | $1.45M | 0.03% | +360+5.9% | Added |
| California State Teachers Retirement System | 6,893 | $1.56M | 0.00% | −258−3.6% | Reduced |
| Great West Life Assurance Co | 7,124 | $1.61M | 0.00% | +1,052+17.3% | Added |
| Alliancebernstein L.P. | 8,076 | $1.82M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8,287 | $1.87M | 0.25% | +5,359+183.0% | Added |
| UBS Group AG | 8,432 | $1.90M | 0.00% | −439−4.9% | Reduced |
| Martingale Asset Management L P | 8,694 | $1.96M | 0.04% | +3,258+59.9% | Added |
| Cubist Systematic Strategies, LLC | 9,055 | $2.05M | 0.04% | +3,930+76.7% | Added |
| First Trust Advisors LP | 9,485 | $2.14M | 0.00% | −1,279−11.9% | Reduced |
| Renaissance Technologies LLC | 10,029 | $2.27M | 0.00% | −800−7.4% | Reduced |
| Villanova Investment Management Co LLC | 10,320 | $2.33M | 2.47% | +10,320 | New |
| Teacher Retirement System of Texas | 11,179 | $2.52M | 0.01% | −8,091−42.0% | Reduced |
| SG Americas Securities, LLC | 11,306 | $2.55M | 0.02% | +11,306 | New |
| Franklin Resources Inc | 11,362 | $2.57M | 0.00% | +783+7.4% | Added |
| Huber Capital Management LLC | 11,608 | $2.62M | 0.60% | −2,000−14.7% | Reduced |
| Panagora Asset Management Inc | 11,859 | $2.68M | 0.01% | +245+2.1% | Added |
| Prudential Financial Inc | 12,157 | $2.75M | 0.00% | +3,060+33.6% | Added |
| Swiss National Bank | 14,000 | $3.16M | 0.00% | −200−1.4% | Reduced |
| Public Sector Pension Investment Board | 14,733 | $3.33M | 0.02% | +884+6.4% | Added |
| Brandywine Global Investment Management, LLC | 15,699 | $3.55M | 0.03% | −740−4.5% | Reduced |
| Citadel Advisors LLC | 16,273 | $3.68M | 0.00% | +3,916+31.7% | Added |
| Meritage Portfolio Management | 16,402 | $3.70M | 0.23% | −312−1.9% | Reduced |
| Algert Global LLC | 16,659 | $3.76M | 0.13% | +8,288+99.0% | Added |
| Legal & General Group Plc | 18,184 | $4.10M | 0.00% | −233−1.3% | Reduced |
| Gator Capital Management, LLC | 18,325 | $4.14M | 2.10% | −800−4.2% | Reduced |
| UBS Asset Management Americas Inc | 18,630 | $4.21M | 0.00% | +9,075+95.0% | Added |
| Two Sigma Investments, LP | 20,824 | $4.70M | 0.01% | +12,019+136.5% | Added |
| Rhumbline Advisers | 21,941 | $4.96M | 0.00% | −1,366−5.9% | Reduced |
| Invesco Ltd. | 25,008 | $5.65M | 0.00% | +458+1.9% | Added |
| Ameriprise Financial Inc | 25,863 | $5.84M | 0.00% | −1,425−5.2% | Reduced |
| Bank of America Corp | 26,343 | $5.95M | 0.00% | +17,387+194.1% | Added |
| AWH Capital, L.P. | 27,500 | $6.21M | 6.41% | 00.0% | Unchanged |
| Millennium Management LLC | 28,113 | $6.35M | 0.01% | +3,589+14.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 30,000 | $6.78M | 0.33% | +30,000 | New |
| Principal Financial Group Inc | 37,871 | $8.55M | 0.01% | −992−2.6% | Reduced |
| Man Group plc | 38,058 | $8.60M | 0.02% | +6,364+20.1% | Added |
| Bridgeway Capital Management, LLC | 43,115 | $9.74M | 0.23% | −3,140−6.8% | Reduced |
| Goldman Sachs Group Inc | 44,348 | $10.0M | 0.00% | +7,023+18.8% | Added |
| Qube Research & Technologies Ltd | 44,588 | $10.1M | 0.02% | −3,567−7.4% | Reduced |
| AQR Capital Management LLC | 50,952 | $11.5M | 0.02% | +22,344+78.1% | Added |