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 |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 53,220 | $12.0M | 0.04% | +2,790+5.5% | Added |
| Glenmede Trust Co NA | 59,468 | $13.4M | 0.07% | +59,468 | New |
| Nuveen Asset Management, LLC | 59,994 | $13.5M | 0.00% | +395+0.7% | Added |
| Norges Bank | 60,283 | $13.6M | 0.00% | +14,001+30.3% | Added |
| American Century Companies Inc | 60,680 | $13.7M | 0.01% | −1,568−2.5% | Reduced |
| Fisher Asset Management, LLC | 67,736 | $15.3M | 0.01% | +3,585+5.6% | Added |
| Price T Rowe Associates Inc | 82,261 | $18.6M | 0.00% | +2,019+2.5% | Added |
| Brown Advisory Inc | 86,726 | $19.6M | 0.03% | −424−0.5% | Reduced |
| Northern Trust Corp | 96,005 | $21.7M | 0.00% | +3,122+3.4% | Added |
| Morgan Stanley | 96,330 | $21.8M | 0.00% | −7,346−7.1% | Reduced |
| Bank of New York Mellon Corp | 96,907 | $21.9M | 0.00% | +222+0.2% | Added |
| Victory Capital Management Inc | 97,679 | $22.1M | 0.02% | −1,294−1.3% | Reduced |
| Basswood Capital Management, L.L.C. | 98,236 | $22.2M | 1.44% | +39,136+66.2% | Added |
| WCM Investment Management, LLC | 109,533 | $24.2M | 0.06% | −626−0.6% | Reduced |
| Royal Bank of Canada | 118,444 | $26.8M | 0.01% | −3,195−2.6% | Reduced |
| Vulcan Value Partners, LLC | 128,890 | $29.1M | 0.44% | −28,486−18.1% | Reduced |
| JPMorgan Chase & Co | 141,735 | $32.0M | 0.00% | +38,880+37.8% | Added |
| Geode Capital Management, LLC | 150,507 | $34.0M | 0.00% | +1,796+1.2% | Added |
| FMR LLC | 203,430 | $45.9M | 0.00% | −23,549−10.4% | Reduced |
| Charles Schwab Investment Management Inc | 238,950 | $54.0M | 0.01% | +14,160+6.3% | Added |
| State Street Corp | 309,561 | $69.9M | 0.00% | +1,582+0.5% | Added |
| Dimensional Fund Advisors LP | 328,067 | $74.1M | 0.02% | +8,393+2.6% | Added |
| Vanguard Group Inc | 899,104 | $203.1M | 0.00% | −9,236−1.0% | Reduced |
| BlackRock Inc. | 1,056,654 | $238.6M | 0.01% | −31,131−2.9% | Reduced |
| Covestor Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −151,726−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −5,911−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,560−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |