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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 3,128 | $706.5K | 0.00% | −320−9.3% | Reduced |
| Bailard, Inc. | 3,100 | $700.1K | 0.02% | +3,100 | New |
| Cetera Investment Advisers | 3,078 | $695.2K | 0.00% | +306+11.0% | Added |
| Creative Planning | 2,965 | $669.7K | 0.00% | −273−8.4% | Reduced |
| Balyasny Asset Management LLC | 2,931 | $662.0K | 0.00% | +2,931 | New |
| Mariner, LLC | 2,852 | $643.9K | 0.00% | +63+2.3% | Added |
| XTX Topco Ltd | 2,753 | $621.8K | 0.05% | +1,526+124.4% | Added |
| Brevan Howard Capital Management LP | 2,723 | $615.0K | 0.04% | +1,089+66.6% | Added |
| Yousif Capital Management, LLC | 2,690 | $607.5K | 0.01% | −341−11.3% | Reduced |
| Comerica Bank | 2,540 | $573.7K | 0.00% | −321−11.2% | Reduced |
| Squarepoint Ops LLC | 2,461 | $555.8K | 0.00% | +668+37.3% | Added |
| SEI Investments Co | 2,424 | $547.6K | 0.00% | +174+7.7% | Added |
| Wells Fargo & Company | 2,409 | $544.1K | 0.00% | −79−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,377 | $536.8K | 0.00% | +73+3.2% | Added |
| Maryland State Retirement & Pension System | 2,336 | $527.6K | 0.01% | −119−4.8% | Reduced |
| Gsa Capital Partners LLP | 2,334 | $527.0K | 0.04% | +2,334 | New |
| Teachers Retirement System of the State of Kentucky | 2,286 | $517.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,212 | $499.6K | 0.08% | −3−0.1% | Reduced |
| RSM US Wealth Management LLC | 2,150 | $479.3K | 0.01% | +2,150 | New |
| UniSuper Management Pty Ltd | 2,084 | $470.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,049 | $463.0K | 0.00% | −128−5.9% | Reduced |
| Arizona State Retirement System | 1,985 | $448.3K | 0.00% | +10+0.5% | Added |
| EntryPoint Capital, LLC | 1,907 | $430.7K | 0.20% | +1,595+511.2% | Added |
| Versor Investments LP | 1,900 | $429.1K | 0.08% | +1,900 | New |
| Susquehanna International Group, LLP | 1,861 | $420.3K | 0.00% | −84−4.3% | Reduced |
| Capital Investment Advisors, LLC | 1,847 | $417.2K | 0.01% | −391−17.5% | Reduced |
| HSBC Holdings PLC | 1,852 | $411.6K | 0.00% | +124+7.2% | Added |
| Jump Financial, LLC | 1,800 | $406.5K | 0.01% | +1,800 | New |
| Allianz Asset Management GmbH | 1,700 | $383.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,638 | $369.9K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,634 | $369.0K | 0.01% | −1,359−45.4% | Reduced |
| Oregon Public Employees Retirement Fund | 1,629 | $367.9K | 0.01% | −203−11.1% | Reduced |
| Nebula Research & Development LLC | 1,609 | $363.4K | 0.06% | +1,609 | New |
| Voloridge Investment Management, LLC | 1,576 | $355.9K | 0.00% | +1,576 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,444 | $326.1K | 0.00% | −15−1.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,395 | $315.1K | 0.02% | +1,395 | New |
| Jane Street Group, LLC | 1,332 | $300.8K | 0.00% | −1,563−54.0% | Reduced |
| Mackenzie Financial Corp | 1,278 | $288.6K | 0.00% | +1,278 | New |
| Amundi | 1,255 | $284.2K | 0.00% | −196−13.5% | Reduced |
| State of Wisconsin Investment Board | 1,237 | $279.4K | 0.00% | −1,022−45.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,229 | $277.6K | 0.00% | +1,106+899.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,212 | $273.7K | 0.00% | +1,212 | New |
| Handelsbanken Fonder AB | 1,200 | $271.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,191 | $269.0K | 0.00% | +38+3.3% | Added |
| Verition Fund Management LLC | 1,156 | $261.1K | 0.00% | −182−13.6% | Reduced |
| Petrus Trust Company, LTA | 1,103 | $249.1K | 0.02% | −1,242−53.0% | Reduced |
| Mutual of America Capital Management LLC | 1,102 | $248.9K | 0.00% | −62−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,093 | $246.9K | 0.00% | +84+8.3% | Added |
| Lazard Asset Management LLC | 1,068 | $240.0K | 0.00% | +1,068 | New |
| ProShare Advisors LLC | 1,050 | $237.1K | 0.00% | −327−23.7% | Reduced |
| QRG Capital Management, Inc. | 1,049 | $237.0K | 0.00% | +14+1.4% | Added |
| Savant Capital, LLC | 1,033 | $233.3K | 0.00% | +1,033 | New |
| LPL Financial LLC | 1,033 | $233.2K | 0.00% | +1,033 | New |
| HM Payson & Co | 1,000 | $225.8K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 952 | $218.0K | 0.00% | −44−4.4% | Reduced |
| Everence Capital Management Inc | 920 | $202.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 891 | $201.2K | 0.00% | +891 | New |
| ORG Partners LLC | 18,115 | $197.8K | 0.02% | +18,115 | New |
| Picton Mahoney Asset Management | 727 | $164.0K | 0.01% | +727 | New |
| Quantbot Technologies LP | 719 | $162.4K | 0.01% | −340−32.1% | Reduced |
| Aquatic Capital Management LLC | 700 | $158.1K | 0.01% | +200+40.0% | Added |
| Ameritas Investment Partners, Inc. | 689 | $155.6K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 584 | $129.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 478 | $108.0K | 0.00% | −7−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $93.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 388 | $87.6K | 0.01% | −51−11.6% | Reduced |
| CWM, LLC | 382 | $86.0K | 0.00% | +294+334.1% | Added |
| Quadrant Capital Group LLC | 363 | $82.0K | 0.01% | −16−4.2% | Reduced |
| Signaturefd, LLC | 258 | $58.3K | 0.00% | +20+8.4% | Added |
| KBC Group NV | 245 | $55.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 187 | $42.2K | 0.01% | +187 | New |
| Ronald Blue Trust, Inc. | 133 | $33.0K | 0.00% | +131+6,550.0% | Added |
| Federated Hermes, Inc. | 144 | $32.5K | 0.00% | −1−0.7% | Reduced |
| Hilltop National Bank | 141 | $31.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 124 | $28.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 116 | $26.2K | 0.00% | +36+45.0% | Added |
| Field & Main Bank | 111 | $25.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 59 | $13.3K | 0.00% | −9−13.2% | Reduced |
| Rise Advisors, LLC | 57 | $13.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 56 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $11.1K | 0.00% | +49 | New |
| Bessemer Group Inc | 50 | $11.0K | 0.00% | −179−78.2% | Reduced |
| Hollencrest Capital Management | 48 | $10.8K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $9.71K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $9.26K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.81K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 38 | $8.58K | 0.00% | +7+22.6% | Added |
| Lindbrook Capital, LLC | 36 | $8.13K | 0.00% | +15+71.4% | Added |
| Smartleaf Asset Management LLC | 35 | $7.73K | 0.00% | +35 | New |
| Northwestern Mutual Wealth Management Co | 30 | $6.78K | 0.00% | −10−25.0% | Reduced |
| Planning Capital Management Corp | 28 | $6.32K | 0.00% | +28 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 26 | $5.87K | 0.00% | +26 | New |
| Riggs Asset Managment Co. Inc. | 25 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 25 | $5.65K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $5.20K | 0.00% | +6+35.3% | Added |
| GAMMA Investing LLC | 23 | $5.20K | 0.00% | +8+53.3% | Added |
| Massmutual Trust Co FSB | 22 | $4.97K | 0.00% | −6−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 21 | $4.75K | 0.00% | +8+61.5% | Added |
| Private Wealth Management Group, LLC | 18 | $4.07K | 0.00% | 00.0% | Unchanged |