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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.

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.

Institutional holdersQ2 2024: 224 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ2 2024: $1.30B
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$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.

Institutions holding VRTS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc15$3.39K0.00%−4−21.1%Reduced
Umb Bank N A14$3.16K0.00%−4−22.2%Reduced
Hazlett, Burt & Watson, Inc.12$3.00K0.00%00.0%Unchanged
Principal Securities, Inc.13$2.94K0.00%−1−7.1%Reduced
NBT Bank N A12$2.71K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$2.48K0.00%00.0%Unchanged
First Horizon Advisors, Inc.10$2.26K0.00%+10New
First Pacific Financial9$2.03K0.00%+9New
Thurston, Springer, Miller, Herd & Titak, Inc.9$2.03K0.00%+9New
Allworth Financial LP8$1.92K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.58K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC7$1.58K0.00%+7New
Fairman Group, LLC6$1.35K0.00%00.0%Unchanged
JNBA Financial Advisors5$1.13K0.00%00.0%Unchanged
Fortis Group Advisors, LLC5$1.13K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$1.13K0.00%00.0%Unchanged
Spire Wealth Management5$1.13K0.00%00.0%Unchanged
J.Safra Asset Management Corp5$1.13K0.00%+5New
Parkside Financial Bank & Trust2$4520.00%00.0%Unchanged
Huntington National Bank2$4520.00%+1+100.0%Added
Rothschild Investment LLC2$4520.00%+1+100.0%Added
Larson Financial Group LLC2$4520.00%+2New
SJS Investment Consulting Inc.1$2260.00%00.0%Unchanged
Private Trust Co NA1$2260.00%+1New
Covestor Ltd0$00.00%−2−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−151,726−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−40,000−100.0%Sold out
Texas Permanent School Fund0$00.00%−5,911−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−3,895−100.0%Sold out
American International Group, Inc.0$00.00%−3,682−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−2,000−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,759−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,560−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−1,325−100.0%Sold out
Inceptionr LLC0$00.00%−1,305−100.0%Sold out
Bokf, NA0$00.00%−1,165−100.0%Sold out
Toroso Investments, LLC0$00.00%−1,048−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−886−100.0%Sold out
AXS Investments LLC0$00.00%−825−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−367−100.0%Sold out
State of Wyoming0$00.00%−178−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−56−100.0%Sold out
GWM Advisors LLC0$00.00%−46−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−30−100.0%Sold out
Headlands Technologies LLC0$00.00%−12−100.0%Sold out
Sofos Investments, Inc.0$00.00%−3−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−2−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−1−100.0%Sold out
Credit Suisse AG––––Not filed
Shell Asset Management Co––––Not filed