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, Q3 2024
Institutional positions in Virtus Investment Partners, Inc. as of Sep 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
- 228
- +6 vs. Q2 2024
- Shares held
- 5.64M
- +952.4K (+20.3%) vs. Q2 2024
- Total value
- $1.18B
- +$123.0M (+11.6%) vs. Q2 2024
- New holders
- 24
- 76 more added
- Sold out
- 18
- 85 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 223 | $1.30B |
| Q1 2024 | 212 | $1.42B |
| Q4 2023 | 188 | $1.39B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.15B |
| Q4 2022 | 178 | $1.15B |
| Q3 2022 | 175 | $946.0M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.50B |
| Q4 2021 | 200 | $1.89B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,059,208 | $221.9M | 0.00% | +1,059,208 | New |
| Vanguard Group Inc | 900,906 | $188.7M | 0.00% | +1,802+0.2% | Added |
| Dimensional Fund Advisors LP | 324,805 | $68.0M | 0.02% | −3,262−1.0% | Reduced |
| State Street Corp | 297,151 | $62.2M | 0.00% | −12,410−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 255,536 | $53.5M | 0.01% | +16,586+6.9% | Added |
| Geode Capital Management, LLC | 151,328 | $31.7M | 0.00% | +821+0.5% | Added |
| JPMorgan Chase & Co | 145,386 | $30.5M | 0.00% | +3,651+2.6% | Added |
| Morgan Stanley | 133,515 | $28.0M | 0.00% | +37,185+38.6% | Added |
| Vulcan Value Partners, LLC | 115,077 | $24.1M | 0.40% | −13,813−10.7% | Reduced |
| Royal Bank of Canada | 113,638 | $23.8M | 0.01% | −4,806−4.1% | Reduced |
| WCM Investment Management, LLC | 113,892 | $23.7M | 0.05% | +4,359+4.0% | Added |
| Basswood Capital Management, L.L.C. | 110,429 | $23.1M | 1.19% | +12,193+12.4% | Added |
| Victory Capital Management Inc | 98,626 | $20.7M | 0.02% | +947+1.0% | Added |
| Northern Trust Corp | 96,311 | $20.2M | 0.00% | +306+0.3% | Added |
| Bank of New York Mellon Corp | 91,686 | $19.2M | 0.00% | −5,221−5.4% | Reduced |
| Brown Advisory Inc | 87,705 | $18.4M | 0.02% | +979+1.1% | Added |
| Price T Rowe Associates Inc | 83,157 | $17.4M | 0.00% | +896+1.1% | Added |
| Fisher Asset Management, LLC | 68,376 | $14.3M | 0.01% | +640+0.9% | Added |
| American Century Companies Inc | 61,194 | $12.8M | 0.01% | +514+0.8% | Added |
| Glenmede Trust Co NA | 58,766 | $12.3M | 0.06% | −702−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 56,600 | $11.9M | 0.04% | +3,380+6.4% | Added |
| Millennium Management LLC | 55,373 | $11.6M | 0.01% | +27,260+97.0% | Added |
| Qube Research & Technologies Ltd | 49,909 | $10.5M | 0.02% | +5,321+11.9% | Added |
| AQR Capital Management LLC | 48,368 | $10.1M | 0.01% | −2,584−5.1% | Reduced |
| Goldman Sachs Group Inc | 47,861 | $10.0M | 0.00% | +3,513+7.9% | Added |
| Norges Bank | 46,610 | $9.76M | 0.00% | −13,673−22.7% | Reduced |
| Nuveen Asset Management, LLC | 44,837 | $9.39M | 0.00% | −15,157−25.3% | Reduced |
| Principal Financial Group Inc | 36,962 | $7.74M | 0.00% | −909−2.4% | Reduced |
| Bridgeway Capital Management, LLC | 31,688 | $6.64M | 0.14% | −11,427−26.5% | Reduced |
| Invesco Ltd. | 29,562 | $6.19M | 0.00% | +4,554+18.2% | Added |
| Man Group plc | 29,244 | $6.13M | 0.02% | −8,814−23.2% | Reduced |
| Bank of America Corp | 28,370 | $5.94M | 0.00% | +2,027+7.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26,792 | $5.61M | 0.01% | +20,534+328.1% | Added |
| Algert Global LLC | 26,167 | $5.48M | 0.15% | +9,508+57.1% | Added |
| AWH Capital, L.P. | 26,150 | $5.48M | 4.89% | −1,350−4.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 25,000 | $5.24M | 0.24% | −5,000−16.7% | Reduced |
| Ameriprise Financial Inc | 24,693 | $5.17M | 0.00% | −1,170−4.5% | Reduced |
| Meritage Portfolio Management | 22,321 | $4.67M | 0.29% | +5,919+36.1% | Added |
| Rhumbline Advisers | 21,542 | $4.51M | 0.00% | −399−1.8% | Reduced |
| Gator Capital Management, LLC | 18,325 | $3.84M | 1.70% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 18,316 | $3.84M | 0.01% | −2,508−12.0% | Reduced |
| Legal & General Group Plc | 17,917 | $3.75M | 0.00% | −267−1.5% | Reduced |
| Citadel Advisors LLC | 17,700 | $3.71M | 0.00% | +1,427+8.8% | Added |
| UBS Asset Management Americas Inc | 16,416 | $3.44M | 0.00% | −2,214−11.9% | Reduced |
| Brandywine Global Investment Management, LLC | 15,299 | $3.26M | 0.02% | −400−2.5% | Reduced |
| FMR LLC | 14,580 | $3.05M | 0.00% | −188,850−92.8% | Reduced |
| Public Sector Pension Investment Board | 14,133 | $2.96M | 0.02% | −600−4.1% | Reduced |
| Barclays PLC | 14,119 | $2.96M | 0.00% | +9,488+204.9% | Added |
| Swiss National Bank | 14,000 | $2.93M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 13,959 | $2.92M | 0.01% | +13,959 | New |
| Panagora Asset Management Inc | 12,227 | $2.56M | 0.01% | +368+3.1% | Added |
| First Trust Advisors LP | 11,578 | $2.43M | 0.00% | +2,093+22.1% | Added |
| Prudential Financial Inc | 11,154 | $2.34M | 0.00% | −1,003−8.3% | Reduced |
| Russell Investments Group, Ltd. | 11,049 | $2.31M | 0.00% | +7,446+206.7% | Added |
| Huber Capital Management LLC | 10,968 | $2.30M | 0.46% | −640−5.5% | Reduced |
| Balyasny Asset Management LLC | 10,736 | $2.25M | 0.01% | +7,805+266.3% | Added |
| Villanova Investment Management Co LLC | 10,332 | $2.16M | 2.31% | +12+0.1% | Added |
| Franklin Resources Inc | 9,816 | $2.09M | 0.00% | −1,546−13.6% | Reduced |
| Martingale Asset Management L P | 9,744 | $2.04M | 0.05% | +1,050+12.1% | Added |
| Quest Partners LLC | 9,555 | $2.00M | 0.18% | +1,268+15.3% | Added |
| Cubist Systematic Strategies, LLC | 9,520 | $1.99M | 0.03% | +465+5.1% | Added |
| Jane Street Group, LLC | 9,218 | $1.93M | 0.00% | +7,886+592.0% | Added |
| Citigroup Inc | 8,744 | $1.83M | 0.00% | +3,442+64.9% | Added |
| Deutsche Bank AG | 8,017 | $1.68M | 0.00% | +4,846+152.8% | Added |
| Alliancebernstein L.P. | 7,676 | $1.61M | 0.00% | −400−5.0% | Reduced |
| Teacher Retirement System of Texas | 7,661 | $1.60M | 0.01% | −3,518−31.5% | Reduced |
| Two Sigma Advisers, LP | 7,100 | $1.49M | 0.00% | +1,200+20.3% | Added |
| California State Teachers Retirement System | 6,718 | $1.41M | 0.00% | −175−2.5% | Reduced |
| Great West Life Assurance Co | 6,599 | $1.38M | 0.00% | −525−7.4% | Reduced |
| Santa Monica Partners LP | 6,076 | $1.27M | 0.75% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 6,059 | $1.27M | 0.00% | −100−1.6% | Reduced |
| Voya Investment Management LLC | 5,963 | $1.25M | 0.00% | −42−0.7% | Reduced |
| Summit Global Investments | 5,526 | $1.16M | 0.07% | −567−9.3% | Reduced |
| D. E. Shaw & Co., Inc. | 5,445 | $1.14M | 0.00% | −77−1.4% | Reduced |
| Edgestream Partners, L.P. | 5,428 | $1.14M | 0.05% | +5,428 | New |
| Thrivent Financial for Lutherans | 5,227 | $1.09M | 0.00% | −335−6.0% | Reduced |
| Tudor Investment Corp Et Al | 5,064 | $1.06M | 0.01% | +5,064 | New |
| Exchange Traded Concepts, LLC | 4,830 | $1.01M | 0.02% | +989+25.7% | Added |
| Renaissance Technologies LLC | 4,801 | $1.01M | 0.00% | −5,228−52.1% | Reduced |
| Wells Fargo & Company | 4,549 | $952.8K | 0.00% | +2,140+88.8% | Added |
| State of Tennessee, Treasury Department | 4,408 | $923.3K | 0.00% | −107−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,304 | $901.5K | 0.00% | +794+22.6% | Added |
| Castlekeep Investment Advisors LLC | 4,095 | $857.7K | 0.59% | +59+1.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,085 | $849.0K | 0.00% | +408+11.1% | Added |
| Quadrature Capital Ltd | 4,034 | $843.8K | 0.02% | −1,598−28.4% | Reduced |
| Jump Financial, LLC | 4,017 | $841.4K | 0.02% | +2,217+123.2% | Added |
| Vident Advisory, LLC | 3,882 | $813.1K | 0.02% | +187+5.1% | Added |
| Corebridge Financial, Inc. | 3,877 | $812.0K | 0.00% | −42−1.1% | Reduced |
| MetLife Investment Management | 3,819 | $799.9K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,799 | $795.0K | 0.01% | −135−3.4% | Reduced |
| UBS Group AG | 3,795 | $794.9K | 0.00% | −4,637−55.0% | Reduced |
| Illinois Municipal Retirement Fund | 3,793 | $794.4K | 0.01% | −98−2.5% | Reduced |
| Squarepoint Ops LLC | 3,773 | $790.3K | 0.00% | +1,312+53.3% | Added |
| Marshall Wace, LLP | 3,728 | $780.8K | 0.00% | −770−17.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,715 | $778.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,697 | $774.3K | 0.00% | +443+13.6% | Added |
| Verition Fund Management LLC | 3,688 | $772.5K | 0.01% | +2,532+219.0% | Added |
| Nebula Research & Development LLC | 3,551 | $743.8K | 0.09% | +1,942+120.7% | Added |
| Manufacturers Life Insurance Company, The | 3,434 | $719.3K | 0.00% | −62−1.8% | Reduced |
| Janus Henderson Group PLC | 3,236 | $677.3K | 0.00% | 00.0% | Unchanged |