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
- +5 vs. Q2 2024
- Shares held
- 5.64M
- +934.3K (+19.9%) vs. Q2 2024
- Total value
- $1.18B
- +$122.8M (+11.6%) vs. Q2 2024
- New holders
- 24
- 76 more added
- Sold out
- 19
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $209 | 0.00% | −1−50.0% | Reduced |
| Private Trust Co NA | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $209 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $210 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $419 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $524 | 0.00% | −2−40.0% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 8 | $1.68K | 0.00% | −1−11.1% | Reduced |
| Allworth Financial LP | 8 | $1.68K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $1.89K | 0.00% | +4+80.0% | Added |
| True Wealth Design, LLC | 9 | $1.89K | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10 | $2.10K | 0.00% | +10 | New |
| Whittier Trust Co of Nevada Inc | 11 | $2.30K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 11 | $2.30K | 0.00% | +11 | New |
| Northwest Financial Advisors | 11 | $2.30K | 0.00% | +11 | New |
| NBT Bank N A | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13 | $2.72K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15 | $3.14K | 0.00% | −8−34.8% | Reduced |
| Bell Investment Advisors, Inc | 15 | $3.14K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $3.35K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $3.98K | 0.00% | −2−9.5% | Reduced |
| Lindbrook Capital, LLC | 22 | $4.61K | 0.00% | −14−38.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $5.24K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $5.66K | 0.00% | +5+22.7% | Added |
| Planning Capital Management Corp | 28 | $5.87K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 32 | $6.70K | 0.00% | +18+128.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $8.59K | 0.02% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $9.01K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 51 | $10.7K | 0.00% | −5−8.9% | Reduced |
| Fifth Third Bancorp | 51 | $10.7K | 0.00% | +13+34.2% | Added |
| GAMMA Investing LLC | 52 | $10.9K | 0.00% | +29+126.1% | Added |
| Northwestern Mutual Wealth Management Co | 54 | $11.3K | 0.00% | +24+80.0% | Added |
| Harbor Capital Advisors, Inc. | 56 | $12.0K | 0.00% | +56 | New |
| Rise Advisors, LLC | 58 | $12.2K | 0.01% | +1+1.8% | Added |
| US Bancorp | 59 | $12.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 74 | $15.4K | 0.00% | +39+111.4% | Added |
| Asset Management One Co.,Ltd. | 114 | $23.9K | 0.00% | +114 | New |
| Advisor Group Holdings, Inc. | 115 | $24.1K | 0.00% | −1−0.9% | Reduced |
| Quarry LP | 127 | $26.6K | 0.01% | +101+388.5% | Added |
| Hilltop National Bank | 141 | $29.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 174 | $36.4K | 0.00% | +50+40.3% | Added |
| nVerses Capital, LLC | 200 | $41.9K | 0.02% | +200 | New |
| Signaturefd, LLC | 242 | $50.7K | 0.00% | −16−6.2% | Reduced |
| Lazard Asset Management LLC | 245 | $51.0K | 0.00% | −823−77.1% | Reduced |
| KBC Group NV | 245 | $51.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 262 | $55.0K | 0.00% | −120−31.4% | Reduced |
| Quadrant Capital Group LLC | 263 | $55.1K | 0.00% | −100−27.5% | Reduced |
| Headlands Technologies LLC | 277 | $58.0K | 0.01% | +277 | New |
| Ronald Blue Trust, Inc. | 317 | $71.6K | 0.00% | +184+138.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $86.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 475 | $99.5K | 0.00% | −3−0.6% | Reduced |
| DekaBank Deutsche Girozentrale | 584 | $121.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 610 | $127.8K | 0.01% | +222+57.2% | Added |
| Ameritas Investment Partners, Inc. | 689 | $144.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 690 | $144.5K | 0.03% | +503+269.0% | Added |
| Nisa Investment Advisors, LLC | 710 | $148.7K | 0.00% | −3,800−84.3% | Reduced |
| Tower Research Capital LLC (TRC) | 771 | $161.5K | 0.00% | −458−37.3% | Reduced |
| Shell Asset Management Co | 839 | $176.0K | 0.01% | +839 | New |
| HM Payson & Co | 1,000 | $209.4K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,002 | $209.9K | 0.00% | −100−9.1% | Reduced |
| Cerity Partners LLC | 1,021 | $213.8K | 0.00% | +1,021 | New |
| LPL Financial LLC | 1,030 | $215.6K | 0.00% | −3−0.3% | Reduced |
| MQS Management LLC | 1,086 | $227.5K | 0.13% | +1,086 | New |
| Atria Wealth Solutions, Inc. | 1,092 | $228.7K | 0.00% | −1−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 1,104 | $231.2K | 0.07% | −1,108−50.1% | Reduced |
| Occudo Quantitative Strategies LP | 1,118 | $234.2K | 0.04% | +1,118 | New |
| Gsa Capital Partners LLP | 1,126 | $236.0K | 0.02% | −1,208−51.8% | Reduced |
| HighTower Advisors, LLC | 1,157 | $242.0K | 0.00% | +205+21.5% | Added |
| QRG Capital Management, Inc. | 1,174 | $245.9K | 0.00% | +125+11.9% | Added |
| Engineers Gate Manager LP | 1,186 | $248.4K | 0.00% | −448−27.4% | Reduced |
| Handelsbanken Fonder AB | 1,200 | $251.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,204 | $252.2K | 0.00% | +13+1.1% | Added |
| Magnetar Financial LLC | 1,237 | $259.1K | 0.01% | +1,237 | New |
| Mackenzie Financial Corp | 1,278 | $267.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,282 | $268.5K | 0.01% | −1,441−52.9% | Reduced |
| Amundi | 1,406 | $287.3K | 0.00% | +151+12.0% | Added |
| ProShare Advisors LLC | 1,409 | $295.1K | 0.00% | +359+34.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,423 | $298.0K | 0.00% | −21−1.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,442 | $302.0K | 0.00% | −196−12.0% | Reduced |
| Intech Investment Management LLC | 1,452 | $304.1K | 0.00% | +561+63.0% | Added |
| City Center Advisors, LLC | 1,509 | $316.1K | 0.35% | +1,509 | New |
| Oregon Public Employees Retirement Fund | 1,529 | $320.2K | 0.01% | −100−6.1% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $335.1K | 0.01% | +900+128.6% | Added |
| HSBC Holdings PLC | 1,723 | $358.3K | 0.00% | −129−7.0% | Reduced |