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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, 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.

Institutional holdersQ3 2024: 228 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 heldQ3 2024: $1.18B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2024.

Institutions holding VRTS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Allianz Asset Management GmbH1,800$377.0K0.00%+100+5.9%Added
Capital Investment Advisors, LLC1,851$387.8K0.01%+4+0.2%Added
Los Angeles Capital Management LLC1,878$393.3K0.00%−1,839−49.5%Reduced
EntryPoint Capital, LLC1,975$413.7K0.24%+68+3.6%Added
XTX Topco Ltd1,980$414.7K0.03%−773−28.1%Reduced
Amalgamated Bank1,979$415.0K0.00%−70−3.4%Reduced
Arizona State Retirement System2,052$429.8K0.00%+67+3.4%Added
RSM US Wealth Management LLC2,105$431.8K0.01%−45−2.1%Reduced
Quantbot Technologies LP2,085$436.7K0.02%+1,366+190.0%Added
Creative Planning2,114$442.8K0.00%−851−28.7%Reduced
Centiva Capital, LP2,139$448.0K0.02%−1,288−37.6%Reduced
Allspring Global Investments Holdings, LLC2,177$456.0K0.00%−200−8.4%Reduced
Y-Intercept (Hong Kong) Ltd2,223$465.6K0.03%+828+59.4%Added
Maryland State Retirement & Pension System2,248$470.8K0.01%−88−3.8%Reduced
Teachers Retirement System of the State of Kentucky2,286$479.0K0.00%00.0%Unchanged
SEI Investments Co2,288$479.2K0.00%−136−5.6%Reduced
Point72 Asset Management, L.P.2,300$481.7K0.00%+2,300New
Voloridge Investment Management, LLC2,302$482.2K0.00%+726+46.1%Added
Susquehanna International Group, LLP2,388$500.2K0.00%+527+28.3%Added
Petrus Trust Company, LTA2,388$500.2K0.05%+1,285+116.5%Added
Comerica Bank2,419$506.7K0.00%−121−4.8%Reduced
Mariner, LLC2,564$537.0K0.00%−288−10.1%Reduced
Yousif Capital Management, LLC2,592$542.9K0.01%−98−3.6%Reduced
New York State Common Retirement Fund2,628$550.4K0.00%−500−16.0%Reduced
ExodusPoint Capital Management, LP2,776$581.0K0.01%−984−26.2%Reduced
Cetera Investment Advisers3,002$628.8K0.00%−76−2.5%Reduced
Dark Forest Capital Management LP3,024$633.4K0.08%+3,024New
Louisiana State Employees Retirement System3,200$670.2K0.01%−200−5.9%Reduced
Janus Henderson Group PLC3,236$677.3K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The3,434$719.3K0.00%−62−1.8%Reduced
Nebula Research & Development LLC3,551$743.8K0.09%+1,942+120.7%Added
Verition Fund Management LLC3,688$772.5K0.01%+2,532+219.0%Added
Mirae Asset Global ETFs Holdings Ltd.3,697$774.3K0.00%+443+13.6%Added
Ensign Peak Advisors, Inc3,715$778.1K0.00%00.0%Unchanged
Marshall Wace, LLP3,728$780.8K0.00%−770−17.1%Reduced
Squarepoint Ops LLC3,773$790.3K0.00%+1,312+53.3%Added
Illinois Municipal Retirement Fund3,793$794.4K0.01%−98−2.5%Reduced
UBS Group AG3,795$794.9K0.00%−4,637−55.0%Reduced
State of Alaska, Department of Revenue3,799$795.0K0.01%−135−3.4%Reduced
MetLife Investment Management3,819$799.9K0.00%00.0%Unchanged
Corebridge Financial, Inc.3,877$812.0K0.00%−42−1.1%Reduced
Vident Advisory, LLC3,882$813.1K0.02%+187+5.1%Added
Jump Financial, LLC4,017$841.4K0.02%+2,217+123.2%Added
Quadrature Capital Ltd4,034$843.8K0.02%−1,598−28.4%Reduced
Mirae Asset Global Investments Co., Ltd.4,085$849.0K0.00%+408+11.1%Added
Castlekeep Investment Advisors LLC4,095$857.7K0.59%+59+1.5%Added
BNP Paribas Arbitrage, SA4,304$901.5K0.00%+794+22.6%Added
State of Tennessee, Treasury Department4,408$923.3K0.00%−107−2.4%Reduced
Wells Fargo & Company4,549$952.8K0.00%+2,140+88.8%Added
Renaissance Technologies LLC4,801$1.01M0.00%−5,228−52.1%Reduced
Exchange Traded Concepts, LLC4,830$1.01M0.02%+989+25.7%Added
Tudor Investment Corp Et Al5,064$1.06M0.01%+5,064New
Thrivent Financial for Lutherans5,227$1.09M0.00%−335−6.0%Reduced
Edgestream Partners, L.P.5,428$1.14M0.05%+5,428New
D. E. Shaw & Co., Inc.5,445$1.14M0.00%−77−1.4%Reduced
Summit Global Investments5,526$1.16M0.07%−567−9.3%Reduced
Voya Investment Management LLC5,963$1.25M0.00%−42−0.7%Reduced
New York State Teachers Retirement System6,059$1.27M0.00%−100−1.6%Reduced
Santa Monica Partners LP6,076$1.27M0.75%00.0%Unchanged
Great West Life Assurance Co6,599$1.38M0.00%−525−7.4%Reduced
California State Teachers Retirement System6,718$1.41M0.00%−175−2.5%Reduced
Two Sigma Advisers, LP7,100$1.49M0.00%+1,200+20.3%Added
Teacher Retirement System of Texas7,661$1.60M0.01%−3,518−31.5%Reduced
Alliancebernstein L.P.7,676$1.61M0.00%−400−5.0%Reduced
Deutsche Bank AG8,017$1.68M0.00%+4,846+152.8%Added
Citigroup Inc8,744$1.83M0.00%+3,442+64.9%Added
Jane Street Group, LLC9,218$1.93M0.00%+7,886+592.0%Added
Cubist Systematic Strategies, LLC9,520$1.99M0.03%+465+5.1%Added
Quest Partners LLC9,555$2.00M0.18%+1,268+15.3%Added
Martingale Asset Management L P9,744$2.04M0.05%+1,050+12.1%Added
Franklin Resources Inc9,816$2.09M0.00%−1,546−13.6%Reduced
Villanova Investment Management Co LLC10,332$2.16M2.31%+12+0.1%Added
Balyasny Asset Management LLC10,736$2.25M0.01%+7,805+266.3%Added
Huber Capital Management LLC10,968$2.30M0.46%−640−5.5%Reduced
Russell Investments Group, Ltd.11,049$2.31M0.00%+7,446+206.7%Added
Prudential Financial Inc11,154$2.34M0.00%−1,003−8.3%Reduced
First Trust Advisors LP11,578$2.43M0.00%+2,093+22.1%Added
Panagora Asset Management Inc12,227$2.56M0.01%+368+3.1%Added
HRT Financial LP13,959$2.92M0.01%+13,959New
Swiss National Bank14,000$2.93M0.00%00.0%Unchanged
Barclays PLC14,119$2.96M0.00%+9,488+204.9%Added
Public Sector Pension Investment Board14,133$2.96M0.02%−600−4.1%Reduced
FMR LLC14,580$3.05M0.00%−188,850−92.8%Reduced
Brandywine Global Investment Management, LLC15,299$3.26M0.02%−400−2.5%Reduced
UBS Asset Management Americas Inc16,416$3.44M0.00%−2,214−11.9%Reduced
Citadel Advisors LLC17,700$3.71M0.00%+1,427+8.8%Added
Legal & General Group Plc17,917$3.75M0.00%−267−1.5%Reduced
Two Sigma Investments, LP18,316$3.84M0.01%−2,508−12.0%Reduced
Gator Capital Management, LLC18,325$3.84M1.70%00.0%Unchanged
Rhumbline Advisers21,542$4.51M0.00%−399−1.8%Reduced
Meritage Portfolio Management22,321$4.67M0.29%+5,919+36.1%Added
Ameriprise Financial Inc24,693$5.17M0.00%−1,170−4.5%Reduced
Lombard Odier Asset Management (Europe) Ltd25,000$5.24M0.24%−5,000−16.7%Reduced
AWH Capital, L.P.26,150$5.48M4.89%−1,350−4.9%Reduced
Algert Global LLC26,167$5.48M0.15%+9,508+57.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main26,792$5.61M0.01%+20,534+328.1%Added
Bank of America Corp28,370$5.94M0.00%+2,027+7.7%Added
Man Group plc29,244$6.13M0.02%−8,814−23.2%Reduced
Invesco Ltd.29,562$6.19M0.00%+4,554+18.2%Added
Bridgeway Capital Management, LLC31,688$6.64M0.14%−11,427−26.5%Reduced