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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 36,962 | $7.74M | 0.00% | −909−2.4% | Reduced |
| Nuveen Asset Management, LLC | 44,837 | $9.39M | 0.00% | −15,157−25.3% | Reduced |
| Norges Bank | 46,610 | $9.76M | 0.00% | −13,673−22.7% | Reduced |
| Goldman Sachs Group Inc | 47,861 | $10.0M | 0.00% | +3,513+7.9% | Added |
| AQR Capital Management LLC | 48,368 | $10.1M | 0.01% | −2,584−5.1% | Reduced |
| Qube Research & Technologies Ltd | 49,909 | $10.5M | 0.02% | +5,321+11.9% | Added |
| Millennium Management LLC | 55,373 | $11.6M | 0.01% | +27,260+97.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 56,600 | $11.9M | 0.04% | +3,380+6.4% | Added |
| Glenmede Trust Co NA | 58,766 | $12.3M | 0.06% | −702−1.2% | Reduced |
| American Century Companies Inc | 61,194 | $12.8M | 0.01% | +514+0.8% | Added |
| Fisher Asset Management, LLC | 68,376 | $14.3M | 0.01% | +640+0.9% | Added |
| Price T Rowe Associates Inc | 83,157 | $17.4M | 0.00% | +896+1.1% | Added |
| Brown Advisory Inc | 87,705 | $18.4M | 0.02% | +979+1.1% | Added |
| Bank of New York Mellon Corp | 91,686 | $19.2M | 0.00% | −5,221−5.4% | Reduced |
| Northern Trust Corp | 96,311 | $20.2M | 0.00% | +306+0.3% | Added |
| Victory Capital Management Inc | 98,626 | $20.7M | 0.02% | +947+1.0% | Added |
| Basswood Capital Management, L.L.C. | 110,429 | $23.1M | 1.19% | +12,193+12.4% | Added |
| WCM Investment Management, LLC | 113,892 | $23.7M | 0.05% | +4,359+4.0% | Added |
| Royal Bank of Canada | 113,638 | $23.8M | 0.01% | −4,806−4.1% | Reduced |
| Vulcan Value Partners, LLC | 115,077 | $24.1M | 0.40% | −13,813−10.7% | Reduced |
| Morgan Stanley | 133,515 | $28.0M | 0.00% | +37,185+38.6% | Added |
| JPMorgan Chase & Co | 145,386 | $30.5M | 0.00% | +3,651+2.6% | Added |
| Geode Capital Management, LLC | 151,328 | $31.7M | 0.00% | +821+0.5% | Added |
| Charles Schwab Investment Management Inc | 255,536 | $53.5M | 0.01% | +16,586+6.9% | Added |
| State Street Corp | 297,151 | $62.2M | 0.00% | −12,410−4.0% | Reduced |
| Dimensional Fund Advisors LP | 324,805 | $68.0M | 0.02% | −3,262−1.0% | Reduced |
| Vanguard Group Inc | 900,906 | $188.7M | 0.00% | +1,802+0.2% | Added |
| BlackRock, Inc. | 1,059,208 | $221.9M | 0.00% | +1,059,208 | New |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,306−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,427−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,165−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −18,115−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Field & Main Bank | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |