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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 3,200 | $670.2K | 0.01% | −200−5.9% | Reduced |
| Dark Forest Capital Management LP | 3,024 | $633.4K | 0.08% | +3,024 | New |
| Cetera Investment Advisers | 3,002 | $628.8K | 0.00% | −76−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 2,776 | $581.0K | 0.01% | −984−26.2% | Reduced |
| New York State Common Retirement Fund | 2,628 | $550.4K | 0.00% | −500−16.0% | Reduced |
| Yousif Capital Management, LLC | 2,592 | $542.9K | 0.01% | −98−3.6% | Reduced |
| Mariner, LLC | 2,564 | $537.0K | 0.00% | −288−10.1% | Reduced |
| Comerica Bank | 2,419 | $506.7K | 0.00% | −121−4.8% | Reduced |
| Susquehanna International Group, LLP | 2,388 | $500.2K | 0.00% | +527+28.3% | Added |
| Petrus Trust Company, LTA | 2,388 | $500.2K | 0.05% | +1,285+116.5% | Added |
| Voloridge Investment Management, LLC | 2,302 | $482.2K | 0.00% | +726+46.1% | Added |
| Point72 Asset Management, L.P. | 2,300 | $481.7K | 0.00% | +2,300 | New |
| SEI Investments Co | 2,288 | $479.2K | 0.00% | −136−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,286 | $479.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,248 | $470.8K | 0.01% | −88−3.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,223 | $465.6K | 0.03% | +828+59.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,177 | $456.0K | 0.00% | −200−8.4% | Reduced |
| Centiva Capital, LP | 2,139 | $448.0K | 0.02% | −1,288−37.6% | Reduced |
| Creative Planning | 2,114 | $442.8K | 0.00% | −851−28.7% | Reduced |
| Quantbot Technologies LP | 2,085 | $436.7K | 0.02% | +1,366+190.0% | Added |
| RSM US Wealth Management LLC | 2,105 | $431.8K | 0.01% | −45−2.1% | Reduced |
| Arizona State Retirement System | 2,052 | $429.8K | 0.00% | +67+3.4% | Added |
| Amalgamated Bank | 1,979 | $415.0K | 0.00% | −70−3.4% | Reduced |
| XTX Topco Ltd | 1,980 | $414.7K | 0.03% | −773−28.1% | Reduced |
| EntryPoint Capital, LLC | 1,975 | $413.7K | 0.24% | +68+3.6% | Added |
| Los Angeles Capital Management LLC | 1,878 | $393.3K | 0.00% | −1,839−49.5% | Reduced |
| Capital Investment Advisors, LLC | 1,851 | $387.8K | 0.01% | +4+0.2% | Added |
| Allianz Asset Management GmbH | 1,800 | $377.0K | 0.00% | +100+5.9% | Added |
| HSBC Holdings PLC | 1,723 | $358.3K | 0.00% | −129−7.0% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $335.1K | 0.01% | +900+128.6% | Added |
| Oregon Public Employees Retirement Fund | 1,529 | $320.2K | 0.01% | −100−6.1% | Reduced |
| City Center Advisors, LLC | 1,509 | $316.1K | 0.35% | +1,509 | New |
| Intech Investment Management LLC | 1,452 | $304.1K | 0.00% | +561+63.0% | Added |
| Integrated Wealth Concepts LLC | 1,442 | $302.0K | 0.00% | −196−12.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,423 | $298.0K | 0.00% | −21−1.5% | Reduced |
| ProShare Advisors LLC | 1,409 | $295.1K | 0.00% | +359+34.2% | Added |
| Amundi | 1,406 | $287.3K | 0.00% | +151+12.0% | Added |
| Brevan Howard Capital Management LP | 1,282 | $268.5K | 0.01% | −1,441−52.9% | Reduced |
| Mackenzie Financial Corp | 1,278 | $267.7K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,237 | $259.1K | 0.01% | +1,237 | New |
| Truist Financial Corp | 1,204 | $252.2K | 0.00% | +13+1.1% | Added |
| Handelsbanken Fonder AB | 1,200 | $251.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,186 | $248.4K | 0.00% | −448−27.4% | Reduced |
| QRG Capital Management, Inc. | 1,174 | $245.9K | 0.00% | +125+11.9% | Added |
| HighTower Advisors, LLC | 1,157 | $242.0K | 0.00% | +205+21.5% | Added |
| Gsa Capital Partners LLP | 1,126 | $236.0K | 0.02% | −1,208−51.8% | Reduced |
| Occudo Quantitative Strategies LP | 1,118 | $234.2K | 0.04% | +1,118 | New |
| Cornercap Investment Counsel Inc | 1,104 | $231.2K | 0.07% | −1,108−50.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,092 | $228.7K | 0.00% | −1−0.1% | Reduced |
| MQS Management LLC | 1,086 | $227.5K | 0.13% | +1,086 | New |
| LPL Financial LLC | 1,030 | $215.6K | 0.00% | −3−0.3% | Reduced |
| Cerity Partners LLC | 1,021 | $213.8K | 0.00% | +1,021 | New |
| Mutual of America Capital Management LLC | 1,002 | $209.9K | 0.00% | −100−9.1% | Reduced |
| HM Payson & Co | 1,000 | $209.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 839 | $176.0K | 0.01% | +839 | New |
| Tower Research Capital LLC (TRC) | 771 | $161.5K | 0.00% | −458−37.3% | Reduced |
| Nisa Investment Advisors, LLC | 710 | $148.7K | 0.00% | −3,800−84.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 690 | $144.5K | 0.03% | +503+269.0% | Added |
| Ameritas Investment Partners, Inc. | 689 | $144.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 610 | $127.8K | 0.01% | +222+57.2% | Added |
| DekaBank Deutsche Girozentrale | 584 | $121.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 475 | $99.5K | 0.00% | −3−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $86.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 317 | $71.6K | 0.00% | +184+138.3% | Added |
| Headlands Technologies LLC | 277 | $58.0K | 0.01% | +277 | New |
| Quadrant Capital Group LLC | 263 | $55.1K | 0.00% | −100−27.5% | Reduced |
| CWM, LLC | 262 | $55.0K | 0.00% | −120−31.4% | 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 |
| Signaturefd, LLC | 242 | $50.7K | 0.00% | −16−6.2% | Reduced |
| nVerses Capital, LLC | 200 | $41.9K | 0.02% | +200 | New |
| Steward Partners Investment Advisory, LLC | 174 | $36.4K | 0.00% | +50+40.3% | Added |
| Hilltop National Bank | 141 | $29.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 127 | $26.6K | 0.01% | +101+388.5% | Added |
| Advisor Group Holdings, Inc. | 115 | $24.1K | 0.00% | −1−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 114 | $23.9K | 0.00% | +114 | New |
| Smartleaf Asset Management LLC | 74 | $15.4K | 0.00% | +39+111.4% | Added |
| US Bancorp | 59 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 58 | $12.2K | 0.01% | +1+1.8% | Added |
| Harbor Capital Advisors, Inc. | 56 | $12.0K | 0.00% | +56 | New |
| Northwestern Mutual Wealth Management Co | 54 | $11.3K | 0.00% | +24+80.0% | Added |
| GAMMA Investing LLC | 52 | $10.9K | 0.00% | +29+126.1% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 49 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 43 | $9.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 41 | $8.59K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.17K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 32 | $6.70K | 0.00% | +18+128.6% | Added |
| Planning Capital Management Corp | 28 | $5.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $5.66K | 0.00% | +5+22.7% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $5.24K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22 | $4.61K | 0.00% | −14−38.9% | Reduced |
| EverSource Wealth Advisors, LLC | 19 | $3.98K | 0.00% | −2−9.5% | Reduced |
| Private Wealth Management Group, LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $3.35K | 0.00% | +16 | New |
| Parallel Advisors, LLC | 15 | $3.14K | 0.00% | −8−34.8% | Reduced |