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, Q4 2024
Institutional positions in Virtus Investment Partners, Inc. as of Dec 31, 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
- 238
- +11 vs. Q3 2024
- Shares held
- 5.62M
- −25.5K (−0.5%) vs. Q3 2024
- Total value
- $1.24B
- +$57.3M (+4.9%) vs. Q3 2024
- New holders
- 28
- 87 more added
- Sold out
- 17
- 77 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,068,209 | $235.6M | 0.00% | +9,001+0.8% | Added |
| Vanguard Group Inc | 902,739 | $199.1M | 0.00% | +1,833+0.2% | Added |
| Dimensional Fund Advisors LP | 320,893 | $70.8M | 0.02% | −3,912−1.2% | Reduced |
| State Street Corp | 295,922 | $65.3M | 0.00% | −1,229−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 276,880 | $61.1M | 0.01% | +21,344+8.4% | Added |
| JPMorgan Chase & Co | 158,028 | $34.9M | 0.00% | +12,642+8.7% | Added |
| Geode Capital Management, LLC | 150,069 | $33.1M | 0.00% | −1,259−0.8% | Reduced |
| Royal Bank of Canada | 111,711 | $24.6M | 0.01% | −1,927−1.7% | Reduced |
| WCM Investment Management, LLC | 108,927 | $24.0M | 0.06% | −4,965−4.4% | Reduced |
| Northern Trust Corp | 106,104 | $23.4M | 0.00% | +9,793+10.2% | Added |
| Morgan Stanley | 103,051 | $22.7M | 0.00% | −30,464−22.8% | Reduced |
| Vulcan Value Partners, LLC | 98,628 | $21.8M | 0.36% | −16,449−14.3% | Reduced |
| Victory Capital Management Inc | 93,648 | $20.7M | 0.02% | −4,978−5.0% | Reduced |
| Bank of New York Mellon Corp | 88,501 | $19.5M | 0.00% | −3,185−3.5% | Reduced |
| Brown Advisory Inc | 84,962 | $18.7M | 0.02% | −2,743−3.1% | Reduced |
| American Century Companies Inc | 81,738 | $18.0M | 0.01% | +20,544+33.6% | Added |
| Fisher Asset Management, LLC | 71,600 | $15.8M | 0.01% | +3,224+4.7% | Added |
| Price T Rowe Associates Inc | 70,971 | $15.7M | 0.00% | −12,186−14.7% | Reduced |
| Basswood Capital Management, L.L.C. | 61,846 | $13.6M | 0.80% | −48,583−44.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 60,890 | $13.4M | 0.04% | +4,290+7.6% | Added |
| Glenmede Trust Co NA | 58,068 | $12.8M | 0.07% | −698−1.2% | Reduced |
| Goldman Sachs Group Inc | 57,187 | $12.6M | 0.00% | +9,326+19.5% | Added |
| Millennium Management LLC | 53,054 | $11.7M | 0.01% | −2,319−4.2% | Reduced |
| AQR Capital Management LLC | 46,395 | $10.2M | 0.01% | −1,973−4.1% | Reduced |
| Nuveen Asset Management, LLC | 45,632 | $10.1M | 0.00% | +795+1.8% | Added |
| Qube Research & Technologies Ltd | 44,612 | $9.84M | 0.02% | −5,297−10.6% | Reduced |
| Norges Bank | 43,082 | $9.50M | 0.00% | −3,528−7.6% | Reduced |
| Principal Financial Group Inc | 38,339 | $8.46M | 0.00% | +1,377+3.7% | Added |
| Bank of America Corp | 30,246 | $6.67M | 0.00% | +1,876+6.6% | Added |
| Invesco Ltd. | 29,774 | $6.57M | 0.00% | +212+0.7% | Added |
| Man Group plc | 29,390 | $6.48M | 0.02% | +146+0.5% | Added |
| Algert Global LLC | 26,917 | $5.94M | 0.14% | +750+2.9% | Added |
| AWH Capital, L.P. | 26,150 | $5.77M | 6.86% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,456 | $5.62M | 0.13% | −6,232−19.7% | Reduced |
| Ameriprise Financial Inc | 24,921 | $5.50M | 0.00% | +228+0.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,094 | $5.09M | 0.01% | −3,698−13.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $5.07M | 0.33% | −2,000−8.0% | Reduced |
| Rhumbline Advisers | 21,483 | $4.74M | 0.00% | −59−0.3% | Reduced |
| Meritage Portfolio Management | 20,973 | $4.63M | 0.29% | −1,348−6.0% | Reduced |
| Gator Capital Management, LLC | 20,915 | $4.61M | 1.74% | +2,590+14.1% | Added |
| Legal & General Group Plc | 18,393 | $4.07M | 0.00% | +476+2.7% | Added |
| UBS Asset Management Americas Inc | 17,329 | $3.82M | 0.00% | +913+5.6% | Added |
| First Trust Advisors LP | 17,262 | $3.81M | 0.00% | +5,684+49.1% | Added |
| Public Sector Pension Investment Board | 16,453 | $3.63M | 0.02% | +2,320+16.4% | Added |
| Prudential Financial Inc | 16,124 | $3.56M | 0.00% | +4,970+44.6% | Added |
| Barclays PLC | 15,304 | $3.38M | 0.00% | +1,185+8.4% | Added |
| Brandywine Global Investment Management, LLC | 14,698 | $3.24M | 0.02% | −601−3.9% | Reduced |
| Zacks Investment Management | 14,165 | $3.12M | 0.03% | +14,165 | New |
| Swiss National Bank | 13,900 | $3.07M | 0.00% | −100−0.7% | Reduced |
| HRT Financial LP | 13,239 | $2.92M | 0.02% | −720−5.2% | Reduced |
| Martingale Asset Management L P | 12,395 | $2.73M | 0.07% | +2,651+27.2% | Added |
| Two Sigma Investments, LP | 11,843 | $2.61M | 0.01% | −6,473−35.3% | Reduced |
| ExodusPoint Capital Management, LP | 11,736 | $2.59M | 0.03% | +8,960+322.8% | Added |
| Villanova Investment Management Co LLC | 11,436 | $2.52M | 2.25% | +1,104+10.7% | Added |
| Panagora Asset Management Inc | 10,804 | $2.38M | 0.01% | −1,423−11.6% | Reduced |
| Marshall Wace, LLP | 10,442 | $2.30M | 0.00% | +6,714+180.1% | Added |
| Huber Capital Management LLC | 9,968 | $2.20M | 0.44% | −1,000−9.1% | Reduced |
| Jane Street Group, LLC | 9,872 | $2.18M | 0.00% | +654+7.1% | Added |
| Citigroup Inc | 9,780 | $2.16M | 0.00% | +1,036+11.8% | Added |
| Franklin Resources Inc | 9,167 | $2.02M | 0.00% | −649−6.6% | Reduced |
| Teacher Retirement System of Texas | 9,036 | $1.99M | 0.01% | +1,375+17.9% | Added |
| Verition Fund Management LLC | 8,987 | $1.98M | 0.01% | +5,299+143.7% | Added |
| Russell Investments Group, Ltd. | 8,722 | $1.92M | 0.00% | −2,327−21.1% | Reduced |
| FMR LLC | 8,089 | $1.78M | 0.00% | −6,491−44.5% | Reduced |
| D. E. Shaw & Co., Inc. | 7,802 | $1.72M | 0.00% | +2,357+43.3% | Added |
| Two Sigma Advisers, LP | 7,700 | $1.70M | 0.00% | +600+8.5% | Added |
| Alliancebernstein L.P. | 7,676 | $1.69M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,967 | $1.54M | 0.20% | −2,588−27.1% | Reduced |
| Great West Life Assurance Co | 6,883 | $1.52M | 0.00% | +284+4.3% | Added |
| State of Tennessee, Treasury Department | 6,716 | $1.48M | 0.01% | +2,308+52.4% | Added |
| California State Teachers Retirement System | 6,602 | $1.46M | 0.00% | −116−1.7% | Reduced |
| Balyasny Asset Management LLC | 6,271 | $1.38M | 0.00% | −4,465−41.6% | Reduced |
| Deutsche Bank AG | 6,166 | $1.36M | 0.00% | −1,851−23.1% | Reduced |
| Cubist Systematic Strategies, LLC | 6,042 | $1.33M | 0.02% | −3,478−36.5% | Reduced |
| Voya Investment Management LLC | 5,796 | $1.28M | 0.00% | −167−2.8% | Reduced |
| Santa Monica Partners LP | 5,680 | $1.25M | 0.68% | −396−6.5% | Reduced |
| Intech Investment Management LLC | 5,453 | $1.20M | 0.01% | +4,001+275.6% | Added |
| New York State Teachers Retirement System | 5,403 | $1.19M | 0.00% | −656−10.8% | Reduced |
| Susquehanna International Group, LLP | 5,316 | $1.17M | 0.00% | +2,928+122.6% | Added |
| Thrivent Financial for Lutherans | 5,099 | $1.13M | 0.00% | −128−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,098 | $1.12M | 0.02% | +268+5.5% | Added |
| UBS Group AG | 5,088 | $1.12M | 0.00% | +1,293+34.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,818 | $1.07M | 0.00% | +733+17.9% | Added |
| Tudor Investment Corp Et Al | 4,633 | $1.02M | 0.01% | −431−8.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 4,599 | $1.01M | 0.00% | +4,599 | New |
| Creative Planning | 4,298 | $948.1K | 0.00% | +2,184+103.3% | Added |
| MetLife Investment Management | 4,126 | $910.1K | 0.00% | +307+8.0% | Added |
| Kennondale Capital Management LLC | 4,107 | $905.9K | 0.98% | +4,107 | New |
| Vident Advisory, LLC | 4,057 | $894.9K | 0.02% | +175+4.5% | Added |
| BNP Paribas Arbitrage, SA | 3,889 | $857.8K | 0.00% | −415−9.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,849 | $849.0K | 0.00% | +152+4.1% | Added |
| Nebula Research & Development LLC | 3,834 | $845.7K | 0.10% | +283+8.0% | Added |
| State of Alaska, Department of Revenue | 3,777 | $833.0K | 0.01% | −22−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,715 | $819.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 3,734 | $803.3K | 0.00% | +2,328+165.6% | Added |
| Illinois Municipal Retirement Fund | 3,629 | $800.5K | 0.01% | −164−4.3% | Reduced |
| Private Client Services, LLC | 3,622 | $798.9K | 0.43% | +3,622 | New |
| Jump Financial, LLC | 3,612 | $796.7K | 0.02% | −405−10.1% | Reduced |
| Corebridge Financial, Inc. | 3,594 | $792.8K | 0.00% | −283−7.3% | Reduced |
| Squarepoint Ops LLC | 3,592 | $792.3K | 0.00% | −181−4.8% | Reduced |