Virtus Investment Partners, Inc.

VRTS

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000883237

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Virtus Investment Partners, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of VRTS: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	228	1	238	+11
Shares	5.64M	28	5.62M	−25.5K (−0.5%)
Value	$1.18B	$5.87K	$1.24B	+$57.3M (+4.9%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Virtus Investment Partners, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to VRTS in Q4 2024
Institution	Shares	Value	% of portfolio
Zacks Investment Management	14,165	$3.12M	0.03%
Arrowstreet Capital, Limited Partnership	4,599	$1.01M	0.00%
Kennondale Capital Management LLC	4,107	$905.9K	0.98%
Private Client Services, LLC	3,622	$798.9K	0.43%
Connor, Clark & Lunn Investment Management Ltd.	2,987	$658.9K	0.00%
Voleon Capital Management LP	2,607	$575.1K	0.04%
Picton Mahoney Asset Management	2,421	$534.0K	0.02%
SG Americas Securities, LLC	1,698	$375.0K	0.00%
KLP Kapitalforvaltning AS	1,600	$352.9K	0.00%
Police & Firemen's Retirement System of New Jersey	1,442	$318.1K	0.00%
Envestnet Asset Management Inc	1,271	$280.4K	0.00%
Mitsubishi UFJ Trust & Banking Corp	1,131	$249.5K	0.00%
Cambridge Investment Research Advisors, Inc.	960	$212.0K	0.00%
Trexquant Investment LP	947	$208.9K	0.00%
Everence Capital Management Inc	920	$203.0K	0.01%
R Squared Ltd	340	$75.0K	0.07%
Copeland Capital Management, LLC	77	$17.0K	0.00%
Cullen/Frost Bankers, Inc.	41	$9.04K	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	33	$7.28K	0.00%
Stonebridge Financial Group, LLC	16	$3.53K	0.00%
Continuum Advisory, LLC	15	$3.31K	0.00%
Jones Financial Companies LLLP	14	$3.09K	0.00%
Medallion Wealth Advisors, LLC	15	$2.58K	0.00%
SBI Securities Co., Ltd.	5	$1.10K	0.00%
MAI Capital Management	3	$662	0.00%
IFP Advisors, Inc	2	$441	0.00%
Horizon Investments, LLC	1	$218	0.00%
Covestor Ltd	1	$0	0.00%

Sold out (17)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of VRTS in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Citadel Advisors LLC	17,700	$3.71M
Summit Global Investments	5,526	$1.16M
Edgestream Partners, L.P.	5,428	$1.14M
Castlekeep Investment Advisors LLC	4,095	$857.7K
Petrus Trust Company, LTA	2,388	$500.2K
XTX Topco Ltd	1,980	$414.7K
Gsa Capital Partners LLP	1,126	$236.0K
Atria Wealth Solutions, Inc.	1,092	$228.7K
MQS Management LLC	1,086	$227.5K
Cerity Partners LLC	1,021	$213.8K
Ronald Blue Trust, Inc.	317	$71.6K
nVerses Capital, LLC	200	$41.9K
Quarry LP	127	$26.6K
Capital Performance Advisors LLP	11	$2.30K
Northwest Financial Advisors	11	$2.30K
First Pacific Financial	8	$1.68K
Mendota Financial Group, LLC	1	$210

Not filed for Q4 2024 yet (1)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Planning Capital Management Corp	28	$5.87K