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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, 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.

Institutional holdersQ4 2024: 238 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 heldQ4 2024: $1.24B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2024.

Institutions holding VRTS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management4$00.00%+3+300.0%Added
Covestor Ltd1$00.00%+1New
Horizon Investments, LLC1$2180.00%+1New
SJS Investment Consulting Inc.1$2210.00%00.0%Unchanged
Private Trust Co NA1$2210.00%00.0%Unchanged
Bruce G. Allen Investments, LLC1$2210.00%00.0%Unchanged
Rothschild Investment LLC2$4410.00%00.0%Unchanged
Larson Financial Group LLC2$4410.00%00.0%Unchanged
IFP Advisors, Inc2$4410.00%+2New
Parkside Financial Bank & Trust2$4420.00%00.0%Unchanged
Fortis Group Advisors, LLC3$5510.00%00.0%Unchanged
MAI Capital Management3$6620.00%+3New
JNBA Financial Advisors5$1.10K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$1.10K0.00%00.0%Unchanged
SBI Securities Co., Ltd.5$1.10K0.00%+5New
Fairman Group, LLC6$1.32K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.54K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC7$1.54K0.00%00.0%Unchanged
Spire Wealth Management9$1.99K0.00%00.0%Unchanged
True Wealth Design, LLC9$1.99K0.00%00.0%Unchanged
Huntington National Bank10$2.21K0.00%+9+900.0%Added
Whittier Trust Co of Nevada Inc11$2.43K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$2.58K0.00%+15New
NBT Bank N A12$2.65K0.00%00.0%Unchanged
Allworth Financial LP13$2.72K0.00%+5+62.5%Added
Hazlett, Burt & Watson, Inc.12$3.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP14$3.09K0.00%+14New
Bell Investment Advisors, Inc15$3.31K0.00%00.0%Unchanged
Continuum Advisory, LLC15$3.31K0.00%+15New
Eastern Bank16$3.53K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC16$3.53K0.00%+16New
Private Wealth Management Group, LLC18$3.97K0.00%00.0%Unchanged
Principal Securities, Inc.20$4.41K0.00%+7+53.8%Added
Farther Finance Advisors, LLC24$5.29K0.00%−27−52.9%Reduced
EverSource Wealth Advisors, LLC24$5.29K0.00%+5+26.3%Added
Riggs Asset Managment Co. Inc.25$5.52K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd25$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB28$6.18K0.00%+1+3.7%Added
Parallel Advisors, LLC32$7.06K0.00%+17+113.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC33$7.28K0.00%+33New
Lindbrook Capital, LLC36$7.94K0.00%+14+63.6%Added
Bessemer Group Inc35$8.00K0.00%−15−30.0%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.39$8.58K0.00%00.0%Unchanged
LGT Financial Advisors LLC41$9.04K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.41$9.04K0.00%+41New
Umb Bank N A42$9.27K0.00%+10+31.3%Added
Promethos Capital, LLC43$9.48K0.00%00.0%Unchanged
Sterling Capital Management LLC45$9.93K0.00%+35+350.0%Added
Hollencrest Capital Management48$10.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.49$10.8K0.00%00.0%Unchanged
Fifth Third Bancorp51$11.3K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.52$11.5K0.00%+43+477.8%Added
Rise Advisors, LLC59$12.9K0.01%+1+1.7%Added
US Bancorp59$13.0K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.62$14.0K0.00%+6+10.7%Added
Northwestern Mutual Wealth Management Co74$16.3K0.00%+20+37.0%Added
Copeland Capital Management, LLC77$17.0K0.00%+77New
GAMMA Investing LLC80$17.6K0.00%+28+53.8%Added
Advisor Group Holdings, Inc.104$22.9K0.00%−11−9.6%Reduced
Nisa Investment Advisors, LLC110$24.3K0.00%−600−84.5%Reduced
Hilltop National Bank141$31.1K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC174$38.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC200$44.1K0.00%+126+170.3%Added
Point72 (DIFC) Ltd213$47.0K0.00%−397−65.1%Reduced
Lazard Asset Management LLC229$50.0K0.00%−16−6.5%Reduced
Signaturefd, LLC281$62.0K0.00%+39+16.1%Added
Headlands Technologies LLC291$64.2K0.01%+14+5.1%Added
Quadrant Capital Group LLC306$67.5K0.00%+43+16.3%Added
R Squared Ltd340$75.0K0.07%+340New
CWM, LLC339$75.0K0.00%+77+29.4%Added
KBC Group NV395$87.0K0.00%+150+61.2%Added
Zurcher Kantonalbank (Zurich Cantonalbank)413$91.1K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.521$114.9K0.00%+46+9.7%Added
Point72 Asia (Singapore) Pte. Ltd.573$126.4K0.03%−117−17.0%Reduced
DekaBank Deutsche Girozentrale584$127.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.689$152.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)717$158.2K0.00%−54−7.0%Reduced
Shell Asset Management Co839$185.0K0.01%00.0%Unchanged
Everence Capital Management Inc920$203.0K0.01%+920New
Trexquant Investment LP947$208.9K0.00%+947New
Cambridge Investment Research Advisors, Inc.960$212.0K0.00%+960New
Mutual of America Capital Management LLC1,000$220.6K0.00%−2−0.2%Reduced
HM Payson & Co1,000$220.6K0.00%00.0%Unchanged
LPL Financial LLC1,020$225.0K0.00%−10−1.0%Reduced
Occudo Quantitative Strategies LP1,054$232.5K0.04%−64−5.7%Reduced
QRG Capital Management, Inc.1,099$242.5K0.00%−75−6.4%Reduced
Cornercap Investment Counsel Inc1,104$243.5K0.08%00.0%Unchanged
Brevan Howard Capital Management LP1,109$244.6K0.01%−173−13.5%Reduced
Mitsubishi UFJ Trust & Banking Corp1,131$249.5K0.00%+1,131New
HighTower Advisors, LLC1,141$251.6K0.00%−16−1.4%Reduced
Quantbot Technologies LP1,204$265.6K0.01%−881−42.3%Reduced
Truist Financial Corp1,217$268.5K0.00%+13+1.1%Added
Envestnet Asset Management Inc1,271$280.4K0.00%+1,271New
Handelsbanken Fonder AB1,300$287.0K0.00%+100+8.3%Added
Engineers Gate Manager LP1,318$290.7K0.01%+132+11.1%Added
Dark Forest Capital Management LP1,396$307.9K0.05%−1,628−53.8%Reduced
City Center Advisors, LLC1,406$310.1K0.35%−103−6.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,408$310.6K0.00%−15−1.1%Reduced
Renaissance Technologies LLC1,429$315.2K0.00%−3,372−70.2%Reduced
Police & Firemen's Retirement System of New Jersey1,442$318.1K0.00%+1,442New