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 | 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, 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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,445 | $318.7K | 0.00% | +3+0.2% | Added |
| Aquatic Capital Management LLC | 1,559 | $343.9K | 0.01% | −41−2.6% | Reduced |
| Oregon Public Employees Retirement Fund | 1,562 | $344.5K | 0.01% | +33+2.2% | Added |
| KLP Kapitalforvaltning AS | 1,600 | $352.9K | 0.00% | +1,600 | New |
| SG Americas Securities, LLC | 1,698 | $375.0K | 0.00% | +1,698 | New |
| Magnetar Financial LLC | 1,767 | $389.8K | 0.01% | +530+42.8% | Added |
| Allianz Asset Management GmbH | 1,800 | $397.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,855 | $409.2K | 0.01% | +4+0.2% | Added |
| Amalgamated Bank | 1,931 | $426.0K | 0.00% | −48−2.4% | Reduced |
| HSBC Holdings PLC | 2,008 | $443.6K | 0.00% | +285+16.5% | Added |
| ProShare Advisors LLC | 2,035 | $448.9K | 0.00% | +626+44.4% | Added |
| Arizona State Retirement System | 2,055 | $453.3K | 0.00% | +3+0.1% | Added |
| RSM US Wealth Management LLC | 2,062 | $455.0K | 0.01% | −43−2.0% | Reduced |
| Centiva Capital, LP | 2,082 | $459.2K | 0.02% | −57−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,176 | $480.0K | 0.00% | −10.0% | Reduced |
| Maryland State Retirement & Pension System | 2,248 | $495.9K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,286 | $504.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,330 | $513.9K | 0.00% | −89−3.7% | Reduced |
| Los Angeles Capital Management LLC | 2,388 | $526.7K | 0.00% | +510+27.2% | Added |
| Picton Mahoney Asset Management | 2,421 | $534.0K | 0.02% | +2,421 | New |
| Yousif Capital Management, LLC | 2,503 | $552.1K | 0.01% | −89−3.4% | Reduced |
| Voleon Capital Management LP | 2,607 | $575.1K | 0.04% | +2,607 | New |
| New York State Common Retirement Fund | 2,628 | $579.7K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 2,689 | $593.1K | 0.00% | +401+17.5% | Added |
| Point72 Asset Management, L.P. | 2,700 | $595.6K | 0.00% | +400+17.4% | Added |
| Cetera Investment Advisers | 2,720 | $600.0K | 0.00% | −282−9.4% | Reduced |
| Voloridge Investment Management, LLC | 2,831 | $624.5K | 0.00% | +529+23.0% | Added |
| Mariner, LLC | 2,953 | $651.5K | 0.00% | +389+15.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,987 | $658.9K | 0.00% | +2,987 | New |
| Louisiana State Employees Retirement System | 3,200 | $705.9K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,236 | $714.9K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,261 | $719.3K | 0.05% | +1,038+46.7% | Added |
| Quadrature Capital Ltd | 3,285 | $725.1K | 0.01% | −749−18.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,321 | $732.5K | 0.00% | −113−3.3% | Reduced |
| Asset Management One Co.,Ltd. | 3,423 | $763.1K | 0.00% | +3,309+2,902.6% | Added |
| EntryPoint Capital, LLC | 3,461 | $763.4K | 0.32% | +1,486+75.2% | Added |
| Mackenzie Financial Corp | 3,511 | $774.5K | 0.00% | +2,233+174.7% | Added |
| Wells Fargo & Company | 3,581 | $789.9K | 0.00% | −968−21.3% | Reduced |
| Squarepoint Ops LLC | 3,592 | $792.3K | 0.00% | −181−4.8% | Reduced |
| Corebridge Financial, Inc. | 3,594 | $792.8K | 0.00% | −283−7.3% | Reduced |
| Jump Financial, LLC | 3,612 | $796.7K | 0.02% | −405−10.1% | Reduced |
| Private Client Services, LLC | 3,622 | $798.9K | 0.43% | +3,622 | New |
| Illinois Municipal Retirement Fund | 3,629 | $800.5K | 0.01% | −164−4.3% | Reduced |
| Amundi | 3,734 | $803.3K | 0.00% | +2,328+165.6% | Added |
| Ensign Peak Advisors, Inc | 3,715 | $819.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 3,777 | $833.0K | 0.01% | −22−0.6% | Reduced |
| Nebula Research & Development LLC | 3,834 | $845.7K | 0.10% | +283+8.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,849 | $849.0K | 0.00% | +152+4.1% | Added |
| BNP Paribas Arbitrage, SA | 3,889 | $857.8K | 0.00% | −415−9.6% | Reduced |
| Vident Advisory, LLC | 4,057 | $894.9K | 0.02% | +175+4.5% | Added |
| Kennondale Capital Management LLC | 4,107 | $905.9K | 0.98% | +4,107 | New |
| MetLife Investment Management | 4,126 | $910.1K | 0.00% | +307+8.0% | Added |
| Creative Planning | 4,298 | $948.1K | 0.00% | +2,184+103.3% | Added |
| Arrowstreet Capital, Limited Partnership | 4,599 | $1.01M | 0.00% | +4,599 | New |
| Tudor Investment Corp Et Al | 4,633 | $1.02M | 0.01% | −431−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,818 | $1.07M | 0.00% | +733+17.9% | Added |
| UBS Group AG | 5,088 | $1.12M | 0.00% | +1,293+34.1% | Added |
| Exchange Traded Concepts, LLC | 5,098 | $1.12M | 0.02% | +268+5.5% | Added |
| Thrivent Financial for Lutherans | 5,099 | $1.13M | 0.00% | −128−2.4% | Reduced |
| Susquehanna International Group, LLP | 5,316 | $1.17M | 0.00% | +2,928+122.6% | Added |
| New York State Teachers Retirement System | 5,403 | $1.19M | 0.00% | −656−10.8% | Reduced |
| Intech Investment Management LLC | 5,453 | $1.20M | 0.01% | +4,001+275.6% | Added |
| Santa Monica Partners LP | 5,680 | $1.25M | 0.68% | −396−6.5% | Reduced |
| Voya Investment Management LLC | 5,796 | $1.28M | 0.00% | −167−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 6,042 | $1.33M | 0.02% | −3,478−36.5% | Reduced |
| Deutsche Bank AG | 6,166 | $1.36M | 0.00% | −1,851−23.1% | Reduced |
| Balyasny Asset Management LLC | 6,271 | $1.38M | 0.00% | −4,465−41.6% | Reduced |
| California State Teachers Retirement System | 6,602 | $1.46M | 0.00% | −116−1.7% | Reduced |
| State of Tennessee, Treasury Department | 6,716 | $1.48M | 0.01% | +2,308+52.4% | Added |
| Great West Life Assurance Co | 6,883 | $1.52M | 0.00% | +284+4.3% | Added |
| Quest Partners LLC | 6,967 | $1.54M | 0.20% | −2,588−27.1% | Reduced |
| Alliancebernstein L.P. | 7,676 | $1.69M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 7,700 | $1.70M | 0.00% | +600+8.5% | Added |
| D. E. Shaw & Co., Inc. | 7,802 | $1.72M | 0.00% | +2,357+43.3% | Added |
| FMR LLC | 8,089 | $1.78M | 0.00% | −6,491−44.5% | Reduced |
| Russell Investments Group, Ltd. | 8,722 | $1.92M | 0.00% | −2,327−21.1% | Reduced |
| Verition Fund Management LLC | 8,987 | $1.98M | 0.01% | +5,299+143.7% | Added |
| Teacher Retirement System of Texas | 9,036 | $1.99M | 0.01% | +1,375+17.9% | Added |
| Franklin Resources Inc | 9,167 | $2.02M | 0.00% | −649−6.6% | Reduced |
| Citigroup Inc | 9,780 | $2.16M | 0.00% | +1,036+11.8% | Added |
| Jane Street Group, LLC | 9,872 | $2.18M | 0.00% | +654+7.1% | Added |
| Huber Capital Management LLC | 9,968 | $2.20M | 0.44% | −1,000−9.1% | Reduced |
| Marshall Wace, LLP | 10,442 | $2.30M | 0.00% | +6,714+180.1% | Added |
| Panagora Asset Management Inc | 10,804 | $2.38M | 0.01% | −1,423−11.6% | Reduced |
| Villanova Investment Management Co LLC | 11,436 | $2.52M | 2.25% | +1,104+10.7% | Added |
| ExodusPoint Capital Management, LP | 11,736 | $2.59M | 0.03% | +8,960+322.8% | Added |
| Two Sigma Investments, LP | 11,843 | $2.61M | 0.01% | −6,473−35.3% | Reduced |
| Martingale Asset Management L P | 12,395 | $2.73M | 0.07% | +2,651+27.2% | Added |
| HRT Financial LP | 13,239 | $2.92M | 0.02% | −720−5.2% | Reduced |
| Swiss National Bank | 13,900 | $3.07M | 0.00% | −100−0.7% | Reduced |
| Zacks Investment Management | 14,165 | $3.12M | 0.03% | +14,165 | New |
| Brandywine Global Investment Management, LLC | 14,698 | $3.24M | 0.02% | −601−3.9% | Reduced |
| Barclays PLC | 15,304 | $3.38M | 0.00% | +1,185+8.4% | Added |
| Prudential Financial Inc | 16,124 | $3.56M | 0.00% | +4,970+44.6% | Added |
| Public Sector Pension Investment Board | 16,453 | $3.63M | 0.02% | +2,320+16.4% | Added |
| First Trust Advisors LP | 17,262 | $3.81M | 0.00% | +5,684+49.1% | Added |
| UBS Asset Management Americas Inc | 17,329 | $3.82M | 0.00% | +913+5.6% | Added |
| Legal & General Group Plc | 18,393 | $4.07M | 0.00% | +476+2.7% | Added |
| Gator Capital Management, LLC | 20,915 | $4.61M | 1.74% | +2,590+14.1% | Added |
| Meritage Portfolio Management | 20,973 | $4.63M | 0.29% | −1,348−6.0% | Reduced |