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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 21,483 | $4.74M | 0.00% | −59−0.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $5.07M | 0.33% | −2,000−8.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,094 | $5.09M | 0.01% | −3,698−13.8% | Reduced |
| Ameriprise Financial Inc | 24,921 | $5.50M | 0.00% | +228+0.9% | Added |
| Bridgeway Capital Management, LLC | 25,456 | $5.62M | 0.13% | −6,232−19.7% | Reduced |
| AWH Capital, L.P. | 26,150 | $5.77M | 6.86% | 00.0% | Unchanged |
| Algert Global LLC | 26,917 | $5.94M | 0.14% | +750+2.9% | Added |
| Man Group plc | 29,390 | $6.48M | 0.02% | +146+0.5% | Added |
| Invesco Ltd. | 29,774 | $6.57M | 0.00% | +212+0.7% | Added |
| Bank of America Corp | 30,246 | $6.67M | 0.00% | +1,876+6.6% | Added |
| Principal Financial Group Inc | 38,339 | $8.46M | 0.00% | +1,377+3.7% | Added |
| Norges Bank | 43,082 | $9.50M | 0.00% | −3,528−7.6% | Reduced |
| Qube Research & Technologies Ltd | 44,612 | $9.84M | 0.02% | −5,297−10.6% | Reduced |
| Nuveen Asset Management, LLC | 45,632 | $10.1M | 0.00% | +795+1.8% | Added |
| AQR Capital Management LLC | 46,395 | $10.2M | 0.01% | −1,973−4.1% | Reduced |
| Millennium Management LLC | 53,054 | $11.7M | 0.01% | −2,319−4.2% | Reduced |
| Goldman Sachs Group Inc | 57,187 | $12.6M | 0.00% | +9,326+19.5% | Added |
| Glenmede Trust Co NA | 58,068 | $12.8M | 0.07% | −698−1.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 60,890 | $13.4M | 0.04% | +4,290+7.6% | Added |
| Basswood Capital Management, L.L.C. | 61,846 | $13.6M | 0.80% | −48,583−44.0% | Reduced |
| Price T Rowe Associates Inc | 70,971 | $15.7M | 0.00% | −12,186−14.7% | Reduced |
| Fisher Asset Management, LLC | 71,600 | $15.8M | 0.01% | +3,224+4.7% | Added |
| American Century Companies Inc | 81,738 | $18.0M | 0.01% | +20,544+33.6% | Added |
| Brown Advisory Inc | 84,962 | $18.7M | 0.02% | −2,743−3.1% | Reduced |
| Bank of New York Mellon Corp | 88,501 | $19.5M | 0.00% | −3,185−3.5% | Reduced |
| Victory Capital Management Inc | 93,648 | $20.7M | 0.02% | −4,978−5.0% | Reduced |
| Vulcan Value Partners, LLC | 98,628 | $21.8M | 0.36% | −16,449−14.3% | Reduced |
| Morgan Stanley | 103,051 | $22.7M | 0.00% | −30,464−22.8% | Reduced |
| Northern Trust Corp | 106,104 | $23.4M | 0.00% | +9,793+10.2% | Added |
| WCM Investment Management, LLC | 108,927 | $24.0M | 0.06% | −4,965−4.4% | Reduced |
| Royal Bank of Canada | 111,711 | $24.6M | 0.01% | −1,927−1.7% | Reduced |
| Geode Capital Management, LLC | 150,069 | $33.1M | 0.00% | −1,259−0.8% | Reduced |
| JPMorgan Chase & Co | 158,028 | $34.9M | 0.00% | +12,642+8.7% | Added |
| Charles Schwab Investment Management Inc | 276,880 | $61.1M | 0.01% | +21,344+8.4% | Added |
| State Street Corp | 295,922 | $65.3M | 0.00% | −1,229−0.4% | Reduced |
| Dimensional Fund Advisors LP | 320,893 | $70.8M | 0.02% | −3,912−1.2% | Reduced |
| Vanguard Group Inc | 902,739 | $199.1M | 0.00% | +1,833+0.2% | Added |
| BlackRock, Inc. | 1,068,209 | $235.6M | 0.00% | +9,001+0.8% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Planning Capital Management Corp | – | – | – | – | Not filed |