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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3,581 | $789.9K | 0.00% | −968−21.3% | Reduced |
| Mackenzie Financial Corp | 3,511 | $774.5K | 0.00% | +2,233+174.7% | Added |
| EntryPoint Capital, LLC | 3,461 | $763.4K | 0.32% | +1,486+75.2% | Added |
| Asset Management One Co.,Ltd. | 3,423 | $763.1K | 0.00% | +3,309+2,902.6% | Added |
| Manufacturers Life Insurance Company, The | 3,321 | $732.5K | 0.00% | −113−3.3% | Reduced |
| Quadrature Capital Ltd | 3,285 | $725.1K | 0.01% | −749−18.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,261 | $719.3K | 0.05% | +1,038+46.7% | Added |
| Janus Henderson Group PLC | 3,236 | $714.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,200 | $705.9K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,987 | $658.9K | 0.00% | +2,987 | New |
| Mariner, LLC | 2,953 | $651.5K | 0.00% | +389+15.2% | Added |
| Voloridge Investment Management, LLC | 2,831 | $624.5K | 0.00% | +529+23.0% | Added |
| Cetera Investment Advisers | 2,720 | $600.0K | 0.00% | −282−9.4% | Reduced |
| Point72 Asset Management, L.P. | 2,700 | $595.6K | 0.00% | +400+17.4% | Added |
| SEI Investments Co | 2,689 | $593.1K | 0.00% | +401+17.5% | Added |
| New York State Common Retirement Fund | 2,628 | $579.7K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 2,607 | $575.1K | 0.04% | +2,607 | New |
| Yousif Capital Management, LLC | 2,503 | $552.1K | 0.01% | −89−3.4% | Reduced |
| Picton Mahoney Asset Management | 2,421 | $534.0K | 0.02% | +2,421 | New |
| Los Angeles Capital Management LLC | 2,388 | $526.7K | 0.00% | +510+27.2% | Added |
| Comerica Bank | 2,330 | $513.9K | 0.00% | −89−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,286 | $504.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,248 | $495.9K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,176 | $480.0K | 0.00% | −10.0% | Reduced |
| Centiva Capital, LP | 2,082 | $459.2K | 0.02% | −57−2.7% | Reduced |
| RSM US Wealth Management LLC | 2,062 | $455.0K | 0.01% | −43−2.0% | Reduced |
| Arizona State Retirement System | 2,055 | $453.3K | 0.00% | +3+0.1% | Added |
| ProShare Advisors LLC | 2,035 | $448.9K | 0.00% | +626+44.4% | Added |
| HSBC Holdings PLC | 2,008 | $443.6K | 0.00% | +285+16.5% | Added |
| Amalgamated Bank | 1,931 | $426.0K | 0.00% | −48−2.4% | Reduced |
| Capital Investment Advisors, LLC | 1,855 | $409.2K | 0.01% | +4+0.2% | Added |
| Allianz Asset Management GmbH | 1,800 | $397.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 1,767 | $389.8K | 0.01% | +530+42.8% | Added |
| SG Americas Securities, LLC | 1,698 | $375.0K | 0.00% | +1,698 | New |
| KLP Kapitalforvaltning AS | 1,600 | $352.9K | 0.00% | +1,600 | New |
| Oregon Public Employees Retirement Fund | 1,562 | $344.5K | 0.01% | +33+2.2% | Added |
| Aquatic Capital Management LLC | 1,559 | $343.9K | 0.01% | −41−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,445 | $318.7K | 0.00% | +3+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,442 | $318.1K | 0.00% | +1,442 | New |
| Renaissance Technologies LLC | 1,429 | $315.2K | 0.00% | −3,372−70.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,408 | $310.6K | 0.00% | −15−1.1% | Reduced |
| City Center Advisors, LLC | 1,406 | $310.1K | 0.35% | −103−6.8% | Reduced |
| Dark Forest Capital Management LP | 1,396 | $307.9K | 0.05% | −1,628−53.8% | Reduced |
| Engineers Gate Manager LP | 1,318 | $290.7K | 0.01% | +132+11.1% | Added |
| Handelsbanken Fonder AB | 1,300 | $287.0K | 0.00% | +100+8.3% | Added |
| Envestnet Asset Management Inc | 1,271 | $280.4K | 0.00% | +1,271 | New |
| Truist Financial Corp | 1,217 | $268.5K | 0.00% | +13+1.1% | Added |
| Quantbot Technologies LP | 1,204 | $265.6K | 0.01% | −881−42.3% | Reduced |
| HighTower Advisors, LLC | 1,141 | $251.6K | 0.00% | −16−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,131 | $249.5K | 0.00% | +1,131 | New |
| Brevan Howard Capital Management LP | 1,109 | $244.6K | 0.01% | −173−13.5% | Reduced |
| Cornercap Investment Counsel Inc | 1,104 | $243.5K | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 1,099 | $242.5K | 0.00% | −75−6.4% | Reduced |
| Occudo Quantitative Strategies LP | 1,054 | $232.5K | 0.04% | −64−5.7% | Reduced |
| LPL Financial LLC | 1,020 | $225.0K | 0.00% | −10−1.0% | Reduced |
| Mutual of America Capital Management LLC | 1,000 | $220.6K | 0.00% | −2−0.2% | Reduced |
| HM Payson & Co | 1,000 | $220.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 960 | $212.0K | 0.00% | +960 | New |
| Trexquant Investment LP | 947 | $208.9K | 0.00% | +947 | New |
| Everence Capital Management Inc | 920 | $203.0K | 0.01% | +920 | New |
| Shell Asset Management Co | 839 | $185.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 717 | $158.2K | 0.00% | −54−7.0% | Reduced |
| Ameritas Investment Partners, Inc. | 689 | $152.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 584 | $127.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 573 | $126.4K | 0.03% | −117−17.0% | Reduced |
| The PNC Financial Services Group, Inc. | 521 | $114.9K | 0.00% | +46+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $91.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 395 | $87.0K | 0.00% | +150+61.2% | Added |
| CWM, LLC | 339 | $75.0K | 0.00% | +77+29.4% | Added |
| R Squared Ltd | 340 | $75.0K | 0.07% | +340 | New |
| Quadrant Capital Group LLC | 306 | $67.5K | 0.00% | +43+16.3% | Added |
| Headlands Technologies LLC | 291 | $64.2K | 0.01% | +14+5.1% | Added |
| Signaturefd, LLC | 281 | $62.0K | 0.00% | +39+16.1% | Added |
| Lazard Asset Management LLC | 229 | $50.0K | 0.00% | −16−6.5% | Reduced |
| Point72 (DIFC) Ltd | 213 | $47.0K | 0.00% | −397−65.1% | Reduced |
| Smartleaf Asset Management LLC | 200 | $44.1K | 0.00% | +126+170.3% | Added |
| Steward Partners Investment Advisory, LLC | 174 | $38.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 141 | $31.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 110 | $24.3K | 0.00% | −600−84.5% | Reduced |
| Advisor Group Holdings, Inc. | 104 | $22.9K | 0.00% | −11−9.6% | Reduced |
| GAMMA Investing LLC | 80 | $17.6K | 0.00% | +28+53.8% | Added |
| Copeland Capital Management, LLC | 77 | $17.0K | 0.00% | +77 | New |
| Northwestern Mutual Wealth Management Co | 74 | $16.3K | 0.00% | +20+37.0% | Added |
| Harbor Capital Advisors, Inc. | 62 | $14.0K | 0.00% | +6+10.7% | Added |
| US Bancorp | 59 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 59 | $12.9K | 0.01% | +1+1.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 52 | $11.5K | 0.00% | +43+477.8% | Added |
| Fifth Third Bancorp | 51 | $11.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 48 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 45 | $9.93K | 0.00% | +35+350.0% | Added |
| Promethos Capital, LLC | 43 | $9.48K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 42 | $9.27K | 0.00% | +10+31.3% | Added |
| LGT Financial Advisors LLC | 41 | $9.04K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 41 | $9.04K | 0.00% | +41 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $8.58K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 35 | $8.00K | 0.00% | −15−30.0% | Reduced |
| Lindbrook Capital, LLC | 36 | $7.94K | 0.00% | +14+63.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $7.28K | 0.00% | +33 | New |
| Parallel Advisors, LLC | 32 | $7.06K | 0.00% | +17+113.3% | Added |