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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 28 | $6.18K | 0.00% | +1+3.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $5.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $5.29K | 0.00% | −27−52.9% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $5.29K | 0.00% | +5+26.3% | Added |
| Principal Securities, Inc. | 20 | $4.41K | 0.00% | +7+53.8% | Added |
| Private Wealth Management Group, LLC | 18 | $3.97K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $3.53K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 16 | $3.53K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $3.31K | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 14 | $3.09K | 0.00% | +14 | New |
| Hazlett, Burt & Watson, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $2.72K | 0.00% | +5+62.5% | Added |
| NBT Bank N A | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $2.58K | 0.00% | +15 | New |
| Whittier Trust Co of Nevada Inc | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $2.21K | 0.00% | +9+900.0% | Added |
| True Wealth Design, LLC | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $1.10K | 0.00% | +5 | New |
| MAI Capital Management | 3 | $662 | 0.00% | +3 | New |
| Fortis Group Advisors, LLC | 3 | $551 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $442 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $441 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $441 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $441 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1 | $218 | 0.00% | +1 | New |
| Hemington Wealth Management | 4 | $0 | 0.00% | +3+300.0% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| 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 |