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, Q1 2025
Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2025. 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
- 236
- 0 vs. Q4 2024
- Shares held
- 5.62M
- +51.9K (+0.9%) vs. Q4 2024
- Total value
- $971.3M
- −$257.3M (−20.9%) vs. Q4 2024
- New holders
- 32
- 72 more added
- Sold out
- 32
- 91 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,069,910 | $184.4M | 0.00% | +1,701+0.2% | Added |
| Vanguard Group Inc | 902,576 | $155.6M | 0.00% | −1630.0% | Reduced |
| Dimensional Fund Advisors LP | 305,701 | $52.7M | 0.01% | −15,192−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 299,961 | $51.7M | 0.01% | +23,081+8.3% | Added |
| State Street Corp | 288,670 | $49.8M | 0.00% | −7,252−2.5% | Reduced |
| Geode Capital Management, LLC | 154,021 | $26.6M | 0.00% | +3,952+2.6% | Added |
| JPMorgan Chase & Co | 116,845 | $20.1M | 0.00% | −41,183−26.1% | Reduced |
| American Century Companies Inc | 113,192 | $19.5M | 0.01% | +31,454+38.5% | Added |
| Northern Trust Corp | 107,639 | $18.6M | 0.00% | +1,535+1.4% | Added |
| WCM Investment Management, LLC | 102,178 | $17.7M | 0.05% | −6,749−6.2% | Reduced |
| Royal Bank of Canada | 94,775 | $16.3M | 0.00% | −16,936−15.2% | Reduced |
| Victory Capital Management Inc | 94,674 | $16.3M | 0.02% | +1,026+1.1% | Added |
| Morgan Stanley | 91,700 | $15.8M | 0.00% | −11,351−11.0% | Reduced |
| Vulcan Value Partners, LLC | 86,700 | $14.9M | 0.28% | −11,928−12.1% | Reduced |
| Bank of New York Mellon Corp | 86,164 | $14.9M | 0.00% | −2,337−2.6% | Reduced |
| Brown Advisory Inc | 83,811 | $14.4M | 0.02% | −1,151−1.4% | Reduced |
| Price T Rowe Associates Inc | 68,071 | $11.7M | 0.00% | −2,900−4.1% | Reduced |
| Fisher Asset Management, LLC | 66,971 | $11.5M | 0.00% | −4,629−6.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 63,830 | $11.0M | 0.04% | +2,940+4.8% | Added |
| Gator Capital Management, LLC | 60,810 | $10.5M | 4.01% | +39,895+190.7% | Added |
| Millennium Management LLC | 58,788 | $10.1M | 0.01% | +5,734+10.8% | Added |
| Glenmede Trust Co NA | 56,566 | $9.75M | 0.05% | −1,502−2.6% | Reduced |
| Goldman Sachs Group Inc | 55,982 | $9.65M | 0.00% | −1,205−2.1% | Reduced |
| Nuveen, LLC | 55,922 | $9.64M | 0.00% | +55,922 | New |
| AQR Capital Management LLC | 52,391 | $9.03M | 0.01% | +5,996+12.9% | Added |
| Qube Research & Technologies Ltd | 46,602 | $8.03M | 0.01% | +1,990+4.5% | Added |
| Principal Financial Group Inc | 39,629 | $6.83M | 0.00% | +1,290+3.4% | Added |
| Norges Bank | 32,707 | $5.64M | 0.00% | −10,375−24.1% | Reduced |
| Man Group plc | 32,461 | $5.59M | 0.02% | +3,071+10.4% | Added |
| Invesco Ltd. | 31,427 | $5.42M | 0.00% | +1,653+5.6% | Added |
| Bank of America Corp | 30,765 | $5.30M | 0.00% | +519+1.7% | Added |
| Algert Global LLC | 28,787 | $4.96M | 0.12% | +1,870+6.9% | Added |
| Ameriprise Financial Inc | 26,817 | $4.62M | 0.00% | +1,896+7.6% | Added |
| AWH Capital, L.P. | 23,242 | $4.01M | 5.81% | −2,908−11.1% | Reduced |
| Bridgeway Capital Management, LLC | 21,456 | $3.70M | 0.09% | −4,000−15.7% | Reduced |
| Rhumbline Advisers | 21,259 | $3.66M | 0.00% | −224−1.0% | Reduced |
| Public Sector Pension Investment Board | 20,953 | $3.61M | 0.02% | +4,500+27.4% | Added |
| Meritage Portfolio Management | 20,541 | $3.54M | 0.23% | −432−2.1% | Reduced |
| Prudential Financial Inc | 14,863 | $3.53M | 0.01% | −1,261−7.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,966 | $3.27M | 0.00% | −4,128−17.9% | Reduced |
| Legal & General Group Plc | 18,074 | $3.12M | 0.00% | −319−1.7% | Reduced |
| Citadel Advisors LLC | 18,007 | $3.10M | 0.00% | +18,007 | New |
| First Trust Advisors LP | 17,181 | $2.96M | 0.00% | −81−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 16,453 | $2.84M | 0.00% | +8,651+110.9% | Added |
| UBS Asset Management Americas Inc | 16,230 | $2.80M | 0.00% | −1,099−6.3% | Reduced |
| Balyasny Asset Management LLC | 16,112 | $2.78M | 0.01% | +9,841+156.9% | Added |
| Marshall Wace, LLP | 15,653 | $2.70M | 0.00% | +5,211+49.9% | Added |
| Jane Street Group, LLC | 15,543 | $2.68M | 0.00% | +5,671+57.4% | Added |
| Brandywine Global Investment Management, LLC | 14,093 | $2.43M | 0.02% | −605−4.1% | Reduced |
| Teacher Retirement System of Texas | 14,035 | $2.42M | 0.01% | +4,999+55.3% | Added |
| Barclays PLC | 12,917 | $2.23M | 0.00% | −2,387−15.6% | Reduced |
| Swiss National Bank | 12,900 | $2.22M | 0.00% | −1,000−7.2% | Reduced |
| Russell Investments Group, Ltd. | 12,103 | $2.09M | 0.00% | +3,381+38.8% | Added |
| Martingale Asset Management L P | 11,737 | $2.02M | 0.05% | −658−5.3% | Reduced |
| Renaissance Technologies LLC | 11,729 | $2.02M | 0.00% | +10,300+720.8% | Added |
| Villanova Investment Management Co LLC | 3,936 | $1.97M | 1.95% | −7,500−65.6% | Reduced |
| UBS Group AG | 10,909 | $1.88M | 0.00% | +5,821+114.4% | Added |
| Panagora Asset Management Inc | 10,807 | $1.86M | 0.01% | +30.0% | Added |
| HRT Financial LP | 10,463 | $1.80M | 0.01% | −2,776−21.0% | Reduced |
| Two Sigma Investments, LP | 10,157 | $1.75M | 0.00% | −1,686−14.2% | Reduced |
| Deutsche Bank AG | 10,086 | $1.74M | 0.00% | +3,920+63.6% | Added |
| Susquehanna International Group, LLP | 10,012 | $1.73M | 0.00% | +4,696+88.3% | Added |
| Citigroup Inc | 9,966 | $1.72M | 0.00% | +186+1.9% | Added |
| Basswood Capital Management, L.L.C. | 9,464 | $1.63M | 0.09% | −52,382−84.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,347 | $1.61M | 0.00% | +4,748+103.2% | Added |
| Franklin Resources Inc | 9,102 | $1.57M | 0.00% | −65−0.7% | Reduced |
| Verition Fund Management LLC | 8,928 | $1.54M | 0.01% | −59−0.7% | Reduced |
| Creative Planning | 8,719 | $1.50M | 0.00% | +4,421+102.9% | Added |
| Quest Partners LLC | 8,716 | $1.50M | 0.16% | +1,749+25.1% | Added |
| Huber Capital Management LLC | 8,568 | $1.48M | 0.28% | −1,400−14.0% | Reduced |
| Voya Investment Management LLC | 8,041 | $1.39M | 0.00% | +2,245+38.7% | Added |
| Alliancebernstein L.P. | 7,665 | $1.32M | 0.00% | −11−0.1% | Reduced |
| Two Sigma Advisers, LP | 7,300 | $1.26M | 0.00% | −400−5.2% | Reduced |
| Nebula Research & Development LLC | 7,141 | $1.23M | 0.11% | +3,307+86.3% | Added |
| BNP Paribas Arbitrage, SA | 7,127 | $1.23M | 0.00% | +3,238+83.3% | Added |
| Transcend Wealth Collective, LLC | 6,988 | $1.20M | 0.09% | +6,988 | New |
| Squarepoint Ops LLC | 6,971 | $1.20M | 0.00% | +3,379+94.1% | Added |
| Virginia Retirement Systems Et Al | 6,878 | $1.19M | 0.01% | +6,878 | New |
| State of Tennessee, Treasury Department | 6,716 | $1.16M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,703 | $1.16M | 0.00% | −1,386−17.1% | Reduced |
| California State Teachers Retirement System | 6,602 | $1.14M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,587 | $1.14M | 0.01% | +1,134+20.8% | Added |
| Great West Life Assurance Co | 6,353 | $1.09M | 0.00% | −530−7.7% | Reduced |
| Edgestream Partners, L.P. | 6,103 | $1.05M | 0.04% | +6,103 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 5,694 | $981.4K | 0.00% | +5,694 | New |
| Exchange Traded Concepts, LLC | 5,640 | $972.1K | 0.02% | +542+10.6% | Added |
| XTX Topco Ltd | 5,588 | $963.1K | 0.05% | +5,588 | New |
| Mirae Asset Global Investments Co., Ltd. | 5,376 | $931.4K | 0.00% | +558+11.6% | Added |
| New York State Teachers Retirement System | 5,403 | $931.0K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 5,253 | $905.4K | 0.17% | +5,253 | New |
| Brevan Howard Capital Management LP | 5,105 | $879.9K | 0.02% | +3,996+360.3% | Added |
| Magnetar Financial LLC | 4,978 | $858.0K | 0.01% | +3,211+181.7% | Added |
| Thrivent Financial for Lutherans | 4,846 | $835.0K | 0.00% | −253−5.0% | Reduced |
| HSBC Holdings PLC | 4,787 | $819.3K | 0.00% | +2,779+138.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,753 | $819.2K | 0.00% | +1,766+59.1% | Added |
| Jump Financial, LLC | 4,680 | $806.6K | 0.01% | +1,068+29.6% | Added |
| Mackenzie Financial Corp | 4,241 | $731.0K | 0.00% | +730+20.8% | Added |
| Kennondale Capital Management LLC | 4,107 | $707.9K | 0.77% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,010 | $691.2K | 0.02% | +2,806+233.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,952 | $681.2K | 0.00% | +103+2.7% | Added |