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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $172 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $173 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $173 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 1 | $174 | 0.00% | −23−95.8% | Reduced |
| Huntington National Bank | 2 | $344 | 0.00% | −8−80.0% | Reduced |
| Parkside Financial Bank & Trust | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $345 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $510 | 0.00% | +2+200.0% | Added |
| MAI Capital Management | 3 | $518 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $862 | 0.00% | −4−44.4% | Reduced |
| Spire Wealth Management | 5 | $862 | 0.00% | −4−44.4% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $862 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $862 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $862 | 0.00% | +5 | New |
| Skopos Labs, Inc. | 5 | $862 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $1.03K | 0.00% | +1+20.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $1.25K | 0.00% | −5−38.5% | Reduced |
| Fairman Group, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.38K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $1.38K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.72K | 0.00% | −42−80.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $2.07K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $2.41K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 14 | $2.41K | 0.00% | −1−6.7% | Reduced |
| Medallion Wealth Advisors, LLC | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $2.76K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 16 | $2.76K | 0.00% | +14+700.0% | Added |
| EverSource Wealth Advisors, LLC | 17 | $2.93K | 0.00% | −7−29.2% | Reduced |
| Private Wealth Management Group, LLC | 18 | $3.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $3.29K | 0.00% | +5+35.7% | Added |
| Stonebridge Financial Group, LLC | 23 | $3.96K | 0.00% | +7+43.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 25 | $4.31K | 0.00% | +25 | New |
| Principal Securities, Inc. | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 26 | $4.48K | 0.00% | −19−42.2% | Reduced |
| Lindbrook Capital, LLC | 29 | $5.00K | 0.00% | −7−19.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 30 | $5.17K | 0.00% | −44−59.5% | Reduced |
| Umb Bank N A | 35 | $6.03K | 0.00% | −7−16.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $6.72K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 40 | $6.89K | 0.00% | −40−50.0% | Reduced |
| Fifth Third Bancorp | 43 | $7.41K | 0.00% | −8−15.7% | Reduced |
| Promethos Capital, LLC | 43 | $7.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $7.41K | 0.00% | +15+53.6% | Added |
| Private Wealth Asset Management, LLC | 44 | $7.58K | 0.00% | +44 | New |
| Hollencrest Capital Management | 48 | $8.27K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 73 | $12.6K | 0.01% | +14+23.7% | Added |
| Parallel Advisors, LLC | 79 | $13.6K | 0.00% | +47+146.9% | Added |
| Harbor Capital Advisors, Inc. | 87 | $15.0K | 0.00% | +25+40.3% | Added |
| Versant Capital Management, Inc | 90 | $15.5K | 0.00% | +90 | New |
| Nisa Investment Advisors, LLC | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 115 | $19.8K | 0.00% | +56+94.9% | Added |
| Hillsdale Investment Management Inc. | 125 | $21.5K | 0.00% | +125 | New |
| Curat Global, LLC | 130 | $22.4K | 0.03% | +130 | New |
| Aster Capital Management (DIFC) Ltd | 131 | $24.6K | 0.00% | +131 | New |
| Headlands Technologies LLC | 146 | $25.2K | 0.00% | −145−49.8% | Reduced |
| Smartleaf Asset Management LLC | 152 | $26.3K | 0.00% | −48−24.0% | Reduced |
| Advisor Group Holdings, Inc. | 166 | $28.6K | 0.00% | +62+59.6% | Added |
| Steward Partners Investment Advisory, LLC | 174 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 206 | $35.0K | 0.00% | −23−10.0% | Reduced |
| CWM, LLC | 211 | $36.0K | 0.00% | −128−37.8% | Reduced |
| Coldstream Capital Management Inc | 295 | $50.8K | 0.00% | +295 | New |
| Signaturefd, LLC | 366 | $63.1K | 0.00% | +85+30.2% | Added |
| KBC Group NV | 395 | $68.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $71.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 484 | $83.4K | 0.00% | −37−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 542 | $93.0K | 0.00% | +542 | New |
| DekaBank Deutsche Girozentrale | 584 | $100.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 689 | $118.8K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 737 | $127.0K | 0.00% | −2,686−78.5% | Reduced |
| Shell Asset Management Co | 805 | $139.0K | 0.01% | −34−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 864 | $148.9K | 0.00% | +147+20.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 895 | $154.2K | 0.04% | +322+56.2% | Added |
| HM Payson & Co | 1,000 | $172.4K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,032 | $177.9K | 0.00% | −527−33.8% | Reduced |
| SG Americas Securities, LLC | 1,179 | $203.0K | 0.00% | −519−30.6% | Reduced |
| Truist Financial Corp | 1,215 | $209.4K | 0.00% | −2−0.2% | Reduced |
| City Center Advisors, LLC | 1,229 | $211.8K | 0.25% | −177−12.6% | Reduced |
| Entropy Technologies, LP | 1,270 | $218.9K | 0.02% | +1,270 | New |
| Handelsbanken Fonder AB | 1,300 | $224.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,300 | $224.1K | 0.00% | −300−18.8% | Reduced |
| Quantinno Capital Management LP | 1,352 | $233.0K | 0.00% | +1,352 | New |
| R Squared Ltd | 1,400 | $241.3K | 0.26% | +1,060+311.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,442 | $248.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,448 | $249.6K | 0.00% | +3+0.2% | Added |
| Oregon Public Employees Retirement Fund | 1,462 | $252.0K | 0.00% | −100−6.4% | Reduced |
| Seizert Capital Partners, LLC | 1,467 | $252.9K | 0.01% | +1,467 | New |
| CIBC World Markets Corp | 1,477 | $254.6K | 0.00% | +1,477 | New |
| Trexquant Investment LP | 1,481 | $255.3K | 0.00% | +534+56.4% | Added |
| ProShare Advisors LLC | 1,567 | $270.1K | 0.00% | −468−23.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,579 | $272.2K | 0.00% | +171+12.1% | Added |
| Inceptionr LLC | 1,630 | $280.9K | 0.08% | +1,630 | New |
| MQS Management LLC | 1,644 | $283.4K | 0.16% | +1,644 | New |
| Cubist Systematic Strategies, LLC | 1,693 | $291.7K | 0.00% | −4,349−72.0% | Reduced |