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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 21,259 | $3.66M | 0.00% | −224−1.0% | Reduced |
| Bridgeway Capital Management, LLC | 21,456 | $3.70M | 0.09% | −4,000−15.7% | Reduced |
| AWH Capital, L.P. | 23,242 | $4.01M | 5.81% | −2,908−11.1% | Reduced |
| Ameriprise Financial Inc | 26,817 | $4.62M | 0.00% | +1,896+7.6% | Added |
| Algert Global LLC | 28,787 | $4.96M | 0.12% | +1,870+6.9% | Added |
| Bank of America Corp | 30,765 | $5.30M | 0.00% | +519+1.7% | Added |
| Invesco Ltd. | 31,427 | $5.42M | 0.00% | +1,653+5.6% | Added |
| Man Group plc | 32,461 | $5.59M | 0.02% | +3,071+10.4% | Added |
| Norges Bank | 32,707 | $5.64M | 0.00% | −10,375−24.1% | Reduced |
| Principal Financial Group Inc | 39,629 | $6.83M | 0.00% | +1,290+3.4% | Added |
| Qube Research & Technologies Ltd | 46,602 | $8.03M | 0.01% | +1,990+4.5% | Added |
| AQR Capital Management LLC | 52,391 | $9.03M | 0.01% | +5,996+12.9% | Added |
| Nuveen, LLC | 55,922 | $9.64M | 0.00% | +55,922 | New |
| Goldman Sachs Group Inc | 55,982 | $9.65M | 0.00% | −1,205−2.1% | Reduced |
| Glenmede Trust Co NA | 56,566 | $9.75M | 0.05% | −1,502−2.6% | Reduced |
| Millennium Management LLC | 58,788 | $10.1M | 0.01% | +5,734+10.8% | Added |
| Gator Capital Management, LLC | 60,810 | $10.5M | 4.01% | +39,895+190.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 63,830 | $11.0M | 0.04% | +2,940+4.8% | Added |
| Fisher Asset Management, LLC | 66,971 | $11.5M | 0.00% | −4,629−6.5% | Reduced |
| Price T Rowe Associates Inc | 68,071 | $11.7M | 0.00% | −2,900−4.1% | Reduced |
| Brown Advisory Inc | 83,811 | $14.4M | 0.02% | −1,151−1.4% | Reduced |
| Bank of New York Mellon Corp | 86,164 | $14.9M | 0.00% | −2,337−2.6% | Reduced |
| Vulcan Value Partners, LLC | 86,700 | $14.9M | 0.28% | −11,928−12.1% | Reduced |
| Morgan Stanley | 91,700 | $15.8M | 0.00% | −11,351−11.0% | Reduced |
| Victory Capital Management Inc | 94,674 | $16.3M | 0.02% | +1,026+1.1% | Added |
| Royal Bank of Canada | 94,775 | $16.3M | 0.00% | −16,936−15.2% | Reduced |
| WCM Investment Management, LLC | 102,178 | $17.7M | 0.05% | −6,749−6.2% | Reduced |
| Northern Trust Corp | 107,639 | $18.6M | 0.00% | +1,535+1.4% | Added |
| American Century Companies Inc | 113,192 | $19.5M | 0.01% | +31,454+38.5% | Added |
| JPMorgan Chase & Co | 116,845 | $20.1M | 0.00% | −41,183−26.1% | Reduced |
| Geode Capital Management, LLC | 154,021 | $26.6M | 0.00% | +3,952+2.6% | Added |
| State Street Corp | 288,670 | $49.8M | 0.00% | −7,252−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 299,961 | $51.7M | 0.01% | +23,081+8.3% | Added |
| Dimensional Fund Advisors LP | 305,701 | $52.7M | 0.01% | −15,192−4.7% | Reduced |
| Vanguard Group Inc | 902,576 | $155.6M | 0.00% | −1630.0% | Reduced |
| BlackRock, Inc. | 1,069,910 | $184.4M | 0.00% | +1,701+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −14,165−100.0% | Sold out |
| Santa Monica Partners LP | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,831−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,099−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |