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 $861.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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
- 243
- +9 vs. Q1 2025
- Shares held
- 5.54M
- −23.2K (−0.4%) vs. Q1 2025
- Total value
- $1.01B
- +$44.8M (+4.7%) vs. Q1 2025
- New holders
- 43
- 81 more added
- Sold out
- 34
- 85 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $861.9M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.9M |
| Q3 2025 | 229 | $1.10B |
| Q2 2025 | 243 | $1.03B |
| Q1 2025 | 236 | $972.6M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.21B |
| Q2 2024 | 223 | $1.33B |
| Q1 2024 | 212 | $1.50B |
| Q4 2023 | 188 | $1.43B |
| Q3 2023 | 175 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.20B |
| Q4 2022 | 178 | $1.16B |
| Q3 2022 | 176 | $956.9M |
| Q2 2022 | 175 | $1.03B |
| Q1 2022 | 187 | $1.51B |
| Q4 2021 | 200 | $1.99B |
| Q3 2021 | 198 | $1.99B |
| Q2 2021 | 194 | $1.77B |
| Q1 2021 | 177 | $1.48B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 999,565 | $181.3M | 0.00% | −70,345−6.6% | Reduced |
| Vanguard Group Inc | 870,296 | $157.9M | 0.00% | −32,280−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 304,527 | $55.2M | 0.01% | +4,566+1.5% | Added |
| Dimensional Fund Advisors LP | 300,823 | $54.6M | 0.01% | −4,878−1.6% | Reduced |
| State Street Corp | 281,916 | $51.1M | 0.00% | −6,754−2.3% | Reduced |
| Geode Capital Management, LLC | 154,982 | $28.1M | 0.00% | +961+0.6% | Added |
| WCM Investment Management, LLC | 125,078 | $22.9M | 0.05% | +22,900+22.4% | Added |
| American Century Companies Inc | 125,962 | $22.8M | 0.01% | +12,770+11.3% | Added |
| Royal Bank of Canada | 112,041 | $20.3M | 0.00% | +17,266+18.2% | Added |
| Victory Capital Management Inc | 109,555 | $19.9M | 0.01% | +14,881+15.7% | Added |
| Northern Trust Corp | 107,596 | $19.5M | 0.00% | −430.0% | Reduced |
| Morgan Stanley | 107,326 | $19.5M | 0.00% | +15,626+17.0% | Added |
| JPMorgan Chase & Co | 104,330 | $18.9M | 0.00% | −12,515−10.7% | Reduced |
| Brown Advisory Inc | 101,954 | $18.5M | 0.02% | +18,143+21.6% | Added |
| Bank of New York Mellon Corp | 90,416 | $16.4M | 0.00% | +4,252+4.9% | Added |
| Vulcan Value Partners, LLC | 86,440 | $15.7M | 0.28% | −260−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 73,170 | $13.3M | 0.04% | +9,340+14.6% | Added |
| AQR Capital Management LLC | 71,347 | $12.9M | 0.01% | +18,956+36.2% | Added |
| Glenmede Investment Management, LP | 67,800 | $12.3M | 0.06% | +67,800 | New |
| Fisher Asset Management, LLC | 62,790 | $11.4M | 0.00% | −4,181−6.2% | Reduced |
| Gator Capital Management, LLC | 60,710 | $11.0M | 3.43% | −100−0.2% | Reduced |
| Nuveen, LLC | 51,896 | $9.41M | 0.00% | −4,026−7.2% | Reduced |
| Algert Global LLC | 50,776 | $9.21M | 0.19% | +21,989+76.4% | Added |
| Norges Bank | 39,563 | $7.18M | 0.00% | +6,856+21.0% | Added |
| Price T Rowe Associates Inc | 39,250 | $7.12M | 0.00% | −28,821−42.3% | Reduced |
| Man Group plc | 36,577 | $6.64M | 0.01% | +4,116+12.7% | Added |
| Bank of America Corp | 35,147 | $6.38M | 0.00% | +4,382+14.2% | Added |
| Goldman Sachs Group Inc | 32,889 | $5.97M | 0.00% | −23,093−41.3% | Reduced |
| Principal Financial Group Inc | 32,218 | $5.84M | 0.00% | −7,411−18.7% | Reduced |
| Qube Research & Technologies Ltd | 32,177 | $5.84M | 0.01% | −14,425−31.0% | Reduced |
| First Trust Advisors LP | 32,143 | $5.83M | 0.00% | +14,962+87.1% | Added |
| Jump Financial, LLC | 30,322 | $5.50M | 0.07% | +25,642+547.9% | Added |
| Ameriprise Financial Inc | 29,038 | $5.27M | 0.00% | +2,221+8.3% | Added |
| Invesco Ltd. | 26,097 | $4.73M | 0.00% | −5,330−17.0% | Reduced |
| AWH Capital, L.P. | 24,742 | $4.49M | 5.23% | +1,500+6.5% | Added |
| Public Sector Pension Investment Board | 22,197 | $4.03M | 0.02% | +1,244+5.9% | Added |
| Rhumbline Advisers | 21,901 | $3.97M | 0.00% | +642+3.0% | Added |
| Prudential Financial Inc | 15,939 | $3.73M | 0.00% | +1,076+7.2% | Added |
| UBS Asset Management Americas Inc | 20,427 | $3.71M | 0.00% | +4,197+25.9% | Added |
| Meritage Portfolio Management | 19,789 | $3.59M | 0.23% | −752−3.7% | Reduced |
| Legal & General Group Plc | 17,621 | $3.19M | 0.00% | −453−2.5% | Reduced |
| Russell Investments Group, Ltd. | 17,563 | $3.19M | 0.00% | +5,460+45.1% | Added |
| HRT Financial LP | 17,076 | $3.10M | 0.01% | +6,613+63.2% | Added |
| Barclays PLC | 15,582 | $2.83M | 0.00% | +2,665+20.6% | Added |
| Huber Capital Management LLC | 15,468 | $2.81M | 0.48% | +6,900+80.5% | Added |
| Dark Forest Capital Management LP | 15,326 | $2.78M | 0.11% | +15,326 | New |
| Brandywine Global Investment Management, LLC | 13,593 | $2.47M | 0.02% | −500−3.5% | Reduced |
| BNP Paribas Arbitrage, SA | 13,541 | $2.46M | 0.00% | +6,414+90.0% | Added |
| Swiss National Bank | 12,600 | $2.29M | 0.00% | −300−2.3% | Reduced |
| Jane Street Group, LLC | 12,308 | $2.23M | 0.00% | −3,235−20.8% | Reduced |
| Citigroup Inc | 11,852 | $2.15M | 0.00% | +1,886+18.9% | Added |
| Arrowstreet Capital, Limited Partnership | 11,776 | $2.14M | 0.00% | +2,429+26.0% | Added |
| Verition Fund Management LLC | 11,134 | $2.02M | 0.01% | +2,206+24.7% | Added |
| Villanova Investment Management Co LLC | 10,516 | $1.91M | 1.98% | +6,580+167.2% | Added |
| D. E. Shaw & Co., Inc. | 9,933 | $1.80M | 0.00% | −6,520−39.6% | Reduced |
| Millennium Management LLC | 9,907 | $1.80M | 0.00% | −48,881−83.1% | Reduced |
| Franklin Resources Inc | 9,706 | $1.76M | 0.00% | +604+6.6% | Added |
| Deutsche Bank AG | 9,580 | $1.74M | 0.00% | −506−5.0% | Reduced |
| Basswood Capital Management, L.L.C. | 9,464 | $1.72M | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,218 | $1.67M | 0.00% | −794−7.9% | Reduced |
| Marshall Wace, LLP | 9,008 | $1.63M | 0.00% | −6,645−42.5% | Reduced |
| Denali Advisors LLC | 9,004 | $1.63M | 0.17% | +9,004 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,947 | $1.62M | 0.01% | +4,194+88.2% | Added |
| Numerai GP LLC | 8,495 | $1.54M | 0.22% | +3,242+61.7% | Added |
| Balyasny Asset Management LLC | 8,199 | $1.49M | 0.00% | −7,913−49.1% | Reduced |
| Voya Investment Management LLC | 7,946 | $1.44M | 0.00% | −95−1.2% | Reduced |
| Alliancebernstein L.P. | 7,665 | $1.39M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 7,360 | $1.34M | 0.00% | −1,359−15.6% | Reduced |
| State of Tennessee, Treasury Department | 7,238 | $1.31M | 0.00% | +522+7.8% | Added |
| Schonfeld Strategic Advisors LLC | 7,231 | $1.31M | 0.01% | +7,231 | New |
| Renaissance Technologies LLC | 7,229 | $1.31M | 0.00% | −4,500−38.4% | Reduced |
| Virginia Retirement Systems Et Al | 7,178 | $1.30M | 0.01% | +300+4.4% | Added |
| XTX Topco Ltd | 7,030 | $1.28M | 0.05% | +1,442+25.8% | Added |
| Two Sigma Investments, LP | 6,826 | $1.24M | 0.00% | −3,331−32.8% | Reduced |
| Lazard Asset Management LLC | 6,460 | $1.17M | 0.00% | +6,254+3,035.9% | Added |
| Cubist Systematic Strategies, LLC | 6,431 | $1.17M | 0.01% | +4,738+279.9% | Added |
| Ieq Capital, LLC | 6,376 | $1.16M | 0.01% | +6,376 | New |
| UBS Group AG | 6,192 | $1.12M | 0.00% | −4,717−43.2% | Reduced |
| California State Teachers Retirement System | 6,107 | $1.11M | 0.00% | −495−7.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $1.09M | 0.00% | +6,000 | New |
| Squarepoint Ops LLC | 5,996 | $1.09M | 0.00% | −975−14.0% | Reduced |
| Exchange Traded Concepts, LLC | 5,984 | $1.09M | 0.01% | +344+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 5,911 | $1.07M | 0.00% | +535+10.0% | Added |
| Great West Life Assurance Co | 5,835 | $1.06M | 0.00% | −518−8.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,800 | $1.05M | 0.02% | +5,800 | New |
| New York State Teachers Retirement System | 5,403 | $980.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,358 | $971.9K | 0.00% | +2,900+118.0% | Added |
| Nebula Research & Development LLC | 5,306 | $962.5K | 0.08% | −1,835−25.7% | Reduced |
| Quantbot Technologies LP | 5,250 | $952.4K | 0.02% | +1,240+30.9% | Added |
| FMR LLC | 5,083 | $922.0K | 0.00% | −1,620−24.2% | Reduced |
| Thrivent Financial for Lutherans | 4,777 | $867.0K | 0.00% | −69−1.4% | Reduced |
| Wells Fargo & Company | 4,609 | $836.0K | 0.00% | +1,113+31.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,603 | $835.0K | 0.02% | +4,603 | New |
| Axq Capital, LP | 4,415 | $800.9K | 0.26% | +2,670+153.0% | Added |
| Summit Global Investments | 4,382 | $795.0K | 0.05% | +4,382 | New |
| Kennondale Capital Management LLC | 4,107 | $745.0K | 0.76% | 00.0% | Unchanged |
| MetLife Investment Management | 4,063 | $737.0K | 0.00% | +131+3.3% | Added |
| Engineers Gate Manager LP | 3,994 | $724.5K | 0.01% | +1,355+51.3% | Added |
| CenterBook Partners LP | 3,884 | $704.6K | 0.04% | +3,884 | New |
| State of Alaska, Department of Revenue | 3,861 | $699.0K | 0.01% | +205+5.6% | Added |