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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, 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.

Institutional holdersQ2 2025: 243 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ2 2025: $1.01B
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$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.

Institutions holding VRTS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$1810.00%−1−50.0%Reduced
Private Trust Co NA1$1810.00%00.0%Unchanged
Larson Financial Group LLC2$3630.00%00.0%Unchanged
Fortis Group Advisors, LLC3$4540.00%00.0%Unchanged
Bell Investment Advisors, Inc3$5450.00%−11−78.6%Reduced
Atlantic Trust, LLC3$5450.00%+3New
SRS Capital Advisors, Inc.4$7260.00%+4New
Bruce G. Allen Investments, LLC4$7260.00%+4New
Farmers & Merchants Investments Inc5$9070.00%00.0%Unchanged
JNBA Financial Advisors5$9070.00%00.0%Unchanged
Spire Wealth Management5$9070.00%00.0%Unchanged
Stephens Consulting, LLC5$9070.00%+5New
Caitong International Asset Management Co., Ltd5$9070.00%+5New
Covestor Ltd7$1.00K0.00%+6+600.0%Added
Hantz Financial Services, Inc.7$1.00K0.00%+7New
Rothschild Investment LLC6$1.09K0.00%−10−62.5%Reduced
Bare Financial Services, Inc6$1.09K0.00%−2−25.0%Reduced
Fairman Group, LLC6$1.09K0.00%00.0%Unchanged
Tortoise Investment Management, LLC6$1.09K0.00%+6New
Hughes Financial Services, LLC6$1.14K0.00%+6New
Prestige Wealth Management Group LLC7$1.27K0.00%00.0%Unchanged
SBI Securities Co., Ltd.7$1.27K0.00%+1+16.7%Added
Country Trust Bank7$1.27K0.00%+7New
Twin Peaks Wealth Advisors, LLC8$1.55K0.00%+8New
MTM Investment Management, LLC9$1.63K0.00%+9New
Thurston, Springer, Miller, Herd & Titak, Inc.10$1.81K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$2.00K0.00%00.0%Unchanged
Principal Securities, Inc.12$2.18K0.00%−8−40.0%Reduced
South State Corp.12$2.18K0.00%−2−14.3%Reduced
NBT Bank N A12$2.18K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC12$2.18K0.00%+12New
Strategic Wealth Partners, Ltd.13$2.36K0.00%+13New
Jones Financial Companies LLLP14$2.56K0.00%−5−26.3%Reduced
Medallion Wealth Advisors, LLC15$2.72K0.00%00.0%Unchanged
Eastern Bank16$2.90K0.00%00.0%Unchanged
Advisors Asset Management, Inc.17$3.08K0.00%+17New
Private Wealth Management Group, LLC18$3.27K0.00%00.0%Unchanged
Parkside Financial Bank & Trust18$3.27K0.00%+16+800.0%Added
Massmutual Trust Co FSB22$3.99K0.00%−21−48.8%Reduced
Skopos Labs, Inc.24$4.35K0.00%+19+380.0%Added
Riggs Asset Managment Co. Inc.25$4.54K0.00%00.0%Unchanged
Parallel Advisors, LLC26$4.72K0.00%−53−67.1%Reduced
JTC Employer Solutions Trusteee Ltd25$5.00K0.00%00.0%Unchanged
Quarry LP28$5.08K0.00%+20+250.0%Added
IFP Advisors, Inc29$5.26K0.00%+29New
True Wealth Design, LLC30$5.44K0.00%+25+500.0%Added
Fifth Third Bancorp32$5.80K0.00%−11−25.6%Reduced
Allworth Financial LP32$5.80K0.00%+24+300.0%Added
Bessemer Group Inc32$6.00K0.00%+32New
Northwestern Mutual Wealth Management Co38$6.89K0.00%+8+26.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.39$7.08K0.00%00.0%Unchanged
Clearstead Advisors, LLC40$7.26K0.00%+40New
Private Wealth Asset Management, LLC44$7.98K0.00%00.0%Unchanged
MAI Capital Management46$8.35K0.00%+43+1,433.3%Added
Hollencrest Capital Management48$8.71K0.00%00.0%Unchanged
Signaturefd, LLC55$9.98K0.00%−311−85.0%Reduced
GAMMA Investing LLC58$10.5K0.00%+18+45.0%Added
MCF Advisors LLC62$11.2K0.00%+62New
Umb Bank N A66$12.0K0.00%+31+88.6%Added
Rise Advisors, LLC74$13.5K0.01%+1+1.4%Added
Harbor Capital Advisors, Inc.84$15.0K0.00%−3−3.4%Reduced
Versant Capital Management, Inc83$15.1K0.00%−7−7.8%Reduced
Trust Co of Toledo NA90$16.3K0.00%+90New
Essential Partners LLC95$17.2K0.01%+95New
Smartleaf Asset Management LLC95$17.4K0.00%−57−37.5%Reduced
US Bancorp99$18.0K0.00%−16−13.9%Reduced
EverSource Wealth Advisors, LLC103$18.7K0.00%+86+505.9%Added
Headlands Technologies LLC105$19.0K0.00%−41−28.1%Reduced
Ameritas Advisory Services, LLC115$20.9K0.00%+115New
Hillsdale Investment Management Inc.125$22.7K0.00%00.0%Unchanged
Curat Global, LLC130$23.6K0.02%00.0%Unchanged
Hilltop National Bank141$25.6K0.01%+141New
Farther Finance Advisors, LLC142$25.8K0.00%+141+14,100.0%Added
Steward Partners Investment Advisory, LLC150$27.2K0.00%−24−13.8%Reduced
St Germain D J Co Inc171$31.0K0.00%+171New
Sterling Capital Management LLC178$32.3K0.00%+152+584.6%Added
KBC Group NV240$44.0K0.00%−155−39.2%Reduced
Advisor Group Holdings, Inc.316$57.4K0.00%+150+90.4%Added
Nisa Investment Advisors, LLC359$65.1K0.00%+249+226.4%Added
The PNC Financial Services Group, Inc.379$68.8K0.00%−105−21.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)413$74.9K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.574$104.2K0.02%−321−35.9%Reduced
DekaBank Deutsche Girozentrale584$106.0K0.00%00.0%Unchanged
Erste Asset Management GmbH600$109.9K0.00%+600New
Shell Asset Management Co623$113.0K0.00%−182−22.6%Reduced
Tower Research Capital LLC (TRC)682$123.7K0.00%−182−21.1%Reduced
Ameritas Investment Partners, Inc.689$125.0K0.00%00.0%Unchanged
Raymond James Financial Inc809$146.8K0.00%+809New
HM Payson & Co1,005$182.3K0.00%+5+0.5%Added
R Squared Ltd1,120$203.2K0.11%−280−20.0%Reduced
City Center Advisors, LLC1,126$204.3K0.22%−103−8.4%Reduced
Two Sigma Securities, LLC1,133$205.5K0.03%+1,133New
Oxford Asset Management LLP1,199$217.5K0.07%+1,199New
Teacher Retirement System of Texas1,216$220.6K0.00%−12,819−91.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH1,264$229.3K0.00%−4,430−77.8%Reduced
KLP Kapitalforvaltning AS1,300$235.8K0.00%00.0%Unchanged
Handelsbanken Fonder AB1,300$236.0K0.00%00.0%Unchanged
Seizert Capital Partners, LLC1,432$259.8K0.01%−35−2.4%Reduced
Police & Firemen's Retirement System of New Jersey1,442$261.6K0.00%00.0%Unchanged
ProShare Advisors LLC1,466$265.9K0.00%−101−6.4%Reduced