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.
| 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, 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 |
|---|---|---|---|---|---|
| HRT Financial LP | 17,076 | $3.10M | 0.01% | +6,613+63.2% | Added |
| Russell Investments Group, Ltd. | 17,563 | $3.19M | 0.00% | +5,460+45.1% | Added |
| Legal & General Group Plc | 17,621 | $3.19M | 0.00% | −453−2.5% | Reduced |
| Meritage Portfolio Management | 19,789 | $3.59M | 0.23% | −752−3.7% | Reduced |
| UBS Asset Management Americas Inc | 20,427 | $3.71M | 0.00% | +4,197+25.9% | Added |
| Prudential Financial Inc | 15,939 | $3.73M | 0.00% | +1,076+7.2% | Added |
| Rhumbline Advisers | 21,901 | $3.97M | 0.00% | +642+3.0% | Added |
| Public Sector Pension Investment Board | 22,197 | $4.03M | 0.02% | +1,244+5.9% | Added |
| AWH Capital, L.P. | 24,742 | $4.49M | 5.23% | +1,500+6.5% | Added |
| Invesco Ltd. | 26,097 | $4.73M | 0.00% | −5,330−17.0% | Reduced |
| Ameriprise Financial Inc | 29,038 | $5.27M | 0.00% | +2,221+8.3% | Added |
| Jump Financial, LLC | 30,322 | $5.50M | 0.07% | +25,642+547.9% | Added |
| First Trust Advisors LP | 32,143 | $5.83M | 0.00% | +14,962+87.1% | Added |
| Qube Research & Technologies Ltd | 32,177 | $5.84M | 0.01% | −14,425−31.0% | Reduced |
| Principal Financial Group Inc | 32,218 | $5.84M | 0.00% | −7,411−18.7% | Reduced |
| Goldman Sachs Group Inc | 32,889 | $5.97M | 0.00% | −23,093−41.3% | Reduced |
| Bank of America Corp | 35,147 | $6.38M | 0.00% | +4,382+14.2% | Added |
| Man Group plc | 36,577 | $6.64M | 0.01% | +4,116+12.7% | Added |
| Price T Rowe Associates Inc | 39,250 | $7.12M | 0.00% | −28,821−42.3% | Reduced |
| Norges Bank | 39,563 | $7.18M | 0.00% | +6,856+21.0% | Added |
| Algert Global LLC | 50,776 | $9.21M | 0.19% | +21,989+76.4% | Added |
| Nuveen, LLC | 51,896 | $9.41M | 0.00% | −4,026−7.2% | Reduced |
| Gator Capital Management, LLC | 60,710 | $11.0M | 3.43% | −100−0.2% | Reduced |
| Fisher Asset Management, LLC | 62,790 | $11.4M | 0.00% | −4,181−6.2% | Reduced |
| Glenmede Investment Management, LP | 67,800 | $12.3M | 0.06% | +67,800 | New |
| AQR Capital Management LLC | 71,347 | $12.9M | 0.01% | +18,956+36.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 73,170 | $13.3M | 0.04% | +9,340+14.6% | Added |
| Vulcan Value Partners, LLC | 86,440 | $15.7M | 0.28% | −260−0.3% | Reduced |
| Bank of New York Mellon Corp | 90,416 | $16.4M | 0.00% | +4,252+4.9% | Added |
| Brown Advisory Inc | 101,954 | $18.5M | 0.02% | +18,143+21.6% | Added |
| JPMorgan Chase & Co | 104,330 | $18.9M | 0.00% | −12,515−10.7% | Reduced |
| Morgan Stanley | 107,326 | $19.5M | 0.00% | +15,626+17.0% | Added |
| Northern Trust Corp | 107,596 | $19.5M | 0.00% | −430.0% | Reduced |
| Victory Capital Management Inc | 109,555 | $19.9M | 0.01% | +14,881+15.7% | Added |
| Royal Bank of Canada | 112,041 | $20.3M | 0.00% | +17,266+18.2% | Added |
| American Century Companies Inc | 125,962 | $22.8M | 0.01% | +12,770+11.3% | Added |
| WCM Investment Management, LLC | 125,078 | $22.9M | 0.05% | +22,900+22.4% | Added |
| Geode Capital Management, LLC | 154,982 | $28.1M | 0.00% | +961+0.6% | Added |
| State Street Corp | 281,916 | $51.1M | 0.00% | −6,754−2.3% | Reduced |
| Dimensional Fund Advisors LP | 300,823 | $54.6M | 0.01% | −4,878−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 304,527 | $55.2M | 0.01% | +4,566+1.5% | Added |
| Vanguard Group Inc | 870,296 | $157.9M | 0.00% | −32,280−3.6% | Reduced |
| BlackRock, Inc. | 999,565 | $181.3M | 0.00% | −70,345−6.6% | Reduced |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −21,456−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,847−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,672−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |