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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
JTC Employer Solutions Trusteee Ltd25$5.00K0.00%00.0%Unchanged
Parallel Advisors, LLC26$4.72K0.00%−53−67.1%Reduced
Riggs Asset Managment Co. Inc.25$4.54K0.00%00.0%Unchanged
Skopos Labs, Inc.24$4.35K0.00%+19+380.0%Added
Massmutual Trust Co FSB22$3.99K0.00%−21−48.8%Reduced
Private Wealth Management Group, LLC18$3.27K0.00%00.0%Unchanged
Parkside Financial Bank & Trust18$3.27K0.00%+16+800.0%Added
Advisors Asset Management, Inc.17$3.08K0.00%+17New
Eastern Bank16$2.90K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$2.72K0.00%00.0%Unchanged
Jones Financial Companies LLLP14$2.56K0.00%−5−26.3%Reduced
Strategic Wealth Partners, Ltd.13$2.36K0.00%+13New
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
Whittier Trust Co of Nevada Inc11$2.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.10$1.81K0.00%00.0%Unchanged
MTM Investment Management, LLC9$1.63K0.00%+9New
Twin Peaks Wealth Advisors, LLC8$1.55K0.00%+8New
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
Hughes Financial Services, LLC6$1.14K0.00%+6New
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
Covestor Ltd7$1.00K0.00%+6+600.0%Added
Hantz Financial Services, Inc.7$1.00K0.00%+7New
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
SRS Capital Advisors, Inc.4$7260.00%+4New
Bruce G. Allen Investments, LLC4$7260.00%+4New
Bell Investment Advisors, Inc3$5450.00%−11−78.6%Reduced
Atlantic Trust, LLC3$5450.00%+3New
Fortis Group Advisors, LLC3$4540.00%00.0%Unchanged
Larson Financial Group LLC2$3630.00%00.0%Unchanged
Huntington National Bank1$1810.00%−1−50.0%Reduced
Private Trust Co NA1$1810.00%00.0%Unchanged
Bridgeway Capital Management, LLC0$00.00%−21,456−100.0%Sold out
Martingale Asset Management L P0$00.00%−11,737−100.0%Sold out
Panagora Asset Management Inc0$00.00%−10,807−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−6,988−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−6,103−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,978−100.0%Sold out
HSBC Holdings PLC0$00.00%−4,787−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−3,474−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−2,957−100.0%Sold out
Amundi0$00.00%−3,070−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,847−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−2,672−100.0%Sold out
Walleye Capital LLC0$00.00%−2,224−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−1,936−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−1,800−100.0%Sold out
MQS Management LLC0$00.00%−1,644−100.0%Sold out
Inceptionr LLC0$00.00%−1,630−100.0%Sold out
Trexquant Investment LP0$00.00%−1,481−100.0%Sold out
CIBC World Markets Corp0$00.00%−1,477−100.0%Sold out
Truist Financial Corp0$00.00%−1,215−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,179−100.0%Sold out
Asset Management One Co.,Ltd.0$00.00%−737−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−542−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−295−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−131−100.0%Sold out
Promethos Capital, LLC0$00.00%−43−100.0%Sold out
Boston Private Wealth LLC0$00.00%−25−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−23−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−12−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−5−100.0%Sold out
Horizon Investments, LLC0$00.00%−3−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−1−100.0%Sold out
Hemington Wealth Management0$00.00%−1−100.0%Sold out
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed