Skip to main content

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, Q3 2025

Institutional positions in Virtus Investment Partners, Inc. as of Sep 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
229
−13 vs. Q2 2025
Shares held
5.68M
+178.9K (+3.3%) vs. Q2 2025
Total value
$1.08B
+$80.5M (+8.1%) vs. Q2 2025
New holders
26
82 more added
Sold out
39
77 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 229 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 heldQ3 2025: $1.08B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2025.

Institutions holding VRTS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd1$00.00%−6−85.7%Reduced
Huntington National Bank1$1900.00%00.0%Unchanged
Larson Financial Group LLC2$3800.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$3810.00%+2New
Fortis Group Advisors, LLC3$4750.00%00.0%Unchanged
Hughes Financial Services, LLC3$4870.00%−3−50.0%Reduced
Atlantic Trust, LLC3$5710.00%00.0%Unchanged
Bell Investment Advisors, Inc3$5710.00%00.0%Unchanged
Bruce G. Allen Investments, LLC4$7600.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$9500.00%00.0%Unchanged
Spire Wealth Management5$9500.00%00.0%Unchanged
Advisory Services Network, LLC5$9500.00%+5New
Sunbelt Securities, Inc.5$9500.00%+5New
JNBA Financial Advisors5$9510.00%00.0%Unchanged
Bare Financial Services, Inc6$1.14K0.00%00.0%Unchanged
Fairman Group, LLC6$1.14K0.00%00.0%Unchanged
Country Trust Bank7$1.33K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$1.33K0.00%+1+16.7%Added
Prestige Wealth Management Group LLC7$1.33K0.00%00.0%Unchanged
Financial Consulate, Inc8$1.52K0.00%+8New
MTM Investment Management, LLC9$1.71K0.00%00.0%Unchanged
SBI Securities Co., Ltd.10$1.90K0.00%+3+42.9%Added
Hantz Financial Services, Inc.10$2.00K0.00%+3+42.9%Added
Whittier Trust Co of Nevada Inc11$2.11K0.00%00.0%Unchanged
Principal Securities, Inc.12$2.28K0.00%00.0%Unchanged
NBT Bank N A190$2.28K0.00%+178+1,483.3%Added
Annis Gardner Whiting Capital Advisors, LLC12$2.28K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.13$2.47K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$2.85K0.00%00.0%Unchanged
Eastern Bank16$3.04K0.00%00.0%Unchanged
Parkside Financial Bank & Trust18$3.42K0.00%00.0%Unchanged
Private Wealth Management Group, LLC18$3.42K0.00%00.0%Unchanged
Quarry LP20$3.80K0.00%−8−28.6%Reduced
Massmutual Trust Co FSB22$4.18K0.00%00.0%Unchanged
Parallel Advisors, LLC26$4.94K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd25$5.00K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.27$5.00K0.00%+27New
Salomon & Ludwin, LLC31$5.95K0.00%+31New
MAI Capital Management32$6.08K0.00%−14−30.4%Reduced
Fifth Third Bancorp34$6.46K0.00%+2+6.3%Added
IFP Advisors, Inc34$6.46K0.00%+5+17.2%Added
Northwestern Mutual Wealth Management Co36$6.84K0.00%−2−5.3%Reduced
Optiver Holding B.V.38$7.22K0.00%+38New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.39$7.41K0.00%00.0%Unchanged
Rothschild Investment LLC42$7.98K0.00%+36+600.0%Added
Private Wealth Asset Management, LLC44$8.36K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.44$8.37K0.00%+44New
Bessemer Group Inc54$10.0K0.00%+22+68.8%Added
True Wealth Design, LLC53$10.1K0.00%+23+76.7%Added
Jones Financial Companies LLLP57$11.0K0.00%+43+307.1%Added
Wealthspire Advisors, LLC58$11.0K0.00%+58New
Signaturefd, LLC59$11.2K0.00%+4+7.3%Added
MCF Advisors LLC62$11.8K0.00%00.0%Unchanged
Clearstead Advisors, LLC62$11.8K0.00%+22+55.0%Added
GAMMA Investing LLC64$12.2K0.00%+6+10.3%Added
Harbor Capital Advisors, Inc.71$13.0K0.00%−13−15.5%Reduced
Umb Bank N A71$13.5K0.00%+5+7.6%Added
Rise Advisors, LLC75$14.3K0.01%+1+1.4%Added
Versant Capital Management, Inc83$15.8K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd83$15.8K0.01%+83New
Trust Co of Toledo NA90$17.1K0.00%00.0%Unchanged
Smartleaf Asset Management LLC106$20.3K0.00%+11+11.6%Added
Ameritas Advisory Services, LLC115$21.9K0.00%00.0%Unchanged
Allworth Financial LP122$23.2K0.00%+90+281.3%Added
Curat Global, LLC130$24.7K0.02%00.0%Unchanged
US Bancorp131$24.9K0.00%+32+32.3%Added
Hilltop National Bank141$26.8K0.01%00.0%Unchanged
Essential Partners LLC148$28.1K0.01%+53+55.8%Added
Steward Partners Investment Advisory, LLC150$28.5K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC155$29.5K0.00%+52+50.5%Added
St Germain D J Co Inc171$32.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC185$35.2K0.00%+43+30.3%Added
KBC Group NV240$46.0K0.00%00.0%Unchanged
Shell Asset Management Co261$50.0K0.01%−362−58.1%Reduced
Advisors Asset Management, Inc.271$51.5K0.00%+254+1,494.1%Added
Quadrant Capital Group LLC296$56.2K0.00%+296New
Advisor Group Holdings, Inc.307$60.3K0.00%−9−2.8%Reduced
Tower Research Capital LLC (TRC)341$64.8K0.00%−341−50.0%Reduced
Nisa Investment Advisors, LLC393$74.7K0.00%+34+9.5%Added
The PNC Financial Services Group, Inc.402$76.4K0.00%+23+6.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)413$78.5K0.00%00.0%Unchanged
Sterling Capital Management LLC454$86.3K0.00%+276+155.1%Added
Ameritas Investment Partners, Inc.549$104.3K0.00%−140−20.3%Reduced
DekaBank Deutsche Girozentrale584$110.0K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc965$183.4K0.00%−1,900−66.3%Reduced
HM Payson & Co1,000$190.0K0.00%−5−0.5%Reduced
ProShare Advisors LLC1,234$234.5K0.00%−232−15.8%Reduced
Handelsbanken Fonder AB1,300$247.0K0.00%00.0%Unchanged
KLP Kapitalforvaltning AS1,300$247.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund1,392$264.5K0.00%−118−7.8%Reduced
WBI Investments1,476$280.5K0.07%+1,476New
Universal- Beteiligungs- und Servicegesellschaft mbH1,477$280.7K0.00%+213+16.9%Added
Captrust Financial Advisors1,532$291.1K0.00%+1,532New
Magnetar Financial LLC1,581$300.4K0.00%+1,581New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,615$306.9K0.00%−53−3.2%Reduced
Caxton Associates LLP1,643$312.2K0.01%+1,643New
Seizert Capital Partners, LLC1,760$334.5K0.01%+328+22.9%Added
Evergreen Capital Management LLC1,774$337.1K0.01%+1,774New
Polymer Capital Management (US) LLC1,810$344.0K0.05%−444−19.7%Reduced
Police & Firemen's Retirement System of New Jersey1,816$345.1K0.00%+374+25.9%Added