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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 3,456 | $656.7K | 0.02% | −11,870−77.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,428 | $655.7K | 0.00% | +1,770+106.8% | Added |
| State of Alaska, Department of Revenue | 3,455 | $655.0K | 0.01% | −406−10.5% | Reduced |
| Vident Advisory, LLC | 3,387 | $643.6K | 0.01% | +280+9.0% | Added |
| Engineers Gate Manager LP | 3,367 | $639.8K | 0.01% | −627−15.7% | Reduced |
| Citigroup Inc | 3,104 | $589.9K | 0.00% | −8,748−73.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,054 | $580.4K | 0.00% | −549−15.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,043 | $578.3K | 0.00% | −216−6.6% | Reduced |
| Intech Investment Management LLC | 2,990 | $568.2K | 0.01% | +324+12.2% | Added |
| Louisiana State Employees Retirement System | 2,900 | $551.1K | 0.01% | −100−3.3% | Reduced |
| Zacks Investment Management | 2,841 | $539.9K | 0.00% | +2,841 | New |
| Marshall Wace, LLP | 2,689 | $511.0K | 0.00% | −6,319−70.1% | Reduced |
| Renaissance Technologies LLC | 2,529 | $480.6K | 0.00% | −4,700−65.0% | Reduced |
| New York State Common Retirement Fund | 2,458 | $467.1K | 0.00% | −2,900−54.1% | Reduced |
| First Citizens Bank & Trust Co | 2,456 | $466.7K | 0.01% | −92−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,387 | $453.6K | 0.00% | −92−3.7% | Reduced |
| Janus Henderson Group PLC | 2,236 | $424.3K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,203 | $418.6K | 0.01% | −15−0.7% | Reduced |
| Cetera Investment Advisers | 2,082 | $395.7K | 0.00% | −62−2.9% | Reduced |
| EntryPoint Capital, LLC | 1,969 | $374.2K | 0.14% | −1,097−35.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,969 | $374.2K | 0.01% | +1,965+49,125.0% | Added |
| Yousif Capital Management, LLC | 1,966 | $373.6K | 0.00% | −470−19.3% | Reduced |
| Squarepoint Ops LLC | 1,955 | $371.5K | 0.00% | −4,041−67.4% | Reduced |
| Arizona State Retirement System | 1,942 | $369.0K | 0.00% | +20+1.0% | Added |
| Mercer Global Advisors Inc | 1,930 | $366.8K | 0.00% | +1,930 | New |
| Comerica Bank | 1,858 | $353.2K | 0.00% | −474−20.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,856 | $353.0K | 0.00% | −430−18.8% | Reduced |
| Amalgamated Bank | 1,859 | $353.0K | 0.00% | −5−0.3% | Reduced |
| Voleon Capital Management LP | 1,842 | $350.0K | 0.01% | +1,842 | New |
| Police & Firemen's Retirement System of New Jersey | 1,816 | $345.1K | 0.00% | +374+25.9% | Added |
| Polymer Capital Management (US) LLC | 1,810 | $344.0K | 0.05% | −444−19.7% | Reduced |
| Evergreen Capital Management LLC | 1,774 | $337.1K | 0.01% | +1,774 | New |
| Seizert Capital Partners, LLC | 1,760 | $334.5K | 0.01% | +328+22.9% | Added |
| Caxton Associates LLP | 1,643 | $312.2K | 0.01% | +1,643 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,615 | $306.9K | 0.00% | −53−3.2% | Reduced |
| Magnetar Financial LLC | 1,581 | $300.4K | 0.00% | +1,581 | New |
| Captrust Financial Advisors | 1,532 | $291.1K | 0.00% | +1,532 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,477 | $280.7K | 0.00% | +213+16.9% | Added |
| WBI Investments | 1,476 | $280.5K | 0.07% | +1,476 | New |
| Oregon Public Employees Retirement Fund | 1,392 | $264.5K | 0.00% | −118−7.8% | Reduced |
| KLP Kapitalforvaltning AS | 1,300 | $247.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 1,300 | $247.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,234 | $234.5K | 0.00% | −232−15.8% | Reduced |
| HM Payson & Co | 1,000 | $190.0K | 0.00% | −5−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 965 | $183.4K | 0.00% | −1,900−66.3% | Reduced |
| DekaBank Deutsche Girozentrale | 584 | $110.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 549 | $104.3K | 0.00% | −140−20.3% | Reduced |
| Sterling Capital Management LLC | 454 | $86.3K | 0.00% | +276+155.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $78.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 402 | $76.4K | 0.00% | +23+6.1% | Added |
| Nisa Investment Advisors, LLC | 393 | $74.7K | 0.00% | +34+9.5% | Added |
| Tower Research Capital LLC (TRC) | 341 | $64.8K | 0.00% | −341−50.0% | Reduced |
| Advisor Group Holdings, Inc. | 307 | $60.3K | 0.00% | −9−2.8% | Reduced |
| Quadrant Capital Group LLC | 296 | $56.2K | 0.00% | +296 | New |
| Advisors Asset Management, Inc. | 271 | $51.5K | 0.00% | +254+1,494.1% | Added |
| Shell Asset Management Co | 261 | $50.0K | 0.01% | −362−58.1% | Reduced |
| KBC Group NV | 240 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 185 | $35.2K | 0.00% | +43+30.3% | Added |
| St Germain D J Co Inc | 171 | $32.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 155 | $29.5K | 0.00% | +52+50.5% | Added |
| Steward Partners Investment Advisory, LLC | 150 | $28.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 148 | $28.1K | 0.01% | +53+55.8% | Added |
| Hilltop National Bank | 141 | $26.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 131 | $24.9K | 0.00% | +32+32.3% | Added |
| Curat Global, LLC | 130 | $24.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $23.2K | 0.00% | +90+281.3% | Added |
| Ameritas Advisory Services, LLC | 115 | $21.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 106 | $20.3K | 0.00% | +11+11.6% | Added |
| Trust Co of Toledo NA | 90 | $17.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $15.8K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 83 | $15.8K | 0.01% | +83 | New |
| Rise Advisors, LLC | 75 | $14.3K | 0.01% | +1+1.4% | Added |
| Umb Bank N A | 71 | $13.5K | 0.00% | +5+7.6% | Added |
| Harbor Capital Advisors, Inc. | 71 | $13.0K | 0.00% | −13−15.5% | Reduced |
| GAMMA Investing LLC | 64 | $12.2K | 0.00% | +6+10.3% | Added |
| MCF Advisors LLC | 62 | $11.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $11.8K | 0.00% | +22+55.0% | Added |
| Signaturefd, LLC | 59 | $11.2K | 0.00% | +4+7.3% | Added |
| Wealthspire Advisors, LLC | 58 | $11.0K | 0.00% | +58 | New |
| Jones Financial Companies LLLP | 57 | $11.0K | 0.00% | +43+307.1% | Added |
| True Wealth Design, LLC | 53 | $10.1K | 0.00% | +23+76.7% | Added |
| Bessemer Group Inc | 54 | $10.0K | 0.00% | +22+68.8% | Added |
| Rockefeller Capital Management L.P. | 44 | $8.37K | 0.00% | +44 | New |
| Private Wealth Asset Management, LLC | 44 | $8.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $7.98K | 0.00% | +36+600.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $7.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 38 | $7.22K | 0.00% | +38 | New |
| Northwestern Mutual Wealth Management Co | 36 | $6.84K | 0.00% | −2−5.3% | Reduced |
| Fifth Third Bancorp | 34 | $6.46K | 0.00% | +2+6.3% | Added |
| IFP Advisors, Inc | 34 | $6.46K | 0.00% | +5+17.2% | Added |
| MAI Capital Management | 32 | $6.08K | 0.00% | −14−30.4% | Reduced |
| Salomon & Ludwin, LLC | 31 | $5.95K | 0.00% | +31 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27 | $5.00K | 0.00% | +27 | New |
| Parallel Advisors, LLC | 26 | $4.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $4.18K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 20 | $3.80K | 0.00% | −8−28.6% | Reduced |
| Parkside Financial Bank & Trust | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $3.04K | 0.00% | 00.0% | Unchanged |