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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, 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
Medallion Wealth Advisors, LLC15$2.85K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.13$2.47K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC12$2.28K0.00%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
Whittier Trust Co of Nevada Inc11$2.11K0.00%00.0%Unchanged
Hantz Financial Services, Inc.10$2.00K0.00%+3+42.9%Added
SBI Securities Co., Ltd.10$1.90K0.00%+3+42.9%Added
MTM Investment Management, LLC9$1.71K0.00%00.0%Unchanged
Financial Consulate, Inc8$1.52K0.00%+8New
Prestige Wealth Management Group LLC7$1.33K0.00%00.0%Unchanged
Country Trust Bank7$1.33K0.00%00.0%Unchanged
Tortoise Investment Management, LLC7$1.33K0.00%+1+16.7%Added
Bare Financial Services, Inc6$1.14K0.00%00.0%Unchanged
Fairman Group, LLC6$1.14K0.00%00.0%Unchanged
JNBA Financial Advisors5$9510.00%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
Bruce G. Allen Investments, LLC4$7600.00%00.0%Unchanged
Atlantic Trust, LLC3$5710.00%00.0%Unchanged
Bell Investment Advisors, Inc3$5710.00%00.0%Unchanged
Hughes Financial Services, LLC3$4870.00%−3−50.0%Reduced
Fortis Group Advisors, LLC3$4750.00%00.0%Unchanged
Retirement Wealth Solutions LLC2$3810.00%+2New
Larson Financial Group LLC2$3800.00%00.0%Unchanged
Huntington National Bank1$1900.00%00.0%Unchanged
Covestor Ltd1$00.00%−6−85.7%Reduced
Erste Asset Management GmbH0$00.00%−600−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−9,933−100.0%Sold out
Basswood Capital Management, L.L.C.0$00.00%−9,464−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−9,218−100.0%Sold out
Denali Advisors LLC0$00.00%−9,004−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−8,199−100.0%Sold out
XTX Topco Ltd0$00.00%−7,030−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−6,431−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−6,000−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−5,984−100.0%Sold out
Nebula Research & Development LLC0$00.00%−5,306−100.0%Sold out
Axq Capital, LP0$00.00%−4,415−100.0%Sold out
Summit Global Investments0$00.00%−4,382−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−3,696−100.0%Sold out
Mackenzie Financial Corp0$00.00%−2,901−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−2,737−100.0%Sold out
Citadel Advisors LLC0$00.00%−2,325−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,294−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−2,131−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−1,925−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−1,925−100.0%Sold out
Entropy Technologies, LP0$00.00%−1,570−100.0%Sold out
Oxford Asset Management LLP0$00.00%−1,199−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,133−100.0%Sold out
City Center Advisors, LLC0$00.00%−1,126−100.0%Sold out
R Squared Ltd0$00.00%−1,120−100.0%Sold out
Raymond James Financial Inc0$00.00%−809−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−574−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−125−100.0%Sold out
Headlands Technologies LLC0$00.00%−105−100.0%Sold out
Hollencrest Capital Management0$00.00%−48−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−25−100.0%Sold out
Skopos Labs, Inc.0$00.00%−24−100.0%Sold out
South State Corp.0$00.00%−12−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−10−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−8−100.0%Sold out
Stephens Consulting, LLC0$00.00%−5−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−5−100.0%Sold out
Private Trust Co NA0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed