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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, Q4 2025

Institutional positions in Virtus Investment Partners, Inc. as of Dec 31, 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
235
+8 vs. Q3 2025
Shares held
5.71M
+93.1K (+1.7%) vs. Q3 2025
Total value
$931.5M
−$135.8M (−12.7%) vs. Q3 2025
New holders
31
73 more added
Sold out
23
92 more reduced

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 235 institutions
Q1 2021: 177 institutionsQ2 2021: 194 institutionsQ3 2021: 198 institutionsQ4 2021: 200 institutionsQ1 2022: 187 institutionsQ2 2022: 175 institutionsQ3 2022: 175 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 175 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 223 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 heldQ4 2025: $931.5M
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.0MQ4 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 2024223$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023175$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022175$946.0M
Q2 2022175$1.03B
Q1 2022187$1.50B
Q4 2021200$1.89B
Q3 2021198$1.99B
Q2 2021194$1.77B
Q1 2021177$1.48B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q3 2025.

Institutions holding VRTS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.981,656$160.2M0.00%+9,477+1.0%Added
Vanguard Group Inc837,779$136.7M0.00%−8,736−1.0%Reduced
State Street Corp306,375$50.0M0.00%+1,586+0.5%Added
Charles Schwab Investment Management Inc300,098$49.0M0.01%+2,917+1.0%Added
Dimensional Fund Advisors LP297,128$48.5M0.01%+6,885+2.4%Added
Victory Capital Management Inc245,344$40.0M0.02%+15,987+7.0%Added
American Century Companies Inc172,501$28.1M0.01%+16,620+10.7%Added
Geode Capital Management, LLC151,747$24.8M0.00%−3,145−2.0%Reduced
AQR Capital Management LLC122,725$20.0M0.01%+7,958+6.9%Added
Northern Trust Corp95,888$15.6M0.00%−10,129−9.6%Reduced
JPMorgan Chase & Co92,206$15.0M0.00%−5,377−5.5%Reduced
Brown Advisory Inc90,474$14.8M0.02%−8,617−8.7%Reduced
WCM Investment Management, LLC87,812$14.4M0.03%−19,860−18.4%Reduced
Royal Bank of Canada88,224$14.4M0.00%−18,922−17.7%Reduced
Algert Global LLC79,877$13.0M0.20%+16,404+25.8%Added
Goldman Sachs Group Inc77,937$12.7M0.00%+39,188+101.1%Added
Vulcan Value Partners, LLC77,326$12.6M0.23%−1,941−2.4%Reduced
Morgan Stanley75,900$12.4M0.00%−18,429−19.5%Reduced
Bank of New York Mellon Corp74,974$12.2M0.00%−11,954−13.8%Reduced
Two Sigma Investments, LP67,507$11.0M0.02%+21,448+46.6%Added
Hotchkis & Wiley Capital Management LLC67,172$11.0M0.03%−540−0.8%Reduced
Glenmede Trust Co NA60,333$9.84M0.05%+60,333New
Gator Capital Management, LLC56,591$9.23M1.91%−4,583−7.5%Reduced
Bank of America Corp38,972$6.36M0.00%+7,958+25.7%Added
First Trust Advisors LP38,330$6.25M0.00%+1,798+4.9%Added
Price T Rowe Associates Inc37,060$6.05M0.00%+1,357+3.8%Added
Nuveen, LLC35,278$5.76M0.00%−14,106−28.6%Reduced
Millennium Management LLC33,768$5.51M0.00%+3,391+11.2%Added
Ameriprise Financial Inc32,296$5.27M0.00%+9,486+41.6%Added
Prudential Financial Inc32,016$5.22M0.01%+21,679+209.7%Added
Arrowstreet Capital, Limited Partnership31,831$5.19M0.00%−5,906−15.7%Reduced
Principal Financial Group Inc30,261$4.94M0.00%−383−1.2%Reduced
Invesco Ltd.26,762$4.37M0.00%+20.0%Added
Tudor Investment Corp Et Al25,414$4.15M0.02%+25,414New
Jane Street Group, LLC25,152$4.10M0.00%+11,732+87.4%Added
Zimmer Partners, LP25,000$4.08M0.11%+25,000New
AWH Capital, L.P.24,742$4.04M3.72%00.0%Unchanged
ExodusPoint Capital Management, LP23,390$3.82M0.04%+10,680+84.0%Added
Public Sector Pension Investment Board21,962$3.58M0.01%−2,738−11.1%Reduced
Rhumbline Advisers21,671$3.54M0.00%−786−3.5%Reduced
Squarepoint Ops LLC20,861$3.40M0.01%+18,906+967.1%Added
Qube Research & Technologies Ltd18,924$3.09M0.00%+1,325+7.5%Added
Meritage Portfolio Management18,506$3.02M0.20%−1,002−5.1%Reduced
Walleye Capital LLC18,088$2.95M0.02%+18,088New
Ieq Capital, LLC17,959$2.93M0.01%+3,038+20.4%Added
Connor, Clark & Lunn Investment Management Ltd.17,110$2.79M0.01%+4,366+34.3%Added
Teacher Retirement System of Texas15,982$2.61M0.01%−10,077−38.7%Reduced
Renaissance Technologies LLC15,729$2.57M0.00%+13,200+521.9%Added
Legal & General Group Plc15,604$2.55M0.00%−305−1.9%Reduced
BNP Paribas Arbitrage, SA15,550$2.54M0.00%−1,797−10.4%Reduced
Healthcare of Ontario Pension Plan Trust Fund14,921$2.43M0.00%+14,921New
Y-Intercept (Hong Kong) Ltd14,727$2.40M0.05%+10,057+215.4%Added
Villanova Investment Management Co LLC14,452$2.36M1.66%+59+0.4%Added
Franklin Resources Inc14,327$2.34M0.00%+4,590+47.1%Added
Brandywine Global Investment Management, LLC13,890$2.27M0.02%−400−2.8%Reduced
Man Group plc13,860$2.26M0.00%−25,410−64.7%Reduced
SEI Investments Co13,152$2.15M0.00%+3,078+30.6%Added
Swiss National Bank12,700$2.07M0.00%00.0%Unchanged
Quest Partners LLC12,644$2.06M0.12%+1,700+15.5%Added
Russell Investments Group, Ltd.11,986$1.96M0.00%−811−6.3%Reduced
Nearwater Capital Markets, Ltd11,400$1.86M0.03%00.0%Unchanged
Barclays PLC11,253$1.84M0.00%+1,265+12.7%Added
Point72 Asset Management, L.P.10,690$1.74M0.00%+10,690New
Huber Capital Management LLC10,507$1.71M0.25%−3,961−27.4%Reduced
UBS Asset Management Americas Inc9,851$1.61M0.00%−886−8.3%Reduced
Creative Planning9,699$1.58M0.00%−426−4.2%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,966$1.30M0.00%+4,315+118.2%Added
Two Sigma Advisers, LP7,900$1.29M0.00%+3,200+68.1%Added
Verition Fund Management LLC7,624$1.24M0.01%+1,507+24.6%Added
Alliancebernstein L.P.7,565$1.23M0.00%00.0%Unchanged
Quantbot Technologies LP7,558$1.23M0.04%+2,281+43.2%Added
Quadrature Capital Ltd7,499$1.22M0.01%−1,040−12.2%Reduced
Quinn Opportunity Partners LLC7,450$1.22M0.05%+7,450New
Wells Fargo & Company7,416$1.21M0.00%+2,156+41.0%Added
FMR LLC7,293$1.19M0.00%+1,409+23.9%Added
UBS Group AG7,052$1.15M0.00%−22,491−76.1%Reduced
Mount Yale Investment Advisors, LLC6,450$1.05M0.05%−440−6.4%Reduced
SG Americas Securities, LLC6,412$1.05M0.00%+2,716+73.5%Added
Vestmark Advisory Solutions, Inc.6,375$1.04M0.01%+6,375New
CWM, LLC6,365$1.04M0.00%+960+17.8%Added
CenterBook Partners LP6,248$1.02M0.05%−7,806−55.5%Reduced
Voya Investment Management LLC6,220$1.01M0.00%−635−9.3%Reduced
California State Teachers Retirement System6,148$1.00M0.00%−369−5.7%Reduced
Kennondale Capital Management LLC5,837$952.3K0.70%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.5,740$936.5K0.00%−176−3.0%Reduced
Great West Life Assurance Co5,745$934.0K0.00%+12+0.2%Added
Deutsche Bank AG5,445$888.4K0.00%−4,155−43.3%Reduced
New York State Teachers Retirement System5,401$881.0K0.00%+100+1.9%Added
Mariner, LLC5,291$864.0K0.00%+912+20.8%Added
Engineers Gate Manager LP5,253$857.0K0.01%+1,886+56.0%Added
Marshall Wace, LLP5,216$851.0K0.00%+2,527+94.0%Added
Susquehanna Portfolio Strategies, LLC5,144$839.2K0.01%−656−11.3%Reduced
HRT Financial LP4,937$805.0K0.00%−10,173−67.3%Reduced
Numerai GP LLC4,678$763.2K0.09%−136−2.8%Reduced
Thrivent Financial for Lutherans4,362$712.0K0.00%−214−4.7%Reduced
State of Tennessee, Treasury Department4,282$699.0K0.00%−1,799−29.6%Reduced
Dark Forest Capital Management LP4,282$698.6K0.03%+826+23.9%Added
Alpine Woods Capital Investors, LLC4,080$665.7K0.16%+4,080New
Vident Advisory, LLC4,008$653.9K0.01%+621+18.3%Added
Susquehanna Fundamental Investments, LLC3,948$644.1K0.02%+3,948New