Virtus Investment Partners, Inc.

VRTS

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000883237

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Virtus Investment Partners, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of VRTS: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	229	2	235	+8
Shares	5.68M	65.6K	5.71M	+93.1K (+1.7%)
Value	$1.08B	$12.5M	$931.5M	−$135.8M (−12.7%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Virtus Investment Partners, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to VRTS in Q4 2025
Institution	Shares	Value	% of portfolio
Glenmede Trust Co NA	60,333	$9.84M	0.05%
Tudor Investment Corp Et Al	25,414	$4.15M	0.02%
Zimmer Partners, LP	25,000	$4.08M	0.11%
Walleye Capital LLC	18,088	$2.95M	0.02%
Healthcare of Ontario Pension Plan Trust Fund	14,921	$2.43M	0.00%
Point72 Asset Management, L.P.	10,690	$1.74M	0.00%
Quinn Opportunity Partners LLC	7,450	$1.22M	0.05%
Vestmark Advisory Solutions, Inc.	6,375	$1.04M	0.01%
Alpine Woods Capital Investors, LLC	4,080	$665.7K	0.16%
Susquehanna Fundamental Investments, LLC	3,948	$644.1K	0.02%
Canada Pension Plan Investment Board	2,900	$473.1K	0.00%
Royce & Associates LP	2,870	$468.2K	0.00%
HSBC Holdings PLC	2,595	$421.4K	0.00%
Capital Investment Advisors, LLC	1,854	$302.5K	0.00%
VARCOV Co.	1,657	$270.3K	0.11%
Caitlin John, LLC	1,629	$265.8K	0.17%
Pallas Capital Advisors LLC	1,574	$256.8K	0.01%
MQS Management LLC	1,271	$207.4K	0.12%
Pinnacle Wealth Planning Services, Inc.	544	$88.8K	0.01%
SageView Advisory Group, LLC	72	$11.8K	0.00%
Los Angeles Capital Management LLC	38	$6.20K	0.00%
Godfrey Financial Associates, Inc.	33	$5.38K	0.00%
UMA Financial Services, Inc.	28	$4.57K	0.00%
Resources Management Corp	7	$1.00K	0.00%
National Bank of Canada	3	$489	0.00%
Triumph Capital Management	3	$489	0.00%
Caitong International Asset Management Co., Ltd	3	$489	0.00%
Cornerstone Financial Management LLC	3	$489	0.00%
Basecamp Wealth Advisors LLC	2	$326	0.00%
SJS Investment Consulting Inc.	1	$164	0.00%
Keating Financial Advisory Services, Inc.	1	$163	0.00%

Sold out (23)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of VRTS in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Fisher Asset Management, LLC	62,713	$11.9M
Trexquant Investment LP	18,315	$3.48M
Kingsview Wealth Management, LLC	17,404	$3.31M
Lazard Asset Management LLC	9,291	$1.77M
Virginia Retirement Systems Et Al	6,578	$1.25M
Voloridge Investment Management, LLC	5,944	$1.13M
Integrated Quantitative Investments LLC	3,541	$672.9K
Zacks Investment Management	2,841	$539.9K
Cetera Investment Advisers	2,082	$395.7K
Voleon Capital Management LP	1,842	$350.0K
Evergreen Capital Management LLC	1,774	$337.1K
Curat Global, LLC	130	$24.7K
Ameritas Advisory Services, LLC	115	$21.9K
Rise Advisors, LLC	75	$14.3K
Wealthspire Advisors, LLC	58	$11.0K
Quarry LP	20	$3.80K
Principal Securities, Inc.	12	$2.28K
Tortoise Investment Management, LLC	7	$1.33K
Advisory Services Network, LLC	5	$950
Atlantic Trust, LLC	3	$571
Bell Investment Advisors, Inc	3	$571
Retirement Wealth Solutions LLC	2	$381
Larson Financial Group LLC	2	$380

Not filed for Q4 2025 yet (2)

Institutions that held Virtus Investment Partners, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding VRTS in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Glenmede Investment Management, LP	65,323	$12.4M
Shell Asset Management Co	261	$50.0K