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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: 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 heldQ4 2025: $931.5M
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 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, 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
Hughes Financial Services, LLC1$1630.00%−2−66.7%Reduced
Huntington National Bank1$1630.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.1$1630.00%+1New
SJS Investment Consulting Inc.1$1640.00%+1New
Basecamp Wealth Advisors LLC2$3260.00%+2New
Fortis Group Advisors, LLC3$4080.00%00.0%Unchanged
Bare Financial Services, Inc3$4890.00%−3−50.0%Reduced
Sunbelt Securities, Inc.3$4890.00%−2−40.0%Reduced
National Bank of Canada3$4890.00%+3New
Triumph Capital Management3$4890.00%+3New
Caitong International Asset Management Co., Ltd3$4890.00%+3New
Cornerstone Financial Management LLC3$4890.00%+3New
Clearstead Advisors, LLC5$8160.00%−57−91.9%Reduced
JNBA Financial Advisors5$8160.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$8160.00%00.0%Unchanged
Spire Wealth Management5$8160.00%00.0%Unchanged
Bruce G. Allen Investments, LLC5$8160.00%+1+25.0%Added
Fairman Group, LLC6$9790.00%00.0%Unchanged
Hantz Financial Services, Inc.7$1.00K0.00%−3−30.0%Reduced
Covestor Ltd5$1.00K0.00%+4+400.0%Added
Resources Management Corp7$1.00K0.00%+7New
SBI Securities Co., Ltd.7$1.14K0.00%−3−30.0%Reduced
Country Trust Bank7$1.14K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC7$1.14K0.00%−5−41.7%Reduced
Prestige Wealth Management Group LLC7$1.14K0.00%00.0%Unchanged
Parallel Advisors, LLC8$1.30K0.00%−18−69.2%Reduced
Financial Consulate, Inc8$1.31K0.00%00.0%Unchanged
MTM Investment Management, LLC9$1.47K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$1.86K0.00%00.0%Unchanged
MAI Capital Management12$1.96K0.00%−20−62.5%Reduced
NBT Bank N A163$1.96K0.00%−27−14.2%Reduced
Strategic Wealth Partners, Ltd.13$2.12K0.00%00.0%Unchanged
Versant Capital Management, Inc14$2.28K0.00%−69−83.1%Reduced
Medallion Wealth Advisors, LLC15$2.45K0.00%00.0%Unchanged
Eastern Bank16$2.61K0.00%00.0%Unchanged
Optiver Holding B.V.18$2.94K0.00%−20−52.6%Reduced
Private Wealth Management Group, LLC18$2.94K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.18$2.94K0.00%−1,951−99.1%Reduced
Massmutual Trust Co FSB22$3.59K0.00%00.0%Unchanged
Parkside Financial Bank & Trust23$3.75K0.00%+5+27.8%Added
JTC Employer Solutions Trusteee Ltd25$4.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.28$4.57K0.00%+28New
Northwestern Mutual Wealth Management Co30$4.89K0.00%−6−16.7%Reduced
Godfrey Financial Associates, Inc.33$5.38K0.00%+33New
Rockefeller Capital Management L.P.36$5.87K0.00%−8−18.2%Reduced
Bessemer Group Inc34$6.00K0.00%−20−37.0%Reduced
Los Angeles Capital Management LLC38$6.20K0.00%+38New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.39$6.34K0.00%00.0%Unchanged
GAMMA Investing LLC39$6.36K0.00%−25−39.1%Reduced
Signaturefd, LLC41$6.69K0.00%−18−30.5%Reduced
Private Wealth Asset Management, LLC44$7.18K0.00%00.0%Unchanged
Salomon & Ludwin, LLC45$7.54K0.00%+14+45.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.48$8.00K0.00%+21+77.8%Added
Fifth Third Bancorp59$9.63K0.00%+25+73.5%Added
MCF Advisors LLC62$10.1K0.00%00.0%Unchanged
True Wealth Design, LLC65$10.6K0.00%+12+22.6%Added
Rothschild Investment LLC65$10.6K0.00%+23+54.8%Added
Harbor Capital Advisors, Inc.70$11.0K0.00%−1−1.4%Reduced
SageView Advisory Group, LLC72$11.8K0.00%+72New
Umb Bank N A82$13.4K0.00%+11+15.5%Added
US Bancorp86$14.0K0.00%−45−34.4%Reduced
Trust Co of Toledo NA90$14.7K0.00%00.0%Unchanged
Jones Financial Companies LLLP100$16.3K0.00%+43+75.4%Added
Smartleaf Asset Management LLC102$16.7K0.00%−4−3.8%Reduced
Essential Partners LLC130$21.2K0.01%−18−12.2%Reduced
EverSource Wealth Advisors, LLC139$22.7K0.00%−16−10.3%Reduced
Allworth Financial LP139$22.7K0.00%+17+13.9%Added
Hilltop National Bank141$23.0K0.01%00.0%Unchanged
IFP Advisors, Inc145$23.7K0.00%+111+326.5%Added
Steward Partners Investment Advisory, LLC150$24.5K0.00%00.0%Unchanged
St Germain D J Co Inc171$27.9K0.00%00.0%Unchanged
Farther Finance Advisors, LLC234$38.2K0.00%+49+26.5%Added
Advisor Group Holdings, Inc.236$38.6K0.00%−71−23.1%Reduced
KBC Group NV240$39.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC263$42.9K0.00%−33−11.1%Reduced
Aster Capital Management (DIFC) Ltd307$50.1K0.02%+224+269.9%Added
Sterling Capital Management LLC376$61.3K0.00%−78−17.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)413$67.4K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.499$81.4K0.00%+97+24.1%Added
Pinnacle Wealth Planning Services, Inc.544$88.8K0.01%+544New
Ameritas Investment Partners, Inc.549$89.6K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc565$92.2K0.00%−400−41.5%Reduced
Advisors Asset Management, Inc.588$95.9K0.00%+317+117.0%Added
Nisa Investment Advisors, LLC831$135.6K0.00%+438+111.5%Added
DekaBank Deutsche Girozentrale584$142.0K0.00%00.0%Unchanged
HM Payson & Co1,000$163.2K0.00%00.0%Unchanged
ProShare Advisors LLC1,247$203.4K0.00%+13+1.1%Added
MQS Management LLC1,271$207.4K0.12%+1,271New
Brevan Howard Capital Management LP1,318$215.0K0.00%−3,130−70.4%Reduced
KLP Kapitalforvaltning AS1,400$228.4K0.00%+100+7.7%Added
Universal- Beteiligungs- und Servicegesellschaft mbH1,416$232.2K0.00%−61−4.1%Reduced
Oregon Public Employees Retirement Fund1,436$234.3K0.00%+44+3.2%Added
WBI Investments1,468$239.5K0.06%−8−0.5%Reduced
Captrust Financial Advisors1,491$243.3K0.00%−41−2.7%Reduced
Comerica Bank1,497$244.3K0.00%−361−19.4%Reduced
Polymer Capital Management (US) LLC1,553$253.4K0.03%−257−14.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,572$256.5K0.00%−43−2.7%Reduced
Pallas Capital Advisors LLC1,574$256.8K0.01%+1,574New
Jump Financial, LLC1,594$260.1K0.00%−14,568−90.1%Reduced
Teachers Retirement System of the State of Kentucky1,609$262.0K0.00%−247−13.3%Reduced