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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
Caitlin John, LLC1,629$265.8K0.17%+1,629New
VARCOV Co.1,657$270.3K0.11%+1,657New
Yousif Capital Management, LLC1,720$281.4K0.00%−246−12.5%Reduced
Seizert Capital Partners, LLC1,760$287.1K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC1,796$293.0K0.00%−10,764−85.7%Reduced
Arizona State Retirement System1,801$293.8K0.00%−141−7.3%Reduced
Handelsbanken Fonder AB1,800$294.0K0.00%+500+38.5%Added
Police & Firemen's Retirement System of New Jersey1,816$296.3K0.00%00.0%Unchanged
Amalgamated Bank1,846$301.0K0.00%−13−0.7%Reduced
Capital Investment Advisors, LLC1,854$302.5K0.00%+1,854New
EntryPoint Capital, LLC1,969$321.2K0.13%00.0%Unchanged
Mercer Global Advisors Inc2,077$338.9K0.00%+147+7.6%Added
RSM US Wealth Management LLC2,200$361.1K0.00%−3−0.1%Reduced
Envestnet Portfolio Solutions, Inc.2,360$385.0K0.00%−27−1.1%Reduced
Cerity Partners LLC2,393$390.4K0.00%−2,055−46.2%Reduced
Magnetar Financial LLC2,418$394.5K0.00%+837+52.9%Added
First Citizens Bank & Trust Co2,438$397.8K0.01%−18−0.7%Reduced
New York State Common Retirement Fund2,458$401.0K0.00%00.0%Unchanged
HSBC Holdings PLC2,595$421.4K0.00%+2,595New
Tower Research Capital LLC (TRC)2,755$449.5K0.01%+2,414+707.9%Added
Manufacturers Life Insurance Company, The2,824$460.7K0.00%−219−7.2%Reduced
Royce & Associates LP2,870$468.2K0.00%+2,870New
Intech Investment Management LLC2,885$470.7K0.00%−105−3.5%Reduced
Louisiana State Employees Retirement System2,900$473.1K0.01%00.0%Unchanged
Canada Pension Plan Investment Board2,900$473.1K0.00%+2,900New
Mirae Asset Global ETFs Holdings Ltd.2,990$487.8K0.00%−64−2.1%Reduced
Caxton Associates LLP3,006$490.4K0.01%+1,363+83.0%Added
Citigroup Inc3,042$496.3K0.00%−62−2.0%Reduced
Janus Henderson Group PLC3,054$496.9K0.00%+818+36.6%Added
Illinois Municipal Retirement Fund3,369$549.7K0.01%−180−5.1%Reduced
Wealth Enhancement Advisory Services, LLC3,301$559.5K0.00%−127−3.7%Reduced
State of Alaska, Department of Revenue3,495$569.0K0.01%+40+1.2%Added
Aquatic Capital Management LLC3,567$582.0K0.02%−1,768−33.1%Reduced
MetLife Investment Management3,634$592.9K0.00%−290−7.4%Reduced
Quantinno Capital Management LP3,744$610.8K0.00%+223+6.3%Added
Susquehanna Fundamental Investments, LLC3,948$644.1K0.02%+3,948New
Vident Advisory, LLC4,008$653.9K0.01%+621+18.3%Added
Alpine Woods Capital Investors, LLC4,080$665.7K0.16%+4,080New
Dark Forest Capital Management LP4,282$698.6K0.03%+826+23.9%Added
State of Tennessee, Treasury Department4,282$699.0K0.00%−1,799−29.6%Reduced
Thrivent Financial for Lutherans4,362$712.0K0.00%−214−4.7%Reduced
Numerai GP LLC4,678$763.2K0.09%−136−2.8%Reduced
HRT Financial LP4,937$805.0K0.00%−10,173−67.3%Reduced
Susquehanna Portfolio Strategies, LLC5,144$839.2K0.01%−656−11.3%Reduced
Marshall Wace, LLP5,216$851.0K0.00%+2,527+94.0%Added
Engineers Gate Manager LP5,253$857.0K0.01%+1,886+56.0%Added
Mariner, LLC5,291$864.0K0.00%+912+20.8%Added
New York State Teachers Retirement System5,401$881.0K0.00%+100+1.9%Added
Deutsche Bank AG5,445$888.4K0.00%−4,155−43.3%Reduced
Great West Life Assurance Co5,745$934.0K0.00%+12+0.2%Added
Mirae Asset Global Investments Co., Ltd.5,740$936.5K0.00%−176−3.0%Reduced
Kennondale Capital Management LLC5,837$952.3K0.70%00.0%Unchanged
California State Teachers Retirement System6,148$1.00M0.00%−369−5.7%Reduced
Voya Investment Management LLC6,220$1.01M0.00%−635−9.3%Reduced
CenterBook Partners LP6,248$1.02M0.05%−7,806−55.5%Reduced
CWM, LLC6,365$1.04M0.00%+960+17.8%Added
Vestmark Advisory Solutions, Inc.6,375$1.04M0.01%+6,375New
SG Americas Securities, LLC6,412$1.05M0.00%+2,716+73.5%Added
Mount Yale Investment Advisors, LLC6,450$1.05M0.05%−440−6.4%Reduced
UBS Group AG7,052$1.15M0.00%−22,491−76.1%Reduced
FMR LLC7,293$1.19M0.00%+1,409+23.9%Added
Wells Fargo & Company7,416$1.21M0.00%+2,156+41.0%Added
Quinn Opportunity Partners LLC7,450$1.22M0.05%+7,450New
Quadrature Capital Ltd7,499$1.22M0.01%−1,040−12.2%Reduced
Quantbot Technologies LP7,558$1.23M0.04%+2,281+43.2%Added
Alliancebernstein L.P.7,565$1.23M0.00%00.0%Unchanged
Verition Fund Management LLC7,624$1.24M0.01%+1,507+24.6%Added
Two Sigma Advisers, LP7,900$1.29M0.00%+3,200+68.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main7,966$1.30M0.00%+4,315+118.2%Added
Creative Planning9,699$1.58M0.00%−426−4.2%Reduced
UBS Asset Management Americas Inc9,851$1.61M0.00%−886−8.3%Reduced
Huber Capital Management LLC10,507$1.71M0.25%−3,961−27.4%Reduced
Point72 Asset Management, L.P.10,690$1.74M0.00%+10,690New
Barclays PLC11,253$1.84M0.00%+1,265+12.7%Added
Nearwater Capital Markets, Ltd11,400$1.86M0.03%00.0%Unchanged
Russell Investments Group, Ltd.11,986$1.96M0.00%−811−6.3%Reduced
Quest Partners LLC12,644$2.06M0.12%+1,700+15.5%Added
Swiss National Bank12,700$2.07M0.00%00.0%Unchanged
SEI Investments Co13,152$2.15M0.00%+3,078+30.6%Added
Man Group plc13,860$2.26M0.00%−25,410−64.7%Reduced
Brandywine Global Investment Management, LLC13,890$2.27M0.02%−400−2.8%Reduced
Franklin Resources Inc14,327$2.34M0.00%+4,590+47.1%Added
Villanova Investment Management Co LLC14,452$2.36M1.66%+59+0.4%Added
Y-Intercept (Hong Kong) Ltd14,727$2.40M0.05%+10,057+215.4%Added
Healthcare of Ontario Pension Plan Trust Fund14,921$2.43M0.00%+14,921New
BNP Paribas Arbitrage, SA15,550$2.54M0.00%−1,797−10.4%Reduced
Legal & General Group Plc15,604$2.55M0.00%−305−1.9%Reduced
Renaissance Technologies LLC15,729$2.57M0.00%+13,200+521.9%Added
Teacher Retirement System of Texas15,982$2.61M0.01%−10,077−38.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.17,110$2.79M0.01%+4,366+34.3%Added
Ieq Capital, LLC17,959$2.93M0.01%+3,038+20.4%Added
Walleye Capital LLC18,088$2.95M0.02%+18,088New
Meritage Portfolio Management18,506$3.02M0.20%−1,002−5.1%Reduced
Qube Research & Technologies Ltd18,924$3.09M0.00%+1,325+7.5%Added
Squarepoint Ops LLC20,861$3.40M0.01%+18,906+967.1%Added
Rhumbline Advisers21,671$3.54M0.00%−786−3.5%Reduced
Public Sector Pension Investment Board21,962$3.58M0.01%−2,738−11.1%Reduced
ExodusPoint Capital Management, LP23,390$3.82M0.04%+10,680+84.0%Added
AWH Capital, L.P.24,742$4.04M3.72%00.0%Unchanged
Zimmer Partners, LP25,000$4.08M0.11%+25,000New