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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 233 | $858.4M |
| Q1 2026 | 237 | $765.4M |
| Q4 2025 | 235 | $931.5M |
| Q3 2025 | 229 | $1.08B |
| Q2 2025 | 243 | $1.01B |
| Q1 2025 | 236 | $971.3M |
| Q4 2024 | 238 | $1.24B |
| Q3 2024 | 228 | $1.18B |
| Q2 2024 | 224 | $1.30B |
| Q1 2024 | 212 | $1.42B |
| Q4 2023 | 188 | $1.39B |
| Q3 2023 | 176 | $1.18B |
| Q2 2023 | 171 | $1.17B |
| Q1 2023 | 173 | $1.15B |
| Q4 2022 | 178 | $1.15B |
| Q3 2022 | 176 | $946.2M |
| Q2 2022 | 176 | $1.03B |
| Q1 2022 | 188 | $1.50B |
| Q4 2021 | 201 | $1.89B |
| Q3 2021 | 199 | $1.99B |
| Q2 2021 | 195 | $1.77B |
| Q1 2021 | 178 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 25,152 | $4.10M | 0.00% | +11,732+87.4% | Added |
| Tudor Investment Corp Et Al | 25,414 | $4.15M | 0.02% | +25,414 | New |
| Invesco Ltd. | 26,762 | $4.37M | 0.00% | +20.0% | Added |
| Principal Financial Group Inc | 30,261 | $4.94M | 0.00% | −383−1.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 31,831 | $5.19M | 0.00% | −5,906−15.7% | Reduced |
| Prudential Financial Inc | 32,016 | $5.22M | 0.01% | +21,679+209.7% | Added |
| Ameriprise Financial Inc | 32,296 | $5.27M | 0.00% | +9,486+41.6% | Added |
| Millennium Management LLC | 33,768 | $5.51M | 0.00% | +3,391+11.2% | Added |
| Nuveen, LLC | 35,278 | $5.76M | 0.00% | −14,106−28.6% | Reduced |
| Price T Rowe Associates Inc | 37,060 | $6.05M | 0.00% | +1,357+3.8% | Added |
| First Trust Advisors LP | 38,330 | $6.25M | 0.00% | +1,798+4.9% | Added |
| Bank of America Corp | 38,972 | $6.36M | 0.00% | +7,958+25.7% | Added |
| Gator Capital Management, LLC | 56,591 | $9.23M | 1.91% | −4,583−7.5% | Reduced |
| Glenmede Trust Co NA | 60,333 | $9.84M | 0.05% | +60,333 | New |
| Hotchkis & Wiley Capital Management LLC | 67,172 | $11.0M | 0.03% | −540−0.8% | Reduced |
| Two Sigma Investments, LP | 67,507 | $11.0M | 0.02% | +21,448+46.6% | Added |
| Bank of New York Mellon Corp | 74,974 | $12.2M | 0.00% | −11,954−13.8% | Reduced |
| Morgan Stanley | 75,900 | $12.4M | 0.00% | −18,429−19.5% | Reduced |
| Vulcan Value Partners, LLC | 77,326 | $12.6M | 0.23% | −1,941−2.4% | Reduced |
| Goldman Sachs Group Inc | 77,937 | $12.7M | 0.00% | +39,188+101.1% | Added |
| Algert Global LLC | 79,877 | $13.0M | 0.20% | +16,404+25.8% | Added |
| Royal Bank of Canada | 88,224 | $14.4M | 0.00% | −18,922−17.7% | Reduced |
| WCM Investment Management, LLC | 87,812 | $14.4M | 0.03% | −19,860−18.4% | Reduced |
| Brown Advisory Inc | 90,474 | $14.8M | 0.02% | −8,617−8.7% | Reduced |
| JPMorgan Chase & Co | 92,206 | $15.0M | 0.00% | −5,377−5.5% | Reduced |
| Northern Trust Corp | 95,888 | $15.6M | 0.00% | −10,129−9.6% | Reduced |
| AQR Capital Management LLC | 122,725 | $20.0M | 0.01% | +7,958+6.9% | Added |
| Geode Capital Management, LLC | 151,747 | $24.8M | 0.00% | −3,145−2.0% | Reduced |
| American Century Companies Inc | 172,501 | $28.1M | 0.01% | +16,620+10.7% | Added |
| Victory Capital Management Inc | 245,344 | $40.0M | 0.02% | +15,987+7.0% | Added |
| Dimensional Fund Advisors LP | 297,128 | $48.5M | 0.01% | +6,885+2.4% | Added |
| Charles Schwab Investment Management Inc | 300,098 | $49.0M | 0.01% | +2,917+1.0% | Added |
| State Street Corp | 306,375 | $50.0M | 0.00% | +1,586+0.5% | Added |
| Vanguard Group Inc | 837,779 | $136.7M | 0.00% | −8,736−1.0% | Reduced |
| BlackRock, Inc. | 981,656 | $160.2M | 0.00% | +9,477+1.0% | Added |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −62,713−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −18,315−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −17,404−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,291−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −6,578−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,841−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −1,842−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Curat Global, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Retirement Wealth Solutions LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |