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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,744 | $610.8K | 0.00% | +223+6.3% | Added |
| MetLife Investment Management | 3,634 | $592.9K | 0.00% | −290−7.4% | Reduced |
| Aquatic Capital Management LLC | 3,567 | $582.0K | 0.02% | −1,768−33.1% | Reduced |
| State of Alaska, Department of Revenue | 3,495 | $569.0K | 0.01% | +40+1.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,301 | $559.5K | 0.00% | −127−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 3,369 | $549.7K | 0.01% | −180−5.1% | Reduced |
| Janus Henderson Group PLC | 3,054 | $496.9K | 0.00% | +818+36.6% | Added |
| Citigroup Inc | 3,042 | $496.3K | 0.00% | −62−2.0% | Reduced |
| Caxton Associates LLP | 3,006 | $490.4K | 0.01% | +1,363+83.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,990 | $487.8K | 0.00% | −64−2.1% | Reduced |
| Louisiana State Employees Retirement System | 2,900 | $473.1K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,900 | $473.1K | 0.00% | +2,900 | New |
| Intech Investment Management LLC | 2,885 | $470.7K | 0.00% | −105−3.5% | Reduced |
| Royce & Associates LP | 2,870 | $468.2K | 0.00% | +2,870 | New |
| Manufacturers Life Insurance Company, The | 2,824 | $460.7K | 0.00% | −219−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,755 | $449.5K | 0.01% | +2,414+707.9% | Added |
| HSBC Holdings PLC | 2,595 | $421.4K | 0.00% | +2,595 | New |
| New York State Common Retirement Fund | 2,458 | $401.0K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,438 | $397.8K | 0.01% | −18−0.7% | Reduced |
| Magnetar Financial LLC | 2,418 | $394.5K | 0.00% | +837+52.9% | Added |
| Cerity Partners LLC | 2,393 | $390.4K | 0.00% | −2,055−46.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,360 | $385.0K | 0.00% | −27−1.1% | Reduced |
| RSM US Wealth Management LLC | 2,200 | $361.1K | 0.00% | −3−0.1% | Reduced |
| Mercer Global Advisors Inc | 2,077 | $338.9K | 0.00% | +147+7.6% | Added |
| EntryPoint Capital, LLC | 1,969 | $321.2K | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,854 | $302.5K | 0.00% | +1,854 | New |
| Amalgamated Bank | 1,846 | $301.0K | 0.00% | −13−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,816 | $296.3K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 1,800 | $294.0K | 0.00% | +500+38.5% | Added |
| Arizona State Retirement System | 1,801 | $293.8K | 0.00% | −141−7.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,796 | $293.0K | 0.00% | −10,764−85.7% | Reduced |
| Seizert Capital Partners, LLC | 1,760 | $287.1K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 1,720 | $281.4K | 0.00% | −246−12.5% | Reduced |
| VARCOV Co. | 1,657 | $270.3K | 0.11% | +1,657 | New |
| Caitlin John, LLC | 1,629 | $265.8K | 0.17% | +1,629 | New |
| Teachers Retirement System of the State of Kentucky | 1,609 | $262.0K | 0.00% | −247−13.3% | Reduced |
| Jump Financial, LLC | 1,594 | $260.1K | 0.00% | −14,568−90.1% | Reduced |
| Pallas Capital Advisors LLC | 1,574 | $256.8K | 0.01% | +1,574 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,572 | $256.5K | 0.00% | −43−2.7% | Reduced |
| Polymer Capital Management (US) LLC | 1,553 | $253.4K | 0.03% | −257−14.2% | Reduced |
| Comerica Bank | 1,497 | $244.3K | 0.00% | −361−19.4% | Reduced |
| Captrust Financial Advisors | 1,491 | $243.3K | 0.00% | −41−2.7% | Reduced |
| WBI Investments | 1,468 | $239.5K | 0.06% | −8−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 1,436 | $234.3K | 0.00% | +44+3.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,416 | $232.2K | 0.00% | −61−4.1% | Reduced |
| KLP Kapitalforvaltning AS | 1,400 | $228.4K | 0.00% | +100+7.7% | Added |
| Brevan Howard Capital Management LP | 1,318 | $215.0K | 0.00% | −3,130−70.4% | Reduced |
| MQS Management LLC | 1,271 | $207.4K | 0.12% | +1,271 | New |
| ProShare Advisors LLC | 1,247 | $203.4K | 0.00% | +13+1.1% | Added |
| HM Payson & Co | 1,000 | $163.2K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 584 | $142.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 831 | $135.6K | 0.00% | +438+111.5% | Added |
| Advisors Asset Management, Inc. | 588 | $95.9K | 0.00% | +317+117.0% | Added |
| Ensign Peak Advisors, Inc | 565 | $92.2K | 0.00% | −400−41.5% | Reduced |
| Ameritas Investment Partners, Inc. | 549 | $89.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 544 | $88.8K | 0.01% | +544 | New |
| The PNC Financial Services Group, Inc. | 499 | $81.4K | 0.00% | +97+24.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $67.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 376 | $61.3K | 0.00% | −78−17.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 307 | $50.1K | 0.02% | +224+269.9% | Added |
| Quadrant Capital Group LLC | 263 | $42.9K | 0.00% | −33−11.1% | Reduced |
| KBC Group NV | 240 | $39.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 236 | $38.6K | 0.00% | −71−23.1% | Reduced |
| Farther Finance Advisors, LLC | 234 | $38.2K | 0.00% | +49+26.5% | Added |
| St Germain D J Co Inc | 171 | $27.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $24.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 145 | $23.7K | 0.00% | +111+326.5% | Added |
| Hilltop National Bank | 141 | $23.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 139 | $22.7K | 0.00% | −16−10.3% | Reduced |
| Allworth Financial LP | 139 | $22.7K | 0.00% | +17+13.9% | Added |
| Essential Partners LLC | 130 | $21.2K | 0.01% | −18−12.2% | Reduced |
| Smartleaf Asset Management LLC | 102 | $16.7K | 0.00% | −4−3.8% | Reduced |
| Jones Financial Companies LLLP | 100 | $16.3K | 0.00% | +43+75.4% | Added |
| Trust Co of Toledo NA | 90 | $14.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 86 | $14.0K | 0.00% | −45−34.4% | Reduced |
| Umb Bank N A | 82 | $13.4K | 0.00% | +11+15.5% | Added |
| SageView Advisory Group, LLC | 72 | $11.8K | 0.00% | +72 | New |
| Harbor Capital Advisors, Inc. | 70 | $11.0K | 0.00% | −1−1.4% | Reduced |
| True Wealth Design, LLC | 65 | $10.6K | 0.00% | +12+22.6% | Added |
| Rothschild Investment LLC | 65 | $10.6K | 0.00% | +23+54.8% | Added |
| MCF Advisors LLC | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 59 | $9.63K | 0.00% | +25+73.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48 | $8.00K | 0.00% | +21+77.8% | Added |
| Salomon & Ludwin, LLC | 45 | $7.54K | 0.00% | +14+45.2% | Added |
| Private Wealth Asset Management, LLC | 44 | $7.18K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $6.69K | 0.00% | −18−30.5% | Reduced |
| GAMMA Investing LLC | 39 | $6.36K | 0.00% | −25−39.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $6.34K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 38 | $6.20K | 0.00% | +38 | New |
| Bessemer Group Inc | 34 | $6.00K | 0.00% | −20−37.0% | Reduced |
| Rockefeller Capital Management L.P. | 36 | $5.87K | 0.00% | −8−18.2% | Reduced |
| Godfrey Financial Associates, Inc. | 33 | $5.38K | 0.00% | +33 | New |
| Northwestern Mutual Wealth Management Co | 30 | $4.89K | 0.00% | −6−16.7% | Reduced |
| UMA Financial Services, Inc. | 28 | $4.57K | 0.00% | +28 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $3.75K | 0.00% | +5+27.8% | Added |
| Massmutual Trust Co FSB | 22 | $3.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $2.94K | 0.00% | −1,951−99.1% | Reduced |
| Optiver Holding B.V. | 18 | $2.94K | 0.00% | −20−52.6% | Reduced |
| Private Wealth Management Group, LLC | 18 | $2.94K | 0.00% | 00.0% | Unchanged |