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, Q1 2026
Institutional positions in Virtus Investment Partners, Inc. as of Mar 31, 2026. 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
- 237
- +6 vs. Q4 2025
- Shares held
- 5.70M
- +862.5K (+17.8%) vs. Q4 2025
- Total value
- $765.4M
- −$23.8M (−3.0%) vs. Q4 2025
- New holders
- 41
- 76 more added
- Sold out
- 35
- 70 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 999,368 | $134.3M | 0.00% | +17,712+1.8% | Added |
| Vanguard Portfolio Management LLC | 484,890 | $65.1M | 0.00% | +484,890 | New |
| State Street Corp | 438,734 | $58.9M | 0.00% | +132,359+43.2% | Added |
| Victory Capital Management Inc | 318,009 | $42.7M | 0.03% | +72,665+29.6% | Added |
| Dimensional Fund Advisors LP | 305,115 | $41.0M | 0.01% | +7,987+2.7% | Added |
| Vanguard Capital Management LLC | 285,546 | $38.4M | 0.00% | +285,546 | New |
| Charles Schwab Investment Management Inc | 258,815 | $34.8M | 0.01% | −41,283−13.8% | Reduced |
| American Century Companies Inc | 188,813 | $25.4M | 0.01% | +16,312+9.5% | Added |
| Geode Capital Management, LLC | 159,225 | $21.4M | 0.00% | +7,478+4.9% | Added |
| AQR Capital Management LLC | 132,274 | $17.8M | 0.01% | +9,549+7.8% | Added |
| Brown Advisory Inc | 103,866 | $14.0M | 0.02% | +13,392+14.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 96,572 | $13.0M | 0.04% | +29,400+43.8% | Added |
| Morgan Stanley | 96,056 | $12.9M | 0.00% | +20,156+26.6% | Added |
| JPMorgan Chase & Co | 92,462 | $12.0M | 0.00% | +256+0.3% | Added |
| Two Sigma Investments, LP | 86,553 | $11.6M | 0.01% | +19,046+28.2% | Added |
| Zimmer Partners, LP | 84,121 | $11.3M | 0.28% | +59,121+236.5% | Added |
| Northern Trust Corp | 78,048 | $10.5M | 0.00% | −17,840−18.6% | Reduced |
| Algert Global LLC | 77,098 | $10.4M | 0.16% | −2,779−3.5% | Reduced |
| Goldman Sachs Group Inc | 70,248 | $9.44M | 0.00% | −7,689−9.9% | Reduced |
| Bank of New York Mellon Corp | 69,754 | $9.37M | 0.00% | −5,220−7.0% | Reduced |
| Gator Capital Management, LLC | 59,210 | $7.95M | 1.70% | +2,619+4.6% | Added |
| Millennium Management LLC | 58,988 | $7.93M | 0.01% | +25,220+74.7% | Added |
| Glenmede Trust Co NA | 56,041 | $7.53M | 0.04% | −4,292−7.1% | Reduced |
| First Trust Advisors LP | 52,930 | $7.11M | 0.01% | +14,600+38.1% | Added |
| Prudential Financial Inc | 47,326 | $6.36M | 0.01% | +15,310+47.8% | Added |
| Citadel Advisors LLC | 41,958 | $5.64M | 0.00% | +41,958 | New |
| Vanguard Fiduciary Trust Co | 40,776 | $5.48M | 0.00% | +40,776 | New |
| Nuveen, LLC | 35,365 | $4.75M | 0.00% | +87+0.2% | Added |
| Squarepoint Ops LLC | 32,674 | $4.39M | 0.01% | +11,813+56.6% | Added |
| SEI Investments Co | 30,963 | $4.16M | 0.00% | +17,811+135.4% | Added |
| Principal Financial Group Inc | 30,857 | $4.15M | 0.00% | +596+2.0% | Added |
| Invesco Ltd. | 29,804 | $4.00M | 0.00% | +3,042+11.4% | Added |
| Arrowstreet Capital, Limited Partnership | 28,971 | $3.89M | 0.00% | −2,860−9.0% | Reduced |
| Renaissance Technologies LLC | 27,229 | $3.66M | 0.01% | +11,500+73.1% | Added |
| Bank of America Corp | 26,124 | $3.51M | 0.00% | −12,848−33.0% | Reduced |
| AWH Capital, L.P. | 24,742 | $3.32M | 3.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,626 | $3.17M | 0.06% | +23,626 | New |
| Ameriprise Financial Inc | 23,354 | $3.14M | 0.00% | −8,942−27.7% | Reduced |
| Public Sector Pension Investment Board | 22,753 | $3.06M | 0.01% | +791+3.6% | Added |
| Man Group plc | 21,461 | $2.88M | 0.01% | +7,601+54.8% | Added |
| Rhumbline Advisers | 20,867 | $2.80M | 0.00% | −804−3.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 17,704 | $2.38M | 0.01% | +594+3.5% | Added |
| Creative Planning | 16,888 | $2.27M | 0.00% | +7,189+74.1% | Added |
| Qube Research & Technologies Ltd | 15,707 | $2.11M | 0.00% | −3,217−17.0% | Reduced |
| Captrust Financial Advisors | 15,703 | $2.11M | 0.00% | +14,212+953.2% | Added |
| Empowered Funds, LLC | 15,319 | $2.06M | 0.01% | +15,319 | New |
| FMR LLC | 14,117 | $1.90M | 0.00% | +6,824+93.6% | Added |
| Legal & General Group Plc | 13,879 | $1.86M | 0.00% | −1,725−11.1% | Reduced |
| Ieq Capital, LLC | 13,185 | $1.77M | 0.01% | −4,774−26.6% | Reduced |
| Swiss National Bank | 12,700 | $1.71M | 0.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 12,568 | $1.69M | 0.26% | +2,061+19.6% | Added |
| Franklin Resources Inc | 12,491 | $1.68M | 0.00% | −1,836−12.8% | Reduced |
| Tudor Investment Corp Et Al | 12,325 | $1.66M | 0.01% | −13,089−51.5% | Reduced |
| Exchange Traded Concepts, LLC | 11,836 | $1.59M | 0.01% | +11,836 | New |
| Price T Rowe Associates Inc | 11,725 | $1.58M | 0.00% | −25,335−68.4% | Reduced |
| State of Tennessee, Treasury Department | 10,796 | $1.45M | 0.00% | +6,514+152.1% | Added |
| Villanova Investment Management Co LLC | 10,534 | $1.42M | 1.45% | −3,918−27.1% | Reduced |
| Clayton Partners LLC | 10,000 | $1.34M | 0.98% | +10,000 | New |
| UBS Asset Management Americas Inc | 9,926 | $1.33M | 0.00% | +75+0.8% | Added |
| Kennondale Capital Management LLC | 9,774 | $1.31M | 0.95% | +3,937+67.4% | Added |
| Alliancebernstein L.P. | 7,561 | $1.23M | 0.00% | −4−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,061 | $1.08M | 0.02% | −6,666−45.3% | Reduced |
| Jane Street Group, LLC | 7,675 | $1.03M | 0.00% | −17,477−69.5% | Reduced |
| Quinn Opportunity Partners LLC | 7,450 | $1.00M | 0.05% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,347 | $987.2K | 0.00% | −4,639−38.7% | Reduced |
| Quadrature Capital Ltd | 6,525 | $876.6K | 0.01% | −974−13.0% | Reduced |
| Quantbot Technologies LP | 6,214 | $834.9K | 0.03% | −1,344−17.8% | Reduced |
| California State Teachers Retirement System | 6,100 | $819.5K | 0.00% | −48−0.8% | Reduced |
| Deutsche Bank AG | 6,066 | $815.0K | 0.00% | +621+11.4% | Added |
| Jump Financial, LLC | 6,050 | $812.8K | 0.01% | +4,456+279.5% | Added |
| VARCOV Co. | 5,806 | $780.0K | 0.29% | +4,149+250.4% | Added |
| Great West Life Assurance Co | 5,767 | $775.0K | 0.00% | +22+0.4% | Added |
| Vanguard Global Advisers, LLC | 5,634 | $756.9K | 0.00% | +5,634 | New |
| Voya Investment Management LLC | 5,603 | $752.8K | 0.00% | −617−9.9% | Reduced |
| New York State Teachers Retirement System | 5,462 | $734.0K | 0.00% | +61+1.1% | Added |
| Citigroup Inc | 5,228 | $702.4K | 0.00% | +2,186+71.9% | Added |
| Royce & Associates LP | 5,144 | $691.1K | 0.01% | +2,274+79.2% | Added |
| Vident Advisory, LLC | 4,970 | $667.7K | 0.01% | +962+24.0% | Added |
| XTX Topco Ltd | 4,908 | $659.4K | 0.01% | +4,908 | New |
| Mariner, LLC | 4,652 | $624.8K | 0.00% | −639−12.1% | Reduced |
| UBS Group AG | 4,599 | $617.9K | 0.00% | −2,453−34.8% | Reduced |
| Brevan Howard Capital Management LP | 4,594 | $617.2K | 0.01% | +3,276+248.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,444 | $597.1K | 0.00% | −1,296−22.6% | Reduced |
| Thrivent Financial for Lutherans | 4,237 | $569.0K | 0.00% | −125−2.9% | Reduced |
| Vanguard Asset Management, Ltd | 4,195 | $563.6K | 0.00% | +4,195 | New |
| Barclays PLC | 4,190 | $562.9K | 0.00% | −7,063−62.8% | Reduced |
| BNP Paribas Arbitrage, SA | 4,079 | $548.0K | 0.00% | −11,471−73.8% | Reduced |
| CenterBook Partners LP | 3,955 | $531.4K | 0.03% | −2,293−36.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,948 | $530.4K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,800 | $510.5K | 0.00% | +3,800 | New |
| CWM, LLC | 3,642 | $489.3K | 0.00% | −2,723−42.8% | Reduced |
| Quantinno Capital Management LP | 3,639 | $489.0K | 0.00% | −105−2.8% | Reduced |
| MetLife Investment Management | 3,634 | $488.2K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 3,446 | $463.0K | 0.01% | +77+2.3% | Added |
| State of Alaska, Department of Revenue | 3,397 | $456.0K | 0.00% | −98−2.8% | Reduced |
| Janus Henderson Group PLC | 3,054 | $409.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,006 | $403.9K | 0.00% | +16+0.5% | Added |
| Polymer Capital Management (US) LLC | 2,982 | $400.6K | 0.06% | +1,429+92.0% | Added |
| Canada Pension Plan Investment Board | 2,900 | $389.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,897 | $389.2K | 0.01% | +2,897 | New |