Virtus Investment Partners, Inc.

VRTS

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000883237

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2026: 237 institutions

Value heldQ1 2026: $765.4M

Institutions holding VRTS and their total value by quarter
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.

Institutions holding VRTS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Avion Wealth	4	$0	0.00%	+4	New
Rossby Financial, LCC	1	$131	0.00%	+1	New
Bruce G. Allen Investments, LLC	1	$134	0.00%	−4−80.0%	Reduced
Sunbelt Securities, Inc.	1	$134	0.00%	−2−66.7%	Reduced
Huntington National Bank	1	$134	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	1	$134	0.00%	00.0%	Unchanged
Larson Financial Group LLC	1	$134	0.00%	+1	New
Princeton Global Asset Management LLC	1	$134	0.00%	+1	New
Fortis Group Advisors, LLC	3	$336	0.00%	00.0%	Unchanged
Triumph Capital Management	3	$403	0.00%	00.0%	Unchanged
Gilpin Wealth Management, LLC	3	$404	0.00%	+3	New
Bell Investment Advisors, Inc	4	$538	0.00%	+4	New
Retirement Wealth Solutions LLC	4	$538	0.00%	+4	New
Rialto Wealth Management, LLC	4	$538	0.00%	+4	New
Farmers & Merchants Investments Inc	5	$672	0.00%	00.0%	Unchanged
JNBA Financial Advisors	5	$672	0.00%	00.0%	Unchanged
Fairman Group, LLC	6	$806	0.00%	00.0%	Unchanged
Spire Wealth Management	6	$806	0.00%	+1+20.0%	Added
Country Trust Bank	7	$940	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	7	$941	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	7	$941	0.00%	00.0%	Unchanged
Resources Management Corp	7	$1.00K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	11	$1.00K	0.00%	+4+57.1%	Added
Covestor Ltd	5	$1.00K	0.00%	00.0%	Unchanged
Financial Consulate, Inc	8	$1.07K	0.00%	00.0%	Unchanged
Wealth Preservation Advisors, LLC	8	$1.07K	0.00%	+8	New
MTM Investment Management, LLC	9	$1.21K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	10	$1.34K	0.00%	+9+900.0%	Added
Twin Peaks Wealth Advisors, LLC	10	$1.34K	0.00%	+10	New
JPL Wealth Management, LLC	10	$1.34K	0.00%	+10	New
Whittier Trust Co of Nevada Inc	11	$1.41K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	11	$1.48K	0.00%	+8+266.7%	Added
NBT Bank N A	12	$1.61K	0.00%	−151−92.6%	Reduced
Parkside Financial Bank & Trust	12	$1.61K	0.00%	−11−47.8%	Reduced
Harbour Investments, Inc.	12	$1.67K	0.00%	+12	New
Strategic Wealth Partners, Ltd.	13	$1.75K	0.00%	00.0%	Unchanged
Basecamp Wealth Advisors LLC	14	$1.88K	0.00%	+12+600.0%	Added
Centerpoint Advisors, LLC	12	$2.00K	0.00%	+12	New
Medallion Wealth Advisors, LLC	15	$2.02K	0.00%	00.0%	Unchanged
Eastern Bank	16	$2.15K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	17	$2.28K	0.00%	−48−73.8%	Reduced
Aster Capital Management (DIFC) Ltd	14	$2.41K	0.00%	−293−95.4%	Reduced
Private Wealth Management Group, LLC	18	$2.42K	0.00%	00.0%	Unchanged
Nisa Investment Advisors, LLC	20	$2.69K	0.00%	−811−97.6%	Reduced
Bare Financial Services, Inc	20	$2.69K	0.00%	+17+566.7%	Added
SBI Securities Co., Ltd.	22	$2.96K	0.00%	+15+214.3%	Added
JTC Employer Solutions Trusteee Ltd	25	$3.00K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	24	$3.12K	0.00%	−78−76.5%	Reduced
Massmutual Trust Co FSB	24	$3.22K	0.00%	+2+9.1%	Added
Root Financial Partners, LLC	27	$3.63K	0.00%	+27	New
Northwestern Mutual Wealth Management Co	30	$4.03K	0.00%	00.0%	Unchanged
Advisory Services Network, LLC	32	$4.36K	0.00%	+32	New
Godfrey Financial Associates, Inc.	33	$4.43K	0.00%	00.0%	Unchanged
Parallel Advisors, LLC	36	$4.84K	0.00%	+28+350.0%	Added
Los Angeles Capital Management LLC	38	$5.11K	0.00%	00.0%	Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	39	$5.24K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	44	$5.91K	0.00%	00.0%	Unchanged
Public Employees Retirement System of Ohio	49	$6.58K	0.00%	+49	New
Rothschild Investment LLC	58	$7.79K	0.00%	−7−10.8%	Reduced
MCF Advisors LLC	62	$8.33K	0.00%	00.0%	Unchanged
IFP Advisors, Inc	70	$9.40K	0.00%	−75−51.7%	Reduced
SRS Capital Advisors, Inc.	74	$9.94K	0.00%	+56+311.1%	Added
Virginia Estate & Retirement Planning Advisors Inc.	500	$10.2K	0.05%	+500	New
Umb Bank N A	85	$11.4K	0.00%	+3+3.7%	Added
Trust Co of Toledo NA	90	$12.1K	0.00%	00.0%	Unchanged
Signaturefd, LLC	96	$12.9K	0.00%	+55+134.1%	Added
Bessemer Group Inc	95	$13.0K	0.00%	+61+179.4%	Added
EverSource Wealth Advisors, LLC	108	$14.5K	0.00%	−31−22.3%	Reduced
Advisor Group Holdings, Inc.	111	$15.0K	0.00%	−125−53.0%	Reduced
Essential Partners LLC	112	$15.0K	0.01%	−18−13.8%	Reduced
Versant Capital Management, Inc	115	$15.4K	0.00%	+101+721.4%	Added
Jones Financial Companies LLLP	126	$16.3K	0.00%	+26+26.0%	Added
Salomon & Ludwin, LLC	139	$17.7K	0.00%	+94+208.9%	Added
Optiver Holding B.V.	134	$18.0K	0.00%	+116+644.4%	Added
Hilltop National Bank	141	$18.9K	0.00%	00.0%	Unchanged
Harbor Capital Advisors, Inc.	140	$19.0K	0.00%	+70+100.0%	Added
MAI Capital Management	142	$19.1K	0.00%	+130+1,083.3%	Added
GAMMA Investing LLC	145	$19.5K	0.00%	+106+271.8%	Added
Rockefeller Capital Management L.P.	149	$20.0K	0.00%	+113+313.9%	Added
Steward Partners Investment Advisory, LLC	150	$20.2K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	171	$23.0K	0.00%	00.0%	Unchanged
Allworth Financial LP	173	$23.3K	0.00%	+34+24.5%	Added
International Assets Investment Management, LLC	200	$26.2K	0.00%	+200	New
Sterling Capital Management LLC	214	$28.8K	0.00%	−162−43.1%	Reduced
KBC Group NV	240	$32.0K	0.00%	00.0%	Unchanged
US Bancorp	258	$34.7K	0.00%	+172+200.0%	Added
Assetmark, Inc	269	$36.1K	0.00%	+269	New
Pinnacle Wealth Planning Services, Inc.	356	$47.8K	0.00%	−188−34.6%	Reduced
The PNC Financial Services Group, Inc.	371	$49.8K	0.00%	−128−25.7%	Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)	413	$55.5K	0.00%	00.0%	Unchanged
Tower Research Capital LLC (TRC)	473	$63.5K	0.00%	−2,282−82.8%	Reduced
Ameritas Investment Partners, Inc.	549	$73.8K	0.00%	00.0%	Unchanged
Ensign Peak Advisors, Inc	565	$75.9K	0.00%	00.0%	Unchanged
Farther Finance Advisors, LLC	606	$79.5K	0.00%	+372+159.0%	Added
Quadrant Capital Group LLC	646	$86.8K	0.00%	+383+145.6%	Added
Advisors Asset Management, Inc.	905	$121.6K	0.00%	+317+53.9%	Added
HM Payson & Co	1,000	$134.3K	0.00%	00.0%	Unchanged
Caitlin John, LLC	1,357	$182.3K	0.11%	−272−16.7%	Reduced
KLP Kapitalforvaltning AS	1,400	$188.1K	0.00%	00.0%	Unchanged
Oregon Public Employees Retirement Fund	1,436	$192.9K	0.00%	00.0%	Unchanged