Skip to main content

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.

Institutional holdersQ1 2026: 237 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 heldQ1 2026: $765.4M
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Intech Investment Management LLC1,490$200.2K0.00%−1,395−48.4%Reduced
Vanguard Investments Australia, Ltd.1,513$203.3K0.00%+1,513New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,570$210.9K0.00%−2−0.1%Reduced
Fifth Third Bancorp1,573$211.3K0.00%+1,514+2,566.1%Added
BTG Pactual Asset Management US LLC1,598$214.7K0.02%+1,598New
Focus Financial Network, Inc.1,602$215.2K0.01%+1,602New
Teachers Retirement System of the State of Kentucky1,609$217.0K0.00%00.0%Unchanged
SG Americas Securities, LLC1,657$223.0K0.00%−4,755−74.2%Reduced
Schonfeld Strategic Advisors LLC1,672$224.6K0.00%−124−6.9%Reduced
Axq Capital, LP1,677$225.3K0.03%+1,677New
Yousif Capital Management, LLC1,686$226.5K0.00%−34−2.0%Reduced
Cerity Partners LLC1,741$233.9K0.00%−652−27.2%Reduced
Seizert Capital Partners, LLC1,760$236.5K0.01%00.0%Unchanged
Arizona State Retirement System1,764$237.0K0.00%−37−2.1%Reduced
Handelsbanken Fonder AB1,800$242.0K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey1,816$244.0K0.00%00.0%Unchanged
Amalgamated Bank1,829$246.0K0.00%−17−0.9%Reduced
Mercer Global Advisors Inc1,832$246.1K0.00%−245−11.8%Reduced
Capital Investment Advisors, LLC1,970$264.7K0.00%+116+6.3%Added
Aquatic Capital Management LLC2,239$300.8K0.01%−1,328−37.2%Reduced
Royal Bank of Canada2,292$308.0K0.00%−85,932−97.4%Reduced
Envestnet Portfolio Solutions, Inc.2,353$316.1K0.00%−7−0.3%Reduced
Odyssean, LLC2,377$319.4K0.12%+2,377New
Balyasny Asset Management LLC2,423$325.5K0.00%+2,423New
First Citizens Bank & Trust Co2,438$327.5K0.01%00.0%Unchanged
RSM US Wealth Management LLC2,441$327.9K0.00%+241+11.0%Added
New York State Common Retirement Fund2,458$330.2K0.00%00.0%Unchanged
HSBC Holdings PLC2,582$339.4K0.00%−13−0.5%Reduced
Susquehanna International Group, LLP2,596$348.8K0.00%+2,596New
WBI Investments2,618$351.7K0.10%+1,150+78.3%Added
Millington Securities, LLC2,618$351.7K0.10%+2,618New
Wells Fargo & Company2,651$356.2K0.00%−4,765−64.3%Reduced
Manufacturers Life Insurance Company, The2,741$368.3K0.00%−83−2.9%Reduced
Louisiana State Employees Retirement System2,800$376.2K0.01%−100−3.4%Reduced
Wealth Enhancement Advisory Services, LLC2,957$376.4K0.00%−344−10.4%Reduced
HighTower Advisors, LLC2,853$383.3K0.00%+2,853New
EntryPoint Capital, LLC2,853$383.3K0.11%+884+44.9%Added
Evergreen Capital Management LLC2,897$389.2K0.01%+2,897New
Canada Pension Plan Investment Board2,900$389.6K0.00%00.0%Unchanged
Polymer Capital Management (US) LLC2,982$400.6K0.06%+1,429+92.0%Added
Mirae Asset Global ETFs Holdings Ltd.3,006$403.9K0.00%+16+0.5%Added
Janus Henderson Group PLC3,054$409.9K0.00%00.0%Unchanged
State of Alaska, Department of Revenue3,397$456.0K0.00%−98−2.8%Reduced
Illinois Municipal Retirement Fund3,446$463.0K0.01%+77+2.3%Added
MetLife Investment Management3,634$488.2K0.00%00.0%Unchanged
Quantinno Capital Management LP3,639$489.0K0.00%−105−2.8%Reduced
CWM, LLC3,642$489.3K0.00%−2,723−42.8%Reduced
Virginia Retirement Systems Et Al3,800$510.5K0.00%+3,800New
Susquehanna Fundamental Investments, LLC3,948$530.4K0.02%00.0%Unchanged
CenterBook Partners LP3,955$531.4K0.03%−2,293−36.7%Reduced
BNP Paribas Arbitrage, SA4,079$548.0K0.00%−11,471−73.8%Reduced
Barclays PLC4,190$562.9K0.00%−7,063−62.8%Reduced
Vanguard Asset Management, Ltd4,195$563.6K0.00%+4,195New
Thrivent Financial for Lutherans4,237$569.0K0.00%−125−2.9%Reduced
Mirae Asset Global Investments Co., Ltd.4,444$597.1K0.00%−1,296−22.6%Reduced
Brevan Howard Capital Management LP4,594$617.2K0.01%+3,276+248.6%Added
UBS Group AG4,599$617.9K0.00%−2,453−34.8%Reduced
Mariner, LLC4,652$624.8K0.00%−639−12.1%Reduced
XTX Topco Ltd4,908$659.4K0.01%+4,908New
Vident Advisory, LLC4,970$667.7K0.01%+962+24.0%Added
Royce & Associates LP5,144$691.1K0.01%+2,274+79.2%Added
Citigroup Inc5,228$702.4K0.00%+2,186+71.9%Added
New York State Teachers Retirement System5,462$734.0K0.00%+61+1.1%Added
Voya Investment Management LLC5,603$752.8K0.00%−617−9.9%Reduced
Vanguard Global Advisers, LLC5,634$756.9K0.00%+5,634New
Great West Life Assurance Co5,767$775.0K0.00%+22+0.4%Added
VARCOV Co.5,806$780.0K0.29%+4,149+250.4%Added
Jump Financial, LLC6,050$812.8K0.01%+4,456+279.5%Added
Deutsche Bank AG6,066$815.0K0.00%+621+11.4%Added
California State Teachers Retirement System6,100$819.5K0.00%−48−0.8%Reduced
Quantbot Technologies LP6,214$834.9K0.03%−1,344−17.8%Reduced
Quadrature Capital Ltd6,525$876.6K0.01%−974−13.0%Reduced
Russell Investments Group, Ltd.7,347$987.2K0.00%−4,639−38.7%Reduced
Quinn Opportunity Partners LLC7,450$1.00M0.05%00.0%Unchanged
Jane Street Group, LLC7,675$1.03M0.00%−17,477−69.5%Reduced
Y-Intercept (Hong Kong) Ltd8,061$1.08M0.02%−6,666−45.3%Reduced
Alliancebernstein L.P.7,561$1.23M0.00%−4−0.1%Reduced
Kennondale Capital Management LLC9,774$1.31M0.95%+3,937+67.4%Added
UBS Asset Management Americas Inc9,926$1.33M0.00%+75+0.8%Added
Clayton Partners LLC10,000$1.34M0.98%+10,000New
Villanova Investment Management Co LLC10,534$1.42M1.45%−3,918−27.1%Reduced
State of Tennessee, Treasury Department10,796$1.45M0.00%+6,514+152.1%Added
Price T Rowe Associates Inc11,725$1.58M0.00%−25,335−68.4%Reduced
Exchange Traded Concepts, LLC11,836$1.59M0.01%+11,836New
Tudor Investment Corp Et Al12,325$1.66M0.01%−13,089−51.5%Reduced
Franklin Resources Inc12,491$1.68M0.00%−1,836−12.8%Reduced
Huber Capital Management LLC12,568$1.69M0.26%+2,061+19.6%Added
Swiss National Bank12,700$1.71M0.00%00.0%Unchanged
Ieq Capital, LLC13,185$1.77M0.01%−4,774−26.6%Reduced
Legal & General Group Plc13,879$1.86M0.00%−1,725−11.1%Reduced
FMR LLC14,117$1.90M0.00%+6,824+93.6%Added
Empowered Funds, LLC15,319$2.06M0.01%+15,319New
Captrust Financial Advisors15,703$2.11M0.00%+14,212+953.2%Added
Qube Research & Technologies Ltd15,707$2.11M0.00%−3,217−17.0%Reduced
Creative Planning16,888$2.27M0.00%+7,189+74.1%Added
Connor, Clark & Lunn Investment Management Ltd.17,704$2.38M0.01%+594+3.5%Added
Rhumbline Advisers20,867$2.80M0.00%−804−3.7%Reduced
Man Group plc21,461$2.88M0.01%+7,601+54.8%Added
Public Sector Pension Investment Board22,753$3.06M0.01%+791+3.6%Added
Ameriprise Financial Inc23,354$3.14M0.00%−8,942−27.7%Reduced