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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 23,626 | $3.17M | 0.06% | +23,626 | New |
| AWH Capital, L.P. | 24,742 | $3.32M | 3.02% | 00.0% | Unchanged |
| Bank of America Corp | 26,124 | $3.51M | 0.00% | −12,848−33.0% | Reduced |
| Renaissance Technologies LLC | 27,229 | $3.66M | 0.01% | +11,500+73.1% | Added |
| Arrowstreet Capital, Limited Partnership | 28,971 | $3.89M | 0.00% | −2,860−9.0% | Reduced |
| Invesco Ltd. | 29,804 | $4.00M | 0.00% | +3,042+11.4% | Added |
| Principal Financial Group Inc | 30,857 | $4.15M | 0.00% | +596+2.0% | Added |
| SEI Investments Co | 30,963 | $4.16M | 0.00% | +17,811+135.4% | Added |
| Squarepoint Ops LLC | 32,674 | $4.39M | 0.01% | +11,813+56.6% | Added |
| Nuveen, LLC | 35,365 | $4.75M | 0.00% | +87+0.2% | Added |
| Vanguard Fiduciary Trust Co | 40,776 | $5.48M | 0.00% | +40,776 | New |
| Citadel Advisors LLC | 41,958 | $5.64M | 0.00% | +41,958 | New |
| Prudential Financial Inc | 47,326 | $6.36M | 0.01% | +15,310+47.8% | Added |
| First Trust Advisors LP | 52,930 | $7.11M | 0.01% | +14,600+38.1% | Added |
| Glenmede Trust Co NA | 56,041 | $7.53M | 0.04% | −4,292−7.1% | Reduced |
| Millennium Management LLC | 58,988 | $7.93M | 0.01% | +25,220+74.7% | Added |
| Gator Capital Management, LLC | 59,210 | $7.95M | 1.70% | +2,619+4.6% | Added |
| Bank of New York Mellon Corp | 69,754 | $9.37M | 0.00% | −5,220−7.0% | Reduced |
| Goldman Sachs Group Inc | 70,248 | $9.44M | 0.00% | −7,689−9.9% | Reduced |
| Algert Global LLC | 77,098 | $10.4M | 0.16% | −2,779−3.5% | Reduced |
| Northern Trust Corp | 78,048 | $10.5M | 0.00% | −17,840−18.6% | Reduced |
| Zimmer Partners, LP | 84,121 | $11.3M | 0.28% | +59,121+236.5% | Added |
| Two Sigma Investments, LP | 86,553 | $11.6M | 0.01% | +19,046+28.2% | Added |
| JPMorgan Chase & Co | 92,462 | $12.0M | 0.00% | +256+0.3% | Added |
| Morgan Stanley | 96,056 | $12.9M | 0.00% | +20,156+26.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 96,572 | $13.0M | 0.04% | +29,400+43.8% | Added |
| Brown Advisory Inc | 103,866 | $14.0M | 0.02% | +13,392+14.8% | Added |
| AQR Capital Management LLC | 132,274 | $17.8M | 0.01% | +9,549+7.8% | Added |
| Geode Capital Management, LLC | 159,225 | $21.4M | 0.00% | +7,478+4.9% | Added |
| American Century Companies Inc | 188,813 | $25.4M | 0.01% | +16,312+9.5% | Added |
| Charles Schwab Investment Management Inc | 258,815 | $34.8M | 0.01% | −41,283−13.8% | Reduced |
| Vanguard Capital Management LLC | 285,546 | $38.4M | 0.00% | +285,546 | New |
| Dimensional Fund Advisors LP | 305,115 | $41.0M | 0.01% | +7,987+2.7% | Added |
| Victory Capital Management Inc | 318,009 | $42.7M | 0.03% | +72,665+29.6% | Added |
| State Street Corp | 438,734 | $58.9M | 0.00% | +132,359+43.2% | Added |
| Vanguard Portfolio Management LLC | 484,890 | $65.1M | 0.00% | +484,890 | New |
| BlackRock, Inc. | 999,368 | $134.3M | 0.00% | +17,712+1.8% | Added |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −87,812−100.0% | Sold out |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −77,326−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,390−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,088−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −15,982−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,921−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −12,644−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,690−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,624−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,375−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,216−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |