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 |
|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 2,853 | $383.3K | 0.11% | +884+44.9% | Added |
| HighTower Advisors, LLC | 2,853 | $383.3K | 0.00% | +2,853 | New |
| Wealth Enhancement Advisory Services, LLC | 2,957 | $376.4K | 0.00% | −344−10.4% | Reduced |
| Louisiana State Employees Retirement System | 2,800 | $376.2K | 0.01% | −100−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 2,741 | $368.3K | 0.00% | −83−2.9% | Reduced |
| Wells Fargo & Company | 2,651 | $356.2K | 0.00% | −4,765−64.3% | Reduced |
| WBI Investments | 2,618 | $351.7K | 0.10% | +1,150+78.3% | Added |
| Millington Securities, LLC | 2,618 | $351.7K | 0.10% | +2,618 | New |
| Susquehanna International Group, LLP | 2,596 | $348.8K | 0.00% | +2,596 | New |
| HSBC Holdings PLC | 2,582 | $339.4K | 0.00% | −13−0.5% | Reduced |
| New York State Common Retirement Fund | 2,458 | $330.2K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,441 | $327.9K | 0.00% | +241+11.0% | Added |
| First Citizens Bank & Trust Co | 2,438 | $327.5K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,423 | $325.5K | 0.00% | +2,423 | New |
| Odyssean, LLC | 2,377 | $319.4K | 0.12% | +2,377 | New |
| Envestnet Portfolio Solutions, Inc. | 2,353 | $316.1K | 0.00% | −7−0.3% | Reduced |
| Royal Bank of Canada | 2,292 | $308.0K | 0.00% | −85,932−97.4% | Reduced |
| Aquatic Capital Management LLC | 2,239 | $300.8K | 0.01% | −1,328−37.2% | Reduced |
| Capital Investment Advisors, LLC | 1,970 | $264.7K | 0.00% | +116+6.3% | Added |
| Mercer Global Advisors Inc | 1,832 | $246.1K | 0.00% | −245−11.8% | Reduced |
| Amalgamated Bank | 1,829 | $246.0K | 0.00% | −17−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,816 | $244.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 1,800 | $242.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 1,764 | $237.0K | 0.00% | −37−2.1% | Reduced |
| Seizert Capital Partners, LLC | 1,760 | $236.5K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,741 | $233.9K | 0.00% | −652−27.2% | Reduced |
| Yousif Capital Management, LLC | 1,686 | $226.5K | 0.00% | −34−2.0% | Reduced |
| Axq Capital, LP | 1,677 | $225.3K | 0.03% | +1,677 | New |
| Schonfeld Strategic Advisors LLC | 1,672 | $224.6K | 0.00% | −124−6.9% | Reduced |
| SG Americas Securities, LLC | 1,657 | $223.0K | 0.00% | −4,755−74.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,609 | $217.0K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,602 | $215.2K | 0.01% | +1,602 | New |
| BTG Pactual Asset Management US LLC | 1,598 | $214.7K | 0.02% | +1,598 | New |
| Fifth Third Bancorp | 1,573 | $211.3K | 0.00% | +1,514+2,566.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,570 | $210.9K | 0.00% | −2−0.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,513 | $203.3K | 0.00% | +1,513 | New |
| Intech Investment Management LLC | 1,490 | $200.2K | 0.00% | −1,395−48.4% | Reduced |
| Oregon Public Employees Retirement Fund | 1,436 | $192.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 1,400 | $188.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,357 | $182.3K | 0.11% | −272−16.7% | Reduced |
| HM Payson & Co | 1,000 | $134.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 905 | $121.6K | 0.00% | +317+53.9% | Added |
| Quadrant Capital Group LLC | 646 | $86.8K | 0.00% | +383+145.6% | Added |
| Farther Finance Advisors, LLC | 606 | $79.5K | 0.00% | +372+159.0% | Added |
| Ensign Peak Advisors, Inc | 565 | $75.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 549 | $73.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 473 | $63.5K | 0.00% | −2,282−82.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413 | $55.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 371 | $49.8K | 0.00% | −128−25.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 356 | $47.8K | 0.00% | −188−34.6% | Reduced |
| Assetmark, Inc | 269 | $36.1K | 0.00% | +269 | New |
| US Bancorp | 258 | $34.7K | 0.00% | +172+200.0% | Added |
| KBC Group NV | 240 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 214 | $28.8K | 0.00% | −162−43.1% | Reduced |
| International Assets Investment Management, LLC | 200 | $26.2K | 0.00% | +200 | New |
| Allworth Financial LP | 173 | $23.3K | 0.00% | +34+24.5% | Added |
| St Germain D J Co Inc | 171 | $23.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 150 | $20.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 149 | $20.0K | 0.00% | +113+313.9% | Added |
| GAMMA Investing LLC | 145 | $19.5K | 0.00% | +106+271.8% | Added |
| MAI Capital Management | 142 | $19.1K | 0.00% | +130+1,083.3% | Added |
| Harbor Capital Advisors, Inc. | 140 | $19.0K | 0.00% | +70+100.0% | Added |
| Hilltop National Bank | 141 | $18.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 134 | $18.0K | 0.00% | +116+644.4% | Added |
| Salomon & Ludwin, LLC | 139 | $17.7K | 0.00% | +94+208.9% | Added |
| Jones Financial Companies LLLP | 126 | $16.3K | 0.00% | +26+26.0% | Added |
| Versant Capital Management, Inc | 115 | $15.4K | 0.00% | +101+721.4% | Added |
| Essential Partners LLC | 112 | $15.0K | 0.01% | −18−13.8% | Reduced |
| Advisor Group Holdings, Inc. | 111 | $15.0K | 0.00% | −125−53.0% | Reduced |
| EverSource Wealth Advisors, LLC | 108 | $14.5K | 0.00% | −31−22.3% | Reduced |
| Bessemer Group Inc | 95 | $13.0K | 0.00% | +61+179.4% | Added |
| Signaturefd, LLC | 96 | $12.9K | 0.00% | +55+134.1% | Added |
| Trust Co of Toledo NA | 90 | $12.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 85 | $11.4K | 0.00% | +3+3.7% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 500 | $10.2K | 0.05% | +500 | New |
| SRS Capital Advisors, Inc. | 74 | $9.94K | 0.00% | +56+311.1% | Added |
| IFP Advisors, Inc | 70 | $9.40K | 0.00% | −75−51.7% | Reduced |
| MCF Advisors LLC | 62 | $8.33K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 58 | $7.79K | 0.00% | −7−10.8% | Reduced |
| Public Employees Retirement System of Ohio | 49 | $6.58K | 0.00% | +49 | New |
| Private Wealth Asset Management, LLC | 44 | $5.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $5.24K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 38 | $5.11K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $4.84K | 0.00% | +28+350.0% | Added |
| Godfrey Financial Associates, Inc. | 33 | $4.43K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 32 | $4.36K | 0.00% | +32 | New |
| Northwestern Mutual Wealth Management Co | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 27 | $3.63K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 24 | $3.22K | 0.00% | +2+9.1% | Added |
| Smartleaf Asset Management LLC | 24 | $3.12K | 0.00% | −78−76.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $2.96K | 0.00% | +15+214.3% | Added |
| 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 |
| Private Wealth Management Group, LLC | 18 | $2.42K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 14 | $2.41K | 0.00% | −293−95.4% | Reduced |
| True Wealth Design, LLC | 17 | $2.28K | 0.00% | −48−73.8% | Reduced |
| Eastern Bank | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 15 | $2.02K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |