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, Q2 2026

Institutional positions in Virtus Investment Partners, Inc. as of Jun 30, 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: 233; 0 vs. Q1 2026
Shares held: 5.98M; +290.9K (+5.1%) vs. Q1 2026
Total value: $858.4M; +$94.2M (+12.3%) vs. Q1 2026
New holders: 31; 92 more added
Sold out: 31; 58 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 233 institutions

Value heldQ2 2026: $858.4M

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	223	$1.30B
Q1 2024	212	$1.42B
Q4 2023	188	$1.39B
Q3 2023	175	$1.18B
Q2 2023	171	$1.17B
Q1 2023	173	$1.15B
Q4 2022	178	$1.15B
Q3 2022	175	$946.0M
Q2 2022	175	$1.03B
Q1 2022	187	$1.50B
Q4 2021	200	$1.89B
Q3 2021	198	$1.99B
Q2 2021	194	$1.77B
Q1 2021	177	$1.48B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Virtus Investment Partners, Inc.; share changes are against Q1 2026.

Institutions holding VRTS in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Avion Wealth	4	$0	0.00%	00.0%	Unchanged
Gilpin Wealth Management, LLC	1	$144	0.00%	−2−66.7%	Reduced
Huntington National Bank	1	$144	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	1	$144	0.00%	00.0%	Unchanged
Davis Capital Management	1	$144	0.00%	+1	New
Strategic Wealth Partners, Ltd.	2	$287	0.00%	−11−84.6%	Reduced
Plante Moran Financial Advisors, LLC	2	$287	0.00%	+2	New
Fortis Group Advisors, LLC	3	$359	0.00%	00.0%	Unchanged
Triumph Capital Management	3	$430	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	3	$431	0.00%	+2+200.0%	Added
Cornerstone Financial Management LLC	4	$574	0.00%	−7−63.6%	Reduced
Bell Investment Advisors, Inc	4	$574	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	4	$574	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	4	$574	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	4	$574	0.00%	+4	New
CoreCap Advisors, LLC	4	$574	0.00%	+4	New
Comprehensive Financial Planning, Inc.	4	$574	0.00%	+4	New
Farmers & Merchants Investments Inc	5	$718	0.00%	00.0%	Unchanged
JNBA Financial Advisors	5	$718	0.00%	00.0%	Unchanged
Fairman Group, LLC	6	$861	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	6	$861	0.00%	+5+500.0%	Added
Stone House Investment Management, LLC	6	$861	0.00%	+6	New
Keating Financial Advisory Services, Inc.	6	$861	0.00%	+6	New
Prestige Wealth Management Group LLC	7	$1.00K	0.00%	00.0%	Unchanged
Country Trust Bank	7	$1.00K	0.00%	00.0%	Unchanged
Financial Consulate, Inc	8	$1.15K	0.00%	00.0%	Unchanged
Manning & Napier Advisors LLC	8	$1.15K	0.00%	+8	New
Allied Private Wealth LLC	8	$1.24K	0.00%	+8	New
MTM Investment Management, LLC	9	$1.29K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	9	$1.29K	0.00%	+8+800.0%	Added
JPL Wealth Management, LLC	11	$1.58K	0.00%	+1+10.0%	Added
Whittier Trust Co of Nevada Inc	11	$1.71K	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	12	$1.72K	0.00%	00.0%	Unchanged
NBT Bank N A	12	$1.72K	0.00%	00.0%	Unchanged
Harbour Investments, Inc.	13	$1.85K	0.00%	+1+8.3%	Added
Centerpoint Advisors, LLC	12	$2.00K	0.00%	00.0%	Unchanged
Covestor Ltd	11	$2.00K	0.00%	+6+120.0%	Added
Eastern Bank	16	$2.30K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	18	$2.58K	0.00%	00.0%	Unchanged
WealthCollab, LLC	20	$2.87K	0.00%	+20	New
Wealth Enhancement Trust Services, Inc.	21	$3.01K	0.00%	+21	New
Basecamp Wealth Advisors LLC	24	$3.44K	0.00%	+10+71.4%	Added
Smartleaf Asset Management LLC	24	$3.46K	0.00%	00.0%	Unchanged
Sachetta, LLC	26	$3.73K	0.00%	+26	New
Bare Financial Services, Inc	27	$3.88K	0.00%	+7+35.0%	Added
JTC Employer Solutions Trusteee Ltd	25	$4.00K	0.00%	00.0%	Unchanged
Fulcrum Asset Management LLP	28	$4.03K	0.00%	+28	New
Clearstead Advisors, LLC	29	$4.16K	0.00%	+29	New
Northwestern Mutual Wealth Management Co	30	$4.30K	0.00%	00.0%	Unchanged
SBI Securities Co., Ltd.	30	$4.30K	0.00%	+8+36.4%	Added
Optiver Holding B.V.	31	$4.45K	0.00%	−103−76.9%	Reduced
Godfrey Financial Associates, Inc.	33	$4.74K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	32	$5.00K	0.00%	+21+190.9%	Added
SJS Investment Consulting Inc.	37	$5.31K	0.00%	+27+270.0%	Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	39	$5.60K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	40	$5.74K	0.00%	+16+66.7%	Added
Private Wealth Asset Management, LLC	44	$6.31K	0.00%	00.0%	Unchanged
Quarry LP	45	$6.46K	0.00%	+45	New
Parallel Advisors, LLC	47	$6.75K	0.00%	+11+30.6%	Added
Nisa Investment Advisors, LLC	49	$7.03K	0.00%	+29+145.0%	Added
True Wealth Design, LLC	50	$7.17K	0.00%	+33+194.1%	Added
MCF Advisors LLC	62	$8.90K	0.00%	00.0%	Unchanged
Virginia Estate & Retirement Planning Advisors Inc.	500	$10.3K	0.01%	00.0%	Unchanged
Rockefeller Capital Management L.P.	75	$10.8K	0.00%	−74−49.7%	Reduced
Umb Bank N A	86	$12.3K	0.00%	+1+1.2%	Added
Trust Co of Toledo NA	90	$12.9K	0.00%	00.0%	Unchanged
Steward Partners Investment Advisory, LLC	100	$14.3K	0.00%	−50−33.3%	Reduced
Signaturefd, LLC	104	$14.9K	0.00%	+8+8.3%	Added
Public Employees Retirement System of Ohio	105	$15.1K	0.00%	+56+114.3%	Added
Rothschild Investment LLC	114	$16.4K	0.00%	+56+96.6%	Added
Versant Capital Management, Inc	115	$16.5K	0.00%	00.0%	Unchanged
Ameritas Advisory Services, LLC	117	$16.8K	0.00%	+117	New
Sterling Capital Management LLC	129	$18.5K	0.00%	−85−39.7%	Reduced
Advisor Group Holdings, Inc.	136	$19.7K	0.00%	+25+22.5%	Added
Harbor Capital Advisors, Inc.	140	$20.0K	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	139	$20.2K	0.00%	00.0%	Unchanged
St Germain D J Co Inc	171	$24.5K	0.00%	00.0%	Unchanged
IFP Advisors, Inc	181	$26.0K	0.00%	+111+158.6%	Added
Tower Research Capital LLC (TRC)	184	$26.4K	0.00%	−289−61.1%	Reduced
KBC Group NV	240	$34.0K	0.00%	00.0%	Unchanged
Caitlin John, LLC	246	$35.3K	0.02%	−1,111−81.9%	Reduced
Essential Partners LLC	249	$35.7K	0.02%	+137+122.3%	Added
EverSource Wealth Advisors, LLC	255	$36.6K	0.00%	+147+136.1%	Added
GAMMA Investing LLC	270	$38.7K	0.00%	+125+86.2%	Added
US Bancorp	273	$39.2K	0.00%	+15+5.8%	Added
Assetmark, Inc	289	$41.5K	0.00%	+20+7.4%	Added
Jones Financial Companies LLLP	308	$45.5K	0.00%	+182+144.4%	Added
Pinnacle Wealth Planning Services, Inc.	358	$51.4K	0.00%	+2+0.6%	Added
Royal Bank of Canada	485	$70.0K	0.00%	−1,807−78.8%	Reduced
Ensign Peak Advisors, Inc	515	$73.9K	0.00%	−50−8.8%	Reduced
Ameritas Investment Partners, Inc.	549	$78.8K	0.00%	00.0%	Unchanged
The PNC Financial Services Group, Inc.	589	$84.5K	0.00%	+218+58.8%	Added
Allworth Financial LP	648	$93.0K	0.00%	+475+274.6%	Added
Farther Finance Advisors, LLC	777	$111.5K	0.00%	+171+28.2%	Added
HM Payson & Co	1,000	$143.5K	0.00%	00.0%	Unchanged
Mitsubishi UFJ Trust & Banking Corp	1,026	$147.2K	0.00%	+1,026	New
Aquatic Capital Management LLC	1,190	$170.8K	0.01%	−1,049−46.9%	Reduced
Advisors Asset Management, Inc.	1,261	$181.0K	0.00%	+356+39.3%	Added
KLP Kapitalforvaltning AS	1,400	$200.9K	0.00%	00.0%	Unchanged
Neuberger Berman Group LLC	1,402	$201.2K	0.00%	+1,402	New