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, 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
- +293.3K (+5.2%) vs. Q1 2026
- Total value
- $858.4M
- +$94.2M (+12.3%) vs. Q1 2026
- New holders
- 31
- 93 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 26,631 | $3.82M | 0.00% | +9,743+57.7% | Added |
| Invesco Ltd. | 26,782 | $3.84M | 0.00% | −3,022−10.1% | Reduced |
| Renaissance Technologies LLC | 28,429 | $4.08M | 0.01% | +1,200+4.4% | Added |
| Principal Financial Group Inc | 30,360 | $4.36M | 0.00% | −497−1.6% | Reduced |
| Bank of America Corp | 33,917 | $4.87M | 0.00% | +7,793+29.8% | Added |
| Goldman Sachs Group Inc | 36,331 | $5.21M | 0.00% | −33,917−48.3% | Reduced |
| FMR LLC | 38,268 | $5.49M | 0.00% | +24,151+171.1% | Added |
| Prudential Financial Inc | 40,071 | $5.75M | 0.01% | −7,255−15.3% | Reduced |
| Vanguard Fiduciary Trust Co | 41,736 | $5.99M | 0.00% | +960+2.4% | Added |
| Bessemer Group Inc | 42,919 | $6.16M | 0.01% | +42,824+45,077.9% | Added |
| Millennium Management LLC | 46,179 | $6.63M | 0.00% | −12,809−21.7% | Reduced |
| First Trust Advisors LP | 47,751 | $6.85M | 0.00% | −5,179−9.8% | Reduced |
| Zimmer Partners, LP | 50,708 | $7.28M | 0.17% | −33,413−39.7% | Reduced |
| Bank of New York Mellon Corp | 70,719 | $10.1M | 0.00% | +965+1.4% | Added |
| Nuveen, LLC | 75,847 | $10.9M | 0.00% | +40,482+114.5% | Added |
| Algert Global LLC | 77,962 | $11.2M | 0.13% | +864+1.1% | Added |
| Glenmede Trust Co NA | 78,279 | $11.2M | 0.05% | +22,238+39.7% | Added |
| Northern Trust Corp | 85,422 | $12.3M | 0.00% | +7,374+9.4% | Added |
| Morgan Stanley | 89,042 | $12.8M | 0.00% | −7,014−7.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,582 | $14.0M | 0.04% | +1,010+1.0% | Added |
| Two Sigma Investments, LP | 107,942 | $15.5M | 0.01% | +21,389+24.7% | Added |
| Brown Advisory Inc | 109,414 | $15.7M | 0.02% | +5,548+5.3% | Added |
| JPMorgan Chase & Co | 142,881 | $20.6M | 0.00% | +50,419+54.5% | Added |
| Geode Capital Management, LLC | 165,425 | $23.7M | 0.00% | +6,200+3.9% | Added |
| American Century Companies Inc | 195,363 | $28.0M | 0.01% | +6,550+3.5% | Added |
| Charles Schwab Investment Management Inc | 279,346 | $40.1M | 0.01% | +20,531+7.9% | Added |
| Vanguard Capital Management LLC | 279,848 | $40.2M | 0.00% | −5,698−2.0% | Reduced |
| AQR Capital Management LLC | 286,625 | $41.1M | 0.01% | +154,351+116.7% | Added |
| Dimensional Fund Advisors LP | 315,715 | $45.3M | 0.01% | +10,600+3.5% | Added |
| Victory Capital Management Inc | 352,930 | $50.6M | 0.03% | +34,921+11.0% | Added |
| State Street Corp | 448,314 | $64.3M | 0.00% | +9,580+2.2% | Added |
| Vanguard Portfolio Management LLC | 450,124 | $64.6M | 0.00% | −34,766−7.2% | Reduced |
| BlackRock, Inc. | 1,056,614 | $151.6M | 0.00% | +57,246+5.7% | Added |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −59,210−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −21,461−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −15,707−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,325−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −7,675−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −5,806−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −4,970−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Medallion Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |