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 | 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, 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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 2,800 | $401.8K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 2,619 | $375.8K | 0.00% | −122−4.5% | Reduced |
| BTG Pactual Asset Management US LLC | 2,599 | $373.0K | 0.03% | +1,001+62.6% | Added |
| Evergreen Capital Management LLC | 2,591 | $371.8K | 0.01% | −306−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,533 | $363.5K | 0.00% | +2,459+3,323.0% | Added |
| Inceptionr LLC | 2,502 | $359.0K | 0.09% | +2,502 | New |
| New York State Common Retirement Fund | 2,458 | $352.7K | 0.00% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,393 | $343.4K | 0.01% | −45−1.8% | Reduced |
| Colony Group, LLC | 2,328 | $334.2K | 0.00% | +2,328 | New |
| International Assets Investment Management, LLC | 2,300 | $333.9K | 0.02% | +2,100+1,050.0% | Added |
| State of Alaska, Department of Revenue | 2,332 | $333.0K | 0.00% | −1,065−31.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,309 | $331.3K | 0.00% | −44−1.9% | Reduced |
| HighTower Advisors, LLC | 2,295 | $329.3K | 0.00% | −558−19.6% | Reduced |
| Merit Financial Group, LLC | 2,121 | $304.4K | 0.00% | +2,121 | New |
| Brighton Jones LLC | 2,064 | $296.2K | 0.01% | +2,064 | New |
| Brevan Howard Capital Management LP | 1,859 | $266.8K | 0.00% | −2,735−59.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,816 | $260.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 1,809 | $259.6K | 0.00% | −787−30.3% | Reduced |
| Arizona State Retirement System | 1,755 | $251.8K | 0.00% | −9−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,697 | $243.5K | 0.00% | +1,284+310.9% | Added |
| Amalgamated Bank | 1,691 | $243.0K | 0.00% | −138−7.5% | Reduced |
| WBI Investments | 1,670 | $239.6K | 0.06% | −948−36.2% | Reduced |
| Yousif Capital Management, LLC | 1,665 | $238.9K | 0.00% | −21−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,609 | $231.0K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,602 | $229.9K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 1,556 | $223.3K | 0.00% | −9,240−85.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,513 | $217.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 1,510 | $216.7K | 0.00% | +1,510 | New |
| Fifth Third Bancorp | 1,481 | $212.5K | 0.00% | −92−5.8% | Reduced |
| Intech Investment Management LLC | 1,465 | $210.2K | 0.00% | −25−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 1,458 | $209.2K | 0.00% | +22+1.5% | Added |
| JustInvest LLC | 1,439 | $206.5K | 0.00% | +1,439 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,429 | $205.1K | 0.00% | +1,429 | New |
| Neuberger Berman Group LLC | 1,402 | $201.2K | 0.00% | +1,402 | New |
| KLP Kapitalforvaltning AS | 1,400 | $200.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,261 | $181.0K | 0.00% | +356+39.3% | Added |
| Aquatic Capital Management LLC | 1,190 | $170.8K | 0.01% | −1,049−46.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,026 | $147.2K | 0.00% | +1,026 | New |
| HM Payson & Co | 1,000 | $143.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 777 | $111.5K | 0.00% | +171+28.2% | Added |
| Allworth Financial LP | 648 | $93.0K | 0.00% | +475+274.6% | Added |
| The PNC Financial Services Group, Inc. | 589 | $84.5K | 0.00% | +218+58.8% | Added |
| Ameritas Investment Partners, Inc. | 549 | $78.8K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 515 | $73.9K | 0.00% | −50−8.8% | Reduced |
| Royal Bank of Canada | 485 | $70.0K | 0.00% | −1,807−78.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 358 | $51.4K | 0.00% | +2+0.6% | Added |
| Jones Financial Companies LLLP | 308 | $45.5K | 0.00% | +182+144.4% | Added |
| Assetmark, Inc | 289 | $41.5K | 0.00% | +20+7.4% | Added |
| US Bancorp | 273 | $39.2K | 0.00% | +15+5.8% | Added |
| GAMMA Investing LLC | 270 | $38.7K | 0.00% | +125+86.2% | Added |
| EverSource Wealth Advisors, LLC | 255 | $36.6K | 0.00% | +147+136.1% | Added |
| Essential Partners LLC | 249 | $35.7K | 0.02% | +137+122.3% | Added |
| Caitlin John, LLC | 246 | $35.3K | 0.02% | −1,111−81.9% | Reduced |
| KBC Group NV | 240 | $34.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 2,424 | $28.5K | 0.00% | +2,412+20,100.0% | Added |
| Tower Research Capital LLC (TRC) | 184 | $26.4K | 0.00% | −289−61.1% | Reduced |
| IFP Advisors, Inc | 181 | $26.0K | 0.00% | +111+158.6% | Added |
| St Germain D J Co Inc | 171 | $24.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 139 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 136 | $19.7K | 0.00% | +25+22.5% | Added |
| Sterling Capital Management LLC | 129 | $18.5K | 0.00% | −85−39.7% | Reduced |
| Ameritas Advisory Services, LLC | 117 | $16.8K | 0.00% | +117 | New |
| Versant Capital Management, Inc | 115 | $16.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 114 | $16.4K | 0.00% | +56+96.6% | Added |
| Public Employees Retirement System of Ohio | 105 | $15.1K | 0.00% | +56+114.3% | Added |
| Signaturefd, LLC | 104 | $14.9K | 0.00% | +8+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 100 | $14.3K | 0.00% | −50−33.3% | Reduced |
| Trust Co of Toledo NA | 90 | $12.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 86 | $12.3K | 0.00% | +1+1.2% | Added |
| Rockefeller Capital Management L.P. | 75 | $10.8K | 0.00% | −74−49.7% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 500 | $10.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 62 | $8.90K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $7.17K | 0.00% | +33+194.1% | Added |
| Nisa Investment Advisors, LLC | 49 | $7.03K | 0.00% | +29+145.0% | Added |
| Parallel Advisors, LLC | 47 | $6.75K | 0.00% | +11+30.6% | Added |
| Quarry LP | 45 | $6.46K | 0.00% | +45 | New |
| Private Wealth Asset Management, LLC | 44 | $6.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $5.74K | 0.00% | +16+66.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 39 | $5.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $5.31K | 0.00% | +27+270.0% | Added |
| Hantz Financial Services, Inc. | 32 | $5.00K | 0.00% | +21+190.9% | Added |
| Godfrey Financial Associates, Inc. | 33 | $4.74K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 31 | $4.45K | 0.00% | −103−76.9% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 29 | $4.16K | 0.00% | +29 | New |
| Fulcrum Asset Management LLP | 28 | $4.03K | 0.00% | +28 | New |
| JTC Employer Solutions Trusteee Ltd | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $3.88K | 0.00% | +7+35.0% | Added |
| Sachetta, LLC | 26 | $3.73K | 0.00% | +26 | New |
| Smartleaf Asset Management LLC | 24 | $3.46K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 24 | $3.44K | 0.00% | +10+71.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 21 | $3.01K | 0.00% | +21 | New |
| WealthCollab, LLC | 20 | $2.87K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 18 | $2.58K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $2.00K | 0.00% | +6+120.0% | Added |
| Harbour Investments, Inc. | 13 | $1.85K | 0.00% | +1+8.3% | Added |