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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.

Institutional holdersQ2 2026: 233 institutions
Q1 2021: 178 institutionsQ2 2021: 195 institutionsQ3 2021: 199 institutionsQ4 2021: 201 institutionsQ1 2022: 188 institutionsQ2 2022: 176 institutionsQ3 2022: 176 institutionsQ4 2022: 178 institutionsQ1 2023: 173 institutionsQ2 2023: 171 institutionsQ3 2023: 176 institutionsQ4 2023: 188 institutionsQ1 2024: 212 institutionsQ2 2024: 224 institutionsQ3 2024: 228 institutionsQ4 2024: 238 institutionsQ1 2025: 236 institutionsQ2 2025: 243 institutionsQ3 2025: 229 institutionsQ4 2025: 235 institutionsQ1 2026: 237 institutionsQ2 2026: 233 institutions
Value heldQ2 2026: $858.4M
Q1 2021: $1.48BQ2 2021: $1.77BQ3 2021: $1.99BQ4 2021: $1.89BQ1 2022: $1.50BQ2 2022: $1.03BQ3 2022: $946.2MQ4 2022: $1.15BQ1 2023: $1.15BQ2 2023: $1.17BQ3 2023: $1.18BQ4 2023: $1.39BQ1 2024: $1.42BQ2 2024: $1.30BQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $971.3MQ2 2025: $1.01BQ3 2025: $1.08BQ4 2025: $931.5MQ1 2026: $765.4MQ2 2026: $858.4M
Institutions holding VRTS and their total value by quarter
QuarterHoldersValue
Q2 2026233$858.4M
Q1 2026237$765.4M
Q4 2025235$931.5M
Q3 2025229$1.08B
Q2 2025243$1.01B
Q1 2025236$971.3M
Q4 2024238$1.24B
Q3 2024228$1.18B
Q2 2024224$1.30B
Q1 2024212$1.42B
Q4 2023188$1.39B
Q3 2023176$1.18B
Q2 2023171$1.17B
Q1 2023173$1.15B
Q4 2022178$1.15B
Q3 2022176$946.2M
Q2 2022176$1.03B
Q1 2022188$1.50B
Q4 2021201$1.89B
Q3 2021199$1.99B
Q2 2021195$1.77B
Q1 2021178$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
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust12$1.72K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc11$1.71K0.00%00.0%Unchanged
JPL Wealth Management, LLC11$1.58K0.00%+1+10.0%Added
MTM Investment Management, LLC9$1.29K0.00%00.0%Unchanged
Larson Financial Group LLC9$1.29K0.00%+8+800.0%Added
Allied Private Wealth LLC8$1.24K0.00%+8New
Manning & Napier Advisors LLC8$1.15K0.00%+8New
Financial Consulate, Inc8$1.15K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC7$1.00K0.00%00.0%Unchanged
Country Trust Bank7$1.00K0.00%00.0%Unchanged
Fairman Group, LLC6$8610.00%00.0%Unchanged
Bruce G. Allen Investments, LLC6$8610.00%+5+500.0%Added
Stone House Investment Management, LLC6$8610.00%+6New
Keating Financial Advisory Services, Inc.6$8610.00%+6New
Farmers & Merchants Investments Inc5$7180.00%00.0%Unchanged
JNBA Financial Advisors5$7180.00%00.0%Unchanged
Cornerstone Financial Management LLC4$5740.00%−7−63.6%Reduced
Bell Investment Advisors, Inc4$5740.00%00.0%Unchanged
Retirement Wealth Solutions LLC4$5740.00%00.0%Unchanged
Rialto Wealth Management, LLC4$5740.00%00.0%Unchanged
UMA Financial Services, Inc.4$5740.00%+4New
CoreCap Advisors, LLC4$5740.00%+4New
Comprehensive Financial Planning, Inc.4$5740.00%+4New
Hughes Financial Services, LLC3$4310.00%+2+200.0%Added
Triumph Capital Management3$4300.00%00.0%Unchanged
Fortis Group Advisors, LLC3$3590.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.2$2870.00%−11−84.6%Reduced
Plante Moran Financial Advisors, LLC2$2870.00%+2New
Gilpin Wealth Management, LLC1$1440.00%−2−66.7%Reduced
Huntington National Bank1$1440.00%00.0%Unchanged
Princeton Global Asset Management LLC1$1440.00%00.0%Unchanged
Davis Capital Management1$1440.00%+1New
Avion Wealth4$00.00%00.0%Unchanged
Gator Capital Management, LLC0$00.00%−59,210−100.0%Sold out
Man Group plc0$00.00%−21,461−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−15,707−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−12,325−100.0%Sold out
Jane Street Group, LLC0$00.00%−7,675−100.0%Sold out
VARCOV Co.0$00.00%−5,806−100.0%Sold out
Vident Advisory, LLC0$00.00%−4,970−100.0%Sold out
CenterBook Partners LP0$00.00%−3,955−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−3,800−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−2,982−100.0%Sold out
Odyssean, LLC0$00.00%−2,377−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−1,970−100.0%Sold out
Handelsbanken Fonder AB0$00.00%−1,800−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−1,760−100.0%Sold out
Axq Capital, LP0$00.00%−1,677−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,657−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−1,570−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−646−100.0%Sold out
MAI Capital Management0$00.00%−142−100.0%Sold out
Hilltop National Bank0$00.00%−141−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−38−100.0%Sold out
Advisory Services Network, LLC0$00.00%−32−100.0%Sold out
Root Financial Partners, LLC0$00.00%−27−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−14−100.0%Sold out
Medallion Wealth Advisors, LLC0$00.00%−15−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−8−100.0%Sold out
Resources Management Corp0$00.00%−7−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−7−100.0%Sold out
Spire Wealth Management0$00.00%−6−100.0%Sold out
Rossby Financial, LCC0$00.00%−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