Virtus Investment PartnersVRTS
13F holders, Q2 2026 (June 30)234holders −4
29new positions
31sold out
4famous investors
$143.52avg. 13F price*
At the end of Q2 2026, 234 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, down 4 from Q1 2026. 29 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($151.6M), Vanguard Portfolio Management LLC ($64.6M) and State Street Corp. ($64.3M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Virtus Investment Partners
- CUSIP
- 92828Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $6.3M |
| Exits | 31 | $20.4M |
All 13F filers, Q1 2026 → Q2 2026: 700,396 shares bought and 412,557 shares sold, net +287,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| BlackRock, Inc. | 0.00% | Add +5.7% | 1,056,614 | $151.6M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -7.2% | 450,124 | $64.6M |
| State Street Corp. | 0.00% | Add +2.2% | 448,314 | $64.3M |
| Victory Capital Management Inc. | 0.03% | Add +11.0% | 352,930 | $50.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.5% | 315,715 | $45.3M |
| AQR Capital Management | 0.01% | Add +116.7% | 286,625 | $41.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.0% | 279,848 | $40.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.9% | 279,346 | $40.1M |
| American Century Companies Inc. | 0.01% | Add +3.5% | 195,363 | $28.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 165,425 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +54.5% | 142,881 | $20.6M |
| Brown Advisory Inc. | 0.02% | Add +5.3% | 109,414 | $15.7M |
| Two Sigma Investments, LP | 0.01% | Add +24.7% | 107,942 | $15.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.1% | 97,582 | $14.0M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 89,042 | $12.8M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 85,422 | $12.3M |
| Glenmede Trust Co. NA | 0.05% | Add +39.7% | 78,279 | $11.2M |
| Algert Global LLC | 0.13% | Add +1.1% | 77,962 | $11.2M |
| Nuveen, LLC | 0.00% | Add +114.5% | 75,847 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 70,719 | $10.1M |
| Zimmer Partners, LP | 0.17% | Reduce -39.7% | 50,708 | $7.3M |
| First Trust Advisors LP | 0.00% | Reduce -9.8% | 47,751 | $6.9M |
| Millennium Management | 0.00% | Reduce -21.7% | 46,179 | $6.6M |
| Bessemer Group Inc. | 0.01% | Add +45077.9% | 42,919 | $6.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.4% | 41,736 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -15.3% | 40,071 | $5.8M |
| FMR LLC | 0.00% | Add +171.1% | 38,268 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.3% | 36,331 | $5.2M |
| Bank of America Corp. | 0.00% | Add +29.8% | 33,917 | $4.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.6% | 30,360 | $4.4M |
| Renaissance Technologies | 0.01% | Add +4.4% | 28,429 | $4.1M |
| Invesco Ltd. | 0.00% | Reduce -10.1% | 26,782 | $3.8M |
| Creative Planning | 0.00% | Add +57.7% | 26,631 | $3.8M |
| AWH Capital, L.P. | 2.44% | No change | 24,742 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -42.7% | 24,024 | $3.4M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 23,626 | $3.4M |
| Ieq Capital, LLC | 0.01% | Add +72.0% | 22,680 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -5.0% | 21,627 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.6% | 20,410 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -9.1% | 18,969 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 17,804 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -43.8% | 17,415 | $2.5M |
| Empowered Funds, LLC | 0.01% | Add +9.6% | 16,792 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -6.4% | 16,571 | $2.4M |
| XTX Topco Ltd | 0.03% | Add +217.7% | 15,591 | $2.2M |
| Huber Capital Management LLC | 0.33% | Add +23.1% | 15,468 | $2.2M |
| Mariner, LLC | 0.00% | Add +204.8% | 14,181 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +257.0% | 14,095 | $2.0M |
| UBS Group AG | 0.00% | Add +205.0% | 14,029 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 13,684 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 12,908 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 12,733 | $1.8M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 12,600 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | New | 12,533 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -59.3% | 11,790 | $1.7M |
| Villanova Investment Management Co LLC | 1.54% | Add +7.1% | 11,284 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +517.4% | 10,748 | $1.5M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -12.7% | 10,339 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +35.7% | 9,967 | $1.4M |
| Kennondale Capital Management LLC | 0.93% | No change | 9,774 | $1.4M |
| Royce & Associates LP | 0.01% | Add +89.9% | 9,768 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +193.5% | 8,680 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.3% | 8,706 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +101.5% | 8,218 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +340.2% | 8,064 | $1.2M |
| Quadrature Capital Ltd | 0.01% | Add +16.2% | 7,583 | $1.1M |
| Quinn Opportunity Partners LLC | 0.05% | No change | 7,450 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +21.8% | 7,431 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +103.7% | 7,412 | $1.1M |
| Jump Financial, LLC | 0.01% | Add +19.0% | 7,200 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +17.8% | 7,147 | $1.0M |
| Clayton Partners LLC | 0.66% | Reduce -30.0% | 7,000 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 7,470 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +148.5% | 6,588 | $945K |
| Voya Investment Management LLC | 0.00% | Add +3.4% | 5,795 | $832K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.5% | 5,796 | $831K |
| Balyasny Asset Management L.P. | 0.00% | Add +134.5% | 5,683 | $816K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,634 | $808K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -31.4% | 5,531 | $794K |
| New York State Teachers Retirement System | 0.00% | Reduce -3.5% | 5,271 | $756K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +18.1% | 5,249 | $753K |
| Quantbot Technologies LP | 0.03% | Reduce -17.0% | 5,156 | $740K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.7% | 4,690 | $673K |
| Lido Advisors, LLC | 0.00% | New | 4,412 | $633K |
| Allstate Corp. | 0.01% | New | 4,304 | $618K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 4,195 | $602K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 4,125 | $592K |
| HSBC Holdings PLC | 0.00% | Add +52.4% | 3,934 | $572K |
| MetLife Investment Management, LLC | 0.00% | Add +3.2% | 3,750 | $538K |
| Citigroup Inc. | 0.00% | Reduce -28.7% | 3,726 | $535K |
| Entropy Technologies, LP | 0.02% | New | 3,724 | $534K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.0% | 3,479 | $499K |
| Choreo, LLC | 0.01% | Add +34.8% | 3,290 | $472K |
| Barclays PLC | 0.00% | Reduce -26.5% | 3,078 | $442K |
| Jupiter Topco LLC | 0.00% | — | 3,054 | $439K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.1% | 2,944 | $422K |
| Canada Pension Plan Investment Board | 0.00% | No change | 2,900 | $416K |
| EntryPoint Capital, LLC | 0.10% | No change | 2,853 | $409K |
| Caxton Associates LLP | 0.01% | New | 2,809 | $403K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +67.8% | 2,805 | $403K |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.