Virtus Investment PartnersVRTS
13F holders, Q4 2024 (December 31)238holders +10
19new positions
16sold out
7famous investors
$220.59avg. 13F price*
At the end of Q4 2024, 238 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, up 10 from Q3 2024. 19 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($235.6M), Vanguard Group Inc. ($199.1M) and Dimensional Fund Advisors LP ($70.8M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $7.7M |
| Exits | 16 | $8.8M |
All 13F filers, Q3 2024 → Q4 2024: 211,144 shares bought and 246,535 shares sold, net −35,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| BlackRock, Inc. | 0.00% | Add +0.8% | 1,068,209 | $235.6M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 902,739 | $199.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.2% | 320,893 | $70.8M |
| State Street Corp. | 0.00% | Reduce -0.4% | 295,922 | $65.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.3% | 276,880 | $61.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 158,028 | $34.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.8% | 150,069 | $33.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 111,711 | $24.6M |
| WCM Investment Management, LLC | 0.06% | Reduce -4.4% | 108,927 | $24.0M |
| Northern Trust Corp. | 0.00% | Add +10.2% | 106,104 | $23.4M |
| Morgan Stanley | 0.00% | Reduce -22.8% | 103,051 | $22.7M |
| Vulcan Value Partners, LLC | 0.36% | Reduce -14.3% | 98,628 | $21.8M |
| Victory Capital Management Inc. | 0.02% | Reduce -5.0% | 93,648 | $20.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 88,501 | $19.5M |
| Brown Advisory Inc. | 0.02% | Reduce -3.1% | 84,962 | $18.7M |
| American Century Companies Inc. | 0.01% | Add +33.6% | 81,738 | $18.0M |
| Fisher Asset Management | 0.01% | Add +4.7% | 71,600 | $15.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -14.7% | 70,971 | $15.7M |
| Basswood Capital Management, L.L.C. | 0.80% | Reduce -44.0% | 61,846 | $13.6M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +7.6% | 60,890 | $13.4M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.2% | 58,068 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +19.5% | 57,187 | $12.6M |
| Millennium Management | 0.01% | Reduce -4.2% | 53,054 | $11.7M |
| AQR Capital Management | 0.01% | Reduce -4.1% | 46,395 | $10.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +1.8% | 45,632 | $10.1M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -10.6% | 44,612 | $9.8M |
| Norges Bank | 0.00% | Reduce -7.6% | 43,082 | $9.5M |
| Principal Financial Group Inc. | 0.00% | Add +3.7% | 38,339 | $8.5M |
| Bank of America Corp. | 0.00% | Add +6.6% | 30,246 | $6.7M |
| Invesco Ltd. | 0.00% | Add +0.7% | 29,774 | $6.6M |
| Man Group plc | 0.02% | Add +0.5% | 29,390 | $6.5M |
| Algert Global LLC | 0.14% | Add +2.9% | 26,917 | $5.9M |
| AWH Capital, L.P. | 6.86% | No change | 26,150 | $5.8M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -19.7% | 25,456 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 24,921 | $5.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Reduce -13.8% | 23,094 | $5.1M |
| Lombard Odier Asset Management (Europe) Ltd | 0.34% | Reduce -8.0% | 23,000 | $5.1M |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 21,483 | $4.7M |
| Meritage Portfolio Management | 0.29% | Reduce -6.0% | 20,973 | $4.6M |
| Gator Capital Management, LLC | 1.74% | Add +14.1% | 20,915 | $4.6M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 18,393 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.6% | 17,329 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +49.1% | 17,262 | $3.8M |
| Public Sector Pension Investment Board | 0.02% | Add +16.4% | 16,453 | $3.6M |
| Prudential Financial Inc. | 0.00% | Add +44.6% | 16,124 | $3.6M |
| Barclays PLC | 0.00% | Add +8.4% | 15,304 | $3.4M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.9% | 14,698 | $3.2M |
| Zacks Investment Management | 0.03% | New | 14,165 | $3.1M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 13,900 | $3.1M |
| HRT Financial LP | 0.02% | Reduce -5.2% | 13,239 | $2.9M |
| Martingale Asset Management L P | 0.07% | Add +27.2% | 12,395 | $2.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -35.3% | 11,843 | $2.6M |
| ExodusPoint Capital Management, LP | 0.03% | Add +322.8% | 11,736 | $2.6M |
| Villanova Investment Management Co LLC | 2.25% | Add +10.7% | 11,436 | $2.5M |
| Panagora Asset Management Inc. | 0.01% | Reduce -11.6% | 10,804 | $2.4M |
| Marshall Wace, LLP | 0.00% | Add +180.1% | 10,442 | $2.3M |
| Huber Capital Management LLC | 0.44% | Reduce -9.1% | 9,968 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +7.1% | 9,872 | $2.2M |
| Citigroup Inc. | 0.00% | Add +11.8% | 9,780 | $2.2M |
| Franklin Resources Inc. | 0.00% | Reduce -6.6% | 9,167 | $2.0M |
| Teacher Retirement System of Texas | 0.01% | Add +17.9% | 9,036 | $2.0M |
| Verition Fund Management LLC | 0.01% | Add +143.7% | 8,987 | $2.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.1% | 8,722 | $1.9M |
| FMR LLC | 0.00% | Reduce -44.5% | 8,089 | $1.8M |
| D. E. Shaw & Co. | 0.00% | Add +43.3% | 7,802 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Add +8.4% | 7,700 | $1.7M |
| Alliancebernstein L.P. | 0.00% | No change | 7,676 | $1.7M |
| AlphaQuest LLC | 0.20% | Reduce -27.1% | 6,967 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.3% | 6,883 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +52.4% | 6,716 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.7% | 6,602 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -41.6% | 6,271 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -23.1% | 6,166 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -36.5% | 6,042 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -2.8% | 5,796 | $1.3M |
| Santa Monica Partners LP | 0.68% | Reduce -6.5% | 5,680 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +275.6% | 5,453 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -10.8% | 5,403 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +122.6% | 5,316 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.5% | 5,099 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.5% | 5,098 | $1.1M |
| UBS Group AG | 0.00% | Add +34.1% | 5,088 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +17.9% | 4,818 | $1.1M |
| Tudor Investment Corporation | 0.01% | Reduce -8.5% | 4,633 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 4,599 | $1.0M |
| Creative Planning | 0.00% | Add +103.3% | 4,298 | $948K |
| MetLife Investment Management, LLC | 0.00% | Add +8.0% | 4,126 | $910K |
| Kennondale Capital Management LLC | 0.98% | — | 4,107 | $906K |
| Vident Advisory, LLC | 0.02% | Add +4.5% | 4,057 | $895K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.6% | 3,889 | $858K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.1% | 3,849 | $849K |
| Nebula Research & Development LLC | 0.10% | Add +8.0% | 3,834 | $846K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 3,777 | $833K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,715 | $819K |
| Amundi | 0.00% | Add +165.6% | 3,734 | $803K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -4.3% | 3,629 | $800K |
| Private Client Services, LLC | 0.43% | New | 3,622 | $799K |
| Jump Financial, LLC | 0.02% | Reduce -10.1% | 3,612 | $797K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.3% | 3,594 | $793K |
| Squarepoint Ops LLC | 0.00% | Reduce -4.8% | 3,592 | $792K |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.