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 |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 3,581 | $790K |
| Mackenzie Financial Corp. | 0.00% | Add +174.7% | 3,511 | $774K |
| EntryPoint Capital, LLC | 0.32% | Add +75.2% | 3,461 | $763K |
| Asset Management One Co., Ltd. | 0.00% | Add +2902.6% | 3,423 | $763K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 3,321 | $733K |
| Quadrature Capital Ltd | 0.01% | Reduce -18.6% | 3,285 | $725K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +46.7% | 3,261 | $719K |
| Janus Henderson Group PLC | 0.00% | No change | 3,236 | $715K |
| Louisiana State Employees Retirement System | 0.01% | No change | 3,200 | $706K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,987 | $659K |
| Mariner, LLC | 0.00% | Add +15.2% | 2,953 | $651K |
| Voloridge Investment Management, LLC | 0.00% | Add +23.0% | 2,831 | $624K |
| Cetera Investment Advisers | 0.00% | Reduce -9.4% | 2,720 | $600K |
| Point72 Asset Management | 0.00% | Add +17.4% | 2,700 | $596K |
| Sei Investments Co. | 0.00% | Add +17.5% | 2,689 | $593K |
| New York State Common Retirement Fund | 0.00% | No change | 2,628 | $580K |
| Voleon Capital Management LP | 0.04% | — | 2,607 | $575K |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.4% | 2,503 | $552K |
| Picton Mahoney Asset Management | 0.02% | New | 2,421 | $534K |
| Los Angeles Capital Management LLC | 0.00% | Add +27.2% | 2,388 | $527K |
| Comerica Bank | 0.00% | Reduce -3.7% | 2,330 | $514K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,286 | $504K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,248 | $496K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -0.1% | 2,176 | $480K |
| Centiva Capital, LP | 0.02% | Reduce -2.7% | 2,082 | $459K |
| Choreo, LLC | 0.01% | Reduce -2.0% | 2,062 | $455K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 2,055 | $453K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 2,035 | $449K |
| HSBC Holdings PLC | 0.00% | Add +16.5% | 2,008 | $444K |
| Amalgamated Bank | 0.00% | Reduce -2.4% | 1,931 | $426K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 1,855 | $409K |
| Allianz Asset Management GmbH | 0.00% | No change | 1,800 | $397K |
| Magnetar Financial LLC | 0.01% | Add +42.9% | 1,767 | $390K |
| SG Americas Securities, LLC | 0.00% | New | 1,698 | $375K |
| KLP Kapitalforvaltning As | 0.00% | — | 1,600 | $353K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.2% | 1,562 | $345K |
| Aquatic Capital Management LLC | 0.01% | Reduce -2.6% | 1,559 | $344K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 1,445 | $319K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,442 | $318K |
| Renaissance Technologies | 0.00% | Reduce -70.2% | 1,429 | $315K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.1% | 1,408 | $311K |
| City Center Advisors, LLC | 0.35% | Reduce -6.8% | 1,406 | $310K |
| Dark Forest Capital Management LP | 0.05% | Reduce -53.8% | 1,396 | $308K |
| Engineers Gate Manager LP | 0.01% | Add +11.1% | 1,318 | $291K |
| Handelsbanken Fonder AB | 0.00% | Add +8.3% | 1,300 | $287K |
| Envestnet Asset Management Inc. | 0.00% | New | 1,271 | $280K |
| Truist Financial Corp. | 0.00% | Add +1.1% | 1,217 | $269K |
| Quantbot Technologies LP | 0.01% | Reduce -42.3% | 1,204 | $266K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 1,141 | $252K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,131 | $249K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -13.5% | 1,109 | $245K |
| Cornercap Investment Counsel Inc. | 0.08% | No change | 1,104 | $244K |
| QRG Capital Management, Inc. | 0.00% | Reduce -6.4% | 1,099 | $242K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -5.7% | 1,054 | $232K |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 1,020 | $225K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $221K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.2% | 1,000 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 960 | $212K |
| Trexquant Investment LP | 0.00% | New | 947 | $209K |
| Praxis Investment Management Inc. | 0.01% | New | 920 | $203K |
| Shell Asset Management Co. | 0.01% | No change | 839 | $185K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.0% | 717 | $158K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 689 | $152K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 584 | $127K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Reduce -17.0% | 573 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 521 | $115K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 413 | $91K |
| KBC Group NV | 0.00% | Add +61.2% | 395 | $87K |
| Cwm, LLC | 0.00% | Add +29.4% | 339 | $75K |
| R Squared Ltd | 0.07% | — | 340 | $75K |
| Quadrant Capital Group LLC | 0.00% | Add +16.4% | 306 | $67K |
| Headlands Technologies LLC | 0.01% | Add +5.0% | 291 | $64K |
| Signaturefd, LLC | 0.00% | Add +16.1% | 281 | $62K |
| Lazard Asset Management LLC | 0.00% | Reduce -6.5% | 229 | $50K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -65.1% | 213 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +170.3% | 200 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 174 | $38K |
| Hilltop National Bank | 0.01% | No change | 141 | $31K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -84.5% | 110 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.6% | 104 | $23K |
| GAMMA Investing LLC | 0.00% | Add +53.9% | 80 | $18K |
| Copeland Capital Management, LLC | 0.00% | New | 77 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +37.0% | 74 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.7% | 62 | $14K |
| US Bancorp \de | 0.00% | No change | 59 | $13K |
| Rise Advisors, LLC | 0.01% | Add +1.7% | 59 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +477.8% | 52 | $11K |
| Fifth Third Bancorp | 0.00% | No change | 51 | $11K |
| Arax Advisory Partners | 0.00% | No change | 49 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 48 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +350.0% | 45 | $10K |
| Promethos Capital, LLC | 0.00% | No change | 43 | $9K |
| UMB Bank, n.a. | 0.00% | Add +31.3% | 42 | $9K |
| LGT Financial Advisors LLC | 0.02% | No change | 41 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 41 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -30.0% | 35 | $8K |
| Lindbrook Capital, LLC | 0.00% | Add +63.6% | 36 | $8K |
| Avior Wealth Management, LLC | 0.00% | New | 33 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +113.3% | 32 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.7% | 28 | $6K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 25 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.3% | 24 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.9% | 24 | $5K |
| Principal Securities, Inc. | 0.00% | Add +53.9% | 20 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $4K |
| Stonebridge Financial Group, LLC | 0.00% | — | 16 | $4K |
| Eastern Bank | 0.00% | No change | 16 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 15 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 15 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 14 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 12 | $3K |
| Allworth Financial LP | 0.00% | Add +62.5% | 13 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 15 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 11 | $2K |
| Huntington National Bank | 0.00% | Add +900.0% | 10 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 9 | $2K |
| Spire Wealth Management | 0.00% | No change | 9 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 7 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $2K |
| Fairman Group, LLC | 0.00% | No change | 6 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 5 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 5 | $1K |
| MAI Capital Management | 0.00% | New | 3 | $662 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $551 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $442 |
| Rothschild Investment LLC | 0.00% | No change | 2 | $441 |
| IFP Advisors, Inc | 0.00% | New | 2 | $441 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $441 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 1 | $221 |
| Private Trust Co. NA | 0.00% | No change | 1 | $221 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $221 |
| Horizon Investments, LLC | 0.00% | New | 1 | $218 |
| Hemington Wealth Management | 0.00% | Add +300.0% | 4 | $0 |
| Covestor Ltd | 0.00% | Add +0.0% | 1 | $0 |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.