Virtus Investment PartnersVRTS
13F holders, Q1 2025 (March 31)236holders −2
28new positions
32sold out
8famous investors
$172.78avg. 13F price*
At the end of Q1 2025, 236 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, down 2 from Q4 2024. 28 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($184.4M), Vanguard Group Inc. ($155.6M) and Dimensional Fund Advisors LP ($52.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Virtus Investment Partners
- CUSIP
- 92828Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $11.6M |
| Exits | 32 | $16.5M |
All 13F filers, Q4 2024 → Q1 2025: 312,948 shares bought and 323,976 shares sold, net −11,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 236 holders
| BlackRock, Inc. | 0.00% | Add +0.2% | 1,069,910 | $184.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 902,576 | $155.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.7% | 305,701 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.3% | 299,961 | $51.7M |
| State Street Corp. | 0.00% | Reduce -2.5% | 288,670 | $49.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 154,021 | $26.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.1% | 116,845 | $20.1M |
| American Century Companies Inc. | 0.01% | Add +38.5% | 113,192 | $19.5M |
| Northern Trust Corp. | 0.00% | Add +1.4% | 107,639 | $18.6M |
| WCM Investment Management, LLC | 0.05% | Reduce -6.2% | 102,178 | $17.7M |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 94,775 | $16.3M |
| Victory Capital Management Inc. | 0.02% | Add +1.1% | 94,674 | $16.3M |
| Morgan Stanley | 0.00% | Reduce -11.0% | 91,700 | $15.8M |
| Vulcan Value Partners, LLC | 0.28% | Reduce -12.1% | 86,700 | $14.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.6% | 86,164 | $14.9M |
| Brown Advisory Inc. | 0.02% | Reduce -1.4% | 83,811 | $14.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.1% | 68,071 | $11.7M |
| Fisher Asset Management | 0.01% | Reduce -6.5% | 66,971 | $11.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +4.8% | 63,830 | $11.0M |
| Gator Capital Management, LLC | 4.01% | Add +190.8% | 60,810 | $10.5M |
| Millennium Management | 0.01% | Add +10.8% | 58,788 | $10.1M |
| Glenmede Trust Co. NA | 0.05% | Reduce -2.6% | 56,566 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 55,982 | $9.6M |
| Nuveen, LLC | 0.00% | — | 55,922 | $9.6M |
| AQR Capital Management | 0.01% | Add +12.9% | 52,391 | $9.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +4.5% | 46,602 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Add +3.4% | 39,629 | $6.8M |
| Norges Bank | 0.00% | Reduce -24.1% | 32,707 | $5.6M |
| Man Group plc | 0.02% | Add +10.4% | 32,461 | $5.6M |
| Invesco Ltd. | 0.00% | Add +5.5% | 31,427 | $5.4M |
| Bank of America Corp. | 0.00% | Add +1.7% | 30,765 | $5.3M |
| Algert Global LLC | 0.12% | Add +7.0% | 28,787 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.6% | 26,817 | $4.6M |
| AWH Capital, L.P. | 5.81% | Reduce -11.1% | 23,242 | $4.0M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -15.7% | 21,456 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -1.0% | 21,259 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +27.4% | 20,953 | $3.6M |
| Meritage Portfolio Management | 0.23% | Reduce -2.1% | 20,541 | $3.5M |
| Prudential Financial Inc. | 0.01% | Reduce -7.8% | 14,863 | $3.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -17.9% | 18,966 | $3.3M |
| Legal & General Group Plc | 0.00% | Reduce -1.7% | 18,074 | $3.1M |
| Citadel Advisors | 0.00% | New | 18,007 | $3.1M |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 17,181 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +110.9% | 16,453 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -6.3% | 16,230 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +156.9% | 16,112 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +49.9% | 15,653 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +57.5% | 15,543 | $2.7M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -4.1% | 14,093 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +55.3% | 14,035 | $2.4M |
| Barclays PLC | 0.00% | Reduce -15.6% | 12,917 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -7.2% | 12,900 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +38.8% | 12,103 | $2.1M |
| Martingale Asset Management L P | 0.05% | Reduce -5.3% | 11,737 | $2.0M |
| Renaissance Technologies | 0.00% | Add +720.8% | 11,729 | $2.0M |
| Villanova Investment Management Co LLC | 1.95% | Reduce -65.6% | 3,936 | $2.0M |
| UBS Group AG | 0.00% | Add +114.4% | 10,909 | $1.9M |
| Panagora Asset Management Inc. | 0.01% | Add +0.0% | 10,807 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -21.0% | 10,463 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -14.2% | 10,157 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +63.6% | 10,086 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +88.3% | 10,012 | $1.7M |
| Citigroup Inc. | 0.00% | Add +1.9% | 9,966 | $1.7M |
| Basswood Capital Management, L.L.C. | 0.09% | Reduce -84.7% | 9,464 | $1.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +103.2% | 9,347 | $1.6M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 9,102 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -0.7% | 8,928 | $1.5M |
| Creative Planning | 0.00% | Add +102.9% | 8,719 | $1.5M |
| AlphaQuest LLC | 0.16% | Add +25.1% | 8,716 | $1.5M |
| Huber Capital Management LLC | 0.28% | Reduce -14.0% | 8,568 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +38.7% | 8,041 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 7,665 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -5.2% | 7,300 | $1.3M |
| Nebula Research & Development LLC | 0.11% | Add +86.3% | 7,141 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +83.3% | 7,127 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | New | 6,988 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +94.1% | 6,971 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 6,878 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 6,716 | $1.2M |
| FMR LLC | 0.00% | Reduce -17.1% | 6,703 | $1.2M |
| California State Teachers Retirement System | 0.00% | No change | 6,602 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +20.8% | 6,587 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.7% | 6,353 | $1.1M |
| Edgestream Partners, L.P. | 0.04% | New | 6,103 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 5,694 | $981K |
| Exchange Traded Concepts, LLC | 0.02% | Add +10.6% | 5,640 | $972K |
| XTX Topco Ltd | 0.05% | New | 5,588 | $963K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +11.6% | 5,376 | $931K |
| New York State Teachers Retirement System | 0.00% | No change | 5,403 | $931K |
| Numerai GP LLC | 0.17% | New | 5,253 | $905K |
| Brevan Howard Capital Management LP | 0.03% | Add +360.3% | 5,105 | $880K |
| Magnetar Financial LLC | 0.01% | Add +181.7% | 4,978 | $858K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 4,846 | $835K |
| HSBC Holdings PLC | 0.00% | Add +138.4% | 4,787 | $819K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +59.1% | 4,753 | $819K |
| Jump Financial, LLC | 0.01% | Add +29.6% | 4,680 | $807K |
| Mackenzie Financial Corp. | 0.00% | Add +20.8% | 4,241 | $731K |
| Kennondale Capital Management LLC | 0.77% | No change | 4,107 | $708K |
| Quantbot Technologies LP | 0.02% | Add +233.1% | 4,010 | $691K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 3,952 | $681K |
| MetLife Investment Management, LLC | 0.00% | Reduce -4.7% | 3,932 | $678K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 3,715 | $640K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.2% | 3,656 | $630K |
| Illinois Municipal Retirement Fund | 0.01% | No change | 3,629 | $625K |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 3,496 | $603K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.3% | 3,474 | $599K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.6% | 3,406 | $587K |
| Vident Advisory, LLC | 0.01% | Reduce -17.0% | 3,369 | $581K |
| EntryPoint Capital, LLC | 0.26% | Reduce -3.6% | 3,337 | $575K |
| Janus Henderson Group PLC | 0.00% | No change | 3,236 | $561K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.1% | 3,100 | $534K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +35.9% | 2,957 | $510K |
| Amundi | 0.00% | Reduce -17.8% | 3,070 | $501K |
| Tudor Investment Corporation | 0.00% | Reduce -38.5% | 2,847 | $491K |
| Polymer Capital Management (US) LLC | 0.14% | New | 2,763 | $476K |
| Sei Investments Co. | 0.00% | Add +1.3% | 2,724 | $469K |
| Gsa Capital Partners LLP | 0.04% | New | 2,709 | $467K |
| Quadrant Capital Group LLC | 0.02% | Add +773.2% | 2,672 | $461K |
| Engineers Gate Manager LP | 0.01% | Add +100.2% | 2,639 | $455K |
| Point72 Asset Management | 0.00% | Reduce -8.3% | 2,477 | $427K |
| New York State Common Retirement Fund | 0.00% | Reduce -6.5% | 2,458 | $424K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.7% | 2,436 | $420K |
| Cetera Investment Advisers | 0.00% | Reduce -14.0% | 2,339 | $403K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,286 | $394K |
| Comerica Bank | 0.00% | Reduce -2.9% | 2,263 | $390K |
| Mariner, LLC | 0.00% | Reduce -23.4% | 2,261 | $390K |
| Walleye Capital LLC | 0.00% | New | 2,224 | $383K |
| Choreo, LLC | 0.01% | Reduce -1.4% | 2,034 | $351K |
| Quadrature Capital Ltd | 0.01% | Reduce -40.5% | 1,956 | $337K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -83.5% | 1,936 | $334K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -14.4% | 1,925 | $332K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.5% | 1,919 | $331K |
| Arizona State Retirement System | 0.00% | Reduce -6.9% | 1,913 | $330K |
| Amalgamated Bank | 0.00% | Reduce -1.9% | 1,894 | $326K |
| Allianz Asset Management GmbH | 0.00% | No change | 1,800 | $310K |
| Axq Capital, LP | 0.12% | New | 1,745 | $301K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -72.0% | 1,693 | $292K |
| MQS Management LLC | 0.16% | New | 1,644 | $283K |
| Inceptionr LLC | 0.08% | New | 1,630 | $281K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 1,579 | $272K |
| ProShare Advisors LLC | 0.00% | Reduce -23.0% | 1,567 | $270K |
| Trexquant Investment LP | 0.00% | Add +56.4% | 1,481 | $255K |
| Cibc World Markets Corp. | 0.00% | New | 1,477 | $255K |
| Seizert Capital Partners, LLC | 0.01% | New | 1,467 | $253K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -6.4% | 1,462 | $252K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 1,448 | $250K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,442 | $249K |
| R Squared Ltd | 0.26% | Add +311.8% | 1,400 | $241K |
| Quantinno Capital Management LP | 0.00% | New | 1,352 | $233K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -18.8% | 1,300 | $224K |
| Handelsbanken Fonder AB | 0.00% | No change | 1,300 | $224K |
| Entropy Technologies, LP | 0.02% | New | 1,270 | $219K |
| City Center Advisors, LLC | 0.25% | Reduce -12.6% | 1,229 | $212K |
| Truist Financial Corp. | 0.00% | Reduce -0.2% | 1,215 | $209K |
| SG Americas Securities, LLC | 0.00% | Reduce -30.6% | 1,179 | $203K |
| Aquatic Capital Management LLC | 0.00% | Reduce -33.8% | 1,032 | $178K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $172K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Add +56.2% | 895 | $154K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +20.5% | 864 | $149K |
| Shell Asset Management Co. | 0.01% | Reduce -4.0% | 805 | $139K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -78.5% | 737 | $127K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 689 | $119K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 584 | $100K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 542 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.1% | 484 | $83K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 413 | $71K |
| KBC Group NV | 0.00% | No change | 395 | $68K |
| Signaturefd, LLC | 0.00% | Add +30.3% | 366 | $63K |
| Coldstream Capital Management Inc. | 0.00% | New | 295 | $51K |
| Cwm, LLC | 0.00% | Reduce -37.8% | 211 | $36K |
| Lazard Asset Management LLC | 0.00% | Reduce -10.0% | 206 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 174 | $30K |
| Osaic Holdings, Inc. | 0.00% | Add +59.6% | 166 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -24.0% | 152 | $26K |
| Headlands Technologies LLC | 0.00% | Reduce -49.8% | 146 | $25K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 131 | $25K |
| Curat Global, LLC | 0.03% | — | 130 | $22K |
| Hillsdale Investment Management Inc. | 0.00% | New | 125 | $22K |
| US Bancorp \de | 0.00% | Add +94.9% | 115 | $20K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 110 | $19K |
| Versant Capital Management, Inc | 0.00% | New | 90 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +40.3% | 87 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +146.9% | 79 | $14K |
| Rise Advisors, LLC | 0.01% | Add +23.7% | 73 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 48 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | — | 44 | $8K |
| Promethos Capital, LLC | 0.00% | No change | 43 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +53.6% | 43 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -15.7% | 43 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -50.0% | 40 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -16.7% | 35 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -59.5% | 30 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -19.4% | 29 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.2% | 26 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 20 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $4K |
| SVB Wealth LLC | 0.00% | New | 25 | $4K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 25 | $4K |
| Stonebridge Financial Group, LLC | 0.00% | Add +43.8% | 23 | $4K |
| Jones Financial Companies LLLP | 0.00% | Add +35.7% | 19 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.2% | 17 | $3K |
| Rothschild Investment LLC | 0.00% | Add +700.0% | 16 | $3K |
| Eastern Bank | 0.00% | No change | 16 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 15 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -6.7% | 14 | $2K |
| SouthState Bank Corp | 0.00% | New | 14 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $2K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 12 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 11 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -80.8% | 10 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 8 | $1K |
| Quarry LP | 0.00% | New | 8 | $1K |
| Fairman Group, LLC | 0.00% | No change | 6 | $1K |
| Allworth Financial LP | 0.00% | Reduce -38.5% | 8 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +20.0% | 6 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -44.4% | 5 | $862 |
| Brooklyn Investment Group | 0.00% | New | 5 | $862 |
| JNBA Financial Advisors | 0.00% | No change | 5 | $862 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 5 | $862 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $862 |
| Spire Wealth Management | 0.00% | Reduce -44.4% | 5 | $862 |
| MAI Capital Management | 0.00% | No change | 3 | $518 |
| Horizon Investments, LLC | 0.00% | Add +200.0% | 3 | $510 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $431 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $345 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $345 |
| Huntington National Bank | 0.00% | Reduce -80.0% | 2 | $344 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -95.8% | 1 | $174 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $173 |
| SJS Investment Consulting Inc. | 0.00% | No change | 1 | $173 |
| Private Trust Co. NA | 0.00% | No change | 1 | $172 |
| Hemington Wealth Management | 0.00% | Reduce -75.0% | 1 | $0 |
| Covestor Ltd | 0.00% | No change | 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.