Virtus Investment PartnersVRTS
13F holders, Q2 2025 (June 30)243holders +7
38new positions
34sold out
7famous investors
$181.60avg. 13F price*
At the end of Q2 2025, 243 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, up 7 from Q1 2025. 38 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($181.3M), Vanguard Group Inc. ($157.9M) and Charles Schwab Investment Management Inc. ($55.2M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Virtus Investment Partners
- CUSIP
- 92828Q109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $14.5M |
| Exits | 34 | $16.9M |
All 13F filers, Q1 2025 → Q2 2025: 390,581 shares bought and 481,875 shares sold, net −91,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| BlackRock, Inc. | 0.00% | Reduce -6.6% | 999,565 | $181.3M |
| Vanguard Group Inc. | 0.00% | Reduce -3.6% | 870,296 | $157.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 304,527 | $55.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.6% | 300,823 | $54.6M |
| State Street Corp. | 0.00% | Reduce -2.3% | 281,916 | $51.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.6% | 154,982 | $28.1M |
| WCM Investment Management, LLC | 0.05% | Add +22.4% | 125,078 | $22.9M |
| American Century Companies Inc. | 0.01% | Add +11.3% | 125,962 | $22.8M |
| Royal Bank of Canada | 0.00% | Add +18.2% | 112,041 | $20.3M |
| Victory Capital Management Inc. | 0.01% | Add +15.7% | 109,555 | $19.9M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 107,596 | $19.5M |
| Morgan Stanley | 0.00% | Add +17.0% | 107,326 | $19.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.7% | 104,330 | $18.9M |
| Brown Advisory Inc. | 0.02% | Add +21.6% | 101,954 | $18.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 90,416 | $16.4M |
| Vulcan Value Partners, LLC | 0.28% | Reduce -0.3% | 86,440 | $15.7M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +14.6% | 73,170 | $13.3M |
| AQR Capital Management | 0.01% | Add +36.2% | 71,347 | $12.9M |
| Glenmede Investment Management, LP | 0.06% | — | 67,800 | $12.3M |
| Fisher Asset Management | 0.00% | Reduce -6.2% | 62,790 | $11.4M |
| Gator Capital Management, LLC | 3.43% | Reduce -0.2% | 60,710 | $11.0M |
| Nuveen, LLC | 0.00% | Reduce -7.2% | 51,896 | $9.4M |
| Algert Global LLC | 0.19% | Add +76.4% | 50,776 | $9.2M |
| Norges Bank | 0.00% | Add +21.0% | 39,563 | $7.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -42.3% | 39,250 | $7.1M |
| Man Group plc | 0.01% | Add +12.7% | 36,577 | $6.6M |
| Bank of America Corp. | 0.00% | Add +14.2% | 35,147 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.3% | 32,889 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -18.7% | 32,218 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -30.9% | 32,177 | $5.8M |
| First Trust Advisors LP | 0.00% | Add +87.1% | 32,143 | $5.8M |
| Jump Financial, LLC | 0.07% | Add +547.9% | 30,322 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +8.3% | 29,038 | $5.3M |
| Invesco Ltd. | 0.00% | Reduce -17.0% | 26,097 | $4.7M |
| AWH Capital, L.P. | 5.23% | Add +6.5% | 24,742 | $4.5M |
| Public Sector Pension Investment Board | 0.02% | Add +5.9% | 22,197 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +3.0% | 21,901 | $4.0M |
| Prudential Financial Inc. | 0.00% | Add +7.2% | 15,939 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +25.9% | 20,427 | $3.7M |
| Meritage Portfolio Management | 0.23% | Reduce -3.7% | 19,789 | $3.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 17,621 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +45.1% | 17,563 | $3.2M |
| HRT Financial LP | 0.01% | Add +63.2% | 17,076 | $3.1M |
| Barclays PLC | 0.00% | Add +20.6% | 15,582 | $2.8M |
| Huber Capital Management LLC | 0.48% | Add +80.5% | 15,468 | $2.8M |
| Dark Forest Capital Management LP | 0.11% | New | 15,326 | $2.8M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.5% | 13,593 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +90.0% | 13,541 | $2.5M |
| Swiss National Bank | 0.00% | Reduce -2.3% | 12,600 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -20.8% | 12,308 | $2.2M |
| Citigroup Inc. | 0.00% | Add +18.9% | 11,852 | $2.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +26.0% | 11,776 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +24.7% | 11,134 | $2.0M |
| Villanova Investment Management Co LLC | 1.98% | Add +167.2% | 10,516 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -39.6% | 9,933 | $1.8M |
| Millennium Management | 0.00% | Reduce -83.2% | 9,907 | $1.8M |
| Franklin Resources Inc. | 0.00% | Add +6.6% | 9,706 | $1.8M |
| Deutsche Bank AG | 0.00% | Reduce -5.0% | 9,580 | $1.7M |
| Basswood Capital Management, L.L.C. | 0.09% | No change | 9,464 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.9% | 9,218 | $1.7M |
| Marshall Wace, LLP | 0.00% | Reduce -42.5% | 9,008 | $1.6M |
| Denali Advisors LLC | 0.17% | New | 9,004 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +88.2% | 8,947 | $1.6M |
| Numerai GP LLC | 0.22% | Add +61.7% | 8,495 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -49.1% | 8,199 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 7,946 | $1.4M |
| Alliancebernstein L.P. | 0.00% | No change | 7,665 | $1.4M |
| Creative Planning | 0.00% | Reduce -15.6% | 7,360 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +7.8% | 7,238 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 7,231 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -38.4% | 7,229 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +4.4% | 7,178 | $1.3M |
| XTX Topco Ltd | 0.05% | Add +25.8% | 7,030 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -32.8% | 6,826 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Add +3035.9% | 6,460 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.01% | Add +279.9% | 6,431 | $1.2M |
| Ieq Capital, LLC | 0.01% | New | 6,376 | $1.2M |
| UBS Group AG | 0.00% | Reduce -43.2% | 6,192 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -7.5% | 6,107 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 6,000 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -14.0% | 5,996 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.1% | 5,984 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.9% | 5,911 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -8.2% | 5,835 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 5,800 | $1.1M |
| New York State Teachers Retirement System | 0.00% | No change | 5,403 | $980K |
| New York State Common Retirement Fund | 0.00% | Add +118.0% | 5,358 | $972K |
| Nebula Research & Development LLC | 0.08% | Reduce -25.7% | 5,306 | $963K |
| Quantbot Technologies LP | 0.02% | Add +30.9% | 5,250 | $952K |
| FMR LLC | 0.00% | Reduce -24.2% | 5,083 | $922K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 4,777 | $867K |
| Wells Fargo & Company | 0.00% | Add +31.8% | 4,609 | $836K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 4,603 | $835K |
| Axq Capital, LP | 0.26% | Add +153.0% | 4,415 | $801K |
| Summit Global Investments | 0.05% | New | 4,382 | $795K |
| Kennondale Capital Management LLC | 0.76% | No change | 4,107 | $745K |
| MetLife Investment Management, LLC | 0.00% | Add +3.3% | 4,063 | $737K |
| Engineers Gate Manager LP | 0.01% | Add +51.4% | 3,994 | $725K |
| CenterBook Partners LP | 0.04% | New | 3,884 | $705K |
| State of Alaska, Department of Revenue | 0.01% | Add +5.6% | 3,861 | $699K |
| Point72 Asset Management | 0.00% | Add +49.2% | 3,696 | $670K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -80.8% | 3,651 | $662K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.8% | 3,603 | $654K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.6% | 3,497 | $634K |
| AlphaQuest LLC | 0.06% | Reduce -61.4% | 3,369 | $611K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 3,259 | $591K |
| Vident Advisory, LLC | 0.01% | Reduce -7.8% | 3,107 | $564K |
| EntryPoint Capital, LLC | 0.28% | Reduce -8.1% | 3,066 | $556K |
| Mariner, LLC | 0.00% | Add +35.0% | 3,052 | $554K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.2% | 3,000 | $544K |
| Two Sigma Advisers, LP | 0.00% | Reduce -58.9% | 3,000 | $544K |
| Sei Investments Co. | 0.00% | Add +8.1% | 2,944 | $534K |
| Mackenzie Financial Corp. | 0.00% | Reduce -31.6% | 2,901 | $526K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -22.9% | 2,865 | $520K |
| State of Wisconsin Investment Board | 0.00% | New | 2,737 | $496K |
| Intech Investment Management LLC | 0.00% | Reduce -59.5% | 2,666 | $484K |
| First Citizens Bank & Trust Co. | 0.01% | New | 2,548 | $462K |
| Aquatic Capital Management LLC | 0.01% | Add +144.5% | 2,523 | $458K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,479 | $450K |
| Yousif Capital Management, LLC | 0.00% | No change | 2,436 | $442K |
| Comerica Bank | 0.00% | Add +3.0% | 2,332 | $423K |
| Citadel Advisors | 0.00% | Reduce -87.1% | 2,325 | $422K |
| Gsa Capital Partners LLP | 0.03% | Reduce -15.3% | 2,294 | $416K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 2,286 | $415K |
| Polymer Capital Management (US) LLC | 0.07% | Reduce -18.4% | 2,254 | $409K |
| Janus Henderson Group PLC | 0.00% | Reduce -30.9% | 2,236 | $406K |
| Choreo, LLC | 0.01% | Add +9.1% | 2,218 | $402K |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 2,144 | $389K |
| Cwm, LLC | 0.00% | Add +910.9% | 2,133 | $387K |
| Integrated Wealth Concepts LLC | 0.00% | Add +47.2% | 2,131 | $387K |
| Quantinno Capital Management LP | 0.00% | Add +56.4% | 2,114 | $383K |
| Cerity Partners LLC | 0.00% | New | 2,013 | $365K |
| Voloridge Investment Management, LLC | 0.00% | New | 1,949 | $354K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,925 | $349K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.3% | 1,925 | $349K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 1,922 | $349K |
| Amalgamated Bank | 0.00% | Reduce -1.6% | 1,864 | $338K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,658 | $330K |
| Quadrature Capital Ltd | 0.01% | Reduce -8.6% | 1,787 | $325K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.6% | 1,668 | $303K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -68.3% | 1,616 | $293K |
| Entropy Technologies, LP | 0.02% | Add +23.6% | 1,570 | $285K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +3.3% | 1,510 | $274K |
| ProShare Advisors LLC | 0.00% | Reduce -6.5% | 1,466 | $266K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,442 | $262K |
| Seizert Capital Partners, LLC | 0.01% | Reduce -2.4% | 1,432 | $260K |
| Handelsbanken Fonder AB | 0.00% | No change | 1,300 | $236K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,300 | $236K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -77.8% | 1,264 | $229K |
| Teacher Retirement System of Texas | 0.00% | Reduce -91.3% | 1,216 | $221K |
| Oxford Asset Management LLP | 0.07% | New | 1,199 | $217K |
| Two Sigma Securities, LLC | 0.03% | New | 1,133 | $206K |
| City Center Advisors, LLC | 0.22% | Reduce -8.4% | 1,126 | $204K |
| R Squared Ltd | 0.11% | Reduce -20.0% | 1,120 | $203K |
| HM Payson & Co. | 0.00% | Add +0.5% | 1,005 | $182K |
| Raymond James Financial Inc. | 0.00% | New | 809 | $147K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 689 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -21.1% | 682 | $124K |
| Shell Asset Management Co. | 0.00% | Reduce -22.6% | 623 | $113K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 600 | $110K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 584 | $106K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -35.9% | 574 | $104K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 413 | $75K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.7% | 379 | $69K |
| Nisa Investment Advisors, LLC | 0.00% | Add +226.4% | 359 | $65K |
| Osaic Holdings, Inc. | 0.00% | Add +90.4% | 316 | $57K |
| KBC Group NV | 0.00% | Reduce -39.2% | 240 | $44K |
| Sterling Capital Management LLC | 0.00% | Add +584.6% | 178 | $32K |
| St Germain D J Co. Inc. | 0.00% | New | 171 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -13.8% | 150 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +14100.0% | 142 | $26K |
| Hilltop National Bank | 0.01% | — | 141 | $26K |
| Curat Global, LLC | 0.02% | No change | 130 | $24K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 125 | $23K |
| Ameritas Advisory Services, LLC | 0.00% | New | 115 | $21K |
| Headlands Technologies LLC | 0.00% | Reduce -28.1% | 105 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +505.9% | 103 | $19K |
| US Bancorp \de | 0.00% | Reduce -13.9% | 99 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -37.5% | 95 | $17K |
| Essential Partners LLC | 0.01% | — | 95 | $17K |
| Trust Co. of Toledo NA | 0.00% | New | 90 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -7.8% | 83 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.5% | 84 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 74 | $13K |
| UMB Bank, n.a. | 0.00% | Add +88.6% | 66 | $12K |
| MCF Advisors LLC | 0.00% | New | 62 | $11K |
| GAMMA Investing LLC | 0.00% | Add +45.0% | 58 | $11K |
| Signaturefd, LLC | 0.00% | Reduce -85.0% | 55 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 48 | $9K |
| MAI Capital Management | 0.00% | Add +1433.3% | 46 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 44 | $8K |
| Clearstead Advisors, LLC | 0.00% | New | 40 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.7% | 38 | $7K |
| Bessemer Group Inc. | 0.00% | New | 32 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -25.6% | 32 | $6K |
| Allworth Financial LP | 0.00% | Add +300.0% | 32 | $6K |
| True Wealth Design, LLC | 0.00% | Add +500.0% | 30 | $5K |
| IFP Advisors, Inc | 0.00% | New | 29 | $5K |
| Quarry LP | 0.00% | Add +250.0% | 28 | $5K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 25 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -67.1% | 26 | $5K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 25 | $5K |
| Brooklyn Investment Group | 0.00% | Add +380.0% | 24 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -48.8% | 22 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +800.0% | 18 | $3K |
| Advisors Asset Management, Inc. | 0.00% | New | 17 | $3K |
| Eastern Bank | 0.00% | No change | 16 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 15 | $3K |
| Jones Financial Companies LLLP | 0.00% | Reduce -26.3% | 14 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 13 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 12 | $2K |
| SouthState Bank Corp | 0.00% | Reduce -14.3% | 12 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -40.0% | 12 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 11 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 9 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 8 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $1K |
| Country Trust Bank | 0.00% | New | 7 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +16.7% | 7 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 6 | $1K |
| Fairman Group, LLC | 0.00% | No change | 6 | $1K |
| Bare Financial Services, Inc | 0.00% | Reduce -25.0% | 6 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -62.5% | 6 | $1K |
| Tortoise Investment Management, LLC | 0.00% | New | 6 | $1K |
| Covestor Ltd | 0.00% | Add +600.0% | 7 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 7 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 5 | $907 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $907 |
| JNBA Financial Advisors | 0.00% | No change | 5 | $907 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $907 |
| Spire Wealth Management | 0.00% | No change | 5 | $907 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 4 | $726 |
| Arax Advisory Partners | 0.00% | New | 4 | $726 |
| Clearstead Trust, LLC | 0.00% | New | 3 | $545 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -78.6% | 3 | $545 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $454 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $363 |
| Huntington National Bank | 0.00% | Reduce -50.0% | 1 | $181 |
| Private Trust Co. NA | 0.00% | No change | 1 | $181 |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.