Virtus Investment PartnersVRTS
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 235 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, up 6 from Q3 2025. 25 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($160.2M), Vanguard Group Inc. ($136.7M) and State Street Corp. ($50.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.4M |
| Exits | 23 | $25.2M |
All 13F filers, Q3 2025 → Q4 2025: 432,834 shares bought and 401,795 shares sold, net +31,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 981,656 | $160.2M |
| Vanguard Group Inc. | 0.00% | Reduce -1.0% | 837,779 | $136.7M |
| State Street Corp. | 0.00% | Add +0.5% | 306,375 | $50.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 300,098 | $49.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.4% | 297,128 | $48.5M |
| Victory Capital Management Inc. | 0.02% | Add +7.0% | 245,344 | $40.0M |
| American Century Companies Inc. | 0.01% | Add +10.7% | 172,501 | $28.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.0% | 151,747 | $24.8M |
| AQR Capital Management | 0.01% | Add +6.9% | 122,725 | $20.0M |
| Northern Trust Corp. | 0.00% | Reduce -9.6% | 95,888 | $15.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 92,206 | $15.0M |
| Brown Advisory Inc. | 0.02% | Reduce -8.7% | 90,474 | $14.8M |
| WCM Investment Management, LLC | 0.03% | Reduce -18.4% | 87,812 | $14.4M |
| Royal Bank of Canada | 0.00% | Reduce -17.7% | 88,224 | $14.4M |
| Algert Global LLC | 0.20% | Add +25.8% | 79,877 | $13.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +101.1% | 77,937 | $12.7M |
| Vulcan Value Partners, LLC | 0.23% | Reduce -2.5% | 77,326 | $12.6M |
| Morgan Stanley | 0.00% | Reduce -19.5% | 75,900 | $12.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.8% | 74,974 | $12.2M |
| Two Sigma Investments, LP | 0.02% | Add +46.6% | 67,507 | $11.0M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -0.8% | 67,172 | $11.0M |
| Glenmede Trust Co. NA | 0.05% | — | 60,333 | $9.8M |
| Gator Capital Management, LLC | 1.91% | Reduce -7.5% | 56,591 | $9.2M |
| Bank of America Corp. | 0.00% | Add +25.7% | 38,972 | $6.4M |
| First Trust Advisors LP | 0.00% | Add +4.9% | 38,330 | $6.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.8% | 37,060 | $6.0M |
| Nuveen, LLC | 0.00% | Reduce -28.6% | 35,278 | $5.8M |
| Millennium Management | 0.00% | Add +11.2% | 33,768 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +41.6% | 32,296 | $5.3M |
| Prudential Financial Inc. | 0.01% | Add +209.7% | 32,016 | $5.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -15.7% | 31,831 | $5.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.3% | 30,261 | $4.9M |
| Invesco Ltd. | 0.00% | Add +0.0% | 26,762 | $4.4M |
| Tudor Investment Corporation | 0.02% | New | 25,414 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +87.4% | 25,152 | $4.1M |
| Zimmer Partners, LP | 0.11% | New | 25,000 | $4.1M |
| AWH Capital, L.P. | 3.72% | No change | 24,742 | $4.0M |
| ExodusPoint Capital Management, LP | 0.04% | Add +84.0% | 23,390 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.1% | 21,962 | $3.6M |
| Rhumbline Advisers | 0.00% | Reduce -3.5% | 21,671 | $3.5M |
| Squarepoint Ops LLC | 0.01% | Add +967.1% | 20,861 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +7.5% | 18,924 | $3.1M |
| Meritage Portfolio Management | 0.20% | Reduce -5.1% | 18,506 | $3.0M |
| Walleye Capital LLC | 0.02% | New | 18,088 | $3.0M |
| Ieq Capital, LLC | 0.01% | Add +20.4% | 17,959 | $2.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +34.3% | 17,110 | $2.8M |
| Teacher Retirement System of Texas | 0.01% | Reduce -38.7% | 15,982 | $2.6M |
| Renaissance Technologies | 0.00% | Add +522.0% | 15,729 | $2.6M |
| Legal & General Group Plc | 0.00% | Reduce -1.9% | 15,604 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.4% | 15,550 | $2.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 14,921 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +215.3% | 14,727 | $2.4M |
| Villanova Investment Management Co LLC | 1.66% | Add +0.4% | 14,452 | $2.4M |
| Franklin Resources Inc. | 0.00% | Add +47.1% | 14,327 | $2.3M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -2.8% | 13,890 | $2.3M |
| Man Group plc | 0.00% | Reduce -64.7% | 13,860 | $2.3M |
| Sei Investments Co. | 0.00% | Add +30.6% | 13,152 | $2.1M |
| Swiss National Bank | 0.00% | No change | 12,700 | $2.1M |
| AlphaQuest LLC | 0.12% | Add +15.5% | 12,644 | $2.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 11,986 | $2.0M |
| Nearwater Capital Markets, Ltd | 0.03% | No change | 11,400 | $1.9M |
| Barclays PLC | 0.00% | Add +12.7% | 11,253 | $1.8M |
| Point72 Asset Management | 0.00% | New | 10,690 | $1.7M |
| Huber Capital Management LLC | 0.25% | Reduce -27.4% | 10,507 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.3% | 9,851 | $1.6M |
| Creative Planning | 0.00% | Reduce -4.2% | 9,699 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +118.2% | 7,966 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Add +68.1% | 7,900 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +24.6% | 7,624 | $1.2M |
| Alliancebernstein L.P. | 0.00% | No change | 7,565 | $1.2M |
| Quantbot Technologies LP | 0.04% | Add +43.2% | 7,558 | $1.2M |
| Quadrature Capital Ltd | 0.01% | Reduce -12.2% | 7,499 | $1.2M |
| Quinn Opportunity Partners LLC | 0.05% | New | 7,450 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +41.0% | 7,416 | $1.2M |
| FMR LLC | 0.00% | Add +23.9% | 7,293 | $1.2M |
| UBS Group AG | 0.00% | Reduce -76.1% | 7,052 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -6.4% | 6,450 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +73.5% | 6,412 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 6,375 | $1.0M |
| Cwm, LLC | 0.00% | Add +17.8% | 6,365 | $1.0M |
| CenterBook Partners LP | 0.05% | Reduce -55.5% | 6,248 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -9.3% | 6,220 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -5.7% | 6,148 | $1.0M |
| Kennondale Capital Management LLC | 0.70% | No change | 5,837 | $952K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.0% | 5,740 | $936K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.2% | 5,745 | $934K |
| Deutsche Bank AG | 0.00% | Reduce -43.3% | 5,445 | $888K |
| New York State Teachers Retirement System | 0.00% | Add +1.9% | 5,401 | $881K |
| Mariner, LLC | 0.00% | Add +20.8% | 5,291 | $864K |
| Engineers Gate Manager LP | 0.01% | Add +56.0% | 5,253 | $857K |
| Marshall Wace, LLP | 0.00% | Add +94.0% | 5,216 | $851K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | Reduce -11.3% | 5,144 | $839K |
| HRT Financial LP | 0.00% | Reduce -67.3% | 4,937 | $805K |
| Numerai GP LLC | 0.09% | Reduce -2.8% | 4,678 | $763K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.7% | 4,362 | $712K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -29.6% | 4,282 | $699K |
| Dark Forest Capital Management LP | 0.03% | Add +23.9% | 4,282 | $699K |
| Alpine Woods Capital Investors, LLC | 0.16% | New | 4,080 | $666K |
| Vident Advisory, LLC | 0.01% | Add +18.3% | 4,008 | $654K |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 3,948 | $644K |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.