Virtus Investment PartnersVRTS

13F holders, Q4 2025 (December 31)
235holders +6
25new positions
23sold out
5famous investors
$163.17avg. 13F price*

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

050100150200250 Q1 2024: 211Q1 2024Q2 2024: 223Q2 2024Q3 2024: 228Q3 2024Q4 2024: 238Q4 2024Q1 2025: 236Q1 2025Q2 2025: 243Q2 2025Q3 2025: 229Q3 2025Q4 2025: 235Q4 2025Q1 2026: 238Q1 2026Q2 2026: 234Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions25$21.4M
Exits23$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.

Show all 235 holders