Virtus Investment PartnersVRTS
13F holders, Q1 2026 (March 31)238holders +3
34new positions
33sold out
5famous investors
$134.30avg. 13F price*
At the end of Q1 2026, 238 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, up 3 from Q4 2025. 34 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($134.3M), Vanguard Portfolio Management LLC ($65.1M) and State Street Corp. ($58.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $17.5M |
| Exits | 33 | $54.5M |
All 13F filers, Q4 2025 → Q1 2026: 713,825 shares bought and 656,295 shares sold, net +57,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 238 holders
| BlackRock, Inc. | 0.00% | Add +1.8% | 999,368 | $134.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 484,890 | $65.1M |
| State Street Corp. | 0.00% | Add +43.2% | 438,734 | $58.9M |
| Victory Capital Management Inc. | 0.03% | Add +29.6% | 318,009 | $42.7M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.7% | 305,115 | $41.0M |
| Vanguard Capital Management LLC | 0.00% | — | 285,546 | $38.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -13.8% | 258,815 | $34.8M |
| American Century Companies Inc. | 0.01% | Add +9.5% | 188,813 | $25.4M |
| Geode Capital Management, LLC | 0.00% | Add +4.9% | 159,225 | $21.4M |
| AQR Capital Management | 0.01% | Add +7.8% | 132,274 | $17.8M |
| Brown Advisory Inc. | 0.02% | Add +14.8% | 103,866 | $14.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +43.8% | 96,572 | $13.0M |
| Morgan Stanley | 0.00% | Add +26.6% | 96,056 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 92,462 | $12.0M |
| Two Sigma Investments, LP | 0.01% | Add +28.2% | 86,553 | $11.6M |
| Zimmer Partners, LP | 0.29% | Add +236.5% | 84,121 | $11.3M |
| Northern Trust Corp. | 0.00% | Reduce -18.6% | 78,048 | $10.5M |
| Algert Global LLC | 0.16% | Reduce -3.5% | 77,098 | $10.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.9% | 70,248 | $9.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.0% | 69,754 | $9.4M |
| Gator Capital Management, LLC | 1.70% | Add +4.6% | 59,210 | $8.0M |
| Millennium Management | 0.01% | Add +74.7% | 58,988 | $7.9M |
| Glenmede Trust Co. NA | 0.04% | Reduce -7.1% | 56,041 | $7.5M |
| First Trust Advisors LP | 0.01% | Add +38.1% | 52,930 | $7.1M |
| Prudential Financial Inc. | 0.01% | Add +47.8% | 47,326 | $6.4M |
| Citadel Advisors | 0.00% | New | 41,958 | $5.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 40,776 | $5.5M |
| Nuveen, LLC | 0.00% | Add +0.3% | 35,365 | $4.8M |
| Squarepoint Ops LLC | 0.01% | Add +56.6% | 32,674 | $4.4M |
| Sei Investments Co. | 0.00% | Add +135.4% | 30,963 | $4.2M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 30,857 | $4.1M |
| Invesco Ltd. | 0.00% | Add +11.4% | 29,804 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -9.0% | 28,971 | $3.9M |
| Renaissance Technologies | 0.01% | Add +73.1% | 27,229 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -33.0% | 26,124 | $3.5M |
| AWH Capital, L.P. | 3.02% | No change | 24,742 | $3.3M |
| Bridgeway Capital Management, LLC | 0.06% | New | 23,626 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.7% | 23,354 | $3.1M |
| Public Sector Pension Investment Board | 0.01% | Add +3.6% | 22,753 | $3.1M |
| Man Group plc | 0.01% | Add +54.8% | 21,461 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -3.7% | 20,867 | $2.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +3.5% | 17,704 | $2.4M |
| Creative Planning | 0.00% | Add +74.1% | 16,888 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.0% | 15,707 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +953.2% | 15,703 | $2.1M |
| Empowered Funds, LLC | 0.01% | New | 15,319 | $2.1M |
| FMR LLC | 0.00% | Add +93.6% | 14,117 | $1.9M |
| Legal & General Group Plc | 0.00% | Reduce -11.1% | 13,879 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -26.6% | 13,185 | $1.8M |
| Swiss National Bank | 0.00% | No change | 12,700 | $1.7M |
| Huber Capital Management LLC | 0.26% | Add +19.6% | 12,568 | $1.7M |
| Franklin Resources Inc. | 0.00% | Reduce -12.8% | 12,491 | $1.7M |
| Tudor Investment Corporation | 0.01% | Reduce -51.5% | 12,325 | $1.7M |
| Exchange Traded Concepts, LLC | 0.01% | New | 11,836 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -68.4% | 11,725 | $1.6M |
| State of Tennessee, Department of Treasury | 0.00% | Add +152.1% | 10,796 | $1.5M |
| Villanova Investment Management Co LLC | 1.45% | Reduce -27.1% | 10,534 | $1.4M |
| Clayton Partners LLC | 0.98% | New | 10,000 | $1.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 9,926 | $1.3M |
| Kennondale Capital Management LLC | 0.95% | Add +67.5% | 9,774 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 7,561 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -45.3% | 8,061 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -69.5% | 7,675 | $1.0M |
| Quinn Opportunity Partners LLC | 0.05% | No change | 7,450 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.7% | 7,347 | $987K |
| Quadrature Capital Ltd | 0.01% | Reduce -13.0% | 6,525 | $877K |
| Quantbot Technologies LP | 0.03% | Reduce -17.8% | 6,214 | $835K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 6,100 | $820K |
| Deutsche Bank AG | 0.00% | Add +11.4% | 6,066 | $815K |
| Jump Financial, LLC | 0.01% | Add +279.6% | 6,050 | $813K |
| VARCOV Co. | 0.29% | Add +250.4% | 5,806 | $780K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.4% | 5,767 | $775K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,634 | $757K |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 5,603 | $753K |
| New York State Teachers Retirement System | 0.00% | Add +1.1% | 5,462 | $734K |
| Citigroup Inc. | 0.00% | Add +71.9% | 5,228 | $702K |
| Royce & Associates LP | 0.01% | Add +79.2% | 5,144 | $691K |
| Vident Advisory, LLC | 0.01% | Add +24.0% | 4,970 | $668K |
| XTX Topco Ltd | 0.01% | New | 4,908 | $659K |
| Mariner, LLC | 0.00% | Reduce -12.1% | 4,652 | $625K |
| UBS Group AG | 0.00% | Reduce -34.8% | 4,599 | $618K |
| Brevan Howard Capital Management LP | 0.01% | Add +248.6% | 4,594 | $617K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -22.6% | 4,444 | $597K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 4,237 | $569K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 4,195 | $564K |
| Barclays PLC | 0.00% | Reduce -62.8% | 4,190 | $563K |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.8% | 4,079 | $548K |
| CenterBook Partners LP | 0.03% | Reduce -36.7% | 3,955 | $531K |
| Susquehanna Fundamental Investments, LLC | 0.02% | No change | 3,948 | $530K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,800 | $511K |
| Cwm, LLC | 0.00% | Reduce -42.8% | 3,642 | $489K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.8% | 3,639 | $489K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,634 | $488K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.3% | 3,446 | $463K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -2.8% | 3,397 | $456K |
| Janus Henderson Group PLC | 0.00% | No change | 3,054 | $410K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.5% | 3,006 | $404K |
| Polymer Capital Management (US) LLC | 0.06% | Add +92.0% | 2,982 | $401K |
| Canada Pension Plan Investment Board | 0.00% | No change | 2,900 | $390K |
| Evergreen Capital Management LLC | 0.01% | New | 2,897 | $389K |
| EntryPoint Capital, LLC | 0.11% | Add +44.9% | 2,853 | $383K |
| HighTower Advisors, LLC | 0.00% | New | 2,853 | $383K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.4% | 2,957 | $376K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.5% | 2,800 | $376K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.9% | 2,741 | $368K |
| Wells Fargo & Company | 0.00% | Reduce -64.3% | 2,651 | $356K |
| Wbi Investments, LLC | 0.10% | Add +78.3% | 2,618 | $352K |
| Millington Securities, LLC | 0.10% | — | 2,618 | $352K |
| Susquehanna International Group, LLP | 0.00% | New | 2,596 | $349K |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 2,582 | $339K |
| New York State Common Retirement Fund | 0.00% | No change | 2,458 | $330K |
| Choreo, LLC | 0.00% | Add +10.9% | 2,441 | $328K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 2,438 | $328K |
| Balyasny Asset Management L.P. | 0.00% | New | 2,423 | $326K |
| Odyssean, LLC | 0.12% | New | 2,377 | $319K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.3% | 2,353 | $316K |
| Royal Bank of Canada | 0.00% | Reduce -97.4% | 2,292 | $308K |
| Aquatic Capital Management LLC | 0.01% | Reduce -37.2% | 2,239 | $301K |
| Capital Investment Advisors, LLC | 0.00% | Add +6.3% | 1,970 | $265K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.8% | 1,832 | $246K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 1,829 | $246K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,816 | $244K |
| Handelsbanken Fonder AB | 0.00% | No change | 1,800 | $242K |
| Arizona State Retirement System | 0.00% | Reduce -2.0% | 1,764 | $237K |
| Seizert Capital Partners, LLC | 0.01% | No change | 1,760 | $236K |
| Cerity Partners LLC | 0.00% | Reduce -27.3% | 1,741 | $234K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.0% | 1,686 | $227K |
| Axq Capital, LP | 0.03% | New | 1,677 | $225K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -6.9% | 1,672 | $225K |
| SG Americas Securities, LLC | 0.00% | Reduce -74.2% | 1,657 | $223K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 1,609 | $217K |
| Focus Financial Network, Inc. | 0.01% | New | 1,602 | $215K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,598 | $215K |
| Fifth Third Bancorp | 0.00% | Add +2566.1% | 1,573 | $211K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 1,570 | $211K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 1,513 | $203K |
| Intech Investment Management LLC | 0.00% | Reduce -48.4% | 1,490 | $200K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 1,436 | $193K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,400 | $188K |
| Caitlin John, LLC | 0.11% | Reduce -16.7% | 1,357 | $182K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $134K |
| Advisors Asset Management, Inc. | 0.00% | Add +53.9% | 905 | $122K |
| Quadrant Capital Group LLC | 0.00% | Add +145.6% | 646 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +159.0% | 606 | $79K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 565 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 549 | $74K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.8% | 473 | $64K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 413 | $55K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -25.6% | 371 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -34.6% | 356 | $48K |
| Assetmark, Inc. | 0.00% | New | 269 | $36K |
| US Bancorp \de | 0.00% | Add +200.0% | 258 | $35K |
| KBC Group NV | 0.00% | No change | 240 | $32K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.1% | 214 | $29K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $26K |
| Allworth Financial LP | 0.00% | Add +24.5% | 173 | $23K |
| St Germain D J Co. Inc. | 0.00% | No change | 171 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 150 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | Add +313.9% | 149 | $20K |
| GAMMA Investing LLC | 0.00% | Add +271.8% | 145 | $19K |
| MAI Capital Management | 0.00% | Add +1083.3% | 142 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +100.0% | 140 | $19K |
| Hilltop National Bank | 0.00% | No change | 141 | $19K |
| Nova Wealth Management, Inc. | 0.01% | New | 136 | $18K |
| Optiver Holding B.V. | 0.00% | Add +644.4% | 134 | $18K |
| Salomon & Ludwin, LLC | 0.00% | Add +208.9% | 139 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +26.0% | 126 | $16K |
| Versant Capital Management, Inc | 0.00% | Add +721.4% | 115 | $15K |
| Essential Partners LLC | 0.01% | Reduce -13.8% | 112 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.0% | 111 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -22.3% | 108 | $15K |
| Bessemer Group Inc. | 0.00% | Add +179.4% | 95 | $13K |
| Signaturefd, LLC | 0.00% | Add +134.2% | 96 | $13K |
| Trust Co. of Toledo NA | 0.00% | No change | 90 | $12K |
| UMB Bank, n.a. | 0.00% | Add +3.7% | 85 | $11K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | — | 500 | $10K |
| Arax Advisory Partners | 0.00% | Add +311.1% | 74 | $10K |
| IFP Advisors, Inc | 0.00% | Reduce -51.7% | 70 | $9K |
| MCF Advisors LLC | 0.00% | No change | 62 | $8K |
| Rothschild Investment LLC | 0.00% | Reduce -10.8% | 58 | $8K |
| Public Employees Retirement System of Ohio | 0.00% | New | 49 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 44 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $5K |
| Los Angeles Capital Management LLC | 0.00% | No change | 38 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +350.0% | 36 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 33 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 32 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 30 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 27 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +9.1% | 24 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -76.5% | 24 | $3K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 25 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Add +214.3% | 22 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +566.7% | 20 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -97.6% | 20 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -95.4% | 14 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -73.8% | 17 | $2K |
| Eastern Bank | 0.00% | No change | 16 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 15 | $2K |
| Centerpoint Advisors, LLC | 0.00% | New | 12 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +600.0% | 14 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 13 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 12 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -47.8% | 12 | $2K |
| NBT Bank, N.A. | 0.00% | Reduce -92.6% | 12 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Add +266.7% | 11 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 11 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 10 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 10 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +900.0% | 10 | $1K |
| MTM Investment Management, LLC | 0.00% | No change | 9 | $1K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 8 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 8 | $1K |
| Covestor Ltd | 0.00% | No change | 5 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 7 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +57.1% | 11 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $941 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 7 | $941 |
| Country Trust Bank | 0.00% | No change | 7 | $940 |
| Fairman Group, LLC | 0.00% | No change | 6 | $806 |
| Spire Wealth Management | 0.00% | Add +20.0% | 6 | $806 |
| JNBA Financial Advisors | 0.00% | No change | 5 | $672 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $672 |
| Retirement Wealth Solutions LLC | 0.00% | New | 4 | $538 |
| Bell Investment Advisors, Inc | 0.00% | New | 4 | $538 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $538 |
| Gilpin Wealth Management, LLC | 0.00% | New | 3 | $404 |
| Triumph Capital Management | 0.00% | No change | 3 | $403 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $336 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -80.0% | 1 | $134 |
| Huntington National Bank | 0.00% | No change | 1 | $134 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -66.7% | 1 | $134 |
| Larson Financial Group LLC | 0.00% | New | 1 | $134 |
| Princeton Global Asset Management LLC | 0.00% | New | 1 | $134 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $134 |
| Rossby Financial, LCC | 0.00% | New | 1 | $131 |
| Avion Wealth | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is VRTS's weight in each manager's 13F, not the share of Virtus Investment Partners the manager owns.