Virtus Investment PartnersVRTS
13F holders, Q2 2026 (June 30)234holders −4
29new positions
31sold out
4famous investors
$143.52avg. 13F price*
At the end of Q2 2026, 234 institutions reported holding Virtus Investment Partners (VRTS) in their 13F filings, down 4 from Q1 2026. 29 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($151.6M), Vanguard Portfolio Management LLC ($64.6M) and State Street Corp. ($64.3M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $6.3M |
| Exits | 31 | $20.4M |
All 13F filers, Q1 2026 → Q2 2026: 700,396 shares bought and 412,557 shares sold, net +287,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| BlackRock, Inc. | 0.00% | Add +5.7% | 1,056,614 | $151.6M |
| Vanguard Portfolio Management LLC | 0.00% | Reduce -7.2% | 450,124 | $64.6M |
| State Street Corp. | 0.00% | Add +2.2% | 448,314 | $64.3M |
| Victory Capital Management Inc. | 0.03% | Add +11.0% | 352,930 | $50.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.5% | 315,715 | $45.3M |
| AQR Capital Management | 0.01% | Add +116.7% | 286,625 | $41.1M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.0% | 279,848 | $40.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.9% | 279,346 | $40.1M |
| American Century Companies Inc. | 0.01% | Add +3.5% | 195,363 | $28.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 165,425 | $23.7M |
| JPMorgan Chase & Co. | 0.00% | Add +54.5% | 142,881 | $20.6M |
| Brown Advisory Inc. | 0.02% | Add +5.3% | 109,414 | $15.7M |
| Two Sigma Investments, LP | 0.01% | Add +24.7% | 107,942 | $15.5M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +1.1% | 97,582 | $14.0M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 89,042 | $12.8M |
| Northern Trust Corp. | 0.00% | Add +9.4% | 85,422 | $12.3M |
| Glenmede Trust Co. NA | 0.05% | Add +39.7% | 78,279 | $11.2M |
| Algert Global LLC | 0.13% | Add +1.1% | 77,962 | $11.2M |
| Nuveen, LLC | 0.00% | Add +114.5% | 75,847 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 70,719 | $10.1M |
| Zimmer Partners, LP | 0.17% | Reduce -39.7% | 50,708 | $7.3M |
| First Trust Advisors LP | 0.00% | Reduce -9.8% | 47,751 | $6.9M |
| Millennium Management | 0.00% | Reduce -21.7% | 46,179 | $6.6M |
| Bessemer Group Inc. | 0.01% | Add +45077.9% | 42,919 | $6.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +2.4% | 41,736 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -15.3% | 40,071 | $5.8M |
| FMR LLC | 0.00% | Add +171.1% | 38,268 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.3% | 36,331 | $5.2M |
| Bank of America Corp. | 0.00% | Add +29.8% | 33,917 | $4.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.6% | 30,360 | $4.4M |
| Renaissance Technologies | 0.01% | Add +4.4% | 28,429 | $4.1M |
| Invesco Ltd. | 0.00% | Reduce -10.1% | 26,782 | $3.8M |
| Creative Planning | 0.00% | Add +57.7% | 26,631 | $3.8M |
| AWH Capital, L.P. | 2.44% | No change | 24,742 | $3.6M |
| Citadel Advisors | 0.00% | Reduce -42.7% | 24,024 | $3.4M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 23,626 | $3.4M |
| Ieq Capital, LLC | 0.01% | Add +72.0% | 22,680 | $3.3M |
| Public Sector Pension Investment Board | 0.01% | Reduce -5.0% | 21,627 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.6% | 20,410 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -9.1% | 18,969 | $2.7M |
| Captrust Financial Advisors | 0.00% | Add +13.4% | 17,804 | $2.6M |
| Sei Investments Co. | 0.00% | Reduce -43.8% | 17,415 | $2.5M |
| Empowered Funds, LLC | 0.01% | Add +9.6% | 16,792 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -6.4% | 16,571 | $2.4M |
| XTX Topco Ltd | 0.03% | Add +217.7% | 15,591 | $2.2M |
| Huber Capital Management LLC | 0.33% | Add +23.1% | 15,468 | $2.2M |
| Mariner, LLC | 0.00% | Add +204.8% | 14,181 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +257.0% | 14,095 | $2.0M |
| UBS Group AG | 0.00% | Add +205.0% | 14,029 | $2.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 13,684 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.1% | 12,908 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 12,733 | $1.8M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 12,600 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | New | 12,533 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -59.3% | 11,790 | $1.7M |
| Villanova Investment Management Co LLC | 1.54% | Add +7.1% | 11,284 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +517.4% | 10,748 | $1.5M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -12.7% | 10,339 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +35.7% | 9,967 | $1.4M |
| Kennondale Capital Management LLC | 0.93% | No change | 9,774 | $1.4M |
| Royce & Associates LP | 0.01% | Add +89.9% | 9,768 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +193.5% | 8,680 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.3% | 8,706 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +101.5% | 8,218 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +340.2% | 8,064 | $1.2M |
| Quadrature Capital Ltd | 0.01% | Add +16.2% | 7,583 | $1.1M |
| Quinn Opportunity Partners LLC | 0.05% | No change | 7,450 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +21.8% | 7,431 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +103.7% | 7,412 | $1.1M |
| Jump Financial, LLC | 0.01% | Add +19.0% | 7,200 | $1.0M |
| Deutsche Bank AG | 0.00% | Add +17.8% | 7,147 | $1.0M |
| Clayton Partners LLC | 0.66% | Reduce -30.0% | 7,000 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 7,470 | $1.0M |
| Wells Fargo & Company | 0.00% | Add +148.5% | 6,588 | $945K |
| Voya Investment Management LLC | 0.00% | Add +3.4% | 5,795 | $832K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.5% | 5,796 | $831K |
| Balyasny Asset Management L.P. | 0.00% | Add +134.5% | 5,683 | $816K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 5,634 | $808K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -31.4% | 5,531 | $794K |
| New York State Teachers Retirement System | 0.00% | Reduce -3.5% | 5,271 | $756K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +18.1% | 5,249 | $753K |
| Quantbot Technologies LP | 0.03% | Reduce -17.0% | 5,156 | $740K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.7% | 4,690 | $673K |
| Lido Advisors, LLC | 0.00% | New | 4,412 | $633K |
| Allstate Corp. | 0.01% | New | 4,304 | $618K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 4,195 | $602K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 4,125 | $592K |
| HSBC Holdings PLC | 0.00% | Add +52.4% | 3,934 | $572K |
| MetLife Investment Management, LLC | 0.00% | Add +3.2% | 3,750 | $538K |
| Citigroup Inc. | 0.00% | Reduce -28.7% | 3,726 | $535K |
| Entropy Technologies, LP | 0.02% | New | 3,724 | $534K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.0% | 3,479 | $499K |
| Choreo, LLC | 0.01% | Add +34.8% | 3,290 | $472K |
| Barclays PLC | 0.00% | Reduce -26.5% | 3,078 | $442K |
| Jupiter Topco LLC | 0.00% | — | 3,054 | $439K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.1% | 2,944 | $422K |
| Canada Pension Plan Investment Board | 0.00% | No change | 2,900 | $416K |
| EntryPoint Capital, LLC | 0.10% | No change | 2,853 | $409K |
| Caxton Associates LLP | 0.01% | New | 2,809 | $403K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +67.8% | 2,805 | $403K |
| Louisiana State Employees Retirement System | 0.01% | No change | 2,800 | $402K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.5% | 2,619 | $376K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +62.6% | 2,599 | $373K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.6% | 2,591 | $372K |
| Arax Advisory Partners | 0.00% | Add +3323.0% | 2,533 | $363K |
| Inceptionr LLC | 0.09% | New | 2,502 | $359K |
| New York State Common Retirement Fund | 0.00% | No change | 2,458 | $353K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.9% | 2,393 | $343K |
| Focus Partners Wealth | 0.00% | New | 2,328 | $334K |
| International Assets Investment Management, LLC | 0.02% | Add +1050.0% | 2,300 | $334K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -31.4% | 2,332 | $333K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.9% | 2,309 | $331K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.6% | 2,295 | $329K |
| Merit Financial Group, LLC | 0.00% | New | 2,121 | $304K |
| Brighton Jones LLC | 0.01% | New | 2,064 | $296K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -59.5% | 1,859 | $267K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,816 | $261K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.3% | 1,809 | $260K |
| Arizona State Retirement System | 0.00% | Reduce -0.5% | 1,755 | $252K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +310.9% | 1,697 | $244K |
| Amalgamated Bank | 0.00% | Reduce -7.5% | 1,691 | $243K |
| Wbi Investments, LLC | 0.06% | Reduce -36.2% | 1,670 | $240K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.3% | 1,665 | $239K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 1,609 | $231K |
| Focus Financial Network, Inc. | 0.01% | No change | 1,602 | $230K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -85.6% | 1,556 | $223K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 1,513 | $217K |
| Corient Private Wealth LP | 0.00% | New | 1,510 | $217K |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 1,481 | $213K |
| Intech Investment Management LLC | 0.00% | Reduce -1.7% | 1,465 | $210K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +1.5% | 1,458 | $209K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 1,439 | $206K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 1,429 | $205K |
| Neuberger Berman Group LLC | 0.00% | New | 1,402 | $201K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,400 | $201K |
| Advisors Asset Management, Inc. | 0.00% | Add +39.3% | 1,261 | $181K |
| Aquatic Capital Management LLC | 0.01% | Reduce -46.9% | 1,190 | $171K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,026 | $147K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $144K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.2% | 777 | $112K |
| Allworth Financial LP | 0.00% | Add +274.6% | 648 | $93K |
| PNC Financial Services Group, Inc. | 0.00% | Add +58.8% | 589 | $85K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 549 | $79K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -8.8% | 515 | $74K |
| Royal Bank of Canada | 0.00% | Reduce -78.8% | 485 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +0.6% | 358 | $51K |
| Jones Financial Companies LLLP | 0.00% | Add +144.4% | 308 | $45K |
| Assetmark, Inc. | 0.00% | Add +7.4% | 289 | $41K |
| US Bancorp \de | 0.00% | Add +5.8% | 273 | $39K |
| GAMMA Investing LLC | 0.00% | Add +86.2% | 270 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +136.1% | 255 | $37K |
| Essential Partners LLC | 0.02% | Add +122.3% | 249 | $36K |
| Caitlin John, LLC | 0.02% | Reduce -81.9% | 246 | $35K |
| KBC Group NV | 0.00% | No change | 240 | $34K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.1% | 184 | $26K |
| IFP Advisors, Inc | 0.00% | Add +158.6% | 181 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 171 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 139 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 140 | $20K |
| Osaic Holdings, Inc. | 0.00% | Add +22.5% | 136 | $20K |
| Nova Wealth Management, Inc. | 0.01% | No change | 136 | $20K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.7% | 129 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 117 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 115 | $17K |
| Rothschild Investment LLC | 0.00% | Add +96.5% | 114 | $16K |
| Public Employees Retirement System of Ohio | 0.00% | Add +114.3% | 105 | $15K |
| Signaturefd, LLC | 0.00% | Add +8.3% | 104 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.3% | 100 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 90 | $13K |
| UMB Bank, n.a. | 0.00% | Add +1.2% | 86 | $12K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -49.7% | 75 | $11K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.01% | No change | 500 | $10K |
| MCF Advisors LLC | 0.00% | No change | 62 | $9K |
| True Wealth Design, LLC | 0.00% | Add +194.1% | 50 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | Add +145.0% | 49 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +30.6% | 47 | $7K |
| Quarry LP | 0.00% | New | 45 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 44 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +66.7% | 40 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 39 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +270.0% | 37 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +190.9% | 32 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 33 | $5K |
| Optiver Holding B.V. | 0.00% | Reduce -76.9% | 31 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +36.4% | 30 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 30 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 29 | $4K |
| Fulcrum Asset Management LLP | 0.00% | New | 28 | $4K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 25 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +35.0% | 27 | $4K |
| Sachetta, LLC | 0.00% | New | 26 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 24 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +71.4% | 24 | $3K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 21 | $3K |
| WealthCollab, LLC | 0.00% | New | 20 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 18 | $3K |
| Eastern Bank | 0.00% | No change | 16 | $2K |
| Covestor Ltd | 0.00% | Add +120.0% | 11 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 12 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 11 | $2K |
| JPL Wealth Management, LLC | 0.00% | Add +10.0% | 11 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 9 | $1K |
| Larson Financial Group LLC | 0.00% | Add +800.0% | 9 | $1K |
| Allied Private Wealth LLC | 0.00% | — | 8 | $1K |
| Manning & Napier Advisors LLC | 0.00% | New | 8 | $1K |
| Financial Consulate, Inc. | 0.00% | No change | 8 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 7 | $1K |
| Country Trust Bank | 0.00% | No change | 7 | $1K |
| Fairman Group, LLC | 0.00% | No change | 6 | $861 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +500.0% | 6 | $861 |
| Stone House Investment Management, LLC | 0.00% | New | 6 | $861 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 6 | $861 |
| JNBA Financial Advisors | 0.00% | No change | 5 | $718 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $718 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -63.6% | 4 | $574 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 4 | $574 |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 4 | $574 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 4 | $574 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $574 |
| Rialto Wealth Management, LLC | 0.00% | No change | 4 | $574 |
| CoreCap Advisors, LLC | 0.00% | New | 4 | $574 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $431 |
| Triumph Capital Management | 0.00% | No change | 3 | $430 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $359 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 2 | $287 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -84.6% | 2 | $287 |
| Davis Capital Management | 0.00% | New | 1 | $144 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -66.7% | 1 | $144 |
| Huntington National Bank | 0.00% | No change | 1 | $144 |
| Princeton Global Asset Management LLC | 0.00% | No change | 1 | $144 |
| Avion Wealth | 0.00% | No change | 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.