Institutional Ownership Virtus Investment Partners, Inc. (VRTS)
This table provides information about the institutional ownership of Virtus Investment Partners, Inc. (VRTS). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 5.81 Million shares, which have been reported (via 13F filing form) to have a value of $941 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
90
shares
|
$14,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
83
shares
|
$13,449
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
83
shares
|
$13,449
0.0% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
75
shares
|
$12,153
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$11,504
0.0% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
71
shares
|
$11,504
0.0% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
64
shares
|
$10,370
0.0% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
62
shares
|
$10,046
0.0% of portfolio
|
Q3 2025
Added 55.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
62
shares
|
$10,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
59
shares
|
$9,560
0.0% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
58
shares
|
$9,398
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
57
shares
|
$9,236
0.0% of portfolio
|
Q3 2025
Added 307.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
54
shares
|
$8,750
0.0% of portfolio
|
Q3 2025
Added 68.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
53
shares
|
$8,588
0.0% of portfolio
|
Q3 2025
Added 76.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
44
shares
|
$7,129
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44
shares
|
$7,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
42
shares
|
$6,805
0.0% of portfolio
|
Q3 2025
Added 600.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$6,319
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
38
shares
|
$6,157
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
36
shares
|
$5,833
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
34
shares
|
$5,509
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
34
shares
|
$5,509
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
32
shares
|
$5,185
0.0% of portfolio
|
Q3 2025
Added 966.67%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
31
shares
|
$5,023
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
29
shares
|
$4,699
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|