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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
28
shares
|
$4,537
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
27
shares
|
$4,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
26
shares
|
$4,213
0.0% of portfolio
|
Q2 2025
Reduced 67.09%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
25
shares
|
$4,051
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
22
shares
|
$3,564
0.0% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$3,240
0.0% of portfolio
|
Q3 2025
Reduced 28.57%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
18
shares
|
$2,916
0.0% of portfolio
|
Q2 2025
Added 800.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
18
shares
|
$2,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
16
shares
|
$2,592
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
13
shares
|
$2,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,944
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
11
shares
|
$1,782
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,620
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10
shares
|
$1,620
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
9
shares
|
$1,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
8
shares
|
$1,296
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
7
shares
|
$1,134
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,134
0.0% of portfolio
|
Q1 2020
Added 75.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$1,134
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
6
shares
|
$972
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
6
shares
|
$972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5
shares
|
$810
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5
shares
|
$810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$810
0.0% of portfolio
|
Q2 2022
Reduced 93.75%
|
|