Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

VIRTUS INVESTMENT PARTNERS, INC.

CIK 0000883237VRTS· quarter ending 2026-06-30
Shares outstanding
6,622,690
Held by 13F filers
6,005,638
90.7% of shares outstanding
Holders
234
-4 vs 2026-03-31 · 31 new, 35 exited
Value
$861.9M
shares +5.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-07-30)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockVRTS · NYSE6,622,6906,005,63890.7%23492828Q109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
92828Q109COM2346,005,6386,622,69090.7%$861.9M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (234 of 234 · 92828Q109)

change vs 2026-03-31
#FilerShares% of classValueChange
1BlackRock, Inc.1,056,61415.95%$151.6M+57,246 (+5.7%)
2VANGUARD PORTFOLIO MANAGEMENT LLC450,1246.80%$64.6M-34,766 (-7.2%)
3STATE STREET CORP448,3146.77%$64.3M+9,580 (+2.2%)
4VICTORY CAPITAL MANAGEMENT INC352,9305.33%$50.6M+34,921 (+11.0%)
5DIMENSIONAL FUND ADVISORS LP315,7154.77%$45.3M+10,600 (+3.5%)
6AQR CAPITAL MANAGEMENT LLC286,6254.33%$41.1M+154,351 (+116.7%)
7VANGUARD CAPITAL MANAGEMENT LLC279,8484.23%$40.2M-5,698 (-2.0%)
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC279,3464.22%$40.1M+20,531 (+7.9%)
9AMERICAN CENTURY COMPANIES INC195,3632.95%$28.0M+6,550 (+3.5%)
10GEODE CAPITAL MANAGEMENT, LLC165,4252.50%$23.7M+6,200 (+3.9%)
11JPMORGAN CHASE & CO142,8812.16%$20.6M+50,419 (+54.5%)
12BROWN ADVISORY INC109,4141.65%$15.7M+5,548 (+5.3%)
13TWO SIGMA INVESTMENTS, LP107,9421.63%$15.5M+21,389 (+24.7%)
14HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC97,5821.47%$14.0M+1,010 (+1.0%)
15MORGAN STANLEY89,0421.34%$12.8M-7,014 (-7.3%)
16NORTHERN TRUST CORP85,4221.29%$12.3M+7,374 (+9.4%)
17GLENMEDE TRUST CO NA78,2791.18%$11.2M+22,238 (+39.7%)
18ALGERT GLOBAL LLC77,9621.18%$11.2M+864 (+1.1%)
19Nuveen, LLC75,8471.15%$10.9M+40,482 (+114.5%)
20Bank of New York Mellon Corp70,7191.07%$10.1M+965 (+1.4%)
21Zimmer Partners, LP50,7080.77%$7.3M-33,413 (-39.7%)
22AWH Capital, L.P.49,4840.75%$7.1M+24,742 (+100.0%)
23FIRST TRUST ADVISORS LP47,7510.72%$6.9M-5,179 (-9.8%)
24MILLENNIUM MANAGEMENT LLC46,1790.70%$6.6M-12,809 (-21.7%)
25BESSEMER GROUP INC42,9190.65%$6.2M+42,824 (+45077.9%)
26VANGUARD FIDUCIARY TRUST CO41,7360.63%$6.0M+960 (+2.4%)
27PRUDENTIAL FINANCIAL INC40,0710.61%$5.8M-7,255 (-15.3%)
28FMR LLC38,2680.58%$5.5M+24,151 (+171.1%)
29GOLDMAN SACHS GROUP INC36,3310.55%$5.2M-33,917 (-48.3%)
30BANK OF AMERICA CORP /DE/33,9170.51%$4.9M+7,793 (+29.8%)
31PRINCIPAL FINANCIAL GROUP INC30,3600.46%$4.4M-497 (-1.6%)
32RENAISSANCE TECHNOLOGIES LLC28,4290.43%$4.1M+1,200 (+4.4%)
33Invesco Ltd.26,7820.40%$3.8M-3,022 (-10.1%)
34Creative Planning26,6310.40%$3.8M+9,743 (+57.7%)
35CITADEL ADVISORS LLC24,0240.36%$3.4M-17,934 (-42.7%)
36BRIDGEWAY CAPITAL MANAGEMENT, LLC23,6260.36%$3.4M—
37IEQ CAPITAL, LLC22,6800.34%$3.3M+9,495 (+72.0%)
38Public Sector Pension Investment Board21,6270.33%$3.1M-1,126 (-4.9%)
39AMERIPRISE FINANCIAL INC20,4100.31%$2.9M-2,944 (-12.6%)
40RHUMBLINE ADVISERS18,9690.29%$2.7M-1,898 (-9.1%)
41CAPTRUST FINANCIAL ADVISORS17,8040.27%$2.6M+2,101 (+13.4%)
42SEI INVESTMENTS CO17,4150.26%$2.5M-13,548 (-43.8%)
43Empowered Funds, LLC16,7920.25%$2.4M+1,473 (+9.6%)
44Connor, Clark & Lunn Investment Management Ltd.16,5710.25%$2.4M-1,133 (-6.4%)
45XTX Topco Ltd15,5910.24%$2.2M+10,683 (+217.7%)
46Huber Capital Management LLC15,4680.23%$2.2M+2,900 (+23.1%)
47Mariner, LLC14,1810.21%$2.0M+9,529 (+204.8%)
48SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC14,0950.21%$2.0M+10,147 (+257.0%)
49UBS Group AG14,0290.21%$2.0M+9,430 (+205.0%)
50Legal & General Group Plc13,6840.21%$2.0M-195 (-1.4%)
51PRICE T ROWE ASSOCIATES INC /MD/12,9080.19%$1.9M+1,183 (+10.1%)
52FRANKLIN RESOURCES INC12,7330.19%$1.8M+242 (+1.9%)
53Swiss National Bank12,6000.19%$1.8M-100 (-0.8%)
54ExodusPoint Capital Management, LP12,5330.19%$1.8MNEW
55ARROWSTREET CAPITAL, LIMITED PARTNERSHIP11,7900.18%$1.7M-17,181 (-59.3%)
56Villanova Investment Management Co LLC11,2840.17%$1.6M+750 (+7.1%)
57Cerity Partners LLC10,7480.16%$1.5M+9,007 (+517.3%)
58EXCHANGE TRADED CONCEPTS, LLC10,3390.16%$1.5M-1,497 (-12.6%)
59Russell Investments Group, Ltd.9,9670.15%$1.4M+2,620 (+35.7%)
60Kennondale Capital Management LLC9,7740.15%$1.4M—
61ROYCE & ASSOCIATES LP9,7680.15%$1.4M+4,624 (+89.9%)
62UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,7060.13%$1.2M-1,220 (-12.3%)
63WEALTH ENHANCEMENT ADVISORY SERVICES, LLC8,6800.13%$1.4M+5,723 (+193.5%)
64BNP PARIBAS FINANCIAL MARKETS8,2180.12%$1.2M+4,139 (+101.5%)
65MERCER GLOBAL ADVISORS INC /ADV8,0640.12%$1.2M+6,232 (+340.2%)
66Quadrature Capital Ltd7,5830.11%$1.1M+1,058 (+16.2%)
67ALLIANCEBERNSTEIN L.P.7,4700.11%$1.0M-91 (-1.2%)
68Quinn Opportunity Partners LLC7,4500.11%$1.1M—
69CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM7,4310.11%$1.1M+1,331 (+21.8%)
70Quantinno Capital Management LP7,4120.11%$1.1M+3,773 (+103.7%)
71Jump Financial, LLC7,2000.11%$1.0M+1,150 (+19.0%)
72DEUTSCHE BANK AG\7,1470.11%$1.0M+1,081 (+17.8%)
73Clayton Partners LLC7,0000.11%$1.0M-3,000 (-30.0%)
74WELLS FARGO & COMPANY/MN6,5880.10%$945K+3,937 (+148.5%)
75CANADA LIFE ASSURANCE Co5,7960.09%$831K+29 (+0.5%)
76VOYA INVESTMENT MANAGEMENT LLC5,7950.09%$832K+192 (+3.4%)
77Balyasny Asset Management L.P.5,6830.09%$816K+3,260 (+134.5%)
78Vanguard Global Advisers, LLC5,6340.09%$808K—
79Y-Intercept (Hong Kong) Ltd5,5310.08%$794K-2,530 (-31.4%)
80NEW YORK STATE TEACHERS RETIREMENT SYSTEM5,2710.08%$756K-191 (-3.5%)
81Mirae Asset Global Investments Co., Ltd.5,2490.08%$753K+805 (+18.1%)
82Quantbot Technologies LP5,1560.08%$740K-1,058 (-17.0%)
83Squarepoint Ops LLC4,6900.07%$673K-27,984 (-85.6%)
84Lido Advisors, LLC4,4120.07%$633KNEW
85ALLSTATE CORP4,3040.06%$618KNEW
86VANGUARD ASSET MANAGEMENT, Ltd4,1950.06%$602K—
87Thrivent Financial for Lutherans4,1250.06%$592K-112 (-2.6%)
88HSBC HOLDINGS PLC3,9340.06%$572K+1,352 (+52.4%)
89MetLife Investment Management, LLC3,7500.06%$538K+116 (+3.2%)
90CITIGROUP INC3,7260.06%$535K-1,502 (-28.7%)
91Entropy Technologies, LP3,7240.06%$534KNEW
92Illinois Municipal Retirement Fund3,4790.05%$499K+33 (+1.0%)
93CHOREO, LLC3,2900.05%$472K+849 (+34.8%)
94BARCLAYS PLC3,0780.05%$442K-1,112 (-26.5%)
95Jupiter Topco LLC3,0540.05%$439KNEW
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,9440.04%$422K-62 (-2.1%)
97CANADA PENSION PLAN INVESTMENT BOARD2,9000.04%$416K—
98EntryPoint Capital, LLC2,8530.04%$409K—
99CAXTON ASSOCIATES LLP2,8090.04%$403KNEW
100Schonfeld Strategic Advisors LLC2,8050.04%$403K+1,133 (+67.8%)
101Louisiana State Employees Retirement System2,8000.04%$402K—
102MANUFACTURERS LIFE INSURANCE COMPANY, THE2,6190.04%$376K-122 (-4.5%)
103BTG Pactual Asset Management US LLC2,5990.04%$373K+1,001 (+62.6%)
104EVERGREEN CAPITAL MANAGEMENT LLC2,5910.04%$372K-306 (-10.6%)
105Arax Advisory Partners2,5330.04%$363K+2,459 (+3323.0%)
106INCEPTIONR LLC2,5020.04%$359KNEW
107NEW YORK STATE COMMON RETIREMENT FUND2,4580.04%$353K—
108FIRST CITIZENS BANK & TRUST CO2,3930.04%$343K-45 (-1.8%)
109State of Alaska, Department of Revenue2,3320.04%$333K-1,065 (-31.4%)
110Focus Partners Wealth2,3280.04%$334KNEW
111Envestnet Portfolio Solutions, Inc.2,3090.03%$331K-44 (-1.9%)
112INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,3000.03%$334K+2,100 (+1050.0%)
113HighTower Advisors, LLC2,2950.03%$329K-558 (-19.6%)
114Merit Financial Group, LLC2,1210.03%$304KNEW
115BRIGHTON JONES LLC2,0640.03%$296KNEW
116Brevan Howard Capital Management LP1,8590.03%$267K-2,735 (-59.5%)
117Police & Firemen's Retirement System of New Jersey1,8160.03%$261K—
118SUSQUEHANNA INTERNATIONAL GROUP, LLP1,8090.03%$260K-787 (-30.3%)
119ARIZONA STATE RETIREMENT SYSTEM1,7550.03%$252K-9 (-0.5%)
120Zurcher Kantonalbank (Zurich Cantonalbank)1,6970.03%$244K+1,284 (+310.9%)
121AMALGAMATED BANK1,6910.03%$243K-138 (-7.5%)
122WBI INVESTMENTS, LLC1,6700.03%$240K-948 (-36.2%)
123YOUSIF CAPITAL MANAGEMENT, LLC1,6650.03%$239K-21 (-1.2%)
124TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY1,6090.02%$231K—
125Focus Financial Network, Inc.1,6020.02%$230K—
126State of Tennessee, Department of Treasury1,5560.02%$223K-9,240 (-85.6%)
127Vanguard Investments Australia, Ltd.1,5130.02%$217K—
128Corient Private Wealth LP1,5100.02%$217KNEW
129FIFTH THIRD BANCORP1,4810.02%$213K-92 (-5.8%)
130INTECH INVESTMENT MANAGEMENT LLC1,4650.02%$210K-25 (-1.7%)
131OREGON PUBLIC EMPLOYEES RETIREMENT FUND1,4580.02%$209K+22 (+1.5%)
132Vanguard Personalized Indexing Management, LLC1,4390.02%$206KNEW
133Universal- Beteiligungs- und Servicegesellschaft mbH1,4290.02%$205KNEW
134NEUBERGER BERMAN GROUP LLC1,4020.02%$201KNEW
135KLP KAPITALFORVALTNING AS1,4000.02%$201K—
136Advisors Asset Management, Inc.1,2610.02%$181K+356 (+39.3%)
137Aquatic Capital Management LLC1,1900.02%$171K-1,049 (-46.9%)
138Mitsubishi UFJ Trust & Banking Corp1,0260.02%$147KNEW
139HM PAYSON & CO1,0000.02%$144K—
140Farther Finance Advisors, LLC7770.01%$112K+171 (+28.2%)
141Allworth Financial LP6480.01%$93K+475 (+274.6%)
142PNC Financial Services Group, Inc.5890.01%$85K+218 (+58.8%)
143Ameritas Investment Partners, Inc.5490.01%$79K—
144Ensign Peak Advisors, Inc5150.01%$74K-50 (-8.8%)
145Virginia Estate & Retirement Planning Advisors Inc.5000.01%$10K—
146ROYAL BANK OF CANADA4850.01%$70K-1,807 (-78.8%)
147Pinnacle Wealth Planning Services, Inc.3580.01%$51K+2 (+0.6%)
148JONES FINANCIAL COMPANIES LLLP3080.00%$45K+182 (+144.4%)
149ASSETMARK, INC2890.00%$41K+20 (+7.4%)
150US BANCORP \DE\2730.00%$39K+15 (+5.8%)
151GAMMA Investing LLC2700.00%$39K+125 (+86.2%)
152EverSource Wealth Advisors, LLC2550.00%$37K+147 (+136.1%)
153Essential Partners LLC2490.00%$36K+137 (+122.3%)
154Caitlin John, LLC2460.00%$35K-1,111 (-81.9%)
155KBC Group NV2400.00%$34K—
156Tower Research Capital LLC (TRC)1840.00%$26K-289 (-61.1%)
157IFP Advisors, Inc1810.00%$26K+111 (+158.6%)
158ST GERMAIN D J CO INC1710.00%$25K—
159HARBOR CAPITAL ADVISORS, INC.1400.00%$20K—
160Salomon & Ludwin, LLC1390.00%$20K—
161OSAIC HOLDINGS, INC.1360.00%$20K+25 (+22.5%)
162Sterling Capital Management LLC1290.00%$19K-85 (-39.7%)
163Ameritas Advisory Services, LLC1170.00%$17KNEW
164Versant Capital Management, Inc1150.00%$17K—
165ROTHSCHILD INVESTMENT LLC1140.00%$16K+56 (+96.6%)
166PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO1050.00%$15K+56 (+114.3%)
167SIGNATUREFD, LLC1040.00%$15K+8 (+8.3%)
168Steward Partners Investment Advisory, LLC1000.00%$14K-50 (-33.3%)
169TRUST CO OF TOLEDO NA /OH/900.00%$13K—
170UMB Bank, n.a.860.00%$12K+1 (+1.2%)
171Rockefeller Capital Management L.P.750.00%$11K-74 (-49.7%)
172MCF Advisors LLC620.00%$9K—
173True Wealth Design, LLC500.00%$7K+33 (+194.1%)
174NISA INVESTMENT ADVISORS, LLC490.00%$7K+29 (+145.0%)
175Parallel Advisors, LLC470.00%$7K+11 (+30.6%)
176Quarry LP450.00%$6KNEW
177Private Wealth Asset Management, LLC440.00%$6K—
178MassMutual Private Wealth & Trust, FSB400.00%$6K+16 (+66.7%)
179Mitsubishi UFJ Asset Management Co., Ltd.390.00%$6K—
180SJS Investment Consulting Inc.370.00%$5K+27 (+270.0%)
181Godfrey Financial Associates, Inc.330.00%$5K—
182HANTZ FINANCIAL SERVICES, INC.320.00%$5K+21 (+190.9%)
183Optiver Holding B.V.310.00%$4K-103 (-76.9%)
184SBI Securities Co., Ltd.300.00%$4K+8 (+36.4%)
185NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO300.00%$4K—
186Clearstead Advisors, LLC290.00%$4KNEW
187Fulcrum Asset Management LLP280.00%$4KNEW
188Bare Financial Services, Inc270.00%$4K+7 (+35.0%)
189Sachetta, LLC260.00%$4KNEW
190JTC Employer Solutions Trustee Ltd250.00%$4K—
191Smartleaf Asset Management LLC240.00%$3K—
192Basecamp Wealth Advisors LLC240.00%$3K+10 (+71.4%)
193Wealth Enhancement Trust Services, Inc.210.00%$3KNEW
194WealthCollab, LLC200.00%$3KNEW
195Private Wealth Management Group, LLC180.00%$3K—
196EASTERN BANK160.00%$2K—
197HARBOUR INVESTMENTS, INC.130.00%$2K+1 (+8.3%)
198Centerpoint Advisors, LLC120.00%$2K—
199NBT BANK, N.A.120.00%$2K—
200Parkside Financial Bank & Trust120.00%$2K—
201JPL Wealth Management, LLC110.00%$2K+1 (+10.0%)
202WHITTIER TRUST CO OF NEVADA INC110.00%$2K—
203Covestor Ltd110.00%$2K+6 (+120.0%)
204MTM Investment Management, LLC90.00%$1K—
205Larson Financial Group LLC90.00%$1K+8 (+800.0%)
206MANNING & NAPIER ADVISORS LLC80.00%$1KNEW
207FINANCIAL CONSULATE, INC80.00%$1K—
208Allied Private Wealth LLC80.00%$1KNEW
209Prestige Wealth Management Group LLC70.00%$1K—
210COUNTRY TRUST BANK70.00%$1K—
211Fairman Group, LLC60.00%$861—
212Bruce G. Allen Investments, LLC60.00%$861+5 (+500.0%)
213Keating Financial Advisory Services, Inc.60.00%$861NEW
214Stone House Investment Management, LLC60.00%$861NEW
215FARMERS & MERCHANTS INVESTMENTS INC50.00%$718—
216JNBA Financial Advisors50.00%$718—
217Comprehensive Financial Planning, Inc./PA40.00%$574NEW
218Bell Investment Advisors, Inc40.00%$574—
219Avion Wealth40.00%$0—
220Physician Wealth Advisors, Inc.40.00%$574NEW
221Retirement Wealth Solutions LLC40.00%$574—
222Rialto Wealth Management, LLC40.00%$574—
223Cornerstone Financial Management LLC40.00%$574-7 (-63.6%)
224CoreCap Advisors, LLC40.00%$574NEW
225Triumph Capital Management30.00%$430—
226Fortis Group Advisors, LLC30.00%$359—
227Hughes Financial Services, LLC30.00%$431+2 (+200.0%)
228Strategic Wealth Partners, Ltd.20.00%$287-11 (-84.6%)
229Plante Moran Financial Advisors, LLC20.00%$287NEW
230HUNTINGTON NATIONAL BANK10.00%$144—
231Davis Capital Management10.00%$144NEW
232GILPIN WEALTH MANAGEMENT, LLC10.00%$144-2 (-66.7%)
233Princeton Global Asset Management LLC10.00%$144—
234Erste Asset Management GmbH00.00%$0—
Exited since 2026-03-31 (35 filers; largest 25 shown)
Gator Capital Management, LLC−59,210
Man Group plc−21,461
Qube Research & Technologies Ltd−15,707
TUDOR INVESTMENT CORP ET AL−12,325
JANE STREET GROUP, LLC−7,675
VARCOV Co.−5,806
Vident Advisory, LLC−4,970
CenterBook Partners LP−3,955
VIRGINIA RETIREMENT SYSTEMS ET Al−3,800
CWM, LLC−3,642
JANUS HENDERSON GROUP PLC−3,054
Polymer Capital Management (US) LLC−2,982
MILLINGTON SECURITIES, LLC−2,618
Odyssean, LLC−2,377
Capital Investment Advisors, LLC−1,970
Handelsbanken Fonder AB−1,800
SEIZERT CAPITAL PARTNERS, LLC−1,760
AXQ CAPITAL, LP−1,677
SG Americas Securities, LLC−1,657
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS−1,570
QUADRANT CAPITAL GROUP LLC−646
MAI Capital Management−142
Hilltop National Bank−141
LOS ANGELES CAPITAL MANAGEMENT LLC−38
Advisory Services Network, LLC−32

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Victory Capital Management, Inc.SCHEDULE 13G2026-07-242026-06-30335,9605.03%
STATE STREET CORPORATIONSCHEDULE 13G2026-05-122026-03-31438,7346.6%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-31490,5417.32%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
BlackRock, Inc.SCHEDULE 13G/A2025-07-182025-06-30969,06414%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.