VIRTUS INVESTMENT PARTNERS, INC. (VRTS) — Institutional Holders, Q2 2026

236 institutional investment managers reported a VRTS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $857.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← VRTS stock profile

VRTS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +154,351 sh+$22.1M
BlackRockAdded · +57,246 sh+$8.2M
JPMORGAN CHASEAdded · +50,419 sh+$7.2M
BESSEMER GROUPNew · +42,919 sh+$6.2M
NuveenAdded · +40,482 sh+$5.8M

Biggest sellers

Gator Capital ManagementSold out · -59,210 sh-$8.5M
VANGUARD PORTFOLIO MANAGEMENTTrimmed · -34,766 sh-$5.0M
GOLDMAN SACHS GROUPTrimmed · -33,917 sh-$4.9M
Zimmer PartnersTrimmed · -33,413 sh-$4.8M
Squarepoint OpsTrimmed · -27,984 sh-$4.0M

VRTS 13F holders ranked 1–100 of 236

Institutional investors reporting a position in VIRTUS INVESTMENT PARTNERS, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 1,056,614 sh	1,056,614	$151.6M	<0.01%	+5.7%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 450,124 sh	450,124	$64.6M	<0.01%	-7.2%
3	STATE STREET#3 · 448,314 sh	448,314	$64.3M	<0.01%	+2.2%
4	VICTORY CAPITAL MANAGEMENT#4 · 352,930 sh	352,930	$50.6M	0.03%	+11.0%
5	DIMENSIONAL FUND ADVISORS#5 · 315,715 sh	315,715	$45.3M	<0.01%	+3.5%
6	AQR CAPITAL MANAGEMENT#6 · 286,625 sh	286,625	$41.1M	0.01%	+116.7%
7	VANGUARD CAPITAL MANAGEMENT#7 · 279,848 sh	279,848	$40.2M	<0.01%	-2.0%
8	CHARLES SCHWAB INVESTMENT MANAGEMENT#8 · 279,346 sh	279,346	$40.1M	<0.01%	+7.9%
9	AMERICAN CENTURY COMPANIES#9 · 195,363 sh	195,363	$28.0M	0.01%	+3.5%
10	GEODE CAPITAL MANAGEMENT#10 · 165,425 sh	165,425	$23.7M	<0.01%	+3.9%
11	JPMORGAN CHASE#11 · 142,881 sh	142,881	$20.6M	<0.01%	+54.5%
12	BROWN ADVISORY#12 · 109,414 sh	109,414	$15.7M	0.02%	+5.3%
13	TWO SIGMA INVESTMENTS#13 · 107,942 sh	107,942	$15.5M	0.01%	+24.7%
14	HOTCHKIS & WILEY CAPITAL MANAGEMENT#14 · 97,582 sh	97,582	$14.0M	0.04%	+1.0%
15	MORGAN STANLEY#15 · 89,042 sh	89,042	$12.8M	<0.01%	-7.3%
16	NORTHERN#16 · 85,422 sh	85,422	$12.3M	<0.01%	+9.4%
17	GLENMEDE NA#17 · 78,279 sh	78,279	$11.2M	0.05%	+39.7%
18	ALGERT GLOBAL#18 · 77,962 sh	77,962	$11.2M	0.13%	+1.1%
19	Nuveen#19 · 75,847 sh	75,847	$10.9M	<0.01%	+114.5%
20	Bank of New York Mellon#20 · 70,719 sh	70,719	$10.1M	<0.01%	+1.4%
21	Zimmer Partners#21 · 50,708 sh	50,708	$7.3M	0.17%	-39.7%
22	FIRST ADVISORS#22 · 47,751 sh	47,751	$6.9M	<0.01%	-9.8%
23	MILLENNIUM MANAGEMENT#23 · 46,179 sh	46,179	$6.6M	<0.01%	-21.7%
24	BESSEMER GROUP#24 · 42,919 sh	42,919	$6.2M	<0.01%	New
25	VANGUARD FIDUCIARY#25 · 41,736 sh	41,736	$6.0M	<0.01%	+2.4%
26	PRUDENTIAL FINANCIAL#26 · 40,071 sh	40,071	$5.8M	<0.01%	-15.3%
27	FMR#27 · 38,268 sh	38,268	$5.5M	<0.01%	+171.1%
28	GOLDMAN SACHS GROUP#28 · 36,331 sh	36,331	$5.2M	<0.01%	-48.3%
29	BANK OF AMERICA#29 · 33,917 sh	33,917	$4.9M	<0.01%	+29.8%
30	PRINCIPAL FINANCIAL GROUP#30 · 30,360 sh	30,360	$4.4M	<0.01%	-1.6%
31	RENAISSANCE TECHNOLOGIES#31 · 28,429 sh	28,429	$4.1M	<0.01%	+4.4%
32	Invesco Ltd.#32 · 26,782 sh	26,782	$3.8M	<0.01%	-10.1%
33	Creative Planning#33 · 26,631 sh	26,631	$3.8M	<0.01%	+57.7%
34	AWH Capital, L.P.#34 · 24,742 sh	24,742	$3.6M	2.49%	0.0%
35	CITADEL ADVISORS#35 · 24,024 sh	24,024	$3.4M	<0.01%	-42.7%
36	BRIDGEWAY CAPITAL MANAGEMENT#36 · 23,626 sh	23,626	$3.4M	0.06%	0.0%
37	IEQ CAPITAL#37 · 22,680 sh	22,680	$3.3M	0.01%	+72.0%
38	PUBLIC SECTOR PENSION INVESTMENT BOARD#38 · 21,627 sh	21,627	$3.1M	<0.01%	-4.9%
39	AMERIPRISE FINANCIAL#39 · 20,410 sh	20,410	$2.9M	<0.01%	-12.6%
40	RHUMBLINE ADVISERS#40 · 18,969 sh	18,969	$2.7M	<0.01%	-9.1%
41	CAPTRUST FINANCIAL ADVISORS#41 · 17,804 sh	17,804	$2.6M	<0.01%	+13.4%
42	SEI INVESTMENTS#42 · 17,415 sh	17,415	$2.5M	<0.01%	-43.8%
43	Empowered Funds#43 · 16,792 sh	16,792	$2.4M	0.01%	+9.6%
44	Connor, Clark & Lunn Investment Management Ltd.#44 · 16,571 sh	16,571	$2.4M	<0.01%	-6.4%
45	XTX Topco Ltd#45 · 15,591 sh	15,591	$2.2M	0.03%	+217.7%
46	Huber Capital Management#46 · 15,468 sh	15,468	$2.2M	0.33%	+23.1%
47	Mariner#47 · 14,181 sh	14,181	$2.0M	<0.01%	+204.8%
48	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#48 · 14,095 sh	14,095	$2.0M	0.04%	+257.0%
49	UBS Group AG#49 · 14,029 sh	14,029	$2.0M	<0.01%	+205.0%
50	Legal & General Group Plc#50 · 13,684 sh	13,684	$2.0M	<0.01%	-1.4%
51	PRICE T ROWE ASSOCIATES#51 · 12,908 sh	12,908	$1.9M	<0.01%	+10.1%
52	FRANKLIN RESOURCES#52 · 12,733 sh	12,733	$1.8M	<0.01%	+1.9%
53	Swiss National Bank#53 · 12,600 sh	12,600	$1.8M	<0.01%	-0.8%
54	ExodusPoint Capital Management#54 · 12,533 sh	12,533	$1.8M	0.01%	New
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#55 · 11,790 sh	11,790	$1.7M	<0.01%	-59.3%
56	Villanova Investment Management#56 · 11,284 sh	11,284	$1.6M	1.54%	+7.1%
57	Cerity Partners#57 · 10,748 sh	10,748	$1.5M	<0.01%	+517.3%
58	EXCHANGE TRADED CONCEPTS#58 · 10,339 sh	10,339	$1.5M	<0.01%	-12.6%
59	Russell Investments Group, Ltd.#59 · 9,967 sh	9,967	$1.4M	<0.01%	+35.7%
60	Kennondale Capital Management#60 · 9,774 sh	9,774	$1.4M	0.93%	0.0%
61	ROYCE & ASSOCIATES#61 · 9,768 sh	9,768	$1.4M	0.01%	+89.9%
62	WEALTH ENHANCEMENT ADVISORY SERVICES#62 · 8,680 sh	8,680	$1.4M	—	+193.5%
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#63 · 8,706 sh	8,706	$1.2M	<0.01%	-12.3%
64	BNP PARIBAS FINANCIAL MARKETS#64 · 8,218 sh	8,218	$1.2M	<0.01%	+101.5%
65	MERCER GLOBAL ADVISORS#65 · 8,064 sh	8,064	$1.2M	<0.01%	+340.2%
66	Quadrature Capital Ltd#66 · 7,583 sh	7,583	$1.1M	<0.01%	+16.2%
67	Quinn Opportunity Partners#67 · 7,450 sh	7,450	$1.1M	0.05%	0.0%
68	Quantinno Capital Management#68 · 7,412 sh	7,412	$1.1M	<0.01%	+103.7%
69	Jump Financial#69 · 7,200 sh	7,200	$1.0M	<0.01%	+19.0%
70	DEUTSCHE BANK AG\#70 · 7,147 sh	7,147	$1.0M	<0.01%	+17.8%
71	Clayton Partners#71 · 7,000 sh	7,000	$1.0M	0.66%	-30.0%
72	ALLIANCEBERNSTEIN L.P.#72 · 7,470 sh	7,470	$1.0M	<0.01%	-1.2%
73	WELLS FARGO & COMPANY#73 · 6,588 sh	6,588	$945.3K	<0.01%	+148.5%
74	VOYA INVESTMENT MANAGEMENT#74 · 5,795 sh	5,795	$831.6K	<0.01%	+3.4%
75	GREAT WEST LIFE ASSURANCE#75 · 5,796 sh	5,796	$831.0K	<0.01%	+0.5%
76	BALYASNY ASSET MANAGEMENT L.P.#76 · 5,683 sh	5,683	$815.5K	<0.01%	+134.5%
77	Vanguard Global Advisers#77 · 5,634 sh	5,634	$808.5K	<0.01%	0.0%
78	Y-Intercept (Hong Kong) Ltd#78 · 5,531 sh	5,531	$793.7K	—	-31.4%
79	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#79 · 5,271 sh	5,271	$756.0K	—	-3.5%
80	Mirae Asset Global Investments , Ltd.#80 · 5,249 sh	5,249	$753.2K	<0.01%	+18.1%
81	Quantbot Technologies#81 · 5,156 sh	5,156	$739.9K	0.03%	-17.0%
82	Squarepoint Ops#82 · 4,690 sh	4,690	$673.0K	<0.01%	-85.6%
83	Lido Advisors#83 · 4,412 sh	4,412	$633.1K	<0.01%	New
84	ALLSTATE#84 · 4,304 sh	4,304	$617.6K	<0.01%	New
85	VANGUARD ASSET MANAGEMENT, Ltd#85 · 4,195 sh	4,195	$602.0K	<0.01%	0.0%
86	THRIVENT FINANCIAL FOR LUTHERANS#86 · 4,125 sh	4,125	$592.0K	<0.01%	-2.6%
87	HSBC PLC#87 · 3,934 sh	3,934	$572.1K	<0.01%	+52.4%
88	MetLife Investment Management#88 · 3,750 sh	3,750	$538.1K	<0.01%	+3.2%
89	CITIGROUP#89 · 3,726 sh	3,726	$534.7K	<0.01%	-28.7%
90	Entropy Technologies#90 · 3,724 sh	3,724	$534.4K	0.02%	New
91	Illinois Municipal Retirement Fund#91 · 3,479 sh	3,479	$499.2K	<0.01%	+1.0%
92	CHOREO#92 · 3,290 sh	3,290	$472.1K	<0.01%	+34.8%
93	BARCLAYS PLC#93 · 3,078 sh	3,078	$441.7K	<0.01%	-26.5%
94	Jupiter Topco#94 · 3,054 sh	3,054	$438.5K	<0.01%	—
95	MIRAE ASSET GLOBAL ETFS Ltd.#95 · 2,944 sh	2,944	$422.5K	<0.01%	-2.1%
96	CANADA PENSION PLAN INVESTMENT BOARD#96 · 2,900 sh	2,900	$416.1K	<0.01%	0.0%
97	EntryPoint Capital#97 · 2,853 sh	2,853	$409.4K	0.10%	0.0%
98	CAXTON ASSOCIATES LLP#98 · 2,809 sh	2,809	$403.1K	<0.01%	New
99	Schonfeld Strategic Advisors#99 · 2,805 sh	2,805	$402.5K	<0.01%	+67.8%
100	Louisiana State Employees Retirement System#100 · 2,800 sh	2,800	$401.8K	—	0.0%

Funds that sold out of VRTS in Q2 2026 (31)

Held VRTS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held VRTS in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Gator Capital Management59,210 sh	59,210	$8.0M
Man Group plc21,461 sh	21,461	$2.9M
Qube Research & Technologies Ltd15,707 sh	15,707	$2.1M
TUDOR INVESTMENT ET AL12,325 sh	12,325	$1.7M
JANE STREET GROUP7,675 sh	7,675	$1.0M
VARCOV5,806 sh	5,806	$780.0K
Vident Advisory4,970 sh	4,970	$667.7K
CenterBook Partners3,955 sh	3,955	$531.4K
VIRGINIA RETIREMENT SYSTEMS ET Al3,800 sh	3,800	$510.5K
Polymer Capital Management (US)2,982 sh	2,982	$400.6K
Odyssean2,377 sh	2,377	$319.4K
Capital Investment Advisors1,970 sh	1,970	$264.7K
Handelsbanken Fonder AB1,800 sh	1,800	$242.0K
SEIZERT CAPITAL PARTNERS1,760 sh	1,760	$236.5K
AXQ CAPITAL1,677 sh	1,677	$225.3K
SG Americas Securities1,657 sh	1,657	$223.0K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS1,570 sh	1,570	$210.9K
QUADRANT CAPITAL GROUP1,292 sh	1,292	$135.8K
MAI Capital Management142 sh	142	$19.1K
Hilltop National Bank141 sh	141	$18.9K
LOS ANGELES CAPITAL MANAGEMENT38 sh	38	$5.1K
Advisory Services Network32 sh	32	$4.4K
Root Financial Partners27 sh	27	$3.6K
Aster Capital Management (DIFC) Ltd14 sh	14	$2.4K
Medallion Wealth Advisors15 sh	15	$2.0K
TWIN PEAKS WEALTH ADVISORS10 sh	10	$1.3K
Wealth Preservation Advisors8 sh	8	$1.1K
RESOURCES MANAGEMENT /CT7 sh	7	$1.0K
Annis Gardner Whiting Capital Advisors7 sh	7	$941.00
Spire Wealth Management6 sh	6	$806.00
Rossby Financial, LCC1 sh	1	$131.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.