Vertiv Holdings Co (VRT) — Institutional Holders, Q2 2026 (page 13)
2,066 institutional investment managers reported a VRT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $104.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,201 to 1,300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VRT 13F holders ranked 1,201–1,300 of 2,066
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | CREATIVE FINANCIAL DESIGNS#1201 · 2,466 sh | 2,466 | $825.7K | 0.04% | +22.0% |
| 1202 | Supplemental Annuity Collective of NJ#1202 · 2,464 sh | 2,464 | $825.0K | 0.21% | -4.8% |
| 1203 | Bigelow Investment Advisors#1203 · 2,460 sh | 2,460 | $823.7K | — | +1.7% |
| 1204 | Aaron Wealth Advisors#1204 · 2,459 sh | 2,459 | $823.3K | — | -22.1% |
| 1205 | Rollins Financial Advisors#1205 · 2,457 sh | 2,457 | $822.6K | 0.11% | +36.4% |
| 1206 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1206 · 2,456 sh | 2,456 | $822.3K | 0.01% | +34.0% |
| 1207 | Clay Northam Wealth Management#1207 · 2,455 sh | 2,455 | $822.0K | — | +9.1% |
| 1208 | SPX Gestao de Recursos Ltda#1208 · 2,454 sh | 2,454 | $821.6K | 0.09% | New |
| 1209 | Longaeva Partners L.P.#1209 · 2,445 sh | 2,445 | $818.6K | 0.02% | -75.5% |
| 1210 | Wedbush Fund Advisers#1210 · 2,445 sh | 2,445 | $818.6K | 0.07% | New |
| 1211 | ROMAN BUTLER FULLERTON#1211 · 2,670 sh | 2,670 | $816.6K | — | +12.8% |
| 1212 | NorthRock Partners#1212 · 2,430 sh | 2,430 | $813.7K | 0.01% | +60.2% |
| 1213 | Matrix#1213 · 2,427 sh | 2,427 | $813.0K | — | New |
| 1214 | Donoghue Forlines#1214 · 2,419 sh | 2,419 | $809.9K | 0.21% | New |
| 1215 | Gladstone Institutional Advisory#1215 · 2,417 sh | 2,417 | $809.4K | 0.03% | +24.0% |
| 1216 | Howard Capital Management#1216 · 2,408 sh | 2,408 | $806.2K | — | +158.1% |
| 1217 | Elm Partners Management#1217 · 2,408 sh | 2,408 | $806.1K | 0.02% | -87.4% |
| 1218 | Rathbones Group PLC#1218 · 2,401 sh | 2,401 | $803.9K | <0.01% | +53.0% |
| 1219 | Platform Technology Partners#1219 · 2,399 sh | 2,399 | $803.1K | 0.13% | 0.0% |
| 1220 | Costello Asset Management#1220 · 2,397 sh | 2,397 | $802.6K | 0.24% | -4.0% |
| 1221 | Rehmann Capital Advisory Group#1221 · 2,392 sh | 2,392 | $800.9K | 0.04% | +12.5% |
| 1222 | LIBERTY WEALTH MANAGEMENT#1222 · 3,186 sh | 3,186 | $799.9K | 0.10% | 0.0% |
| 1223 | Dorsey & Whitney#1223 · 2,387 sh | 2,387 | $799.2K | 0.04% | +17.0% |
| 1224 | AdvisorShares Investments#1224 · 2,385 sh | 2,385 | $798.5K | 0.10% | +79.2% |
| 1225 | Diametric Capital#1225 · 2,379 sh | 2,379 | $796.5K | 0.08% | New |
| 1226 | Investment Management#1226 · 2,377 sh | 2,377 | $795.9K | 0.71% | +15.8% |
| 1227 | NORDEN GROUP#1227 · 2,372 sh | 2,372 | $794.3K | — | +2.9% |
| 1228 | ROCKLAND#1228 · 2,358 sh | 2,358 | $789.5K | — | -1.0% |
| 1229 | AlphaCore Capital#1229 · 2,357 sh | 2,357 | $789.2K | 0.01% | +23.9% |
| 1230 | HBK Sorce Advisory#1230 · 2,829 sh | 2,829 | $786.3K | 0.01% | +1.8% |
| 1231 | CRA Financial Services#1231 · 2,343 sh | 2,343 | $784.5K | — | +0.6% |
| 1232 | LeConte Wealth Management#1232 · 2,340 sh | 2,340 | $783.5K | — | +10.0% |
| 1233 | Balance Wealth#1233 · 2,315 sh | 2,315 | $775.0K | — | +7.7% |
| 1234 | INVESTED ADVISORS#1234 · 2,307 sh | 2,307 | $772.4K | — | -0.5% |
| 1235 | Soltis Investment Advisors#1235 · 2,303 sh | 2,303 | $771.2K | 0.04% | +17.2% |
| 1236 | Goldenstone Wealth Management#1236 · 2,301 sh | 2,301 | $770.3K | 0.50% | +1.4% |
| 1237 | Blueshift Asset Management#1237 · 2,297 sh | 2,297 | $769.1K | 0.18% | +29.4% |
| 1238 | Sound Income Strategies#1238 · 2,289 sh | 2,289 | $766.5K | — | +475.1% |
| 1239 | LexAurum Advisors#1239 · 2,287 sh | 2,287 | $765.8K | — | -20.8% |
| 1240 | CAISSE DES DEPOTS ET CONSIGNATIONS#1240 · 2,282 sh | 2,282 | $764.1K | 0.01% | 0.0% |
| 1241 | Confluence Wealth Services#1241 · 2,280 sh | 2,280 | $763.4K | 0.02% | New |
| 1242 | HM PAYSON#1242 · 2,278 sh | 2,278 | $762.7K | 0.01% | -1.9% |
| 1243 | SANDLER CAPITAL MANAGEMENT#1243 · 2,273 sh | 2,273 | $761.0K | 0.38% | New |
| 1244 | Prospect Financial Services#1244 · 2,272 sh | 2,272 | $760.8K | 0.39% | +1.5% |
| 1245 | Kaufman Rossin Wealth#1245 · 2,348 sh | 2,348 | $760.6K | — | -0.3% |
| 1246 | Financial Partners Group#1246 · 2,254 sh | 2,254 | $754.7K | — | -12.8% |
| 1247 | RMR Wealth Builders#1247 · 2,254 sh | 2,254 | $754.5K | — | +5.0% |
| 1248 | Portside Wealth Group#1248 · 2,252 sh | 2,252 | $754.0K | — | +31.6% |
| 1249 | Westhampton Capital#1249 · 2,244 sh | 2,244 | $751.3K | 0.31% | +53.2% |
| 1250 | Alessandra Capital Management#1250 · 2,243 sh | 2,243 | $751.0K | 0.53% | New |
| 1251 | Avail Investment Partners#1251 · 2,233 sh | 2,233 | $747.7K | — | +11.0% |
| 1252 | Essex Financial Services#1252 · 2,229 sh | 2,229 | $746.3K | 0.04% | -10.1% |
| 1253 | Ignite Planners#1253 · 2,223 sh | 2,223 | $745.0K | — | +57.8% |
| 1254 | Wealth Intelligence#1254 · 2,221 sh | 2,221 | $743.6K | — | -28.6% |
| 1255 | Glass Jacobson Investment Advisors#1255 · 2,221 sh | 2,221 | $743.6K | — | 0.0% |
| 1256 | bLong Financial#1256 · 2,220 sh | 2,220 | $743.3K | 0.48% | 0.0% |
| 1257 | Range Advisory#1257 · 2,217 sh | 2,217 | $742.5K | 0.09% | +9.1% |
| 1258 | Geneos Wealth Management#1258 · 2,199 sh | 2,199 | $736.4K | 0.01% | +0.8% |
| 1259 | Legato Capital Management#1259 · 2,195 sh | 2,195 | $734.9K | 0.06% | -30.2% |
| 1260 | IHT Wealth Management#1260 · 2,178 sh | 2,178 | $729.1K | 0.02% | +12.3% |
| 1261 | Visionary Wealth Advisors#1261 · 2,172 sh | 2,172 | $727.3K | 0.03% | +6.6% |
| 1262 | Ruggiero Investments#1262 · 2,172 sh | 2,172 | $727.2K | 0.61% | +38.3% |
| 1263 | L2 Asset Management#1263 · 2,164 sh | 2,164 | $724.5K | 0.08% | +6.5% |
| 1264 | TD PRIVATE CLIENT WEALTH#1264 · 2,161 sh | 2,161 | $723.5K | 0.01% | +17.3% |
| 1265 | AIRE ADVISORS#1265 · 2,154 sh | 2,154 | $721.2K | — | -0.7% |
| 1266 | Waterfront Wealth#1266 · 2,250 sh | 2,250 | $717.4K | 0.11% | 0.0% |
| 1267 | OXFORD FINANCIAL GROUP, LTD.#1267 · 2,139 sh | 2,139 | $716.2K | 0.04% | -4.1% |
| 1268 | Vines Capital Management#1268 · 2,139 sh | 2,139 | $716.2K | 0.59% | +4.1% |
| 1269 | Texas Capital Bank Wealth Management Services#1269 · 2,136 sh | 2,136 | $715.2K | 0.04% | -29.3% |
| 1270 | Archford Capital Strategies#1270 · 2,129 sh | 2,129 | $712.8K | — | +12.7% |
| 1271 | PERSONAL CFO SOLUTIONS#1271 · 2,127 sh | 2,127 | $712.1K | 0.10% | +10.0% |
| 1272 | Ariadne Wealth Management#1272 · 2,115 sh | 2,115 | $708.1K | 0.31% | -10.9% |
| 1273 | Sentinus#1273 · 2,113 sh | 2,113 | $707.5K | 0.06% | -16.7% |
| 1274 | Newbridge Financial Services Group#1274 · 2,112 sh | 2,112 | $707.2K | — | +0.7% |
| 1275 | Redwood Family Wealth#1275 · 2,111 sh | 2,111 | $706.8K | — | +0.2% |
| 1276 | Secure Asset Management#1276 · 2,108 sh | 2,108 | $705.9K | — | -7.9% |
| 1277 | STEVENS CAPITAL MANAGEMENT#1277 · 2,096 sh | 2,096 | $702.0K | 0.17% | -69.4% |
| 1278 | GGM Financials#1278 · 2,093 sh | 2,093 | $700.7K | 0.27% | 0.0% |
| 1279 | Register Financial Advisors#1279 · 2,085 sh | 2,085 | $698.3K | — | +8.6% |
| 1280 | OpenArc Corporate Advisory#1280 · 2,084 sh | 2,084 | $697.8K | — | +5.9% |
| 1281 | Measured Wealth Private Client Group#1281 · 2,066 sh | 2,066 | $691.7K | 0.17% | 0.0% |
| 1282 | Horizon Investment Services#1282 · 2,065 sh | 2,065 | $691.4K | 0.19% | -4.6% |
| 1283 | Pure Financial Advisors#1283 · 2,062 sh | 2,062 | $690.4K | <0.01% | +39.6% |
| 1284 | McGowan Group Asset Management#1284 · 2,056 sh | 2,056 | $688.3K | 0.08% | +70.2% |
| 1285 | Proficio Capital Partners#1285 · 2,039 sh | 2,039 | $682.7K | 0.02% | New |
| 1286 | Intrua Financial#1286 · 2,039 sh | 2,039 | $682.6K | 0.06% | +12.3% |
| 1287 | Midwest#1287 · 2,028 sh | 2,028 | $679.1K | — | +11.0% |
| 1288 | CAHILL FINANCIAL ADVISORS#1288 · 2,019 sh | 2,019 | $676.0K | 0.06% | 0.0% |
| 1289 | SYM FINANCIAL#1289 · 2,017 sh | 2,017 | $675.3K | — | -8.7% |
| 1290 | United Advisor Group#1290 · 2,010 sh | 2,010 | $673.1K | 0.07% | +96.1% |
| 1291 | Avise Financial Cooperative#1291 · 2,008 sh | 2,008 | $672.2K | 0.48% | -7.6% |
| 1292 | INVESTMENT PARTNERS, LTD.#1292 · 2,006 sh | 2,006 | $671.5K | 0.21% | 0.0% |
| 1293 | KERR FINANCIAL PLANNING#1293 · 2,006 sh | 2,006 | $671.4K | 0.75% | 0.0% |
| 1294 | Prairie Wealth Advisors#1294 · 0 sh | 0 | $671.3K | 0.16% | New |
| 1295 | Canton Hathaway#1295 · 2,000 sh | 2,000 | $669.6K | — | 0.0% |
| 1296 | Kesler, Norman & Wride#1296 · 1,999 sh | 1,999 | $669.5K | 0.11% | New |
| 1297 | Nautilus Advisors#1297 · 2,099 sh | 2,099 | $669.2K | — | -4.5% |
| 1298 | Miracle Mile Advisors#1298 · 1,999 sh | 1,999 | $669.2K | <0.01% | +43.2% |
| 1299 | Onyx Bridge Wealth Group#1299 · 1,991 sh | 1,991 | $666.7K | — | +4.4% |
| 1300 | Philip James Wealth Mangement#1300 · 1,986 sh | 1,986 | $665.0K | 0.07% | -26.9% |
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.