Vertiv Holdings Co (VRT) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,066
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Essential Partners#1301 · 1,986 sh | 1,986 | $665.0K | — | -72.6% |
| 1302 | CYPRESS ASSET MANAGEMENT#1302 · 1,980 sh | 1,980 | $662.9K | — | +38.9% |
| 1303 | Barton Investment Management#1303 · 1,980 sh | 1,980 | $662.9K | 0.09% | -5.0% |
| 1304 | FOUNDERS FINANCIAL SECURITIES#1304 · 1,963 sh | 1,963 | $657.3K | 0.03% | -16.9% |
| 1305 | Brevan Howard Capital Management#1305 · 1,951 sh | 1,951 | $653.2K | <0.01% | -93.6% |
| 1306 | Crestwood Advisors Group#1306 · 1,951 sh | 1,951 | $653.2K | <0.01% | +71.4% |
| 1307 | Family Management#1307 · 1,937 sh | 1,937 | $648.5K | 0.07% | -12.9% |
| 1308 | EVERGREEN CAPITAL MANAGEMENT#1308 · 1,932 sh | 1,932 | $646.9K | — | +49.5% |
| 1309 | Quotient Wealth Partners#1309 · 1,926 sh | 1,926 | $645.0K | 0.02% | +6.2% |
| 1310 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#1310 · 1,920 sh | 1,920 | $642.9K | 0.02% | -17.2% |
| 1311 | SJS Investment Consulting#1311 · 1,916 sh | 1,916 | $641.6K | — | +17.3% |
| 1312 | Colonial River Wealth Management#1312 · 1,916 sh | 1,916 | $641.5K | — | -3.3% |
| 1313 | TRED AVON FAMILY WEALTH#1313 · 1,911 sh | 1,911 | $639.8K | — | +0.7% |
| 1314 | Guinness Asset Management LTD#1314 · 1,910 sh | 1,910 | $639.5K | 0.01% | +13.9% |
| 1315 | FUKOKU MUTUAL LIFE INSURANCE#1315 · 1,907 sh | 1,907 | $638.5K | 0.04% | +38.6% |
| 1316 | Cyndeo Wealth Partners#1316 · 1,907 sh | 1,907 | $638.4K | — | -9.8% |
| 1317 | Brookwood Investment Group#1317 · 1,906 sh | 1,906 | $638.2K | 0.07% | +33.0% |
| 1318 | USA FINANCIAL FORMULAS#1318 · 1,905 sh | 1,905 | $637.8K | 0.12% | — |
| 1319 | Beacon Bridge Wealth Partners#1319 · 1,897 sh | 1,897 | $635.2K | 0.18% | +4.5% |
| 1320 | Raleigh Capital Management#1320 · 1,896 sh | 1,896 | $634.7K | 0.20% | -3.8% |
| 1321 | Pinnacle Wealth Management Advisory Group#1321 · 1,890 sh | 1,890 | $632.8K | — | +14.3% |
| 1322 | Procyon Advisors#1322 · 1,887 sh | 1,887 | $631.9K | — | +105.1% |
| 1323 | Symmetry Investments#1323 · 1,887 sh | 1,887 | $631.8K | 0.04% | New |
| 1324 | Vann Equity Management#1324 · 1,879 sh | 1,879 | $629.2K | — | +0.5% |
| 1325 | MONTAG A & ASSOCIATES#1325 · 1,875 sh | 1,875 | $627.8K | 0.03% | +4.2% |
| 1326 | FIDUCIARY FINANCIAL GROUP#1326 · 1,875 sh | 1,875 | $627.6K | — | -33.5% |
| 1327 | Obermeyer Wealth Partners#1327 · 1,870 sh | 1,870 | $626.0K | — | +36.5% |
| 1328 | CARY STREET PARTNERS INVESTMENT ADVISORY#1328 · 1,868 sh | 1,868 | $625.5K | 0.13% | +38.2% |
| 1329 | Alvarez & Marsal Private Wealth Partners#1329 · 1,863 sh | 1,863 | $623.8K | 0.08% | 0.0% |
| 1330 | DRIVE WEALTH MANAGEMENT#1330 · 1,861 sh | 1,861 | $623.0K | 0.11% | +19.4% |
| 1331 | SYON CAPITAL#1331 · 1,860 sh | 1,860 | $622.8K | 0.03% | +119.9% |
| 1332 | Abel Hall#1332 · 1,855 sh | 1,855 | $621.1K | — | -0.5% |
| 1333 | Aprio Wealth Management#1333 · 1,852 sh | 1,852 | $620.2K | 0.03% | -0.2% |
| 1334 | Perpetual Ltd#1334 · 1,842 sh | 1,842 | $616.7K | — | -25.9% |
| 1335 | HANCOCK WHITNEY#1335 · 1,836 sh | 1,836 | $614.7K | 0.01% | -3.6% |
| 1336 | Gerber Kawasaki Wealth & Investment Management#1336 · 1,833 sh | 1,833 | $613.7K | 0.02% | +29.0% |
| 1337 | Kingdom Financial Group#1337 · 1,814 sh | 1,814 | $607.5K | 0.16% | +33.7% |
| 1338 | Markin Volterra Fund#1338 · 1,814 sh | 1,814 | $607.4K | 0.41% | -35.3% |
| 1339 | Signal Advisors Wealth#1339 · 1,814 sh | 1,814 | $607.2K | — | New |
| 1340 | FORESIGHT CAPITAL MANAGEMENT ADVISORS#1340 · 1,793 sh | 1,793 | $600.3K | — | -8.3% |
| 1341 | QTR Family Wealth#1341 · 1,789 sh | 1,789 | $599.1K | 0.21% | +2.2% |
| 1342 | Greenland Capital Management#1342 · 1,785 sh | 1,785 | $597.7K | 0.07% | New |
| 1343 | BUFFALO BUSINESS & ESTATE SERVICES LTD#1343 · 1,775 sh | 1,775 | $594.2K | 0.07% | New |
| 1344 | BSW Wealth Partners#1344 · 1,773 sh | 1,773 | $593.6K | 0.07% | -2.3% |
| 1345 | Congress Park Capital#1345 · 1,770 sh | 1,770 | $592.6K | — | -1.4% |
| 1346 | ROMANO BROTHERS AND COMPANY#1346 · 1,761 sh | 1,761 | $589.6K | — | +11.3% |
| 1347 | Quarry#1347 · 1,745 sh | 1,745 | $584.3K | 0.05% | +236.9% |
| 1348 | Virtue Capital Management#1348 · 1,740 sh | 1,740 | $582.6K | 0.08% | +28.2% |
| 1349 | SageView Advisory Group#1349 · 1,735 sh | 1,735 | $581.0K | 0.02% | +30.2% |
| 1350 | Pinnacle Wealth Planning Services#1350 · 1,734 sh | 1,734 | $580.6K | 0.06% | -3.3% |
| 1351 | Centerpoint Advisory Group#1351 · 1,731 sh | 1,731 | $579.6K | — | +9.1% |
| 1352 | West Family Investments#1352 · 1,729 sh | 1,729 | $578.9K | 0.17% | +3.7% |
| 1353 | PRELUDE CAPITAL MANAGEMENT#1353 · 1,720 sh | 1,720 | $575.9K | 0.04% | -12.5% |
| 1354 | Keebeck Wealth Management#1354 · 1,708 sh | 1,708 | $572.0K | 0.06% | +27.4% |
| 1355 | Symphony Financial, Ltd.#1355 · 1,725 sh | 1,725 | $569.9K | — | +25.2% |
| 1356 | Three Magnolias Financial Advisors#1356 · 1,700 sh | 1,700 | $569.2K | — | +88.9% |
| 1357 | Main Street Financial Solutions#1357 · 1,699 sh | 1,699 | $568.9K | 0.04% | +82.3% |
| 1358 | Oslo Pensjonsforsikring AS#1358 · 1,699 sh | 1,699 | $568.9K | — | +613.9% |
| 1359 | Avestar Capital#1359 · 1,696 sh | 1,696 | $567.9K | 0.03% | New |
| 1360 | McGuire Investment Group#1360 · 1,688 sh | 1,688 | $565.2K | — | 0.0% |
| 1361 | MARIETTA INVESTMENT PARTNERS#1361 · 1,687 sh | 1,687 | $564.8K | 0.10% | New |
| 1362 | Ballast Rock Private Wealth#1362 · 1,678 sh | 1,678 | $561.7K | — | 0.0% |
| 1363 | McAdam#1363 · 1,678 sh | 1,678 | $561.7K | — | +19.9% |
| 1364 | ELEMENT POINTE ADVISORS#1364 · 1,676 sh | 1,676 | $561.2K | — | -59.1% |
| 1365 | RiverFront Investment Group#1365 · 1,670 sh | 1,670 | $559.1K | <0.01% | +32.3% |
| 1366 | Gen-Wealth Partners#1366 · 1,663 sh | 1,663 | $556.7K | 0.15% | +0.1% |
| 1367 | MONOGRAPH WEALTH ADVISORS#1367 · 1,658 sh | 1,658 | $555.1K | 0.05% | +7.3% |
| 1368 | Modern Wealth Management#1368 · 1,651 sh | 1,651 | $552.8K | <0.01% | +38.9% |
| 1369 | AAFMAA Wealth Management#1369 · 1,641 sh | 1,641 | $549.4K | — | -14.3% |
| 1370 | MOODY LYNN & LIEBERSON#1370 · 1,639 sh | 1,639 | $548.8K | — | -43.9% |
| 1371 | BIP Wealth#1371 · 1,639 sh | 1,639 | $548.7K | — | +8.0% |
| 1372 | Invst#1372 · 1,635 sh | 1,635 | $547.5K | 0.05% | New |
| 1373 | TRAN CAPITAL MANAGEMENT, L.P.#1373 · 1,632 sh | 1,632 | $546.4K | — | 0.0% |
| 1374 | Choate Investment Advisors#1374 · 1,628 sh | 1,628 | $545.1K | <0.01% | +10.0% |
| 1375 | COMMERZBANK AKTIENGESELLSCHAFT#1375 · 1,624 sh | 1,624 | $544.0K | 0.01% | -5.3% |
| 1376 | YARGER WEALTH STRATEGIES#1376 · 1,701 sh | 1,701 | $542.5K | 0.19% | +13.2% |
| 1377 | Guardian Financial Partners#1377 · 1,620 sh | 1,620 | $542.4K | 0.21% | New |
| 1378 | Galvin, Gaustad & Stein#1378 · 1,608 sh | 1,608 | $538.5K | — | -17.8% |
| 1379 | Linden Thomas Advisory Services#1379 · 1,607 sh | 1,607 | $538.1K | — | -0.9% |
| 1380 | 1834 INVESTMENT ADVISORS#1380 · 1,603 sh | 1,603 | $536.7K | — | +15.0% |
| 1381 | Empirical Asset Management#1381 · 1,602 sh | 1,602 | $536.3K | 0.12% | +6.0% |
| 1382 | Wealth Quarterback#1382 · 1,595 sh | 1,595 | $533.9K | — | +3.2% |
| 1383 | Swisher Financial Concepts#1383 · 1,575 sh | 1,575 | $527.4K | 0.33% | -59.8% |
| 1384 | GILPIN WEALTH MANAGEMENT#1384 · 1,565 sh | 1,565 | $524.0K | — | -1.9% |
| 1385 | Western Wealth Management#1385 · 1,564 sh | 1,564 | $523.6K | 0.02% | +7.1% |
| 1386 | PCM Encore#1386 · 1,563 sh | 1,563 | $523.5K | 0.09% | New |
| 1387 | CLEAR WAVE WEALTH MANAGEMENT#1387 · 1,560 sh | 1,560 | $522.3K | 0.10% | -33.4% |
| 1388 | J. M. Brown & Associates#1388 · 1,549 sh | 1,549 | $518.6K | 0.30% | — |
| 1389 | NORTHWEST WEALTH MANAGEMENT#1389 · 1,547 sh | 1,547 | $518.0K | 0.07% | -0.7% |
| 1390 | BXM Wealth#1390 · 1,543 sh | 1,543 | $516.6K | 0.28% | +30.8% |
| 1391 | CHILDRESS CAPITAL ADVISORS#1391 · 1,543 sh | 1,543 | $516.6K | 0.08% | -0.8% |
| 1392 | Capital Investment Advisors#1392 · 1,541 sh | 1,541 | $515.8K | — | +17.5% |
| 1393 | Cooper Financial Group#1393 · 1,531 sh | 1,531 | $512.6K | — | New |
| 1394 | FSM Wealth Advisors#1394 · 1,528 sh | 1,528 | $511.5K | 0.05% | +4.7% |
| 1395 | Prentice Wealth Management#1395 · 1,524 sh | 1,524 | $510.3K | — | +8.9% |
| 1396 | KELLEHER FINANCIAL ADVISORS#1396 · 1,512 sh | 1,512 | $506.1K | 0.07% | +10.2% |
| 1397 | Severin Investments#1397 · 1,511 sh | 1,511 | $506.0K | 0.38% | -20.9% |
| 1398 | Root Financial Partners#1398 · 1,507 sh | 1,507 | $504.6K | — | +38.0% |
| 1399 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#1399 · 1,503 sh | 1,503 | $503.2K | 1.54% | +21.4% |
| 1400 | Purpose Unlimited#1400 · 1,500 sh | 1,500 | $502.2K | 0.02% | 0.0% |
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.