Vertiv Holdings Co (VRT) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,066. 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 2,001–2,066 of 2,066
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Asset Dedication#2001 · 18 sh | 18 | $6.0K | <0.01% | New |
| 2002 | American Capital Advisory#2002 · 18 sh | 18 | $6.0K | <0.01% | +12.5% |
| 2003 | Copia Wealth Management#2003 · 17 sh | 17 | $5.7K | <0.01% | 0.0% |
| 2004 | Bare Financial Services#2004 · 16 sh | 16 | $5.4K | <0.01% | +14.3% |
| 2005 | Cedar Mountain Advisors#2005 · 14 sh | 14 | $4.7K | — | +16.7% |
| 2006 | Mascoma Wealth Management#2006 · 13 sh | 13 | $4.4K | — | +225.0% |
| 2007 | NBH Bank#2007 · 13 sh | 13 | $4.4K | <0.01% | — |
| 2008 | RMG Wealth Management#2008 · 15 sh | 15 | $4.3K | — | -73.2% |
| 2009 | Colonial / SC#2009 · 13 sh | 13 | $4.2K | <0.01% | +62.5% |
| 2010 | PROSPERITY BANCSHARES#2010 · 12 sh | 12 | $4.0K | <0.01% | New |
| 2011 | Field & Main Bank#2011 · 12 sh | 12 | $4.0K | <0.01% | New |
| 2012 | Davis Capital Management#2012 · 12 sh | 12 | $4.0K | — | +140.0% |
| 2013 | Decker Retirement Planning#2013 · 12 sh | 12 | $4.0K | — | New |
| 2014 | Ravenstone Capital Management#2014 · 12 sh | 12 | $4.0K | <0.01% | -92.5% |
| 2015 | BERKSHIRE CAPITAL#2015 · 10 sh | 10 | $3.3K | <0.01% | -100.0% |
| 2016 | Security National Bank#2016 · 10 sh | 10 | $3.3K | — | New |
| 2017 | 1620 INVESTMENT ADVISORS#2017 · 10 sh | 10 | $3.3K | <0.01% | 0.0% |
| 2018 | LAM GROUP#2018 · 10 sh | 10 | $3.3K | — | 0.0% |
| 2019 | William B. Walkup & Associates#2019 · 10 sh | 10 | $3.3K | <0.01% | New |
| 2020 | McMillan Office#2020 · 10 sh | 10 | $3.3K | <0.01% | New |
| 2021 | NBT BANK N A#2021 · 10 sh | 10 | $3.3K | — | -66.7% |
| 2022 | TOUNJIAN ADVISORY PARTNERS#2022 · 9 sh | 9 | $3.0K | <0.01% | New |
| 2023 | CKW FINANCIAL GROUP#2023 · 9 sh | 9 | $3.0K | <0.01% | New |
| 2024 | OGOREK ANTHONY JOSEPH /NY#2024 · 9 sh | 9 | $3.0K | <0.01% | +12.5% |
| 2025 | Abound Wealth Management#2025 · 9 sh | 9 | $3.0K | — | -82.7% |
| 2026 | POM Investment Strategies#2026 · 8 sh | 8 | $2.7K | — | 0.0% |
| 2027 | RHL GROUP#2027 · 8 sh | 8 | $2.7K | <0.01% | 0.0% |
| 2028 | NVWM#2028 · 7 sh | 7 | $2.3K | — | New |
| 2029 | BankPlus Department#2029 · 7 sh | 7 | $2.3K | <0.01% | 0.0% |
| 2030 | Downshift Financial#2030 · 7 sh | 7 | $2.3K | — | New |
| 2031 | Investors Portfolio Services#2031 · 6 sh | 6 | $2.1K | <0.01% | -14.3% |
| 2032 | JNBA Financial Advisors#2032 · 6 sh | 6 | $2.0K | <0.01% | 0.0% |
| 2033 | Kentucky#2033 · 6 sh | 6 | $2.0K | — | 0.0% |
| 2034 | Navigoe#2034 · 8 sh | 8 | $2.0K | <0.01% | New |
| 2035 | BFSG#2035 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 2036 | Atlantic Private Wealth#2036 · 5 sh | 5 | $1.7K | <0.01% | 0.0% |
| 2037 | Seneschal Advisors#2037 · 5 sh | 5 | $1.7K | <0.01% | +25.0% |
| 2038 | Game Plan Financial Advisors#2038 · 5 sh | 5 | $1.7K | <0.01% | New |
| 2039 | SWAN Capital#2039 · 5 sh | 5 | $1.7K | <0.01% | -44.4% |
| 2040 | Caitlin John#2040 · 5 sh | 5 | $1.7K | <0.01% | -28.6% |
| 2041 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2041 · 5 sh | 5 | $1.7K | <0.01% | New |
| 2042 | CHELSEA COUNSEL#2042 · 4 sh | 4 | $1.3K | <0.01% | 0.0% |
| 2043 | Cranbrook Wealth Management#2043 · 4 sh | 4 | $1.3K | <0.01% | 0.0% |
| 2044 | BEACON INVESTMENT ADVISORY SERVICES#2044 · 4 sh | 4 | $1.3K | — | New |
| 2045 | Nvest Wealth Strategies#2045 · 4 sh | 4 | $1.3K | — | 0.0% |
| 2046 | Financial Network Wealth Advisors#2046 · 4 sh | 4 | $1.3K | <0.01% | +33.3% |
| 2047 | DecisionPoint Financial#2047 · 4 sh | 4 | $1.2K | <0.01% | New |
| 2048 | Clark Wealth Partners#2048 · 3 sh | 3 | $1.0K | — | -96.4% |
| 2049 | DB Fitzpatrick#2049 · 3 sh | 3 | $1.0K | — | -50.0% |
| 2050 | PROATHLETE WEALTH MANAGEMENT#2050 · 3 sh | 3 | $1.0K | — | New |
| 2051 | RAELIPSKIE PARTNERSHIP#2051 · 3 sh | 3 | $1.0K | <0.01% | New |
| 2052 | Coston, McIsaac & Partners#2052 · 4 sh | 4 | $1.0K | <0.01% | -20.0% |
| 2053 | Breakwater Investment Management#2053 · 2 sh | 2 | $670.00 | — | New |
| 2054 | TOWER & INVESTMENT#2054 · 2 sh | 2 | $669.00 | <0.01% | New |
| 2055 | PEAK6#2055 · 2 sh | 2 | $653.00 | 0.00% | 0.0% |
| 2056 | Halbert, Hargrove/Russell#2056 · 2 sh | 2 | $568.00 | — | New |
| 2057 | Addison Advisors#2057 · 1 sh | 1 | $335.00 | <0.01% | 0.0% |
| 2058 | Delos Wealth Advisors#2058 · 1 sh | 1 | $335.00 | <0.01% | New |
| 2059 | ROSS\JOHNSON & Associates#2059 · 1 sh | 1 | $335.00 | <0.01% | 0.0% |
| 2060 | Highland Investment Advisors#2060 · 1 sh | 1 | $335.00 | <0.01% | — |
| 2061 | Altshuler Shaham Ltd#2061 · 1 sh | 1 | $43.00 | 0.00% | 0.0% |
| 2062 | Evolution Advisers#2062 · 1 sh | 1 | $0.00 | 0.00% | New |
| 2063 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#2063 · 554,033 sh | 554,033 | — | — | -0.4% |
| 2064 | VESTOR CAPITAL#2064 · 1,515 sh | 1,515 | — | — | -97.0% |
| 2065 | Elequin Securities#2065 · 1,250 sh | 1,250 | — | — | New |
| 2066 | Quantum Portfolio Management#2066 · 4,955 sh | 4,955 | — | — | -4.8% |
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.