Who holds VRTticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

VERTIV HOLDINGS CO · COM CL A · quarter ended 2026-03-31 · 7 members disclosed VRT ↗

1,377

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$65.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

751

addsholders whose share count rose or who opened the position (new + add), by shares

134

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of VRT ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$9.3B	37,207,167	+5,159,226	add
2	VANGUARD CAPITAL MANAGEMENT LLC	$6.2B	24,858,319	—	no prior
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.5B	17,926,522	—	no prior
4	STATE STREET CORP	$4.0B	15,826,560	+7,131,660	add
5	BANK OF AMERICA CORP /DE/	$2.1B	8,416,966	−814,371	trim
6	MORGAN STANLEY	$1.7B	6,655,117	+311,988	add
7	Invesco Ltd.	$1.6B	6,547,726	+573,521	add
8	UBS Group AG	$1.4B	5,448,573	+2,232,208	add
9	FMR LLC	$1.4B	5,413,853	−1,479,819	trim
10	NORTHERN TRUST CORP	$899M	3,586,953	+775,208	add
11	AMERICAN CENTURY COMPANIES INC	$834M	3,326,325	+131,061	add
12	WELLINGTON MANAGEMENT GROUP LLP	$833M	3,325,980	−670,145	trim
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$741M	2,957,829	+915,844	add
14	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$679M	2,709,276	+51,328	add
15	Nuveen, LLC	$671M	2,676,457	−1,138,586	trim
16	Clearbridge Investments, LLC	$655M	2,614,702	−203,858	trim
17	AQR CAPITAL MANAGEMENT LLC	$655M	2,672,760	+863,980	add
18	ALKEON CAPITAL MANAGEMENT LLC	$627M	2,501,980	+498,870	add
19	DIMENSIONAL FUND ADVISORS LP	$606M	2,421,808	−246,389	trim
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$571M	2,277,758	+122,165	add
21	VANGUARD FIDUCIARY TRUST CO	$553M	2,207,244	—	no prior
22	COOPERMAN LEON G	$541M	2,157,789	0	no change
23	Legal & General Group Plc	$530M	2,115,523	+79,248	add
24	WELLS FARGO & COMPANY/MN	$524M	2,089,328	−225,503	trim
25	SCHRODER INVESTMENT MANAGEMENT GROUP	$519M	2,072,504	+288,170	add
26	Robeco Institutional Asset Management B.V.	$516M	2,058,028	+865,694	add
27	Value Aligned Research Advisors, LLC	$486M	1,939,869	−233,522	trim
28	WESTFIELD CAPITAL MANAGEMENT CO LP	$482M	1,921,696	−356,020	trim
29	RAYMOND JAMES FINANCIAL INC	$477M	1,962,531	−197,279	trim
30	FEDERATED HERMES, INC.	$444M	1,770,187	+473,322	add
31	DEUTSCHE BANK AG\	$398M	1,588,186	−178,027	trim
32	VOYA INVESTMENT MANAGEMENT LLC	$390M	1,557,584	+529,420	add
33	Polar Capital Holdings Plc	$386M	1,540,959	+713,174	add
34	Amundi	$352M	1,404,922	−307,516	trim
35	FRANKLIN RESOURCES INC	$325M	1,296,169	+256,973	add
36	ROYAL BANK OF CANADA	$304M	1,211,910	+147,497	add
37	FULLER & THALER ASSET MANAGEMENT, INC.	$298M	1,189,618	+1,189,618	new
38	BAMCO INC /NY/	$296M	1,181,144	−364,428	trim
39	Swiss National Bank	$267M	1,065,900	+71,700	add
40	Mirova US LLC	$256M	1,022,714	+240,856	add
41	Darsana Capital Partners LP	$251M	1,000,000	−500,000	trim
42	COATUE MANAGEMENT LLC	$246M	981,633	+152,686	add
43	RENAISSANCE TECHNOLOGIES LLC	$243M	967,990	−176,339	trim
44	Allspring Global Investments Holdings, LLC	$241M	930,685	+76,090	add
45	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$229M	911,930	+911,930	new
46	HSBC HOLDINGS PLC	$219M	874,359	−52,229	trim
47	Janus Henderson Group Ltd.	$217M	865,412	−513,478	trim
48	CANADA PENSION PLAN INVESTMENT BOARD	$216M	860,668	−9,522	trim
49	Mitsubishi UFJ Asset Management Co., Ltd.	$212M	844,430	+492,393	add
50	Vanguard Global Advisers, LLC	$211M	841,784	—	no prior
51	ENVESTNET ASSET MANAGEMENT INC	$206M	823,943	+364,429	add
52	LPL Financial LLC	$193M	772,033	+39,077	add
53	ROYAL LONDON ASSET MANAGEMENT LTD	$191M	761,668	−149,958	trim
54	Zurcher Kantonalbank (Zurich Cantonalbank)	$181M	724,040	−90,299	trim
55	Robeco Schweiz AG	$181M	722,999	−150,884	trim
56	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$179M	713,038	+812	add
57	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$178M	709,114	−10,822	trim
58	US BANCORP \DE\	$171M	682,743	−41,178	trim
59	Atika Capital Management LLC	$167M	666,100	+30,000	add
60	VANGUARD ASSET MANAGEMENT, Ltd	$164M	653,571	—	no prior
61	1832 Asset Management L.P.	$163M	649,982	−957,567	trim
62	STIFEL FINANCIAL CORP	$156M	622,262	−23,855	trim
63	Ensign Peak Advisors, Inc	$148M	590,134	+130,826	add
64	National Pension Service	$145M	580,325	+580,325	new
65	CORSAIR CAPITAL MANAGEMENT, L.P.	$145M	577,152	−16,400	trim
66	CITIGROUP INC	$143M	569,168	−42,541	trim
67	SEI INVESTMENTS CO	$142M	567,581	+343,900	add
68	FIRST MANHATTAN CO. LLC.	$138M	552,093	−126,086	trim
69	LOCUST WOOD CAPITAL ADVISERS, LLC	$135M	540,293	−305,622	trim
70	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$130M	518,952	−574,010	trim
71	Cannell & Spears LLC	$129M	515,145	−82,819	trim
72	Swedbank AB	$126M	501,259	+195,681	add
73	BANK OF MONTREAL /CAN/	$125M	497,820	+139,784	add
74	Stephens Investment Management Group LLC	$123M	489,719	−110,944	trim
75	Korea Investment CORP	$122M	485,289	+84,285	add
76	PANAGORA ASSET MANAGEMENT INC	$120M	479,432	−20,934	trim
77	OP Asset Management Ltd	$120M	477,425	—	no prior
78	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$119M	476,038	−27,509	trim
79	Pictet Asset Management Holding SA	$118M	470,970	−462,303	trim
80	Blue Whale Capital LLP	$114M	456,308	−442,543	trim
81	Squarepoint Ops LLC	$109M	436,369	+337,204	add
82	PRINCIPAL FINANCIAL GROUP INC	$108M	432,873	+423,320	add
83	Bridgewater Associates, LP	$108M	429,766	−833	trim
84	Chescapmanager LLC	$106M	422,000	0	no change
85	Holocene Advisors, LP	$105M	417,651	−58,807	trim
86	Temasek Holdings (Private) Ltd	$103M	411,631	−59,448	trim
87	NORDEA INVESTMENT MANAGEMENT AB	$101M	421,986	+93,765	add
88	Zuckerman Investment Group, LLC	$101M	401,492	−245,056	trim
89	STATE OF MICHIGAN RETIREMENT SYSTEM	$99.1M	395,600	+156,300	add
90	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$97.2M	387,929	+277,536	add
91	CIBC Bancorp USA Inc.	$96.7M	385,672	—	no prior
92	NOMURA ASSET MANAGEMENT CO LTD	$93.9M	374,564	−12,877	trim
93	Hardman Johnston Global Advisors LLC	$93.1M	371,396	−49,545	trim
94	Chicago Capital, LLC	$92.5M	368,970	+89,961	add
95	ALLIANCEBERNSTEIN L.P.	$89.4M	551,565	+272,186	add
96	STOREBRAND ASSET MANAGEMENT AS	$89.0M	355,167	—	no prior
97	Styrax Capital, LP	$87.7M	350,000	−45,347	trim
98	Connor, Clark & Lunn Investment Management Ltd.	$86.0M	343,258	+333,261	add
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$84.0M	335,191	−8,434	trim
100	Universal- Beteiligungs- und Servicegesellschaft mbH	$82.5M	329,060	+11,299	add
101	Tidal Investments LLC	$80.1M	319,843	+166,377	add
102	AVIVA PLC	$79.5M	317,401	+17,420	add
103	BNP Paribas Asset Management Holding S.A.	$78.8M	315,100	−83,507	trim
104	Rockefeller Capital Management L.P.	$75.8M	302,507	+37,022	add
105	EARNEST PARTNERS LLC	$75.0M	299,500	−4,088	trim
106	Cetera Investment Advisers	$74.1M	295,756	+13,670	add
107	ADAGE CAPITAL PARTNERS GP, L.L.C.	$73.3M	292,700	+292,700	new
108	TOCQUEVILLE ASSET MANAGEMENT L.P.	$73.0M	291,400	−46,771	trim
109	Assenagon Asset Management S.A.	$72.6M	289,655	+128,571	add
110	Aberdeen Group plc	$71.6M	285,835	+30,057	add
111	NEEDHAM INVESTMENT MANAGEMENT LLC	$71.5M	285,250	0	no change
112	FIRST TRUST ADVISORS LP	$70.0M	279,285	−49,135	trim
113	Walleye Trading LLC	$69.1M	275,809	+275,809	new
114	TRUIST FINANCIAL CORP	$68.1M	271,958	+64,635	add
115	FOUNDATIONS INVESTMENT ADVISORS, LLC	$66.7M	266,048	+15,646	add
116	Highlander Partners, L.P.	$66.0M	263,569	−30,000	trim
117	DANSKE BANK A/S	$65.3M	260,748	−5,607	trim
118	Senator Investment Group LP	$65.2M	260,000	−14,055	trim
119	Migdal Insurance & Financial Holdings Ltd.	$63.9M	255,172	+255,172	new
120	Mirae Asset Global Investments Co., Ltd.	$63.7M	254,203	+47,267	add
121	Allianz Asset Management GmbH	$62.7M	250,061	+15,677	add
122	COMMONWEALTH EQUITY SERVICES, LLC	$61.7M	246,290	−8,740	trim
123	PRUDENTIAL FINANCIAL INC	$61.2M	244,282	+77,701	add
124	DnB Asset Management AS	$59.8M	238,592	+117,335	add
125	Marex Group Ltd	$59.4M	237,221	−146,935	trim
126	CIBC WORLD MARKET INC.	$57.8M	230,663	+42,986	add
127	LBP AM SA	$57.4M	229,243	−274,750	trim
128	APG Asset Management N.V.	$56.5M	259,770	−3,925	trim
129	OSAIC HOLDINGS, INC.	$56.5M	225,391	+10,799	add
130	NATIONAL BANK OF CANADA /FI/	$55.6M	222,011	+190,497	add
131	STATE OF WISCONSIN INVESTMENT BOARD	$55.1M	220,071	+24,913	add
132	Arnhold LLC	$55.0M	219,385	−54,000	trim
133	PFA Pension, Forsikringsaktieselskab	$54.6M	217,736	+217,736	new
134	Trexquant Investment LP	$54.3M	216,744	+173,672	add
135	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$53.6M	213,991	+182,675	add
136	IEQ CAPITAL, LLC	$53.2M	212,189	+58,525	add
137	DigitalBridge Group, Inc.	$51.8M	206,790	−34,881	trim
138	Empowered Funds, LLC	$51.5M	205,635	+129,661	add
139	CI INVESTMENTS INC.	$51.1M	204,031	+3,989	add
140	NEW YORK STATE COMMON RETIREMENT FUND	$50.1M	200,021	0	no change
141	Mariner, LLC	$49.6M	197,858	+48,464	add
142	TEACHER RETIREMENT SYSTEM OF TEXAS	$48.5M	193,411	+181,407	add
143	Gotham Asset Management, LLC	$48.3M	192,588	−6,592	trim
144	TD ASSET MANAGEMENT INC	$48.1M	192,142	+121,363	add
145	Stanley Capital Management, LLC	$47.8M	190,700	−38,300	trim
146	Blackstone Inc.	$47.6M	190,000	+55,000	add
147	Chevy Chase Trust Holdings, LLC	$47.3M	188,772	+188,772	new
148	NISSAY ASSET MANAGEMENT CORP /JAPAN	$47.1M	187,953	−75,365	trim
149	Baird Financial Group, Inc.	$46.7M	186,252	+186,252	new
150	MACKENZIE FINANCIAL CORP	$45.8M	182,590	+111,553	add
151	Vanguard Investments Australia, Ltd.	$45.5M	181,604	—	no prior
152	Asset Management One Co., Ltd.	$45.1M	179,885	+38,114	add
153	Creative Planning	$42.6M	170,008	+31,733	add
154	Quantinno Capital Management LP	$42.2M	168,512	+16,011	add
155	Cerity Partners LLC	$42.0M	167,482	+36,722	add
156	UniSuper Management Pty Ltd	$41.9M	167,166	+69,015	add
157	ARS Investment Partners, LLC	$41.5M	165,591	+30,087	add
158	THAMES CAPITAL MANAGEMENT LLC	$41.4M	165,191	−13,789	trim
159	Vontobel Holding Ltd.	$41.4M	165,147	−24,943	trim
160	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$40.3M	160,915	−66,050	trim
161	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$39.4M	157,401	+157,401	new
162	KLP KAPITALFORVALTNING AS	$37.3M	149,000	+5,200	add
163	D. E. Shaw & Co., Inc.	$36.9M	147,135	−149,467	trim
164	Vinva Investment Management Ltd	$35.0M	148,518	−3,246	trim
165	Union Bancaire Privee, UBP SA	$34.4M	160,365	−51,056	trim
166	Tredje AP-fonden	$34.3M	136,726	−18,858	trim
167	SEB Asset Management AB	$32.9M	131,362	—	no prior
168	Annex Advisory Services, LLC	$32.2M	128,392	+128,392	new
169	HighTower Advisors, LLC	$32.0M	127,810	+13,209	add
170	State of New Jersey Common Pension Fund D	$31.4M	125,140	0	no change
171	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$31.3M	127,322	−30,390	trim
172	BLAIR WILLIAM & CO/IL	$31.3M	124,779	−28,886	trim
173	Sumitomo Mitsui DS Asset Management Company, Ltd	$31.0M	123,547	−10,826	trim
174	Candriam S.C.A.	$30.9M	123,118	+91,880	add
175	NewEdge Advisors, LLC	$29.9M	119,374	+119,374	new
176	Talos Eurisko Asset Management LP	$29.9M	119,331	+6,231	add
177	ZACKS INVESTMENT MANAGEMENT	$29.6M	118,130	−5,383	trim
178	Steward Partners Investment Advisory, LLC	$29.3M	116,922	+642	add
179	Dana Investment Advisors, Inc.	$29.2M	116,441	−35,455	trim
180	THORNBURG INVESTMENT MANAGEMENT INC	$28.8M	115,016	−18,642	trim
181	Lansforsakringar Fondforvaltning AB (publ)	$28.8M	114,919	−2,253	trim
182	CASTLEARK MANAGEMENT LLC	$28.2M	112,363	−12,374	trim
183	Focus Partners Wealth	$28.1M	111,734	+62,159	add
184	Henshaw Capital LLC	$27.9M	111,375	—	no prior
185	TORONTO DOMINION BANK	$27.8M	110,791	−16,247	trim
186	Resona Asset Management Co.,Ltd.	$27.7M	111,925	+7,700	add
187	Pennant Investors, LP	$27.3M	109,000	0	no change
188	CITADEL ADVISORS LLC	$26.6M	106,123	−688,139	trim
189	FIFTH THIRD BANCORP	$26.5M	105,569	+98,853	add
190	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	$26.4M	105,199	−76,511	trim
191	Czech National Bank	$26.1M	104,187	+104,187	new
192	XPONANCE LLC	$26.1M	104,085	+22,260	add
193	PRUDENTIAL PLC	$25.6M	102,137	+4,986	add
194	Daiwa Securities Group Inc.	$25.3M	100,907	+31,607	add
195	Ma Investment Partnership, LP	$25.1M	100,000	—	no prior
196	Richard C. Young & CO., LTD.	$25.1M	99,996	+746	add
197	Arizona State Retirement System	$24.7M	98,753	−1,004	trim
198	EFG International AG	$24.3M	97,085	−18,622	trim
199	TD Waterhouse Canada Inc.	$24.3M	93,724	+49,190	add
200	CREDIT AGRICOLE S A	$24.1M	96,176	−163,358	trim
201	CWM, LLC	$24.0M	95,625	+23,658	add
202	Private Advisor Group, LLC	$23.9M	95,248	−4,786	trim
203	EVENTIDE ASSET MANAGEMENT, LLC	$23.8M	95,010	−10,989	trim
204	KING LUTHER CAPITAL MANAGEMENT CORP	$23.4M	93,200	+4,583	add
205	Munro Partners	$23.3M	93,015	−42,075	trim
206	QRG CAPITAL MANAGEMENT, INC.	$23.2M	92,499	+16,172	add
207	BANK OF NOVA SCOTIA	$23.1M	92,140	+60,994	add
208	CIBC Asset Management Inc	$23.0M	91,824	+74,861	add
209	Fundsmith LLP	$22.9M	91,254	−319,690	trim
210	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$22.3M	89,113	+89,113	new
211	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$22.3M	89,106	−1,794	trim
212	Cornerstone Capital, Inc.	$21.6M	86,078	−515	trim
213	Verition Fund Management LLC	$21.5M	85,855	+11,362	add
214	KCM INVESTMENT ADVISORS LLC	$21.3M	85,009	−1,420	trim
215	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$21.2M	84,669	−9,634	trim
216	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$21.1M	84,996	+58,000	add
217	CLEARFIELD CAPITAL MANAGEMENT LP	$20.9M	83,400	0	no change
218	SAPIENT CAPITAL LLC	$20.9M	83,270	−117,104	trim
219	MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC	$20.7M	82,439	−10,481	trim
220	Badgley Phelps Wealth Managers, LLC	$20.5M	81,760	+4,610	add
221	Retirement Systems of Alabama	$20.4M	81,238	+81,238	new
222	Zweig-DiMenna Associates LLC	$19.9M	79,583	−22,110	trim
223	Private Advisory Group LLC	$19.6M	78,370	+895	add
224	SMITHBRIDGE ASSET MANAGEMENT INC/DE	$19.5M	77,875	−82,130	trim
225	BECK CAPITAL MANAGEMENT, LLC	$19.5M	77,727	+77,727	new
226	Traynor Capital Management, Inc.	$19.4M	83,040	+3,731	add
227	Silvant Capital Management LLC	$19.3M	77,108	−6,822	trim
228	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$19.1M	76,358	+64,358	add
229	First Growth Capital LLC	$19.0M	73,156	+70	add
230	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$18.9M	75,389	−50,559	trim
231	MERCER GLOBAL ADVISORS INC /ADV	$18.8M	74,893	+36,774	add
232	USS Investment Management Ltd	$18.3M	72,969	+2,442	add
233	Varma Mutual Pension Insurance Co	$18.3M	72,900	0	no change
234	Swiss Life Asset Management Ltd	$18.2M	72,694	+21,918	add
235	IFM Investors Pty Ltd	$18.0M	72,016	+2,786	add
236	Kera Capital Partners, Inc.	$17.6M	70,093	−6,453	trim
237	MML INVESTORS SERVICES, LLC	$17.6M	70,071	−18,268	trim
238	Aware Super Pty Ltd as trustee of Aware Super	$17.5M	69,954	—	no prior
239	Oak Grove Capital LLC	$17.4M	69,555	−10,100	trim
240	Ceredex Value Advisors LLC	$17.4M	69,348	−154,715	trim
241	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$16.9M	67,378	+39,124	add
242	OPPENHEIMER & CO INC	$16.8M	66,923	+3,587	add
243	Man Group plc	$16.7M	66,664	−104,043	trim
244	Kestra Advisory Services, LLC	$16.6M	66,192	−12,310	trim
245	SIERRA SUMMIT ADVISORS LLC	$16.5M	65,960	−25,972	trim
246	Venture Visionary Partners LLC	$16.5M	65,741	−10,819	trim
247	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$16.4M	65,500	0	no change
248	Crystal Rock Capital Management	$16.3M	64,925	−13,500	trim
249	Alberta Investment Management Corp	$16.0M	64,000	−65,400	trim
250	PUBLIC SECTOR PENSION INVESTMENT BOARD	$16.0M	63,990	+63,990	new
251	Clark Capital Management Group, Inc.	$16.0M	63,968	+4,604	add
252	Wealthfront Advisers LLC	$15.9M	63,475	+6,117	add
253	OLD NATIONAL BANCORP /IN/	$15.9M	63,455	+14,647	add
254	Bank Julius Baer & Co. Ltd, Zurich	$15.8M	65,927	+8,566	add
255	Woodline Partners LP	$15.7M	62,851	+56,216	add
256	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.7M	62,708	+62,708	new
257	NOMURA HOLDINGS INC	$15.7M	62,536	−56,014	trim
258	Sanctuary Advisors, LLC	$15.6M	62,339	−557	trim
259	Utah Retirement Systems	$15.5M	61,842	−1,027	trim
260	TEMA ETFS LLC	$15.2M	60,691	+16,924	add
261	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$15.0M	59,680	+57,355	add
262	DNCA FINANCE	$14.7M	58,470	+4,110	add
263	Nordwand Advisors, LLC	$14.3M	57,026	−18,764	trim
264	Advocacy Wealth Management, LLC	$14.2M	56,496	+47,045	add
265	ProShare Advisors LLC	$14.1M	56,439	+56,439	new
266	NEOS Investment Management LLC	$14.0M	55,800	+12,033	add
267	MACQUARIE GROUP LTD	$13.9M	55,480	+6,684	add
268	BOOTHBAY FUND MANAGEMENT, LLC	$13.7M	54,572	−56,227	trim
269	Pathstone Holdings, LLC	$13.5M	53,886	−2,248	trim
270	Inspire Investing, LLC	$13.5M	53,705	+15,380	add
271	OMERS ADMINISTRATION Corp	$13.4M	53,641	+4,738	add
272	Avanza Fonder AB	$13.3M	53,157	−3,628	trim
273	INTECH INVESTMENT MANAGEMENT LLC	$13.1M	52,361	+22,600	add
274	TWO SIGMA INVESTMENTS, LP	$13.1M	52,171	+52,171	new
275	Rakuten Investment Management, Inc.	$13.1M	55,810	+40,442	add
276	OFI INVEST ASSET MANAGEMENT	$12.9M	59,394	−94,114	trim
277	Federation des caisses Desjardins du Quebec	$12.8M	51,087	+4,709	add
278	NATIXIS	$12.7M	50,638	+41,911	add
279	JANE STREET GROUP, LLC	$12.6M	50,469	−3,387,851	trim
280	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$12.5M	50,062	−14,268	trim
281	M37 Management LP	$12.5M	50,000	0	no change
282	MAI Capital Management	$12.3M	49,178	+6,455	add
283	Knollwood Investment Advisory, LLC	$12.3M	49,155	0	no change
284	Corient Private Wealth LLC	$12.3M	52,308	−769,857	trim
285	PINNACLE ASSOCIATES LTD	$12.2M	48,770	−504	trim
286	Baker Avenue Asset Management, LP	$12.1M	48,404	−12,534	trim
287	STEPHENS INC /AR/	$12.0M	47,742	−1,945	trim
288	CVFG LLC	$11.9M	47,567	+47,567	new
289	Carroll Investors, Inc	$11.8M	47,151	+13,661	add
290	OAK RIDGE INVESTMENTS LLC	$11.7M	46,638	+76	add
291	Allworth Financial LP	$11.7M	46,536	+12,075	add
292	Edgemoor Investment Advisors, Inc.	$11.6M	46,149	+1,402	add
293	JACKSON SQUARE CAPITAL, LLC	$11.5M	45,782	−6,049	trim
294	FRONTIER CAPITAL MANAGEMENT CO LLC	$11.4M	45,582	−3,949	trim
295	SCOTIA CAPITAL INC.	$11.3M	45,185	+27,565	add
296	COMMERCE BANK	$11.3M	45,127	+8,116	add
297	ABN AMRO INVESTMENT SOLUTIONS	$11.2M	44,746	−718	trim
298	Virtus Wealth Solutions LLC	$11.2M	44,555	+44,555	new
299	&PARTNERS	$11.0M	43,715	−9,081	trim
300	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$11.0M	43,800	+43,800	new
301	Vanguard Personalized Indexing Management, LLC	$11.0M	43,732	+2,277	add
302	Eagle Bluffs Wealth Management LLC	$10.9M	43,608	−355	trim
303	OneDigital Investment Advisors LLC	$10.9M	43,524	+7,122	add
304	GREAT VALLEY ADVISOR GROUP, INC.	$10.6M	42,451	−149	trim
305	Game Creek Capital, LP	$10.5M	41,875	−5,775	trim
306	Bulltick Wealth Management, LLC	$10.5M	41,860	0	no change
307	Waverly Advisors, LLC	$10.3M	41,234	+630	add
308	M&G Plc	$10.2M	40,810	−4,524	trim
309	WCG Wealth Advisors LLC	$10.1M	40,314	+2,271	add
310	M&T BANK CORP	$10.0M	40,106	+2,146	add
311	Aragon Global Management, LP	$10.0M	39,900	0	no change
312	Eurizon Capital SGR S.p.A.	$9.7M	38,673	−40,002	trim
313	Vident Advisory, LLC	$9.6M	38,368	+20,751	add
314	CMH Wealth Management LLC	$9.4M	37,610	−167	trim
315	Concurrent Investment Advisors, LLC	$9.3M	37,009	+1,371	add
316	LGT Fund Management Co Ltd.	$9.2M	36,794	+29,346	add
317	Dai-ichi Life Insurance Company, Ltd	$9.2M	36,711	+15,490	add
318	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$9.2M	36,602	+9,983	add
319	HUB Investment Partners, LLC	$9.1M	36,487	+3,506	add
320	Southeast Asset Advisors, LLC	$9.1M	36,435	−5,455	trim
321	Kessler Investment Group, LLC	$9.1M	36,195	−7,726	trim
322	SIR Capital Management, L.P.	$9.0M	35,782	−18,937	trim
323	FIL Ltd	$8.9M	35,444	+13,250	add
324	Ellsworth Advisors, LLC	$8.8M	34,954	−1,023	trim
325	Dakota Wealth Management	$8.6M	34,225	−6,692	trim
326	Perigon Wealth Management, LLC	$8.6M	34,204	+221	add
327	ALERUS FINANCIAL NA	$8.5M	33,946	−9,662	trim
328	FULTON BREAKEFIELD BROENNIMAN LLC	$8.5M	33,727	−318	trim
329	OPPENHEIMER ASSET MANAGEMENT INC.	$8.4M	33,576	+21,727	add
330	AZZAD ASSET MANAGEMENT INC /ADV	$8.3M	33,062	+573	add
331	KMG FIDUCIARY PARTNERS, LLC	$8.3M	33,030	−759	trim
332	Mawer Investment Management Ltd.	$8.2M	32,797	+23,654	add
333	Snowden Capital Advisors LLC	$8.2M	32,764	+10,665	add
334	BRANT POINT INVESTMENT MANAGEMENT LLC	$8.1M	32,402	+2,402	add
335	Strategic Global Advisors, LLC	$7.8M	31,253	−840	trim
336	FFG Partners, LLC	$7.8M	31,220	+470	add
337	Summit Financial, LLC	$7.8M	31,181	−3,256	trim
338	Faithward Advisors, LLC	$7.8M	30,960	−16	trim
339	NLB Skladi, upravljanje premozenja, d.o.o.	$7.7M	30,833	+5,596	add
340	Walleye Capital LLC	$7.7M	30,769	+3,534	add
341	Itau Unibanco Holding S.A.	$7.7M	30,721	+28,419	add
342	Brevan Howard Capital Management LP	$7.6M	30,480	−35,971	trim
343	NWAM LLC	$7.4M	29,621	−8,093	trim
344	Beacon Harbor Wealth Advisors, Inc.	$7.4M	29,597	+29,597	new
345	CastleKnight Management LP	$7.4M	29,500	−245,200	trim
346	Trilogy Capital Inc.	$7.3M	29,068	+1,322	add
347	Atlantic Union Bankshares Corp	$7.2M	28,890	−230	trim
348	Old West Investment Management, LLC	$7.2M	28,833	−13,560	trim
349	KIECKHEFER GROUP LLC	$7.2M	28,729	−25	trim
350	Trifecta Capital Advisors, LLC	$7.2M	28,650	+2,215	add
351	Generate Investment Management Ltd	$7.2M	28,541	+28,541	new
352	Geneva Partners, LLC	$7.1M	28,288	+13,683	add
353	Boothe Investment Group, Inc.	$7.0M	27,893	−651	trim
354	Stonebridge Financial Group, LLC	$7.0M	27,869	−605	trim
355	Investment Management Corp of Ontario	$7.0M	27,769	−4,939	trim
356	Davidson Capital Management Inc.	$6.9M	27,411	−5,450	trim
357	Mezzasalma Advisors, LLC	$6.8M	27,152	+1,214	add
358	Sigma Planning Corp	$6.8M	27,023	−560	trim
359	Electron Capital Partners, LLC	$6.8M	26,945	+156	add
360	M & L Capital Management Ltd	$6.7M	26,900	+12,200	add
361	Groupe la Francaise	$6.6M	26,463	−12,594	trim
362	Prosperitas Financial LLC	$6.6M	26,300	−126	trim
363	Apollon Wealth Management, LLC	$6.6M	26,188	+2,808	add
364	Equitable Holdings, Inc.	$6.5M	29,951	+17,014	add
365	Ashton Thomas Private Wealth, LLC	$6.5M	25,776	+678	add
366	GUARDIAN CAPITAL LP	$6.3M	25,034	+12,733	add
367	Rafferty Asset Management, LLC	$6.2M	24,909	+24,909	new
368	Sargent Investment Group, LLC	$6.2M	24,758	−447	trim
369	ASR Vermogensbeheer N.V.	$6.2M	24,725	+405	add
370	DEEPWATER ASSET MANAGEMENT, LLC	$6.2M	24,670	−9,874	trim
371	New Age Alpha Advisors, LLC	$6.2M	24,667	−5,333	trim
372	Emerald Investment Advisers, LLC	$6.2M	24,609	—	no prior
373	BROWN, LISLE/CUMMINGS, INC.	$6.1M	24,449	+262	add
374	SCOPUS ASSET MANAGEMENT, L.P.	$6.1M	24,413	−7,775	trim
375	WESTBOURNE INVESTMENTS, INC.	$6.1M	24,270	−35	trim
376	Genus Capital Management Inc.	$6.1M	24,257	+12,010	add
377	Parallax Volatility Advisers, L.P.	$6.1M	24,215	−58,635	trim
378	Advisors Asset Management, Inc.	$6.1M	24,148	+1,651	add
379	Cherry Creek Investment Advisors, Inc.	$6.0M	24,077	−441	trim
380	SCALAR GAUGE MANAGEMENT, LLC	$6.0M	24,000	+24,000	new
381	Capital Planning Advisors, LLC	$6.0M	23,954	−154	trim
382	LGT Group Foundation	$6.0M	23,883	−8,604	trim
383	NIA IMPACT ADVISORS, LLC	$6.0M	23,765	−5,508	trim
384	Royal Fund Management, LLC	$5.9M	23,631	−85,665	trim
385	Hennion & Walsh Asset Management, Inc.	$5.9M	23,603	−3,431	trim
386	VMS Asset Management Limited	$5.9M	23,469	−12,261	trim
387	Merit Financial Group, LLC	$5.8M	23,224	+5,398	add
388	MIZUHO SECURITIES USA LLC	$5.8M	23,127	+23,127	new
389	Merrion Investment Management Co, LLC	$5.6M	22,500	0	no change
390	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$5.6M	22,500	0	no change
391	Polymer Capital Management (US) LLC	$5.6M	22,382	−13,597	trim
392	WESTPAC BANKING CORP	$5.6M	22,309	−11,264	trim
393	Osmosis Investment Management UK Ltd	$5.4M	21,614	+13,650	add
394	OCCUDO QUANTITATIVE STRATEGIES LP	$5.4M	16,456	−20,378	trim
395	Sequoia Financial Advisors, LLC	$5.3M	21,345	+3,990	add
396	Meiji Yasuda Asset Management Co Ltd.	$5.3M	21,224	−7,313	trim
397	MGO ONE SEVEN LLC	$5.3M	21,147	+4,787	add
398	Balboa Wealth Partners	$5.3M	20,996	−1,399	trim
399	U.S. Capital Wealth Advisors, LLC	$5.2M	20,838	−86	trim
400	Rockline Wealth Management, LLC	$5.2M	20,749	+2,896	add
401	PATTON FUND MANAGEMENT, INC.	$5.2M	20,568	+20,568	new
402	Focus Financial Network, Inc.	$5.1M	20,282	+2,769	add
403	Left Brain Wealth Management, LLC	$5.1M	20,208	+1,050	add
404	IMC-Chicago, LLC	$5.0M	20,109	+20,109	new
405	Bensler, LLC	$5.0M	20,065	+146	add
406	Legacy Bridge, LLC	$5.0M	19,934	+885	add
407	Leeward Financial Partners, LLC	$5.0M	19,880	−5,466	trim
408	Smith Salley Wealth Management	$5.0M	19,814	−2,907	trim
409	Susquehanna Portfolio Strategies, LLC	$4.9M	19,674	0	no change
410	Sage Capital Advisors,llc	$4.9M	19,432	+19,432	new
411	GILDER GAGNON HOWE & CO LLC	$4.8M	19,355	+19,355	new
412	SELDON CAPITAL LP	$4.8M	19,332	+1,204	add
413	Illinois Municipal Retirement Fund	$4.8M	19,278	−323	trim
414	PDT Partners, LLC	$4.8M	19,219	+19,219	new
415	Diversified Trust Co	$4.8M	19,177	+7,811	add
416	Maryland State Retirement & Pension System	$4.8M	19,103	+276	add
417	SteelPeak Wealth, LLC	$4.8M	19,046	−5,543	trim
418	FARALLON CAPITAL MANAGEMENT, L.L.C.	$4.8M	19,000	—	no prior
419	Prospera Financial Services Inc	$4.7M	18,932	−327	trim
420	Jackson Hole Capital Partners, LLC	$4.7M	18,744	+24	add
421	Mission Creek Capital Partners, Inc.	$4.6M	18,535	+18,535	new
422	INDEPENDENT FINANCIAL GROUP, LLC	$4.6M	18,412	—	no prior
423	Wealthcare Advisory Partners LLC	$4.5M	18,096	−2,239	trim
424	NTV ASSET MANAGEMENT LLC	$4.5M	17,989	−6,151	trim
425	Wakefield Asset Management LLLP	$4.5M	17,922	−6,899	trim
426	MILLENNIUM MANAGEMENT LLC	$4.5M	17,894	−1,637,351	trim
427	Elm Partners Management LLC	$4.5M	19,053	0	no change
428	Elo Mutual Pension Insurance Co	$4.5M	17,798	−4,062	trim
429	Bouvel Investment Partners, LLC	$4.4M	17,679	+581	add
430	Carnegie Investment Counsel	$4.4M	17,676	−1,631	trim
431	Mutual Advisors, LLC	$4.4M	17,619	−4,922	trim
432	Oak Harvest Investment Services	$4.3M	17,358	+334	add
433	BLUE JEAN FINANCIAL LLC	$4.2M	16,956	−135	trim
434	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$4.2M	16,852	−5,087	trim
435	Focus Partners Advisor Solutions, LLC	$4.2M	16,700	+3,774	add
436	Pallas Capital Advisors LLC	$4.2M	16,651	−985	trim
437	Krilogy Financial LLC	$4.2M	14,135	+1,949	add
438	Castle Rock Wealth Management, LLC	$4.1M	15,701	−480	trim
439	Lighthouse Financial LLC	$4.1M	16,209	−690	trim
440	Coastal Bridge Advisors, LLC	$4.0M	16,107	+56	add
441	Lombard Odier Asset Management (Europe) Ltd	$4.0M	15,950	−79,600	trim
442	PARSONS CAPITAL MANAGEMENT INC/RI	$4.0M	15,803	−1,780	trim
443	MEITAV INVESTMENT HOUSE LTD	$4.0M	15,800	−290,500	trim
444	MUFG Securities EMEA plc	$3.9M	15,683	+15,683	new
445	Gemmer Asset Management LLC	$3.9M	15,616	+7,410	add
446	Schear Investment Advisers, LLC	$3.9M	15,597	+897	add
447	Kovack Advisors, Inc.	$3.9M	15,268	−40,957	trim
448	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$3.8M	15,285	−475	trim
449	Norinchukin Bank, The	$3.8M	15,240	+15,240	new
450	PFG Investments, LLC	$3.8M	15,178	−1,519	trim
451	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$3.8M	15,104	+15,104	new
452	Atria Investments, Inc	$3.8M	15,055	+8,951	add
453	Laird Norton Wetherby Trust Company, LLC	$3.8M	14,996	+679	add
454	Benchmark Investment Advisors LLC	$3.7M	14,739	—	no prior
455	LAZARD ASSET MANAGEMENT LLC	$3.7M	14,721	−1,911	trim
456	Hollow Brook Wealth Management LLC	$3.7M	14,694	−78	trim
457	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$3.7M	14,656	−5,185	trim
458	Lombard Odier Asset Management (Switzerland) SA	$3.7M	14,592	+1,117	add
459	National Philanthropic Trust	$3.6M	14,385	—	no prior
460	MIRABELLA FINANCIAL SERVICES LLP	$3.6M	14,282	+12,439	add
461	Orion Porfolio Solutions, LLC	$3.6M	14,261	+3,041	add
462	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.6M	14,187	+3,249	add
463	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.5M	14,094	+350	add
464	J.W. COLE ADVISORS, INC.	$3.5M	14,050	−2,635	trim
465	SHAKER INVESTMENTS LLC/OH	$3.5M	13,994	−765	trim
466	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$3.5M	14,075	+14,075	new
467	Harbour Capital Advisors, LLC	$3.5M	11,425	0	no change
468	Wealth Management Partners, LLC	$3.5M	13,903	−3,071	trim
469	Nicholas Investment Partners, LP	$3.5M	13,795	0	no change
470	Werlinich Asset Management, LLC	$3.5M	13,785	0	no change
471	WORLDQUANT MILLENNIUM ADVISORS LLC	$3.5M	13,777	+7,811	add
472	CHOREO, LLC	$3.4M	13,717	+3,632	add
473	Sone Capital Management, LLC	$3.4M	13,710	−46,341	trim
474	Cornerstone Select Advisors, LLC	$3.4M	13,657	+999	add
475	Callan Family Office, LLC	$3.4M	13,553	−421	trim
476	Finivi Inc.	$3.4M	13,543	+1,279	add
477	Saudi Central Bank	$3.4M	13,407	+13,407	new
478	Generali Asset Management SPA SGR	$3.3M	13,319	+6,089	add
479	Spartan Wealth Advisory Services LLC	$3.3M	13,223	—	no prior
480	Koshinski Asset Management, Inc.	$3.3M	13,205	−340	trim
481	Y.D. More Investments Ltd	$3.3M	13,202	+13,202	new
482	FIDELIS CAPITAL PARTNERS, LLC	$3.3M	13,190	+2,001	add
483	Lido Advisors, LLC	$3.3M	13,145	+6,928	add
484	Banque Cantonale Vaudoise	$3.3M	13,124	+185	add
485	NOVARE CAPITAL MANAGEMENT LLC	$3.2M	12,968	−1,645	trim
486	Global Trust Asset Management, LLC	$3.2M	12,945	+287	add
487	Goldstream Capital Management Ltd	$3.2M	12,926	−3,618	trim
488	VEGA INVESTMENT SOLUTIONS	$3.2M	12,870	0	no change
489	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$3.2M	12,415	−4,696	trim
490	Terra Nova Asset Management LLC	$3.2M	12,816	−22	trim
491	Titan Investment Management LLC	$3.2M	12,706	+278	add
492	Beacon Pointe Advisors, LLC	$3.2M	12,649	+4,357	add
493	Franchise GP Ltd	$3.2M	12,605	+12,605	new
494	MCCARTER PRIVATE WEALTH SERVICES LLC	$3.1M	12,479	+714	add
495	Crossmark Global Holdings, Inc.	$3.1M	12,446	—	no prior
496	Krane Funds Advisors LLC	$3.1M	11,861	+6,643	add
497	Redhawk Wealth Advisors, Inc.	$3.1M	12,252	+6,866	add
498	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$3.1M	12,241	+12,241	new
499	SHELTON CAPITAL MANAGEMENT	$3.0M	12,095	+2,025	add
500	HB Wealth Management, LLC	$3.0M	12,025	+4,247	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · VRT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Coatue Management $246M held
Trimming: 5 Bridgewater Associates, Gotham Asset Management, Fundsmith, Caxton Associates, Moore Capital Management $179M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · VERTIV HOLDINGS CO

Merged timeline of congressional filings and notable-manager moves on VRT
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Coatue Management 13F	add	+152,686 sh
2026-05-15	Bridgewater Associates 13F	trim	−833 sh
2026-05-15	Gotham Asset Management 13F	trim	−6,592 sh
2026-05-15	Fundsmith 13F	trim	−319,690 sh
2026-05-15	Moore Capital Management 13F	exit	−30,452 sh
2026-05-14	Caxton Associates 13F	trim	−176 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed VRT — the congressional view ↗