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Livermore
Livermore
ZHEN

Vertiv Holdings Co

VRT
Exchange
NYSE
Industry
Electronic Components, NEC
SEC CIK
0001674101

In the last 90 days, Vertiv Holdings Co insiders filed 0 open-market purchases and 1 sale; 2,061 institutions reported holding it in 13F filings for Q2 2026, worth $105.0B in total; superinvestors Coatue Management and Fundsmith hold it.

13F holders, Q2 2025

Institutional positions in Vertiv Holdings Co as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,310
+174 vs. Q1 2025
Shares held
307.1M
+7.61M (+2.5%) vs. Q1 2025
Total value
$39.4B
+$17.8B (+82.5%) vs. Q1 2025
New holders
303
539 more added
Sold out
129
355 more reduced

12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 1,310 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ2 2025: $39.4B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2025.

Institutions holding VRT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC4$00.00%00.0%Unchanged
Coston, McIsaac & Partners4$00.00%+4New
MJT & Associates Financial Advisory Group, Inc.1$110.00%00.0%Unchanged
Mid-American Wealth Advisory Group, Inc.1$790.00%+1New
Concord Wealth Partners1$1280.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1280.00%00.0%Unchanged
IMA Wealth, Inc.1$1280.00%+1New
Addison Advisors LLC1$1290.00%00.0%Unchanged
Legacy Wealth Managment, LLC1$1290.00%00.0%Unchanged
Legacy Investment Solutions, LLC1$1290.00%+1New
Private Wealth Asset Management, LLC2$2570.00%00.0%Unchanged
Logan Capital Management Inc3$3850.00%00.0%Unchanged
Blume Capital Management, Inc.3$3860.00%+3New
Cranbrook Wealth Management, LLC4$5140.00%00.0%Unchanged
First Command Advisory Services, Inc.5$6420.00%00.0%Unchanged
Quaker Wealth Management, LLC5$6430.00%+5New
Aspect Partners, LLC6$7710.00%00.0%Unchanged
Kilter Group LLC6$7710.00%+6New
BankPlus Trust Department7$8990.00%00.0%Unchanged
Ogorek Anthony Joseph8$1.00K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.9$1.16K0.00%+2+28.6%Added
Maseco LLP10$1.28K0.00%+10New
Financial Management Professionals, Inc.10$1.28K0.00%00.0%Unchanged
American Capital Advisory, LLC10$1.28K0.00%+10New
HFM Investment Advisors, LLC11$1.41K0.00%+5+83.3%Added
Principia Wealth Advisory, LLC11$1.41K0.00%+7+175.0%Added
Park Place Capital Corp12$1.47K0.00%+12New
Caitong International Asset Management Co., Ltd12$1.54K0.00%+4+50.0%Added
Stephens Consulting, LLC12$1.54K0.00%+12New
WealthTrak Capital Management LLC14$1.80K0.00%−1−6.7%Reduced
SWAN Capital LLC14$1.80K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$1.84K0.00%00.0%Unchanged
Rialto Wealth Management, LLC18$2.31K0.00%+12+200.0%Added
Cullen/Frost Bankers, Inc.19$2.45K0.00%−2−9.5%Reduced
Truvestments Capital LLC20$2.57K0.00%−135−87.1%Reduced
Dogwood Wealth Management LLC21$2.64K0.00%+18+600.0%Added
DB Fitzpatrick & Co, Inc21$2.70K0.00%+3+16.7%Added
GFG Capital, LLC22$2.83K0.00%+22New
Copia Wealth Management22$2.83K0.00%+22New
1620 Investment Advisors, Inc.25$3.21K0.00%−20−44.4%Reduced
Pineridge Advisors LLC29$3.73K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC30$3.85K0.00%−300−90.9%Reduced
MPWM Advisory Solutions, LLC30$3.85K0.00%−2−6.3%Reduced
Investors Research Corp30$3.85K0.00%00.0%Unchanged
Centricity Wealth Management, LLC30$3.85K0.00%00.0%Unchanged
Sierra Ocean, LLC30$3.85K0.00%+26+650.0%Added
MTM Investment Management, LLC30$3.85K0.00%+30New
Umb Bank N A38$4.88K0.00%+31+442.9%Added
Winthrop Capital Management, LLC38$5.00K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$5.14K0.00%00.0%Unchanged
Salem Investment Counselors Inc41$5.26K0.00%+18+78.3%Added
Hughes Financial Services, LLC38$5.31K0.00%+15+65.2%Added
Aventura Private Wealth, LLC43$5.52K0.00%00.0%Unchanged
Meeder Asset Management Inc49$6.29K0.00%−77,061−99.9%Reduced
DT Investment Partners, LLC50$6.42K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC50$6.42K0.00%+50New
Evolution Wealth Management Inc.50$6.42K0.01%+50New
Hilltop National Bank50$6.42K0.00%+50New
Wealth Preservation Advisors, LLC50$6.43K0.00%00.0%Unchanged
Traub Capital Management LLC51$6.49K0.01%+51New
Atlantic Trust, LLC51$6.55K0.00%−41−44.6%Reduced
Raffa Wealth Management, LLC52$6.68K0.00%00.0%Unchanged
Kennebec Savings Bank52$6.68K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC53$6.81K0.00%00.0%Unchanged
Rise Advisors, LLC54$6.93K0.00%+44+440.0%Added
CX Institutional51$7.00K0.00%00.0%Unchanged
Cromwell Holdings LLC58$7.45K0.00%+42+262.5%Added
Marshall & Sterling Wealth Advisors Inc.59$7.58K0.01%+39+195.0%Added
Activest Wealth Management59$7.58K0.00%+55+1,375.0%Added
NBT Bank N A60$7.71K0.00%+20+50.0%Added
Kayne Anderson Rudnick Investment Management LLC63$8.17K0.00%+40+173.9%Added
Center for Financial Planning, Inc.65$8.35K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC65$8.35K0.00%+60+1,200.0%Added
NewSquare Capital LLC65$8.35K0.00%00.0%Unchanged
IAG Wealth Partners, LLC67$8.60K0.00%00.0%Unchanged
Boreal Capital Management LLC70$8.99K0.01%+70New
Vermillion Wealth Management, Inc.70$8.99K0.00%00.0%Unchanged
Grove Bank & Trust71$9.12K0.00%+71New
Maryland Capital Advisors Inc.71$9.12K0.00%+71New
Twin Peaks Wealth Advisors, LLC64$9.13K0.00%+64New
Cornerstone Planning Group LLC67$9.30K0.00%+21+45.7%Added
Binnacle Investments Inc74$9.50K0.01%+9+13.8%Added
UMA Financial Services, Inc.75$9.61K0.00%+21+38.9%Added
Farmers & Merchants Trust Co of Chambersburg PA79$10.0K0.00%00.0%Unchanged
FSA Wealth Management LLC83$10.7K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC84$10.8K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC86$11.0K0.00%+7+8.9%Added
Toth Financial Advisory Corp100$12.8K0.00%00.0%Unchanged
Anchor Investment Management, LLC100$12.8K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC100$12.8K0.01%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC100$12.8K0.00%+100New
Creekmur Asset Management LLC100$12.8K0.00%+100New
VSM Wealth Advisory, LLC100$12.8K0.00%+100New
Pacer Advisors, Inc.102$13.1K0.00%+33+47.8%Added
Fortitude Family Office, LLC102$13.1K0.00%+69+209.1%Added
Resources Management Corp110$14.0K0.00%+110New
Bear Mountain Capital, Inc.110$14.2K0.01%+106+2,650.0%Added
Global X Japan Co., Ltd.113$14.5K0.00%−46−28.9%Reduced
RMG Wealth Management LLC115$15.0K0.00%+115New
SJS Investment Consulting Inc.120$15.4K0.00%−17−12.4%Reduced