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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,061 | $105.0B |
| Q1 2026 | 1,841 | $78.7B |
| Q4 2025 | 1,614 | $48.5B |
| Q3 2025 | 1,436 | $45.3B |
| Q2 2025 | 1,310 | $39.4B |
| Q1 2025 | 1,148 | $21.7B |
| Q4 2024 | 1,202 | $35.5B |
| Q3 2024 | 1,024 | $32.0B |
| Q2 2024 | 909 | $27.0B |
| Q1 2024 | 759 | $25.2B |
| Q4 2023 | 583 | $16.5B |
| Q3 2023 | 454 | $12.7B |
| Q2 2023 | 352 | $8.44B |
| Q1 2023 | 298 | $4.85B |
| Q4 2022 | 286 | $4.67B |
| Q3 2022 | 254 | $3.40B |
| Q2 2022 | 290 | $2.77B |
| Q1 2022 | 294 | $4.66B |
| Q4 2021 | 307 | $8.19B |
| Q3 2021 | 294 | $7.83B |
| Q2 2021 | 294 | $9.23B |
| Q1 2021 | 278 | $6.55B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group, LLC | 32,058 | $4.12M | 0.01% | −2,862−8.2% | Reduced |
| Strategic Global Advisors, LLC | 33,316 | $4.28M | 0.70% | +2,181+7.0% | Added |
| Bradley Foster & Sargent Inc | 33,465 | $4.30M | 0.07% | +2,059+6.6% | Added |
| Pinebridge Investments, L.P. | 33,858 | $4.35M | 0.04% | −4,660−12.1% | Reduced |
| KMG Fiduciary Partners, LLC | 34,098 | $4.38M | 0.32% | +1,446+4.4% | Added |
| Mercer Global Advisors Inc | 34,622 | $4.45M | 0.01% | +16,660+92.8% | Added |
| Steel Peak Wealth Management LLC | 34,768 | $4.46M | 0.17% | +3,706+11.9% | Added |
| Candriam Luxembourg S.C.A. | 34,807 | $4.47M | 0.03% | +1,221+3.6% | Added |
| Viking Fund Management LLC | 35,000 | $4.49M | 0.62% | −3,000−7.9% | Reduced |
| Verition Fund Management LLC | 35,032 | $4.50M | 0.03% | −37,603−51.8% | Reduced |
| Davidson Capital Management Inc. | 35,092 | $4.51M | 1.08% | +8,858+33.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,158 | $4.52M | 0.03% | +6,848+24.2% | Added |
| Avanza Fonder AB | 35,269 | $4.53M | 0.13% | +2,527+7.7% | Added |
| Brevan Howard Capital Management LP | 35,744 | $4.59M | 0.05% | +17,744+98.6% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 35,745 | $4.59M | 0.71% | −62,255−63.5% | Reduced |
| Rowland & Co Investment Counsel | 35,825 | $4.60M | 0.95% | +267+0.8% | Added |
| Old West Investment Management, LLC | 35,967 | $4.62M | 1.52% | +1,962+5.8% | Added |
| GPS Wealth Strategies Group, LLC | 36,021 | $4.63M | 0.53% | +3,695+11.4% | Added |
| Kieckhefer Group LLC | 36,404 | $4.67M | 2.53% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 36,975 | $4.75M | 0.46% | +4,025+12.2% | Added |
| CI Private Wealth, LLC | 37,188 | $4.78M | 0.01% | +4,034+12.2% | Added |
| Thor Investment Management Inc | 37,399 | $4.80M | 3.26% | +46+0.1% | Added |
| Sone Capital Management, LLC | 37,780 | $4.85M | 0.45% | +37,780 | New |
| JustInvest LLC | 37,939 | $4.87M | 0.05% | +4,541+13.6% | Added |
| Swiss Life Asset Management Ltd | 38,110 | $4.89M | 0.03% | +12,411+48.3% | Added |
| Kestra Advisory Services, LLC | 38,320 | $4.92M | 0.02% | −2,947−7.1% | Reduced |
| Lighthouse Investment Partners, LLC | 39,320 | $5.05M | 0.22% | +1,930+5.2% | Added |
| Edgemoor Investment Advisors, Inc. | 39,339 | $5.05M | 0.44% | +127+0.3% | Added |
| M&T Bank Corp | 40,144 | $5.15M | 0.02% | −1,098−2.7% | Reduced |
| LGT Group Foundation | 40,163 | $5.16M | 0.06% | −1,910−4.5% | Reduced |
| Wolverine Trading, LLC | 40,763 | $5.18M | 0.13% | +40,763 | New |
| Bank of Hawaii | 40,639 | $5.22M | 0.28% | +7,124+21.3% | Added |
| L & S Advisors Inc | 40,805 | $5.24M | 0.52% | +26,154+178.5% | Added |
| MAI Capital Management | 41,177 | $5.29M | 0.04% | −447−1.1% | Reduced |
| Brant Point Investment Management LLC | 41,197 | $5.29M | 1.21% | +1,354+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 41,353 | $5.31M | 0.26% | −6,155−13.0% | Reduced |
| Lazard Asset Management LLC | 41,552 | $5.33M | 0.01% | −28,183−40.4% | Reduced |
| Oak Ridge Investments LLC | 41,668 | $5.35M | 0.38% | +556+1.4% | Added |
| Next Century Growth Investors LLC | 41,859 | $5.38M | 0.42% | +11,005+35.7% | Added |
| Ulland Investment Advisors, LLC | 42,170 | $5.42M | 4.13% | −2,939−6.5% | Reduced |
| Otter Creek Advisors, LLC | 42,436 | $5.45M | 4.09% | +42,436 | New |
| Southeast Asset Advisors Inc. | 42,514 | $5.46M | 0.65% | −951−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 42,974 | $5.52M | 0.12% | +2,846+7.1% | Added |
| Eagle Bluffs Wealth Management LLC | 43,104 | $5.53M | 2.63% | +425+1.0% | Added |
| Blair William & Co | 43,259 | $5.55M | 0.02% | +2,405+5.9% | Added |
| Venture Visionary Partners LLC | 43,451 | $5.58M | 0.21% | +7,983+22.5% | Added |
| Leeward Financial Partners, LLC | 43,657 | $5.61M | 1.78% | +1,400+3.3% | Added |
| Mitchell Capital Management Co | 44,294 | $5.72M | 1.07% | +44,294 | New |
| Clark Capital Management Group, Inc. | 44,929 | $5.77M | 0.04% | −5,022−10.1% | Reduced |
| Nwam LLC | 40,139 | $5.84M | 0.34% | +6,928+20.9% | Added |
| CWM, LLC | 46,371 | $5.96M | 0.02% | +16,161+53.5% | Added |
| Phoenix Holdings Ltd. | 46,726 | $5.98M | 0.08% | +43,026+1,162.9% | Added |
| Penserra Capital Management LLC | 46,594 | $5.98M | 0.08% | +12,174+35.4% | Added |
| Pennant Select, LLC | 46,800 | $6.01M | 4.61% | −3,200−6.4% | Reduced |
| Pinnacle Associates Ltd | 46,912 | $6.02M | 0.09% | +3,818+8.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $6.04M | 0.05% | +47,000 | New |
| MYDA Advisors LLC | 48,000 | $6.16M | 1.73% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 48,050 | $6.17M | 0.15% | +48,050 | New |
| Dnca Finance | 48,360 | $6.21M | 0.47% | −12,140−20.1% | Reduced |
| Ethic Inc. | 49,526 | $6.30M | 0.11% | +5,990+13.8% | Added |
| Sanctuary Advisors, LLC | 49,703 | $6.38M | 0.04% | +10,780+27.7% | Added |
| Alerus Financial NA | 49,839 | $6.40M | 0.46% | −289−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,993 | $6.42M | 0.00% | +3,612+7.8% | Added |
| Jackson Square Capital, LLC | 50,123 | $6.44M | 1.43% | +50,123 | New |
| Mackenzie Financial Corp | 50,231 | $6.45M | 0.01% | −303−0.6% | Reduced |
| Stephens Inc | 50,261 | $6.45M | 0.09% | +2,536+5.3% | Added |
| Wealthfront Advisers LLC | 51,131 | $6.57M | 0.02% | +5,792+12.8% | Added |
| Empowered Funds, LLC | 51,294 | $6.59M | 0.07% | +39,737+343.8% | Added |
| Grassi Investment Management | 51,435 | $6.61M | 0.53% | +3,535+7.4% | Added |
| Advisory Services Network, LLC | 45,448 | $6.62M | 0.11% | −10,641−19.0% | Reduced |
| The PNC Financial Services Group, Inc. | 52,130 | $6.69M | 0.00% | +6,057+13.1% | Added |
| Game Creek Capital, LP | 52,250 | $6.71M | 3.44% | −250−0.5% | Reduced |
| Bulltick Wealth Management, LLC | 52,560 | $6.75M | 1.67% | +52,560 | New |
| Strategic Blueprint, LLC | 52,881 | $6.79M | 0.33% | +1,414+2.7% | Added |
| Harvest Fund Management Co., Ltd | 59,077 | $6.81M | 0.32% | +11,734+24.8% | Added |
| Royal Fund Management, LLC | 53,446 | $6.86M | 0.73% | −7,903−12.9% | Reduced |
| Tiaa Trust, National Association | 54,070 | $6.94M | 0.02% | −89,329−62.3% | Reduced |
| Sit Investment Associates Inc | 54,237 | $6.96M | 0.15% | +1,088+2.0% | Added |
| Teacher Retirement System of Texas | 54,901 | $7.05M | 0.03% | +2,774+5.3% | Added |
| Kovack Advisors, Inc. | 55,142 | $7.08M | 0.69% | −6,550−10.6% | Reduced |
| Simplex Trading, LLC | 56,103 | $7.20M | 0.19% | +56,103 | New |
| British Columbia Investment Management Corp | 56,913 | $7.31M | 0.04% | −11,273−16.5% | Reduced |
| MML Investors Services, LLC | 57,510 | $7.38M | 0.02% | +16,067+38.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 57,789 | $7.42M | 0.07% | +5,782+11.1% | Added |
| Sumitomo Life Insurance Co | 58,136 | $7.47M | 0.51% | +6,737+13.1% | Added |
| Truist Financial Corp | 58,192 | $7.47M | 0.01% | −14,583−20.0% | Reduced |
| Independence Bank of Kentucky | 59,114 | $7.59M | 1.08% | +6,341+12.0% | Added |
| HighTower Advisors, LLC | 59,438 | $7.63M | 0.01% | +8,788+17.4% | Added |
| Neville Rodie & Shaw Inc | 59,460 | $7.63M | 0.57% | +4,105+7.4% | Added |
| Oppenheimer & Co Inc | 59,892 | $7.69M | 0.10% | +2,450+4.3% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.20% | 00.0% | Unchanged |
| Utah Retirement Systems | 60,169 | $7.73M | 0.08% | +811+1.4% | Added |
| Two Sigma Advisers, LP | 60,200 | $7.73M | 0.02% | +26,700+79.7% | Added |
| Creative Planning | 60,540 | $7.77M | 0.01% | +4,584+8.2% | Added |
| Pathstone Holdings, LLC | 61,879 | $7.95M | 0.03% | +12,574+25.5% | Added |
| Chase Investment Counsel Corp | 62,415 | $8.01M | 2.56% | +8,175+15.1% | Added |
| Baker Avenue Asset Management, LP | 63,092 | $8.10M | 0.23% | −8,127−11.4% | Reduced |
| Covalis Capital LLP | 64,302 | $8.26M | 1.04% | +64,302 | New |
| Zimmer Partners, LP | 65,000 | $8.35M | 0.19% | −85,000−56.7% | Reduced |
| Ripple Effect Asset Management LP | 65,300 | $8.39M | 4.78% | +65,300 | New |