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 |
|---|---|---|---|---|---|
| Fairscale Capital, LLC | 1,007 | $146.6K | 0.11% | +1,007 | New |
| Bay Harbor Wealth Management, LLC | 1,148 | $147.4K | 0.04% | +55+5.0% | Added |
| Central Pacific Bank - Trust Division | 1,165 | $149.6K | 0.02% | −282−19.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,191 | $152.9K | 0.15% | +1,191 | New |
| State of Wyoming | 1,302 | $167.2K | 0.02% | −1,719−56.9% | Reduced |
| WD Rutherford LLC | 1,307 | $167.8K | 0.08% | +1,307 | New |
| Smartleaf Asset Management LLC | 1,338 | $170.1K | 0.01% | −408−23.4% | Reduced |
| TD Private Client Wealth LLC | 1,363 | $175.0K | 0.00% | +853+167.3% | Added |
| Cary Street Partners Financial LLC | 1,390 | $178.5K | 0.01% | +230+19.8% | Added |
| First Community Trust NA | 1,446 | $185.7K | 0.15% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,472 | $189.0K | 0.01% | +274+22.9% | Added |
| ORG Partners LLC | 1,592 | $195.1K | 0.04% | +423+36.2% | Added |
| Bayforest Capital Ltd | 1,531 | $196.6K | 0.09% | −706−31.6% | Reduced |
| Daymark Wealth Partners, LLC | 1,569 | $201.5K | 0.01% | +1,569 | New |
| Fifth Third Bancorp | 1,584 | $203.4K | 0.00% | +35+2.3% | Added |
| Smith Anglin Financial, LLC | 1,589 | $204.0K | 0.02% | +1,589 | New |
| Simmons Bank | 1,590 | $204.2K | 0.01% | +1,590 | New |
| Founders Financial Alliance, LLC | 1,621 | $208.2K | 0.05% | +1,621 | New |
| Gen-Wealth Partners Inc | 1,628 | $209.1K | 0.08% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,630 | $209.4K | 0.03% | −2,363−59.2% | Reduced |
| denkapparat Operations GmbH | 1,634 | $209.8K | 0.17% | +1,634 | New |
| Net Worth Advisory Group | 1,634 | $209.9K | 0.05% | +1,634 | New |
| Quotient Wealth Partners, LLC | 1,637 | $210.3K | 0.01% | +1,637 | New |
| McKinley Carter Wealth Services, Inc. | 1,653 | $212.2K | 0.01% | +1,653 | New |
| Hollencrest Capital Management | 1,655 | $212.5K | 0.01% | +605+57.6% | Added |
| Legacy Capital Group California, Inc. | 1,658 | $212.9K | 0.06% | +1,658 | New |
| Allegiance Financial Group Advisory Services LLC | 1,665 | $213.8K | 0.06% | +1,665 | New |
| Inceptionr LLC | 1,670 | $214.4K | 0.05% | −3,146−65.3% | Reduced |
| Poinciana Advisors Group, LLC | 1,681 | $215.9K | 0.19% | +1,681 | New |
| L2 Asset Management, LLC | 1,685 | $216.3K | 0.04% | +1,685 | New |
| Savant Capital, LLC | 1,695 | $217.7K | 0.00% | +1,695 | New |
| Lecap Asset Management Ltd | 1,696 | $217.8K | 0.08% | −31,501−94.9% | Reduced |
| Flagship Harbor Advisors, LLC | 1,701 | $218.5K | 0.01% | +1,701 | New |
| Two Sigma Securities, LLC | 1,719 | $220.7K | 0.03% | −2,050−54.4% | Reduced |
| Menard Financial Group LLC | 1,724 | $221.4K | 0.13% | +1,724 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 1,726 | $221.6K | 0.05% | +1,726 | New |
| Onyx Bridge Wealth Group LLC | 1,727 | $221.8K | 0.03% | +1,727 | New |
| Cura Wealth Advisors, LLC | 1,740 | $223.4K | 0.10% | +1,740 | New |
| Rothschild Investment LLC | 1,748 | $224.4K | 0.01% | +12+0.7% | Added |
| Woodmont Investment Counsel LLC | 1,749 | $224.6K | 0.01% | +1,749 | New |
| Pension & Wealth Management Advisors, Inc. | 1,760 | $226.0K | 0.08% | −2,342−57.1% | Reduced |
| Good Life Advisors, LLC | 1,765 | $226.6K | 0.01% | +1,765 | New |
| MBL Wealth, LLC | 1,767 | $226.9K | 0.02% | +1,767 | New |
| NorthRock Partners, LLC | 1,768 | $227.1K | 0.01% | +1,768 | New |
| HBK Sorce Advisory LLC | 1,776 | $228.1K | 0.01% | +1,776 | New |
| Howard Capital Management Inc. | 1,783 | $229.0K | 0.00% | +1,783 | New |
| GWN Securities Inc. | 1,784 | $229.1K | 0.04% | −4,080−69.6% | Reduced |
| Westhampton Capital, LLC | 1,785 | $229.2K | 0.12% | +1,785 | New |
| N.E.W. Advisory Services LLC | 1,786 | $229.4K | 0.02% | −5,816−76.5% | Reduced |
| Golden State Equity Partners | 1,790 | $229.9K | 0.04% | +1,790 | New |
| Dorsey & Whitney Trust CO LLC | 1,794 | $230.4K | 0.01% | +1,794 | New |
| Creative Financial Designs Inc | 1,806 | $231.9K | 0.02% | +165+10.1% | Added |
| Reuter James Wealth Management, LLC | 1,832 | $235.2K | 0.04% | +1,832 | New |
| Alta Advisers Ltd | 1,863 | $239.2K | 0.09% | +1,863 | New |
| Omnitrust Wealth Management, Inc | 721 | $241.4K | 0.29% | +721 | New |
| Park Square Financial Group, LLC | 1,908 | $245.0K | 0.18% | +337+21.5% | Added |
| AIA Group Ltd | 1,915 | $245.9K | 0.01% | −1,039−35.2% | Reduced |
| Clarius Group, LLC | 1,915 | $245.9K | 0.01% | +1,915 | New |
| Register Financial Advisors LLC | 1,920 | $246.6K | 0.11% | +1,920 | New |
| Gitterman Wealth Management, LLC | 1,938 | $248.9K | 0.06% | +1,938 | New |
| Nautilus Advisors LLC | 1,946 | $249.9K | 0.18% | +1,946 | New |
| Lebenthal Global Advisors, LLC | 1,950 | $250.4K | 0.05% | +1,950 | New |
| Gsa Capital Partners LLP | 1,997 | $256.0K | 0.02% | −1,822−47.7% | Reduced |
| Financial Sense Advisors, Inc. | 2,000 | $256.8K | 0.06% | +2,000 | New |
| PDT Partners, LLC | 2,000 | $256.8K | 0.01% | +2,000 | New |
| Gallacher Capital Management LLC | 2,000 | $256.8K | 0.12% | +2,000 | New |
| Siren, L.L.C. | 2,000 | $256.8K | 0.01% | +2,000 | New |
| Canton Hathaway, LLC | 2,000 | $257.0K | 0.05% | +2,000 | New |
| Investment Partners, Ltd. | 2,003 | $257.3K | 0.10% | +2,003 | New |
| Liberty One Investment Management, LLC | 2,020 | $259.4K | 0.03% | +137+7.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,034 | $261.1K | 0.04% | +2,034 | New |
| Forum Financial Management, LP | 2,041 | $262.1K | 0.00% | −811−28.4% | Reduced |
| Beacon Financial Advisory LLC | 2,055 | $263.9K | 0.07% | +2,055 | New |
| Gryphon Financial Partners LLC | 2,058 | $264.3K | 0.03% | +2,058 | New |
| Fortress Private Ledger, LLC | 2,079 | $267.0K | 0.12% | +2,079 | New |
| Founders Financial Securities LLC | 2,089 | $268.2K | 0.02% | +2,089 | New |
| Synovus Financial Corp | 2,090 | $268.4K | 0.00% | +2,090 | New |
| BostonPremier Wealth LLC | 2,091 | $268.5K | 0.15% | +2,091 | New |
| Fukoku Mutual Life Insurance Co | 2,094 | $268.9K | 0.02% | +2,094 | New |
| Valeo Financial Advisors, LLC | 2,095 | $269.1K | 0.01% | +2,095 | New |
| Davenport & Co LLC | 2,100 | $269.7K | 0.00% | +2,100 | New |
| Zions Bancorporation, National Association | 2,106 | $270.4K | 0.01% | +2,106 | New |
| Accurate Wealth Management, LLC | 2,248 | $271.9K | 0.04% | +2,248 | New |
| Secure Asset Management, LLC | 2,121 | $272.3K | 0.05% | +2,121 | New |
| MQS Management LLC | 2,132 | $273.8K | 0.15% | +2,132 | New |
| HM Payson & Co | 2,150 | $276.1K | 0.00% | +500+30.3% | Added |
| SkyOak Wealth, LLC | 2,165 | $278.0K | 0.06% | −3,000−58.1% | Reduced |
| Continuum Advisory, LLC | 2,165 | $278.0K | 0.03% | +533+32.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,167 | $278.3K | 0.00% | −403−15.7% | Reduced |
| Larson Financial Group LLC | 2,189 | $281.1K | 0.01% | −158−6.7% | Reduced |
| Waterfront Wealth Inc. | 2,194 | $281.7K | 0.06% | +2,194 | New |
| Parisi Gray Wealth Management | 2,195 | $281.8K | 0.08% | +2,195 | New |
| Black Swift Group, LLC | 2,200 | $282.5K | 0.06% | +2,200 | New |
| Glass Jacobson Investment Advisors llc | 2,218 | $284.9K | 0.11% | +86+4.0% | Added |
| World Equity Group, Inc. | 2,235 | $287.0K | 0.08% | +2,235 | New |
| Horizon Investment Services, LLC | 2,240 | $287.6K | 0.13% | +2,240 | New |
| Essex Financial Services, Inc. | 2,252 | $289.1K | 0.02% | +2,252 | New |
| Cary Street Partner Investment Advisory LLC | 2,253 | $289.3K | 0.14% | +517+29.8% | Added |
| Twinbeech Capital LP | 2,254 | $289.4K | 0.01% | −914,645−99.8% | Reduced |
| Advisor OS, LLC | 2,278 | $292.5K | 0.03% | +2,278 | New |