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 |
|---|---|---|---|---|---|
| Kaufman Rossin Wealth, LLC | 3,076 | $395.0K | 0.25% | +3,076 | New |
| SFE Investment Counsel | 3,085 | $396.1K | 0.07% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,100 | $398.1K | 0.02% | +3,100 | New |
| Financial Partners Group, Inc | 3,123 | $401.0K | 0.06% | +3,123 | New |
| Ausdal Financial Partners, Inc. | 3,136 | $402.7K | 0.03% | +3,136 | New |
| Krane Funds Advisors LLC | 3,150 | $404.5K | 0.02% | +3,150 | New |
| Optimist Retirement Group LLC | 3,152 | $404.7K | 0.19% | +259+9.0% | Added |
| Wexford Capital LP | 3,164 | $406.3K | 0.11% | −1,444−31.3% | Reduced |
| Fullcircle Wealth LLC | 2,900 | $406.6K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,195 | $410.3K | 0.00% | −411−11.4% | Reduced |
| Gries Financial LLC | 3,202 | $411.2K | 0.07% | −229−6.7% | Reduced |
| Cahill Financial Advisors Inc | 3,242 | $416.3K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,287 | $422.1K | 0.24% | −391−10.6% | Reduced |
| Agf Management Ltd | 3,306 | $424.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,327 | $427.2K | 0.01% | +2,123+176.3% | Added |
| Warren Averett Asset Management, LLC | 3,335 | $428.2K | 0.00% | +3,335 | New |
| Dudley Capital Management, LLC | 3,345 | $429.5K | 0.22% | −75−2.2% | Reduced |
| Aristeia Capital LLC | 3,352 | $430.4K | 0.01% | +3,352 | New |
| Horizon Family Wealth, Inc. | 3,352 | $430.5K | 0.26% | +10.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,355 | $430.8K | 0.25% | +3,355 | New |
| PDS Planning, Inc | 3,357 | $431.1K | 0.03% | +47+1.4% | Added |
| Leo Wealth, LLC | 3,363 | $431.9K | 0.03% | −1,127−25.1% | Reduced |
| Aaron Wealth Advisors | 3,373 | $433.1K | 0.04% | −27−0.8% | Reduced |
| Fedenia Advisers LLC | 3,380 | $434.0K | 0.21% | +3,380 | New |
| Brookwood Investment Group LLC | 3,414 | $438.4K | 0.07% | +14+0.4% | Added |
| Guinness Asset Management LTD | 3,421 | $439.1K | 0.01% | −790−18.8% | Reduced |
| Mizuho Markets Cayman LP | 3,432 | $440.7K | 0.03% | −11,444−76.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,452 | $443.3K | 0.01% | +581+20.2% | Added |
| CoreCap Advisors, LLC | 3,476 | $446.4K | 0.02% | +2,104+153.4% | Added |
| Geneos Wealth Management Inc. | 3,494 | $448.7K | 0.01% | +251+7.7% | Added |
| Crossmark Global Holdings, Inc. | 3,495 | $448.8K | 0.01% | +220+6.7% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $449.4K | 0.34% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,517 | $451.7K | 0.07% | +3,517 | New |
| Claro Advisors LLC | 3,518 | $451.7K | 0.07% | −2,197−38.4% | Reduced |
| Summit X, LLC | 3,526 | $452.9K | 0.08% | +3,526 | New |
| Grandview Asset Management LLC | 3,536 | $454.0K | 0.15% | +96+2.8% | Added |
| Nations Financial Group Inc, | 3,545 | $455.3K | 0.03% | +3,545 | New |
| Hazlett, Burt & Watson, Inc. | 3,553 | $456.0K | 0.19% | +1,455+69.4% | Added |
| Summit Trail Advisors, LLC | 3,555 | $456.5K | 0.01% | +3,555 | New |
| Compagnie Lombard Odier SCmA | 3,560 | $457.1K | 0.01% | +250+7.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,596 | $461.8K | 0.05% | +69+2.0% | Added |
| Wedmont Private Capital | 3,604 | $462.6K | 0.02% | +639+21.6% | Added |
| Moneta Group Investment Advisors LLC | 3,622 | $465.1K | 0.01% | −29−0.8% | Reduced |
| Redwood Financial Network Corp | 3,633 | $466.5K | 0.32% | +3,633 | New |
| Global Assets Advisory, LLC | 3,841 | $470.7K | 0.18% | −2,159−36.0% | Reduced |
| Change Path, LLC | 3,699 | $475.0K | 0.01% | +684+22.7% | Added |
| FineMark National Bank & Trust | 3,721 | $477.8K | 0.02% | −309−7.7% | Reduced |
| Atomi Financial Group, Inc. | 3,724 | $478.2K | 0.02% | +353+10.5% | Added |
| Spire Wealth Management | 3,750 | $481.5K | 0.02% | +1,096+41.3% | Added |
| Cigna Investments Inc | 3,755 | $482.0K | 0.08% | +127+3.5% | Added |
| Kovitz Investment Group Partners, LLC | 3,767 | $483.8K | 0.00% | +3,767 | New |
| Transcendent Capital Group LLC | 3,771 | $484.2K | 0.25% | +3,771 | New |
| Prakash Investment Advisors LLC | 6,710 | $484.5K | 0.54% | −10−0.1% | Reduced |
| First Horizon Advisors, Inc. | 3,782 | $485.7K | 0.01% | −309−7.6% | Reduced |
| Nemes Rush Group LLC | 3,787 | $486.3K | 0.05% | +38+1.0% | Added |
| Washington Capital Management Inc | 3,795 | $487.3K | 0.36% | +3,795 | New |
| Seelaus Asset Management LLC | 3,830 | $491.8K | 0.44% | +3,830 | New |
| Cornerstone Wealth Management, LLC | 3,834 | $492.3K | 0.03% | +3,834 | New |
| Partners Capital Investment Group, LLP | 3,838 | $492.8K | 0.02% | +3,838 | New |
| Stratos Wealth Partners, LTD. | 3,850 | $494.4K | 0.01% | −23−0.6% | Reduced |
| Kadensa Capital Ltd | 3,925 | $504.0K | 0.08% | +3,925 | New |
| LaSalle St. Investment Advisors, LLC | 3,956 | $508.0K | 0.14% | +521+15.2% | Added |
| Global Trust Asset Management, LLC | 3,974 | $510.3K | 0.27% | +3,974 | New |
| Swisher Financial Concepts, Inc. | 3,982 | $511.3K | 0.33% | +428+12.0% | Added |
| First Dallas Securities Inc. | 3,993 | $512.8K | 0.20% | +978+32.4% | Added |
| EverSource Wealth Advisors, LLC | 4,000 | $513.6K | 0.02% | +2,092+109.6% | Added |
| United Capital Management of KS, Inc. | 4,000 | $513.6K | 0.08% | +4,000 | New |
| Hantz Financial Services, Inc. | 4,006 | $514.0K | 0.01% | +626+18.5% | Added |
| Interchange Capital Partners, LLC | 4,020 | $516.2K | 0.12% | −149−3.6% | Reduced |
| Grange Capital, LLC | 4,028 | $517.2K | 0.54% | −2,235−35.7% | Reduced |
| Fort Sheridan Advisors LLC | 4,031 | $517.6K | 0.07% | +500+14.2% | Added |
| Regions Financial Corp | 4,052 | $520.3K | 0.00% | +4,052 | New |
| WealthBridge Capital Management, LLC | 4,057 | $520.9K | 0.13% | +954+30.7% | Added |
| Hartford Funds Management Co LLC | 4,074 | $523.4K | 0.05% | +4,074 | New |
| Maridea Wealth Management LLC | 4,087 | $524.8K | 0.14% | +4,087 | New |
| Dynamic Technology Lab Private Ltd | 4,122 | $529.0K | 0.07% | +950+29.9% | Added |
| Kestra Private Wealth Services, LLC | 4,129 | $530.2K | 0.01% | −29−0.7% | Reduced |
| Trinity Financial Advisors LLC | 4,135 | $531.0K | 0.16% | +4,135 | New |
| Parallel Advisors, LLC | 4,152 | $533.1K | 0.01% | +722+21.0% | Added |
| Heritage Trust Co | 4,152 | $533.2K | 0.06% | +506+13.9% | Added |
| Hancock Whitney Corp | 4,163 | $534.6K | 0.01% | −62,469−93.8% | Reduced |
| Raleigh Capital Management Inc. | 4,250 | $545.7K | 0.23% | −175−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 4,269 | $548.2K | 0.04% | −82−1.9% | Reduced |
| Herold Advisors, Inc. | 4,288 | $550.6K | 0.12% | +345+8.7% | Added |
| Insight Wealth Partners, LLC | 4,301 | $552.3K | 0.31% | +1,180+37.8% | Added |
| Kane Investment Management, Inc. | 4,307 | $553.0K | 0.29% | −2,277−34.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,315 | $554.1K | 0.17% | −6,768−61.1% | Reduced |
| GeoWealth Management, LLC | 4,326 | $555.5K | 0.02% | −41−0.9% | Reduced |
| Sax Wealth Advisors, LLC | 4,335 | $556.6K | 0.03% | −102−2.3% | Reduced |
| Metis Global Partners, LLC | 4,335 | $556.7K | 0.01% | −2,012−31.7% | Reduced |
| Peak Financial Advisors LLC | 4,364 | $560.4K | 0.29% | +4,364 | New |
| Harbour Investments, Inc. | 4,376 | $561.9K | 0.01% | +2,138+95.5% | Added |
| Opinicus Capital, Inc. | 4,405 | $565.7K | 0.43% | −2,877−39.5% | Reduced |
| Sivia Capital Partners, LLC | 4,417 | $567.2K | 0.19% | +4,417 | New |
| Meeder Advisory Services, Inc. | 4,438 | $569.9K | 0.03% | +85+2.0% | Added |
| Costello Asset Management, INC | 4,497 | $577.5K | 0.22% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,545 | $583.6K | 0.03% | +1,215+36.5% | Added |
| SCS Capital Management LLC | 4,561 | $585.7K | 0.01% | +15+0.3% | Added |
| Left Brain Wealth Management, LLC | 4,575 | $587.5K | 0.21% | +4,575 | New |
| MONECO Advisors, LLC | 4,591 | $589.6K | 0.05% | −8−0.2% | Reduced |