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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLC | 4,595 | $590.0K | 0.20% | +4,595 | New |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $590.7K | 0.10% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,641 | $596.0K | 0.03% | +452+10.8% | Added |
| Eqis Capital Management, Inc. | 4,668 | $599.5K | 0.05% | +1,672+55.8% | Added |
| Kingsman Wealth Management, Inc. | 4,695 | $602.9K | 0.38% | +10.0% | Added |
| TD Waterhouse Canada Inc. | 4,930 | $603.9K | 0.00% | −16,220−76.7% | Reduced |
| Veracity Capital LLC | 4,713 | $605.2K | 0.21% | −203−4.1% | Reduced |
| Argent Trust Co | 4,715 | $605.5K | 0.02% | +295+6.7% | Added |
| Fiduciary Trust Co | 4,741 | $608.8K | 0.01% | +4,741 | New |
| Ronald Blue Trust, Inc. | 4,746 | $609.5K | 0.01% | +3,263+220.0% | Added |
| Capula Management Ltd | 4,800 | $616.4K | 0.01% | +4,800 | New |
| Lederer & Associates Investment Counsel | 4,812 | $618.0K | 0.41% | −4,572−48.7% | Reduced |
| Dakota Wealth Management | 4,859 | $623.9K | 0.01% | −35,220−87.9% | Reduced |
| AlTi Global, Inc. | 4,874 | $625.9K | 0.02% | +124+2.6% | Added |
| Waddell & Associates, LLC | 4,886 | $627.4K | 0.07% | +1,290+35.9% | Added |
| Berbice Capital Management LLC | 4,900 | $629.2K | 0.44% | +200+4.3% | Added |
| McDonald Partners LLC | 4,925 | $632.4K | 0.15% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,972 | $638.5K | 0.04% | +17+0.3% | Added |
| Arete Wealth Advisors, LLC | 4,994 | $641.0K | 0.05% | −470−8.6% | Reduced |
| Diversify Advisory Services, LLC | 4,463 | $641.4K | 0.02% | +1,219+37.6% | Added |
| Nkcfo LLC | 5,000 | $642.0K | 0.27% | +5,000 | New |
| Harbor Advisors LLC | 5,000 | $642.0K | 0.11% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 5,045 | $647.8K | 0.16% | +40+0.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,050 | $648.5K | 0.55% | +5,050 | New |
| C M Bidwell & Associates Ltd | 5,051 | $648.6K | 0.34% | −152−2.9% | Reduced |
| Chicago Partners Investment Group LLC | 4,988 | $649.4K | 0.02% | +806+19.3% | Added |
| FSM Wealth Advisors, LLC | 5,152 | $650.5K | 0.11% | +1,717+50.0% | Added |
| Harbor Investment Advisory, LLC | 5,083 | $652.7K | 0.06% | +499+10.9% | Added |
| Schear Investment Advisers, LLC | 5,095 | $654.2K | 0.32% | +5,095 | New |
| Tripletail Wealth Management, LLC | 4,707 | $660.0K | 0.94% | +4,707 | New |
| Siemens Fonds Invest GmbH | 5,144 | $660.5K | 0.04% | +997+24.0% | Added |
| HB Wealth Management, LLC | 5,189 | $666.4K | 0.01% | −1,466−22.0% | Reduced |
| Gladstone Institutional Advisory LLC | 5,200 | $667.7K | 0.03% | +655+14.4% | Added |
| Everence Capital Management Inc | 5,200 | $668.0K | 0.04% | −6,930−57.1% | Reduced |
| Pensionmark Financial Group, LLC | 5,211 | $669.2K | 0.02% | +1,732+49.8% | Added |
| Yousif Capital Management, LLC | 5,214 | $669.5K | 0.01% | +200+4.0% | Added |
| Guidance Capital, Inc | 4,733 | $670.2K | 0.19% | +167+3.7% | Added |
| Calton & Associates, Inc. | 5,222 | $670.6K | 0.12% | +5,222 | New |
| Plancorp, LLC | 5,250 | $674.1K | 0.02% | −55−1.0% | Reduced |
| Rakuten Securities, Inc. | 5,262 | $675.7K | 0.26% | −2,180−29.3% | Reduced |
| Accent Capital Management, LLC | 5,310 | $681.9K | 0.31% | +63+1.2% | Added |
| Burling Wealth Partners, LLC | 5,314 | $682.4K | 0.13% | +5,314 | New |
| Walleye Capital LLC | 5,350 | $687.0K | 0.01% | +4,229+377.3% | Added |
| Winton Group Ltd | 5,366 | $689.0K | 0.04% | +5,366 | New |
| Diversified Trust Co | 5,370 | $689.6K | 0.02% | +167+3.2% | Added |
| Gordian Capital Singapore Pte Ltd | 5,450 | $699.8K | 1.06% | +4,150+319.2% | Added |
| Harmony Asset Management LLC | 5,455 | $700.5K | 0.26% | +765+16.3% | Added |
| Tactive Advisors, LLC | 5,489 | $704.8K | 0.23% | +5,489 | New |
| Green Square Capital Advisors LLC | 5,500 | $706.3K | 0.08% | 00.0% | Unchanged |
| Mosaic Advisors LLC | 5,545 | $712.0K | 1.05% | −3,335−37.6% | Reduced |
| Eastern Bank | 5,580 | $716.5K | 0.01% | +50+0.9% | Added |
| SeaCrest Wealth Management, LLC | 5,581 | $716.7K | 0.08% | −218−3.8% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $717.4K | 0.04% | +5,587 | New |
| Strategies Wealth Advisors, LLC | 5,633 | $723.4K | 0.08% | +3+0.1% | Added |
| Westwood Holdings Group Inc. | 5,636 | $723.7K | 0.01% | +206+3.8% | Added |
| Belvedere Trading LLC | 5,652 | $725.8K | 0.06% | +5,652 | New |
| Bridgefront Capital, LLC | 5,673 | $728.5K | 0.19% | +5,673 | New |
| Mission Wealth Management, LP | 5,696 | $731.4K | 0.02% | −38−0.7% | Reduced |
| GLOBALT Investments LLC | 5,703 | $732.3K | 0.03% | −20.0% | Reduced |
| Principal Securities, Inc. | 5,706 | $732.7K | 0.01% | +558+10.8% | Added |
| FSA Advisors, Inc. | 5,713 | $733.7K | 0.60% | +20.0% | Added |
| Strategic Investment Advisors | 5,805 | $736.7K | 0.07% | −1,028−15.0% | Reduced |
| Farther Finance Advisors, LLC | 5,755 | $739.0K | 0.01% | −132−2.2% | Reduced |
| Lido Advisors, LLC | 5,799 | $744.7K | 0.00% | +2,471+74.2% | Added |
| Cullinan Associates Inc | 5,800 | $744.8K | 0.05% | −1,222−17.4% | Reduced |
| Focus Financial Network, Inc. | 5,829 | $748.5K | 0.03% | +627+12.1% | Added |
| Golden State Wealth Management, LLC | 5,830 | $748.7K | 0.09% | +297+5.4% | Added |
| S.A. Mason LLC | 5,853 | $751.6K | 0.36% | −195−3.2% | Reduced |
| Mizuho Securities Co. Ltd. | 5,870 | $753.8K | 2.72% | +5,270+878.3% | Added |
| IAM Advisory, LLC | 5,875 | $754.4K | 0.18% | +311+5.6% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 5,900 | $757.6K | 0.43% | −880−13.0% | Reduced |
| Prelude Capital Management, LLC | 5,916 | $759.7K | 0.07% | −2,026−25.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,975 | $767.3K | 0.14% | +70+1.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,994 | $768.8K | 0.00% | +1,242+26.1% | Added |
| Presidio Capital Management, LLC | 6,010 | $771.7K | 0.30% | +80+1.3% | Added |
| Quadcap Wealth Management, LLC | 6,025 | $773.8K | 0.10% | +167+2.9% | Added |
| Huntleigh Advisors, Inc. | 6,049 | $776.8K | 0.15% | +1,321+27.9% | Added |
| Private Trust Co NA | 6,099 | $783.2K | 0.07% | +1,578+34.9% | Added |
| UniSuper Management Pty Ltd | 6,100 | $783.3K | 0.01% | −700−10.3% | Reduced |
| FDx Advisors, Inc. | 6,124 | $786.0K | 0.24% | −195−3.1% | Reduced |
| Equitable Holdings, Inc. | 6,152 | $790.0K | 0.01% | +201+3.4% | Added |
| Foresight Group Ltd Liability Partnership | 6,238 | $792.9K | 0.11% | +1,115+21.8% | Added |
| D.A. Davidson & Co. | 6,249 | $802.4K | 0.01% | +439+7.6% | Added |
| Old National Bancorp | 6,279 | $806.3K | 0.01% | +6,279 | New |
| Parus Finance (UK) Ltd | 6,287 | $807.3K | 0.23% | +1,228+24.3% | Added |
| United Capital Financial Advisers, LLC | 6,321 | $811.6K | 0.01% | −7,516−54.3% | Reduced |
| Hudock, Inc. | 6,359 | $816.6K | 0.13% | +981+18.2% | Added |
| Great Lakes Advisors, LLC | 6,376 | $818.7K | 0.01% | +6,376 | New |
| Western Wealth Management, LLC | 6,387 | $820.2K | 0.05% | +1,225+23.7% | Added |
| Essential Partners LLC | 6,398 | $821.6K | 0.33% | +6,398 | New |
| NorthCrest Asset Manangement, LLC | 6,440 | $823.3K | 0.02% | −264−3.9% | Reduced |
| Principal Street Partners, LLC | 6,422 | $824.6K | 0.08% | −1,419−18.1% | Reduced |
| OneAscent Financial Services LLC | 6,448 | $827.0K | 0.06% | +6,448 | New |
| Leonteq Securities AG | 6,457 | $829.1K | 0.05% | −29,945−82.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,462 | $829.8K | 0.01% | +6,462 | New |
| Kingsview Wealth Management, LLC | 6,497 | $834.3K | 0.01% | −208−3.1% | Reduced |
| Capital Analysts, LLC | 6,532 | $839.0K | 0.03% | +1,000+18.1% | Added |
| Signaturefd, LLC | 6,575 | $844.3K | 0.01% | −106−1.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,582 | $845.2K | 0.24% | −460−6.5% | Reduced |
| Erste Asset Management GmbH | 6,669 | $848.2K | 0.01% | +6,669 | New |