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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 6,618 | $849.8K | 0.48% | +6,618 | New |
| Edgestream Partners, L.P. | 6,733 | $864.6K | 0.02% | −7,117−51.4% | Reduced |
| Outlook Wealth Advisors, LLC | 6,796 | $872.7K | 0.22% | +219+3.3% | Added |
| Roberts Capital Advisors, LLC | 6,852 | $879.9K | 0.65% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,880 | $883.5K | 0.06% | +1,253+22.3% | Added |
| Delta Investment Management, LLC | 6,885 | $884.1K | 0.17% | +1,674+32.1% | Added |
| Peterson Wealth Services | 6,890 | $884.8K | 0.24% | −10.0% | Reduced |
| Natixis | 6,944 | $891.7K | 0.00% | +2,745+65.4% | Added |
| Wright Investors Service Inc | 6,991 | $897.7K | 0.27% | −292−4.0% | Reduced |
| Cinctive Capital Management LP | 7,018 | $901.2K | 0.05% | +7,018 | New |
| Wealth Effects LLC | 7,150 | $918.2K | 0.34% | −1,000−12.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,168 | $920.4K | 0.02% | +1,739+32.0% | Added |
| Benjamin Edwards Inc | 7,173 | $921.2K | 0.01% | −585−7.5% | Reduced |
| Hohimer Wealth Management, LLC | 7,264 | $932.8K | 0.17% | −229−3.1% | Reduced |
| Cornerstone Select Advisors, LLC | 7,384 | $948.2K | 0.83% | +3,487+89.5% | Added |
| Kestra Investment Management, LLC | 7,439 | $951.1K | 0.01% | +7,365+9,952.7% | Added |
| Morris Retirement Advisors, LLC | 7,409 | $951.4K | 0.45% | −1,731−18.9% | Reduced |
| Westover Capital Advisors, LLC | 7,435 | $954.7K | 0.19% | −4,584−38.1% | Reduced |
| Cannon Global Investment Management, LLC | 7,500 | $963.1K | 2.62% | +7,500 | New |
| Catalyst Funds Management Pty Ltd | 7,500 | $963.1K | 0.27% | +7,500 | New |
| Simon Quick Advisors, LLC | 7,509 | $964.2K | 0.05% | −4,518−37.6% | Reduced |
| Coldstream Capital Management Inc | 7,517 | $965.3K | 0.02% | +586+8.5% | Added |
| Key Client Fiduciary Advisors, LLC | 7,544 | $968.7K | 0.40% | +615+8.9% | Added |
| Dover Advisors, LLC | 7,555 | $970.1K | 0.43% | +750+11.0% | Added |
| Paradigm Financial Partners, LLC | 7,628 | $979.5K | 0.11% | +1,998+35.5% | Added |
| Prestige Wealth Management Group LLC | 7,636 | $980.5K | 0.20% | +151+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 7,680 | $986.1K | 0.01% | −4,239−35.6% | Reduced |
| Rithm Capital Corp. | 7,700 | $988.8K | 1.98% | +3,000+63.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,702 | $989.0K | 0.08% | −408−5.0% | Reduced |
| Brighton Jones LLC | 7,712 | $990.3K | 0.03% | +7,712 | New |
| JBR Co Financial Management Inc | 7,760 | $996.5K | 0.49% | +252+3.4% | Added |
| Greenberg Financial Group | 2,981 | $998.1K | 0.38% | −933−23.8% | Reduced |
| Richmond Investment Services, LLC | 7,774 | $998.3K | 0.21% | +1,655+27.0% | Added |
| National Asset Management, Inc. | 7,777 | $998.6K | 0.05% | −717−8.4% | Reduced |
| Virginia Retirement Systems Et Al | 7,800 | $1.00M | 0.01% | +7,800 | New |
| Guardian Capital LP | 7,832 | $1.01M | 0.04% | +768+10.9% | Added |
| Dynamic Advisor Solutions LLC | 7,981 | $1.02M | 0.03% | +809+11.3% | Added |
| Westport Asset Management Inc | 8,000 | $1.03M | 0.45% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,024 | $1.03M | 0.01% | +3,989+98.9% | Added |
| Jacobs Levy Equity Management, Inc | 8,047 | $1.03M | 0.00% | +8,047 | New |
| Ring Mountain Capital, LLC | 8,114 | $1.05M | 0.64% | +364+4.7% | Added |
| Keybank National Association | 8,187 | $1.05M | 0.00% | −615−7.0% | Reduced |
| Gemmer Asset Management LLC | 8,191 | $1.05M | 0.09% | −75−0.9% | Reduced |
| Qtron Investments LLC | 8,222 | $1.06M | 0.13% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 8,308 | $1.07M | 0.08% | +1,475+21.6% | Added |
| Beacon Pointe Advisors, LLC | 8,349 | $1.07M | 0.01% | −2,266−21.3% | Reduced |
| Intellectus Partners, LLC | 8,375 | $1.08M | 0.23% | −545−6.1% | Reduced |
| Point72 Italy, S.r.l. | 8,500 | $1.09M | 0.54% | +8,500 | New |
| StoneCrest Wealth Management, Inc. | 8,619 | $1.11M | 0.53% | +834+10.7% | Added |
| Emerald Advisers, LLC | 8,635 | $1.11M | 0.04% | +661+8.3% | Added |
| Congress Asset Management Co | 8,674 | $1.11M | 0.01% | −48−0.6% | Reduced |
| Caldwell Investment Management Ltd. | 8,700 | $1.12M | 0.97% | +8,700 | New |
| NTV Asset Management LLC | 8,800 | $1.13M | 0.14% | +4,000+83.3% | Added |
| Richard W. Paul & Associates, LLC | 8,804 | $1.13M | 0.41% | +79+0.9% | Added |
| Arlington Capital Management, Inc. | 8,867 | $1.14M | 0.99% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,900 | $1.14M | 0.02% | −1,200−11.9% | Reduced |
| Citizens Financial Group Inc | 8,914 | $1.14M | 0.02% | +213+2.4% | Added |
| Nicola Wealth Management Ltd. | 9,000 | $1.16M | 0.11% | −7,000−43.8% | Reduced |
| Oasis Management Co Ltd. | 9,000 | $1.16M | 0.27% | +9,000 | New |
| Cito Capital Group, LLC | 9,000 | $1.16M | 0.40% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 9,058 | $1.16M | 0.38% | +2,320+34.4% | Added |
| Prosperity Wealth Management, Inc. | 9,080 | $1.17M | 0.43% | −1,503−14.2% | Reduced |
| Retireful, LLC | 3,103 | $1.17M | 0.81% | +3,103 | New |
| iA Global Asset Management Inc. | 9,147 | $1.18M | 0.02% | +5,173+130.2% | Added |
| Vise Technologies, Inc. | 9,225 | $1.18M | 0.05% | +9,225 | New |
| Chesley Taft & Associates LLC | 9,262 | $1.19M | 0.05% | +485+5.5% | Added |
| Quartz Partners, LLC | 9,342 | $1.20M | 0.55% | +511+5.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,393 | $1.21M | 0.01% | −92,548−90.8% | Reduced |
| Flputnam Investment Management Co | 9,446 | $1.21M | 0.02% | −4,001−29.8% | Reduced |
| CWM Advisors, LLC | 9,450 | $1.21M | 0.13% | −3,381−26.4% | Reduced |
| Applied Finance Capital Management, LLC | 9,491 | $1.22M | 0.08% | +9,491 | New |
| Platinum Investment Management Ltd | 9,539 | $1.22M | 0.08% | +9,539 | New |
| Pitcairn Co | 9,614 | $1.23M | 0.08% | −749−7.2% | Reduced |
| Buckingham Strategic Partners | 9,679 | $1.24M | 0.02% | +5,027+108.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,735 | $1.25M | 0.09% | −675−6.5% | Reduced |
| Mutual Advisors, LLC | 9,168 | $1.26M | 0.03% | +704+8.3% | Added |
| Moors & Cabot, Inc. | 9,831 | $1.26M | 0.06% | −3,216−24.6% | Reduced |
| E Fund Management Co., Ltd. | 9,844 | $1.26M | 0.06% | +9,844 | New |
| Catalyst Capital Advisors LLC | 9,850 | $1.26M | 0.03% | 00.0% | Unchanged |
| Wahed Invest LLC | 9,960 | $1.28M | 0.19% | +560+6.0% | Added |
| KP Management LLC | 10,000 | $1.28M | 0.52% | −17,171−63.2% | Reduced |
| Shelton Capital Management | 10,000 | $1.28M | 0.03% | +5,000+100.0% | Added |
| Carmignac Gestion | 10,000 | $1.28M | 0.02% | +10,000 | New |
| EdgeRock Capital LLC | 10,009 | $1.29M | 0.41% | +229+2.3% | Added |
| LDR Capital Management LLC | 10,016 | $1.29M | 1.66% | −3,494−25.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,018 | $1.29M | 0.06% | +10,018 | New |
| Custom Index Systems, LLC | 10,059 | $1.29M | 0.62% | +1,242+14.1% | Added |
| Fiduciary Family Office, LLC | 10,181 | $1.31M | 0.43% | +3,387+49.9% | Added |
| Belpointe Asset Management LLC | 10,230 | $1.31M | 0.05% | +3,834+59.9% | Added |
| Generali Asset Management SPA SGR | 10,256 | $1.32M | 0.03% | +8,792+600.5% | Added |
| International Assets Investment Management, LLC | 10,302 | $1.32M | 0.11% | +989+10.6% | Added |
| Huntington National Bank | 10,317 | $1.32M | 0.01% | +3,942+61.8% | Added |
| Sound View Wealth Advisors Group, LLC | 10,350 | $1.33M | 0.10% | −1,353−11.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 10,358 | $1.33M | 0.03% | +10,358 | New |
| Sequoia Financial Advisors, LLC | 10,394 | $1.33M | 0.01% | +2,643+34.1% | Added |
| AE Wealth Management LLC | 10,531 | $1.35M | 0.01% | +452+4.5% | Added |
| Hilltop Holdings Inc. | 10,547 | $1.35M | 0.09% | +1,659+18.7% | Added |
| Dark Forest Capital Management LP | 10,591 | $1.36M | 0.05% | +10,591 | New |
| Colonial River Wealth Management, LLC | 11,357 | $1.37M | 0.59% | +1,010+9.8% | Added |
| Carl P. Sherr & Co., LLC | 10,759 | $1.38M | 0.70% | −80−0.7% | Reduced |