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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 10,865 | $1.40M | 0.04% | +2,611+31.6% | Added |
| Krilogy Financial LLC | 10,883 | $1.40M | 0.08% | +10,883 | New |
| Clear Harbor Asset Management, LLC | 10,910 | $1.40M | 0.11% | +3,610+49.5% | Added |
| Abn Amro Investment Solutions | 10,916 | $1.40M | 0.03% | +616+6.0% | Added |
| Gabelli Funds LLC | 11,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 11,254 | $1.45M | 0.02% | −1,814−13.9% | Reduced |
| Eos Management, L.P. | 11,377 | $1.46M | 0.63% | +11,377 | New |
| Independent Financial Group, LLC | 11,431 | $1.47M | 0.04% | +3,809+50.0% | Added |
| Level Four Advisory Services, LLC | 11,567 | $1.49M | 0.05% | +2,480+27.3% | Added |
| Stance Capital LLC | 11,600 | $1.49M | 0.56% | +11,600 | New |
| Spirit of America Management Corp | 11,700 | $1.50M | 0.31% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 11,717 | $1.50M | 0.12% | −146−1.2% | Reduced |
| Harbour Capital Advisors, LLC | 12,250 | $1.52M | 0.32% | −5,600−31.4% | Reduced |
| B&L Asset Management LLC | 11,984 | $1.54M | 0.88% | +7,243+152.8% | Added |
| Bowen Hanes & Co Inc | 12,000 | $1.54M | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 12,236 | $1.57M | 0.08% | −7,670−38.5% | Reduced |
| Horizon Investments, LLC | 12,249 | $1.57M | 0.02% | +10,449+580.5% | Added |
| Novare Capital Management LLC | 12,290 | $1.58M | 0.13% | +7,500+156.6% | Added |
| AXS Investments LLC | 12,500 | $1.61M | 0.66% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 12,500 | $1.61M | 1.01% | +125+1.0% | Added |
| IFP Advisors, Inc | 12,602 | $1.62M | 0.05% | +6,895+120.8% | Added |
| Park Avenue Securities LLC | 12,677 | $1.63M | 0.01% | +12,677 | New |
| New England Research & Management, Inc. | 12,780 | $1.64M | 0.78% | +2,537+24.8% | Added |
| Westpac Banking Corp | 12,812 | $1.65M | 0.11% | +6,411+100.2% | Added |
| SBI Securities Co., Ltd. | 12,815 | $1.65M | 0.05% | −1,125−8.1% | Reduced |
| PFG Investments, LLC | 12,970 | $1.67M | 0.10% | +5,134+65.5% | Added |
| Floyd Financial Group LLC | 13,030 | $1.67M | 1.54% | +2,118+19.4% | Added |
| Aspire Private Capital, LLC | 13,001 | $1.67M | 0.39% | −583−4.3% | Reduced |
| Cottage Street Advisors LLC | 13,018 | $1.67M | 0.87% | −1,956−13.1% | Reduced |
| Element Pointe Advisors, LLC | 13,043 | $1.67M | 0.41% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 13,200 | $1.70M | 0.03% | −17,677−57.2% | Reduced |
| Copeland Capital Management, LLC | 13,266 | $1.70M | 0.04% | +3,973+42.8% | Added |
| DRW Securities, LLC | 13,408 | $1.72M | 0.12% | +13,408 | New |
| Ostrum Asset Management | 13,512 | $1.74M | 0.08% | +3,564+35.8% | Added |
| WBI Investments | 13,515 | $1.74M | 0.45% | +9,937+277.7% | Added |
| Finivi Inc. | 13,591 | $1.75M | 1.18% | +538+4.1% | Added |
| Tokio Marine Asset Management Co Ltd | 13,630 | $1.75M | 0.07% | +1,353+11.0% | Added |
| Polianta Ltd | 13,700 | $1.76M | 0.76% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 13,742 | $1.76M | 0.17% | −4,190−23.4% | Reduced |
| Sunbelt Securities, Inc. | 15,533 | $1.76M | 0.16% | −780−4.8% | Reduced |
| Shell Asset Management Co | 13,769 | $1.77M | 0.06% | +2,916+26.9% | Added |
| Werlinich Asset Management, LLC | 13,785 | $1.77M | 0.97% | −45−0.3% | Reduced |
| Nicholas Investment Partners, LP | 13,795 | $1.77M | 0.16% | −22,499−62.0% | Reduced |
| Snowden Capital Advisors LLC | 13,825 | $1.78M | 0.05% | +770+5.9% | Added |
| RSM US Wealth Management LLC | 13,838 | $1.78M | 0.02% | +5,270+61.5% | Added |
| Thrivent Financial for Lutherans | 13,986 | $1.78M | 0.00% | +4,314+44.6% | Added |
| Koshinski Asset Management, Inc. | 13,853 | $1.78M | 0.13% | +1,491+12.1% | Added |
| Arosa Capital Management LP | 14,000 | $1.80M | 1.31% | +14,000 | New |
| Global Retirement Partners, LLC | 14,002 | $1.80M | 0.04% | +14,002 | New |
| We Are One Seven, LLC | 14,015 | $1.80M | 0.06% | +10,643+315.6% | Added |
| Globeflex Capital L P | 14,100 | $1.81M | 0.15% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 14,106 | $1.81M | 0.43% | +1,338+10.5% | Added |
| J.W. Cole Advisors, Inc. | 14,277 | $1.83M | 0.04% | +2,945+26.0% | Added |
| Altfest L J & Co Inc | 14,359 | $1.84M | 0.22% | +4,776+49.8% | Added |
| Sig Brokerage, LP | 14,382 | $1.85M | 0.51% | −27,080−65.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 14,425 | $1.85M | 0.10% | −634−4.2% | Reduced |
| Wealth Management Partners, LLC | 14,682 | $1.85M | 0.66% | +3,197+27.8% | Added |
| Darwin Advisors, LLC | 14,531 | $1.87M | 0.65% | +4,183+40.4% | Added |
| Edmond de Rothschild Holding S.A. | 14,578 | $1.87M | 0.03% | −571−3.8% | Reduced |
| Azzad Asset Management Inc | 14,702 | $1.89M | 0.20% | +14,702 | New |
| Guardian Asset Advisors, LLC | 14,814 | $1.90M | 1.09% | +2,428+19.6% | Added |
| Integrated Advisors Network LLC | 14,873 | $1.91M | 0.09% | +4,954+49.9% | Added |
| Shelton Wealth Management, LLC | 14,988 | $1.92M | 0.97% | +5,660+60.7% | Added |
| Mirova | 15,000 | $1.93M | 0.27% | +5,000+50.0% | Added |
| Brinker Capital Investments, LLC | 15,057 | $1.93M | 0.02% | −10,288−40.6% | Reduced |
| CIBC World Markets Corp | 15,063 | $1.93M | 0.01% | −1,162−7.2% | Reduced |
| Atria Investments LLC | 15,091 | $1.94M | 0.02% | +4,437+41.6% | Added |
| Lighthouse Financial LLC | 15,161 | $1.95M | 1.49% | +1,244+8.9% | Added |
| Coastal Bridge Advisors, LLC | 15,249 | $1.96M | 0.16% | +15,249 | New |
| Atom Investors LP | 15,277 | $1.96M | 0.17% | −6,536−30.0% | Reduced |
| Sandler Capital Management | 15,363 | $1.97M | 0.68% | +15,363 | New |
| Easterly Investment Partners LLC | 15,390 | $1.98M | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 15,412 | $1.98M | 0.06% | −6,857−30.8% | Reduced |
| Liontrust Investment Partners LLP | 15,473 | $1.99M | 0.03% | −51,991−77.1% | Reduced |
| Banque Cantonale Vaudoise | 15,601 | $2.00M | 0.08% | −3,029−16.3% | Reduced |
| Cloverfields Capital Group, LP | 15,688 | $2.01M | 0.60% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 15,806 | $2.03M | 0.26% | +15,806 | New |
| Ancora Advisors, LLC | 15,859 | $2.04M | 0.04% | +13,525+579.5% | Added |
| Haven Capital Group, Inc. | 16,083 | $2.06M | 1.82% | +706+4.6% | Added |
| Castle Rock Wealth Management, LLC | 16,243 | $2.07M | 0.48% | +16,243 | New |
| Ashton Thomas Private Wealth, LLC | 16,106 | $2.07M | 0.07% | +6,425+66.4% | Added |
| Ameritas Advisory Services, LLC | 16,195 | $2.08M | 0.11% | −10,958−40.4% | Reduced |
| CIBC Asset Management Inc | 16,205 | $2.08M | 0.01% | +98+0.6% | Added |
| E. Ohman J:or Asset Management AB | 16,250 | $2.09M | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,263 | $2.09M | 0.00% | −221,187−93.2% | Reduced |
| Arkadios Wealth Advisors | 16,297 | $2.09M | 0.06% | −544−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 16,336 | $2.10M | 0.04% | −2,602−13.7% | Reduced |
| Advisors Asset Management, Inc. | 16,518 | $2.12M | 0.04% | +1,889+12.9% | Added |
| Optimas Capital Ltd | 16,600 | $2.13M | 2.25% | +16,600 | New |
| Quaero Capital S.A. | 16,781 | $2.15M | 2.70% | +1,530+10.0% | Added |
| Bouvel Investment Partners, LLC | 16,819 | $2.16M | 0.73% | +5,839+53.2% | Added |
| Horizon Kinetics Asset Management LLC | 16,835 | $2.16M | 0.03% | +695+4.3% | Added |
| Prospera Financial Services Inc | 17,000 | $2.18M | 0.04% | +5,615+49.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,039 | $2.19M | 0.02% | +3,409+25.0% | Added |
| Pallas Capital Advisors LLC | 17,288 | $2.22M | 0.08% | +8,619+99.4% | Added |
| Vega Investment Solutions | 17,312 | $2.22M | 0.52% | −2,678−13.4% | Reduced |
| Integrated Wealth Concepts LLC | 17,374 | $2.23M | 0.02% | +7,578+77.4% | Added |
| O'Shaughnessy Asset Management, LLC | 17,420 | $2.24M | 0.02% | +1,501+9.4% | Added |
| Capstone Investment Advisors, LLC | 17,469 | $2.24M | 0.02% | +2,085+13.6% | Added |
| Atria Wealth Solutions, Inc. | 17,973 | $2.31M | 0.05% | −9,880−35.5% | Reduced |