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 |
|---|---|---|---|---|---|
| Telligent Fund, LP | 18,000 | $2.31M | 2.11% | −3,000−14.3% | Reduced |
| Parsons Capital Management Inc | 18,016 | $2.31M | 0.14% | −7,720−30.0% | Reduced |
| Albar Capital Partners LLP | 18,085 | $2.32M | 0.40% | +18,085 | New |
| Hunting Hill Global Capital, LLC | 18,100 | $2.32M | 1.26% | +3,296+22.3% | Added |
| Gulf International Bank (UK) Ltd | 18,128 | $2.33M | 0.08% | −2,594−12.5% | Reduced |
| Meridian Wealth Management, LLC | 18,143 | $2.33M | 0.10% | −2,988−14.1% | Reduced |
| Maryland State Retirement & Pension System | 18,491 | $2.37M | 0.05% | +1,756+10.5% | Added |
| Kennedy Investment Group | 18,517 | $2.38M | 1.01% | +1,376+8.0% | Added |
| Carnegie Capital Asset Management, LLC | 18,573 | $2.38M | 0.05% | +7,195+63.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,617 | $2.39M | 0.07% | −43,852−70.2% | Reduced |
| Axxcess Wealth Management, LLC | 18,666 | $2.40M | 0.06% | +8,319+80.4% | Added |
| Merit Financial Group, LLC | 18,738 | $2.41M | 0.03% | +5,029+36.7% | Added |
| Illinois Municipal Retirement Fund | 18,927 | $2.43M | 0.03% | +213+1.1% | Added |
| Elm Partners Management LLC | 19,053 | $2.45M | 0.14% | +19,053 | New |
| Wealthcare Advisory Partners LLC | 19,360 | $2.49M | 0.06% | +796+4.3% | Added |
| Principal Financial Group Inc | 19,523 | $2.51M | 0.00% | −126,303−86.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 19,530 | $2.51M | 0.46% | +2,774+16.6% | Added |
| Commerce Bank | 19,593 | $2.52M | 0.01% | −1,146−5.5% | Reduced |
| Keystone Investors Pte Ltd | 19,666 | $2.53M | 0.52% | +19,666 | New |
| Union Square Park Capital Management, LLC | 20,000 | $2.57M | 2.24% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20,527 | $2.63M | 0.22% | −271−1.3% | Reduced |
| TCG Advisory Services, LLC | 20,538 | $2.64M | 0.09% | +7,845+61.8% | Added |
| Bard Financial Services, Inc. | 20,675 | $2.65M | 0.32% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,913 | $2.69M | 0.09% | −2,429−10.4% | Reduced |
| Eley Financial Management, Inc | 20,947 | $2.69M | 1.03% | −2,887−12.1% | Reduced |
| Carroll Investors, Inc | 21,047 | $2.70M | 1.43% | +5,396+34.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,066 | $2.71M | 0.08% | +8,421+66.6% | Added |
| Oppenheimer Asset Management Inc. | 21,143 | $2.71M | 0.03% | −4,928−18.9% | Reduced |
| Trexquant Investment LP | 21,487 | $2.76M | 0.03% | −157,053−88.0% | Reduced |
| Smith, Salley & Associates | 21,570 | $2.77M | 0.16% | +1,981+10.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,723 | $2.79M | 0.11% | +2,030+10.3% | Added |
| Trilogy Capital Inc. | 21,727 | $2.79M | 0.14% | +21,727 | New |
| Fisher Asset Management, LLC | 21,766 | $2.80M | 0.00% | +21,766 | New |
| HighPoint Advisor Group LLC | 21,919 | $2.81M | 0.15% | −179−0.8% | Reduced |
| Graham Capital Management, L.P. | 22,000 | $2.83M | 0.09% | +22,000 | New |
| ShoreHaven Wealth Partners, LLC | 22,058 | $2.83M | 1.16% | +22,058 | New |
| Graphene Investments SAS | 22,100 | $2.84M | 1.85% | −7,300−24.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,148 | $2.84M | 0.08% | −221−1.0% | Reduced |
| Sargent Investment Group, LLC | 20,713 | $2.89M | 0.39% | +6,469+45.4% | Added |
| Galaxy Digital Capital Management GP LLC | 22,784 | $2.93M | 3.66% | −6,585−22.4% | Reduced |
| Intech Investment Management LLC | 22,903 | $2.94M | 0.03% | −2,869−11.1% | Reduced |
| Apollon Wealth Management, LLC | 22,930 | $2.94M | 0.06% | +3,668+19.0% | Added |
| Kentucky Retirement Systems | 22,938 | $2.95M | 0.09% | −1,503−6.1% | Reduced |
| Toroso Investments, LLC | 23,378 | $3.00M | 0.02% | −58,783−71.5% | Reduced |
| Mezzasalma Advisors, LLC | 23,436 | $3.01M | 0.90% | +1,194+5.4% | Added |
| Brown, Lisle/Cummings, Inc. | 23,512 | $3.02M | 0.80% | −325−1.4% | Reduced |
| MetLife Investment Management | 23,656 | $3.04M | 0.02% | +1,636+7.4% | Added |
| Callan Family Office, LLC | 23,729 | $3.05M | 0.10% | +11,199+89.4% | Added |
| FWL Investment Management, LLC | 23,841 | $3.06M | 0.94% | +10,868+83.8% | Added |
| New York State Teachers Retirement System | 23,959 | $3.08M | 0.01% | −1,507−5.9% | Reduced |
| Capital Planning Advisors, LLC | 24,118 | $3.10M | 0.45% | +4,639+23.8% | Added |
| Caption Management, LLC | 24,150 | $3.10M | 0.28% | +24,150 | New |
| Baldwin Investment Management, LLC | 24,301 | $3.12M | 0.38% | −14,130−36.8% | Reduced |
| Sovran Advisors, LLC | 24,808 | $3.12M | 0.33% | +246+1.0% | Added |
| Legacy Bridge, LLC | 24,373 | $3.13M | 1.49% | +800+3.4% | Added |
| AXA S.A. | 24,379 | $3.13M | 0.01% | +11,380+87.5% | Added |
| Donoghue Forlines LLC | 24,435 | $3.14M | 0.89% | +24,435 | New |
| Himension Fund | 24,451 | $3.14M | 0.25% | −6,472−20.9% | Reduced |
| New Age Alpha Advisors, LLC | 25,000 | $3.21M | 0.14% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 25,190 | $3.23M | 0.04% | +11,068+78.4% | Added |
| Seldon Capital LP | 25,218 | $3.24M | 1.41% | −14,364−36.3% | Reduced |
| Watts Gwilliam & Co., LLC | 23,128 | $3.28M | 0.54% | +3,421+17.4% | Added |
| Corient IA LLC | 26,000 | $3.34M | 1.97% | +26,000 | New |
| Avantax Advisory Services, Inc. | 26,186 | $3.36M | 0.02% | +1,536+6.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,258 | $3.37M | 1.58% | +40.0% | Added |
| Federation des caisses Desjardins du Quebec | 26,599 | $3.42M | 0.01% | −10,983−29.2% | Reduced |
| 1858 Wealth Management, LLC | 26,731 | $3.43M | 2.53% | +607+2.3% | Added |
| Manufacturers Life Insurance Company, The | 26,833 | $3.45M | 0.00% | −11,578−30.1% | Reduced |
| SG Americas Securities, LLC | 26,837 | $3.45M | 0.02% | +26,837 | New |
| Morse Asset Management, Inc | 26,899 | $3.45M | 0.76% | −1,388−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 26,993 | $3.47M | 0.08% | +26,993 | New |
| Scotia Capital Inc. | 27,028 | $3.47M | 0.02% | +3,070+12.8% | Added |
| Seascape Capital Management | 27,217 | $3.50M | 1.10% | −356−1.3% | Reduced |
| Summerhill Capital Management lnc. | 27,256 | $3.50M | 3.93% | −174−0.6% | Reduced |
| Nomura Holdings Inc | 27,386 | $3.52M | 0.03% | −132,567−82.9% | Reduced |
| Perigon Wealth Management, LLC | 27,471 | $3.53M | 0.08% | +2,282+9.1% | Added |
| Boothe Investment Group, Inc. | 28,111 | $3.61M | 1.38% | +28,111 | New |
| Electron Capital Partners, LLC | 28,320 | $3.64M | 0.19% | −64−0.2% | Reduced |
| National Bank of Canada | 28,478 | $3.65M | 0.00% | +15,827+125.1% | Added |
| Westbourne Investments, Inc. | 28,635 | $3.68M | 1.96% | +23,875+501.6% | Added |
| Stonebridge Financial Group, LLC | 28,698 | $3.69M | 0.36% | −381−1.3% | Reduced |
| Amalgamated Bank | 28,935 | $3.72M | 0.03% | +3,576+14.1% | Added |
| Steward Partners Investment Advisory, LLC | 29,087 | $3.74M | 0.03% | +20,225+228.2% | Added |
| Bank of Nova Scotia | 29,239 | $3.75M | 0.01% | +9,712+49.7% | Added |
| Nisa Investment Advisors, LLC | 29,292 | $3.76M | 0.02% | +3,692+14.4% | Added |
| Wakefield Asset Management LLLP | 29,520 | $3.79M | 1.06% | −640−2.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 29,602 | $3.80M | 0.70% | −945−3.1% | Reduced |
| Merrion Investment Management Co, LLC | 30,000 | $3.85M | 2.50% | 00.0% | Unchanged |
| BNP Paribas | 30,043 | $3.86M | 0.13% | +28,558+1,923.1% | Added |
| Goldstream Capital Management Ltd | 30,098 | $3.86M | 1.66% | +30,098 | New |
| Oak Harvest Investment Services | 30,460 | $3.91M | 0.49% | +30,460 | New |
| NEOS Investment Management LLC | 30,573 | $3.93M | 0.05% | +7,189+30.7% | Added |
| Tema ETFs LLC | 30,573 | $3.93M | 1.04% | +7,900+34.8% | Added |
| Bokf, NA | 30,574 | $3.93M | 0.06% | −13,343−30.4% | Reduced |
| HCR Wealth Advisors | 30,958 | $3.98M | 0.47% | +6,357+25.8% | Added |
| Balboa Wealth Partners | 30,982 | $3.98M | 0.80% | +1,574+5.4% | Added |
| Tredje AP-fonden | 31,438 | $4.04M | 0.03% | +2,951+10.4% | Added |
| Hollow Brook Wealth Management LLC | 31,493 | $4.04M | 1.18% | +344+1.1% | Added |
| Candelo Capital Management LP | 31,568 | $4.05M | 3.88% | +31,568 | New |
| Van Eck Associates Corp | 32,002 | $4.11M | 0.00% | −1,685−5.0% | Reduced |