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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 1,310 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ2 2025: $39.4B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2025.

Institutions holding VRT in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EP Wealth Advisors, LLC3,195$410.3K0.00%−411−11.4%Reduced
Fullcircle Wealth LLC2,900$406.6K0.15%00.0%Unchanged
Wexford Capital LP3,164$406.3K0.11%−1,444−31.3%Reduced
Optimist Retirement Group LLC3,152$404.7K0.19%+259+9.0%Added
Krane Funds Advisors LLC3,150$404.5K0.02%+3,150New
Ausdal Financial Partners, Inc.3,136$402.7K0.03%+3,136New
Financial Partners Group, Inc3,123$401.0K0.06%+3,123New
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund3,100$398.1K0.02%+3,100New
SFE Investment Counsel3,085$396.1K0.07%00.0%Unchanged
Kaufman Rossin Wealth, LLC3,076$395.0K0.25%+3,076New
Bellecapital International Ltd.3,056$392.4K0.07%+3,056New
Clearstead Advisors, LLC3,041$390.4K0.01%+937+44.5%Added
BOCHK Asset Management Ltd3,000$385.2K0.11%+1,900+172.7%Added
Thompson Davis & Co., Inc.3,000$385.2K0.26%+3,000New
Ulysses Management LLC3,000$385.2K0.08%+3,000New
Cresset Asset Management, LLC2,995$384.6K0.00%−6,654−69.0%Reduced
Jacobi Capital Management LLC2,985$383.3K0.03%+2,985New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,967$381.0K0.05%+2,967New
Voya Financial Advisors, Inc.2,995$380.8K0.04%−99−3.2%Reduced
Optas, LLC2,965$380.7K0.07%−2,743−48.1%Reduced
Investors Asset Management of Georgia Inc2,965$380.7K0.18%+2,965New
Mason & Associates Inc2,944$378.0K0.09%−312−9.6%Reduced
Almanack Investment Partners, LLC.2,943$377.9K0.06%−344−10.5%Reduced
Guerra Pan Advisors, LLC2,930$376.2K0.25%00.0%Unchanged
Aspetuck Financial Management LLC2,928$376.0K0.28%+2,928New
Cantor Fitzgerald, L. P.2,923$375.3K0.01%+2,923New
Ingalls & Snyder LLC2,917$375.0K0.01%−30−1.0%Reduced
LexAurum Advisors, LLC2,910$373.7K0.06%+2,910New
Channel Wealth LLC2,904$372.9K0.11%−17,199−85.6%Reduced
Enclave Advisors LLC2,904$372.9K0.06%+2,904New
Elm3 Financial Group, LLC2,898$372.1K0.31%−184−6.0%Reduced
Ballentine Partners, LLC2,894$371.6K0.01%+2,894New
GAMMA Investing LLC2,893$371.5K0.02%+351+13.8%Added
SRS Capital Advisors, Inc.2,888$370.9K0.02%+288+11.1%Added
Ellevest, Inc.2,845$365.3K0.06%+2,845New
Atticus Wealth Management, LLC2,841$364.9K0.10%+992+53.7%Added
RFG Advisory, LLC2,835$364.1K0.01%+2,835New
Washburn Capital Management, Inc.2,820$362.1K0.21%00.0%Unchanged
Prospect Financial Services LLC2,819$362.0K0.23%−376−11.8%Reduced
Bluesphere Advisors, LLC2,809$360.7K0.18%00.0%Unchanged
Cyndeo Wealth Partners, LLC2,807$360.5K0.02%+2,807New
Centiva Capital, LP2,805$360.2K0.02%+1,332+90.4%Added
Birch Hill Investment Advisors LLC2,795$358.9K0.02%−620−18.2%Reduced
Rockland Trust Co2,793$358.6K0.02%+2,793New
Icon Wealth Advisors, LLC2,783$357.3K0.03%+20+0.7%Added
Reliant Investment Partners, LLC2,775$356.3K0.31%00.0%Unchanged
Platform Technology Partners2,769$355.5K0.09%+2,769New
Titleist Asset Management, LLC2,749$353.0K0.04%+2,749New
Optimize Financial Inc2,748$352.9K0.22%+2,748New
Mindset Wealth Management, LLC2,734$351.1K0.11%−310−10.2%Reduced
NewEdge Wealth, LLC2,519$351.1K0.01%+2,519New
Sowell Financial Services LLC2,729$350.5K0.01%−846−23.7%Reduced
Highline Wealth Partners LLC2,725$349.9K0.10%−651−19.3%Reduced
American Trust2,724$349.8K0.03%+2,724New
Roman Butler Fullerton & Co2,544$349.7K0.10%+2,544New
Livforsakringsbolaget Skandia, Omsesidigt2,721$349.2K0.02%−2,600−48.9%Reduced
Dynasty Wealth Management, LLC2,703$347.1K0.01%−1,653−37.9%Reduced
Allworth Financial LP2,701$346.9K0.00%+2,052+316.2%Added
Chung Wu Investment Group, LLC2,690$345.4K0.36%+2,690New
Inscription Capital, LLC2,674$343.4K0.05%+2,674New
Montag A & Associates Inc2,674$343.4K0.02%−189−6.6%Reduced
Aureus Asset Management, LLC2,673$343.2K0.02%+2,673New
Moody Lynn & Lieberson, LLC2,672$343.1K0.02%+2,672New
Ariadne Wealth Management, LP2,497$343.1K0.16%+189+8.2%Added
Galvin, Gaustad & Stein, LLC2,669$342.7K0.03%+2,669New
Allianz SE2,639$338.9K0.01%−2,348−47.1%Reduced
Consolidated Portfolio Review Corp2,630$337.7K0.05%+2,630New
Synergy Financial Management, LLC2,614$335.7K0.04%+2,614New
Concentrum Wealth Management2,608$334.9K0.11%+2,608New
Sender Co & Partners, Inc.2,600$333.9K0.09%−1,744−40.1%Reduced
Covestor Ltd2,585$332.0K0.20%+1,362+111.4%Added
IHT Wealth Management, LLC2,582$331.6K0.01%+2,582New
Evoke Wealth, LLC2,580$331.3K0.01%+2,580New
Magnolia Capital Management Ltd2,580$331.0K0.26%+2,580New
Bridges Investment Management Inc2,576$330.8K0.00%+2,576New
Congress Park Capital LLC2,570$330.0K0.11%−3,455−57.3%Reduced
Wetherby Asset Management Inc2,563$329.1K0.01%+2,563New
bLong Financial, LLC2,550$327.4K0.25%+2,550New
Alta Capital Management LLC2,541$326.4K0.02%+2,541New
CRA Financial Services, LLC2,538$325.9K0.05%+2,538New
Sharp Financial Services, LLC2,530$324.9K0.21%−1,800−41.6%Reduced
Goldstein Advisors, LLC2,513$322.7K0.04%+2,513New
Sagespring Wealth Partners, LLC2,511$322.4K0.01%+2,511New
Sunpointe, LLC2,503$321.5K0.13%+2,503New
Capital Performance Advisors LLP2,497$320.6K0.06%+2,497New
Assetmark, Inc2,497$320.6K0.00%+1,945+352.4%Added
Advyzon Investment Management, LLC2,481$318.6K0.07%−450−15.4%Reduced
Worth Financial Advisory Group, LLC2,478$318.2K0.20%+2,478New
Abundance Wealth Counselors2,457$316.0K0.06%+2,457New
Am Investment Strategies LLC2,465$316.0K0.07%+2,465New
VestGen Advisors, LLC2,458$315.6K0.01%+2,458New
Smith, Moore & Co.2,456$315.4K0.03%+2,456New
Modera Wealth Management, LLC2,440$313.3K0.00%+2,440New
Skopos Labs, Inc.2,437$312.9K0.04%+1,130+86.5%Added
West Family Investments, Inc.2,418$310.5K0.08%+2,418New
Personal Cfo Solutions, LLC2,415$310.1K0.06%+2,415New
Wealth Management Associates, Inc.2,392$307.2K0.12%+2,392New
Centaurus Financial, Inc.2,392$307.0K0.02%−5−0.2%Reduced
Cavalier Investments, LLC2,372$304.6K0.09%+2,372New
Mane Global Capital Management LP2,369$304.2K0.01%+2,369New