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 |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 2,368 | $303.0K | 0.02% | −3,954−62.5% | Reduced |
| Sym Financial Corp | 2,348 | $301.5K | 0.03% | +2,348 | New |
| Frank, Rimerman Advisors LLC | 2,326 | $298.7K | 0.02% | +2,326 | New |
| Empire Financial Management Company, LLC | 2,314 | $297.1K | 0.09% | +2,314 | New |
| Everhart Financial Group, Inc. | 2,305 | $296.0K | 0.03% | +2,305 | New |
| Stratos Wealth Advisors, LLC | 2,300 | $295.4K | 0.02% | −545−19.2% | Reduced |
| Barton Investment Management | 2,300 | $295.3K | 0.03% | +2,300 | New |
| Camden Capital, LLC | 2,291 | $294.2K | 0.03% | +2,291 | New |
| Naviter Wealth, LLC | 2,289 | $293.9K | 0.04% | +2,289 | New |
| TigerOak Management, L.L.C. | 2,286 | $293.5K | 0.10% | +2,286 | New |
| Advisor OS, LLC | 2,278 | $292.5K | 0.03% | +2,278 | New |
| Twinbeech Capital LP | 2,254 | $289.4K | 0.01% | −914,645−99.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,253 | $289.3K | 0.14% | +517+29.8% | Added |
| Essex Financial Services, Inc. | 2,252 | $289.1K | 0.02% | +2,252 | New |
| Horizon Investment Services, LLC | 2,240 | $287.6K | 0.13% | +2,240 | New |
| World Equity Group, Inc. | 2,235 | $287.0K | 0.08% | +2,235 | New |
| Glass Jacobson Investment Advisors llc | 2,218 | $284.9K | 0.11% | +86+4.0% | Added |
| Black Swift Group, LLC | 2,200 | $282.5K | 0.06% | +2,200 | New |
| Parisi Gray Wealth Management | 2,195 | $281.8K | 0.08% | +2,195 | New |
| Waterfront Wealth Inc. | 2,194 | $281.7K | 0.06% | +2,194 | New |
| Larson Financial Group LLC | 2,189 | $281.1K | 0.01% | −158−6.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,167 | $278.3K | 0.00% | −403−15.7% | Reduced |
| SkyOak Wealth, LLC | 2,165 | $278.0K | 0.06% | −3,000−58.1% | Reduced |
| Continuum Advisory, LLC | 2,165 | $278.0K | 0.03% | +533+32.7% | Added |
| HM Payson & Co | 2,150 | $276.1K | 0.00% | +500+30.3% | Added |
| MQS Management LLC | 2,132 | $273.8K | 0.15% | +2,132 | New |
| Secure Asset Management, LLC | 2,121 | $272.3K | 0.05% | +2,121 | New |
| Accurate Wealth Management, LLC | 2,248 | $271.9K | 0.04% | +2,248 | New |
| Zions Bancorporation, National Association | 2,106 | $270.4K | 0.01% | +2,106 | New |
| Davenport & Co LLC | 2,100 | $269.7K | 0.00% | +2,100 | New |
| Valeo Financial Advisors, LLC | 2,095 | $269.1K | 0.01% | +2,095 | New |
| Fukoku Mutual Life Insurance Co | 2,094 | $268.9K | 0.02% | +2,094 | New |
| BostonPremier Wealth LLC | 2,091 | $268.5K | 0.15% | +2,091 | New |
| Synovus Financial Corp | 2,090 | $268.4K | 0.00% | +2,090 | New |
| Founders Financial Securities LLC | 2,089 | $268.2K | 0.02% | +2,089 | New |
| Fortress Private Ledger, LLC | 2,079 | $267.0K | 0.12% | +2,079 | New |
| Gryphon Financial Partners LLC | 2,058 | $264.3K | 0.03% | +2,058 | New |
| Beacon Financial Advisory LLC | 2,055 | $263.9K | 0.07% | +2,055 | New |
| Forum Financial Management, LP | 2,041 | $262.1K | 0.00% | −811−28.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,034 | $261.1K | 0.04% | +2,034 | New |
| Liberty One Investment Management, LLC | 2,020 | $259.4K | 0.03% | +137+7.3% | Added |
| Investment Partners, Ltd. | 2,003 | $257.3K | 0.10% | +2,003 | New |
| Canton Hathaway, LLC | 2,000 | $257.0K | 0.05% | +2,000 | New |
| Financial Sense Advisors, Inc. | 2,000 | $256.8K | 0.06% | +2,000 | New |
| PDT Partners, LLC | 2,000 | $256.8K | 0.01% | +2,000 | New |
| Gallacher Capital Management LLC | 2,000 | $256.8K | 0.12% | +2,000 | New |
| Siren, L.L.C. | 2,000 | $256.8K | 0.01% | +2,000 | New |
| Gsa Capital Partners LLP | 1,997 | $256.0K | 0.02% | −1,822−47.7% | Reduced |
| Lebenthal Global Advisors, LLC | 1,950 | $250.4K | 0.05% | +1,950 | New |
| Nautilus Advisors LLC | 1,946 | $249.9K | 0.18% | +1,946 | New |
| Gitterman Wealth Management, LLC | 1,938 | $248.9K | 0.06% | +1,938 | New |
| Register Financial Advisors LLC | 1,920 | $246.6K | 0.11% | +1,920 | New |
| AIA Group Ltd | 1,915 | $245.9K | 0.01% | −1,039−35.2% | Reduced |
| Clarius Group, LLC | 1,915 | $245.9K | 0.01% | +1,915 | New |
| Park Square Financial Group, LLC | 1,908 | $245.0K | 0.18% | +337+21.5% | Added |
| Omnitrust Wealth Management, Inc | 721 | $241.4K | 0.29% | +721 | New |
| Alta Advisers Ltd | 1,863 | $239.2K | 0.09% | +1,863 | New |
| Reuter James Wealth Management, LLC | 1,832 | $235.2K | 0.04% | +1,832 | New |
| Creative Financial Designs Inc | 1,806 | $231.9K | 0.02% | +165+10.1% | Added |
| Dorsey & Whitney Trust CO LLC | 1,794 | $230.4K | 0.01% | +1,794 | New |
| Golden State Equity Partners | 1,790 | $229.9K | 0.04% | +1,790 | New |
| N.E.W. Advisory Services LLC | 1,786 | $229.4K | 0.02% | −5,816−76.5% | Reduced |
| Westhampton Capital, LLC | 1,785 | $229.2K | 0.12% | +1,785 | New |
| GWN Securities Inc. | 1,784 | $229.1K | 0.04% | −4,080−69.6% | Reduced |
| Howard Capital Management Inc. | 1,783 | $229.0K | 0.00% | +1,783 | New |
| HBK Sorce Advisory LLC | 1,776 | $228.1K | 0.01% | +1,776 | New |
| NorthRock Partners, LLC | 1,768 | $227.1K | 0.01% | +1,768 | New |
| MBL Wealth, LLC | 1,767 | $226.9K | 0.02% | +1,767 | New |
| Good Life Advisors, LLC | 1,765 | $226.6K | 0.01% | +1,765 | New |
| Pension & Wealth Management Advisors, Inc. | 1,760 | $226.0K | 0.08% | −2,342−57.1% | Reduced |
| Woodmont Investment Counsel LLC | 1,749 | $224.6K | 0.01% | +1,749 | New |
| Rothschild Investment LLC | 1,748 | $224.4K | 0.01% | +12+0.7% | Added |
| Cura Wealth Advisors, LLC | 1,740 | $223.4K | 0.10% | +1,740 | New |
| Onyx Bridge Wealth Group LLC | 1,727 | $221.8K | 0.03% | +1,727 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 1,726 | $221.6K | 0.05% | +1,726 | New |
| Menard Financial Group LLC | 1,724 | $221.4K | 0.13% | +1,724 | New |
| Two Sigma Securities, LLC | 1,719 | $220.7K | 0.03% | −2,050−54.4% | Reduced |
| Flagship Harbor Advisors, LLC | 1,701 | $218.5K | 0.01% | +1,701 | New |
| Lecap Asset Management Ltd | 1,696 | $217.8K | 0.08% | −31,501−94.9% | Reduced |
| Savant Capital, LLC | 1,695 | $217.7K | 0.00% | +1,695 | New |
| L2 Asset Management, LLC | 1,685 | $216.3K | 0.04% | +1,685 | New |
| Poinciana Advisors Group, LLC | 1,681 | $215.9K | 0.19% | +1,681 | New |
| Inceptionr LLC | 1,670 | $214.4K | 0.05% | −3,146−65.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,665 | $213.8K | 0.06% | +1,665 | New |
| Legacy Capital Group California, Inc. | 1,658 | $212.9K | 0.06% | +1,658 | New |
| Hollencrest Capital Management | 1,655 | $212.5K | 0.01% | +605+57.6% | Added |
| McKinley Carter Wealth Services, Inc. | 1,653 | $212.2K | 0.01% | +1,653 | New |
| Quotient Wealth Partners, LLC | 1,637 | $210.3K | 0.01% | +1,637 | New |
| Net Worth Advisory Group | 1,634 | $209.9K | 0.05% | +1,634 | New |
| denkapparat Operations GmbH | 1,634 | $209.8K | 0.17% | +1,634 | New |
| Rollins Financial Advisors, LLC | 1,630 | $209.4K | 0.03% | −2,363−59.2% | Reduced |
| Gen-Wealth Partners Inc | 1,628 | $209.1K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,621 | $208.2K | 0.05% | +1,621 | New |
| Simmons Bank | 1,590 | $204.2K | 0.01% | +1,590 | New |
| Smith Anglin Financial, LLC | 1,589 | $204.0K | 0.02% | +1,589 | New |
| Fifth Third Bancorp | 1,584 | $203.4K | 0.00% | +35+2.3% | Added |
| Daymark Wealth Partners, LLC | 1,569 | $201.5K | 0.01% | +1,569 | New |
| Bayforest Capital Ltd | 1,531 | $196.6K | 0.09% | −706−31.6% | Reduced |
| ORG Partners LLC | 1,592 | $195.1K | 0.04% | +423+36.2% | Added |
| Bogart Wealth, LLC | 1,472 | $189.0K | 0.01% | +274+22.9% | Added |