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 |
|---|---|---|---|---|---|
| Broadleaf Partners, LLC | 70,531 | $9.06M | 1.99% | −417−0.6% | Reduced |
| Toronto Dominion Bank | 70,012 | $8.99M | 0.02% | +16,319+30.4% | Added |
| Riposte Capital LLC | 70,000 | $8.99M | 4.48% | −100,000−58.8% | Reduced |
| Goodlander Investment Management, LLC | 70,000 | $8.99M | 3.69% | +70,000 | New |
| Badgley Phelps Wealth Managers, LLC | 69,513 | $8.93M | 0.20% | +8,313+13.6% | Added |
| First American Bank | 68,039 | $8.74M | 0.60% | −2,075−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 67,684 | $8.69M | 0.10% | +5,733+9.3% | Added |
| Hood River Capital Management LLC | 67,652 | $8.69M | 0.12% | +67,652 | New |
| Prudential Financial Inc | 67,343 | $8.65M | 0.01% | −42,953−38.9% | Reduced |
| TD Asset Management Inc | 65,435 | $8.40M | 0.01% | −401−0.6% | Reduced |
| Ripple Effect Asset Management LP | 65,300 | $8.39M | 4.78% | +65,300 | New |
| Zimmer Partners, LP | 65,000 | $8.35M | 0.19% | −85,000−56.7% | Reduced |
| Covalis Capital LLP | 64,302 | $8.26M | 1.04% | +64,302 | New |
| Baker Avenue Asset Management, LP | 63,092 | $8.10M | 0.23% | −8,127−11.4% | Reduced |
| Chase Investment Counsel Corp | 62,415 | $8.01M | 2.56% | +8,175+15.1% | Added |
| Pathstone Holdings, LLC | 61,879 | $7.95M | 0.03% | +12,574+25.5% | Added |
| Creative Planning | 60,540 | $7.77M | 0.01% | +4,584+8.2% | Added |
| Two Sigma Advisers, LP | 60,200 | $7.73M | 0.02% | +26,700+79.7% | Added |
| Utah Retirement Systems | 60,169 | $7.73M | 0.08% | +811+1.4% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.20% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 59,892 | $7.69M | 0.10% | +2,450+4.3% | Added |
| Neville Rodie & Shaw Inc | 59,460 | $7.63M | 0.57% | +4,105+7.4% | Added |
| HighTower Advisors, LLC | 59,438 | $7.63M | 0.01% | +8,788+17.4% | Added |
| Independence Bank of Kentucky | 59,114 | $7.59M | 1.08% | +6,341+12.0% | Added |
| Truist Financial Corp | 58,192 | $7.47M | 0.01% | −14,583−20.0% | Reduced |
| Sumitomo Life Insurance Co | 58,136 | $7.47M | 0.51% | +6,737+13.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 57,789 | $7.42M | 0.07% | +5,782+11.1% | Added |
| MML Investors Services, LLC | 57,510 | $7.38M | 0.02% | +16,067+38.8% | Added |
| British Columbia Investment Management Corp | 56,913 | $7.31M | 0.04% | −11,273−16.5% | Reduced |
| Simplex Trading, LLC | 56,103 | $7.20M | 0.19% | +56,103 | New |
| Kovack Advisors, Inc. | 55,142 | $7.08M | 0.69% | −6,550−10.6% | Reduced |
| Teacher Retirement System of Texas | 54,901 | $7.05M | 0.03% | +2,774+5.3% | Added |
| Sit Investment Associates Inc | 54,237 | $6.96M | 0.15% | +1,088+2.0% | Added |
| Tiaa Trust, National Association | 54,070 | $6.94M | 0.02% | −89,329−62.3% | Reduced |
| Royal Fund Management, LLC | 53,446 | $6.86M | 0.73% | −7,903−12.9% | Reduced |
| Harvest Fund Management Co., Ltd | 59,077 | $6.81M | 0.32% | +11,734+24.8% | Added |
| Strategic Blueprint, LLC | 52,881 | $6.79M | 0.33% | +1,414+2.7% | Added |
| Bulltick Wealth Management, LLC | 52,560 | $6.75M | 1.67% | +52,560 | New |
| Game Creek Capital, LP | 52,250 | $6.71M | 3.44% | −250−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 52,130 | $6.69M | 0.00% | +6,057+13.1% | Added |
| Advisory Services Network, LLC | 45,448 | $6.62M | 0.11% | −10,641−19.0% | Reduced |
| Grassi Investment Management | 51,435 | $6.61M | 0.53% | +3,535+7.4% | Added |
| Empowered Funds, LLC | 51,294 | $6.59M | 0.07% | +39,737+343.8% | Added |
| Wealthfront Advisers LLC | 51,131 | $6.57M | 0.02% | +5,792+12.8% | Added |
| Stephens Inc | 50,261 | $6.45M | 0.09% | +2,536+5.3% | Added |
| Mackenzie Financial Corp | 50,231 | $6.45M | 0.01% | −303−0.6% | Reduced |
| Jackson Square Capital, LLC | 50,123 | $6.44M | 1.43% | +50,123 | New |
| Northwestern Mutual Wealth Management Co | 49,993 | $6.42M | 0.00% | +3,612+7.8% | Added |
| Alerus Financial NA | 49,839 | $6.40M | 0.46% | −289−0.6% | Reduced |
| Sanctuary Advisors, LLC | 49,703 | $6.38M | 0.04% | +10,780+27.7% | Added |
| Ethic Inc. | 49,526 | $6.30M | 0.11% | +5,990+13.8% | Added |
| Dnca Finance | 48,360 | $6.21M | 0.47% | −12,140−20.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,050 | $6.17M | 0.15% | +48,050 | New |
| MYDA Advisors LLC | 48,000 | $6.16M | 1.73% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 47,000 | $6.04M | 0.05% | +47,000 | New |
| Pinnacle Associates Ltd | 46,912 | $6.02M | 0.09% | +3,818+8.9% | Added |
| Pennant Select, LLC | 46,800 | $6.01M | 4.61% | −3,200−6.4% | Reduced |
| Penserra Capital Management LLC | 46,594 | $5.98M | 0.08% | +12,174+35.4% | Added |
| Phoenix Holdings Ltd. | 46,726 | $5.98M | 0.08% | +43,026+1,162.9% | Added |
| CWM, LLC | 46,371 | $5.96M | 0.02% | +16,161+53.5% | Added |
| Nwam LLC | 40,139 | $5.84M | 0.34% | +6,928+20.9% | Added |
| Clark Capital Management Group, Inc. | 44,929 | $5.77M | 0.04% | −5,022−10.1% | Reduced |
| Mitchell Capital Management Co | 44,294 | $5.72M | 1.07% | +44,294 | New |
| Leeward Financial Partners, LLC | 43,657 | $5.61M | 1.78% | +1,400+3.3% | Added |
| Venture Visionary Partners LLC | 43,451 | $5.58M | 0.21% | +7,983+22.5% | Added |
| Blair William & Co | 43,259 | $5.55M | 0.02% | +2,405+5.9% | Added |
| Eagle Bluffs Wealth Management LLC | 43,104 | $5.53M | 2.63% | +425+1.0% | Added |
| Great Valley Advisor Group, Inc. | 42,974 | $5.52M | 0.12% | +2,846+7.1% | Added |
| Southeast Asset Advisors Inc. | 42,514 | $5.46M | 0.65% | −951−2.2% | Reduced |
| Otter Creek Advisors, LLC | 42,436 | $5.45M | 4.09% | +42,436 | New |
| Ulland Investment Advisors, LLC | 42,170 | $5.42M | 4.13% | −2,939−6.5% | Reduced |
| Next Century Growth Investors LLC | 41,859 | $5.38M | 0.42% | +11,005+35.7% | Added |
| Oak Ridge Investments LLC | 41,668 | $5.35M | 0.38% | +556+1.4% | Added |
| Lazard Asset Management LLC | 41,552 | $5.33M | 0.01% | −28,183−40.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 41,353 | $5.31M | 0.26% | −6,155−13.0% | Reduced |
| Brant Point Investment Management LLC | 41,197 | $5.29M | 1.21% | +1,354+3.4% | Added |
| MAI Capital Management | 41,177 | $5.29M | 0.04% | −447−1.1% | Reduced |
| L & S Advisors Inc | 40,805 | $5.24M | 0.52% | +26,154+178.5% | Added |
| Bank of Hawaii | 40,639 | $5.22M | 0.28% | +7,124+21.3% | Added |
| Wolverine Trading, LLC | 40,763 | $5.18M | 0.13% | +40,763 | New |
| LGT Group Foundation | 40,163 | $5.16M | 0.06% | −1,910−4.5% | Reduced |
| M&T Bank Corp | 40,144 | $5.15M | 0.02% | −1,098−2.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,339 | $5.05M | 0.44% | +127+0.3% | Added |
| Lighthouse Investment Partners, LLC | 39,320 | $5.05M | 0.22% | +1,930+5.2% | Added |
| Kestra Advisory Services, LLC | 38,320 | $4.92M | 0.02% | −2,947−7.1% | Reduced |
| Swiss Life Asset Management Ltd | 38,110 | $4.89M | 0.03% | +12,411+48.3% | Added |
| JustInvest LLC | 37,939 | $4.87M | 0.05% | +4,541+13.6% | Added |
| Sone Capital Management, LLC | 37,780 | $4.85M | 0.45% | +37,780 | New |
| Thor Investment Management Inc | 37,399 | $4.80M | 3.26% | +46+0.1% | Added |
| CI Private Wealth, LLC | 37,188 | $4.78M | 0.01% | +4,034+12.2% | Added |
| Knollwood Investment Advisory, LLC | 36,975 | $4.75M | 0.46% | +4,025+12.2% | Added |
| Kieckhefer Group LLC | 36,404 | $4.67M | 2.53% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 36,021 | $4.63M | 0.53% | +3,695+11.4% | Added |
| Old West Investment Management, LLC | 35,967 | $4.62M | 1.52% | +1,962+5.8% | Added |
| Rowland & Co Investment Counsel | 35,825 | $4.60M | 0.95% | +267+0.8% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 35,745 | $4.59M | 0.71% | −62,255−63.5% | Reduced |
| Brevan Howard Capital Management LP | 35,744 | $4.59M | 0.05% | +17,744+98.6% | Added |
| Avanza Fonder AB | 35,269 | $4.53M | 0.13% | +2,527+7.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 35,158 | $4.52M | 0.03% | +6,848+24.2% | Added |
| Davidson Capital Management Inc. | 35,092 | $4.51M | 1.08% | +8,858+33.8% | Added |