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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 35,032 | $4.50M | 0.03% | −37,603−51.8% | Reduced |
| Viking Fund Management LLC | 35,000 | $4.49M | 0.62% | −3,000−7.9% | Reduced |
| Candriam Luxembourg S.C.A. | 34,807 | $4.47M | 0.03% | +1,221+3.6% | Added |
| Steel Peak Wealth Management LLC | 34,768 | $4.46M | 0.17% | +3,706+11.9% | Added |
| Mercer Global Advisors Inc | 34,622 | $4.45M | 0.01% | +16,660+92.8% | Added |
| KMG Fiduciary Partners, LLC | 34,098 | $4.38M | 0.32% | +1,446+4.4% | Added |
| Pinebridge Investments, L.P. | 33,858 | $4.35M | 0.04% | −4,660−12.1% | Reduced |
| Bradley Foster & Sargent Inc | 33,465 | $4.30M | 0.07% | +2,059+6.6% | Added |
| Strategic Global Advisors, LLC | 33,316 | $4.28M | 0.70% | +2,181+7.0% | Added |
| Colony Group, LLC | 32,058 | $4.12M | 0.01% | −2,862−8.2% | Reduced |
| Van Eck Associates Corp | 32,002 | $4.11M | 0.00% | −1,685−5.0% | Reduced |
| Candelo Capital Management LP | 31,568 | $4.05M | 3.88% | +31,568 | New |
| Hollow Brook Wealth Management LLC | 31,493 | $4.04M | 1.18% | +344+1.1% | Added |
| Tredje AP-fonden | 31,438 | $4.04M | 0.03% | +2,951+10.4% | Added |
| Balboa Wealth Partners | 30,982 | $3.98M | 0.80% | +1,574+5.4% | Added |
| HCR Wealth Advisors | 30,958 | $3.98M | 0.47% | +6,357+25.8% | Added |
| Bokf, NA | 30,574 | $3.93M | 0.06% | −13,343−30.4% | Reduced |
| 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 |
| Oak Harvest Investment Services | 30,460 | $3.91M | 0.49% | +30,460 | New |
| Goldstream Capital Management Ltd | 30,098 | $3.86M | 1.66% | +30,098 | New |
| BNP Paribas | 30,043 | $3.86M | 0.13% | +28,558+1,923.1% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $3.85M | 2.50% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 29,602 | $3.80M | 0.70% | −945−3.1% | Reduced |
| Wakefield Asset Management LLLP | 29,520 | $3.79M | 1.06% | −640−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 29,292 | $3.76M | 0.02% | +3,692+14.4% | Added |
| Bank of Nova Scotia | 29,239 | $3.75M | 0.01% | +9,712+49.7% | Added |
| Steward Partners Investment Advisory, LLC | 29,087 | $3.74M | 0.03% | +20,225+228.2% | Added |
| Amalgamated Bank | 28,935 | $3.72M | 0.03% | +3,576+14.1% | Added |
| Stonebridge Financial Group, LLC | 28,698 | $3.69M | 0.36% | −381−1.3% | Reduced |
| Westbourne Investments, Inc. | 28,635 | $3.68M | 1.96% | +23,875+501.6% | Added |
| National Bank of Canada | 28,478 | $3.65M | 0.00% | +15,827+125.1% | Added |
| Electron Capital Partners, LLC | 28,320 | $3.64M | 0.19% | −64−0.2% | Reduced |
| Boothe Investment Group, Inc. | 28,111 | $3.61M | 1.38% | +28,111 | New |
| Perigon Wealth Management, LLC | 27,471 | $3.53M | 0.08% | +2,282+9.1% | Added |
| Nomura Holdings Inc | 27,386 | $3.52M | 0.03% | −132,567−82.9% | Reduced |
| Summerhill Capital Management lnc. | 27,256 | $3.50M | 3.93% | −174−0.6% | Reduced |
| Seascape Capital Management | 27,217 | $3.50M | 1.10% | −356−1.3% | Reduced |
| Scotia Capital Inc. | 27,028 | $3.47M | 0.02% | +3,070+12.8% | Added |
| Atlantic Union Bankshares Corp | 26,993 | $3.47M | 0.08% | +26,993 | New |
| Morse Asset Management, Inc | 26,899 | $3.45M | 0.76% | −1,388−4.9% | Reduced |
| SG Americas Securities, LLC | 26,837 | $3.45M | 0.02% | +26,837 | New |
| Manufacturers Life Insurance Company, The | 26,833 | $3.45M | 0.00% | −11,578−30.1% | Reduced |
| 1858 Wealth Management, LLC | 26,731 | $3.43M | 2.53% | +607+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 26,599 | $3.42M | 0.01% | −10,983−29.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,258 | $3.37M | 1.58% | +40.0% | Added |
| Avantax Advisory Services, Inc. | 26,186 | $3.36M | 0.02% | +1,536+6.2% | Added |
| Corient IA LLC | 26,000 | $3.34M | 1.97% | +26,000 | New |
| Watts Gwilliam & Co., LLC | 23,128 | $3.28M | 0.54% | +3,421+17.4% | Added |
| Seldon Capital LP | 25,218 | $3.24M | 1.41% | −14,364−36.3% | Reduced |
| ASR Vermogensbeheer N.V. | 25,190 | $3.23M | 0.04% | +11,068+78.4% | Added |
| New Age Alpha Advisors, LLC | 25,000 | $3.21M | 0.14% | 00.0% | Unchanged |
| Himension Fund | 24,451 | $3.14M | 0.25% | −6,472−20.9% | Reduced |
| Donoghue Forlines LLC | 24,435 | $3.14M | 0.89% | +24,435 | New |
| AXA S.A. | 24,379 | $3.13M | 0.01% | +11,380+87.5% | Added |
| Legacy Bridge, LLC | 24,373 | $3.13M | 1.49% | +800+3.4% | Added |
| Sovran Advisors, LLC | 24,808 | $3.12M | 0.33% | +246+1.0% | Added |
| Baldwin Investment Management, LLC | 24,301 | $3.12M | 0.38% | −14,130−36.8% | Reduced |
| Caption Management, LLC | 24,150 | $3.10M | 0.28% | +24,150 | New |
| Capital Planning Advisors, LLC | 24,118 | $3.10M | 0.45% | +4,639+23.8% | Added |
| New York State Teachers Retirement System | 23,959 | $3.08M | 0.01% | −1,507−5.9% | Reduced |
| FWL Investment Management, LLC | 23,841 | $3.06M | 0.94% | +10,868+83.8% | Added |
| Callan Family Office, LLC | 23,729 | $3.05M | 0.10% | +11,199+89.4% | Added |
| MetLife Investment Management | 23,656 | $3.04M | 0.02% | +1,636+7.4% | Added |
| Brown, Lisle/Cummings, Inc. | 23,512 | $3.02M | 0.80% | −325−1.4% | Reduced |
| Mezzasalma Advisors, LLC | 23,436 | $3.01M | 0.90% | +1,194+5.4% | Added |
| Toroso Investments, LLC | 23,378 | $3.00M | 0.02% | −58,783−71.5% | Reduced |
| Kentucky Retirement Systems | 22,938 | $2.95M | 0.09% | −1,503−6.1% | Reduced |
| Apollon Wealth Management, LLC | 22,930 | $2.94M | 0.06% | +3,668+19.0% | Added |
| Intech Investment Management LLC | 22,903 | $2.94M | 0.03% | −2,869−11.1% | Reduced |
| Galaxy Digital Capital Management GP LLC | 22,784 | $2.93M | 3.66% | −6,585−22.4% | Reduced |
| Sargent Investment Group, LLC | 20,713 | $2.89M | 0.39% | +6,469+45.4% | Added |
| Meiji Yasuda Life Insurance Co | 22,148 | $2.84M | 0.08% | −221−1.0% | Reduced |
| Graphene Investments SAS | 22,100 | $2.84M | 1.85% | −7,300−24.8% | Reduced |
| ShoreHaven Wealth Partners, LLC | 22,058 | $2.83M | 1.16% | +22,058 | New |
| Graham Capital Management, L.P. | 22,000 | $2.83M | 0.09% | +22,000 | New |
| HighPoint Advisor Group LLC | 21,919 | $2.81M | 0.15% | −179−0.8% | Reduced |
| Fisher Asset Management, LLC | 21,766 | $2.80M | 0.00% | +21,766 | New |
| Trilogy Capital Inc. | 21,727 | $2.79M | 0.14% | +21,727 | New |
| Hennion & Walsh Asset Management, Inc. | 21,723 | $2.79M | 0.11% | +2,030+10.3% | Added |
| Smith, Salley & Associates | 21,570 | $2.77M | 0.16% | +1,981+10.1% | Added |
| Trexquant Investment LP | 21,487 | $2.76M | 0.03% | −157,053−88.0% | Reduced |
| Oppenheimer Asset Management Inc. | 21,143 | $2.71M | 0.03% | −4,928−18.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 21,066 | $2.71M | 0.08% | +8,421+66.6% | Added |
| Carroll Investors, Inc | 21,047 | $2.70M | 1.43% | +5,396+34.5% | Added |
| Eley Financial Management, Inc | 20,947 | $2.69M | 1.03% | −2,887−12.1% | Reduced |
| Wedbush Securities Inc | 20,913 | $2.69M | 0.09% | −2,429−10.4% | Reduced |
| Bard Financial Services, Inc. | 20,675 | $2.65M | 0.32% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 20,538 | $2.64M | 0.09% | +7,845+61.8% | Added |
| NBC Securities, Inc. | 20,527 | $2.63M | 0.22% | −271−1.3% | Reduced |
| Union Square Park Capital Management, LLC | 20,000 | $2.57M | 2.24% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 19,666 | $2.53M | 0.52% | +19,666 | New |
| Commerce Bank | 19,593 | $2.52M | 0.01% | −1,146−5.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 19,530 | $2.51M | 0.46% | +2,774+16.6% | Added |
| Principal Financial Group Inc | 19,523 | $2.51M | 0.00% | −126,303−86.6% | Reduced |
| Wealthcare Advisory Partners LLC | 19,360 | $2.49M | 0.06% | +796+4.3% | Added |
| Elm Partners Management LLC | 19,053 | $2.45M | 0.14% | +19,053 | New |
| Illinois Municipal Retirement Fund | 18,927 | $2.43M | 0.03% | +213+1.1% | Added |
| Merit Financial Group, LLC | 18,738 | $2.41M | 0.03% | +5,029+36.7% | Added |
| Axxcess Wealth Management, LLC | 18,666 | $2.40M | 0.06% | +8,319+80.4% | Added |