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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 18,617 | $2.39M | 0.07% | −43,852−70.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,573 | $2.38M | 0.05% | +7,195+63.2% | Added |
| Kennedy Investment Group | 18,517 | $2.38M | 1.01% | +1,376+8.0% | Added |
| Maryland State Retirement & Pension System | 18,491 | $2.37M | 0.05% | +1,756+10.5% | Added |
| Meridian Wealth Management, LLC | 18,143 | $2.33M | 0.10% | −2,988−14.1% | Reduced |
| Gulf International Bank (UK) Ltd | 18,128 | $2.33M | 0.08% | −2,594−12.5% | Reduced |
| Hunting Hill Global Capital, LLC | 18,100 | $2.32M | 1.26% | +3,296+22.3% | Added |
| Albar Capital Partners LLP | 18,085 | $2.32M | 0.40% | +18,085 | New |
| Parsons Capital Management Inc | 18,016 | $2.31M | 0.14% | −7,720−30.0% | Reduced |
| Telligent Fund, LP | 18,000 | $2.31M | 2.11% | −3,000−14.3% | Reduced |
| Atria Wealth Solutions, Inc. | 17,973 | $2.31M | 0.05% | −9,880−35.5% | Reduced |
| Capstone Investment Advisors, LLC | 17,469 | $2.24M | 0.02% | +2,085+13.6% | Added |
| O'Shaughnessy Asset Management, LLC | 17,420 | $2.24M | 0.02% | +1,501+9.4% | Added |
| Integrated Wealth Concepts LLC | 17,374 | $2.23M | 0.02% | +7,578+77.4% | Added |
| Vega Investment Solutions | 17,312 | $2.22M | 0.52% | −2,678−13.4% | Reduced |
| Pallas Capital Advisors LLC | 17,288 | $2.22M | 0.08% | +8,619+99.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,039 | $2.19M | 0.02% | +3,409+25.0% | Added |
| Prospera Financial Services Inc | 17,000 | $2.18M | 0.04% | +5,615+49.3% | Added |
| Horizon Kinetics Asset Management LLC | 16,835 | $2.16M | 0.03% | +695+4.3% | Added |
| Bouvel Investment Partners, LLC | 16,819 | $2.16M | 0.73% | +5,839+53.2% | Added |
| Quaero Capital S.A. | 16,781 | $2.15M | 2.70% | +1,530+10.0% | Added |
| Optimas Capital Ltd | 16,600 | $2.13M | 2.25% | +16,600 | New |
| Advisors Asset Management, Inc. | 16,518 | $2.12M | 0.04% | +1,889+12.9% | Added |
| Elo Mutual Pension Insurance Co | 16,336 | $2.10M | 0.04% | −2,602−13.7% | Reduced |
| Arkadios Wealth Advisors | 16,297 | $2.09M | 0.06% | −544−3.2% | Reduced |
| Squarepoint Ops LLC | 16,263 | $2.09M | 0.00% | −221,187−93.2% | Reduced |
| E. Ohman J:or Asset Management AB | 16,250 | $2.09M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 16,205 | $2.08M | 0.01% | +98+0.6% | Added |
| Ameritas Advisory Services, LLC | 16,195 | $2.08M | 0.11% | −10,958−40.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,106 | $2.07M | 0.07% | +6,425+66.4% | Added |
| Castle Rock Wealth Management, LLC | 16,243 | $2.07M | 0.48% | +16,243 | New |
| Haven Capital Group, Inc. | 16,083 | $2.06M | 1.82% | +706+4.6% | Added |
| Ancora Advisors, LLC | 15,859 | $2.04M | 0.04% | +13,525+579.5% | Added |
| MidWestOne Financial Group, Inc. | 15,806 | $2.03M | 0.26% | +15,806 | New |
| Cloverfields Capital Group, LP | 15,688 | $2.01M | 0.60% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 15,601 | $2.00M | 0.08% | −3,029−16.3% | Reduced |
| Liontrust Investment Partners LLP | 15,473 | $1.99M | 0.03% | −51,991−77.1% | Reduced |
| Vestcor Inc | 15,412 | $1.98M | 0.06% | −6,857−30.8% | Reduced |
| Easterly Investment Partners LLC | 15,390 | $1.98M | 0.14% | 00.0% | Unchanged |
| Sandler Capital Management | 15,363 | $1.97M | 0.68% | +15,363 | New |
| Atom Investors LP | 15,277 | $1.96M | 0.17% | −6,536−30.0% | Reduced |
| Coastal Bridge Advisors, LLC | 15,249 | $1.96M | 0.16% | +15,249 | New |
| Lighthouse Financial LLC | 15,161 | $1.95M | 1.49% | +1,244+8.9% | Added |
| Atria Investments LLC | 15,091 | $1.94M | 0.02% | +4,437+41.6% | Added |
| CIBC World Markets Corp | 15,063 | $1.93M | 0.01% | −1,162−7.2% | Reduced |
| Brinker Capital Investments, LLC | 15,057 | $1.93M | 0.02% | −10,288−40.6% | Reduced |
| Mirova | 15,000 | $1.93M | 0.27% | +5,000+50.0% | Added |
| Shelton Wealth Management, LLC | 14,988 | $1.92M | 0.97% | +5,660+60.7% | Added |
| Integrated Advisors Network LLC | 14,873 | $1.91M | 0.09% | +4,954+49.9% | Added |
| Guardian Asset Advisors, LLC | 14,814 | $1.90M | 1.09% | +2,428+19.6% | Added |
| Azzad Asset Management Inc | 14,702 | $1.89M | 0.20% | +14,702 | New |
| Edmond de Rothschild Holding S.A. | 14,578 | $1.87M | 0.03% | −571−3.8% | Reduced |
| Darwin Advisors, LLC | 14,531 | $1.87M | 0.65% | +4,183+40.4% | Added |
| Wealth Management Partners, LLC | 14,682 | $1.85M | 0.66% | +3,197+27.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,425 | $1.85M | 0.10% | −634−4.2% | Reduced |
| Sig Brokerage, LP | 14,382 | $1.85M | 0.51% | −27,080−65.3% | Reduced |
| Altfest L J & Co Inc | 14,359 | $1.84M | 0.22% | +4,776+49.8% | Added |
| J.W. Cole Advisors, Inc. | 14,277 | $1.83M | 0.04% | +2,945+26.0% | Added |
| Rockline Wealth Management, LLC | 14,106 | $1.81M | 0.43% | +1,338+10.5% | Added |
| Globeflex Capital L P | 14,100 | $1.81M | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 14,015 | $1.80M | 0.06% | +10,643+315.6% | Added |
| Global Retirement Partners, LLC | 14,002 | $1.80M | 0.04% | +14,002 | New |
| Arosa Capital Management LP | 14,000 | $1.80M | 1.31% | +14,000 | New |
| Koshinski Asset Management, Inc. | 13,853 | $1.78M | 0.13% | +1,491+12.1% | Added |
| Thrivent Financial for Lutherans | 13,986 | $1.78M | 0.00% | +4,314+44.6% | Added |
| RSM US Wealth Management LLC | 13,838 | $1.78M | 0.02% | +5,270+61.5% | Added |
| Snowden Capital Advisors LLC | 13,825 | $1.78M | 0.05% | +770+5.9% | Added |
| Nicholas Investment Partners, LP | 13,795 | $1.77M | 0.16% | −22,499−62.0% | Reduced |
| Werlinich Asset Management, LLC | 13,785 | $1.77M | 0.97% | −45−0.3% | Reduced |
| Shell Asset Management Co | 13,769 | $1.77M | 0.06% | +2,916+26.9% | Added |
| Sunbelt Securities, Inc. | 15,533 | $1.76M | 0.16% | −780−4.8% | Reduced |
| Hodges Capital Management Inc. | 13,742 | $1.76M | 0.17% | −4,190−23.4% | Reduced |
| Polianta Ltd | 13,700 | $1.76M | 0.76% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 13,630 | $1.75M | 0.07% | +1,353+11.0% | Added |
| Finivi Inc. | 13,591 | $1.75M | 1.18% | +538+4.1% | Added |
| WBI Investments | 13,515 | $1.74M | 0.45% | +9,937+277.7% | Added |
| Ostrum Asset Management | 13,512 | $1.74M | 0.08% | +3,564+35.8% | Added |
| DRW Securities, LLC | 13,408 | $1.72M | 0.12% | +13,408 | New |
| Copeland Capital Management, LLC | 13,266 | $1.70M | 0.04% | +3,973+42.8% | Added |
| J. Safra Sarasin Holding AG | 13,200 | $1.70M | 0.03% | −17,677−57.2% | Reduced |
| Element Pointe Advisors, LLC | 13,043 | $1.67M | 0.41% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 13,018 | $1.67M | 0.87% | −1,956−13.1% | Reduced |
| Aspire Private Capital, LLC | 13,001 | $1.67M | 0.39% | −583−4.3% | Reduced |
| Floyd Financial Group LLC | 13,030 | $1.67M | 1.54% | +2,118+19.4% | Added |
| PFG Investments, LLC | 12,970 | $1.67M | 0.10% | +5,134+65.5% | Added |
| SBI Securities Co., Ltd. | 12,815 | $1.65M | 0.05% | −1,125−8.1% | Reduced |
| Westpac Banking Corp | 12,812 | $1.65M | 0.11% | +6,411+100.2% | Added |
| New England Research & Management, Inc. | 12,780 | $1.64M | 0.78% | +2,537+24.8% | Added |
| Park Avenue Securities LLC | 12,677 | $1.63M | 0.01% | +12,677 | New |
| IFP Advisors, Inc | 12,602 | $1.62M | 0.05% | +6,895+120.8% | Added |
| Cladis Investment Advisory, LLC | 12,500 | $1.61M | 1.01% | +125+1.0% | Added |
| AXS Investments LLC | 12,500 | $1.61M | 0.66% | 00.0% | Unchanged |
| Novare Capital Management LLC | 12,290 | $1.58M | 0.13% | +7,500+156.6% | Added |
| Horizon Investments, LLC | 12,249 | $1.57M | 0.02% | +10,449+580.5% | Added |
| GM Advisory Group, Inc. | 12,236 | $1.57M | 0.08% | −7,670−38.5% | Reduced |
| Bowen Hanes & Co Inc | 12,000 | $1.54M | 0.04% | 00.0% | Unchanged |
| B&L Asset Management LLC | 11,984 | $1.54M | 0.88% | +7,243+152.8% | Added |
| Harbour Capital Advisors, LLC | 12,250 | $1.52M | 0.32% | −5,600−31.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,717 | $1.50M | 0.12% | −146−1.2% | Reduced |
| Spirit of America Management Corp | 11,700 | $1.50M | 0.31% | 00.0% | Unchanged |