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 |
|---|---|---|---|---|---|
| Stance Capital LLC | 11,600 | $1.49M | 0.56% | +11,600 | New |
| Level Four Advisory Services, LLC | 11,567 | $1.49M | 0.05% | +2,480+27.3% | Added |
| Independent Financial Group, LLC | 11,431 | $1.47M | 0.04% | +3,809+50.0% | Added |
| Eos Management, L.P. | 11,377 | $1.46M | 0.63% | +11,377 | New |
| Vident Advisory, LLC | 11,254 | $1.45M | 0.02% | −1,814−13.9% | Reduced |
| Gabelli Funds LLC | 11,000 | $1.41M | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 10,916 | $1.40M | 0.03% | +616+6.0% | Added |
| Clear Harbor Asset Management, LLC | 10,910 | $1.40M | 0.11% | +3,610+49.5% | Added |
| Krilogy Financial LLC | 10,883 | $1.40M | 0.08% | +10,883 | New |
| Sigma Planning Corp | 10,865 | $1.40M | 0.04% | +2,611+31.6% | Added |
| Carl P. Sherr & Co., LLC | 10,759 | $1.38M | 0.70% | −80−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 11,357 | $1.37M | 0.59% | +1,010+9.8% | Added |
| Dark Forest Capital Management LP | 10,591 | $1.36M | 0.05% | +10,591 | New |
| Hilltop Holdings Inc. | 10,547 | $1.35M | 0.09% | +1,659+18.7% | Added |
| AE Wealth Management LLC | 10,531 | $1.35M | 0.01% | +452+4.5% | Added |
| Sequoia Financial Advisors, LLC | 10,394 | $1.33M | 0.01% | +2,643+34.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 10,358 | $1.33M | 0.03% | +10,358 | New |
| Sound View Wealth Advisors Group, LLC | 10,350 | $1.33M | 0.10% | −1,353−11.6% | Reduced |
| Huntington National Bank | 10,317 | $1.32M | 0.01% | +3,942+61.8% | Added |
| International Assets Investment Management, LLC | 10,302 | $1.32M | 0.11% | +989+10.6% | Added |
| Generali Asset Management SPA SGR | 10,256 | $1.32M | 0.03% | +8,792+600.5% | Added |
| Belpointe Asset Management LLC | 10,230 | $1.31M | 0.05% | +3,834+59.9% | Added |
| Fiduciary Family Office, LLC | 10,181 | $1.31M | 0.43% | +3,387+49.9% | Added |
| Custom Index Systems, LLC | 10,059 | $1.29M | 0.62% | +1,242+14.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,018 | $1.29M | 0.06% | +10,018 | New |
| LDR Capital Management LLC | 10,016 | $1.29M | 1.66% | −3,494−25.9% | Reduced |
| EdgeRock Capital LLC | 10,009 | $1.29M | 0.41% | +229+2.3% | Added |
| KP Management LLC | 10,000 | $1.28M | 0.52% | −17,171−63.2% | Reduced |
| Shelton Capital Management | 10,000 | $1.28M | 0.03% | +5,000+100.0% | Added |
| Carmignac Gestion | 10,000 | $1.28M | 0.02% | +10,000 | New |
| Wahed Invest LLC | 9,960 | $1.28M | 0.19% | +560+6.0% | Added |
| Catalyst Capital Advisors LLC | 9,850 | $1.26M | 0.03% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 9,844 | $1.26M | 0.06% | +9,844 | New |
| Moors & Cabot, Inc. | 9,831 | $1.26M | 0.06% | −3,216−24.6% | Reduced |
| Mutual Advisors, LLC | 9,168 | $1.26M | 0.03% | +704+8.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,735 | $1.25M | 0.09% | −675−6.5% | Reduced |
| Buckingham Strategic Partners | 9,679 | $1.24M | 0.02% | +5,027+108.1% | Added |
| Pitcairn Co | 9,614 | $1.23M | 0.08% | −749−7.2% | Reduced |
| Platinum Investment Management Ltd | 9,539 | $1.22M | 0.08% | +9,539 | New |
| Applied Finance Capital Management, LLC | 9,491 | $1.22M | 0.08% | +9,491 | New |
| CWM Advisors, LLC | 9,450 | $1.21M | 0.13% | −3,381−26.4% | Reduced |
| Flputnam Investment Management Co | 9,446 | $1.21M | 0.02% | −4,001−29.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,393 | $1.21M | 0.01% | −92,548−90.8% | Reduced |
| Quartz Partners, LLC | 9,342 | $1.20M | 0.55% | +511+5.8% | Added |
| Chesley Taft & Associates LLC | 9,262 | $1.19M | 0.05% | +485+5.5% | Added |
| Vise Technologies, Inc. | 9,225 | $1.18M | 0.05% | +9,225 | New |
| iA Global Asset Management Inc. | 9,147 | $1.18M | 0.02% | +5,173+130.2% | Added |
| Retireful, LLC | 3,103 | $1.17M | 0.81% | +3,103 | New |
| Prosperity Wealth Management, Inc. | 9,080 | $1.17M | 0.43% | −1,503−14.2% | Reduced |
| Quantum Private Wealth, LLC | 9,058 | $1.16M | 0.38% | +2,320+34.4% | Added |
| Cito Capital Group, LLC | 9,000 | $1.16M | 0.40% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 9,000 | $1.16M | 0.11% | −7,000−43.8% | Reduced |
| Oasis Management Co Ltd. | 9,000 | $1.16M | 0.27% | +9,000 | New |
| Citizens Financial Group Inc | 8,914 | $1.14M | 0.02% | +213+2.4% | Added |
| Investment Management Corp of Ontario | 8,900 | $1.14M | 0.02% | −1,200−11.9% | Reduced |
| Arlington Capital Management, Inc. | 8,867 | $1.14M | 0.99% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8,804 | $1.13M | 0.41% | +79+0.9% | Added |
| NTV Asset Management LLC | 8,800 | $1.13M | 0.14% | +4,000+83.3% | Added |
| Caldwell Investment Management Ltd. | 8,700 | $1.12M | 0.97% | +8,700 | New |
| Congress Asset Management Co | 8,674 | $1.11M | 0.01% | −48−0.6% | Reduced |
| Emerald Advisers, LLC | 8,635 | $1.11M | 0.04% | +661+8.3% | Added |
| StoneCrest Wealth Management, Inc. | 8,619 | $1.11M | 0.53% | +834+10.7% | Added |
| Point72 Italy, S.r.l. | 8,500 | $1.09M | 0.54% | +8,500 | New |
| Intellectus Partners, LLC | 8,375 | $1.08M | 0.23% | −545−6.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,349 | $1.07M | 0.01% | −2,266−21.3% | Reduced |
| WealthPlan Investment Management, LLC | 8,308 | $1.07M | 0.08% | +1,475+21.6% | Added |
| Qtron Investments LLC | 8,222 | $1.06M | 0.13% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 8,191 | $1.05M | 0.09% | −75−0.9% | Reduced |
| Keybank National Association | 8,187 | $1.05M | 0.00% | −615−7.0% | Reduced |
| Ring Mountain Capital, LLC | 8,114 | $1.05M | 0.64% | +364+4.7% | Added |
| Jacobs Levy Equity Management, Inc | 8,047 | $1.03M | 0.00% | +8,047 | New |
| Alps Advisors Inc | 8,024 | $1.03M | 0.01% | +3,989+98.9% | Added |
| Westport Asset Management Inc | 8,000 | $1.03M | 0.45% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,981 | $1.02M | 0.03% | +809+11.3% | Added |
| Guardian Capital LP | 7,832 | $1.01M | 0.04% | +768+10.9% | Added |
| Virginia Retirement Systems Et Al | 7,800 | $1.00M | 0.01% | +7,800 | New |
| National Asset Management, Inc. | 7,777 | $998.6K | 0.05% | −717−8.4% | Reduced |
| Richmond Investment Services, LLC | 7,774 | $998.3K | 0.21% | +1,655+27.0% | Added |
| Greenberg Financial Group | 2,981 | $998.1K | 0.38% | −933−23.8% | Reduced |
| JBR Co Financial Management Inc | 7,760 | $996.5K | 0.49% | +252+3.4% | Added |
| Brighton Jones LLC | 7,712 | $990.3K | 0.03% | +7,712 | New |
| Kingswood Wealth Advisors, LLC | 7,702 | $989.0K | 0.08% | −408−5.0% | Reduced |
| Rithm Capital Corp. | 7,700 | $988.8K | 1.98% | +3,000+63.8% | Added |
| Prime Capital Investment Advisors, LLC | 7,680 | $986.1K | 0.01% | −4,239−35.6% | Reduced |
| Prestige Wealth Management Group LLC | 7,636 | $980.5K | 0.20% | +151+2.0% | Added |
| Paradigm Financial Partners, LLC | 7,628 | $979.5K | 0.11% | +1,998+35.5% | Added |
| Dover Advisors, LLC | 7,555 | $970.1K | 0.43% | +750+11.0% | Added |
| Key Client Fiduciary Advisors, LLC | 7,544 | $968.7K | 0.40% | +615+8.9% | Added |
| Coldstream Capital Management Inc | 7,517 | $965.3K | 0.02% | +586+8.5% | Added |
| Simon Quick Advisors, LLC | 7,509 | $964.2K | 0.05% | −4,518−37.6% | Reduced |
| Cannon Global Investment Management, LLC | 7,500 | $963.1K | 2.62% | +7,500 | New |
| Catalyst Funds Management Pty Ltd | 7,500 | $963.1K | 0.27% | +7,500 | New |
| Westover Capital Advisors, LLC | 7,435 | $954.7K | 0.19% | −4,584−38.1% | Reduced |
| Morris Retirement Advisors, LLC | 7,409 | $951.4K | 0.45% | −1,731−18.9% | Reduced |
| Kestra Investment Management, LLC | 7,439 | $951.1K | 0.01% | +7,365+9,952.7% | Added |
| Cornerstone Select Advisors, LLC | 7,384 | $948.2K | 0.83% | +3,487+89.5% | Added |
| Hohimer Wealth Management, LLC | 7,264 | $932.8K | 0.17% | −229−3.1% | Reduced |
| Benjamin Edwards Inc | 7,173 | $921.2K | 0.01% | −585−7.5% | Reduced |
| Concurrent Investment Advisors, LLC | 7,168 | $920.4K | 0.02% | +1,739+32.0% | Added |
| Wealth Effects LLC | 7,150 | $918.2K | 0.34% | −1,000−12.3% | Reduced |