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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 7,018 | $901.2K | 0.05% | +7,018 | New |
| Wright Investors Service Inc | 6,991 | $897.7K | 0.27% | −292−4.0% | Reduced |
| Natixis | 6,944 | $891.7K | 0.00% | +2,745+65.4% | Added |
| Peterson Wealth Services | 6,890 | $884.8K | 0.24% | −10.0% | Reduced |
| Delta Investment Management, LLC | 6,885 | $884.1K | 0.17% | +1,674+32.1% | Added |
| Parcion Private Wealth LLC | 6,880 | $883.5K | 0.06% | +1,253+22.3% | Added |
| Roberts Capital Advisors, LLC | 6,852 | $879.9K | 0.65% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 6,796 | $872.7K | 0.22% | +219+3.3% | Added |
| Edgestream Partners, L.P. | 6,733 | $864.6K | 0.02% | −7,117−51.4% | Reduced |
| National Wealth Management Group, LLC | 6,618 | $849.8K | 0.48% | +6,618 | New |
| Erste Asset Management GmbH | 6,669 | $848.2K | 0.01% | +6,669 | New |
| Total Clarity Wealth Management, Inc. | 6,582 | $845.2K | 0.24% | −460−6.5% | Reduced |
| Signaturefd, LLC | 6,575 | $844.3K | 0.01% | −106−1.6% | Reduced |
| Capital Analysts, LLC | 6,532 | $839.0K | 0.03% | +1,000+18.1% | Added |
| Kingsview Wealth Management, LLC | 6,497 | $834.3K | 0.01% | −208−3.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,462 | $829.8K | 0.01% | +6,462 | New |
| Leonteq Securities AG | 6,457 | $829.1K | 0.05% | −29,945−82.3% | Reduced |
| OneAscent Financial Services LLC | 6,448 | $827.0K | 0.06% | +6,448 | New |
| Principal Street Partners, LLC | 6,422 | $824.6K | 0.08% | −1,419−18.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,440 | $823.3K | 0.02% | −264−3.9% | Reduced |
| Essential Partners LLC | 6,398 | $821.6K | 0.33% | +6,398 | New |
| Western Wealth Management, LLC | 6,387 | $820.2K | 0.05% | +1,225+23.7% | Added |
| Great Lakes Advisors, LLC | 6,376 | $818.7K | 0.01% | +6,376 | New |
| Hudock, Inc. | 6,359 | $816.6K | 0.13% | +981+18.2% | Added |
| United Capital Financial Advisers, LLC | 6,321 | $811.6K | 0.01% | −7,516−54.3% | Reduced |
| Parus Finance (UK) Ltd | 6,287 | $807.3K | 0.23% | +1,228+24.3% | Added |
| Old National Bancorp | 6,279 | $806.3K | 0.01% | +6,279 | New |
| D.A. Davidson & Co. | 6,249 | $802.4K | 0.01% | +439+7.6% | Added |
| Foresight Group Ltd Liability Partnership | 6,238 | $792.9K | 0.11% | +1,115+21.8% | Added |
| Equitable Holdings, Inc. | 6,152 | $790.0K | 0.01% | +201+3.4% | Added |
| FDx Advisors, Inc. | 6,124 | $786.0K | 0.24% | −195−3.1% | Reduced |
| UniSuper Management Pty Ltd | 6,100 | $783.3K | 0.01% | −700−10.3% | Reduced |
| Private Trust Co NA | 6,099 | $783.2K | 0.07% | +1,578+34.9% | Added |
| Huntleigh Advisors, Inc. | 6,049 | $776.8K | 0.15% | +1,321+27.9% | Added |
| Quadcap Wealth Management, LLC | 6,025 | $773.8K | 0.10% | +167+2.9% | Added |
| Presidio Capital Management, LLC | 6,010 | $771.7K | 0.30% | +80+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,994 | $768.8K | 0.00% | +1,242+26.1% | Added |
| Arthur M. Cohen & Associates, LLC | 5,975 | $767.3K | 0.14% | +70+1.2% | Added |
| Prelude Capital Management, LLC | 5,916 | $759.7K | 0.07% | −2,026−25.5% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 5,900 | $757.6K | 0.43% | −880−13.0% | Reduced |
| IAM Advisory, LLC | 5,875 | $754.4K | 0.18% | +311+5.6% | Added |
| Mizuho Securities Co. Ltd. | 5,870 | $753.8K | 2.72% | +5,270+878.3% | Added |
| S.A. Mason LLC | 5,853 | $751.6K | 0.36% | −195−3.2% | Reduced |
| Golden State Wealth Management, LLC | 5,830 | $748.7K | 0.09% | +297+5.4% | Added |
| Focus Financial Network, Inc. | 5,829 | $748.5K | 0.03% | +627+12.1% | Added |
| Cullinan Associates Inc | 5,800 | $744.8K | 0.05% | −1,222−17.4% | Reduced |
| Lido Advisors, LLC | 5,799 | $744.7K | 0.00% | +2,471+74.2% | Added |
| Farther Finance Advisors, LLC | 5,755 | $739.0K | 0.01% | −132−2.2% | Reduced |
| Strategic Investment Advisors | 5,805 | $736.7K | 0.07% | −1,028−15.0% | Reduced |
| FSA Advisors, Inc. | 5,713 | $733.7K | 0.60% | +20.0% | Added |
| Principal Securities, Inc. | 5,706 | $732.7K | 0.01% | +558+10.8% | Added |
| GLOBALT Investments LLC | 5,703 | $732.3K | 0.03% | −20.0% | Reduced |
| Mission Wealth Management, LP | 5,696 | $731.4K | 0.02% | −38−0.7% | Reduced |
| Bridgefront Capital, LLC | 5,673 | $728.5K | 0.19% | +5,673 | New |
| Belvedere Trading LLC | 5,652 | $725.8K | 0.06% | +5,652 | New |
| Westwood Holdings Group Inc. | 5,636 | $723.7K | 0.01% | +206+3.8% | Added |
| Strategies Wealth Advisors, LLC | 5,633 | $723.4K | 0.08% | +3+0.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $717.4K | 0.04% | +5,587 | New |
| SeaCrest Wealth Management, LLC | 5,581 | $716.7K | 0.08% | −218−3.8% | Reduced |
| Eastern Bank | 5,580 | $716.5K | 0.01% | +50+0.9% | Added |
| Mosaic Advisors LLC | 5,545 | $712.0K | 1.05% | −3,335−37.6% | Reduced |
| Green Square Capital Advisors LLC | 5,500 | $706.3K | 0.08% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 5,489 | $704.8K | 0.23% | +5,489 | New |
| Harmony Asset Management LLC | 5,455 | $700.5K | 0.26% | +765+16.3% | Added |
| Gordian Capital Singapore Pte Ltd | 5,450 | $699.8K | 1.06% | +4,150+319.2% | Added |
| Diversified Trust Co | 5,370 | $689.6K | 0.02% | +167+3.2% | Added |
| Winton Group Ltd | 5,366 | $689.0K | 0.04% | +5,366 | New |
| Walleye Capital LLC | 5,350 | $687.0K | 0.01% | +4,229+377.3% | Added |
| Burling Wealth Partners, LLC | 5,314 | $682.4K | 0.13% | +5,314 | New |
| Accent Capital Management, LLC | 5,310 | $681.9K | 0.31% | +63+1.2% | Added |
| Rakuten Securities, Inc. | 5,262 | $675.7K | 0.26% | −2,180−29.3% | Reduced |
| Plancorp, LLC | 5,250 | $674.1K | 0.02% | −55−1.0% | Reduced |
| Calton & Associates, Inc. | 5,222 | $670.6K | 0.12% | +5,222 | New |
| Guidance Capital, Inc | 4,733 | $670.2K | 0.19% | +167+3.7% | Added |
| Yousif Capital Management, LLC | 5,214 | $669.5K | 0.01% | +200+4.0% | Added |
| Pensionmark Financial Group, LLC | 5,211 | $669.2K | 0.02% | +1,732+49.8% | Added |
| Everence Capital Management Inc | 5,200 | $668.0K | 0.04% | −6,930−57.1% | Reduced |
| Gladstone Institutional Advisory LLC | 5,200 | $667.7K | 0.03% | +655+14.4% | Added |
| HB Wealth Management, LLC | 5,189 | $666.4K | 0.01% | −1,466−22.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,144 | $660.5K | 0.04% | +997+24.0% | Added |
| Tripletail Wealth Management, LLC | 4,707 | $660.0K | 0.94% | +4,707 | New |
| Schear Investment Advisers, LLC | 5,095 | $654.2K | 0.32% | +5,095 | New |
| Harbor Investment Advisory, LLC | 5,083 | $652.7K | 0.06% | +499+10.9% | Added |
| FSM Wealth Advisors, LLC | 5,152 | $650.5K | 0.11% | +1,717+50.0% | Added |
| Chicago Partners Investment Group LLC | 4,988 | $649.4K | 0.02% | +806+19.3% | Added |
| C M Bidwell & Associates Ltd | 5,051 | $648.6K | 0.34% | −152−2.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,050 | $648.5K | 0.55% | +5,050 | New |
| Bedell Frazier Investment Counseling, LLC | 5,045 | $647.8K | 0.16% | +40+0.8% | Added |
| Harbor Advisors LLC | 5,000 | $642.0K | 0.11% | 00.0% | Unchanged |
| Nkcfo LLC | 5,000 | $642.0K | 0.27% | +5,000 | New |
| Diversify Advisory Services, LLC | 4,463 | $641.4K | 0.02% | +1,219+37.6% | Added |
| Arete Wealth Advisors, LLC | 4,994 | $641.0K | 0.05% | −470−8.6% | Reduced |
| Segment Wealth Management, LLC | 4,972 | $638.5K | 0.04% | +17+0.3% | Added |
| McDonald Partners LLC | 4,925 | $632.4K | 0.15% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 4,900 | $629.2K | 0.44% | +200+4.3% | Added |
| Waddell & Associates, LLC | 4,886 | $627.4K | 0.07% | +1,290+35.9% | Added |
| AlTi Global, Inc. | 4,874 | $625.9K | 0.02% | +124+2.6% | Added |
| Dakota Wealth Management | 4,859 | $623.9K | 0.01% | −35,220−87.9% | Reduced |
| Lederer & Associates Investment Counsel | 4,812 | $618.0K | 0.41% | −4,572−48.7% | Reduced |
| Capula Management Ltd | 4,800 | $616.4K | 0.01% | +4,800 | New |