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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 4,746 | $609.5K | 0.01% | +3,263+220.0% | Added |
| Fiduciary Trust Co | 4,741 | $608.8K | 0.01% | +4,741 | New |
| Argent Trust Co | 4,715 | $605.5K | 0.02% | +295+6.7% | Added |
| Veracity Capital LLC | 4,713 | $605.2K | 0.21% | −203−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,930 | $603.9K | 0.00% | −16,220−76.7% | Reduced |
| Kingsman Wealth Management, Inc. | 4,695 | $602.9K | 0.38% | +10.0% | Added |
| Eqis Capital Management, Inc. | 4,668 | $599.5K | 0.05% | +1,672+55.8% | Added |
| IFG Advisory, LLC | 4,641 | $596.0K | 0.03% | +452+10.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $590.7K | 0.10% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 4,595 | $590.0K | 0.20% | +4,595 | New |
| MONECO Advisors, LLC | 4,591 | $589.6K | 0.05% | −8−0.2% | Reduced |
| Left Brain Wealth Management, LLC | 4,575 | $587.5K | 0.21% | +4,575 | New |
| SCS Capital Management LLC | 4,561 | $585.7K | 0.01% | +15+0.3% | Added |
| Leavell Investment Management, Inc. | 4,545 | $583.6K | 0.03% | +1,215+36.5% | Added |
| Costello Asset Management, INC | 4,497 | $577.5K | 0.22% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,438 | $569.9K | 0.03% | +85+2.0% | Added |
| Sivia Capital Partners, LLC | 4,417 | $567.2K | 0.19% | +4,417 | New |
| Opinicus Capital, Inc. | 4,405 | $565.7K | 0.43% | −2,877−39.5% | Reduced |
| Harbour Investments, Inc. | 4,376 | $561.9K | 0.01% | +2,138+95.5% | Added |
| Peak Financial Advisors LLC | 4,364 | $560.4K | 0.29% | +4,364 | New |
| Metis Global Partners, LLC | 4,335 | $556.7K | 0.01% | −2,012−31.7% | Reduced |
| Sax Wealth Advisors, LLC | 4,335 | $556.6K | 0.03% | −102−2.3% | Reduced |
| GeoWealth Management, LLC | 4,326 | $555.5K | 0.02% | −41−0.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,315 | $554.1K | 0.17% | −6,768−61.1% | Reduced |
| Kane Investment Management, Inc. | 4,307 | $553.0K | 0.29% | −2,277−34.6% | Reduced |
| Insight Wealth Partners, LLC | 4,301 | $552.3K | 0.31% | +1,180+37.8% | Added |
| Herold Advisors, Inc. | 4,288 | $550.6K | 0.12% | +345+8.7% | Added |
| Transcend Wealth Collective, LLC | 4,269 | $548.2K | 0.04% | −82−1.9% | Reduced |
| Raleigh Capital Management Inc. | 4,250 | $545.7K | 0.23% | −175−4.0% | Reduced |
| Hancock Whitney Corp | 4,163 | $534.6K | 0.01% | −62,469−93.8% | Reduced |
| Heritage Trust Co | 4,152 | $533.2K | 0.06% | +506+13.9% | Added |
| Parallel Advisors, LLC | 4,152 | $533.1K | 0.01% | +722+21.0% | Added |
| Trinity Financial Advisors LLC | 4,135 | $531.0K | 0.16% | +4,135 | New |
| Kestra Private Wealth Services, LLC | 4,129 | $530.2K | 0.01% | −29−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,122 | $529.0K | 0.07% | +950+29.9% | Added |
| Maridea Wealth Management LLC | 4,087 | $524.8K | 0.14% | +4,087 | New |
| Hartford Funds Management Co LLC | 4,074 | $523.4K | 0.05% | +4,074 | New |
| WealthBridge Capital Management, LLC | 4,057 | $520.9K | 0.13% | +954+30.7% | Added |
| Regions Financial Corp | 4,052 | $520.3K | 0.00% | +4,052 | New |
| Fort Sheridan Advisors LLC | 4,031 | $517.6K | 0.07% | +500+14.2% | Added |
| Grange Capital, LLC | 4,028 | $517.2K | 0.54% | −2,235−35.7% | Reduced |
| Interchange Capital Partners, LLC | 4,020 | $516.2K | 0.12% | −149−3.6% | Reduced |
| Hantz Financial Services, Inc. | 4,006 | $514.0K | 0.01% | +626+18.5% | Added |
| United Capital Management of KS, Inc. | 4,000 | $513.6K | 0.08% | +4,000 | New |
| EverSource Wealth Advisors, LLC | 4,000 | $513.6K | 0.02% | +2,092+109.6% | Added |
| First Dallas Securities Inc. | 3,993 | $512.8K | 0.20% | +978+32.4% | Added |
| Swisher Financial Concepts, Inc. | 3,982 | $511.3K | 0.33% | +428+12.0% | Added |
| Global Trust Asset Management, LLC | 3,974 | $510.3K | 0.27% | +3,974 | New |
| LaSalle St. Investment Advisors, LLC | 3,956 | $508.0K | 0.14% | +521+15.2% | Added |
| Kadensa Capital Ltd | 3,925 | $504.0K | 0.08% | +3,925 | New |
| Stratos Wealth Partners, LTD. | 3,850 | $494.4K | 0.01% | −23−0.6% | Reduced |
| Partners Capital Investment Group, LLP | 3,838 | $492.8K | 0.02% | +3,838 | New |
| Cornerstone Wealth Management, LLC | 3,834 | $492.3K | 0.03% | +3,834 | New |
| Seelaus Asset Management LLC | 3,830 | $491.8K | 0.44% | +3,830 | New |
| Washington Capital Management Inc | 3,795 | $487.3K | 0.36% | +3,795 | New |
| Nemes Rush Group LLC | 3,787 | $486.3K | 0.05% | +38+1.0% | Added |
| First Horizon Advisors, Inc. | 3,782 | $485.7K | 0.01% | −309−7.6% | Reduced |
| Prakash Investment Advisors LLC | 6,710 | $484.5K | 0.54% | −10−0.1% | Reduced |
| Transcendent Capital Group LLC | 3,771 | $484.2K | 0.25% | +3,771 | New |
| Kovitz Investment Group Partners, LLC | 3,767 | $483.8K | 0.00% | +3,767 | New |
| Cigna Investments Inc | 3,755 | $482.0K | 0.08% | +127+3.5% | Added |
| Spire Wealth Management | 3,750 | $481.5K | 0.02% | +1,096+41.3% | Added |
| Atomi Financial Group, Inc. | 3,724 | $478.2K | 0.02% | +353+10.5% | Added |
| FineMark National Bank & Trust | 3,721 | $477.8K | 0.02% | −309−7.7% | Reduced |
| Change Path, LLC | 3,699 | $475.0K | 0.01% | +684+22.7% | Added |
| Global Assets Advisory, LLC | 3,841 | $470.7K | 0.18% | −2,159−36.0% | Reduced |
| Redwood Financial Network Corp | 3,633 | $466.5K | 0.32% | +3,633 | New |
| Moneta Group Investment Advisors LLC | 3,622 | $465.1K | 0.01% | −29−0.8% | Reduced |
| Wedmont Private Capital | 3,604 | $462.6K | 0.02% | +639+21.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,596 | $461.8K | 0.05% | +69+2.0% | Added |
| Compagnie Lombard Odier SCmA | 3,560 | $457.1K | 0.01% | +250+7.6% | Added |
| Summit Trail Advisors, LLC | 3,555 | $456.5K | 0.01% | +3,555 | New |
| Hazlett, Burt & Watson, Inc. | 3,553 | $456.0K | 0.19% | +1,455+69.4% | Added |
| Nations Financial Group Inc, | 3,545 | $455.3K | 0.03% | +3,545 | New |
| Grandview Asset Management LLC | 3,536 | $454.0K | 0.15% | +96+2.8% | Added |
| Summit X, LLC | 3,526 | $452.9K | 0.08% | +3,526 | New |
| Claro Advisors LLC | 3,518 | $451.7K | 0.07% | −2,197−38.4% | Reduced |
| Liberty Wealth Management LLC | 3,517 | $451.7K | 0.07% | +3,517 | New |
| Hummer Financial Advisory Services Inc | 3,500 | $449.4K | 0.34% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,495 | $448.8K | 0.01% | +220+6.7% | Added |
| Geneos Wealth Management Inc. | 3,494 | $448.7K | 0.01% | +251+7.7% | Added |
| CoreCap Advisors, LLC | 3,476 | $446.4K | 0.02% | +2,104+153.4% | Added |
| Stock Yards Bank & Trust Co | 3,452 | $443.3K | 0.01% | +581+20.2% | Added |
| Mizuho Markets Cayman LP | 3,432 | $440.7K | 0.03% | −11,444−76.9% | Reduced |
| Guinness Asset Management LTD | 3,421 | $439.1K | 0.01% | −790−18.8% | Reduced |
| Brookwood Investment Group LLC | 3,414 | $438.4K | 0.07% | +14+0.4% | Added |
| Fedenia Advisers LLC | 3,380 | $434.0K | 0.21% | +3,380 | New |
| Aaron Wealth Advisors | 3,373 | $433.1K | 0.04% | −27−0.8% | Reduced |
| Leo Wealth, LLC | 3,363 | $431.9K | 0.03% | −1,127−25.1% | Reduced |
| PDS Planning, Inc | 3,357 | $431.1K | 0.03% | +47+1.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,355 | $430.8K | 0.25% | +3,355 | New |
| Horizon Family Wealth, Inc. | 3,352 | $430.5K | 0.26% | +10.0% | Added |
| Aristeia Capital LLC | 3,352 | $430.4K | 0.01% | +3,352 | New |
| Dudley Capital Management, LLC | 3,345 | $429.5K | 0.22% | −75−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 3,335 | $428.2K | 0.00% | +3,335 | New |
| Bryn Mawr Trust Co | 3,327 | $427.2K | 0.01% | +2,123+176.3% | Added |
| Agf Management Ltd | 3,306 | $424.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,287 | $422.1K | 0.24% | −391−10.6% | Reduced |
| Cahill Financial Advisors Inc | 3,242 | $416.3K | 0.05% | 00.0% | Unchanged |
| Gries Financial LLC | 3,202 | $411.2K | 0.07% | −229−6.7% | Reduced |