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, Q1 2026
Institutional positions in Vertiv Holdings Co as of Mar 31, 2026. 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
- 1,841
- +249 vs. Q4 2025
- Shares held
- 315.4M
- +59.8M (+23.4%) vs. Q4 2025
- Total value
- $78.7B
- +$37.3B (+90.1%) vs. Q4 2025
- New holders
- 376
- 671 more added
- Sold out
- 127
- 636 more reduced
22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Camden Capital, LLC | 4,502 | $1.13M | 0.07% | +2,207+96.2% | Added |
| Capital Analysts, LLC | 4,589 | $1.15M | 0.03% | −2,000−30.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $1.15M | 0.16% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,600 | $1.15M | 0.03% | +4,600 | New |
| Lederer & Associates Investment Counsel | 4,624 | $1.16M | 0.82% | −155−3.2% | Reduced |
| Quadcap Wealth Management, LLC | 4,680 | $1.17M | 0.13% | −603−11.4% | Reduced |
| Dynasty Wealth Management, LLC | 4,686 | $1.17M | 0.01% | −338−6.7% | Reduced |
| C M Bidwell & Associates Ltd | 4,692 | $1.18M | 0.55% | −26−0.6% | Reduced |
| Pincus Capital Management, LP | 4,713 | $1.18M | 0.82% | +38+0.8% | Added |
| Fox Run Management, L.L.C. | 5,058 | $1.18M | 0.21% | +1,016+25.1% | Added |
| Claro Advisors LLC | 4,728 | $1.18M | 0.14% | +433+10.1% | Added |
| HighPoint Advisor Group LLC | 4,746 | $1.19M | 0.05% | −22,161−82.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 4,750 | $1.19M | 0.08% | −686−12.6% | Reduced |
| Strategic Investment Advisors | 4,756 | $1.20M | 0.08% | +1,906+66.9% | Added |
| Veracity Capital LLC | 4,797 | $1.20M | 0.43% | −824−14.7% | Reduced |
| NBZ Investment Advisors LLC | 4,805 | $1.20M | 0.53% | +4,805 | New |
| Principal Street Partners, LLC | 4,846 | $1.21M | 0.20% | −937−16.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,870 | $1.22M | 0.02% | −5,153−51.4% | Reduced |
| Dover Advisors, LLC | 4,870 | $1.22M | 0.50% | −1,712−26.0% | Reduced |
| AlTi Global, Inc. | 4,945 | $1.24M | 0.03% | +9+0.2% | Added |
| New England Research & Management, Inc. | 4,950 | $1.24M | 0.52% | −3,479−41.3% | Reduced |
| Central Pacific Bank - Trust Division | 4,989 | $1.25M | 0.16% | −1,000−16.7% | Reduced |
| Fortress Private Ledger, LLC | 4,998 | $1.25M | 0.39% | +275+5.8% | Added |
| WT Asset Management Ltd | 5,000 | $1.25M | 0.03% | −344,173−98.6% | Reduced |
| Harbor Advisors LLC | 5,000 | $1.25M | 0.18% | 00.0% | Unchanged |
| VGI Partners Ltd | 5,000 | $1.25M | 0.07% | +2,500+100.0% | Added |
| Jacobs Levy Equity Management, Inc | 5,009 | $1.26M | 0.01% | −6,196−55.3% | Reduced |
| RFG Advisory, LLC | 5,033 | $1.26M | 0.02% | +1,968+64.2% | Added |
| Balyasny Asset Management LLC | 5,037 | $1.26M | 0.00% | +5,037 | New |
| Segment Wealth Management, LLC | 5,042 | $1.26M | 0.07% | −20.0% | Reduced |
| Hunting Hill Global Capital, LLC | 5,043 | $1.26M | 1.51% | −5,518−52.2% | Reduced |
| Fiduciary Trust Co | 5,046 | $1.26M | 0.01% | +236+4.9% | Added |
| JBR Co Financial Management Inc | 7,817 | $1.27M | 0.53% | 00.0% | Unchanged |
| LMR Partners LLP | 5,075 | $1.27M | 0.01% | −64,925−92.8% | Reduced |
| Win Advisors, Inc | 5,082 | $1.27M | 0.58% | −459−8.3% | Reduced |
| GAMMA Investing LLC | 5,089 | $1.28M | 0.06% | +1,409+38.3% | Added |
| Hudock, Inc. | 5,116 | $1.28M | 0.19% | −489−8.7% | Reduced |
| Presidio Capital Management, LLC | 5,163 | $1.29M | 0.38% | +47+0.9% | Added |
| Hazlett, Burt & Watson, Inc. | 5,139 | $1.29M | 0.41% | +11+0.2% | Added |
| Wedmont Private Capital | 4,637 | $1.30M | 0.04% | +906+24.3% | Added |
| Custom Index Systems, LLC | 5,205 | $1.30M | 0.57% | −54−1.0% | Reduced |
| 71 West Capital Partners | 5,225 | $1.31M | 0.06% | +275+5.6% | Added |
| Accent Capital Management, LLC | 5,226 | $1.31M | 0.64% | +21+0.4% | Added |
| Burling Wealth Partners, LLC | 5,240 | $1.31M | 0.21% | +12+0.2% | Added |
| Insight Wealth Partners, LLC | 5,260 | $1.32M | 0.53% | +6+0.1% | Added |
| McDonald Partners LLC | 5,268 | $1.32M | 0.31% | +343+7.0% | Added |
| Clear Harbor Asset Management, LLC | 5,307 | $1.33M | 0.09% | +18+0.3% | Added |
| Hobbs Group Advisors, LLC | 5,329 | $1.34M | 0.40% | −367−6.4% | Reduced |
| Toth Financial Advisory Corp | 5,330 | $1.34M | 0.15% | +2,200+70.3% | Added |
| Evoke Wealth, LLC | 5,356 | $1.34M | 0.02% | +1,097+25.8% | Added |
| Eastern Bank | 5,380 | $1.35M | 0.02% | +50+0.9% | Added |
| Graham Capital Management, L.P. | 5,400 | $1.35M | 0.05% | −10,849−66.8% | Reduced |
| Catalyst Capital Advisors LLC | 5,425 | $1.36M | 0.03% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 5,431 | $1.36M | 0.77% | −98−1.8% | Reduced |
| DB&C Advisors, LLC | 5,448 | $1.37M | 1.77% | −24−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,453 | $1.37M | 0.07% | +100+1.9% | Added |
| Hartford Funds Management Co LLC | 5,495 | $1.38M | 0.12% | −1,506−21.5% | Reduced |
| Williamson Legacy Group, LLC | 5,509 | $1.38M | 1.03% | +5,509 | New |
| Astoria Portfolio Advisors LLC. | 4,284 | $1.38M | 0.30% | +145+3.5% | Added |
| CoreCap Advisors, LLC | 5,512 | $1.38M | 0.05% | −905−14.1% | Reduced |
| National Asset Management, Inc. | 5,933 | $1.39M | 0.09% | −207−3.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,594 | $1.40M | 0.26% | +1,612+40.5% | Added |
| Precision Wealth Strategies, LLC | 5,608 | $1.41M | 0.47% | +6+0.1% | Added |
| Oxford Wealth Group, LLC | 5,615 | $1.41M | 0.77% | −291−4.9% | Reduced |
| Integrity Alliance, LLC. | 5,625 | $1.41M | 0.05% | +341+6.5% | Added |
| Plancorp, LLC | 4,785 | $1.41M | 0.04% | −540−10.1% | Reduced |
| Silverleafe Capital Partners, LLC | 5,637 | $1.41M | 0.43% | +5,637 | New |
| Formidable Asset Management, LLC | 8,792 | $1.42M | 0.22% | −158−1.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,695 | $1.43M | 0.05% | +3,320+139.8% | Added |
| Sidoxia Capital Management, LLC | 5,710 | $1.43M | 1.24% | +5,710 | New |
| S.A. Mason LLC | 5,712 | $1.43M | 0.54% | −16−0.3% | Reduced |
| GAM Holding AG | 5,748 | $1.44M | 0.13% | +1,457+34.0% | Added |
| Stock Yards Bank & Trust Co | 5,763 | $1.44M | 0.04% | −50−0.9% | Reduced |
| EdgeRock Capital LLC | 5,763 | $1.45M | 0.39% | −2,279−28.3% | Reduced |
| San Luis Wealth Advisors LLC | 5,773 | $1.45M | 0.24% | +328+6.0% | Added |
| Tempo Wealth, LLC | 5,790 | $1.45M | 0.25% | +491+9.3% | Added |
| Aspire Private Capital, LLC | 5,791 | $1.45M | 0.33% | −1,271−18.0% | Reduced |
| Atomi Financial Group, Inc. | 5,833 | $1.46M | 0.05% | +850+17.1% | Added |
| MCF Advisors LLC | 5,877 | $1.47M | 0.06% | +431+7.9% | Added |
| Marin Bay Wealth Advisors, LLC | 5,877 | $1.47M | 0.89% | −52−0.9% | Reduced |
| Berbice Capital Management LLC | 5,900 | $1.48M | 0.97% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 5,908 | $1.48M | 0.40% | +5,908 | New |
| Wright Investors Service Inc | 5,994 | $1.50M | 0.47% | +638+11.9% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,994 | $1.50M | 0.67% | −39−0.6% | Reduced |
| Green Square Capital Advisors LLC | 5,999 | $1.50M | 0.16% | +4+0.1% | Added |
| Westport Asset Management Inc | 6,000 | $1.50M | 0.66% | −2,000−25.0% | Reduced |
| Reuter James Wealth Management, LLC | 6,066 | $1.52M | 0.22% | +4,388+261.5% | Added |
| Golden State Wealth Management, LLC | 6,086 | $1.53M | 0.17% | +865+16.6% | Added |
| Vise Technologies, Inc. | 9,414 | $1.53M | 0.03% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 6,112 | $1.53M | 0.91% | −73−1.2% | Reduced |
| IAM Advisory, LLC | 6,134 | $1.54M | 0.34% | −88−1.4% | Reduced |
| McLaughlin Asset Management, Inc. | 6,151 | $1.54M | 1.47% | −667−9.8% | Reduced |
| Engineers Gate Manager LP | 6,196 | $1.55M | 0.02% | −81,949−93.0% | Reduced |
| Broderick Brian C | 6,200 | $1.55M | 0.29% | +6,200 | New |
| Richard W. Paul & Associates, LLC | 6,219 | $1.56M | 0.52% | −742−10.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,302 | $1.58M | 0.71% | +2,605+70.5% | Added |
| Concorde Asset Management, LLC | 6,303 | $1.58M | 0.77% | −6,453−50.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,344 | $1.59M | 0.04% | −817−11.4% | Reduced |
| Assetmark, Inc | 6,352 | $1.59M | 0.00% | +3,034+91.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 6,360 | $1.59M | 0.35% | −7,200−53.1% | Reduced |