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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 6,405 | $1.60M | 0.07% | −809−11.2% | Reduced |
| SRS Capital Advisors, Inc. | 6,235 | $1.61M | 0.05% | +1,983+46.6% | Added |
| Cresset Asset Management, LLC | 6,436 | $1.61M | 0.01% | +2,493+63.2% | Added |
| Wincap Financial LLC | 6,454 | $1.62M | 1.08% | +6,454 | New |
| Brown Advisory Inc | 6,534 | $1.64M | 0.00% | +698+12.0% | Added |
| Capstone Investment Advisors, LLC | 6,560 | $1.64M | 0.01% | −41,588−86.4% | Reduced |
| FSA Advisors, Inc. | 6,592 | $1.65M | 1.09% | +379+6.1% | Added |
| GM Advisory Group, Inc. | 6,631 | $1.66M | 0.06% | −1,233−15.7% | Reduced |
| Ellevest, Inc. | 6,641 | $1.66M | 0.23% | +373+6.0% | Added |
| Fideuram Asset Management (Ireland) dac | 6,864 | $1.67M | 0.21% | +1,553+29.2% | Added |
| BankChampaign, National Association | 6,651 | $1.67M | 1.65% | −405−5.7% | Reduced |
| Skopos Labs, Inc. | 6,670 | $1.67M | 0.05% | +2,085+45.5% | Added |
| Evolve Private Wealth, LLC | 6,689 | $1.68M | 0.09% | +674+11.2% | Added |
| Gardner Lewis Asset Management L P | 6,722 | $1.68M | 0.36% | −1,595−19.2% | Reduced |
| Brookstone Capital Management | 6,725 | $1.69M | 0.02% | +4,352+183.4% | Added |
| Investment Research Partners LLC | 6,742 | $1.69M | 0.69% | +202+3.1% | Added |
| Belpointe Asset Management LLC | 6,746 | $1.69M | 0.06% | −2,622−28.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,748 | $1.69M | 0.00% | +6,748 | New |
| Peterson Wealth Services | 6,754 | $1.69M | 0.42% | −30−0.4% | Reduced |
| XTX Topco Ltd | 6,758 | $1.69M | 0.03% | −17,537−72.2% | Reduced |
| OneAscent Financial Services LLC | 6,774 | $1.70M | 0.09% | −307−4.3% | Reduced |
| Wealth Effects LLC | 6,851 | $1.72M | 0.61% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,856 | $1.72M | 0.26% | −5,729−45.5% | Reduced |
| Cloverfields Capital Group, LP | 6,925 | $1.74M | 0.56% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,968 | $1.75M | 0.10% | +124+1.8% | Added |
| Sanders Morris Harris LLC | 7,000 | $1.75M | 0.28% | +7,000 | New |
| Clearstead Advisors, LLC | 7,011 | $1.76M | 0.02% | +296+4.4% | Added |
| EverSource Wealth Advisors, LLC | 7,036 | $1.76M | 0.05% | +2,055+41.3% | Added |
| Daymark Wealth Partners, LLC | 7,090 | $1.78M | 0.06% | +325+4.8% | Added |
| Centaurus Financial, Inc. | 7,119 | $1.78M | 0.08% | +1,669+30.6% | Added |
| Delta Investment Management, LLC | 7,128 | $1.79M | 0.32% | −179−2.4% | Reduced |
| Hudson Bay Capital Management LP | 7,142 | $1.79M | 0.01% | −957,462−99.3% | Reduced |
| Parcion Private Wealth LLC | 7,183 | $1.80M | 0.11% | +642+9.8% | Added |
| Emerald Advisers, LLC | 7,216 | $1.81M | 0.06% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 7,220 | $1.81M | 0.45% | +130+1.8% | Added |
| Ritholtz Wealth Management | 7,238 | $1.81M | 0.03% | +4,190+137.5% | Added |
| Essential Partners LLC | 7,239 | $1.81M | 0.61% | +140+2.0% | Added |
| Gsa Capital Partners LLP | 7,241 | $1.81M | 0.11% | +1,082+17.6% | Added |
| Morris Retirement Advisors, LLC | 7,265 | $1.82M | 0.74% | +267+3.8% | Added |
| Arlington Capital Management, Inc. | 7,269 | $1.82M | 1.03% | −614−7.8% | Reduced |
| DSG Capital Advisors, LLC | 7,274 | $1.82M | 0.29% | +680+10.3% | Added |
| LDR Capital Management LLC | 7,301 | $1.83M | 2.46% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 7,336 | $1.84M | 0.19% | −1,749−19.3% | Reduced |
| Richmond Investment Services, LLC | 7,343 | $1.84M | 0.30% | −671−8.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 7,349 | $1.84M | 1.06% | +7,349 | New |
| Waterloo Capital, L.P. | 7,368 | $1.85M | 0.13% | −1,326−15.3% | Reduced |
| Pensionmark Financial Group, LLC | 7,373 | $1.85M | 0.03% | +916+14.2% | Added |
| AIA Group Ltd | 7,392 | $1.85M | 0.03% | 00.0% | Unchanged |
| Agf Management Ltd | 7,421 | $1.86M | 0.01% | −3,126−29.6% | Reduced |
| AE Wealth Management LLC | 7,460 | $1.87M | 0.01% | −1,423−16.0% | Reduced |
| Qtron Investments LLC | 7,501 | $1.88M | 0.25% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,502 | $1.88M | 0.11% | +1,726+29.9% | Added |
| Alps Advisors Inc | 7,509 | $1.88M | 0.01% | −2,290−23.4% | Reduced |
| Titiun Yejiel | 7,590 | $1.90M | 1.93% | −1,060−12.3% | Reduced |
| Sivia Capital Partners, LLC | 7,596 | $1.90M | 0.37% | +2,105+38.3% | Added |
| Keybank National Association | 7,607 | $1.91M | 0.01% | +238+3.2% | Added |
| WealthPlan Investment Management, LLC | 7,697 | $1.93M | 0.11% | −677−8.1% | Reduced |
| L & S Advisors Inc | 7,747 | $1.94M | 0.24% | −7,129−47.9% | Reduced |
| Cladis Investment Advisory, LLC | 7,785 | $1.95M | 1.07% | −1,815−18.9% | Reduced |
| Congress Asset Management Co | 7,800 | $1.95M | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 7,513 | $1.96M | 0.06% | −409−5.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,605 | $1.97M | 0.35% | +950+14.3% | Added |
| Dynamic Advisor Solutions LLC | 7,881 | $1.97M | 0.06% | +348+4.6% | Added |
| Kingsview Wealth Management, LLC | 7,901 | $1.98M | 0.03% | +689+9.6% | Added |
| Parisi Gray Wealth Management | 7,912 | $1.98M | 0.47% | +4,005+102.5% | Added |
| Intellectus Partners, LLC | 7,925 | $1.99M | 0.41% | −350−4.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 7,998 | $2.00M | 0.47% | −4,029−33.5% | Reduced |
| Rithm Capital Corp. | 8,000 | $2.00M | 2.98% | +1,000+14.3% | Added |
| New Paradigm Capital Management, LLC | 8,000 | $2.00M | 4.28% | +8,000 | New |
| CAPROCK Group, Inc. | 8,000 | $2.00M | 0.05% | +4,902+158.2% | Added |
| Oddo BHF Asset Management SAS | 8,062 | $2.02M | 0.08% | +8,062 | New |
| Principal Securities, Inc. | 8,070 | $2.02M | 0.03% | +1,141+16.5% | Added |
| Quantbot Technologies LP | 8,103 | $2.03M | 0.08% | −45,305−84.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,105 | $2.03M | 0.70% | +285+3.6% | Added |
| Chesley Taft & Associates LLC | 8,145 | $2.04M | 0.09% | −1,279−13.6% | Reduced |
| E. Ohman J:or Asset Management AB | 8,292 | $2.08M | 0.06% | −300−3.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,293 | $2.08M | 0.44% | +8,293 | New |
| Change Path, LLC | 8,334 | $2.09M | 0.05% | −1,456−14.9% | Reduced |
| Harvest Investment Services, LLC | 8,377 | $2.10M | 0.38% | −107−1.3% | Reduced |
| Shariaportfolio, Inc. | 8,414 | $2.11M | 0.93% | −3,540−29.6% | Reduced |
| Highland Capital Management, LLC | 8,466 | $2.12M | 0.11% | +4,411+108.8% | Added |
| Foresight Group Ltd Liability Partnership | 9,076 | $2.12M | 0.38% | +4,487+97.8% | Added |
| Valeo Financial Advisors, LLC | 8,502 | $2.13M | 0.05% | −433−4.8% | Reduced |
| Flputnam Investment Management Co | 8,515 | $2.13M | 0.03% | −21−0.2% | Reduced |
| Level Four Advisory Services, LLC | 8,554 | $2.14M | 0.07% | −1,644−16.1% | Reduced |
| SMART Wealth LLC | 8,574 | $2.15M | 0.63% | +4,770+125.4% | Added |
| Galaxy Digital Capital Management GP LLC | 8,630 | $2.16M | 2.78% | −12,173−58.5% | Reduced |
| Westover Capital Advisors, LLC | 8,691 | $2.18M | 0.40% | −100−1.1% | Reduced |
| Signaturefd, LLC | 8,721 | $2.19M | 0.03% | +1,501+20.8% | Added |
| J. Safra Sarasin Holding AG | 8,747 | $2.19M | 0.04% | −1,218−12.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,758 | $2.19M | 0.11% | +8,758 | New |
| Ring Mountain Capital, LLC | 8,785 | $2.20M | 1.20% | +121+1.4% | Added |
| Herbst Group, LLC | 8,800 | $2.21M | 1.36% | +8,800 | New |
| BCJ Capital Management, LLC | 8,842 | $2.22M | 0.12% | +8,842 | New |
| Harbor Investment Advisory, LLC | 8,903 | $2.23M | 0.18% | +76+0.9% | Added |
| New Wave Wealth Advisors LLC | 8,913 | $2.23M | 0.78% | +1,975+28.5% | Added |
| EP Wealth Advisors, LLC | 8,926 | $2.24M | 0.01% | +2,690+43.1% | Added |
| Hallmark Capital Management Inc | 8,991 | $2.25M | 0.15% | +6,599+275.9% | Added |
| Kennedy Investment Group | 9,018 | $2.26M | 0.88% | −454−4.8% | Reduced |
| Oakmont Investment Advisors, Inc. | 9,052 | $2.27M | 2.08% | +437+5.1% | Added |