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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 9,060 | $2.27M | 0.01% | −51,069−84.9% | Reduced |
| Altrafin AG | 9,206 | $2.31M | 0.79% | +9,206 | New |
| Independent Advisor Alliance | 9,219 | $2.31M | 0.02% | −53,997−85.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,228 | $2.31M | 0.11% | −241−2.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,271 | $2.32M | 0.18% | +3,000+47.8% | Added |
| Fisher Funds Management LTD | 9,298 | $2.33M | 0.07% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 9,371 | $2.35M | 0.16% | −745−7.4% | Reduced |
| Guggenheim Capital LLC | 9,388 | $2.35M | 0.02% | +9,388 | New |
| Phoenix Holdings Ltd. | 9,411 | $2.36M | 0.02% | −4,101−30.4% | Reduced |
| PW Nova Financial Services LLC | 9,475 | $2.37M | 0.60% | +9,475 | New |
| StoneCrest Wealth Management, Inc. | 9,484 | $2.38M | 1.01% | −404−4.1% | Reduced |
| Gabelli Funds LLC | 9,500 | $2.38M | 0.02% | −1,500−13.6% | Reduced |
| Shelton Wealth Management, LLC | 9,552 | $2.39M | 1.05% | −4,280−30.9% | Reduced |
| Parallel Advisors, LLC | 9,564 | $2.40M | 0.04% | +1,463+18.1% | Added |
| Wahed Invest LLC | 9,582 | $2.40M | 0.31% | −435−4.3% | Reduced |
| Brendel Financial Advisors LLC | 9,606 | $2.41M | 1.19% | +9,606 | New |
| Integrated Advisors Network LLC | 9,640 | $2.42M | 0.13% | −2,726−22.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 9,660 | $2.42M | 0.10% | +9,660 | New |
| Truxt Investmentos Ltda. | 9,630 | $2.49M | 1.60% | +9,630 | New |
| Longaeva Partners L.P. | 9,966 | $2.50M | 0.12% | +9,966 | New |
| Union Square Park Capital Management, LLC | 10,000 | $2.51M | 2.19% | +10,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,012 | $2.51M | 0.17% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,030 | $2.51M | 0.69% | +21+0.2% | Added |
| Blue Line Capital, LLC | 10,098 | $2.53M | 2.86% | −518−4.9% | Reduced |
| Tealwood Asset Management Inc | 10,099 | $2.53M | 1.15% | +10,099 | New |
| Platinum Investment Management Ltd | 10,127 | $2.54M | 0.64% | −1,918−15.9% | Reduced |
| Quantum Private Wealth, LLC | 10,211 | $2.56M | 0.79% | +21+0.2% | Added |
| Fiduciary Family Office, LLC | 10,214 | $2.56M | 0.73% | −78−0.8% | Reduced |
| Carl P. Sherr & Co., LLC | 10,270 | $2.57M | 1.21% | −147−1.4% | Reduced |
| Numerai GP LLC | 10,296 | $2.58M | 0.26% | +9,048+725.0% | Added |
| Diversify Wealth Management, LLC | 8,469 | $2.59M | 0.05% | +8,469 | New |
| Securian Asset Management, Inc | 10,378 | $2.60M | 0.10% | +10,378 | New |
| Coldstream Capital Management Inc | 10,499 | $2.63M | 0.03% | +675+6.9% | Added |
| Meeder Advisory Services, Inc. | 10,516 | $2.64M | 0.11% | +231+2.2% | Added |
| Everhart Financial Group, Inc. | 10,522 | $2.64M | 0.22% | +2,258+27.3% | Added |
| Chicago Partners Investment Group LLC | 8,649 | $2.64M | 0.06% | +2,627+43.6% | Added |
| Stratos Wealth Partners, LTD. | 10,542 | $2.64M | 0.03% | −300−2.8% | Reduced |
| Everence Capital Management Inc | 10,544 | $2.64M | 0.16% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 10,585 | $2.65M | 0.17% | +10,585 | New |
| Bowen Hanes & Co Inc | 10,645 | $2.67M | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,670 | $2.67M | 0.04% | +1,240+13.1% | Added |
| Harmony Asset Management LLC | 10,706 | $2.68M | 0.82% | +1,001+10.3% | Added |
| Metis Global Partners, LLC | 10,711 | $2.68M | 0.07% | +7,000+188.6% | Added |
| Pennant Select, LLC | 10,800 | $2.71M | 1.36% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 10,818 | $2.71M | 1.17% | −2,100−16.3% | Reduced |
| Abundance Wealth Counselors | 10,848 | $2.72M | 0.39% | +928+9.4% | Added |
| ShoreHaven Wealth Partners, LLC | 10,858 | $2.72M | 0.98% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 10,861 | $2.72M | 0.68% | +25+0.2% | Added |
| Summit Trail Advisors, LLC | 10,895 | $2.73M | 0.04% | −1,652−13.2% | Reduced |
| Quartz Partners, LLC | 10,901 | $2.73M | 1.06% | −1,160−9.6% | Reduced |
| Graphene Investments SAS | 11,000 | $2.76M | 1.85% | −5,000−31.3% | Reduced |
| North Dakota State Investment Board | 11,022 | $2.76M | 0.12% | −2,374−17.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 11,025 | $2.76M | 0.03% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 11,048 | $2.77M | 0.08% | +11,048 | New |
| Huntington National Bank | 11,073 | $2.77M | 0.02% | +485+4.6% | Added |
| Meiji Yasuda Life Insurance Co | 11,085 | $2.78M | 0.09% | −2,070−15.7% | Reduced |
| Main Management ETF Advisors, LLC | 11,087 | $2.78M | 0.10% | +11,087 | New |
| Spire Wealth Management | 11,098 | $2.78M | 0.09% | −23,226−67.7% | Reduced |
| Floyd Financial Group LLC | 9,426 | $2.84M | 1.89% | −8−0.1% | Reduced |
| Eos Management, L.P. | 11,377 | $2.85M | 1.22% | 00.0% | Unchanged |
| Slow Capital, Inc. | 11,452 | $2.87M | 0.37% | +11,452 | New |
| Prakash Investment Advisors LLC | 11,460 | $2.87M | 2.43% | +2,590+29.2% | Added |
| Bridgeway Capital Management, LLC | 11,500 | $2.88M | 0.06% | +11,500 | New |
| NewEdge Wealth, LLC | 11,517 | $2.89M | 0.03% | +290+2.6% | Added |
| VestGen Advisors, LLC | 7,861 | $2.89M | 0.08% | +2,002+34.2% | Added |
| Paragon Advisors, LLC | 11,577 | $2.90M | 0.78% | +11,577 | New |
| Mandatum Life Insurance Co Ltd | 11,700 | $2.93M | 0.66% | +11,700 | New |
| Meridian Wealth Management, LLC | 11,701 | $2.93M | 0.10% | +2,821+31.8% | Added |
| Hodges Capital Management Inc. | 11,725 | $2.94M | 0.24% | −7,636−39.4% | Reduced |
| Guardian Asset Advisors, LLC | 11,826 | $2.96M | 1.73% | −24−0.2% | Reduced |
| Darwin Advisors, LLC | 11,851 | $2.97M | 0.93% | +1,249+11.8% | Added |
| Bleakley Financial Group, LLC | 11,935 | $2.99M | 0.05% | +11,935 | New |
| Moors & Cabot, Inc. | 12,014 | $3.01M | 0.13% | +200+1.7% | Added |
| Regions Financial Corp | 12,018 | $3.01M | 0.02% | +374+3.2% | Added |
| Hilltop Holdings Inc. | 12,023 | $3.01M | 0.27% | −2,238−15.7% | Reduced |
| HB Wealth Management, LLC | 12,025 | $3.01M | 0.02% | +4,247+54.6% | Added |
| Shelton Capital Management | 12,095 | $3.03M | 0.07% | +2,025+20.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,241 | $3.07M | 0.05% | +12,241 | New |
| Redhawk Wealth Advisors, Inc. | 12,252 | $3.07M | 0.34% | +6,866+127.5% | Added |
| Krane Funds Advisors LLC | 11,861 | $3.09M | 0.13% | +6,643+127.3% | Added |
| Crossmark Global Holdings, Inc. | 12,446 | $3.12M | 0.05% | +8,392+207.0% | Added |
| B&L Asset Management LLC | 12,479 | $3.13M | 1.36% | +714+6.1% | Added |
| AXS Investments LLC | 12,500 | $3.13M | 1.26% | 00.0% | Unchanged |
| Franchise GP Ltd | 12,605 | $3.16M | 1.16% | +12,605 | New |
| Beacon Pointe Advisors, LLC | 12,649 | $3.17M | 0.02% | +4,357+52.5% | Added |
| Titan Investment Management LLC | 12,706 | $3.18M | 2.81% | +278+2.2% | Added |
| Horizon Investments, LLC | 12,739 | $3.19M | 0.04% | +9,313+271.8% | Added |
| Terra Nova Asset Management LLC | 12,816 | $3.21M | 2.38% | −22−0.2% | Reduced |
| International Assets Investment Management, LLC | 12,415 | $3.22M | 0.22% | −4,696−27.4% | Reduced |
| Vega Investment Solutions | 12,870 | $3.22M | 0.77% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 12,926 | $3.24M | 4.83% | −3,618−21.9% | Reduced |
| Global Trust Asset Management, LLC | 12,945 | $3.24M | 1.24% | +287+2.3% | Added |
| Novare Capital Management LLC | 12,968 | $3.25M | 0.26% | −1,645−11.3% | Reduced |
| Banque Cantonale Vaudoise | 13,124 | $3.29M | 0.12% | +185+1.4% | Added |
| Lido Advisors, LLC | 13,145 | $3.29M | 0.01% | +6,928+111.4% | Added |
| Fidelis Capital Partners, LLC | 13,190 | $3.31M | 0.24% | +2,001+17.9% | Added |
| Y.D. More Investments Ltd | 13,202 | $3.31M | 0.13% | +13,202 | New |
| Koshinski Asset Management, Inc. | 13,205 | $3.31M | 0.21% | −340−2.5% | Reduced |
| Spartan Wealth Advisory Services LLC | 13,223 | $3.31M | 0.29% | +13,223 | New |
| CSM Advisors, LLC | 13,237 | $3.32M | 0.08% | +7,146+117.3% | Added |