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 |
|---|---|---|---|---|---|
| Generali Asset Management SPA SGR | 13,319 | $3.34M | 0.07% | +6,089+84.2% | Added |
| Saudi Central Bank | 13,407 | $3.36M | 0.07% | +13,407 | New |
| Finivi Inc. | 13,543 | $3.39M | 1.85% | +1,279+10.4% | Added |
| Callan Family Office, LLC | 13,553 | $3.40M | 0.08% | −421−3.0% | Reduced |
| Cornerstone Select Advisors, LLC | 13,657 | $3.42M | 2.14% | +999+7.9% | Added |
| Sone Capital Management, LLC | 13,710 | $3.44M | 0.29% | −46,341−77.2% | Reduced |
| Arete Wealth Advisors, LLC | 13,728 | $3.44M | 0.26% | +13,728 | New |
| RSM US Wealth Management LLC | 13,717 | $3.44M | 0.04% | +3,632+36.0% | Added |
| Worldquant Millennium Advisors LLC | 13,777 | $3.45M | 0.01% | +7,811+130.9% | Added |
| Werlinich Asset Management, LLC | 13,785 | $3.45M | 1.68% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 13,795 | $3.46M | 0.25% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 13,882 | $3.48M | 0.71% | −21,450−60.7% | Reduced |
| Wealth Management Partners, LLC | 13,903 | $3.48M | 1.00% | −3,071−18.1% | Reduced |
| Harbour Capital Advisors, LLC | 11,425 | $3.49M | 0.66% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,075 | $3.49M | 0.02% | +14,075 | New |
| Shaker Investments LLC | 13,994 | $3.51M | 1.60% | −765−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 14,050 | $3.52M | 0.12% | −2,635−15.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,094 | $3.53M | 0.13% | +350+2.5% | Added |
| Kestra Private Wealth Services, LLC | 14,187 | $3.55M | 0.04% | +3,249+29.7% | Added |
| Spirit of America Management Corp | 14,200 | $3.56M | 0.70% | +300+2.2% | Added |
| Brinker Capital Investments, LLC | 14,261 | $3.57M | 0.03% | +3,041+27.1% | Added |
| Mirabella Financial Services LLP | 14,282 | $3.58M | 0.35% | +12,439+674.9% | Added |
| Arkadios Wealth Advisors | 14,311 | $3.59M | 0.06% | −1,376−8.8% | Reduced |
| National Philanthropic Trust | 14,385 | $3.60M | 0.04% | −13−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,592 | $3.66M | 0.14% | +1,117+8.3% | Added |
| Himension Fund | 14,656 | $3.67M | 0.28% | −5,185−26.1% | Reduced |
| Hollow Brook Wealth Management LLC | 14,694 | $3.68M | 0.94% | −78−0.5% | Reduced |
| Lazard Asset Management LLC | 14,721 | $3.69M | 0.01% | −1,911−11.5% | Reduced |
| Benchmark Investment Advisors LLC | 14,739 | $3.69M | 2.15% | +14,739 | New |
| SBI Securities Co., Ltd. | 14,788 | $3.71M | 0.10% | −5,812−28.2% | Reduced |
| Laird Norton Trust Company, LLC | 14,996 | $3.76M | 0.08% | +679+4.7% | Added |
| Atria Investments LLC | 15,055 | $3.77M | 0.04% | +8,951+146.6% | Added |
| United Capital Financial Advisers, LLC | 15,104 | $3.78M | 0.02% | +6,117+68.1% | Added |
| PFG Investments, LLC | 15,178 | $3.80M | 0.18% | −1,519−9.1% | Reduced |
| WD Rutherford LLC | 15,220 | $3.81M | 1.69% | +139+0.9% | Added |
| Norinchukin Bank, The | 15,240 | $3.82M | 0.04% | +15,240 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 15,285 | $3.83M | 0.13% | −475−3.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 15,345 | $3.85M | 0.17% | +358+2.4% | Added |
| Brighton Jones LLC | 15,349 | $3.85M | 0.08% | +15,349 | New |
| Kovack Advisors, Inc. | 15,268 | $3.90M | 0.21% | −40,957−72.8% | Reduced |
| Farther Finance Advisors, LLC | 15,051 | $3.90M | 0.04% | +8,205+119.9% | Added |
| Schear Investment Advisers, LLC | 15,597 | $3.91M | 1.72% | +897+6.1% | Added |
| Gemmer Asset Management LLC | 15,616 | $3.91M | 0.31% | +7,410+90.3% | Added |
| Summerhill Capital Management lnc. | 15,679 | $3.93M | 3.43% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 15,683 | $3.93M | 0.06% | +15,683 | New |
| Meitav Dash Investments Ltd | 15,800 | $3.96M | 0.04% | −290,500−94.8% | Reduced |
| Parsons Capital Management Inc | 15,803 | $3.96M | 0.18% | −1,780−10.1% | Reduced |
| Plato Investment Management Ltd | 15,868 | $3.98M | 0.27% | +7,406+87.5% | Added |
| Aubrey Capital Management Ltd | 15,900 | $3.98M | 2.14% | −3,500−18.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,950 | $4.00M | 0.22% | −79,600−83.3% | Reduced |
| Viking Fund Management LLC | 16,000 | $4.01M | 0.41% | −10,000−38.5% | Reduced |
| Coastal Bridge Advisors, LLC | 16,107 | $4.04M | 0.29% | +56+0.3% | Added |
| Lighthouse Financial LLC | 16,209 | $4.06M | 2.45% | −690−4.1% | Reduced |
| Ancora Advisors, LLC | 16,314 | $4.09M | 0.09% | −833−4.9% | Reduced |
| Castle Rock Wealth Management, LLC | 15,701 | $4.10M | 0.89% | −480−3.0% | Reduced |
| Krilogy Financial LLC | 14,135 | $4.16M | 0.13% | +1,949+16.0% | Added |
| Pallas Capital Advisors LLC | 16,651 | $4.17M | 0.16% | −985−5.6% | Reduced |
| Buckingham Strategic Partners | 16,700 | $4.18M | 0.04% | +3,774+29.2% | Added |
| Harvest Fund Management Co., Ltd | 16,807 | $4.21M | 0.18% | −41,991−71.4% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 16,852 | $4.22M | 0.71% | −5,087−23.2% | Reduced |
| Blue Jean Financial LLC | 16,956 | $4.25M | 3.50% | −135−0.8% | Reduced |
| Vestcor Inc | 17,420 | $4.37M | 0.12% | +1,062+6.5% | Added |
| Pinebridge Investments LLC | 17,464 | $4.38M | 0.04% | −19,917−53.3% | Reduced |
| Haven Capital Group, Inc. | 17,554 | $4.40M | 4.08% | +189+1.1% | Added |
| Fisher Asset Management, LLC | 17,578 | $4.40M | 0.00% | −84−0.5% | Reduced |
| Mutual Advisors, LLC | 17,619 | $4.41M | 0.09% | −4,922−21.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,676 | $4.43M | 0.09% | −1,631−8.4% | Reduced |
| Bouvel Investment Partners, LLC | 17,679 | $4.43M | 1.29% | +581+3.4% | Added |
| Elo Mutual Pension Insurance Co | 17,798 | $4.46M | 0.07% | −4,062−18.6% | Reduced |
| Elm Partners Management LLC | 19,053 | $4.46M | 0.19% | 00.0% | Unchanged |
| Millennium Management LLC | 17,894 | $4.48M | 0.00% | −1,637,351−98.9% | Reduced |
| Wakefield Asset Management LLLP | 17,922 | $4.49M | 1.19% | −6,899−27.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 17,922 | $4.49M | 0.76% | +5,222+41.1% | Added |
| NTV Asset Management LLC | 17,989 | $4.51M | 0.50% | −6,151−25.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,036 | $4.52M | 0.05% | +788+4.6% | Added |
| Wealthcare Advisory Partners LLC | 18,096 | $4.53M | 0.09% | −2,239−11.0% | Reduced |
| Princeton Global Asset Management LLC | 18,259 | $4.58M | 0.75% | +650+3.7% | Added |
| Independent Financial Group, LLC | 18,412 | $4.61M | 0.10% | −1,759−8.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 18,535 | $4.64M | 0.93% | +18,535 | New |
| Jackson Hole Capital Partners, LLC | 18,744 | $4.70M | 0.78% | +24+0.1% | Added |
| Prospera Financial Services Inc | 18,932 | $4.74M | 0.08% | −327−1.7% | Reduced |
| Farallon Capital Management, L.L.C. | 19,000 | $4.76M | 0.03% | +19,000 | New |
| Steel Peak Wealth Management LLC | 19,046 | $4.77M | 0.15% | −5,543−22.5% | Reduced |
| Maryland State Retirement & Pension System | 19,103 | $4.79M | 0.10% | +276+1.5% | Added |
| Diversified Trust Co | 19,177 | $4.81M | 0.09% | +7,811+68.7% | Added |
| PDT Partners, LLC | 19,219 | $4.82M | 0.29% | +19,219 | New |
| Illinois Municipal Retirement Fund | 19,278 | $4.83M | 0.06% | −323−1.6% | Reduced |
| Seldon Capital LP | 19,332 | $4.84M | 1.78% | +1,204+6.6% | Added |
| Gilder Gagnon Howe & Co LLC | 19,355 | $4.85M | 0.06% | +19,355 | New |
| Sage Capital Advisors,llc | 19,432 | $4.87M | 1.13% | +19,432 | New |
| Louisiana State Employees Retirement System | 19,500 | $4.89M | 0.09% | +19,500 | New |
| Oversea-Chinese Banking CORP Ltd | 19,594 | $4.91M | 0.14% | −5,279−21.2% | Reduced |
| Eley Financial Management, Inc | 19,673 | $4.93M | 1.78% | −250−1.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,674 | $4.93M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 19,716 | $4.94M | 0.14% | +920+4.9% | Added |
| Smith, Salley & Associates | 19,814 | $4.97M | 0.25% | −2,907−12.8% | Reduced |
| Leeward Financial Partners, LLC | 19,880 | $4.98M | 1.48% | −5,466−21.6% | Reduced |
| Legacy Bridge, LLC | 19,934 | $5.00M | 1.90% | +885+4.6% | Added |
| Twin Peaks Capital Ltd | 20,000 | $5.01M | 5.25% | +20,000 | New |
| Bensler, LLC | 20,065 | $5.03M | 0.52% | +146+0.7% | Added |