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 |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 20,109 | $5.04M | 0.08% | +20,109 | New |
| Left Brain Wealth Management, LLC | 20,208 | $5.06M | 1.99% | +1,050+5.5% | Added |
| NBC Securities, Inc. | 20,265 | $5.08M | 0.38% | −637−3.0% | Reduced |
| Focus Financial Network, Inc. | 20,282 | $5.08M | 0.18% | +2,769+15.8% | Added |
| Patton Fund Management, Inc. | 20,568 | $5.15M | 0.88% | +20,568 | New |
| Rockline Wealth Management, LLC | 20,749 | $5.20M | 1.13% | +2,896+16.2% | Added |
| Integrated Wealth Concepts LLC | 20,816 | $5.22M | 0.04% | +15,692+306.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,838 | $5.22M | 0.13% | −86−0.4% | Reduced |
| Balboa Wealth Partners | 20,996 | $5.26M | 0.88% | −1,399−6.2% | Reduced |
| We Are One Seven, LLC | 21,147 | $5.30M | 0.11% | +4,787+29.3% | Added |
| Peloton Wealth Strategists | 21,150 | $5.30M | 2.14% | +7,235+52.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,224 | $5.32M | 0.27% | −7,313−25.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,252 | $5.33M | 0.05% | +8,826+71.0% | Added |
| Sequoia Financial Advisors, LLC | 21,345 | $5.35M | 0.03% | +3,990+23.0% | Added |
| Occudo Quantitative Strategies LP | 16,456 | $5.41M | 0.29% | −20,378−55.3% | Reduced |
| Osmosis Investment Management UK Ltd | 21,614 | $5.42M | 0.15% | +13,650+171.4% | Added |
| Hartford Investment Management Co | 21,800 | $5.46M | 0.17% | +21,800 | New |
| iA Global Asset Management Inc. | 22,104 | $5.54M | 0.08% | +315+1.4% | Added |
| Westpac Banking Corp | 22,309 | $5.59M | 0.39% | −11,264−33.6% | Reduced |
| Polymer Capital Management (US) LLC | 22,382 | $5.61M | 0.83% | −13,597−37.8% | Reduced |
| Merrion Investment Management Co, LLC | 22,500 | $5.64M | 3.03% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,500 | $5.64M | 1.12% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 22,705 | $5.69M | 0.06% | −56,155−71.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 22,855 | $5.73M | 1.04% | +379+1.7% | Added |
| Mizuho Securities USA LLC | 23,127 | $5.80M | 0.14% | +23,127 | New |
| Merit Financial Group, LLC | 23,224 | $5.82M | 0.04% | +5,398+30.3% | Added |
| VMS Asset Management Limited | 23,469 | $5.88M | 3.59% | −12,261−34.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,603 | $5.91M | 0.20% | −3,431−12.7% | Reduced |
| Royal Fund Management, LLC | 23,631 | $5.92M | 0.57% | −85,665−78.4% | Reduced |
| Nia Impact Advisors, LLC | 23,765 | $5.95M | 2.65% | −5,508−18.8% | Reduced |
| LGT Group Foundation | 23,883 | $5.98M | 0.07% | −8,604−26.5% | Reduced |
| Capital Planning Advisors, LLC | 23,954 | $6.00M | 0.87% | −154−0.6% | Reduced |
| Scalar Gauge Management, LLC | 24,000 | $6.01M | 5.80% | +24,000 | New |
| Cherry Creek Investment Advisors, Inc. | 24,077 | $6.03M | 2.62% | −441−1.8% | Reduced |
| Baldwin Investment Management, LLC | 24,092 | $6.04M | 0.71% | +60+0.2% | Added |
| Advisors Asset Management, Inc. | 24,148 | $6.05M | 0.10% | +1,651+7.3% | Added |
| Parallax Volatility Advisers, L.P. | 24,215 | $6.07M | 0.27% | −58,635−70.8% | Reduced |
| Genus Capital Management Inc. | 24,257 | $6.08M | 0.70% | +12,010+98.1% | Added |
| Westbourne Investments, Inc. | 24,270 | $6.08M | 2.89% | −35−0.1% | Reduced |
| Scopus Asset Management, L.P. | 24,413 | $6.12M | 0.19% | −7,775−24.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24,449 | $6.13M | 1.53% | +262+1.1% | Added |
| Argent Capital Management LLC | 24,478 | $6.13M | 0.19% | +11,809+93.2% | Added |
| Emerald Investment Advisers, LLC | 24,609 | $6.17M | 0.55% | +24,609 | New |
| New Age Alpha Advisors, LLC | 24,667 | $6.18M | 0.29% | −5,333−17.8% | Reduced |
| Loup Funds, LLC | 24,670 | $6.18M | 3.92% | −9,874−28.6% | Reduced |
| ASR Vermogensbeheer N.V. | 24,725 | $6.20M | 0.07% | +405+1.7% | Added |
| Sargent Investment Group, LLC | 24,758 | $6.20M | 0.82% | −447−1.8% | Reduced |
| Rafferty Asset Management, LLC | 24,909 | $6.24M | 0.03% | +24,909 | New |
| Telligent Fund, LP | 25,000 | $6.26M | 6.69% | 00.0% | Unchanged |
| Guardian Capital LP | 25,034 | $6.27M | 0.17% | +12,733+103.5% | Added |
| Triglav Skladi, D.O.O. | 25,113 | $6.29M | 0.44% | +25,113 | New |
| Ithaka Group LLC | 25,664 | $6.43M | 1.33% | +25,664 | New |
| Ashton Thomas Private Wealth, LLC | 25,776 | $6.46M | 0.15% | +678+2.7% | Added |
| Equitable Holdings, Inc. | 29,951 | $6.50M | 0.04% | +17,014+131.5% | Added |
| Apollon Wealth Management, LLC | 26,188 | $6.56M | 0.11% | +2,808+12.0% | Added |
| Prosperitas Financial LLC | 26,300 | $6.59M | 2.46% | −126−0.5% | Reduced |
| Equitable Trust Co | 26,367 | $6.61M | 0.30% | +60+0.2% | Added |
| Groupe la Francaise | 26,463 | $6.62M | 0.09% | −12,594−32.2% | Reduced |
| Park Avenue Securities LLC | 26,554 | $6.65M | 0.05% | +1,596+6.4% | Added |
| M & L Capital Management Ltd | 26,900 | $6.74M | 1.66% | +12,200+83.0% | Added |
| Electron Capital Partners, LLC | 26,945 | $6.75M | 0.32% | +156+0.6% | Added |
| Sigma Planning Corp | 27,023 | $6.77M | 0.19% | −560−2.0% | Reduced |
| Ulland Investment Advisors, LLC | 27,026 | $6.77M | 5.81% | −8,832−24.6% | Reduced |
| Mezzasalma Advisors, LLC | 27,152 | $6.80M | 1.74% | +1,214+4.7% | Added |
| Bokf, NA | 27,288 | $6.84M | 0.10% | −860−3.1% | Reduced |
| Oak Harvest Investment Services | 27,358 | $6.86M | 0.72% | +334+1.2% | Added |
| Davidson Capital Management Inc. | 27,411 | $6.87M | 1.24% | −5,450−16.6% | Reduced |
| Investment Management Corp of Ontario | 27,769 | $6.96M | 0.09% | −4,939−15.1% | Reduced |
| Stonebridge Financial Group, LLC | 27,869 | $6.98M | 0.57% | −605−2.1% | Reduced |
| Boothe Investment Group, Inc. | 27,893 | $6.99M | 2.25% | −651−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 28,067 | $7.03M | 0.16% | +10,230+57.4% | Added |
| Geneva Partners, LLC | 28,288 | $7.09M | 3.40% | +13,683+93.7% | Added |
| Generate Investment Management Ltd | 28,541 | $7.15M | 0.35% | +28,541 | New |
| Trifecta Capital Advisors, LLC | 28,650 | $7.18M | 1.11% | +2,215+8.4% | Added |
| Kieckhefer Group LLC | 28,729 | $7.20M | 3.40% | −25−0.1% | Reduced |
| Old West Investment Management, LLC | 28,833 | $7.22M | 0.78% | −13,560−32.0% | Reduced |
| Mitchell Capital Management Co | 28,834 | $7.23M | 1.33% | −2,216−7.1% | Reduced |
| Atlantic Union Bankshares Corp | 28,890 | $7.24M | 0.14% | −230−0.8% | Reduced |
| Trilogy Capital Inc. | 29,068 | $7.28M | 0.32% | +1,322+4.8% | Added |
| Nilsine Partners, LLC | 22,723 | $7.33M | 0.57% | +483+2.2% | Added |
| Stanley-Laman Group, Ltd. | 29,302 | $7.34M | 0.90% | +25,989+784.5% | Added |
| HCR Wealth Advisors | 29,389 | $7.36M | 0.76% | −2,626−8.2% | Reduced |
| CastleKnight Management LP | 29,500 | $7.39M | 0.35% | −245,200−89.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 29,597 | $7.42M | 1.55% | +29,597 | New |
| Nwam LLC | 29,621 | $7.42M | 0.43% | −8,093−21.5% | Reduced |
| Seascape Capital Management | 29,778 | $7.46M | 2.15% | +146+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 29,900 | $7.49M | 0.06% | +29,900 | New |
| Brevan Howard Capital Management LP | 30,480 | $7.64M | 0.08% | −35,971−54.1% | Reduced |
| Liontrust Investment Partners LLP | 30,619 | $7.67M | 0.13% | −55,704−64.5% | Reduced |
| Itau Unibanco Holding S.A. | 30,721 | $7.70M | 0.18% | +28,419+1,234.5% | Added |
| Walleye Capital LLC | 30,769 | $7.71M | 0.05% | +3,534+13.0% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.11% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 30,833 | $7.73M | 0.37% | +5,596+22.2% | Added |
| Morse Asset Management, Inc | 30,931 | $7.75M | 1.61% | +737+2.4% | Added |
| Ambassador Advisors, LLC | 30,960 | $7.76M | 1.17% | −16−0.1% | Reduced |
| Summit Financial, LLC | 31,181 | $7.81M | 0.10% | −3,256−9.5% | Reduced |
| FFG Partners, LLC | 31,220 | $7.82M | 3.10% | +470+1.5% | Added |
| Los Angeles Capital Management LLC | 31,226 | $7.82M | 0.03% | −52,711−62.8% | Reduced |
| Strategic Global Advisors, LLC | 31,253 | $7.83M | 1.25% | −840−2.6% | Reduced |
| Next Century Growth Investors LLC | 32,281 | $8.09M | 0.59% | −830−2.5% | Reduced |