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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 32,338 | $8.10M | 0.10% | −922−2.8% | Reduced |
| Brant Point Investment Management LLC | 32,402 | $8.12M | 2.23% | +2,402+8.0% | Added |
| Snowden Capital Advisors LLC | 32,764 | $8.21M | 0.22% | +10,665+48.3% | Added |
| Mawer Investment Management Ltd. | 32,797 | $8.22M | 0.05% | +23,654+258.7% | Added |
| KMG Fiduciary Partners, LLC | 33,030 | $8.28M | 0.61% | −759−2.2% | Reduced |
| Azzad Asset Management Inc | 33,062 | $8.28M | 0.84% | +573+1.8% | Added |
| Oppenheimer Asset Management Inc. | 33,576 | $8.41M | 0.10% | +21,727+183.4% | Added |
| Fulton Breakefield Broenniman LLC | 33,727 | $8.45M | 0.55% | −318−0.9% | Reduced |
| Algert Global LLC | 33,935 | $8.50M | 0.13% | −9,585−22.0% | Reduced |
| Alerus Financial NA | 33,946 | $8.51M | 0.42% | −9,662−22.2% | Reduced |
| Perigon Wealth Management, LLC | 34,204 | $8.57M | 0.16% | +221+0.7% | Added |
| Dakota Wealth Management | 34,225 | $8.58M | 0.19% | −6,692−16.4% | Reduced |
| Thor Investment Management Inc | 34,301 | $8.60M | 4.57% | −270−0.8% | Reduced |
| Pacer Advisors, Inc. | 34,589 | $8.67M | 0.02% | +18,023+108.8% | Added |
| Ellsworth Advisors, LLC | 34,954 | $8.76M | 1.65% | −1,023−2.8% | Reduced |
| FIL Ltd | 35,444 | $8.88M | 0.01% | +13,250+59.7% | Added |
| SIR Capital Management, L.P. | 35,782 | $8.97M | 0.84% | −18,937−34.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 35,906 | $9.00M | 0.09% | +6,898+23.8% | Added |
| Kessler Investment Group, LLC | 36,195 | $9.07M | 4.29% | −7,726−17.6% | Reduced |
| Southeast Asset Advisors Inc. | 36,435 | $9.13M | 1.00% | −5,455−13.0% | Reduced |
| TCG Advisory Services, LLC | 36,487 | $9.14M | 0.22% | +3,506+10.6% | Added |
| O'Shaughnessy Asset Management, LLC | 36,602 | $9.17M | 0.05% | +9,983+37.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 36,711 | $9.20M | 0.26% | +15,490+73.0% | Added |
| LGT Fund Management Co Ltd. | 36,794 | $9.22M | 0.40% | +29,346+394.0% | Added |
| Concurrent Investment Advisors, LLC | 37,009 | $9.27M | 0.10% | +1,371+3.8% | Added |
| Yousif Capital Management, LLC | 37,333 | $9.35M | 0.11% | +32,195+626.6% | Added |
| Bradley Foster & Sargent Inc | 37,394 | $9.37M | 0.15% | +2,626+7.6% | Added |
| CMH Wealth Management LLC | 37,610 | $9.42M | 1.62% | −167−0.4% | Reduced |
| Allstate Corp | 37,843 | $9.48M | 0.10% | +10,690+39.4% | Added |
| State of Alaska, Department of Revenue | 37,965 | $9.51M | 0.10% | +37,965 | New |
| Sterling Capital Management LLC | 38,020 | $9.53M | 0.18% | −9,554−20.1% | Reduced |
| Vident Advisory, LLC | 38,368 | $9.61M | 0.08% | +20,751+117.8% | Added |
| Eurizon Capital SGR S.p.A. | 38,673 | $9.66M | 0.03% | −40,002−50.8% | Reduced |
| Nisa Investment Advisors, LLC | 38,989 | $9.77M | 0.04% | +4,794+14.0% | Added |
| Aragon Global Management, LP | 39,900 | $10.0M | 6.98% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 40,314 | $10.1M | 0.28% | +2,271+6.0% | Added |
| M&G Plc | 40,810 | $10.2M | 0.05% | −4,524−10.0% | Reduced |
| M&T Bank Corp | 40,930 | $10.3M | 0.03% | +2,970+7.8% | Added |
| Marshall Wace, LLP | 41,154 | $10.3M | 0.01% | −2,628,853−98.5% | Reduced |
| Warren Averett Asset Management, LLC | 41,234 | $10.3M | 0.08% | +630+1.6% | Added |
| RH Tailwind Management, LLC | 41,700 | $10.4M | 5.41% | +41,700 | New |
| Advisory Services Network, LLC | 41,773 | $10.5M | 0.14% | +3,222+8.4% | Added |
| Bulltick Wealth Management, LLC | 41,860 | $10.5M | 2.32% | 00.0% | Unchanged |
| Game Creek Capital, LP | 41,875 | $10.5M | 4.03% | −5,775−12.1% | Reduced |
| Stelac Advisory Services LLC | 41,891 | $10.5M | 2.12% | +41,891 | New |
| Great Valley Advisor Group, Inc. | 42,451 | $10.6M | 0.19% | −149−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 43,524 | $10.9M | 0.11% | +7,122+19.6% | Added |
| Eagle Bluffs Wealth Management LLC | 43,608 | $10.9M | 4.26% | −355−0.8% | Reduced |
| JustInvest LLC | 43,732 | $11.0M | 0.11% | +2,277+5.5% | Added |
| Oregon Public Employees Retirement Fund | 43,800 | $11.0M | 0.14% | +43,800 | New |
| Wiley Bros.-Aintree Capital, LLC | 43,715 | $11.0M | 0.05% | −9,081−17.2% | Reduced |
| IFP Advisors, Inc | 43,911 | $11.0M | 0.23% | +23,244+112.5% | Added |
| Virtus Wealth Solutions LLC | 44,555 | $11.2M | 2.13% | +44,555 | New |
| Abn Amro Investment Solutions | 44,746 | $11.2M | 0.15% | −718−1.6% | Reduced |
| Commerce Bank | 45,127 | $11.3M | 0.05% | +8,116+21.9% | Added |
| Scotia Capital Inc. | 45,185 | $11.3M | 0.05% | +27,565+156.4% | Added |
| Frontier Capital Management Co LLC | 45,582 | $11.4M | 0.12% | −3,949−8.0% | Reduced |
| Jackson Square Capital, LLC | 45,782 | $11.5M | 2.41% | −6,049−11.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 46,149 | $11.6M | 0.91% | +1,402+3.1% | Added |
| Allworth Financial LP | 46,536 | $11.7M | 0.05% | +12,075+35.0% | Added |
| Oak Ridge Investments LLC | 46,638 | $11.7M | 0.77% | +76+0.2% | Added |
| Carroll Investors, Inc | 47,151 | $11.8M | 6.32% | +13,661+40.8% | Added |
| CVFG LLC | 47,567 | $11.9M | 1.48% | +47,567 | New |
| Independence Bank of Kentucky | 47,697 | $12.0M | 1.51% | −8,896−15.7% | Reduced |
| Stephens Inc | 47,742 | $12.0M | 0.15% | −1,945−3.9% | Reduced |
| Baker Avenue Asset Management, LP | 48,404 | $12.1M | 0.28% | −12,534−20.6% | Reduced |
| Pinnacle Associates Ltd | 48,770 | $12.2M | 0.16% | −504−1.0% | Reduced |
| CI Private Wealth, LLC | 52,308 | $12.3M | 0.02% | +14,101+36.9% | Added |
| Knollwood Investment Advisory, LLC | 49,155 | $12.3M | 1.24% | 00.0% | Unchanged |
| MAI Capital Management | 49,178 | $12.3M | 0.07% | +6,455+15.1% | Added |
| M37 Management LP | 50,000 | $12.5M | 4.99% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 50,062 | $12.5M | 0.07% | −14,268−22.2% | Reduced |
| Vestor Capital, LLC | 50,406 | $12.6M | 0.91% | +49,919+10,250.3% | Added |
| Jane Street Group, LLC | 50,469 | $12.6M | 0.01% | −3,387,851−98.5% | Reduced |
| Natixis | 50,638 | $12.7M | 0.05% | +41,911+480.2% | Added |
| Federation des caisses Desjardins du Quebec | 51,087 | $12.8M | 0.05% | +4,709+10.2% | Added |
| Ofi Invest Asset Management | 59,394 | $12.9M | 0.17% | −94,114−61.3% | Reduced |
| Ethic Inc. | 51,673 | $12.9M | 0.20% | −104−0.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 51,800 | $13.0M | 0.46% | +51,800 | New |
| Rakuten Investment Management, Inc. | 55,810 | $13.1M | 0.03% | +40,442+263.2% | Added |
| Two Sigma Investments, LP | 52,171 | $13.1M | 0.01% | +52,171 | New |
| Intech Investment Management LLC | 52,361 | $13.1M | 0.13% | +22,600+75.9% | Added |
| Avanza Fonder AB | 53,157 | $13.3M | 0.37% | −3,628−6.4% | Reduced |
| Sit Investment Associates Inc | 53,385 | $13.4M | 0.27% | +387+0.7% | Added |
| TIAA Wealth Investment Management LLC | 53,586 | $13.4M | 0.10% | +53,586 | New |
| Omers Administration Corp | 53,641 | $13.4M | 0.09% | +4,738+9.7% | Added |
| CWM Advisors, LLC | 53,705 | $13.5M | 0.79% | +15,380+40.1% | Added |
| Pathstone Holdings, LLC | 53,886 | $13.5M | 0.05% | −2,248−4.0% | Reduced |
| Chase Investment Counsel Corp | 53,910 | $13.5M | 3.55% | −9,677−15.2% | Reduced |
| Berkshire Capital Holdings Inc | 54,160 | $13.6M | 4.90% | +4,320+8.7% | Added |
| Boothbay Fund Management, LLC | 54,572 | $13.7M | 0.32% | −56,227−50.7% | Reduced |
| Nixon Peabody Trust Co | 54,672 | $13.7M | 1.09% | −2,609−4.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 54,898 | $13.8M | 0.14% | −6,000−9.9% | Reduced |
| BNP Paribas | 55,123 | $13.8M | 0.44% | −19,834−26.5% | Reduced |
| Macquarie Group Ltd | 55,480 | $13.9M | 0.08% | +6,684+13.7% | Added |
| NEOS Investment Management LLC | 55,800 | $14.0M | 0.07% | +12,033+27.5% | Added |
| Copeland Capital Management, LLC | 56,076 | $14.1M | 0.31% | +50,502+906.0% | Added |
| Strategic Blueprint, LLC | 56,135 | $14.1M | 0.82% | +2,118+3.9% | Added |
| Sumitomo Life Insurance Co | 56,349 | $14.1M | 0.33% | −9,783−14.8% | Reduced |
| ProShare Advisors LLC | 56,439 | $14.1M | 0.02% | +56,439 | New |