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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 67 | $16.8K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $16.8K | 0.00% | +3+4.7% | Added |
| CNB Bank | 68 | $17.0K | 0.01% | +68 | New |
| Hilltop National Bank | 75 | $18.8K | 0.00% | +25+50.0% | Added |
| Bravera Wealth | 76 | $19.0K | 0.01% | +76 | New |
| Proffitt & Goodson Inc | 76 | $19.0K | 0.00% | −35−31.5% | Reduced |
| GoalVest Advisory LLC | 79 | $19.8K | 0.00% | +79 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $20.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 80 | $20.0K | 0.00% | +58+263.6% | Added |
| Scarborough Advisors, LLC | 80 | $20.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 81 | $20.3K | 0.02% | +13+19.1% | Added |
| Manchester Capital Management LLC | 82 | $20.5K | 0.00% | +44+115.8% | Added |
| RMG Wealth Management LLC | 56 | $20.6K | 0.00% | +41+273.3% | Added |
| United Financial Planning Group LLC | 83 | $20.8K | 0.01% | +75+937.5% | Added |
| Roble, Belko & Company, Inc | 85 | $21.0K | 0.00% | −25−22.7% | Reduced |
| Clark Wealth Partners | 84 | $21.0K | 0.01% | +15+21.7% | Added |
| Crews Bank & Trust | 89 | $22.3K | 0.00% | +89 | New |
| JPL Wealth Management, LLC | 94 | $23.6K | 0.01% | +94 | New |
| Miller Wealth Advisors, LLC | 100 | $25.1K | 0.01% | −62−38.3% | Reduced |
| Signature Resources Capital Management, LLC | 100 | $25.1K | 0.01% | −38−27.5% | Reduced |
| Caldwell Trust Co | 100 | $25.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 101 | $25.3K | 0.01% | +31+44.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 103 | $25.8K | 0.01% | −386−78.9% | Reduced |
| Graney & King, LLC | 107 | $26.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 108 | $27.0K | 0.00% | +108 | New |
| Heritage Wealth Advisors | 109 | $27.3K | 0.00% | +109 | New |
| Motco | 114 | $28.6K | 0.00% | +26+29.5% | Added |
| HighMark Wealth Management LLC | 115 | $28.8K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 116 | $29.1K | 0.18% | 00.0% | Unchanged |
| Avion Wealth | 122 | $30.0K | 0.01% | +17+16.2% | Added |
| Meeder Asset Management Inc | 121 | $30.3K | 0.00% | −44−26.7% | Reduced |
| Truvestments Capital LLC | 123 | $30.8K | 0.01% | +103+515.0% | Added |
| Sachetta, LLC | 123 | $30.8K | 0.02% | +36+41.4% | Added |
| Financial Consulate, Inc | 126 | $31.6K | 0.00% | +30+31.3% | Added |
| Richardson Financial Services Inc. | 133 | $33.3K | 0.02% | +10+8.1% | Added |
| Orion Capital Management LLC | 135 | $33.8K | 0.01% | +135 | New |
| Salem Investment Counselors Inc | 138 | $34.6K | 0.00% | +138 | New |
| First Command Advisory Services, Inc. | 141 | $35.3K | 0.00% | +136+2,720.0% | Added |
| Rosenberg Matthew Hamilton | 142 | $35.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 142 | $35.6K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $36.1K | 0.00% | −1,032−87.8% | Reduced |
| TD Capital Management LLC | 145 | $36.3K | 0.00% | −6−4.0% | Reduced |
| Investors Research Corp | 145 | $36.3K | 0.01% | +15+11.5% | Added |
| MV Capital Management, Inc. | 145 | $36.3K | 0.00% | +20+16.0% | Added |
| Elevated Capital Advisors, LLC | 146 | $36.6K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 146 | $36.6K | 0.01% | +21+16.8% | Added |
| Red Tortoise LLC | 147 | $36.8K | 0.02% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $37.6K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 150 | $37.6K | 0.00% | +63+72.4% | Added |
| BOCHK Asset Management Ltd | 150 | $37.6K | 0.01% | +150 | New |
| Silver Grove Financial Group, Inc. | 150 | $37.6K | 0.03% | +150 | New |
| Center for Financial Planning, Inc. | 157 | $39.3K | 0.00% | +133+554.2% | Added |
| Arlington Trust Co LLC | 160 | $40.1K | 0.00% | +140+700.0% | Added |
| Ravenstone Capital Management Inc. | 160 | $40.1K | 0.02% | +160 | New |
| Washington Trust Advisors, Inc. | 161 | $40.3K | 0.00% | +124+335.1% | Added |
| Financial Management Professionals, Inc. | 162 | $40.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 165 | $41.3K | 0.01% | −165−50.0% | Reduced |
| Sankala Group LLC | 164 | $41.7K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 168 | $42.1K | 0.01% | +29+20.9% | Added |
| IFG Advisory, LLC | 170 | $42.6K | 0.12% | +170 | New |
| Cornerstone Planning Group LLC | 130 | $44.0K | 0.01% | +49+60.5% | Added |
| Covestor Ltd | 177 | $45.0K | 0.03% | −77−30.3% | Reduced |
| Generali Investments, Management Co LLC | 181 | $45.4K | 0.01% | +181 | New |
| Park Place Capital Corp | 185 | $46.4K | 0.01% | +4+2.2% | Added |
| Financial Life Planners | 188 | $47.2K | 0.04% | +188 | New |
| Winch Advisory Services, LLC | 188 | $47.2K | 0.01% | +3+1.6% | Added |
| Dogwood Wealth Management LLC | 196 | $49.1K | 0.02% | +136+226.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 197 | $49.4K | 0.01% | +10+5.3% | Added |
| Godsey & Gibb Associates | 200 | $50.1K | 0.00% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 214 | $50.1K | 0.00% | −255−54.4% | Reduced |
| Silicon Valley Capital Partners | 200 | $50.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 201 | $50.4K | 0.00% | +12+6.3% | Added |
| MidFirst Bank | 204 | $51.1K | 0.00% | +12+6.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 150 | $51.2K | 0.03% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 206 | $51.6K | 0.01% | +206 | New |
| Wealth Preservation Advisors, LLC | 207 | $51.9K | 0.04% | +157+314.0% | Added |
| Quaker Wealth Management, LLC | 209 | $52.4K | 0.02% | +200+2,222.2% | Added |
| Bartlett & Co. Wealth Management LLC | 162 | $53.6K | 0.00% | +162 | New |
| Horizon Financial Services, LLC | 220 | $55.1K | 0.02% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 180 | $56.6K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 226 | $56.6K | 0.03% | −17−7.0% | Reduced |
| Fortitude Family Office, LLC | 230 | $57.6K | 0.01% | +114+98.3% | Added |
| Chesapeake Asset Management LLC | 232 | $58.1K | 0.05% | −187−44.6% | Reduced |
| Pacific Center for Financial Services | 235 | $59.0K | 0.01% | +35+17.5% | Added |
| Oslo Pensjonsforsikring AS | 238 | $59.6K | 0.01% | +238 | New |
| Pittenger & Anderson Inc | 238 | $59.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $62.6K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 250 | $62.6K | 0.01% | +250 | New |
| WPG Advisers, LLC | 267 | $66.9K | 0.05% | −177−39.9% | Reduced |
| Highline Wealth Partners LLC | 276 | $69.2K | 0.02% | +142+106.0% | Added |
| Westside Investment Management, Inc. | 279 | $69.9K | 0.01% | +279 | New |
| Bogart Wealth, LLC | 280 | $70.2K | 0.00% | −1,470−84.0% | Reduced |
| Glen Eagle Advisors, LLC | 280 | $70.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 275 | $71.9K | 0.01% | −1−0.4% | Reduced |
| UMA Financial Services, Inc. | 292 | $73.1K | 0.01% | −21−6.7% | Reduced |
| Rossby Financial, LCC | 284 | $73.7K | 0.02% | +117+70.1% | Added |
| S&T Bank | 301 | $75.4K | 0.03% | +152+102.0% | Added |
| Quent Capital, LLC | 303 | $75.9K | 0.01% | +90+42.3% | Added |
| Whipplewood Advisors, LLC | 304 | $76.2K | 0.04% | +304 | New |
| Intentional Wealth Strategies, LLC | 315 | $78.9K | 0.07% | +315 | New |