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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 316 | $79.2K | 0.02% | +31+10.9% | Added |
| Barrett & Company, Inc. | 325 | $81.4K | 0.03% | −1,125−77.6% | Reduced |
| Noble Wealth Management PBC | 330 | $82.7K | 0.04% | −70−17.5% | Reduced |
| Umb Bank N A | 330 | $82.7K | 0.00% | +263+392.5% | Added |
| Wellington-Altus USA Inc. | 250 | $83.7K | 0.05% | +75+42.9% | Added |
| REAP Financial Group, LLC | 339 | $85.0K | 0.02% | −104−23.5% | Reduced |
| LRI Investments, LLC | 344 | $86.2K | 0.01% | +52+17.8% | Added |
| LOM Asset Management Ltd | 350 | $87.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 351 | $88.0K | 0.03% | +113+47.5% | Added |
| CVA Family Office, LLC | 369 | $92.5K | 0.01% | +220+147.7% | Added |
| Transamerica Financial Advisors, Inc. | 382 | $95.8K | 0.01% | +268+235.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 390 | $97.7K | 0.03% | −110−22.0% | Reduced |
| Adkins Seale Capital Management LLC | 396 | $99.2K | 0.10% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 396 | $99.2K | 0.03% | +364+1,137.5% | Added |
| Owl Creek Wealth Partners LLC | 406 | $101.7K | 0.04% | +406 | New |
| Basecamp Wealth Advisors LLC | 408 | $102.2K | 0.02% | +94+29.9% | Added |
| Stephenson National Bank & Trust | 409 | $102.5K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 398 | $103.3K | 0.00% | +129+48.0% | Added |
| Legacy Wealth Managment, LLC | 422 | $105.7K | 0.05% | +75+21.6% | Added |
| Mather Group, LLC. | 437 | $109.6K | 0.00% | +437 | New |
| Brookfield Asset Management Inc. | 438 | $109.8K | 0.00% | −34−7.2% | Reduced |
| Strategic Advocates LLC | 462 | $115.8K | 0.51% | +462 | New |
| Smithfield Trust Co | 484 | $121.0K | 0.01% | −238−33.0% | Reduced |
| RiverPark Advisors, LLC | 494 | $123.8K | 0.04% | +5+1.0% | Added |
| True Wealth Design, LLC | 510 | $127.8K | 0.04% | +273+115.2% | Added |
| Vision Retirement, LLC | 511 | $128.1K | 0.04% | +102+24.9% | Added |
| Bell Investment Advisors, Inc | 514 | $128.8K | 0.02% | +45+9.6% | Added |
| Bay Harbor Wealth Management, LLC | 517 | $129.6K | 0.03% | −120−18.8% | Reduced |
| Quarry LP | 518 | $129.8K | 0.03% | −138−21.0% | Reduced |
| TFC Financial Management | 518 | $129.8K | 0.02% | −20−3.7% | Reduced |
| Cromwell Holdings LLC | 524 | $131.3K | 0.07% | +466+803.4% | Added |
| Crewe Advisors LLC | 526 | $131.8K | 0.01% | +139+35.9% | Added |
| American National Bank | 527 | $132.1K | 0.01% | +18+3.5% | Added |
| Cary Street Partners Financial LLC | 529 | $132.6K | 0.00% | −5−0.9% | Reduced |
| Webster Bank, N. A. | 542 | $135.8K | 0.01% | +35+6.9% | Added |
| Strive Financial Group ,LLC | 557 | $140.0K | 0.07% | +20+3.7% | Added |
| Parkside Financial Bank & Trust | 578 | $144.8K | 0.01% | +135+30.5% | Added |
| Osterweis Capital Management Inc | 579 | $145.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 579 | $145.1K | 0.02% | +429+286.0% | Added |
| Wolff Wiese Magana LLC | 582 | $145.8K | 0.08% | −17−2.8% | Reduced |
| Anchor Investment Management, LLC | 590 | $147.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 596 | $149.4K | 0.00% | +409+218.7% | Added |
| Wellington Shields Capital Management, LLC | 600 | $150.3K | 0.02% | +600 | New |
| Cascades Capital Asset Management, LLC | 605 | $151.7K | 0.06% | +605 | New |
| Bryn Mawr Trust Co | 612 | $153.4K | 0.00% | +37+6.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 613 | $153.6K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 630 | $157.9K | 0.00% | +330+110.0% | Added |
| BOK Financial Private Wealth, Inc. | 649 | $162.6K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 661 | $165.6K | 0.19% | −2,384−78.3% | Reduced |
| Aventura Private Wealth, LLC | 661 | $165.6K | 0.06% | +601+1,001.7% | Added |
| Signature Equity Partners, LLC | 664 | $166.4K | 0.09% | +85+14.7% | Added |
| FWL Investment Management, LLC | 670 | $167.9K | 0.04% | −24,768−97.4% | Reduced |
| Armstrong Advisory Group, Inc | 672 | $168.4K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 690 | $172.9K | 0.04% | +690 | New |
| Merrithew & Thorsten Inc | 757 | $189.0K | 0.18% | 00.0% | Unchanged |
| SHP Wealth Management | 768 | $192.5K | 0.01% | +72+10.3% | Added |
| ABS Direct Equity Fund LLC | 600 | $198.6K | 0.15% | +600 | New |
| Allianz SE | 797 | $199.7K | 0.00% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 800 | $200.5K | 0.17% | +800 | New |
| Genesee Capital Advisors, LLC | 801 | $200.8K | 0.08% | +801 | New |
| Main Street Research LLC | 810 | $203.0K | 0.01% | +810 | New |
| Quadrant Private Wealth Management, LLC | 810 | $203.0K | 0.03% | +810 | New |
| LJI Wealth Management, LLC | 811 | $203.2K | 0.03% | +811 | New |
| Berkeley Capital Partners, LLC | 811 | $203.2K | 0.05% | +811 | New |
| Whelan Financial | 813 | $203.8K | 0.06% | +813 | New |
| Plimoth Trust Co LLC | 815 | $204.2K | 0.05% | +815 | New |
| Washington Trust Co | 817 | $204.7K | 0.01% | +817 | New |
| Institute for Wealth Management, LLC. | 820 | $205.5K | 0.02% | +820 | New |
| Money Concepts Capital Corp | 829 | $207.7K | 0.01% | +829 | New |
| Absolute Gestao de Investimentos Ltda. | 830 | $208.0K | 0.02% | +830 | New |
| RWM Asset Management, LLC | 831 | $208.2K | 0.02% | +831 | New |
| Tidemark, LLC | 836 | $209.5K | 0.05% | +836 | New |
| Garton & Associates Financial Advisors LLC | 837 | $209.7K | 0.17% | −605−42.0% | Reduced |
| Sonoma Allocations LLC | 807 | $210.0K | 0.07% | −443−35.4% | Reduced |
| Machina Capital S.A.S. | 841 | $210.7K | 0.04% | −6,631−88.7% | Reduced |
| Omnitrust Wealth Management, Inc | 841 | $210.7K | 0.27% | +841 | New |
| Legacy Capital Wealth Partners, LLC | 842 | $211.0K | 0.04% | +842 | New |
| Wimmer Associates 1, LLC | 843 | $211.2K | 0.10% | +843 | New |
| Silver Oak Securities, Inc | 843 | $211.3K | 0.02% | −317−27.3% | Reduced |
| Integris Wealth Management, LLC | 846 | $212.0K | 0.05% | +846 | New |
| Syon Capital LLC | 846 | $212.0K | 0.01% | +846 | New |
| Lynch & Associates | 850 | $213.0K | 0.04% | +850 | New |
| Tobias Financial Advisors, Inc. | 850 | $213.0K | 0.03% | +850 | New |
| Glenview Trust Co | 852 | $213.5K | 0.00% | +852 | New |
| WT Wealth Management | 854 | $214.0K | 0.06% | −406−32.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 855 | $214.3K | 0.00% | +855 | New |
| LifeGoal Wealth Advisors | 828 | $214.8K | 0.12% | +828 | New |
| Manhattan West Asset Management, LLC | 857 | $214.8K | 0.04% | +857 | New |
| Cardinal Point Capital Management, ULC | 860 | $215.5K | 0.01% | +860 | New |
| Eagle Wealth Advisors LLC | 860 | $215.5K | 0.20% | +860 | New |
| Foster Group, Inc. | 864 | $216.5K | 0.01% | +864 | New |
| Saiph Capital, LLC | 873 | $218.8K | 0.08% | +873 | New |
| 180 Wealth Advisors, LLC | 875 | $219.3K | 0.02% | +875 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 876 | $219.5K | 0.08% | +876 | New |
| Strategic Wealth Partners, Ltd. | 877 | $219.7K | 0.02% | −39−4.3% | Reduced |
| CFS Investment Advisory Services, LLC | 717 | $220.4K | 0.02% | +717 | New |
| Skandinaviska Enskilda Banken AB (publ) | 886 | $222.0K | 0.01% | −130,703−99.3% | Reduced |
| Premier Path Wealth Partners, LLC | 889 | $222.8K | 0.03% | +889 | New |
| Aster Capital Management (DIFC) Ltd | 3,089 | $223.0K | 0.07% | +1,594+106.6% | Added |
| Wescott Financial Advisory Group, LLC | 891 | $223.2K | 0.02% | +891 | New |