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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,841 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ1 2026: $78.7B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2025.

Institutions holding VRT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Fragasso Group Inc.1,125$291.0K0.02%+1,125New
Legacy Capital Group California, Inc.1,167$292.4K0.11%−692−37.2%Reduced
Legend Capital Advisors LLC1,171$293.4K0.18%+1,171New
Jennison Associates LLC1,176$294.6K0.00%+1,176New
Valmark Advisers, Inc.1,178$295.2K0.00%+1,178New
BXM Wealth LLC1,180$295.7K0.23%+1,180New
Post Resch Tallon Group Inc.1,130$296.0K0.24%+1,130New
Auxier Asset Management1,190$298.2K0.04%+1,190New
Impact Capital Partners LLC1,197$299.9K0.09%+1,197New
LVW Advisors, LLC1,197$299.9K0.03%+1,197New
TRB Wealth Management, LLC1,201$300.9K0.04%+1,201New
Calamos Advisors LLC1,203$301.4K0.00%+1,203New
Calamos Wealth Management LLC1,203$301.4K0.01%+1,203New
McGowan Group Asset Management, Inc.1,208$302.6K0.04%+1,208New
Watershed Private Wealth LLC1,210$303.2K0.09%+1,210New
Moment Partners, LLC1,212$303.7K0.05%−237−16.4%Reduced
Modern Wealth Management, LLC1,189$308.4K0.01%+1,189New
A&I Financial Services, LLC1,232$308.7K0.15%+1,232New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,238$310.2K0.76%−213−14.7%Reduced
Fortune 45 LLC1,243$311.5K0.15%+1,243New
Fullerton Fund Management Co Ltd.1,245$312.0K0.02%−255−17.0%Reduced
First Horizon Corp1,245$312.0K0.01%+348+38.8%Added
Chokshi & Queen Wealth Advisors, Inc1,250$313.2K0.17%−12,050−90.6%Reduced
Greatmark Investment Partners, Inc.1,250$313.2K0.04%00.0%Unchanged
Evexia Wealth LLC1,047$314.1K0.09%+1,047New
N.E.W. Advisory Services LLC1,258$315.2K0.02%−1,516−54.7%Reduced
TABR Capital Management, LLC1,260$315.8K0.29%+1,260New
RiverFront Investment Group, LLC1,262$316.2K0.00%+1,262New
Voya Financial Advisors, Inc.1,265$317.6K0.03%−729−36.6%Reduced
Virtue Capital Management, LLC1,357$317.8K0.05%+56+4.3%Added
Counterpoint Mutual Funds LLC1,271$318.5K0.05%+1,271New
Verity & Verity, LLC1,280$320.7K0.02%00.0%Unchanged
Garden State Investment Advisory Services LLC1,280$320.9K0.08%−1,472−53.5%Reduced
Perfromance Wealth Partners, LLC1,288$322.7K0.01%+11+0.9%Added
Westco Advisory Services Inc1,290$323.2K0.21%+1,290New
Evergreen Capital Management LLC1,292$323.8K0.01%−2,385−64.9%Reduced
Patriot Financial Group Insurance Agency, LLC1,292$323.8K0.02%+1,292New
Virginia Retirement Systems Et Al1,295$324.5K0.00%+1,295New
RIA Advisory Group LLC1,295$324.5K0.08%+1,295New
Ashford Capital Management Inc1,300$325.8K0.04%00.0%Unchanged
Northland Securities, Inc.1,301$326.0K0.31%00.0%Unchanged
Financial Management Network Inc1,135$326.6K0.05%+1,135New
Capital Investment Advisors, LLC1,311$328.5K0.00%+1,311New
Texas Yale Capital Corp.1,312$328.8K0.01%+1,312New
waypoint wealth counsel1,314$329.3K0.17%−321−19.6%Reduced
Moseley Investment Management Inc1,315$329.5K0.11%+1,315New
Bank of Hawaii1,319$330.5K0.02%−681−34.1%Reduced
DV Trading LLC1,321$331.0K0.03%+740+127.4%Added
AdvisorShares Investments LLC1,331$333.5K0.06%−346−20.6%Reduced
Capital CS Group, LLC1,332$333.8K0.69%+1,332New
SageView Advisory Group, LLC1,333$334.1K0.01%−58−4.2%Reduced
Wharton Business Group, LLC1,335$334.5K0.01%00.0%Unchanged
First Dallas Securities Inc.1,340$335.8K0.12%−3,775−73.8%Reduced
Keebeck Wealth Management, LLC1,341$336.1K0.04%−118−8.1%Reduced
Flow Traders U.S. LLC1,349$338.0K0.01%−587−30.3%Reduced
Compagnie Lombard Odier SCmA1,350$338.3K0.00%00.0%Unchanged
DLK Investment Management, LLC1,351$338.5K0.13%−400−22.8%Reduced
Cary Street Partner Investment Advisory LLC1,352$338.8K0.09%+83+6.5%Added
PFG Advisors1,353$339.1K0.02%+60+4.6%Added
Kingdom Financial Group LLC.1,357$340.1K0.10%−320−19.1%Reduced
Lloyd Advisory Services, LLC.1,357$340.1K0.10%+1,152+562.0%Added
Abc Arbitrage SA1,360$340.8K0.05%+1,360New
Symphony Financial, Ltd. Co.1,378$343.1K0.05%+1,378New
Obermeyer Wood Investment Counsel, LLLP1,370$343.2K0.02%00.0%Unchanged
Liberty One Investment Management, LLC1,370$343.3K0.04%+265+24.0%Added
Wall Street Access Asset Management, LLC1,372$343.7K0.09%−49−3.4%Reduced
Fukoku Mutual Life Insurance Co1,376$344.8K0.02%−88−6.0%Reduced
Sanibel Captiva Trust Company, Inc.1,376$344.8K0.01%+1,376New
NFP Retirement, Inc.1,376$344.8K0.02%+2+0.1%Added
Optimize Financial Inc1,394$349.3K0.17%−1,183−45.9%Reduced
Northern Oak Wealth Management Inc1,394$349.3K0.04%+1,394New
Michael S. Ryan, Inc.1,395$349.6K0.20%00.0%Unchanged
Activest Wealth Management1,396$349.9K0.06%+629+82.0%Added
Miracle Mile Advisors, LLC1,396$349.9K0.00%+1,396New
Moody National Bank Trust Division1,397$350.1K0.03%+63+4.7%Added
McAdam, LLC1,399$350.5K0.02%+1,399New
Prentice Wealth Management LLC1,400$350.8K0.08%+9+0.6%Added
GenTrust, LLC1,402$351.3K0.02%+1,402New
Hexagon Capital Partners LLC1,406$352.3K0.05%+1,406New
Empire Financial Management Company, LLC1,407$352.6K0.08%−6−0.4%Reduced
Ignite Planners, LLC1,409$353.1K0.05%+154+12.3%Added
V-Square Quantitative Management LLC1,411$353.6K0.04%+1,112+371.9%Added
Alphadyne Asset Management LP1,420$355.8K0.05%+1,365+2,481.8%Added
Verdence Capital Advisors LLC1,422$356.2K0.02%+1,422New
Gerber Kawasaki Wealth & Investment Management1,421$356.3K0.01%+1,421New
Legacy Wealth Management, LLC1,422$356.4K0.10%+19+1.4%Added
Cypress Asset Management Inc1,425$357.1K0.08%00.0%Unchanged
Holistic Financial Partners1,426$357.4K0.13%+2+0.1%Added
McKinley Carter Wealth Services, Inc.1,429$358.1K0.02%+4+0.3%Added
Brookwood Investment Group LLC1,433$359.1K0.05%−2,473−63.3%Reduced
McIlrath & Eck, LLC1,433$359.1K0.03%+683+91.1%Added
Journey Strategic Wealth LLC1,435$359.6K0.01%−75−5.0%Reduced
Crescent Grove Advisors, LLC1,436$359.8K0.04%−1,390−49.2%Reduced
Capital Advisors Inc1,445$362.2K0.01%−78−5.1%Reduced
Total Wealth Planning & Management, Inc.1,452$363.9K0.29%+1,452New
Inscription Capital, LLC1,453$364.2K0.04%−795−35.4%Reduced
Simmons Bank1,458$365.3K0.02%+4+0.3%Added
FSM Wealth Advisors, LLC1,459$365.6K0.05%+64+4.6%Added
Western Wealth Management, LLC1,460$365.7K0.01%+29+2.0%Added
Florida Financial Advisors, LLC1,462$366.4K0.09%+1,462New