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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,463 | $366.6K | 0.13% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,193 | $366.7K | 0.17% | −59−4.7% | Reduced |
| Fulton Bank, N.A. | 1,465 | $367.1K | 0.01% | +138+10.4% | Added |
| Westhampton Capital, LLC | 1,465 | $367.1K | 0.17% | −340−18.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,472 | $368.9K | 0.03% | +1,472 | New |
| Founders Financial Alliance, LLC | 1,476 | $369.9K | 0.07% | −50−3.3% | Reduced |
| Pure Financial Advisors, Inc. | 1,477 | $370.1K | 0.01% | +1,477 | New |
| Choate Investment Advisors | 1,480 | $370.9K | 0.01% | +42+2.9% | Added |
| EntryPoint Capital, LLC | 1,497 | $375.1K | 0.11% | +1,497 | New |
| Purpose Unlimited Inc. | 1,500 | $375.9K | 0.02% | −700−31.8% | Reduced |
| Cito Capital Group, LLC | 1,500 | $376.0K | 0.12% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,502 | $376.4K | 0.15% | +187+14.2% | Added |
| Bridgewater Advisors Inc. | 1,019 | $377.0K | 0.02% | +1,019 | New |
| Empirical Asset Management, LLC | 1,512 | $379.0K | 0.10% | −613−28.8% | Reduced |
| Tiaa Trust, National Association | 1,515 | $379.6K | 0.02% | −83,029−98.2% | Reduced |
| BIP Wealth, LLC | 1,517 | $380.1K | 0.02% | +1,517 | New |
| NorthRock Partners, LLC | 1,517 | $380.3K | 0.01% | −493−24.5% | Reduced |
| Fortis Group Advisors, LLC | 1,164 | $382.4K | 0.06% | +39+3.5% | Added |
| First Affirmative Financial Network | 1,526 | $382.4K | 0.15% | +1,526 | New |
| Archer Investment Corp | 1,528 | $382.9K | 0.08% | +1,475+2,783.0% | Added |
| Ledyard National Bank | 1,529 | $383.1K | 0.03% | −495−24.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,540 | $386.0K | 0.03% | +273+21.5% | Added |
| Monograph Wealth Advisors, LLC | 1,545 | $387.1K | 0.04% | +1,545 | New |
| Wealth Quarterback LLC | 1,546 | $387.5K | 0.15% | +1,546 | New |
| Childress Capital Advisors, LLC | 1,556 | $390.1K | 0.07% | +2+0.1% | Added |
| Northwest Wealth Management, LLC | 1,558 | $390.4K | 0.06% | +1,558 | New |
| Drive Wealth Management, LLC | 1,559 | $390.8K | 0.08% | −103−6.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,560 | $390.9K | 0.04% | −86−5.2% | Reduced |
| Rathbone Brothers plc | 1,569 | $393.2K | 0.00% | −39−2.4% | Reduced |
| Ruggiero Investments, Inc. | 1,571 | $393.7K | 0.38% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,582 | $396.4K | 0.05% | +1,582 | New |
| Centerpoint Advisory Group | 1,586 | $397.4K | 0.30% | +256+19.2% | Added |
| Gilpin Wealth Management, LLC | 1,595 | $399.7K | 0.32% | −10−0.6% | Reduced |
| Wealth Management Associates, Inc. | 1,615 | $404.7K | 0.14% | −1,256−43.7% | Reduced |
| Enclave Advisors LLC | 1,615 | $404.8K | 0.06% | −1,232−43.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,621 | $406.2K | 0.04% | +1,621 | New |
| Poinciana Advisors Group, LLC | 1,623 | $406.7K | 0.32% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 1,632 | $408.9K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,634 | $409.5K | 0.05% | +812+98.8% | Added |
| Verus Capital Partners, LLC | 1,641 | $411.2K | 0.03% | −2,424−59.6% | Reduced |
| Ingalls & Snyder LLC | 1,643 | $412.0K | 0.01% | −979−37.3% | Reduced |
| Bellecapital International Ltd. | 1,649 | $413.2K | 0.07% | −1,407−46.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,653 | $414.2K | 0.03% | +318+23.8% | Added |
| Gen-Wealth Partners Inc | 1,661 | $416.2K | 0.13% | +15+0.9% | Added |
| Knightsbridge Asset Management, LLC | 1,665 | $417.2K | 0.06% | +1,665 | New |
| West Family Investments, Inc. | 1,667 | $417.7K | 0.15% | −775−31.7% | Reduced |
| Guinness Asset Management LTD | 1,677 | $420.2K | 0.01% | −488−22.5% | Reduced |
| Ballast Rock Private Wealth LLC | 1,678 | $420.4K | 0.23% | +1+0.1% | Added |
| Western Financial Corp | 1,679 | $420.7K | 0.16% | +1,679 | New |
| McGuire Investment Group, LLC | 1,688 | $423.0K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,706 | $427.5K | 0.03% | +260+18.0% | Added |
| XML Financial, LLC | 1,710 | $428.5K | 0.03% | +345+25.3% | Added |
| Portside Wealth Group, LLC | 1,711 | $428.7K | 0.06% | +383+28.8% | Added |
| Commerzbank Aktiengesellschaft | 1,714 | $429.0K | 0.01% | +1,714 | New |
| Bosman Wealth Management, LLC | 1,723 | $431.7K | 0.38% | −138−7.4% | Reduced |
| Ethos Financial Group, LLC | 1,756 | $440.0K | 0.03% | +208+13.4% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $441.0K | 0.19% | 0 | New |
| Picton Mahoney Asset Management | 1,762 | $441.5K | 0.00% | +1,762 | New |
| My Portfolio Guide, LLC | 1,767 | $442.8K | 0.24% | +1,767 | New |
| CenterBook Partners LP | 1,769 | $443.3K | 0.02% | −23,826−93.1% | Reduced |
| First Citizens Bank & Trust Co | 1,771 | $443.8K | 0.01% | −734−29.3% | Reduced |
| Blueshift Asset Management, LLC | 1,775 | $444.8K | 0.13% | +149+9.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,794 | $449.5K | 0.05% | +1,042+138.6% | Added |
| Congress Park Capital LLC | 1,795 | $449.8K | 0.14% | −525−22.6% | Reduced |
| Montag A & Associates Inc | 1,800 | $451.0K | 0.02% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,801 | $451.2K | 0.07% | +202+12.6% | Added |
| Stratos Wealth Advisors, LLC | 1,801 | $451.5K | 0.03% | −1,274−41.4% | Reduced |
| Greenleaf Trust | 1,805 | $452.3K | 0.00% | +1,805 | New |
| Quotient Wealth Partners, LLC | 1,813 | $454.4K | 0.01% | +45+2.5% | Added |
| BSW Wealth Partners | 1,814 | $454.6K | 0.06% | +407+28.9% | Added |
| Intrua Financial, LLC | 1,816 | $455.0K | 0.05% | −2−0.1% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,816 | $455.1K | 0.15% | +11+0.6% | Added |
| Midwest Trust Co | 1,827 | $457.9K | 0.01% | +78+4.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,833 | $459.3K | 0.01% | +130+7.6% | Added |
| Hollencrest Capital Management | 1,835 | $459.9K | 0.02% | −527−22.3% | Reduced |
| TD Private Client Wealth LLC | 1,842 | $461.6K | 0.01% | +273+17.4% | Added |
| Interchange Capital Partners, LLC | 3,793 | $464.3K | 0.15% | −965−20.3% | Reduced |
| Aprio Wealth Management, LLC | 1,856 | $465.1K | 0.03% | +545+41.6% | Added |
| Gryphon Financial Partners LLC | 1,861 | $466.3K | 0.05% | −293−13.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,863 | $466.8K | 0.07% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,369 | $466.9K | 1.55% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,865 | $467.3K | 0.10% | −91−4.7% | Reduced |
| Vann Equity Management LLC | 1,869 | $468.5K | 0.33% | +1,869 | New |
| Archford Capital Strategies, LLC | 1,889 | $473.4K | 0.05% | +309+19.6% | Added |
| Banque Transatlantique SA | 1,893 | $475.3K | 0.01% | +1,893 | New |
| Tred Avon Family Wealth, LLC | 1,898 | $475.6K | 0.16% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,903 | $476.9K | 0.01% | +1,903 | New |
| Onyx Bridge Wealth Group LLC | 1,908 | $478.1K | 0.05% | +40+2.1% | Added |
| Severin Investments, LLC | 1,910 | $478.6K | 0.41% | +1,910 | New |
| AAFMAA Wealth Management & Trust LLC | 1,914 | $479.6K | 0.19% | −2,071−52.0% | Reduced |
| Register Financial Advisors LLC | 1,920 | $481.2K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,934 | $484.6K | 0.07% | −416−17.7% | Reduced |
| IHT Wealth Management, LLC | 1,939 | $485.8K | 0.01% | +175+9.9% | Added |
| Gladstone Institutional Advisory LLC | 1,949 | $488.4K | 0.02% | −30−1.5% | Reduced |
| Baader Bank INC | 2,105 | $489.7K | 0.05% | +2,105 | New |
| Narwhal Capital Management | 1,955 | $489.9K | 0.04% | −740−27.5% | Reduced |
| Foresight Capital Management Advisors, Inc. | 1,956 | $490.1K | 0.27% | +1,956 | New |
| Galvin, Gaustad & Stein, LLC | 1,956 | $490.2K | 0.04% | −147−7.0% | Reduced |
| Soltis Investment Advisors LLC | 1,965 | $492.4K | 0.03% | +441+28.9% | Added |
| Prelude Capital Management, LLC | 1,966 | $492.6K | 0.04% | −3,239−62.2% | Reduced |