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 |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 1,968 | $493.1K | 0.01% | −93−4.5% | Reduced |
| Raleigh Capital Management Inc. | 1,971 | $494.0K | 0.17% | −469−19.2% | Reduced |
| F/M Investments LLC | 1,976 | $495.1K | 0.03% | −22,549−91.9% | Reduced |
| Colonial River Wealth Management, LLC | 1,981 | $496.4K | 0.18% | −2,835−58.9% | Reduced |
| Lebenthal Global Advisors, LLC | 1,986 | $497.7K | 0.07% | −17−0.8% | Reduced |
| Canton Hathaway, LLC | 2,000 | $501.2K | 0.10% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,000 | $501.2K | 0.19% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 2,000 | $501.2K | 0.08% | +2,000 | New |
| Investment Partners, Ltd. | 2,005 | $502.5K | 0.18% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,008 | $503.1K | 0.07% | −2−0.1% | Reduced |
| Avail Investment Partners, LLC | 2,012 | $504.0K | 0.54% | +2,012 | New |
| Benjamin Edwards Inc | 2,016 | $505.3K | 0.01% | +147+7.9% | Added |
| Cahill Financial Advisors Inc | 2,019 | $505.9K | 0.05% | +46+2.3% | Added |
| Creative Financial Designs Inc | 2,021 | $506.4K | 0.03% | −106−5.0% | Reduced |
| Signature Wealth Management Group | 2,023 | $506.9K | 0.19% | +2,023 | New |
| GTS Securities LLC | 2,027 | $507.9K | 0.02% | +507+33.4% | Added |
| L2 Asset Management, LLC | 2,032 | $509.2K | 0.05% | +137+7.2% | Added |
| Range Advisory, LLC | 2,032 | $509.2K | 0.09% | +2,032 | New |
| Insigneo Advisory Services, LLC | 2,034 | $509.6K | 0.04% | +294+16.9% | Added |
| Voleon Capital Management LP | 2,035 | $509.9K | 0.01% | +277+15.8% | Added |
| Regal Investment Advisors LLC | 2,037 | $510.5K | 0.03% | −53−2.5% | Reduced |
| Visionary Wealth Advisors | 2,038 | $510.8K | 0.02% | −56−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,040 | $511.2K | 0.03% | +226+12.5% | Added |
| Investment Management Trust, LLC | 2,052 | $514.1K | 0.50% | +2,052 | New |
| Vines Capital Management, LLC | 2,054 | $514.7K | 0.51% | −6−0.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,066 | $517.7K | 0.14% | −39−1.9% | Reduced |
| Gateway Wealth Partners, LLC | 2,071 | $519.0K | 0.02% | +2,071 | New |
| AlphaGrep UK Ltd | 2,073 | $519.5K | 0.15% | +211+11.3% | Added |
| Barton Investment Management | 2,085 | $522.5K | 0.07% | −125−5.7% | Reduced |
| FDx Advisors, Inc. | 2,093 | $524.0K | 0.17% | +2,093 | New |
| GGM Financials LLC | 2,092 | $524.3K | 0.24% | +2,092 | New |
| Chilton Investment Co LLC | 2,096 | $525.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,098 | $525.8K | 0.09% | −589−21.9% | Reduced |
| Shay Capital LLC | 2,100 | $526.2K | 0.07% | −14,150−87.1% | Reduced |
| Redwood Family Wealth LLC | 2,107 | $528.0K | 0.52% | +5+0.2% | Added |
| Ossiam | 2,112 | $529.2K | 0.01% | −715−25.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,114 | $529.7K | 0.03% | −181−7.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,120 | $531.2K | 0.02% | −162−7.1% | Reduced |
| Rehmann Capital Advisory Group | 2,126 | $532.3K | 0.03% | +544+34.4% | Added |
| Modera Wealth Management, LLC | 2,126 | $532.7K | 0.01% | +52+2.5% | Added |
| LeConte Wealth Management, LLC | 2,128 | $533.2K | 0.34% | +352+19.8% | Added |
| RMR Wealth Builders | 2,146 | $537.8K | 0.04% | +91+4.4% | Added |
| Balance Wealth, LLC | 2,149 | $538.7K | 0.17% | +60+2.9% | Added |
| Horizon Investment Services, LLC | 2,165 | $542.5K | 0.19% | −25−1.1% | Reduced |
| QTR Family Wealth, LLC | 1,750 | $543.5K | 0.23% | +744+74.0% | Added |
| Aire Advisors, LLC | 2,170 | $543.7K | 0.10% | +150+7.4% | Added |
| Avise Financial Cooperative, Inc. | 2,173 | $544.6K | 0.45% | −182−7.7% | Reduced |
| Bessemer Group Inc | 2,174 | $545.0K | 0.00% | +1,606+282.7% | Added |
| Geneos Wealth Management Inc. | 2,181 | $546.6K | 0.01% | +202+10.2% | Added |
| Nautilus Advisors LLC | 2,199 | $551.0K | 0.38% | +57+2.7% | Added |
| Sym Financial Corp | 2,209 | $553.5K | 0.06% | −238−9.7% | Reduced |
| Clark Financial Services Group Inc | 2,210 | $553.8K | 0.31% | +2,210 | New |
| bLong Financial, LLC | 2,220 | $556.3K | 0.42% | −500−18.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,220 | $556.4K | 0.19% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 2,221 | $556.5K | 0.11% | +763+52.3% | Added |
| Family Management Corp | 2,223 | $557.0K | 0.07% | +317+16.6% | Added |
| Oxford Financial Group Ltd | 2,231 | $559.0K | 0.03% | +2,231 | New |
| Ostrum Asset Management | 2,235 | $560.0K | 0.03% | −4,437−66.5% | Reduced |
| Prospect Financial Services LLC | 2,239 | $561.1K | 0.34% | −270−10.8% | Reduced |
| Waterfront Wealth Inc. | 2,250 | $563.8K | 0.10% | −3−0.1% | Reduced |
| Clay Northam Wealth Management, LLC | 2,250 | $563.8K | 0.32% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 2,262 | $566.8K | 0.48% | −61−2.6% | Reduced |
| Goldenstone Wealth Management LLC | 2,269 | $568.5K | 0.41% | +4+0.2% | Added |
| Caisse des Depots Et Consignations | 2,282 | $571.8K | 0.01% | +2,282 | New |
| Secure Asset Management, LLC | 2,290 | $573.8K | 0.09% | +154+7.2% | Added |
| Simplicity Wealth,LLC | 2,297 | $575.6K | 0.03% | +649+39.4% | Added |
| Norden Group LLC | 2,305 | $577.7K | 0.06% | +2,305 | New |
| Transcend Wealth Collective, LLC | 2,318 | $580.9K | 0.05% | −5−0.2% | Reduced |
| Invested Advisors | 2,319 | $581.1K | 0.59% | −26−1.1% | Reduced |
| Partners Capital Investment Group, LLP | 2,320 | $581.3K | 0.02% | −500−17.7% | Reduced |
| HM Payson & Co | 2,323 | $582.1K | 0.01% | −122−5.0% | Reduced |
| CRA Financial Services, LLC | 2,328 | $583.4K | 0.08% | −22−0.9% | Reduced |
| Clear Wave Wealth Management LLC | 2,343 | $587.1K | 0.15% | +2,343 | New |
| Pinnacle Financial Partners, Inc. | 2,344 | $587.7K | 0.00% | +490+26.4% | Added |
| Washburn Capital Management, Inc. | 2,350 | $588.9K | 0.34% | −150−6.0% | Reduced |
| Kaufman Rossin Wealth, LLC | 2,356 | $590.4K | 0.34% | −812−25.6% | Reduced |
| TigerOak Management, L.L.C. | 2,363 | $592.1K | 0.19% | −41−1.7% | Reduced |
| Ariadne Wealth Management, LP | 2,373 | $594.6K | 0.27% | +103+4.5% | Added |
| Rockland Trust Co | 2,382 | $596.9K | 0.02% | −71−2.9% | Reduced |
| Platform Technology Partners | 2,398 | $600.8K | 0.12% | −500−17.3% | Reduced |
| Laurion Capital Management LP | 2,400 | $601.4K | 0.06% | −3,600−60.0% | Reduced |
| IKE Capital, LLC | 2,400 | $601.4K | 0.34% | +2,400 | New |
| Neo Ivy Capital Management | 2,405 | $602.6K | 0.16% | +2,405 | New |
| Optimist Retirement Group LLC | 2,407 | $603.1K | 0.27% | −55−2.2% | Reduced |
| Mission Wealth Management, LP | 2,409 | $603.6K | 0.01% | −2,656−52.4% | Reduced |
| Requisite Capital Management, LLC | 2,415 | $605.1K | 0.11% | +12+0.5% | Added |
| Kerr Financial Planning Corp | 2,006 | $605.4K | 0.75% | +10.0% | Added |
| Bigelow Investment Advisors, LLC | 2,419 | $606.2K | 0.24% | +278+13.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,423 | $607.1K | 0.00% | +2,423 | New |
| Hanseatic Management Services Inc | 2,435 | $610.2K | 0.58% | +2,435 | New |
| Leonteq Securities AG | 2,440 | $611.4K | 0.04% | −12,801−84.0% | Reduced |
| Abacus Wealth Partners, LLC | 2,452 | $614.4K | 0.06% | +135+5.8% | Added |
| Foster Victor Wealth Advisors, LLC | 1,982 | $615.4K | 0.04% | +359+22.1% | Added |
| Essex Financial Services, Inc. | 2,479 | $621.2K | 0.03% | +14+0.6% | Added |
| Sovran Advisors, LLC | 1,893 | $621.7K | 0.05% | −27,178−93.5% | Reduced |
| Plan A Wealth LLC | 2,487 | $623.2K | 0.30% | +41+1.7% | Added |
| Perpetual Ltd | 2,487 | $623.2K | 0.01% | −1,130−31.2% | Reduced |
| Sig Brokerage, LP | 2,488 | $623.4K | 0.18% | +2,488 | New |
| Hancock Whitney Corp | 1,904 | $624.4K | 0.01% | −263−12.1% | Reduced |
| Advisory Alpha, LLC | 2,495 | $625.2K | 0.02% | +2,495 | New |