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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 2,497 | $625.7K | 0.22% | −1,600−39.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,498 | $626.0K | 0.01% | +1,407+129.0% | Added |
| Tyche Wealth Partners LLC | 2,527 | $633.2K | 0.10% | +500+24.7% | Added |
| Sentinus, LLC | 2,536 | $635.5K | 0.06% | +2,536 | New |
| Pitcairn Wealth Advisors LLC | 3,930 | $636.7K | 0.06% | 00.0% | Unchanged |
| Frec Markets, Inc. | 2,551 | $639.2K | 0.11% | +2,551 | New |
| GWN Securities Inc. | 2,553 | $639.8K | 0.12% | +209+8.9% | Added |
| Millennium Capital Advisors, LLC | 2,561 | $641.8K | 0.40% | +102+4.1% | Added |
| TownSquare Capital, LLC | 2,565 | $642.7K | 0.14% | +2,565 | New |
| GeoWealth Management, LLC | 2,584 | $647.7K | 0.02% | −51−1.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,585 | $647.7K | 0.20% | +2,585 | New |
| Beacon Financial Advisory LLC | 2,585 | $647.8K | 0.15% | +189+7.9% | Added |
| Financial Partners Group, Inc | 2,586 | $648.0K | 0.08% | −150−5.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,587 | $648.3K | 0.18% | +2,587 | New |
| J2 Capital Management Inc | 2,588 | $648.5K | 0.44% | +2,588 | New |
| Strategies Wealth Advisors, LLC | 2,589 | $648.8K | 0.07% | −1,243−32.4% | Reduced |
| First Community Trust NA | 2,606 | $653.0K | 0.48% | +490+23.2% | Added |
| Range Financial Group LLC | 2,621 | $656.8K | 0.22% | +174+7.1% | Added |
| Aptus Capital Advisors, LLC | 2,650 | $664.1K | 0.01% | +509+23.8% | Added |
| Roman Butler Fullerton & Co | 2,366 | $664.8K | 0.18% | +10+0.4% | Added |
| Sunpointe, LLC | 2,653 | $664.8K | 0.22% | +2,653 | New |
| Moran Wealth Management, LLC | 2,660 | $666.5K | 0.02% | +2,660 | New |
| Cambria Investment Management, L.P. | 2,671 | $669.3K | 0.04% | +1,384+107.5% | Added |
| Nations Financial Group Inc, | 2,677 | $670.8K | 0.03% | −317−10.6% | Reduced |
| BTG Pactual Asset Management US LLC | 2,698 | $676.1K | 0.07% | −715−20.9% | Reduced |
| Founders Financial Securities LLC | 2,363 | $679.7K | 0.04% | −53−2.2% | Reduced |
| Philip James Wealth Mangement, LLC | 2,716 | $680.6K | 0.08% | −16−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,726 | $683.1K | 0.04% | +2,726 | New |
| Larson Financial Group LLC | 2,757 | $690.7K | 0.02% | −203−6.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,352 | $694.1K | 0.06% | +243+11.5% | Added |
| Horizon Family Wealth, Inc. | 2,777 | $696.0K | 0.37% | −578−17.2% | Reduced |
| Great Lakes Advisors, LLC | 2,794 | $700.1K | 0.01% | +9+0.3% | Added |
| Markin Volterra Fund LP | 2,805 | $702.9K | 6.56% | +377+15.5% | Added |
| Bluesphere Advisors, LLC | 2,809 | $703.9K | 0.25% | −240−7.9% | Reduced |
| Willner & Heller, LLC | 2,813 | $704.8K | 0.53% | −576−17.0% | Reduced |
| Fiduciary Financial Group, LLC | 2,818 | $706.0K | 0.09% | −555−16.5% | Reduced |
| Leo Wealth, LLC | 2,838 | $711.2K | 0.05% | −201−6.6% | Reduced |
| Smartleaf Asset Management LLC | 3,037 | $711.3K | 0.03% | +407+15.5% | Added |
| World Equity Group, Inc. | 2,842 | $712.1K | 0.18% | +96+3.5% | Added |
| Atticus Wealth Management, LLC | 2,845 | $712.9K | 0.19% | −84−2.9% | Reduced |
| Petredis Investment Advisors LLC | 2,861 | $716.9K | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,861 | $716.9K | 0.00% | +2,861 | New |
| Optas, LLC | 2,866 | $718.2K | 0.11% | −13−0.5% | Reduced |
| Dudley Capital Management, LLC | 2,875 | $720.4K | 0.32% | −600−17.3% | Reduced |
| LexAurum Advisors, LLC | 2,889 | $724.0K | 0.09% | +2,889 | New |
| Capital Performance Advisors LLP | 2,890 | $724.2K | 0.05% | +255+9.7% | Added |
| Almanack Investment Partners, LLC. | 2,900 | $726.7K | 0.12% | −79−2.7% | Reduced |
| Magnus Financial Group LLC | 2,903 | $727.5K | 0.06% | +422+17.0% | Added |
| Investors Asset Management of Georgia Inc | 2,920 | $731.7K | 0.30% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,922 | $732.2K | 0.04% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 2,930 | $734.2K | 0.45% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 2,934 | $735.2K | 0.11% | +395+15.6% | Added |
| Hohimer Wealth Management, LLC | 2,942 | $737.2K | 0.09% | −3,322−53.0% | Reduced |
| Alta Capital Management LLC | 2,943 | $737.6K | 0.06% | +10.0% | Added |
| Sharp Financial Services, LLC | 2,955 | $740.5K | 0.37% | −50−1.7% | Reduced |
| Opinicus Capital, Inc. | 2,960 | $741.6K | 0.52% | −675−18.6% | Reduced |
| Nemes Rush Group LLC | 2,962 | $742.3K | 0.07% | −4−0.1% | Reduced |
| Sagespring Wealth Partners, LLC | 2,962 | $742.3K | 0.01% | +169+6.1% | Added |
| Davenport & Co LLC | 2,964 | $742.6K | 0.00% | +150+5.3% | Added |
| True Vision MN LLC | 2,967 | $743.5K | 0.38% | −98−3.2% | Reduced |
| Philadelphia Trust Co | 2,975 | $745.0K | 0.05% | +500+20.2% | Added |
| Altfest L J & Co Inc | 2,994 | $750.2K | 0.08% | +2,994 | New |
| Aspetuck Financial Management LLC | 3,003 | $752.5K | 0.52% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3,011 | $754.5K | 0.41% | +3,011 | New |
| Rational Advisors LLC | 3,021 | $757.0K | 0.08% | +3,021 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,021 | $757.0K | 0.04% | +700+30.2% | Added |
| Banco Santander, S.A. | 3,024 | $757.8K | 0.01% | −3,015−49.9% | Reduced |
| Savvy Advisors, Inc. | 3,032 | $759.8K | 0.02% | +1,618+114.4% | Added |
| American Trust | 3,040 | $761.8K | 0.07% | −846−21.8% | Reduced |
| SFE Investment Counsel | 3,052 | $764.8K | 0.12% | +32+1.1% | Added |
| Fairfield Financial Advisors, LTD | 3,068 | $768.9K | 0.26% | +504+19.7% | Added |
| RMB Capital Management, LLC | 3,088 | $773.8K | 0.01% | +1,162+60.3% | Added |
| Holderness Investments Co | 3,111 | $779.6K | 0.16% | +1,272+69.2% | Added |
| Wealth Intelligence, LLC | 3,111 | $779.6K | 0.37% | +3,111 | New |
| Forefront Wealth Partners, LLC | 3,130 | $784.4K | 0.33% | −1,818−36.7% | Reduced |
| Jefferies Financial Group Inc. | 3,132 | $784.8K | 0.01% | −50,050−94.1% | Reduced |
| Schmidt P J Investment Management Inc | 3,138 | $786.3K | 0.13% | +85+2.8% | Added |
| Legato Capital Management LLC | 3,146 | $788.3K | 0.07% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,158 | $791.3K | 0.05% | +660+26.4% | Added |
| Caerus Investment Advisors, LLC | 3,163 | $792.6K | 0.33% | +974+44.5% | Added |
| Titleist Asset Management, LLC | 3,176 | $795.9K | 0.06% | −723−18.5% | Reduced |
| State of Wyoming | 3,192 | $799.9K | 0.09% | −240−7.0% | Reduced |
| Liberty Wealth Management LLC | 3,186 | $799.9K | 0.10% | −409−11.4% | Reduced |
| Jacobi Capital Management LLC | 3,193 | $800.0K | 0.04% | +232+7.8% | Added |
| Redwood Financial Network Corp | 3,197 | $801.1K | 0.53% | −344−9.7% | Reduced |
| Sowell Financial Services LLC | 3,200 | $801.9K | 0.03% | +168+5.5% | Added |
| Exchange Traded Concepts, LLC | 3,202 | $802.4K | 0.01% | +1,826+132.7% | Added |
| Biltmore Family Office, LLC | 3,214 | $805.4K | 0.11% | +3,214 | New |
| Central Trust Co | 3,228 | $808.9K | 0.02% | +965+42.6% | Added |
| ABN AMRO Bank N.V. | 3,209 | $808.9K | 0.01% | +3,209 | New |
| Levin Capital Strategies, L.P. | 3,243 | $812.7K | 0.06% | +2,875+781.3% | Added |
| Grandview Asset Management LLC | 3,264 | $818.0K | 0.24% | −186−5.4% | Reduced |
| Chicago Trust Co NA | 3,267 | $818.6K | 0.13% | +1,438+78.6% | Added |
| 1776 Wealth LLC | 3,286 | $823.4K | 0.32% | +50+1.5% | Added |
| Brown Brothers Harriman & Co | 3,302 | $827.4K | 0.00% | +3,094+1,487.5% | Added |
| Reliant Investment Partners, LLC | 3,328 | $833.9K | 0.69% | +753+29.2% | Added |
| SCS Capital Management LLC | 3,329 | $834.3K | 0.01% | −21−0.6% | Reduced |
| Concentrum Wealth Management | 3,340 | $836.9K | 0.25% | +37+1.1% | Added |
| Clear Creek Financial Management, LLC | 3,347 | $838.8K | 0.06% | −358−9.7% | Reduced |
| Caldwell Investment Management Ltd. | 3,600 | $844.2K | 0.33% | +3,600 | New |