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 |
|---|---|---|---|---|---|
| West Michigan Advisors, LLC | 3,373 | $845.2K | 0.19% | +3,373 | New |
| Beacon Financial Planning, Inc | 3,378 | $846.4K | 0.33% | +3,378 | New |
| Advisor OS, LLC | 3,391 | $849.7K | 0.06% | −42−1.2% | Reduced |
| Fort Sheridan Advisors LLC | 3,396 | $851.0K | 0.10% | −14−0.4% | Reduced |
| Advisors Capital Management, LLC | 3,404 | $853.0K | 0.01% | +89+2.7% | Added |
| Fedenia Advisers LLC | 3,410 | $854.5K | 0.63% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,431 | $859.7K | 0.03% | +3,431 | New |
| Dara Capital US, Inc. | 3,439 | $861.7K | 0.82% | +70+2.1% | Added |
| Ballentine Partners, LLC | 3,453 | $865.3K | 0.01% | +440+14.6% | Added |
| Acumen Wealth Advisors, LLC | 3,477 | $871.3K | 0.23% | +3,266+1,547.9% | Added |
| Icon Wealth Advisors, LLC | 2,853 | $873.5K | 0.06% | −14−0.5% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $877.0K | 0.62% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,507 | $878.7K | 0.24% | −418−10.6% | Reduced |
| Moneta Group Investment Advisors LLC | 3,511 | $879.7K | 0.01% | +12+0.3% | Added |
| Accurate Wealth Management, LLC | 3,007 | $886.8K | 0.11% | +347+13.0% | Added |
| Rakuten Securities, Inc. | 3,545 | $888.3K | 0.37% | −3,605−50.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,549 | $889.3K | 0.01% | −2,342−39.8% | Reduced |
| Glenmede Trust Co NA | 3,553 | $890.3K | 0.00% | +3,553 | New |
| AdvisorNet Financial, Inc | 3,573 | $895.3K | 0.05% | +2,721+319.4% | Added |
| Advyzon Investment Management, LLC | 3,584 | $898.1K | 0.08% | +383+12.0% | Added |
| Cigna Investments Inc | 3,602 | $902.0K | 0.14% | −92−2.5% | Reduced |
| Axq Capital, LP | 3,612 | $905.1K | 0.12% | −3,207−47.0% | Reduced |
| National Wealth Management Group, LLC | 3,612 | $905.1K | 0.34% | −2,002−35.7% | Reduced |
| Birch Hill Investment Advisors LLC | 3,625 | $908.4K | 0.04% | +850+30.6% | Added |
| Private Trust Co NA | 3,648 | $914.1K | 0.08% | −601−14.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,649 | $914.4K | 0.04% | +201+5.8% | Added |
| Kingsman Wealth Management, Inc. | 3,658 | $916.7K | 0.51% | −7,665−67.7% | Reduced |
| LightSquare Wealth Management, LLC | 3,672 | $920.1K | 0.69% | +3,672 | New |
| Aureus Asset Management, LLC | 3,673 | $920.4K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,677 | $921.4K | 0.02% | +668+22.2% | Added |
| Mosley Wealth Management | 6,124 | $923.9K | 0.42% | +63+1.0% | Added |
| Smith, Moore & Co. | 3,693 | $925.3K | 0.07% | −163−4.2% | Reduced |
| Daybright Advisory Services, Inc. | 3,705 | $928.5K | 0.26% | −4,684−55.8% | Reduced |
| Algebris (UK) Ltd | 3,717 | $929.9K | 0.07% | −970−20.7% | Reduced |
| Leavell Investment Management, Inc. | 3,719 | $931.9K | 0.04% | −110−2.9% | Reduced |
| MWA Asset Management | 3,720 | $932.2K | 0.51% | +493+15.3% | Added |
| Tower Research Capital LLC (TRC) | 3,726 | $933.7K | 0.02% | +1,332+55.6% | Added |
| DRW Securities, LLC | 3,728 | $934.2K | 0.05% | −293−7.3% | Reduced |
| Hantz Financial Services, Inc. | 3,741 | $937.0K | 0.01% | −88−2.3% | Reduced |
| Magnolia Capital Management Ltd | 3,740 | $937.0K | 0.63% | +640+20.6% | Added |
| Herold Advisors, Inc. | 3,767 | $943.9K | 0.21% | −523−12.2% | Reduced |
| Parus Finance (UK) Ltd | 3,770 | $944.7K | 0.28% | −641−14.5% | Reduced |
| HBK Sorce Advisory LLC | 2,780 | $945.2K | 0.02% | +481+20.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $947.2K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 3,808 | $954.1K | 0.03% | +191+5.3% | Added |
| Pinkerton Retirement Specialists, LLC | 5,905 | $956.7K | 0.09% | +115+2.0% | Added |
| BostonPremier Wealth LLC | 3,828 | $959.3K | 0.50% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 3,830 | $959.7K | 0.27% | +933+32.2% | Added |
| Profund Advisors LLC | 3,841 | $962.5K | 0.04% | +3,841 | New |
| Washington Capital Management Inc | 3,850 | $964.7K | 0.81% | −850−18.1% | Reduced |
| Seelaus Asset Management LLC | 3,850 | $964.7K | 0.70% | 00.0% | Unchanged |
| Mason & Associates Inc | 4,126 | $966.3K | 0.19% | +5+0.1% | Added |
| Calton & Associates, Inc. | 3,858 | $966.7K | 0.14% | −856−18.2% | Reduced |
| Retireful, LLC | 3,879 | $972.0K | 1.37% | +3,879 | New |
| PDS Planning, Inc | 3,890 | $974.8K | 0.06% | +273+7.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,911 | $980.0K | 0.28% | +429+12.3% | Added |
| Swisher Financial Concepts, Inc. | 3,922 | $982.8K | 0.55% | +31+0.8% | Added |
| WealthBridge Capital Management, LLC | 3,930 | $984.8K | 0.23% | −521−11.7% | Reduced |
| Maridea Wealth Management LLC | 3,942 | $987.8K | 0.14% | +3,942 | New |
| CenterStar Asset Management, LLC | 3,946 | $988.6K | 0.95% | +3,946 | New |
| Alta Wealth Advisors LLC | 3,949 | $989.5K | 0.32% | +210+5.6% | Added |
| Wealthedge Investment Advisors, LLC | 3,959 | $992.0K | 0.36% | +57+1.5% | Added |
| Van Eck Associates Corp | 3,973 | $996.0K | 0.00% | +192+5.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,006 | $1.00M | 0.30% | −542−11.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,021 | $1.01M | 0.16% | +78+2.0% | Added |
| United Asset Strategies, Inc. | 4,023 | $1.01M | 0.08% | +4,023 | New |
| Bedell Frazier Investment Counseling, LLC | 4,095 | $1.03M | 0.21% | −175−4.1% | Reduced |
| Element Pointe Advisors, LLC | 4,102 | $1.03M | 0.19% | −4,591−52.8% | Reduced |
| Global Assets Advisory, LLC | 4,115 | $1.03M | 0.32% | −564−12.1% | Reduced |
| Bridges Investment Management Inc | 4,125 | $1.03M | 0.01% | +20+0.5% | Added |
| Trinity Financial Advisors LLC | 4,127 | $1.03M | 0.29% | −299−6.8% | Reduced |
| WBI Investments | 4,136 | $1.04M | 0.29% | −1,067−20.5% | Reduced |
| Millington Securities, LLC | 4,136 | $1.04M | 0.29% | +4,136 | New |
| Bluebird Wealth Management LLC | 4,163 | $1.04M | 1.07% | +155+3.9% | Added |
| Prestige Wealth Management Group LLC | 4,171 | $1.05M | 0.21% | −1,122−21.2% | Reduced |
| Armis Advisers, LLC | 2,828 | $1.05M | 0.10% | +229+8.8% | Added |
| Greenline Wealth Management LLC | 4,186 | $1.05M | 1.21% | +105+2.6% | Added |
| Harbour Investments, Inc. | 4,220 | $1.06M | 0.02% | −2,091−33.1% | Reduced |
| Inspire Advisors, LLC | 4,223 | $1.06M | 0.09% | +117+2.8% | Added |
| Argent Trust Co | 4,235 | $1.06M | 0.04% | −614−12.7% | Reduced |
| GLOBALT Investments LLC | 4,238 | $1.06M | 0.04% | −44−1.0% | Reduced |
| Lotus Technology Management, LP | 4,240 | $1.06M | 3.97% | +4,240 | New |
| Heritage Trust Co | 4,255 | $1.07M | 0.11% | +103+2.5% | Added |
| MBL Wealth, LLC | 4,273 | $1.07M | 0.08% | +939+28.2% | Added |
| Edgestream Partners, L.P. | 4,308 | $1.08M | 0.04% | +4,308 | New |
| Sax Wealth Advisors, LLC | 6,666 | $1.08M | 0.05% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 4,317 | $1.08M | 0.29% | −351−7.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,338 | $1.09M | 0.15% | +16+0.4% | Added |
| Outlook Wealth Advisors, LLC | 4,358 | $1.09M | 0.26% | −99−2.2% | Reduced |
| Savant Capital, LLC | 4,371 | $1.10M | 0.01% | +761+21.1% | Added |
| Globeflex Capital L P | 4,400 | $1.10M | 0.17% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,408 | $1.10M | 0.19% | +310+7.6% | Added |
| Tripletail Wealth Management, LLC | 4,236 | $1.11M | 1.51% | −450−9.6% | Reduced |
| Frank, Rimerman Advisors LLC | 4,418 | $1.11M | 0.07% | +737+20.0% | Added |
| Rothschild Investment LLC | 4,424 | $1.11M | 0.06% | +1,739+64.8% | Added |
| MONECO Advisors, LLC | 4,430 | $1.11M | 0.09% | +4+0.1% | Added |
| D.A. Davidson & Co. | 4,470 | $1.12M | 0.01% | −781−14.9% | Reduced |
| Kane Investment Management, Inc. | 4,491 | $1.13M | 0.58% | +112+2.6% | Added |
| Golden State Equity Partners | 4,496 | $1.13M | 0.09% | +1,530+51.6% | Added |
| Ausdal Financial Partners, Inc. | 4,496 | $1.13M | 0.05% | +544+13.8% | Added |