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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 5,205 | $1.30M | 0.57% | −54−1.0% | Reduced |
| Wedmont Private Capital | 4,637 | $1.30M | 0.04% | +906+24.3% | Added |
| Hazlett, Burt & Watson, Inc. | 5,139 | $1.29M | 0.41% | +11+0.2% | Added |
| Presidio Capital Management, LLC | 5,163 | $1.29M | 0.38% | +47+0.9% | Added |
| Hudock, Inc. | 5,116 | $1.28M | 0.19% | −489−8.7% | Reduced |
| GAMMA Investing LLC | 5,089 | $1.28M | 0.06% | +1,409+38.3% | Added |
| Win Advisors, Inc | 5,082 | $1.27M | 0.58% | −459−8.3% | Reduced |
| LMR Partners LLP | 5,075 | $1.27M | 0.01% | −64,925−92.8% | Reduced |
| JBR Co Financial Management Inc | 7,817 | $1.27M | 0.53% | 00.0% | Unchanged |
| Fiduciary Trust Co | 5,046 | $1.26M | 0.01% | +236+4.9% | Added |
| Hunting Hill Global Capital, LLC | 5,043 | $1.26M | 1.51% | −5,518−52.2% | Reduced |
| Segment Wealth Management, LLC | 5,042 | $1.26M | 0.07% | −20.0% | Reduced |
| Balyasny Asset Management LLC | 5,037 | $1.26M | 0.00% | +5,037 | New |
| RFG Advisory, LLC | 5,033 | $1.26M | 0.02% | +1,968+64.2% | Added |
| Jacobs Levy Equity Management, Inc | 5,009 | $1.26M | 0.01% | −6,196−55.3% | Reduced |
| WT Asset Management Ltd | 5,000 | $1.25M | 0.03% | −344,173−98.6% | Reduced |
| Harbor Advisors LLC | 5,000 | $1.25M | 0.18% | 00.0% | Unchanged |
| VGI Partners Ltd | 5,000 | $1.25M | 0.07% | +2,500+100.0% | Added |
| Fortress Private Ledger, LLC | 4,998 | $1.25M | 0.39% | +275+5.8% | Added |
| Central Pacific Bank - Trust Division | 4,989 | $1.25M | 0.16% | −1,000−16.7% | Reduced |
| New England Research & Management, Inc. | 4,950 | $1.24M | 0.52% | −3,479−41.3% | Reduced |
| AlTi Global, Inc. | 4,945 | $1.24M | 0.03% | +9+0.2% | Added |
| Dover Advisors, LLC | 4,870 | $1.22M | 0.50% | −1,712−26.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,870 | $1.22M | 0.02% | −5,153−51.4% | Reduced |
| Principal Street Partners, LLC | 4,846 | $1.21M | 0.20% | −937−16.2% | Reduced |
| NBZ Investment Advisors LLC | 4,805 | $1.20M | 0.53% | +4,805 | New |
| Veracity Capital LLC | 4,797 | $1.20M | 0.43% | −824−14.7% | Reduced |
| Strategic Investment Advisors | 4,756 | $1.20M | 0.08% | +1,906+66.9% | Added |
| Kepler Cheuvreux (Suisse) SA | 4,750 | $1.19M | 0.08% | −686−12.6% | Reduced |
| HighPoint Advisor Group LLC | 4,746 | $1.19M | 0.05% | −22,161−82.4% | Reduced |
| Claro Advisors LLC | 4,728 | $1.18M | 0.14% | +433+10.1% | Added |
| Fox Run Management, L.L.C. | 5,058 | $1.18M | 0.21% | +1,016+25.1% | Added |
| Pincus Capital Management, LP | 4,713 | $1.18M | 0.82% | +38+0.8% | Added |
| C M Bidwell & Associates Ltd | 4,692 | $1.18M | 0.55% | −26−0.6% | Reduced |
| Dynasty Wealth Management, LLC | 4,686 | $1.17M | 0.01% | −338−6.7% | Reduced |
| Quadcap Wealth Management, LLC | 4,680 | $1.17M | 0.13% | −603−11.4% | Reduced |
| Lederer & Associates Investment Counsel | 4,624 | $1.16M | 0.82% | −155−3.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $1.15M | 0.16% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 4,600 | $1.15M | 0.03% | +4,600 | New |
| Capital Analysts, LLC | 4,589 | $1.15M | 0.03% | −2,000−30.4% | Reduced |
| Camden Capital, LLC | 4,502 | $1.13M | 0.07% | +2,207+96.2% | Added |
| Ausdal Financial Partners, Inc. | 4,496 | $1.13M | 0.05% | +544+13.8% | Added |
| Golden State Equity Partners | 4,496 | $1.13M | 0.09% | +1,530+51.6% | Added |
| Kane Investment Management, Inc. | 4,491 | $1.13M | 0.58% | +112+2.6% | Added |
| D.A. Davidson & Co. | 4,470 | $1.12M | 0.01% | −781−14.9% | Reduced |
| MONECO Advisors, LLC | 4,430 | $1.11M | 0.09% | +4+0.1% | Added |
| Rothschild Investment LLC | 4,424 | $1.11M | 0.06% | +1,739+64.8% | Added |
| Frank, Rimerman Advisors LLC | 4,418 | $1.11M | 0.07% | +737+20.0% | Added |
| Tripletail Wealth Management, LLC | 4,236 | $1.11M | 1.51% | −450−9.6% | Reduced |
| Huntleigh Advisors, Inc. | 4,408 | $1.10M | 0.19% | +310+7.6% | Added |
| Globeflex Capital L P | 4,400 | $1.10M | 0.17% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,371 | $1.10M | 0.01% | +761+21.1% | Added |
| Outlook Wealth Advisors, LLC | 4,358 | $1.09M | 0.26% | −99−2.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,338 | $1.09M | 0.15% | +16+0.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,317 | $1.08M | 0.29% | −351−7.5% | Reduced |
| Sax Wealth Advisors, LLC | 6,666 | $1.08M | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,308 | $1.08M | 0.04% | +4,308 | New |
| MBL Wealth, LLC | 4,273 | $1.07M | 0.08% | +939+28.2% | Added |
| Heritage Trust Co | 4,255 | $1.07M | 0.11% | +103+2.5% | Added |
| Lotus Technology Management, LP | 4,240 | $1.06M | 3.97% | +4,240 | New |
| GLOBALT Investments LLC | 4,238 | $1.06M | 0.04% | −44−1.0% | Reduced |
| Argent Trust Co | 4,235 | $1.06M | 0.04% | −614−12.7% | Reduced |
| Inspire Advisors, LLC | 4,223 | $1.06M | 0.09% | +117+2.8% | Added |
| Harbour Investments, Inc. | 4,220 | $1.06M | 0.02% | −2,091−33.1% | Reduced |
| Greenline Wealth Management LLC | 4,186 | $1.05M | 1.21% | +105+2.6% | Added |
| Armis Advisers, LLC | 2,828 | $1.05M | 0.10% | +229+8.8% | Added |
| Prestige Wealth Management Group LLC | 4,171 | $1.05M | 0.21% | −1,122−21.2% | Reduced |
| Bluebird Wealth Management LLC | 4,163 | $1.04M | 1.07% | +155+3.9% | Added |
| 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 |
| Trinity Financial Advisors LLC | 4,127 | $1.03M | 0.29% | −299−6.8% | Reduced |
| Bridges Investment Management Inc | 4,125 | $1.03M | 0.01% | +20+0.5% | Added |
| Global Assets Advisory, LLC | 4,115 | $1.03M | 0.32% | −564−12.1% | Reduced |
| Element Pointe Advisors, LLC | 4,102 | $1.03M | 0.19% | −4,591−52.8% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,095 | $1.03M | 0.21% | −175−4.1% | Reduced |
| United Asset Strategies, Inc. | 4,023 | $1.01M | 0.08% | +4,023 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,021 | $1.01M | 0.16% | +78+2.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,006 | $1.00M | 0.30% | −542−11.9% | Reduced |
| Van Eck Associates Corp | 3,973 | $996.0K | 0.00% | +192+5.1% | Added |
| Wealthedge Investment Advisors, LLC | 3,959 | $992.0K | 0.36% | +57+1.5% | Added |
| Alta Wealth Advisors LLC | 3,949 | $989.5K | 0.32% | +210+5.6% | Added |
| CenterStar Asset Management, LLC | 3,946 | $988.6K | 0.95% | +3,946 | New |
| Maridea Wealth Management LLC | 3,942 | $987.8K | 0.14% | +3,942 | New |
| WealthBridge Capital Management, LLC | 3,930 | $984.8K | 0.23% | −521−11.7% | Reduced |
| Swisher Financial Concepts, Inc. | 3,922 | $982.8K | 0.55% | +31+0.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,911 | $980.0K | 0.28% | +429+12.3% | Added |
| PDS Planning, Inc | 3,890 | $974.8K | 0.06% | +273+7.5% | Added |
| Retireful, LLC | 3,879 | $972.0K | 1.37% | +3,879 | New |
| Calton & Associates, Inc. | 3,858 | $966.7K | 0.14% | −856−18.2% | Reduced |
| Mason & Associates Inc | 4,126 | $966.3K | 0.19% | +5+0.1% | Added |
| 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 |
| Profund Advisors LLC | 3,841 | $962.5K | 0.04% | +3,841 | New |
| Tactive Advisors, LLC | 3,830 | $959.7K | 0.27% | +933+32.2% | Added |
| BostonPremier Wealth LLC | 3,828 | $959.3K | 0.50% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 5,905 | $956.7K | 0.09% | +115+2.0% | Added |
| Exencial Wealth Advisors, LLC | 3,808 | $954.1K | 0.03% | +191+5.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $947.2K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,780 | $945.2K | 0.02% | +481+20.9% | Added |
| Parus Finance (UK) Ltd | 3,770 | $944.7K | 0.28% | −641−14.5% | Reduced |