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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 3,767 | $943.9K | 0.21% | −523−12.2% | 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 |
| DRW Securities, LLC | 3,728 | $934.2K | 0.05% | −293−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,726 | $933.7K | 0.02% | +1,332+55.6% | Added |
| MWA Asset Management | 3,720 | $932.2K | 0.51% | +493+15.3% | Added |
| Leavell Investment Management, Inc. | 3,719 | $931.9K | 0.04% | −110−2.9% | Reduced |
| Algebris (UK) Ltd | 3,717 | $929.9K | 0.07% | −970−20.7% | Reduced |
| Daybright Advisory Services, Inc. | 3,705 | $928.5K | 0.26% | −4,684−55.8% | Reduced |
| Smith, Moore & Co. | 3,693 | $925.3K | 0.07% | −163−4.2% | Reduced |
| Mosley Wealth Management | 6,124 | $923.9K | 0.42% | +63+1.0% | Added |
| Americana Partners, LLC | 3,677 | $921.4K | 0.02% | +668+22.2% | Added |
| Aureus Asset Management, LLC | 3,673 | $920.4K | 0.06% | 00.0% | Unchanged |
| LightSquare Wealth Management, LLC | 3,672 | $920.1K | 0.69% | +3,672 | New |
| Kingsman Wealth Management, Inc. | 3,658 | $916.7K | 0.51% | −7,665−67.7% | Reduced |
| Catalytic Wealth RIA, LLC | 3,649 | $914.4K | 0.04% | +201+5.8% | Added |
| Private Trust Co NA | 3,648 | $914.1K | 0.08% | −601−14.1% | Reduced |
| Birch Hill Investment Advisors LLC | 3,625 | $908.4K | 0.04% | +850+30.6% | Added |
| National Wealth Management Group, LLC | 3,612 | $905.1K | 0.34% | −2,002−35.7% | Reduced |
| Axq Capital, LP | 3,612 | $905.1K | 0.12% | −3,207−47.0% | Reduced |
| Cigna Investments Inc | 3,602 | $902.0K | 0.14% | −92−2.5% | Reduced |
| Advyzon Investment Management, LLC | 3,584 | $898.1K | 0.08% | +383+12.0% | Added |
| AdvisorNet Financial, Inc | 3,573 | $895.3K | 0.05% | +2,721+319.4% | Added |
| Glenmede Trust Co NA | 3,553 | $890.3K | 0.00% | +3,553 | New |
| Vestmark Advisory Solutions, Inc. | 3,549 | $889.3K | 0.01% | −2,342−39.8% | Reduced |
| Rakuten Securities, Inc. | 3,545 | $888.3K | 0.37% | −3,605−50.4% | Reduced |
| Accurate Wealth Management, LLC | 3,007 | $886.8K | 0.11% | +347+13.0% | Added |
| Moneta Group Investment Advisors LLC | 3,511 | $879.7K | 0.01% | +12+0.3% | Added |
| Mindset Wealth Management, LLC | 3,507 | $878.7K | 0.24% | −418−10.6% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $877.0K | 0.62% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,853 | $873.5K | 0.06% | −14−0.5% | Reduced |
| Acumen Wealth Advisors, LLC | 3,477 | $871.3K | 0.23% | +3,266+1,547.9% | Added |
| Ballentine Partners, LLC | 3,453 | $865.3K | 0.01% | +440+14.6% | Added |
| Dara Capital US, Inc. | 3,439 | $861.7K | 0.82% | +70+2.1% | Added |
| Ameritas Investment Partners, Inc. | 3,431 | $859.7K | 0.03% | +3,431 | New |
| Fedenia Advisers LLC | 3,410 | $854.5K | 0.63% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,404 | $853.0K | 0.01% | +89+2.7% | Added |
| Fort Sheridan Advisors LLC | 3,396 | $851.0K | 0.10% | −14−0.4% | Reduced |
| Advisor OS, LLC | 3,391 | $849.7K | 0.06% | −42−1.2% | Reduced |
| Beacon Financial Planning, Inc | 3,378 | $846.4K | 0.33% | +3,378 | New |
| West Michigan Advisors, LLC | 3,373 | $845.2K | 0.19% | +3,373 | New |
| Caldwell Investment Management Ltd. | 3,600 | $844.2K | 0.33% | +3,600 | New |
| Clear Creek Financial Management, LLC | 3,347 | $838.8K | 0.06% | −358−9.7% | Reduced |
| Concentrum Wealth Management | 3,340 | $836.9K | 0.25% | +37+1.1% | Added |
| SCS Capital Management LLC | 3,329 | $834.3K | 0.01% | −21−0.6% | Reduced |
| Reliant Investment Partners, LLC | 3,328 | $833.9K | 0.69% | +753+29.2% | Added |
| Brown Brothers Harriman & Co | 3,302 | $827.4K | 0.00% | +3,094+1,487.5% | Added |
| 1776 Wealth LLC | 3,286 | $823.4K | 0.32% | +50+1.5% | Added |
| Chicago Trust Co NA | 3,267 | $818.6K | 0.13% | +1,438+78.6% | Added |
| Grandview Asset Management LLC | 3,264 | $818.0K | 0.24% | −186−5.4% | Reduced |
| Levin Capital Strategies, L.P. | 3,243 | $812.7K | 0.06% | +2,875+781.3% | Added |
| ABN AMRO Bank N.V. | 3,209 | $808.9K | 0.01% | +3,209 | New |
| Central Trust Co | 3,228 | $808.9K | 0.02% | +965+42.6% | Added |
| Biltmore Family Office, LLC | 3,214 | $805.4K | 0.11% | +3,214 | New |
| Exchange Traded Concepts, LLC | 3,202 | $802.4K | 0.01% | +1,826+132.7% | Added |
| Sowell Financial Services LLC | 3,200 | $801.9K | 0.03% | +168+5.5% | Added |
| Redwood Financial Network Corp | 3,197 | $801.1K | 0.53% | −344−9.7% | Reduced |
| Jacobi Capital Management LLC | 3,193 | $800.0K | 0.04% | +232+7.8% | Added |
| Liberty Wealth Management LLC | 3,186 | $799.9K | 0.10% | −409−11.4% | Reduced |
| State of Wyoming | 3,192 | $799.9K | 0.09% | −240−7.0% | Reduced |
| Titleist Asset Management, LLC | 3,176 | $795.9K | 0.06% | −723−18.5% | Reduced |
| Caerus Investment Advisors, LLC | 3,163 | $792.6K | 0.33% | +974+44.5% | Added |
| Aaron Wealth Advisors | 3,158 | $791.3K | 0.05% | +660+26.4% | Added |
| Legato Capital Management LLC | 3,146 | $788.3K | 0.07% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,138 | $786.3K | 0.13% | +85+2.8% | Added |
| Jefferies Financial Group Inc. | 3,132 | $784.8K | 0.01% | −50,050−94.1% | Reduced |
| Forefront Wealth Partners, LLC | 3,130 | $784.4K | 0.33% | −1,818−36.7% | Reduced |
| 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 |
| RMB Capital Management, LLC | 3,088 | $773.8K | 0.01% | +1,162+60.3% | Added |
| Fairfield Financial Advisors, LTD | 3,068 | $768.9K | 0.26% | +504+19.7% | Added |
| SFE Investment Counsel | 3,052 | $764.8K | 0.12% | +32+1.1% | Added |
| American Trust | 3,040 | $761.8K | 0.07% | −846−21.8% | Reduced |
| Savvy Advisors, Inc. | 3,032 | $759.8K | 0.02% | +1,618+114.4% | Added |
| Banco Santander, S.A. | 3,024 | $757.8K | 0.01% | −3,015−49.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,021 | $757.0K | 0.04% | +700+30.2% | Added |
| Rational Advisors LLC | 3,021 | $757.0K | 0.08% | +3,021 | New |
| Trivant Custom Portfolio Group, LLC | 3,011 | $754.5K | 0.41% | +3,011 | New |
| Aspetuck Financial Management LLC | 3,003 | $752.5K | 0.52% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,994 | $750.2K | 0.08% | +2,994 | New |
| Philadelphia Trust Co | 2,975 | $745.0K | 0.05% | +500+20.2% | Added |
| True Vision MN LLC | 2,967 | $743.5K | 0.38% | −98−3.2% | Reduced |
| Davenport & Co LLC | 2,964 | $742.6K | 0.00% | +150+5.3% | Added |
| Sagespring Wealth Partners, LLC | 2,962 | $742.3K | 0.01% | +169+6.1% | Added |
| Nemes Rush Group LLC | 2,962 | $742.3K | 0.07% | −4−0.1% | Reduced |
| Opinicus Capital, Inc. | 2,960 | $741.6K | 0.52% | −675−18.6% | Reduced |
| Sharp Financial Services, LLC | 2,955 | $740.5K | 0.37% | −50−1.7% | Reduced |
| Alta Capital Management LLC | 2,943 | $737.6K | 0.06% | +10.0% | Added |
| Hohimer Wealth Management, LLC | 2,942 | $737.2K | 0.09% | −3,322−53.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 2,934 | $735.2K | 0.11% | +395+15.6% | Added |
| Guerra Pan Advisors, LLC | 2,930 | $734.2K | 0.45% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 2,922 | $732.2K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,920 | $731.7K | 0.30% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,903 | $727.5K | 0.06% | +422+17.0% | Added |
| Almanack Investment Partners, LLC. | 2,900 | $726.7K | 0.12% | −79−2.7% | Reduced |
| Capital Performance Advisors LLP | 2,890 | $724.2K | 0.05% | +255+9.7% | Added |
| LexAurum Advisors, LLC | 2,889 | $724.0K | 0.09% | +2,889 | New |
| Dudley Capital Management, LLC | 2,875 | $720.4K | 0.32% | −600−17.3% | Reduced |
| Optas, LLC | 2,866 | $718.2K | 0.11% | −13−0.5% | Reduced |
| Petredis Investment Advisors LLC | 2,861 | $716.9K | 0.06% | 00.0% | Unchanged |