Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 1,841 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ1 2026: $78.7B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2025.

Institutions holding VRT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tudor Investment Corp Et Al2,861$716.9K0.00%+2,861New
Atticus Wealth Management, LLC2,845$712.9K0.19%−84−2.9%Reduced
World Equity Group, Inc.2,842$712.1K0.18%+96+3.5%Added
Smartleaf Asset Management LLC3,037$711.3K0.03%+407+15.5%Added
Leo Wealth, LLC2,838$711.2K0.05%−201−6.6%Reduced
Fiduciary Financial Group, LLC2,818$706.0K0.09%−555−16.5%Reduced
Willner & Heller, LLC2,813$704.8K0.53%−576−17.0%Reduced
Bluesphere Advisors, LLC2,809$703.9K0.25%−240−7.9%Reduced
Markin Volterra Fund LP2,805$702.9K6.56%+377+15.5%Added
Great Lakes Advisors, LLC2,794$700.1K0.01%+9+0.3%Added
Horizon Family Wealth, Inc.2,777$696.0K0.37%−578−17.2%Reduced
Jackson Thornton Asset Management, LLC2,352$694.1K0.06%+243+11.5%Added
Larson Financial Group LLC2,757$690.7K0.02%−203−6.9%Reduced
Beese Fulmer Investment Management, Inc.2,726$683.1K0.04%+2,726New
Philip James Wealth Mangement, LLC2,716$680.6K0.08%−16−0.6%Reduced
Founders Financial Securities LLC2,363$679.7K0.04%−53−2.2%Reduced
BTG Pactual Asset Management US LLC2,698$676.1K0.07%−715−20.9%Reduced
Nations Financial Group Inc,2,677$670.8K0.03%−317−10.6%Reduced
Cambria Investment Management, L.P.2,671$669.3K0.04%+1,384+107.5%Added
Moran Wealth Management, LLC2,660$666.5K0.02%+2,660New
Sunpointe, LLC2,653$664.8K0.22%+2,653New
Roman Butler Fullerton & Co2,366$664.8K0.18%+10+0.4%Added
Aptus Capital Advisors, LLC2,650$664.1K0.01%+509+23.8%Added
Range Financial Group LLC2,621$656.8K0.22%+174+7.1%Added
First Community Trust NA2,606$653.0K0.48%+490+23.2%Added
Strategies Wealth Advisors, LLC2,589$648.8K0.07%−1,243−32.4%Reduced
J2 Capital Management Inc2,588$648.5K0.44%+2,588New
Supplemental Annuity Collective Trust of NJ2,587$648.3K0.18%+2,587New
Financial Partners Group, Inc2,586$648.0K0.08%−150−5.5%Reduced
Beacon Financial Advisory LLC2,585$647.8K0.15%+189+7.9%Added
Argonautica Private Wealth Management, Inc2,585$647.7K0.20%+2,585New
GeoWealth Management, LLC2,584$647.7K0.02%−51−1.9%Reduced
TownSquare Capital, LLC2,565$642.7K0.14%+2,565New
Millennium Capital Advisors, LLC2,561$641.8K0.40%+102+4.1%Added
GWN Securities Inc.2,553$639.8K0.12%+209+8.9%Added
Frec Markets, Inc.2,551$639.2K0.11%+2,551New
Pitcairn Wealth Advisors LLC3,930$636.7K0.06%00.0%Unchanged
Sentinus, LLC2,536$635.5K0.06%+2,536New
Tyche Wealth Partners LLC2,527$633.2K0.10%+500+24.7%Added
Ronald Blue Trust, Inc.2,498$626.0K0.01%+1,407+129.0%Added
Costello Asset Management, INC2,497$625.7K0.22%−1,600−39.1%Reduced
Advisory Alpha, LLC2,495$625.2K0.02%+2,495New
Hancock Whitney Corp1,904$624.4K0.01%−263−12.1%Reduced
Sig Brokerage, LP2,488$623.4K0.18%+2,488New
Perpetual Ltd2,487$623.2K0.01%−1,130−31.2%Reduced
Plan A Wealth LLC2,487$623.2K0.30%+41+1.7%Added
Sovran Advisors, LLC1,893$621.7K0.05%−27,178−93.5%Reduced
Essex Financial Services, Inc.2,479$621.2K0.03%+14+0.6%Added
Foster Victor Wealth Advisors, LLC1,982$615.4K0.04%+359+22.1%Added
Abacus Wealth Partners, LLC2,452$614.4K0.06%+135+5.8%Added
Leonteq Securities AG2,440$611.4K0.04%−12,801−84.0%Reduced
Hanseatic Management Services Inc2,435$610.2K0.58%+2,435New
Tiaa-Cref Individual & Institutional Services, LLC2,423$607.1K0.00%+2,423New
Bigelow Investment Advisors, LLC2,419$606.2K0.24%+278+13.0%Added
Kerr Financial Planning Corp2,006$605.4K0.75%+10.0%Added
Requisite Capital Management, LLC2,415$605.1K0.11%+12+0.5%Added
Mission Wealth Management, LP2,409$603.6K0.01%−2,656−52.4%Reduced
Optimist Retirement Group LLC2,407$603.1K0.27%−55−2.2%Reduced
Neo Ivy Capital Management2,405$602.6K0.16%+2,405New
IKE Capital, LLC2,400$601.4K0.34%+2,400New
Laurion Capital Management LP2,400$601.4K0.06%−3,600−60.0%Reduced
Platform Technology Partners2,398$600.8K0.12%−500−17.3%Reduced
Rockland Trust Co2,382$596.9K0.02%−71−2.9%Reduced
Ariadne Wealth Management, LP2,373$594.6K0.27%+103+4.5%Added
TigerOak Management, L.L.C.2,363$592.1K0.19%−41−1.7%Reduced
Kaufman Rossin Wealth, LLC2,356$590.4K0.34%−812−25.6%Reduced
Washburn Capital Management, Inc.2,350$588.9K0.34%−150−6.0%Reduced
Pinnacle Financial Partners, Inc.2,344$587.7K0.00%+490+26.4%Added
Clear Wave Wealth Management LLC2,343$587.1K0.15%+2,343New
CRA Financial Services, LLC2,328$583.4K0.08%−22−0.9%Reduced
HM Payson & Co2,323$582.1K0.01%−122−5.0%Reduced
Partners Capital Investment Group, LLP2,320$581.3K0.02%−500−17.7%Reduced
Invested Advisors2,319$581.1K0.59%−26−1.1%Reduced
Transcend Wealth Collective, LLC2,318$580.9K0.05%−5−0.2%Reduced
Norden Group LLC2,305$577.7K0.06%+2,305New
Simplicity Wealth,LLC2,297$575.6K0.03%+649+39.4%Added
Secure Asset Management, LLC2,290$573.8K0.09%+154+7.2%Added
Caisse des Depots Et Consignations2,282$571.8K0.01%+2,282New
Goldenstone Wealth Management LLC2,269$568.5K0.41%+4+0.2%Added
Elm3 Financial Group, LLC2,262$566.8K0.48%−61−2.6%Reduced
Waterfront Wealth Inc.2,250$563.8K0.10%−3−0.1%Reduced
Clay Northam Wealth Management, LLC2,250$563.8K0.32%00.0%Unchanged
Prospect Financial Services LLC2,239$561.1K0.34%−270−10.8%Reduced
Ostrum Asset Management2,235$560.0K0.03%−4,437−66.5%Reduced
Oxford Financial Group Ltd2,231$559.0K0.03%+2,231New
Family Management Corp2,223$557.0K0.07%+317+16.6%Added
Allegiance Financial Group Advisory Services LLC2,221$556.5K0.11%+763+52.3%Added
Glass Jacobson Investment Advisors llc2,220$556.4K0.19%00.0%Unchanged
bLong Financial, LLC2,220$556.3K0.42%−500−18.4%Reduced
Clark Financial Services Group Inc2,210$553.8K0.31%+2,210New
Sym Financial Corp2,209$553.5K0.06%−238−9.7%Reduced
Nautilus Advisors LLC2,199$551.0K0.38%+57+2.7%Added
Geneos Wealth Management Inc.2,181$546.6K0.01%+202+10.2%Added
Bessemer Group Inc2,174$545.0K0.00%+1,606+282.7%Added
Avise Financial Cooperative, Inc.2,173$544.6K0.45%−182−7.7%Reduced
Aire Advisors, LLC2,170$543.7K0.10%+150+7.4%Added
QTR Family Wealth, LLC1,750$543.5K0.23%+744+74.0%Added
Horizon Investment Services, LLC2,165$542.5K0.19%−25−1.1%Reduced
Balance Wealth, LLC2,149$538.7K0.17%+60+2.9%Added
RMR Wealth Builders2,146$537.8K0.04%+91+4.4%Added