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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 1,643 | $412.0K | 0.01% | −979−37.3% | Reduced |
| Verus Capital Partners, LLC | 1,641 | $411.2K | 0.03% | −2,424−59.6% | Reduced |
| SJS Investment Consulting Inc. | 1,634 | $409.5K | 0.05% | +812+98.8% | Added |
| Tran Capital Management, L.P. | 1,632 | $408.9K | 0.06% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 1,623 | $406.7K | 0.32% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,621 | $406.2K | 0.04% | +1,621 | New |
| Enclave Advisors LLC | 1,615 | $404.8K | 0.06% | −1,232−43.3% | Reduced |
| Wealth Management Associates, Inc. | 1,615 | $404.7K | 0.14% | −1,256−43.7% | Reduced |
| Gilpin Wealth Management, LLC | 1,595 | $399.7K | 0.32% | −10−0.6% | Reduced |
| Centerpoint Advisory Group | 1,586 | $397.4K | 0.30% | +256+19.2% | Added |
| Romano Brothers and Company | 1,582 | $396.4K | 0.05% | +1,582 | New |
| Ruggiero Investments, Inc. | 1,571 | $393.7K | 0.38% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,569 | $393.2K | 0.00% | −39−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,560 | $390.9K | 0.04% | −86−5.2% | Reduced |
| Drive Wealth Management, LLC | 1,559 | $390.8K | 0.08% | −103−6.2% | Reduced |
| Northwest Wealth Management, LLC | 1,558 | $390.4K | 0.06% | +1,558 | New |
| Childress Capital Advisors, LLC | 1,556 | $390.1K | 0.07% | +2+0.1% | Added |
| Wealth Quarterback LLC | 1,546 | $387.5K | 0.15% | +1,546 | New |
| Monograph Wealth Advisors, LLC | 1,545 | $387.1K | 0.04% | +1,545 | New |
| Perennial Investment Advisors, LLC | 1,540 | $386.0K | 0.03% | +273+21.5% | Added |
| Ledyard National Bank | 1,529 | $383.1K | 0.03% | −495−24.5% | Reduced |
| Archer Investment Corp | 1,528 | $382.9K | 0.08% | +1,475+2,783.0% | Added |
| First Affirmative Financial Network | 1,526 | $382.4K | 0.15% | +1,526 | New |
| Fortis Group Advisors, LLC | 1,164 | $382.4K | 0.06% | +39+3.5% | Added |
| NorthRock Partners, LLC | 1,517 | $380.3K | 0.01% | −493−24.5% | Reduced |
| BIP Wealth, LLC | 1,517 | $380.1K | 0.02% | +1,517 | New |
| Tiaa Trust, National Association | 1,515 | $379.6K | 0.02% | −83,029−98.2% | Reduced |
| Empirical Asset Management, LLC | 1,512 | $379.0K | 0.10% | −613−28.8% | Reduced |
| Bridgewater Advisors Inc. | 1,019 | $377.0K | 0.02% | +1,019 | New |
| Yarger Wealth Strategies, LLC | 1,502 | $376.4K | 0.15% | +187+14.2% | Added |
| Cito Capital Group, LLC | 1,500 | $376.0K | 0.12% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,500 | $375.9K | 0.02% | −700−31.8% | Reduced |
| EntryPoint Capital, LLC | 1,497 | $375.1K | 0.11% | +1,497 | New |
| Choate Investment Advisors | 1,480 | $370.9K | 0.01% | +42+2.9% | Added |
| Pure Financial Advisors, Inc. | 1,477 | $370.1K | 0.01% | +1,477 | New |
| Founders Financial Alliance, LLC | 1,476 | $369.9K | 0.07% | −50−3.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,472 | $368.9K | 0.03% | +1,472 | New |
| Westhampton Capital, LLC | 1,465 | $367.1K | 0.17% | −340−18.8% | Reduced |
| Fulton Bank, N.A. | 1,465 | $367.1K | 0.01% | +138+10.4% | Added |
| Woodward Diversified Capital, LLC | 1,193 | $366.7K | 0.17% | −59−4.7% | Reduced |
| Alta Advisers Ltd | 1,463 | $366.6K | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,462 | $366.4K | 0.09% | +1,462 | New |
| Western Wealth Management, LLC | 1,460 | $365.7K | 0.01% | +29+2.0% | Added |
| FSM Wealth Advisors, LLC | 1,459 | $365.6K | 0.05% | +64+4.6% | Added |
| Simmons Bank | 1,458 | $365.3K | 0.02% | +4+0.3% | Added |
| Inscription Capital, LLC | 1,453 | $364.2K | 0.04% | −795−35.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 1,452 | $363.9K | 0.29% | +1,452 | New |
| Capital Advisors Inc | 1,445 | $362.2K | 0.01% | −78−5.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,436 | $359.8K | 0.04% | −1,390−49.2% | Reduced |
| Journey Strategic Wealth LLC | 1,435 | $359.6K | 0.01% | −75−5.0% | Reduced |
| Brookwood Investment Group LLC | 1,433 | $359.1K | 0.05% | −2,473−63.3% | Reduced |
| McIlrath & Eck, LLC | 1,433 | $359.1K | 0.03% | +683+91.1% | Added |
| McKinley Carter Wealth Services, Inc. | 1,429 | $358.1K | 0.02% | +4+0.3% | Added |
| Holistic Financial Partners | 1,426 | $357.4K | 0.13% | +2+0.1% | Added |
| Cypress Asset Management Inc | 1,425 | $357.1K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,422 | $356.4K | 0.10% | +19+1.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,421 | $356.3K | 0.01% | +1,421 | New |
| Verdence Capital Advisors LLC | 1,422 | $356.2K | 0.02% | +1,422 | New |
| Alphadyne Asset Management LP | 1,420 | $355.8K | 0.05% | +1,365+2,481.8% | Added |
| V-Square Quantitative Management LLC | 1,411 | $353.6K | 0.04% | +1,112+371.9% | Added |
| Ignite Planners, LLC | 1,409 | $353.1K | 0.05% | +154+12.3% | Added |
| Empire Financial Management Company, LLC | 1,407 | $352.6K | 0.08% | −6−0.4% | Reduced |
| Hexagon Capital Partners LLC | 1,406 | $352.3K | 0.05% | +1,406 | New |
| GenTrust, LLC | 1,402 | $351.3K | 0.02% | +1,402 | New |
| Prentice Wealth Management LLC | 1,400 | $350.8K | 0.08% | +9+0.6% | Added |
| McAdam, LLC | 1,399 | $350.5K | 0.02% | +1,399 | New |
| Moody National Bank Trust Division | 1,397 | $350.1K | 0.03% | +63+4.7% | Added |
| Miracle Mile Advisors, LLC | 1,396 | $349.9K | 0.00% | +1,396 | New |
| Activest Wealth Management | 1,396 | $349.9K | 0.06% | +629+82.0% | Added |
| Michael S. Ryan, Inc. | 1,395 | $349.6K | 0.20% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,394 | $349.3K | 0.17% | −1,183−45.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,394 | $349.3K | 0.04% | +1,394 | New |
| NFP Retirement, Inc. | 1,376 | $344.8K | 0.02% | +2+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,376 | $344.8K | 0.02% | −88−6.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,376 | $344.8K | 0.01% | +1,376 | New |
| Wall Street Access Asset Management, LLC | 1,372 | $343.7K | 0.09% | −49−3.4% | Reduced |
| Liberty One Investment Management, LLC | 1,370 | $343.3K | 0.04% | +265+24.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,370 | $343.2K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,378 | $343.1K | 0.05% | +1,378 | New |
| Abc Arbitrage SA | 1,360 | $340.8K | 0.05% | +1,360 | New |
| Kingdom Financial Group LLC. | 1,357 | $340.1K | 0.10% | −320−19.1% | Reduced |
| Lloyd Advisory Services, LLC. | 1,357 | $340.1K | 0.10% | +1,152+562.0% | Added |
| PFG Advisors | 1,353 | $339.1K | 0.02% | +60+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,352 | $338.8K | 0.09% | +83+6.5% | Added |
| DLK Investment Management, LLC | 1,351 | $338.5K | 0.13% | −400−22.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,350 | $338.3K | 0.00% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 1,349 | $338.0K | 0.01% | −587−30.3% | Reduced |
| Keebeck Wealth Management, LLC | 1,341 | $336.1K | 0.04% | −118−8.1% | Reduced |
| First Dallas Securities Inc. | 1,340 | $335.8K | 0.12% | −3,775−73.8% | Reduced |
| Wharton Business Group, LLC | 1,335 | $334.5K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,333 | $334.1K | 0.01% | −58−4.2% | Reduced |
| Capital CS Group, LLC | 1,332 | $333.8K | 0.69% | +1,332 | New |
| AdvisorShares Investments LLC | 1,331 | $333.5K | 0.06% | −346−20.6% | Reduced |
| DV Trading LLC | 1,321 | $331.0K | 0.03% | +740+127.4% | Added |
| Bank of Hawaii | 1,319 | $330.5K | 0.02% | −681−34.1% | Reduced |
| Moseley Investment Management Inc | 1,315 | $329.5K | 0.11% | +1,315 | New |
| waypoint wealth counsel | 1,314 | $329.3K | 0.17% | −321−19.6% | Reduced |
| Texas Yale Capital Corp. | 1,312 | $328.8K | 0.01% | +1,312 | New |
| Capital Investment Advisors, LLC | 1,311 | $328.5K | 0.00% | +1,311 | New |
| Financial Management Network Inc | 1,135 | $326.6K | 0.05% | +1,135 | New |