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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
Northland Securities, Inc.1,301$326.0K0.31%00.0%Unchanged
Ashford Capital Management Inc1,300$325.8K0.04%00.0%Unchanged
RIA Advisory Group LLC1,295$324.5K0.08%+1,295New
Virginia Retirement Systems Et Al1,295$324.5K0.00%+1,295New
Patriot Financial Group Insurance Agency, LLC1,292$323.8K0.02%+1,292New
Evergreen Capital Management LLC1,292$323.8K0.01%−2,385−64.9%Reduced
Westco Advisory Services Inc1,290$323.2K0.21%+1,290New
Perfromance Wealth Partners, LLC1,288$322.7K0.01%+11+0.9%Added
Garden State Investment Advisory Services LLC1,280$320.9K0.08%−1,472−53.5%Reduced
Verity & Verity, LLC1,280$320.7K0.02%00.0%Unchanged
Counterpoint Mutual Funds LLC1,271$318.5K0.05%+1,271New
Virtue Capital Management, LLC1,357$317.8K0.05%+56+4.3%Added
Voya Financial Advisors, Inc.1,265$317.6K0.03%−729−36.6%Reduced
RiverFront Investment Group, LLC1,262$316.2K0.00%+1,262New
TABR Capital Management, LLC1,260$315.8K0.29%+1,260New
N.E.W. Advisory Services LLC1,258$315.2K0.02%−1,516−54.7%Reduced
Evexia Wealth LLC1,047$314.1K0.09%+1,047New
Chokshi & Queen Wealth Advisors, Inc1,250$313.2K0.17%−12,050−90.6%Reduced
Greatmark Investment Partners, Inc.1,250$313.2K0.04%00.0%Unchanged
Fullerton Fund Management Co Ltd.1,245$312.0K0.02%−255−17.0%Reduced
First Horizon Corp1,245$312.0K0.01%+348+38.8%Added
Fortune 45 LLC1,243$311.5K0.15%+1,243New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,238$310.2K0.76%−213−14.7%Reduced
A&I Financial Services, LLC1,232$308.7K0.15%+1,232New
Modern Wealth Management, LLC1,189$308.4K0.01%+1,189New
Moment Partners, LLC1,212$303.7K0.05%−237−16.4%Reduced
Watershed Private Wealth LLC1,210$303.2K0.09%+1,210New
McGowan Group Asset Management, Inc.1,208$302.6K0.04%+1,208New
Calamos Advisors LLC1,203$301.4K0.00%+1,203New
Calamos Wealth Management LLC1,203$301.4K0.01%+1,203New
TRB Wealth Management, LLC1,201$300.9K0.04%+1,201New
LVW Advisors, LLC1,197$299.9K0.03%+1,197New
Impact Capital Partners LLC1,197$299.9K0.09%+1,197New
Auxier Asset Management1,190$298.2K0.04%+1,190New
Post Resch Tallon Group Inc.1,130$296.0K0.24%+1,130New
BXM Wealth LLC1,180$295.7K0.23%+1,180New
Valmark Advisers, Inc.1,178$295.2K0.00%+1,178New
Jennison Associates LLC1,176$294.6K0.00%+1,176New
Legend Capital Advisors LLC1,171$293.4K0.18%+1,171New
Legacy Capital Group California, Inc.1,167$292.4K0.11%−692−37.2%Reduced
Fragasso Group Inc.1,125$291.0K0.02%+1,125New
Massmutual Trust Co FSB1,160$290.7K0.01%+161+16.1%Added
Wellspring Financial Advisors, LLC1,160$290.7K0.02%+1,160New
TCFG Wealth Management, LLC1,150$288.2K0.11%+1,150New
Smith Group Asset Management, LLC1,150$288.2K0.01%+1,150New
TCFG Investment Advisors, LLC1,150$288.2K0.11%+1,150New
Caxton Associates LLP1,147$287.4K0.01%−176−13.3%Reduced
Fairscale Capital, LLC1,145$286.9K0.20%+53+4.9%Added
Crestwood Advisors Group LLC1,138$285.1K0.00%+1,138New
Jump Financial, LLC1,132$283.7K0.00%−239,033−99.5%Reduced
Angeles Wealth Management, LLC1,128$282.7K0.02%+1,128New
Eight 31 Financial LLC1,127$282.4K0.17%+1,127New
Victory Financial Group, LLC1,125$281.9K0.03%+1,125New
Resonant Capital Advisors, LLC1,124$281.7K0.01%+1,124New
Versant Capital Management, Inc1,122$281.2K0.03%+30+2.7%Added
Elevatus Welath Management1,121$281.0K0.15%−446−28.5%Reduced
North Star Asset Management Inc1,110$278.2K0.01%+1,110New
Quadrant Capital Group LLC1,104$276.6K0.01%+179+19.4%Added
Mayflower Financial Advisors, LLC1,102$276.1K0.03%+1,102New
Financial Engines Advisors L.L.C.1,101$275.9K0.00%+1,101New
Black Swift Group, LLC1,100$275.6K0.05%−18,000−94.2%Reduced
Coordinated Financial Services, Inc.1,100$275.6K0.16%+1,100New
Hengehold Capital Management LLC1,097$274.9K0.02%+1,097New
Paces Ferry Wealth Advisors, LLC1,095$274.4K0.11%+1,095New
Root Financial Partners, LLC1,092$273.6K0.01%+440+67.5%Added
Beverly Hills Private Wealth, LLC1,086$272.1K0.05%+1,086New
Concentric Capital Strategies, LP1,082$271.1K0.02%+1,082New
Groupama Asset Managment1,080$270.6K0.00%+1,080New
Onefund, LLC1,043$270.2K0.17%+1,043New
Moss Adams Wealth Advisors LLC1,076$269.6K0.02%+1,076New
Family Legacy Financial Solutions, LLC529,519$269.6K0.22%+528,517+52,746.2%Added
Natural Investments, LLC1,077$269.0K0.07%+1,077New
Amussen Hunsaker Associates LLC1,073$268.9K0.03%+1,073New
Avidian Wealth Solutions, LLC1,069$267.9K0.01%+1,069New
Income Insurance Ltd1,057$264.9K0.18%+1,057New
Heritage Wealth Management, Inc.1,056$264.6K0.13%+1,056New
Smart Money Group LLC1,054$264.1K0.08%+1,054New
Capital Advisors, Ltd. LLC1,049$263.0K0.03%−47−4.3%Reduced
GW&K Investment Management, LLC1,044$262.0K0.00%+219+26.5%Added
Diversified Enterprises, LLC1,045$261.9K0.01%+1,045New
Brady Martz Wealth Solutions, LLC1,043$261.4K0.04%+1,043New
Financial Security Advisor, Inc.1,041$260.9K0.05%−495−32.2%Reduced
Zions Bancorporation, National Association1,041$260.9K0.02%+828+388.7%Added
Wealthcare Capital Partners, LLC1,031$258.4K0.12%+1,031New
Independent Wealth Network Inc.1,031$258.3K0.08%+1,031New
Values First Advisors, Inc.1,027$257.4K0.13%+1,027New
Woodmont Investment Counsel LLC1,027$257.3K0.02%+1,027New
VectorGlobal IAG, Inc.1,027$257.3K0.07%+1,027New
United Advisor Group, LLC1,025$256.9K0.03%+1,025New
KRS Capital Management, LLC1,025$256.8K0.16%+1,025New
Vista Investment Partners II, LLC1,022$256.1K0.11%+1,022New
Cura Wealth Advisors, LLC1,020$255.6K0.11%+1,020New
United Community Bank1,015$254.3K0.08%+1,015New
Strategic Family Wealth Counselors, L.L.C.1,008$252.7K0.07%−523−34.2%Reduced
Joseph P. Lucia & Associates, LLC1,008$252.6K0.09%+1,008New
Legacy Financial Advisors, Inc.1,006$252.2K0.04%+1,006New
Jamison Private Wealth Management, Inc.1,005$251.7K0.03%+1,005New
Loring Wolcott & Coolidge Fiduciary Advisors LLP850$250.8K0.00%00.0%Unchanged
Klingenstein Fields & Co LP1,000$250.6K0.01%+1,000New
Elgethun Capital Management1,000$250.6K0.04%+1,000New