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 |
|---|---|---|---|---|---|
| RH Tailwind Management, LLC | 41,700 | $10.4M | 5.41% | +41,700 | New |
| Warren Averett Asset Management, LLC | 41,234 | $10.3M | 0.08% | +630+1.6% | Added |
| Marshall Wace, LLP | 41,154 | $10.3M | 0.01% | −2,628,853−98.5% | Reduced |
| M&T Bank Corp | 40,930 | $10.3M | 0.03% | +2,970+7.8% | Added |
| M&G Plc | 40,810 | $10.2M | 0.05% | −4,524−10.0% | Reduced |
| WCG Wealth Advisors LLC | 40,314 | $10.1M | 0.28% | +2,271+6.0% | Added |
| Aragon Global Management, LP | 39,900 | $10.0M | 6.98% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 38,989 | $9.77M | 0.04% | +4,794+14.0% | Added |
| Eurizon Capital SGR S.p.A. | 38,673 | $9.66M | 0.03% | −40,002−50.8% | Reduced |
| Vident Advisory, LLC | 38,368 | $9.61M | 0.08% | +20,751+117.8% | Added |
| Sterling Capital Management LLC | 38,020 | $9.53M | 0.18% | −9,554−20.1% | Reduced |
| State of Alaska, Department of Revenue | 37,965 | $9.51M | 0.10% | +37,965 | New |
| Allstate Corp | 37,843 | $9.48M | 0.10% | +10,690+39.4% | Added |
| CMH Wealth Management LLC | 37,610 | $9.42M | 1.62% | −167−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 37,394 | $9.37M | 0.15% | +2,626+7.6% | Added |
| Yousif Capital Management, LLC | 37,333 | $9.35M | 0.11% | +32,195+626.6% | Added |
| Concurrent Investment Advisors, LLC | 37,009 | $9.27M | 0.10% | +1,371+3.8% | Added |
| LGT Fund Management Co Ltd. | 36,794 | $9.22M | 0.40% | +29,346+394.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 36,711 | $9.20M | 0.26% | +15,490+73.0% | Added |
| O'Shaughnessy Asset Management, LLC | 36,602 | $9.17M | 0.05% | +9,983+37.5% | Added |
| TCG Advisory Services, LLC | 36,487 | $9.14M | 0.22% | +3,506+10.6% | Added |
| Southeast Asset Advisors Inc. | 36,435 | $9.13M | 1.00% | −5,455−13.0% | Reduced |
| Kessler Investment Group, LLC | 36,195 | $9.07M | 4.29% | −7,726−17.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 35,906 | $9.00M | 0.09% | +6,898+23.8% | Added |
| SIR Capital Management, L.P. | 35,782 | $8.97M | 0.84% | −18,937−34.6% | Reduced |
| FIL Ltd | 35,444 | $8.88M | 0.01% | +13,250+59.7% | Added |
| Ellsworth Advisors, LLC | 34,954 | $8.76M | 1.65% | −1,023−2.8% | Reduced |
| Pacer Advisors, Inc. | 34,589 | $8.67M | 0.02% | +18,023+108.8% | Added |
| Thor Investment Management Inc | 34,301 | $8.60M | 4.57% | −270−0.8% | Reduced |
| Dakota Wealth Management | 34,225 | $8.58M | 0.19% | −6,692−16.4% | Reduced |
| Perigon Wealth Management, LLC | 34,204 | $8.57M | 0.16% | +221+0.7% | Added |
| Alerus Financial NA | 33,946 | $8.51M | 0.42% | −9,662−22.2% | Reduced |
| Algert Global LLC | 33,935 | $8.50M | 0.13% | −9,585−22.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 33,727 | $8.45M | 0.55% | −318−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 33,576 | $8.41M | 0.10% | +21,727+183.4% | Added |
| Azzad Asset Management Inc | 33,062 | $8.28M | 0.84% | +573+1.8% | Added |
| KMG Fiduciary Partners, LLC | 33,030 | $8.28M | 0.61% | −759−2.2% | Reduced |
| Mawer Investment Management Ltd. | 32,797 | $8.22M | 0.05% | +23,654+258.7% | Added |
| Snowden Capital Advisors LLC | 32,764 | $8.21M | 0.22% | +10,665+48.3% | Added |
| Brant Point Investment Management LLC | 32,402 | $8.12M | 2.23% | +2,402+8.0% | Added |
| Penserra Capital Management LLC | 32,338 | $8.10M | 0.10% | −922−2.8% | Reduced |
| Next Century Growth Investors LLC | 32,281 | $8.09M | 0.59% | −830−2.5% | Reduced |
| Strategic Global Advisors, LLC | 31,253 | $7.83M | 1.25% | −840−2.6% | Reduced |
| Los Angeles Capital Management LLC | 31,226 | $7.82M | 0.03% | −52,711−62.8% | Reduced |
| FFG Partners, LLC | 31,220 | $7.82M | 3.10% | +470+1.5% | Added |
| Summit Financial, LLC | 31,181 | $7.81M | 0.10% | −3,256−9.5% | Reduced |
| Ambassador Advisors, LLC | 30,960 | $7.76M | 1.17% | −16−0.1% | Reduced |
| Morse Asset Management, Inc | 30,931 | $7.75M | 1.61% | +737+2.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 30,833 | $7.73M | 0.37% | +5,596+22.2% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.11% | 00.0% | Unchanged |
| Walleye Capital LLC | 30,769 | $7.71M | 0.05% | +3,534+13.0% | Added |
| Itau Unibanco Holding S.A. | 30,721 | $7.70M | 0.18% | +28,419+1,234.5% | Added |
| Liontrust Investment Partners LLP | 30,619 | $7.67M | 0.13% | −55,704−64.5% | Reduced |
| Brevan Howard Capital Management LP | 30,480 | $7.64M | 0.08% | −35,971−54.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,900 | $7.49M | 0.06% | +29,900 | New |
| Seascape Capital Management | 29,778 | $7.46M | 2.15% | +146+0.5% | Added |
| Nwam LLC | 29,621 | $7.42M | 0.43% | −8,093−21.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 29,597 | $7.42M | 1.55% | +29,597 | New |
| CastleKnight Management LP | 29,500 | $7.39M | 0.35% | −245,200−89.3% | Reduced |
| HCR Wealth Advisors | 29,389 | $7.36M | 0.76% | −2,626−8.2% | Reduced |
| Stanley-Laman Group, Ltd. | 29,302 | $7.34M | 0.90% | +25,989+784.5% | Added |
| Nilsine Partners, LLC | 22,723 | $7.33M | 0.57% | +483+2.2% | Added |
| Trilogy Capital Inc. | 29,068 | $7.28M | 0.32% | +1,322+4.8% | Added |
| Atlantic Union Bankshares Corp | 28,890 | $7.24M | 0.14% | −230−0.8% | Reduced |
| Mitchell Capital Management Co | 28,834 | $7.23M | 1.33% | −2,216−7.1% | Reduced |
| Old West Investment Management, LLC | 28,833 | $7.22M | 0.78% | −13,560−32.0% | Reduced |
| Kieckhefer Group LLC | 28,729 | $7.20M | 3.40% | −25−0.1% | Reduced |
| Trifecta Capital Advisors, LLC | 28,650 | $7.18M | 1.11% | +2,215+8.4% | Added |
| Generate Investment Management Ltd | 28,541 | $7.15M | 0.35% | +28,541 | New |
| Geneva Partners, LLC | 28,288 | $7.09M | 3.40% | +13,683+93.7% | Added |
| Gulf International Bank (UK) Ltd | 28,067 | $7.03M | 0.16% | +10,230+57.4% | Added |
| Boothe Investment Group, Inc. | 27,893 | $6.99M | 2.25% | −651−2.3% | Reduced |
| Stonebridge Financial Group, LLC | 27,869 | $6.98M | 0.57% | −605−2.1% | Reduced |
| Investment Management Corp of Ontario | 27,769 | $6.96M | 0.09% | −4,939−15.1% | Reduced |
| Davidson Capital Management Inc. | 27,411 | $6.87M | 1.24% | −5,450−16.6% | Reduced |
| Oak Harvest Investment Services | 27,358 | $6.86M | 0.72% | +334+1.2% | Added |
| Bokf, NA | 27,288 | $6.84M | 0.10% | −860−3.1% | Reduced |
| Mezzasalma Advisors, LLC | 27,152 | $6.80M | 1.74% | +1,214+4.7% | Added |
| Ulland Investment Advisors, LLC | 27,026 | $6.77M | 5.81% | −8,832−24.6% | Reduced |
| Sigma Planning Corp | 27,023 | $6.77M | 0.19% | −560−2.0% | Reduced |
| Electron Capital Partners, LLC | 26,945 | $6.75M | 0.32% | +156+0.6% | Added |
| M & L Capital Management Ltd | 26,900 | $6.74M | 1.66% | +12,200+83.0% | Added |
| Park Avenue Securities LLC | 26,554 | $6.65M | 0.05% | +1,596+6.4% | Added |
| Groupe la Francaise | 26,463 | $6.62M | 0.09% | −12,594−32.2% | Reduced |
| Equitable Trust Co | 26,367 | $6.61M | 0.30% | +60+0.2% | Added |
| Prosperitas Financial LLC | 26,300 | $6.59M | 2.46% | −126−0.5% | Reduced |
| Apollon Wealth Management, LLC | 26,188 | $6.56M | 0.11% | +2,808+12.0% | Added |
| Equitable Holdings, Inc. | 29,951 | $6.50M | 0.04% | +17,014+131.5% | Added |
| Ashton Thomas Private Wealth, LLC | 25,776 | $6.46M | 0.15% | +678+2.7% | Added |
| Ithaka Group LLC | 25,664 | $6.43M | 1.33% | +25,664 | New |
| Triglav Skladi, D.O.O. | 25,113 | $6.29M | 0.44% | +25,113 | New |
| Guardian Capital LP | 25,034 | $6.27M | 0.17% | +12,733+103.5% | Added |
| Telligent Fund, LP | 25,000 | $6.26M | 6.69% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 24,909 | $6.24M | 0.03% | +24,909 | New |
| Sargent Investment Group, LLC | 24,758 | $6.20M | 0.82% | −447−1.8% | Reduced |
| ASR Vermogensbeheer N.V. | 24,725 | $6.20M | 0.07% | +405+1.7% | Added |
| Loup Funds, LLC | 24,670 | $6.18M | 3.92% | −9,874−28.6% | Reduced |
| New Age Alpha Advisors, LLC | 24,667 | $6.18M | 0.29% | −5,333−17.8% | Reduced |
| Emerald Investment Advisers, LLC | 24,609 | $6.17M | 0.55% | +24,609 | New |
| Argent Capital Management LLC | 24,478 | $6.13M | 0.19% | +11,809+93.2% | Added |