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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 24,449 | $6.13M | 1.53% | +262+1.1% | Added |
| Scopus Asset Management, L.P. | 24,413 | $6.12M | 0.19% | −7,775−24.2% | Reduced |
| Westbourne Investments, Inc. | 24,270 | $6.08M | 2.89% | −35−0.1% | Reduced |
| Genus Capital Management Inc. | 24,257 | $6.08M | 0.70% | +12,010+98.1% | Added |
| Parallax Volatility Advisers, L.P. | 24,215 | $6.07M | 0.27% | −58,635−70.8% | Reduced |
| Advisors Asset Management, Inc. | 24,148 | $6.05M | 0.10% | +1,651+7.3% | Added |
| Baldwin Investment Management, LLC | 24,092 | $6.04M | 0.71% | +60+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 24,077 | $6.03M | 2.62% | −441−1.8% | Reduced |
| Scalar Gauge Management, LLC | 24,000 | $6.01M | 5.80% | +24,000 | New |
| Capital Planning Advisors, LLC | 23,954 | $6.00M | 0.87% | −154−0.6% | Reduced |
| LGT Group Foundation | 23,883 | $5.98M | 0.07% | −8,604−26.5% | Reduced |
| Nia Impact Advisors, LLC | 23,765 | $5.95M | 2.65% | −5,508−18.8% | Reduced |
| Royal Fund Management, LLC | 23,631 | $5.92M | 0.57% | −85,665−78.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,603 | $5.91M | 0.20% | −3,431−12.7% | Reduced |
| VMS Asset Management Limited | 23,469 | $5.88M | 3.59% | −12,261−34.3% | Reduced |
| Merit Financial Group, LLC | 23,224 | $5.82M | 0.04% | +5,398+30.3% | Added |
| Mizuho Securities USA LLC | 23,127 | $5.80M | 0.14% | +23,127 | New |
| Sterling Investment Advisors, Ltd. | 22,855 | $5.73M | 1.04% | +379+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,705 | $5.69M | 0.06% | −56,155−71.2% | Reduced |
| Merrion Investment Management Co, LLC | 22,500 | $5.64M | 3.03% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,500 | $5.64M | 1.12% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 22,382 | $5.61M | 0.83% | −13,597−37.8% | Reduced |
| Westpac Banking Corp | 22,309 | $5.59M | 0.39% | −11,264−33.6% | Reduced |
| iA Global Asset Management Inc. | 22,104 | $5.54M | 0.08% | +315+1.4% | Added |
| Hartford Investment Management Co | 21,800 | $5.46M | 0.17% | +21,800 | New |
| Osmosis Investment Management UK Ltd | 21,614 | $5.42M | 0.15% | +13,650+171.4% | Added |
| Occudo Quantitative Strategies LP | 16,456 | $5.41M | 0.29% | −20,378−55.3% | Reduced |
| Sequoia Financial Advisors, LLC | 21,345 | $5.35M | 0.03% | +3,990+23.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,252 | $5.33M | 0.05% | +8,826+71.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,224 | $5.32M | 0.27% | −7,313−25.6% | Reduced |
| Peloton Wealth Strategists | 21,150 | $5.30M | 2.14% | +7,235+52.0% | Added |
| We Are One Seven, LLC | 21,147 | $5.30M | 0.11% | +4,787+29.3% | Added |
| Balboa Wealth Partners | 20,996 | $5.26M | 0.88% | −1,399−6.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 20,838 | $5.22M | 0.13% | −86−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 20,816 | $5.22M | 0.04% | +15,692+306.2% | Added |
| Rockline Wealth Management, LLC | 20,749 | $5.20M | 1.13% | +2,896+16.2% | Added |
| Patton Fund Management, Inc. | 20,568 | $5.15M | 0.88% | +20,568 | New |
| Focus Financial Network, Inc. | 20,282 | $5.08M | 0.18% | +2,769+15.8% | Added |
| NBC Securities, Inc. | 20,265 | $5.08M | 0.38% | −637−3.0% | Reduced |
| Left Brain Wealth Management, LLC | 20,208 | $5.06M | 1.99% | +1,050+5.5% | Added |
| IMC-Chicago, LLC | 20,109 | $5.04M | 0.08% | +20,109 | New |
| Bensler, LLC | 20,065 | $5.03M | 0.52% | +146+0.7% | Added |
| Twin Peaks Capital Ltd | 20,000 | $5.01M | 5.25% | +20,000 | New |
| Legacy Bridge, LLC | 19,934 | $5.00M | 1.90% | +885+4.6% | Added |
| Leeward Financial Partners, LLC | 19,880 | $4.98M | 1.48% | −5,466−21.6% | Reduced |
| Smith, Salley & Associates | 19,814 | $4.97M | 0.25% | −2,907−12.8% | Reduced |
| Wedbush Securities Inc | 19,716 | $4.94M | 0.14% | +920+4.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 19,674 | $4.93M | 0.07% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 19,673 | $4.93M | 1.78% | −250−1.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 19,594 | $4.91M | 0.14% | −5,279−21.2% | Reduced |
| Louisiana State Employees Retirement System | 19,500 | $4.89M | 0.09% | +19,500 | New |
| Sage Capital Advisors,llc | 19,432 | $4.87M | 1.13% | +19,432 | New |
| Gilder Gagnon Howe & Co LLC | 19,355 | $4.85M | 0.06% | +19,355 | New |
| Seldon Capital LP | 19,332 | $4.84M | 1.78% | +1,204+6.6% | Added |
| Illinois Municipal Retirement Fund | 19,278 | $4.83M | 0.06% | −323−1.6% | Reduced |
| PDT Partners, LLC | 19,219 | $4.82M | 0.29% | +19,219 | New |
| Diversified Trust Co | 19,177 | $4.81M | 0.09% | +7,811+68.7% | Added |
| Maryland State Retirement & Pension System | 19,103 | $4.79M | 0.10% | +276+1.5% | Added |
| Steel Peak Wealth Management LLC | 19,046 | $4.77M | 0.15% | −5,543−22.5% | Reduced |
| Farallon Capital Management, L.L.C. | 19,000 | $4.76M | 0.03% | +19,000 | New |
| Prospera Financial Services Inc | 18,932 | $4.74M | 0.08% | −327−1.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 18,744 | $4.70M | 0.78% | +24+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 18,535 | $4.64M | 0.93% | +18,535 | New |
| Independent Financial Group, LLC | 18,412 | $4.61M | 0.10% | −1,759−8.7% | Reduced |
| Princeton Global Asset Management LLC | 18,259 | $4.58M | 0.75% | +650+3.7% | Added |
| Wealthcare Advisory Partners LLC | 18,096 | $4.53M | 0.09% | −2,239−11.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,036 | $4.52M | 0.05% | +788+4.6% | Added |
| NTV Asset Management LLC | 17,989 | $4.51M | 0.50% | −6,151−25.5% | Reduced |
| Wakefield Asset Management LLLP | 17,922 | $4.49M | 1.19% | −6,899−27.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 17,922 | $4.49M | 0.76% | +5,222+41.1% | Added |
| Millennium Management LLC | 17,894 | $4.48M | 0.00% | −1,637,351−98.9% | Reduced |
| Elm Partners Management LLC | 19,053 | $4.46M | 0.19% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 17,798 | $4.46M | 0.07% | −4,062−18.6% | Reduced |
| Bouvel Investment Partners, LLC | 17,679 | $4.43M | 1.29% | +581+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 17,676 | $4.43M | 0.09% | −1,631−8.4% | Reduced |
| Mutual Advisors, LLC | 17,619 | $4.41M | 0.09% | −4,922−21.8% | Reduced |
| Fisher Asset Management, LLC | 17,578 | $4.40M | 0.00% | −84−0.5% | Reduced |
| Haven Capital Group, Inc. | 17,554 | $4.40M | 4.08% | +189+1.1% | Added |
| Pinebridge Investments LLC | 17,464 | $4.38M | 0.04% | −19,917−53.3% | Reduced |
| Vestcor Inc | 17,420 | $4.37M | 0.12% | +1,062+6.5% | Added |
| Blue Jean Financial LLC | 16,956 | $4.25M | 3.50% | −135−0.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 16,852 | $4.22M | 0.71% | −5,087−23.2% | Reduced |
| Harvest Fund Management Co., Ltd | 16,807 | $4.21M | 0.18% | −41,991−71.4% | Reduced |
| Buckingham Strategic Partners | 16,700 | $4.18M | 0.04% | +3,774+29.2% | Added |
| Pallas Capital Advisors LLC | 16,651 | $4.17M | 0.16% | −985−5.6% | Reduced |
| Krilogy Financial LLC | 14,135 | $4.16M | 0.13% | +1,949+16.0% | Added |
| Castle Rock Wealth Management, LLC | 15,701 | $4.10M | 0.89% | −480−3.0% | Reduced |
| Ancora Advisors, LLC | 16,314 | $4.09M | 0.09% | −833−4.9% | Reduced |
| Lighthouse Financial LLC | 16,209 | $4.06M | 2.45% | −690−4.1% | Reduced |
| Coastal Bridge Advisors, LLC | 16,107 | $4.04M | 0.29% | +56+0.3% | Added |
| Viking Fund Management LLC | 16,000 | $4.01M | 0.41% | −10,000−38.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,950 | $4.00M | 0.22% | −79,600−83.3% | Reduced |
| Aubrey Capital Management Ltd | 15,900 | $3.98M | 2.14% | −3,500−18.0% | Reduced |
| Plato Investment Management Ltd | 15,868 | $3.98M | 0.27% | +7,406+87.5% | Added |
| Parsons Capital Management Inc | 15,803 | $3.96M | 0.18% | −1,780−10.1% | Reduced |
| Meitav Dash Investments Ltd | 15,800 | $3.96M | 0.04% | −290,500−94.8% | Reduced |
| MUFG Securities EMEA plc | 15,683 | $3.93M | 0.06% | +15,683 | New |
| Summerhill Capital Management lnc. | 15,679 | $3.93M | 3.43% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 15,616 | $3.91M | 0.31% | +7,410+90.3% | Added |
| Schear Investment Advisers, LLC | 15,597 | $3.91M | 1.72% | +897+6.1% | Added |