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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 15,051 | $3.90M | 0.04% | +8,205+119.9% | Added |
| Kovack Advisors, Inc. | 15,268 | $3.90M | 0.21% | −40,957−72.8% | Reduced |
| Brighton Jones LLC | 15,349 | $3.85M | 0.08% | +15,349 | New |
| AG2R la Mondiale Gestion D'Actifs | 15,345 | $3.85M | 0.17% | +358+2.4% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 15,285 | $3.83M | 0.13% | −475−3.0% | Reduced |
| Norinchukin Bank, The | 15,240 | $3.82M | 0.04% | +15,240 | New |
| WD Rutherford LLC | 15,220 | $3.81M | 1.69% | +139+0.9% | Added |
| PFG Investments, LLC | 15,178 | $3.80M | 0.18% | −1,519−9.1% | Reduced |
| United Capital Financial Advisers, LLC | 15,104 | $3.78M | 0.02% | +6,117+68.1% | Added |
| Atria Investments LLC | 15,055 | $3.77M | 0.04% | +8,951+146.6% | Added |
| Laird Norton Trust Company, LLC | 14,996 | $3.76M | 0.08% | +679+4.7% | Added |
| SBI Securities Co., Ltd. | 14,788 | $3.71M | 0.10% | −5,812−28.2% | Reduced |
| Benchmark Investment Advisors LLC | 14,739 | $3.69M | 2.15% | +14,739 | New |
| Lazard Asset Management LLC | 14,721 | $3.69M | 0.01% | −1,911−11.5% | Reduced |
| Hollow Brook Wealth Management LLC | 14,694 | $3.68M | 0.94% | −78−0.5% | Reduced |
| Himension Fund | 14,656 | $3.67M | 0.28% | −5,185−26.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,592 | $3.66M | 0.14% | +1,117+8.3% | Added |
| National Philanthropic Trust | 14,385 | $3.60M | 0.04% | −13−0.1% | Reduced |
| Arkadios Wealth Advisors | 14,311 | $3.59M | 0.06% | −1,376−8.8% | Reduced |
| Mirabella Financial Services LLP | 14,282 | $3.58M | 0.35% | +12,439+674.9% | Added |
| Brinker Capital Investments, LLC | 14,261 | $3.57M | 0.03% | +3,041+27.1% | Added |
| Spirit of America Management Corp | 14,200 | $3.56M | 0.70% | +300+2.2% | Added |
| Kestra Private Wealth Services, LLC | 14,187 | $3.55M | 0.04% | +3,249+29.7% | Added |
| Tokio Marine Asset Management Co Ltd | 14,094 | $3.53M | 0.13% | +350+2.5% | Added |
| J.W. Cole Advisors, Inc. | 14,050 | $3.52M | 0.12% | −2,635−15.8% | Reduced |
| Shaker Investments LLC | 13,994 | $3.51M | 1.60% | −765−5.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,075 | $3.49M | 0.02% | +14,075 | New |
| Harbour Capital Advisors, LLC | 11,425 | $3.49M | 0.66% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 13,903 | $3.48M | 1.00% | −3,071−18.1% | Reduced |
| Rowland & Co Investment Counsel | 13,882 | $3.48M | 0.71% | −21,450−60.7% | Reduced |
| Nicholas Investment Partners, LP | 13,795 | $3.46M | 0.25% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 13,785 | $3.45M | 1.68% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 13,777 | $3.45M | 0.01% | +7,811+130.9% | Added |
| RSM US Wealth Management LLC | 13,717 | $3.44M | 0.04% | +3,632+36.0% | Added |
| Arete Wealth Advisors, LLC | 13,728 | $3.44M | 0.26% | +13,728 | New |
| Sone Capital Management, LLC | 13,710 | $3.44M | 0.29% | −46,341−77.2% | Reduced |
| Cornerstone Select Advisors, LLC | 13,657 | $3.42M | 2.14% | +999+7.9% | Added |
| Callan Family Office, LLC | 13,553 | $3.40M | 0.08% | −421−3.0% | Reduced |
| Finivi Inc. | 13,543 | $3.39M | 1.85% | +1,279+10.4% | Added |
| Saudi Central Bank | 13,407 | $3.36M | 0.07% | +13,407 | New |
| Generali Asset Management SPA SGR | 13,319 | $3.34M | 0.07% | +6,089+84.2% | Added |
| CSM Advisors, LLC | 13,237 | $3.32M | 0.08% | +7,146+117.3% | Added |
| Spartan Wealth Advisory Services LLC | 13,223 | $3.31M | 0.29% | +13,223 | New |
| Koshinski Asset Management, Inc. | 13,205 | $3.31M | 0.21% | −340−2.5% | Reduced |
| Y.D. More Investments Ltd | 13,202 | $3.31M | 0.13% | +13,202 | New |
| Fidelis Capital Partners, LLC | 13,190 | $3.31M | 0.24% | +2,001+17.9% | Added |
| Lido Advisors, LLC | 13,145 | $3.29M | 0.01% | +6,928+111.4% | Added |
| Banque Cantonale Vaudoise | 13,124 | $3.29M | 0.12% | +185+1.4% | Added |
| Novare Capital Management LLC | 12,968 | $3.25M | 0.26% | −1,645−11.3% | Reduced |
| Global Trust Asset Management, LLC | 12,945 | $3.24M | 1.24% | +287+2.3% | Added |
| Goldstream Capital Management Ltd | 12,926 | $3.24M | 4.83% | −3,618−21.9% | Reduced |
| Vega Investment Solutions | 12,870 | $3.22M | 0.77% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 12,415 | $3.22M | 0.22% | −4,696−27.4% | Reduced |
| Terra Nova Asset Management LLC | 12,816 | $3.21M | 2.38% | −22−0.2% | Reduced |
| Horizon Investments, LLC | 12,739 | $3.19M | 0.04% | +9,313+271.8% | Added |
| Titan Investment Management LLC | 12,706 | $3.18M | 2.81% | +278+2.2% | Added |
| Beacon Pointe Advisors, LLC | 12,649 | $3.17M | 0.02% | +4,357+52.5% | Added |
| Franchise GP Ltd | 12,605 | $3.16M | 1.16% | +12,605 | New |
| AXS Investments LLC | 12,500 | $3.13M | 1.26% | 00.0% | Unchanged |
| B&L Asset Management LLC | 12,479 | $3.13M | 1.36% | +714+6.1% | Added |
| Crossmark Global Holdings, Inc. | 12,446 | $3.12M | 0.05% | +8,392+207.0% | Added |
| Krane Funds Advisors LLC | 11,861 | $3.09M | 0.13% | +6,643+127.3% | Added |
| Redhawk Wealth Advisors, Inc. | 12,252 | $3.07M | 0.34% | +6,866+127.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,241 | $3.07M | 0.05% | +12,241 | New |
| Shelton Capital Management | 12,095 | $3.03M | 0.07% | +2,025+20.1% | Added |
| HB Wealth Management, LLC | 12,025 | $3.01M | 0.02% | +4,247+54.6% | Added |
| Hilltop Holdings Inc. | 12,023 | $3.01M | 0.27% | −2,238−15.7% | Reduced |
| Regions Financial Corp | 12,018 | $3.01M | 0.02% | +374+3.2% | Added |
| Moors & Cabot, Inc. | 12,014 | $3.01M | 0.13% | +200+1.7% | Added |
| Bleakley Financial Group, LLC | 11,935 | $2.99M | 0.05% | +11,935 | New |
| Darwin Advisors, LLC | 11,851 | $2.97M | 0.93% | +1,249+11.8% | Added |
| Guardian Asset Advisors, LLC | 11,826 | $2.96M | 1.73% | −24−0.2% | Reduced |
| Hodges Capital Management Inc. | 11,725 | $2.94M | 0.24% | −7,636−39.4% | Reduced |
| Meridian Wealth Management, LLC | 11,701 | $2.93M | 0.10% | +2,821+31.8% | Added |
| Mandatum Life Insurance Co Ltd | 11,700 | $2.93M | 0.66% | +11,700 | New |
| Paragon Advisors, LLC | 11,577 | $2.90M | 0.78% | +11,577 | New |
| VestGen Advisors, LLC | 7,861 | $2.89M | 0.08% | +2,002+34.2% | Added |
| NewEdge Wealth, LLC | 11,517 | $2.89M | 0.03% | +290+2.6% | Added |
| Bridgeway Capital Management, LLC | 11,500 | $2.88M | 0.06% | +11,500 | New |
| Prakash Investment Advisors LLC | 11,460 | $2.87M | 2.43% | +2,590+29.2% | Added |
| Slow Capital, Inc. | 11,452 | $2.87M | 0.37% | +11,452 | New |
| Eos Management, L.P. | 11,377 | $2.85M | 1.22% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 9,426 | $2.84M | 1.89% | −8−0.1% | Reduced |
| Spire Wealth Management | 11,098 | $2.78M | 0.09% | −23,226−67.7% | Reduced |
| Main Management ETF Advisors, LLC | 11,087 | $2.78M | 0.10% | +11,087 | New |
| Meiji Yasuda Life Insurance Co | 11,085 | $2.78M | 0.09% | −2,070−15.7% | Reduced |
| Huntington National Bank | 11,073 | $2.77M | 0.02% | +485+4.6% | Added |
| E Fund Management Co., Ltd. | 11,048 | $2.77M | 0.08% | +11,048 | New |
| Horizon Kinetics Asset Management LLC | 11,025 | $2.76M | 0.03% | 00.0% | Unchanged |
| North Dakota State Investment Board | 11,022 | $2.76M | 0.12% | −2,374−17.7% | Reduced |
| Graphene Investments SAS | 11,000 | $2.76M | 1.85% | −5,000−31.3% | Reduced |
| Quartz Partners, LLC | 10,901 | $2.73M | 1.06% | −1,160−9.6% | Reduced |
| Summit Trail Advisors, LLC | 10,895 | $2.73M | 0.04% | −1,652−13.2% | Reduced |
| NovaPoint Capital, LLC | 10,861 | $2.72M | 0.68% | +25+0.2% | Added |
| ShoreHaven Wealth Partners, LLC | 10,858 | $2.72M | 0.98% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 10,848 | $2.72M | 0.39% | +928+9.4% | Added |
| Cottage Street Advisors LLC | 10,818 | $2.71M | 1.17% | −2,100−16.3% | Reduced |
| Pennant Select, LLC | 10,800 | $2.71M | 1.36% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,711 | $2.68M | 0.07% | +7,000+188.6% | Added |
| Harmony Asset Management LLC | 10,706 | $2.68M | 0.82% | +1,001+10.3% | Added |