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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 10,670 | $2.67M | 0.04% | +1,240+13.1% | Added |
| Bowen Hanes & Co Inc | 10,645 | $2.67M | 0.06% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 10,585 | $2.65M | 0.17% | +10,585 | New |
| Everence Capital Management Inc | 10,544 | $2.64M | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,542 | $2.64M | 0.03% | −300−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 8,649 | $2.64M | 0.06% | +2,627+43.6% | Added |
| Everhart Financial Group, Inc. | 10,522 | $2.64M | 0.22% | +2,258+27.3% | Added |
| Meeder Advisory Services, Inc. | 10,516 | $2.64M | 0.11% | +231+2.2% | Added |
| Coldstream Capital Management Inc | 10,499 | $2.63M | 0.03% | +675+6.9% | Added |
| Securian Asset Management, Inc | 10,378 | $2.60M | 0.10% | +10,378 | New |
| Diversify Wealth Management, LLC | 8,469 | $2.59M | 0.05% | +8,469 | New |
| Numerai GP LLC | 10,296 | $2.58M | 0.26% | +9,048+725.0% | Added |
| Carl P. Sherr & Co., LLC | 10,270 | $2.57M | 1.21% | −147−1.4% | Reduced |
| Fiduciary Family Office, LLC | 10,214 | $2.56M | 0.73% | −78−0.8% | Reduced |
| Quantum Private Wealth, LLC | 10,211 | $2.56M | 0.79% | +21+0.2% | Added |
| Platinum Investment Management Ltd | 10,127 | $2.54M | 0.64% | −1,918−15.9% | Reduced |
| Tealwood Asset Management Inc | 10,099 | $2.53M | 1.15% | +10,099 | New |
| Blue Line Capital, LLC | 10,098 | $2.53M | 2.86% | −518−4.9% | Reduced |
| Virtus Investment Advisers, Inc. | 10,030 | $2.51M | 0.69% | +21+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,012 | $2.51M | 0.17% | 00.0% | Unchanged |
| Union Square Park Capital Management, LLC | 10,000 | $2.51M | 2.19% | +10,000 | New |
| Longaeva Partners L.P. | 9,966 | $2.50M | 0.12% | +9,966 | New |
| Truxt Investmentos Ltda. | 9,630 | $2.49M | 1.60% | +9,630 | New |
| Canada Post Corp Registered Pension Plan | 9,660 | $2.42M | 0.10% | +9,660 | New |
| Integrated Advisors Network LLC | 9,640 | $2.42M | 0.13% | −2,726−22.0% | Reduced |
| Brendel Financial Advisors LLC | 9,606 | $2.41M | 1.19% | +9,606 | New |
| Wahed Invest LLC | 9,582 | $2.40M | 0.31% | −435−4.3% | Reduced |
| Parallel Advisors, LLC | 9,564 | $2.40M | 0.04% | +1,463+18.1% | Added |
| Shelton Wealth Management, LLC | 9,552 | $2.39M | 1.05% | −4,280−30.9% | Reduced |
| Gabelli Funds LLC | 9,500 | $2.38M | 0.02% | −1,500−13.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 9,484 | $2.38M | 1.01% | −404−4.1% | Reduced |
| PW Nova Financial Services LLC | 9,475 | $2.37M | 0.60% | +9,475 | New |
| Phoenix Holdings Ltd. | 9,411 | $2.36M | 0.02% | −4,101−30.4% | Reduced |
| Guggenheim Capital LLC | 9,388 | $2.35M | 0.02% | +9,388 | New |
| Sound View Wealth Advisors Group, LLC | 9,371 | $2.35M | 0.16% | −745−7.4% | Reduced |
| Fisher Funds Management LTD | 9,298 | $2.33M | 0.07% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 9,271 | $2.32M | 0.18% | +3,000+47.8% | Added |
| Kingswood Wealth Advisors, LLC | 9,228 | $2.31M | 0.11% | −241−2.5% | Reduced |
| Independent Advisor Alliance | 9,219 | $2.31M | 0.02% | −53,997−85.4% | Reduced |
| Altrafin AG | 9,206 | $2.31M | 0.79% | +9,206 | New |
| Envestnet Portfolio Solutions, Inc. | 9,060 | $2.27M | 0.01% | −51,069−84.9% | Reduced |
| Oakmont Investment Advisors, Inc. | 9,052 | $2.27M | 2.08% | +437+5.1% | Added |
| Kennedy Investment Group | 9,018 | $2.26M | 0.88% | −454−4.8% | Reduced |
| Hallmark Capital Management Inc | 8,991 | $2.25M | 0.15% | +6,599+275.9% | Added |
| EP Wealth Advisors, LLC | 8,926 | $2.24M | 0.01% | +2,690+43.1% | Added |
| New Wave Wealth Advisors LLC | 8,913 | $2.23M | 0.78% | +1,975+28.5% | Added |
| Harbor Investment Advisory, LLC | 8,903 | $2.23M | 0.18% | +76+0.9% | Added |
| BCJ Capital Management, LLC | 8,842 | $2.22M | 0.12% | +8,842 | New |
| Herbst Group, LLC | 8,800 | $2.21M | 1.36% | +8,800 | New |
| Ring Mountain Capital, LLC | 8,785 | $2.20M | 1.20% | +121+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 8,758 | $2.19M | 0.11% | +8,758 | New |
| J. Safra Sarasin Holding AG | 8,747 | $2.19M | 0.04% | −1,218−12.2% | Reduced |
| Signaturefd, LLC | 8,721 | $2.19M | 0.03% | +1,501+20.8% | Added |
| Westover Capital Advisors, LLC | 8,691 | $2.18M | 0.40% | −100−1.1% | Reduced |
| Galaxy Digital Capital Management GP LLC | 8,630 | $2.16M | 2.78% | −12,173−58.5% | Reduced |
| SMART Wealth LLC | 8,574 | $2.15M | 0.63% | +4,770+125.4% | Added |
| Level Four Advisory Services, LLC | 8,554 | $2.14M | 0.07% | −1,644−16.1% | Reduced |
| Flputnam Investment Management Co | 8,515 | $2.13M | 0.03% | −21−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 8,502 | $2.13M | 0.05% | −433−4.8% | Reduced |
| Foresight Group Ltd Liability Partnership | 9,076 | $2.12M | 0.38% | +4,487+97.8% | Added |
| Highland Capital Management, LLC | 8,466 | $2.12M | 0.11% | +4,411+108.8% | Added |
| Shariaportfolio, Inc. | 8,414 | $2.11M | 0.93% | −3,540−29.6% | Reduced |
| Harvest Investment Services, LLC | 8,377 | $2.10M | 0.38% | −107−1.3% | Reduced |
| Change Path, LLC | 8,334 | $2.09M | 0.05% | −1,456−14.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 8,293 | $2.08M | 0.44% | +8,293 | New |
| E. Ohman J:or Asset Management AB | 8,292 | $2.08M | 0.06% | −300−3.5% | Reduced |
| Chesley Taft & Associates LLC | 8,145 | $2.04M | 0.09% | −1,279−13.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,105 | $2.03M | 0.70% | +285+3.6% | Added |
| Quantbot Technologies LP | 8,103 | $2.03M | 0.08% | −45,305−84.8% | Reduced |
| Principal Securities, Inc. | 8,070 | $2.02M | 0.03% | +1,141+16.5% | Added |
| Oddo BHF Asset Management SAS | 8,062 | $2.02M | 0.08% | +8,062 | New |
| CAPROCK Group, Inc. | 8,000 | $2.00M | 0.05% | +4,902+158.2% | Added |
| Rithm Capital Corp. | 8,000 | $2.00M | 2.98% | +1,000+14.3% | Added |
| New Paradigm Capital Management, LLC | 8,000 | $2.00M | 4.28% | +8,000 | New |
| Total Clarity Wealth Management, Inc. | 7,998 | $2.00M | 0.47% | −4,029−33.5% | Reduced |
| Intellectus Partners, LLC | 7,925 | $1.99M | 0.41% | −350−4.2% | Reduced |
| Parisi Gray Wealth Management | 7,912 | $1.98M | 0.47% | +4,005+102.5% | Added |
| Kingsview Wealth Management, LLC | 7,901 | $1.98M | 0.03% | +689+9.6% | Added |
| Dynamic Advisor Solutions LLC | 7,881 | $1.97M | 0.06% | +348+4.6% | Added |
| Arthur M. Cohen & Associates, LLC | 7,605 | $1.97M | 0.35% | +950+14.3% | Added |
| NorthCrest Asset Manangement, LLC | 7,513 | $1.96M | 0.06% | −409−5.2% | Reduced |
| Congress Asset Management Co | 7,800 | $1.95M | 0.01% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,785 | $1.95M | 1.07% | −1,815−18.9% | Reduced |
| L & S Advisors Inc | 7,747 | $1.94M | 0.24% | −7,129−47.9% | Reduced |
| WealthPlan Investment Management, LLC | 7,697 | $1.93M | 0.11% | −677−8.1% | Reduced |
| Keybank National Association | 7,607 | $1.91M | 0.01% | +238+3.2% | Added |
| Sivia Capital Partners, LLC | 7,596 | $1.90M | 0.37% | +2,105+38.3% | Added |
| Titiun Yejiel | 7,590 | $1.90M | 1.93% | −1,060−12.3% | Reduced |
| Alps Advisors Inc | 7,509 | $1.88M | 0.01% | −2,290−23.4% | Reduced |
| Waddell & Associates, LLC | 7,502 | $1.88M | 0.11% | +1,726+29.9% | Added |
| Qtron Investments LLC | 7,501 | $1.88M | 0.25% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,460 | $1.87M | 0.01% | −1,423−16.0% | Reduced |
| Agf Management Ltd | 7,421 | $1.86M | 0.01% | −3,126−29.6% | Reduced |
| AIA Group Ltd | 7,392 | $1.85M | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,373 | $1.85M | 0.03% | +916+14.2% | Added |
| Waterloo Capital, L.P. | 7,368 | $1.85M | 0.13% | −1,326−15.3% | Reduced |
| Innovative Asset Advisors Group, LLC | 7,349 | $1.84M | 1.06% | +7,349 | New |
| Richmond Investment Services, LLC | 7,343 | $1.84M | 0.30% | −671−8.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 7,336 | $1.84M | 0.19% | −1,749−19.3% | Reduced |
| LDR Capital Management LLC | 7,301 | $1.83M | 2.46% | 00.0% | Unchanged |