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 |
|---|---|---|---|---|---|
| DSG Capital Advisors, LLC | 7,274 | $1.82M | 0.29% | +680+10.3% | Added |
| Arlington Capital Management, Inc. | 7,269 | $1.82M | 1.03% | −614−7.8% | Reduced |
| Morris Retirement Advisors, LLC | 7,265 | $1.82M | 0.74% | +267+3.8% | Added |
| Gsa Capital Partners LLP | 7,241 | $1.81M | 0.11% | +1,082+17.6% | Added |
| Essential Partners LLC | 7,239 | $1.81M | 0.61% | +140+2.0% | Added |
| Ritholtz Wealth Management | 7,238 | $1.81M | 0.03% | +4,190+137.5% | Added |
| Perbak Capital Partners LLP | 7,220 | $1.81M | 0.45% | +130+1.8% | Added |
| Emerald Advisers, LLC | 7,216 | $1.81M | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 7,183 | $1.80M | 0.11% | +642+9.8% | Added |
| Hudson Bay Capital Management LP | 7,142 | $1.79M | 0.01% | −957,462−99.3% | Reduced |
| Delta Investment Management, LLC | 7,128 | $1.79M | 0.32% | −179−2.4% | Reduced |
| Centaurus Financial, Inc. | 7,119 | $1.78M | 0.08% | +1,669+30.6% | Added |
| Daymark Wealth Partners, LLC | 7,090 | $1.78M | 0.06% | +325+4.8% | Added |
| EverSource Wealth Advisors, LLC | 7,036 | $1.76M | 0.05% | +2,055+41.3% | Added |
| Clearstead Advisors, LLC | 7,011 | $1.76M | 0.02% | +296+4.4% | Added |
| Sanders Morris Harris LLC | 7,000 | $1.75M | 0.28% | +7,000 | New |
| Siemens Fonds Invest GmbH | 6,968 | $1.75M | 0.10% | +124+1.8% | Added |
| Cloverfields Capital Group, LP | 6,925 | $1.74M | 0.56% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,856 | $1.72M | 0.26% | −5,729−45.5% | Reduced |
| Wealth Effects LLC | 6,851 | $1.72M | 0.61% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 6,774 | $1.70M | 0.09% | −307−4.3% | Reduced |
| XTX Topco Ltd | 6,758 | $1.69M | 0.03% | −17,537−72.2% | Reduced |
| Peterson Wealth Services | 6,754 | $1.69M | 0.42% | −30−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,748 | $1.69M | 0.00% | +6,748 | New |
| Belpointe Asset Management LLC | 6,746 | $1.69M | 0.06% | −2,622−28.0% | Reduced |
| Investment Research Partners LLC | 6,742 | $1.69M | 0.69% | +202+3.1% | Added |
| Brookstone Capital Management | 6,725 | $1.69M | 0.02% | +4,352+183.4% | Added |
| Gardner Lewis Asset Management L P | 6,722 | $1.68M | 0.36% | −1,595−19.2% | Reduced |
| Evolve Private Wealth, LLC | 6,689 | $1.68M | 0.09% | +674+11.2% | Added |
| Skopos Labs, Inc. | 6,670 | $1.67M | 0.05% | +2,085+45.5% | Added |
| BankChampaign, National Association | 6,651 | $1.67M | 1.65% | −405−5.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 6,864 | $1.67M | 0.21% | +1,553+29.2% | Added |
| Ellevest, Inc. | 6,641 | $1.66M | 0.23% | +373+6.0% | Added |
| GM Advisory Group, Inc. | 6,631 | $1.66M | 0.06% | −1,233−15.7% | Reduced |
| FSA Advisors, Inc. | 6,592 | $1.65M | 1.09% | +379+6.1% | Added |
| Capstone Investment Advisors, LLC | 6,560 | $1.64M | 0.01% | −41,588−86.4% | Reduced |
| Brown Advisory Inc | 6,534 | $1.64M | 0.00% | +698+12.0% | Added |
| Wincap Financial LLC | 6,454 | $1.62M | 1.08% | +6,454 | New |
| Cresset Asset Management, LLC | 6,436 | $1.61M | 0.01% | +2,493+63.2% | Added |
| SRS Capital Advisors, Inc. | 6,235 | $1.61M | 0.05% | +1,983+46.6% | Added |
| Simon Quick Advisors, LLC | 6,405 | $1.60M | 0.07% | −809−11.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 6,360 | $1.59M | 0.35% | −7,200−53.1% | Reduced |
| Assetmark, Inc | 6,352 | $1.59M | 0.00% | +3,034+91.4% | Added |
| Mount Yale Investment Advisors, LLC | 6,344 | $1.59M | 0.04% | −817−11.4% | Reduced |
| Concorde Asset Management, LLC | 6,303 | $1.58M | 0.77% | −6,453−50.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,302 | $1.58M | 0.71% | +2,605+70.5% | Added |
| Richard W. Paul & Associates, LLC | 6,219 | $1.56M | 0.52% | −742−10.7% | Reduced |
| Broderick Brian C | 6,200 | $1.55M | 0.29% | +6,200 | New |
| Engineers Gate Manager LP | 6,196 | $1.55M | 0.02% | −81,949−93.0% | Reduced |
| McLaughlin Asset Management, Inc. | 6,151 | $1.54M | 1.47% | −667−9.8% | Reduced |
| IAM Advisory, LLC | 6,134 | $1.54M | 0.34% | −88−1.4% | Reduced |
| WealthTrust Asset Management, LLC | 6,112 | $1.53M | 0.91% | −73−1.2% | Reduced |
| Vise Technologies, Inc. | 9,414 | $1.53M | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6,086 | $1.53M | 0.17% | +865+16.6% | Added |
| Reuter James Wealth Management, LLC | 6,066 | $1.52M | 0.22% | +4,388+261.5% | Added |
| Westport Asset Management Inc | 6,000 | $1.50M | 0.66% | −2,000−25.0% | Reduced |
| Green Square Capital Advisors LLC | 5,999 | $1.50M | 0.16% | +4+0.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 5,994 | $1.50M | 0.67% | −39−0.6% | Reduced |
| Wright Investors Service Inc | 5,994 | $1.50M | 0.47% | +638+11.9% | Added |
| Bull Harbor Capital LLC | 5,908 | $1.48M | 0.40% | +5,908 | New |
| Berbice Capital Management LLC | 5,900 | $1.48M | 0.97% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 5,877 | $1.47M | 0.89% | −52−0.9% | Reduced |
| MCF Advisors LLC | 5,877 | $1.47M | 0.06% | +431+7.9% | Added |
| Atomi Financial Group, Inc. | 5,833 | $1.46M | 0.05% | +850+17.1% | Added |
| Aspire Private Capital, LLC | 5,791 | $1.45M | 0.33% | −1,271−18.0% | Reduced |
| Tempo Wealth, LLC | 5,790 | $1.45M | 0.25% | +491+9.3% | Added |
| San Luis Wealth Advisors LLC | 5,773 | $1.45M | 0.24% | +328+6.0% | Added |
| EdgeRock Capital LLC | 5,763 | $1.45M | 0.39% | −2,279−28.3% | Reduced |
| Stock Yards Bank & Trust Co | 5,763 | $1.44M | 0.04% | −50−0.9% | Reduced |
| GAM Holding AG | 5,748 | $1.44M | 0.13% | +1,457+34.0% | Added |
| S.A. Mason LLC | 5,712 | $1.43M | 0.54% | −16−0.3% | Reduced |
| Sidoxia Capital Management, LLC | 5,710 | $1.43M | 1.24% | +5,710 | New |
| Fifth Third Wealth Advisors LLC | 5,695 | $1.43M | 0.05% | +3,320+139.8% | Added |
| Formidable Asset Management, LLC | 8,792 | $1.42M | 0.22% | −158−1.8% | Reduced |
| Silverleafe Capital Partners, LLC | 5,637 | $1.41M | 0.43% | +5,637 | New |
| Plancorp, LLC | 4,785 | $1.41M | 0.04% | −540−10.1% | Reduced |
| Integrity Alliance, LLC. | 5,625 | $1.41M | 0.05% | +341+6.5% | Added |
| Oxford Wealth Group, LLC | 5,615 | $1.41M | 0.77% | −291−4.9% | Reduced |
| Precision Wealth Strategies, LLC | 5,608 | $1.41M | 0.47% | +6+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 5,594 | $1.40M | 0.26% | +1,612+40.5% | Added |
| National Asset Management, Inc. | 5,933 | $1.39M | 0.09% | −207−3.4% | Reduced |
| CoreCap Advisors, LLC | 5,512 | $1.38M | 0.05% | −905−14.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,284 | $1.38M | 0.30% | +145+3.5% | Added |
| Williamson Legacy Group, LLC | 5,509 | $1.38M | 1.03% | +5,509 | New |
| Hartford Funds Management Co LLC | 5,495 | $1.38M | 0.12% | −1,506−21.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,453 | $1.37M | 0.07% | +100+1.9% | Added |
| DB&C Advisors, LLC | 5,448 | $1.37M | 1.77% | −24−0.4% | Reduced |
| Hilton Head Capital Partners, LLC | 5,431 | $1.36M | 0.77% | −98−1.8% | Reduced |
| Catalyst Capital Advisors LLC | 5,425 | $1.36M | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,400 | $1.35M | 0.05% | −10,849−66.8% | Reduced |
| Eastern Bank | 5,380 | $1.35M | 0.02% | +50+0.9% | Added |
| Evoke Wealth, LLC | 5,356 | $1.34M | 0.02% | +1,097+25.8% | Added |
| Toth Financial Advisory Corp | 5,330 | $1.34M | 0.15% | +2,200+70.3% | Added |
| Hobbs Group Advisors, LLC | 5,329 | $1.34M | 0.40% | −367−6.4% | Reduced |
| Clear Harbor Asset Management, LLC | 5,307 | $1.33M | 0.09% | +18+0.3% | Added |
| McDonald Partners LLC | 5,268 | $1.32M | 0.31% | +343+7.0% | Added |
| Insight Wealth Partners, LLC | 5,260 | $1.32M | 0.53% | +6+0.1% | Added |
| Burling Wealth Partners, LLC | 5,240 | $1.31M | 0.21% | +12+0.2% | Added |
| Accent Capital Management, LLC | 5,226 | $1.31M | 0.64% | +21+0.4% | Added |
| 71 West Capital Partners | 5,225 | $1.31M | 0.06% | +275+5.6% | Added |