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, Q2 2026
Institutional positions in Vertiv Holdings Co as of Jun 30, 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
- 2,061
- +245 vs. Q1 2026
- Shares held
- 315.3M
- +1.02M (+0.3%) vs. Q1 2026
- Total value
- $105.0B
- +$26.6B (+34.0%) vs. Q1 2026
- New holders
- 354
- 827 more added
- Sold out
- 109
- 704 more reduced
25 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Opinicus Capital, Inc. | 2,705 | $905.7K | 0.48% | −255−8.6% | Reduced |
| Private Trust Co NA | 2,715 | $909.0K | 0.07% | −933−25.6% | Reduced |
| AdvisorNet Financial, Inc | 2,724 | $912.1K | 0.04% | −849−23.8% | Reduced |
| Trust Co of Vermont | 2,728 | $913.4K | 0.03% | +2,728 | New |
| Leonteq Securities AG | 2,730 | $914.1K | 0.05% | +290+11.9% | Added |
| XTX Topco Ltd | 2,770 | $927.5K | 0.01% | −3,988−59.0% | Reduced |
| Optas, LLC | 2,776 | $929.5K | 0.13% | −90−3.1% | Reduced |
| Parus Finance (UK) Ltd | 2,783 | $931.8K | 0.24% | −987−26.2% | Reduced |
| Smartleaf Asset Management LLC | 3,037 | $932.3K | 0.03% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 2,785 | $932.5K | 0.69% | +350+14.4% | Added |
| GWN Securities Inc. | 2,797 | $936.6K | 0.16% | +244+9.6% | Added |
| Horizon Family Wealth, Inc. | 2,821 | $944.5K | 0.43% | +44+1.6% | Added |
| Atticus Wealth Management, LLC | 2,829 | $947.3K | 0.23% | −16−0.6% | Reduced |
| C M Bidwell & Associates Ltd | 2,842 | $951.6K | 0.39% | −1,850−39.4% | Reduced |
| World Equity Group, Inc. | 2,860 | $957.6K | 0.21% | +18+0.6% | Added |
| Petredis Investment Advisors LLC | 2,861 | $957.9K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 2,875 | $962.6K | 0.39% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 2,883 | $965.3K | 0.01% | +89+3.2% | Added |
| Redwood Financial Network Corp | 2,895 | $969.5K | 0.54% | −302−9.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,900 | $971.0K | 0.21% | +2,900 | New |
| Tyche Wealth Partners LLC | 2,902 | $971.6K | 0.14% | +375+14.8% | Added |
| Quantessence Capital LLC | 2,903 | $972.0K | 2.86% | +2,903 | New |
| Investors Asset Management of Georgia Inc | 2,920 | $977.7K | 0.34% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 2,925 | $979.3K | 0.33% | −1,034−26.1% | Reduced |
| Generali Investments, Management Co LLC | 2,925 | $979.3K | 0.21% | +2,744+1,516.0% | Added |
| Guerra Pan Advisors, LLC | 2,930 | $981.0K | 0.55% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 2,933 | $982.0K | 0.03% | +273+10.3% | Added |
| Hantz Financial Services, Inc. | 2,935 | $983.0K | 0.01% | −806−21.5% | Reduced |
| Western Financial Corp | 2,938 | $983.7K | 0.29% | +1,259+75.0% | Added |
| Alta Capital Management LLC | 2,943 | $985.7K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 2,947 | $986.9K | 0.01% | +603+25.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,968 | $993.6K | 0.00% | +545+22.5% | Added |
| TFR Capital, LLC. | 2,983 | $998.8K | 0.28% | +2,983 | New |
| Caerus Investment Advisors, LLC | 2,999 | $1.00M | 0.34% | −164−5.2% | Reduced |
| Point72 Asset Management, L.P. | 3,000 | $1.00M | 0.00% | +3,000 | New |
| Philadelphia Trust Co | 3,002 | $1.00M | 0.06% | +27+0.9% | Added |
| Aspetuck Financial Management LLC | 3,003 | $1.01M | 0.59% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 3,005 | $1.01M | 0.10% | +63+2.1% | Added |
| Formuepleje A/S | 3,013 | $1.01M | 0.08% | +3,013 | New |
| Alpine Woods Capital Investors, LLC | 3,032 | $1.02M | 0.23% | +3,032 | New |
| RFG Advisory, LLC | 3,036 | $1.02M | 0.02% | −1,997−39.7% | Reduced |
| SFE Investment Counsel | 3,039 | $1.02M | 0.14% | −13−0.4% | Reduced |
| Quadrant Capital Group LLC | 3,054 | $1.02M | 0.03% | +1,950+176.6% | Added |
| Jacobi Capital Management LLC | 3,061 | $1.02M | 0.05% | −132−4.1% | Reduced |
| Forefront Wealth Partners, LLC | 3,061 | $1.03M | 0.32% | −69−2.2% | Reduced |
| Mindset Wealth Management, LLC | 3,063 | $1.03M | 0.20% | −444−12.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,065 | $1.03M | 0.06% | +1,264+70.2% | Added |
| Patten Group, Inc. | 3,092 | $1.04M | 0.16% | +3,092 | New |
| Magnolia Capital Management Ltd | 3,100 | $1.04M | 0.72% | −640−17.1% | Reduced |
| Sharp Financial Services, LLC | 3,105 | $1.04M | 0.48% | +150+5.1% | Added |
| Fairfield Financial Advisors, LTD | 3,119 | $1.04M | 0.41% | +51+1.7% | Added |
| RMB Capital Management, LLC | 3,119 | $1.04M | 0.02% | +31+1.0% | Added |
| Laurion Capital Management LP | 3,122 | $1.05M | 0.08% | +722+30.1% | Added |
| KG&L Capital Management,LLC | 3,166 | $1.06M | 0.63% | +3,166 | New |
| Nemes Rush Group LLC | 3,171 | $1.06M | 0.09% | +209+7.1% | Added |
| Schmidt P J Investment Management Inc | 3,178 | $1.06M | 0.17% | +40+1.3% | Added |
| Dover Advisors, LLC | 6,582 | $1.07M | 0.44% | +1,712+35.2% | Added |
| Trivant Custom Portfolio Group, LLC | 3,198 | $1.07M | 0.57% | +187+6.2% | Added |
| Larson Financial Group LLC | 3,200 | $1.07M | 0.03% | +443+16.1% | Added |
| Ronald Blue Trust, Inc. | 3,201 | $1.07M | 0.01% | +703+28.1% | Added |
| Holderness Investments Co | 3,207 | $1.07M | 0.18% | +96+3.1% | Added |
| Stableford Capital II LLC | 3,213 | $1.08M | 0.37% | +3,213 | New |
| Petra Financial Advisors Inc | 3,214 | $1.08M | 0.50% | +3,214 | New |
| Transcend Wealth Collective, LLC | 3,223 | $1.08M | 0.07% | +905+39.0% | Added |
| WealthBridge Capital Management, LLC | 3,223 | $1.08M | 0.21% | −707−18.0% | Reduced |
| Davenport & Co LLC | 3,233 | $1.08M | 0.01% | +269+9.1% | Added |
| Globeflex Capital L P | 3,235 | $1.08M | 0.14% | −1,165−26.5% | Reduced |
| Simplicity Wealth,LLC | 3,236 | $1.08M | 0.04% | +939+40.9% | Added |
| Biltmore Family Office, LLC | 3,237 | $1.08M | 0.14% | +23+0.7% | Added |
| Levin Capital Strategies, L.P. | 3,243 | $1.09M | 0.07% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 3,265 | $1.09M | 0.27% | +10.0% | Added |
| American Trust | 3,278 | $1.10M | 0.08% | +238+7.8% | Added |
| Ameritas Investment Partners, Inc. | 3,288 | $1.10M | 0.03% | −143−4.2% | Reduced |
| CAPROCK Group, Inc. | 3,306 | $1.11M | 0.02% | −4,694−58.7% | Reduced |
| Bosman Wealth Management, LLC | 3,318 | $1.11M | 0.69% | +1,595+92.6% | Added |
| Sagespring Wealth Partners, LLC | 3,320 | $1.11M | 0.02% | +358+12.1% | Added |
| Sowell Financial Services LLC | 3,329 | $1.11M | 0.04% | +129+4.0% | Added |
| Beacon Financial Planning, Inc | 3,344 | $1.12M | 0.38% | −34−1.0% | Reduced |
| Armis Advisers, LLC | 3,529 | $1.12M | 0.10% | +701+24.8% | Added |
| Advisors Capital Management, LLC | 3,360 | $1.13M | 0.01% | −44−1.3% | Reduced |
| West Michigan Advisors, LLC | 3,363 | $1.13M | 0.21% | −10−0.3% | Reduced |
| TigerOak Management, L.L.C. | 3,382 | $1.13M | 0.32% | +1,019+43.1% | Added |
| Stonebridge Financial Group, LLC | 3,386 | $1.13M | 0.16% | +3,386 | New |
| Tripletail Wealth Management, LLC | 3,776 | $1.13M | 1.31% | −460−10.9% | Reduced |
| Fort Sheridan Advisors LLC | 3,396 | $1.14M | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,436 | $1.14M | 0.40% | +150+4.6% | Added |
| National Wealth Management Group, LLC | 3,412 | $1.14M | 0.35% | −200−5.5% | Reduced |
| Richmond Investment Services, LLC | 3,460 | $1.16M | 0.37% | −3,883−52.9% | Reduced |
| Calton & Associates, Inc. | 3,466 | $1.16M | 0.17% | −392−10.2% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $1.17M | 0.77% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,500 | $1.17M | 0.21% | +3,500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,510 | $1.17M | 0.04% | +2,624+296.2% | Added |
| Frec Markets, Inc. | 3,527 | $1.18M | 0.11% | +976+38.3% | Added |
| Moneta Group Investment Advisors LLC | 3,527 | $1.18M | 0.01% | +16+0.5% | Added |
| Herold Advisors, Inc. | 3,531 | $1.18M | 0.23% | −236−6.3% | Reduced |
| Birch Hill Investment Advisors LLC | 3,585 | $1.20M | 0.05% | −40−1.1% | Reduced |
| Element Squared LLC | 3,585 | $1.20M | 0.60% | +3,585 | New |
| MWA Asset Management | 3,588 | $1.20M | 0.54% | −132−3.5% | Reduced |
| Cigna Investments Inc | 3,602 | $1.21M | 0.16% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,608 | $1.21M | 0.33% | +987+37.7% | Added |