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 |
|---|---|---|---|---|---|
| F/M Investments LLC | 3,608 | $1.21M | 0.06% | +1,632+82.6% | Added |
| First Community Trust NA | 3,615 | $1.21M | 0.55% | +1,009+38.7% | Added |
| Concentrum Wealth Management | 3,622 | $1.21M | 0.29% | +282+8.4% | Added |
| Fedenia Advisers LLC | 3,630 | $1.22M | 0.29% | +220+6.5% | Added |
| LightSquare Wealth Management, LLC | 3,632 | $1.22M | 0.84% | −40−1.1% | Reduced |
| Leavell Investment Management, Inc. | 3,637 | $1.22M | 0.04% | −82−2.2% | Reduced |
| Bessemer Group Inc | 3,660 | $1.23M | 0.00% | +1,486+68.4% | Added |
| Ballentine Partners, LLC | 3,666 | $1.23M | 0.01% | +213+6.2% | Added |
| Simmons Bank | 3,669 | $1.23M | 0.07% | +2,211+151.6% | Added |
| Quadrature Capital Ltd | 3,700 | $1.24M | 0.01% | +3,700 | New |
| Seelaus Asset Management LLC | 3,706 | $1.24M | 0.87% | −144−3.7% | Reduced |
| Precision Wealth Strategies, LLC | 3,748 | $1.25M | 0.38% | −1,860−33.2% | Reduced |
| Catalyst Capital Advisors LLC | 3,765 | $1.26M | 0.02% | −1,660−30.6% | Reduced |
| Gateway Investment Advisers LLC | 3,768 | $1.26M | 0.01% | +3,768 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $1.27M | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,800 | $1.27M | 0.09% | −423−10.0% | Reduced |
| Rakuten Securities, Inc. | 3,803 | $1.27M | 0.30% | +258+7.3% | Added |
| Argent Trust Co | 3,804 | $1.27M | 0.04% | −431−10.2% | Reduced |
| Smith, Moore & Co. | 3,813 | $1.28M | 0.08% | +120+3.2% | Added |
| Havemeyer Place LP | 3,831 | $1.28M | 0.13% | +3,831 | New |
| Vestmark Advisory Solutions, Inc. | 3,847 | $1.29M | 0.01% | +298+8.4% | Added |
| Galaxy Digital Capital Management GP LLC | 3,849 | $1.29M | 0.77% | −4,781−55.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,852 | $1.29M | 0.35% | −154−3.8% | Reduced |
| Applied Finance Capital Management, LLC | 3,874 | $1.30M | 0.10% | +3,874 | New |
| Catalytic Wealth RIA, LLC | 3,878 | $1.30M | 0.07% | +229+6.3% | Added |
| Veracity Capital LLC | 3,932 | $1.32M | 0.36% | −865−18.0% | Reduced |
| Wright Investors Service Inc | 3,934 | $1.32M | 0.36% | −2,060−34.4% | Reduced |
| Tactive Advisors, LLC | 3,935 | $1.32M | 0.32% | +105+2.7% | Added |
| Lederer & Associates Investment Counsel | 3,937 | $1.32M | 0.87% | −687−14.9% | Reduced |
| Hobbs Group Advisors, LLC | 3,960 | $1.33M | 0.35% | −1,369−25.7% | Reduced |
| Profund Advisors LLC | 3,967 | $1.33M | 0.04% | +126+3.3% | Added |
| AlTi Global, Inc. | 3,968 | $1.33M | 0.03% | −977−19.8% | Reduced |
| Savvy Advisors, Inc. | 4,015 | $1.34M | 0.03% | +983+32.4% | Added |
| BostonPremier Wealth LLC | 4,018 | $1.35M | 0.57% | +190+5.0% | Added |
| PDS Planning, Inc | 4,032 | $1.35M | 0.08% | +142+3.7% | Added |
| Outlook Wealth Advisors, LLC | 4,070 | $1.35M | 0.29% | −288−6.6% | Reduced |
| Insigneo Advisory Services, LLC | 4,052 | $1.36M | 0.05% | +2,018+99.2% | Added |
| Clear Creek Financial Management, LLC | 4,058 | $1.36M | 0.09% | +711+21.2% | Added |
| Quantitative Investment Management, LLC | 4,095 | $1.37M | 0.15% | +4,095 | New |
| Zions Bancorporation, National Association | 4,117 | $1.38M | 0.08% | +3,076+295.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 4,122 | $1.38M | 0.06% | −11,828−74.2% | Reduced |
| Bridges Investment Management Inc | 4,125 | $1.38M | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 4,128 | $1.38M | 0.36% | +10.0% | Added |
| Hardy Reed LLC | 4,140 | $1.39M | 0.09% | +4,140 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,146 | $1.39M | 0.21% | +125+3.1% | Added |
| Ausdal Financial Partners, Inc. | 4,149 | $1.39M | 0.05% | −347−7.7% | Reduced |
| Camden Capital, LLC | 4,171 | $1.40M | 0.07% | −331−7.4% | Reduced |
| Global Assets Advisory, LLC | 4,465 | $1.40M | 0.31% | +350+8.5% | Added |
| Heritage Trust Co | 4,183 | $1.40M | 0.12% | −72−1.7% | Reduced |
| Worth Financial Advisory Group, LLC | 4,183 | $1.40M | 0.58% | +4,183 | New |
| Alta Wealth Advisors LLC | 4,194 | $1.40M | 0.38% | +245+6.2% | Added |
| United Asset Strategies, Inc. | 4,206 | $1.41M | 0.10% | +183+4.5% | Added |
| Huntleigh Advisors, Inc. | 4,209 | $1.41M | 0.20% | −199−4.5% | Reduced |
| Groupama Asset Managment | 4,225 | $1.41M | 0.02% | +3,145+291.2% | Added |
| Hudock, Inc. | 4,213 | $1.41M | 0.18% | −903−17.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 4,600 | $1.41M | 0.05% | +4,386+2,049.5% | Added |
| Hillsdale Investment Management Inc. | 4,220 | $1.41M | 0.03% | −380−8.3% | Reduced |
| GLOBALT Investments LLC | 4,220 | $1.41M | 0.05% | −18−0.4% | Reduced |
| Hollencrest Capital Management | 4,220 | $1.41M | 0.09% | +2,385+130.0% | Added |
| International Private Wealth Advisors LLC | 4,223 | $1.41M | 0.73% | +4,223 | New |
| Qsemble Capital Management, LP | 4,233 | $1.42M | 0.18% | +4,233 | New |
| RFG - Bristol Wealth Advisors, LLC | 4,236 | $1.42M | 0.34% | −81−1.9% | Reduced |
| Strategic Investment Advisors | 4,245 | $1.42M | 0.09% | −511−10.7% | Reduced |
| Mason & Associates Inc | 4,255 | $1.42M | 0.23% | +129+3.1% | Added |
| GeoWealth Management, LLC | 4,277 | $1.43M | 0.05% | +1,693+65.5% | Added |
| Presidio Capital Management, LLC | 4,303 | $1.44M | 0.36% | −860−16.7% | Reduced |
| EdgeRock Capital LLC | 4,312 | $1.44M | 0.33% | −1,451−25.2% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 4,316 | $1.45M | 0.92% | +4,316 | New |
| MBL Wealth, LLC | 4,316 | $1.45M | 0.10% | +43+1.0% | Added |
| Icon Wealth Advisors, LLC | 4,320 | $1.45M | 0.09% | +1,467+51.4% | Added |
| Principal Street Partners, LLC | 4,359 | $1.46M | 0.21% | −487−10.0% | Reduced |
| Quadcap Wealth Management, LLC | 4,375 | $1.47M | 0.14% | −305−6.5% | Reduced |
| Caldwell Investment Management Ltd. | 4,400 | $1.47M | 0.97% | +800+22.2% | Added |
| Magnus Financial Group LLC | 4,402 | $1.47M | 0.10% | +1,499+51.6% | Added |
| GAM Holding AG | 4,403 | $1.47M | 0.11% | −1,345−23.4% | Reduced |
| Plancorp, LLC | 4,823 | $1.48M | 0.04% | +38+0.8% | Added |
| Hilton Head Capital Partners, LLC | 4,411 | $1.48M | 0.74% | −1,020−18.8% | Reduced |
| Richard W. Paul & Associates, LLC | 4,421 | $1.48M | 0.45% | −1,798−28.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,434 | $1.48M | 0.01% | +4,434 | New |
| Chokshi & Queen Wealth Advisors, Inc | 4,450 | $1.49M | 0.69% | +3,200+256.0% | Added |
| Dynasty Wealth Management, LLC | 4,471 | $1.50M | 0.01% | −215−4.6% | Reduced |
| Prestige Wealth Management Group LLC | 4,477 | $1.50M | 0.27% | +306+7.3% | Added |
| Greenline Wealth Management LLC | 4,489 | $1.50M | 1.24% | +303+7.2% | Added |
| Frank, Rimerman Advisors LLC | 4,491 | $1.50M | 0.09% | +73+1.7% | Added |
| Strategies Wealth Advisors, LLC | 4,504 | $1.51M | 0.13% | +1,915+74.0% | Added |
| Capital Analysts, LLC | 4,517 | $1.51M | 0.03% | −72−1.6% | Reduced |
| Claro Advisors LLC | 4,523 | $1.51M | 0.16% | −205−4.3% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,560 | $1.53M | 2.20% | +4,560 | New |
| D.A. Davidson & Co. | 4,571 | $1.53M | 0.01% | +101+2.3% | Added |
| Algebris (UK) Ltd | 4,600 | $1.54M | 0.10% | +883+23.8% | Added |
| Altrafin AG | 4,625 | $1.55M | 0.61% | −4,581−49.8% | Reduced |
| Kane Investment Management, Inc. | 4,663 | $1.56M | 0.67% | +172+3.8% | Added |
| Dara Capital US, Inc. | 4,673 | $1.56M | 1.08% | +1,234+35.9% | Added |
| Cornerstone Wealth Management, LLC | 4,691 | $1.57M | 0.07% | −762−14.0% | Reduced |
| Pincus Capital Management, LP | 4,713 | $1.58M | 0.94% | 00.0% | Unchanged |
| Blue Line Capital, LLC | 4,713 | $1.58M | 1.36% | −5,385−53.3% | Reduced |
| Concorde Asset Management, LLC | 4,732 | $1.58M | 0.92% | −1,571−24.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,746 | $1.59M | 0.18% | +146+3.2% | Added |
| Wedmont Private Capital | 4,984 | $1.59M | 0.04% | +347+7.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,759 | $1.59M | 0.11% | +4,759 | New |