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 |
|---|---|---|---|---|---|
| Floyd Financial Group LLC | 5,277 | $1.60M | 1.05% | −4,149−44.0% | Reduced |
| RD Finance Ltd | 4,790 | $1.60M | 1.58% | +4,790 | New |
| Hazlett, Burt & Watson, Inc. | 4,817 | $1.61M | 0.43% | −322−6.3% | Reduced |
| NBZ Investment Advisors LLC | 4,805 | $1.61M | 0.63% | 00.0% | Unchanged |
| Algert Global LLC | 4,814 | $1.61M | 0.02% | −29,121−85.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,847 | $1.62M | 0.27% | +563+13.1% | Added |
| Sax Wealth Advisors, LLC | 6,490 | $1.63M | 0.07% | −176−2.6% | Reduced |
| Fortress Private Ledger, LLC | 4,887 | $1.64M | 0.45% | −111−2.2% | Reduced |
| MONECO Advisors, LLC | 4,915 | $1.65M | 0.10% | +485+10.9% | Added |
| FCG Investment Co | 4,954 | $1.66M | 0.57% | +4,954 | New |
| Custom Index Systems, LLC | 4,955 | $1.66M | 0.60% | −250−4.8% | Reduced |
| Integrity Alliance, LLC. | 4,984 | $1.67M | 0.05% | −641−11.4% | Reduced |
| Congress Asset Management Co | 5,000 | $1.67M | 0.01% | −2,800−35.9% | Reduced |
| Harbor Advisors LLC | 5,000 | $1.67M | 0.21% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,042 | $1.69M | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 5,046 | $1.69M | 0.03% | +1,818+56.3% | Added |
| McLaughlin Asset Management, Inc. | 5,047 | $1.69M | 1.16% | −1,104−17.9% | Reduced |
| L & S Advisors Inc | 5,069 | $1.70M | 0.18% | −2,678−34.6% | Reduced |
| Burling Wealth Partners, LLC | 5,092 | $1.70M | 0.25% | −148−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 5,122 | $1.71M | 0.53% | +5,122 | New |
| National Asset Management, Inc. | 5,631 | $1.73M | 0.09% | −302−5.1% | Reduced |
| Regal Investment Advisors LLC | 5,164 | $1.73M | 0.09% | +3,127+153.5% | Added |
| Insight Wealth Partners, LLC | 5,206 | $1.74M | 0.23% | −54−1.0% | Reduced |
| Cloverfields Capital Group, LP | 5,210 | $1.74M | 0.53% | −1,715−24.8% | Reduced |
| Oxford Wealth Group, LLC | 5,226 | $1.75M | 0.78% | −389−6.9% | Reduced |
| Morris Retirement Advisors, LLC | 5,238 | $1.75M | 0.64% | −2,027−27.9% | Reduced |
| Exchange Traded Concepts, LLC | 5,238 | $1.75M | 0.01% | +2,036+63.6% | Added |
| Rothschild Investment LLC | 5,244 | $1.76M | 0.07% | +820+18.5% | Added |
| McDonald Partners LLC | 5,268 | $1.76M | 0.43% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,309 | $1.78M | 0.17% | −21−0.4% | Reduced |
| Fiduciary Trust Co | 5,334 | $1.79M | 0.02% | +288+5.7% | Added |
| Maxi Investments CY Ltd | 5,400 | $1.81M | 0.37% | +5,400 | New |
| Hartford Funds Management Co LLC | 5,408 | $1.81M | 0.14% | −87−1.6% | Reduced |
| 71 West Capital Partners | 5,423 | $1.82M | 0.06% | +198+3.8% | Added |
| EverSource Wealth Advisors, LLC | 5,425 | $1.82M | 0.06% | −1,611−22.9% | Reduced |
| DB&C Advisors, LLC | 5,448 | $1.82M | 1.98% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,452 | $1.83M | 0.05% | −311−5.4% | Reduced |
| Pensionmark Financial Group, LLC | 6,925 | $1.83M | 0.03% | −448−6.1% | Reduced |
| Generali Asset Management SPA SGR | 5,463 | $1.83M | 0.03% | −7,856−59.0% | Reduced |
| Simplex Trading, LLC | 5,465 | $1.83M | 0.05% | +5,465 | New |
| Clarus Wealth Advisors | 5,788 | $1.84M | 0.71% | +5,788 | New |
| Gardner Lewis Asset Management L P | 5,538 | $1.85M | 0.41% | −1,184−17.6% | Reduced |
| Retireful, LLC | 5,554 | $1.86M | 1.73% | +1,675+43.2% | Added |
| Virtus Investment Advisers, Inc. | 5,589 | $1.87M | 0.44% | −4,441−44.3% | Reduced |
| Interchange Capital Partners, LLC | 5,640 | $1.89M | 0.36% | +1,847+48.7% | Added |
| Bluebird Wealth Management LLC | 5,642 | $1.89M | 1.64% | +1,479+35.5% | Added |
| Simon Quick Advisors, LLC | 5,671 | $1.90M | 0.08% | −734−11.5% | Reduced |
| Qtron Investments LLC | 5,682 | $1.90M | 0.25% | −1,819−24.3% | Reduced |
| S.A. Mason LLC | 5,683 | $1.90M | 0.58% | −29−0.5% | Reduced |
| Marin Bay Wealth Advisors, LLC | 5,724 | $1.92M | 1.03% | −153−2.6% | Reduced |
| Aspire Private Capital, LLC | 5,729 | $1.92M | 0.40% | −62−1.1% | Reduced |
| Reuter James Wealth Management, LLC | 5,736 | $1.92M | 0.25% | −330−5.4% | Reduced |
| CoreCap Advisors, LLC | 5,740 | $1.92M | 0.06% | +228+4.1% | Added |
| Sidoxia Capital Management, LLC | 5,754 | $1.93M | 1.41% | +44+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 5,778 | $1.93M | 0.74% | −524−8.3% | Reduced |
| MCF Advisors LLC | 5,877 | $1.97M | 0.07% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 5,900 | $1.98M | 1.02% | 00.0% | Unchanged |
| REX Advisers, LLC | 5,900 | $1.98M | 5.30% | +5,900 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,953 | $1.99M | 0.00% | −795−11.8% | Reduced |
| Mission Wealth Management, LP | 5,999 | $2.01M | 0.03% | +3,590+149.0% | Added |
| Green Square Capital Advisors LLC | 5,999 | $2.01M | 0.19% | 00.0% | Unchanged |
| Westport Asset Management Inc | 6,000 | $2.01M | 0.82% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,010 | $2.01M | 0.20% | +1,021+20.5% | Added |
| Bull Harbor Capital LLC | 6,013 | $2.01M | 0.39% | +105+1.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 6,020 | $2.02M | 0.22% | +5,823+2,955.8% | Added |
| Total Clarity Wealth Management, Inc. | 6,033 | $2.02M | 0.39% | −1,965−24.6% | Reduced |
| Family Capital Trust Co | 6,050 | $2.03M | 0.66% | +6,050 | New |
| WealthTrust Asset Management, LLC | 6,060 | $2.03M | 1.10% | −52−0.9% | Reduced |
| Wincap Financial LLC | 6,061 | $2.03M | 1.10% | −393−6.1% | Reduced |
| Sovran Advisors, LLC | 7,535 | $2.03M | 0.15% | +5,642+298.0% | Added |
| Brown Advisory Inc | 6,133 | $2.05M | 0.00% | −401−6.1% | Reduced |
| Golden State Wealth Management, LLC | 6,138 | $2.06M | 0.19% | +52+0.9% | Added |
| Logan Capital Management Inc | 6,152 | $2.06M | 0.08% | +6,152 | New |
| Silverleafe Capital Partners, LLC | 6,181 | $2.07M | 0.56% | +544+9.7% | Added |
| Ellevest, Inc. | 6,186 | $2.07M | 0.24% | −455−6.9% | Reduced |
| IAM Advisory, LLC | 6,190 | $2.07M | 0.40% | +56+0.9% | Added |
| Ascent Wealth Partners, LLC | 6,205 | $2.08M | 0.21% | +6,205 | New |
| HighPoint Advisor Group LLC | 6,206 | $2.08M | 0.07% | +1,460+30.8% | Added |
| Evolve Private Wealth, LLC | 6,207 | $2.08M | 0.13% | −482−7.2% | Reduced |
| JBR Co Financial Management Inc | 6,221 | $2.08M | 0.76% | −1,596−20.4% | Reduced |
| Walleye Capital LLC | 6,252 | $2.09M | 0.01% | −24,517−79.7% | Reduced |
| Intellectus Partners, LLC | 6,273 | $2.10M | 0.36% | −1,652−20.8% | Reduced |
| Level Four Advisory Services, LLC | 6,285 | $2.10M | 0.06% | −2,269−26.5% | Reduced |
| SMART Wealth LLC | 6,316 | $2.11M | 0.46% | −2,258−26.3% | Reduced |
| Belpointe Asset Management LLC | 6,317 | $2.12M | 0.07% | −429−6.4% | Reduced |
| Focus Financial Network, Inc. | 6,321 | $2.12M | 0.07% | −13,961−68.8% | Reduced |
| Yarbrough Capital, LLC | 6,346 | $2.12M | 0.06% | +6,346 | New |
| Compass Financial Management LLC | 6,754 | $2.13M | 0.26% | +6,754 | New |
| GTS Securities LLC | 6,370 | $2.13M | 0.04% | +4,343+214.3% | Added |
| TownSquare Capital, LLC | 6,379 | $2.14M | 0.39% | +3,814+148.7% | Added |
| Atomi Financial Group, Inc. | 6,396 | $2.14M | 0.06% | +563+9.7% | Added |
| Eastern Bank | 6,427 | $2.15M | 0.03% | +1,047+19.5% | Added |
| LDR Capital Management LLC | 6,501 | $2.18M | 2.51% | −800−11.0% | Reduced |
| Broderick Brian C | 6,505 | $2.18M | 0.34% | +305+4.9% | Added |
| Edmond de Rothschild Holding S.A. | 6,550 | $2.19M | 0.03% | +1,680+34.5% | Added |
| Wealth Effects LLC | 6,551 | $2.19M | 0.59% | −300−4.4% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 6,584 | $2.20M | 0.92% | +590+9.8% | Added |
| Tempo Wealth, LLC | 6,586 | $2.21M | 0.33% | +796+13.7% | Added |
| San Luis Wealth Advisors LLC | 6,605 | $2.21M | 0.33% | +832+14.4% | Added |
| BankChampaign, National Association | 6,609 | $2.21M | 1.70% | −42−0.6% | Reduced |