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 |
|---|---|---|---|---|---|
| Change Path, LLC | 6,627 | $2.22M | 0.05% | −1,707−20.5% | Reduced |
| Foresight Group Ltd Liability Partnership | 6,749 | $2.22M | 0.40% | −2,327−25.6% | Reduced |
| Dupree Financial Group, LLC | 6,638 | $2.22M | 0.83% | +6,638 | New |
| Kepler Cheuvreux (Suisse) SA | 6,658 | $2.23M | 0.13% | +1,908+40.2% | Added |
| Almanack Investment Partners, LLC. | 6,672 | $2.23M | 0.28% | +3,772+130.1% | Added |
| Formidable Asset Management, LLC | 8,964 | $2.25M | 0.36% | +172+2.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,719 | $2.25M | 0.06% | +1,024+18.0% | Added |
| Shelton Wealth Management, LLC | 6,759 | $2.26M | 0.90% | −2,793−29.2% | Reduced |
| FSA Advisors, Inc. | 6,799 | $2.28M | 1.04% | +207+3.1% | Added |
| Dynamic Advisor Solutions LLC | 6,886 | $2.31M | 0.07% | −995−12.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 6,903 | $2.31M | 0.20% | −433−5.9% | Reduced |
| Verus Capital Partners, LLC | 6,970 | $2.33M | 0.13% | +5,329+324.7% | Added |
| GAMMA Investing LLC | 6,982 | $2.34M | 0.09% | +1,893+37.2% | Added |
| Reliant Investment Partners, LLC | 6,991 | $2.34M | 1.59% | +3,663+110.1% | Added |
| OneAscent Financial Services LLC | 6,995 | $2.34M | 0.11% | +221+3.3% | Added |
| Innovative Asset Advisors Group, LLC | 6,997 | $2.34M | 1.03% | −352−4.8% | Reduced |
| Gabelli Funds LLC | 7,000 | $2.34M | 0.01% | −2,500−26.3% | Reduced |
| Advent Capital Management | 7,000 | $2.34M | 0.05% | +7,000 | New |
| Investment Research Partners LLC | 7,001 | $2.34M | 0.79% | +259+3.8% | Added |
| Peterson Wealth Services | 7,006 | $2.35M | 0.51% | +252+3.7% | Added |
| IKE Capital, LLC | 7,065 | $2.37M | 1.24% | +4,665+194.4% | Added |
| Delta Investment Management, LLC | 7,081 | $2.37M | 0.39% | −47−0.7% | Reduced |
| Integrated Advisors Network LLC | 7,116 | $2.38M | 0.11% | −2,524−26.2% | Reduced |
| Quantbot Technologies LP | 7,169 | $2.40M | 0.09% | −934−11.5% | Reduced |
| Chesley Taft & Associates LLC | 7,173 | $2.40M | 0.09% | −972−11.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,191 | $2.41M | 0.70% | −914−11.3% | Reduced |
| ShoreHaven Wealth Partners, LLC | 7,198 | $2.41M | 0.76% | −3,660−33.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,280 | $2.44M | 0.05% | +936+14.8% | Added |
| Florida Financial Advisors, LLC | 7,311 | $2.45M | 0.41% | +5,849+400.1% | Added |
| Accent Capital Management, LLC | 7,331 | $2.45M | 1.06% | +2,105+40.3% | Added |
| Brasada Capital Management, LP | 7,365 | $2.47M | 0.45% | +7,365 | New |
| Agf Management Ltd | 7,400 | $2.48M | 0.01% | −21−0.3% | Reduced |
| Harvest Investment Services, LLC | 7,448 | $2.49M | 0.39% | −929−11.1% | Reduced |
| DSG Capital Advisors, LLC | 8,229 | $2.50M | 0.35% | +955+13.1% | Added |
| Aster Capital Management (DIFC) Ltd | 7,462 | $2.50M | 0.53% | +4,373+141.6% | Added |
| Siemens Fonds Invest GmbH | 7,502 | $2.51M | 0.12% | +534+7.7% | Added |
| Axxion S.A. | 7,577 | $2.54M | 0.18% | +7,577 | New |
| Discovery Capital Management, LLC | 7,589 | $2.54M | 0.11% | +7,589 | New |
| Parcion Private Wealth LLC | 7,612 | $2.55M | 0.14% | +429+6.0% | Added |
| Polymer Capital Management (US) LLC | 7,630 | $2.55M | 0.38% | −14,752−65.9% | Reduced |
| Cladis Investment Advisory, LLC | 7,635 | $2.56M | 1.19% | −150−1.9% | Reduced |
| Waddell & Associates, LLC | 7,757 | $2.60M | 0.13% | +255+3.4% | Added |
| Keybank National Association | 7,826 | $2.62M | 0.01% | +219+2.9% | Added |
| VestGen Advisors, LLC | 7,836 | $2.62M | 0.08% | −25−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 7,849 | $2.63M | 0.13% | +152+2.0% | Added |
| Quartz Partners, LLC | 7,862 | $2.63M | 0.86% | −3,039−27.9% | Reduced |
| Assetmark, Inc | 7,865 | $2.63M | 0.00% | +1,513+23.8% | Added |
| Oakmont Investment Advisors, Inc. | 7,869 | $2.63M | 1.83% | −1,183−13.1% | Reduced |
| Daymark Wealth Partners, LLC | 7,888 | $2.64M | 0.06% | +798+11.3% | Added |
| Clough Capital Partners L P | 7,889 | $2.64M | 0.22% | +7,889 | New |
| Parisi Gray Wealth Management | 7,902 | $2.65M | 0.54% | −10−0.1% | Reduced |
| Hodges Capital Management Inc. | 7,925 | $2.65M | 0.18% | −3,800−32.4% | Reduced |
| Goldstream Capital Management Ltd | 7,928 | $2.65M | 3.16% | −4,998−38.7% | Reduced |
| Bowen Hanes & Co Inc | 10,645 | $2.67M | 0.06% | 00.0% | Unchanged |
| Rithm Capital Corp. | 8,000 | $2.68M | 3.29% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 8,033 | $2.69M | 1.67% | +764+10.5% | Added |
| StoneCrest Wealth Management, Inc. | 8,050 | $2.70M | 0.86% | −1,434−15.1% | Reduced |
| Kingsman Wealth Management, Inc. | 8,110 | $2.72M | 1.27% | +4,452+121.7% | Added |
| Engineers Gate Manager LP | 8,176 | $2.74M | 0.04% | +1,980+32.0% | Added |
| Paragon Advisors, LLC | 8,197 | $2.74M | 0.58% | −3,380−29.2% | Reduced |
| MKP Capital Management, L.L.C. | 8,200 | $2.75M | 0.08% | +8,200 | New |
| Banque Cantonale Vaudoise | 8,210 | $2.75M | 0.11% | −4,914−37.4% | Reduced |
| Wealthspire Advisors, LLC | 8,213 | $2.75M | 0.02% | +7,318+817.7% | Added |
| Glenmede Trust Co NA | 8,261 | $2.77M | 0.01% | +4,708+132.5% | Added |
| Waterloo Capital, L.P. | 8,280 | $2.77M | 0.16% | +912+12.4% | Added |
| Platinum Investment Management Ltd | 8,286 | $2.77M | 0.68% | −1,841−18.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,292 | $2.78M | 0.06% | 00.0% | Unchanged |
| Wahed Invest LLC | 8,305 | $2.78M | 0.29% | −1,277−13.3% | Reduced |
| New England Research & Management, Inc. | 8,330 | $2.79M | 1.09% | +3,380+68.3% | Added |
| Flputnam Investment Management Co | 8,350 | $2.80M | 0.03% | −165−1.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,352 | $2.80M | 0.12% | −406−4.6% | Reduced |
| Strengthening Families & Communities, LLC | 8,422 | $2.82M | 0.63% | +8,422 | New |
| Numerai GP LLC | 8,433 | $2.82M | 0.23% | −1,863−18.1% | Reduced |
| Principal Securities, Inc. | 8,450 | $2.83M | 0.03% | +380+4.7% | Added |
| New Wave Wealth Advisors LLC | 8,458 | $2.83M | 0.77% | −455−5.1% | Reduced |
| Hollow Brook Wealth Management LLC | 8,472 | $2.84M | 0.56% | −6,222−42.3% | Reduced |
| Jefferies Financial Group Inc. | 8,505 | $2.85M | 0.03% | +5,373+171.6% | Added |
| Kingsview Wealth Management, LLC | 8,570 | $2.87M | 0.03% | +669+8.5% | Added |
| Everhart Financial Group, Inc. | 8,581 | $2.87M | 0.18% | −1,941−18.4% | Reduced |
| AE Wealth Management LLC | 8,626 | $2.89M | 0.01% | +1,166+15.6% | Added |
| Highland Capital Management, LLC | 8,646 | $2.89M | 0.13% | +180+2.1% | Added |
| Bannerstone Capital Management, LLC | 8,652 | $2.90M | 2.44% | +8,652 | New |
| Arthur M. Cohen & Associates, LLC | 8,691 | $2.91M | 0.45% | +1,086+14.3% | Added |
| Centaurus Financial, Inc. | 8,703 | $2.91M | 0.11% | +1,584+22.3% | Added |
| China Universal Asset Management Co., Ltd. | 8,724 | $2.92M | 0.17% | −547−5.9% | Reduced |
| Summerhill Capital Management lnc. | 8,731 | $2.92M | 2.33% | −6,948−44.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,738 | $2.93M | 0.12% | −490−5.3% | Reduced |
| Securian Asset Management, Inc | 10,192 | $2.95M | 0.11% | −186−1.8% | Reduced |
| Eley Financial Management, Inc | 8,850 | $2.96M | 0.96% | −10,823−55.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,855 | $2.96M | 0.06% | −8,821−49.9% | Reduced |
| Eos Management, L.P. | 8,863 | $2.97M | 1.18% | −2,514−22.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,925 | $2.97M | 0.02% | −5,150−36.6% | Reduced |
| Ring Mountain Capital, LLC | 8,924 | $2.99M | 1.25% | +139+1.6% | Added |
| Herbst Group, LLC | 9,000 | $3.01M | 1.64% | +200+2.3% | Added |
| Kennedy Investment Group | 9,002 | $3.01M | 1.02% | −16−0.2% | Reduced |
| Westover Capital Advisors, LLC | 9,060 | $3.03M | 0.50% | +369+4.2% | Added |
| Chicago Partners Investment Group LLC | 10,058 | $3.06M | 0.06% | +1,409+16.3% | Added |
| Clearstead Advisors, LLC | 9,167 | $3.07M | 0.03% | +2,156+30.8% | Added |
| WESPAC Advisors SoCal, LLC | 9,174 | $3.07M | 0.55% | +881+10.6% | Added |
| Americana Partners, LLC | 9,192 | $3.08M | 0.07% | +5,515+150.0% | Added |