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 |
|---|---|---|---|---|---|
| Graphene Investments SAS | 9,200 | $3.08M | 1.79% | −1,800−16.4% | Reduced |
| Sivia Capital Partners, LLC | 9,215 | $3.09M | 0.38% | +1,619+21.3% | Added |
| Signaturefd, LLC | 9,220 | $3.09M | 0.04% | +499+5.7% | Added |
| Regions Financial Corp | 9,269 | $3.10M | 0.02% | −2,749−22.9% | Reduced |
| Hallmark Capital Management Inc | 9,290 | $3.11M | 0.18% | +299+3.3% | Added |
| Fiduciary Family Office, LLC | 9,292 | $3.11M | 0.78% | −922−9.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,295 | $3.11M | 0.01% | +235+2.6% | Added |
| Fisher Funds Management LTD | 9,298 | $3.11M | 0.09% | 00.0% | Unchanged |
| KKM Financial LLC | 12,908 | $3.12M | 0.43% | +12,908 | New |
| Quantum Private Wealth, LLC | 9,335 | $3.13M | 0.80% | −876−8.6% | Reduced |
| Savant Capital, LLC | 10,880 | $3.13M | 0.01% | +6,509+148.9% | Added |
| Brown Brothers Harriman & Co | 9,426 | $3.16M | 0.01% | +6,124+185.5% | Added |
| PW Nova Financial Services LLC | 9,446 | $3.16M | 0.68% | −29−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,508 | $3.18M | 0.20% | +137+1.5% | Added |
| Brendel Financial Advisors LLC | 9,585 | $3.21M | 1.49% | −21−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 9,958 | $3.23M | 0.08% | +2,445+32.5% | Added |
| Independent Advisor Alliance | 9,663 | $3.24M | 0.08% | +444+4.8% | Added |
| Harbor Investment Advisory, LLC | 9,718 | $3.25M | 0.23% | +815+9.2% | Added |
| Finivi Inc. | 9,746 | $3.26M | 1.67% | −3,797−28.0% | Reduced |
| Vennlight Capital Management, LP | 9,760 | $3.27M | 2.19% | +9,760 | New |
| Acumen Wealth Advisors, LLC | 9,766 | $3.27M | 0.69% | +6,289+180.9% | Added |
| Coldstream Capital Management Inc | 9,784 | $3.28M | 0.04% | −715−6.8% | Reduced |
| Axq Capital, LP | 9,800 | $3.28M | 0.36% | +6,188+171.3% | Added |
| Tealwood Asset Management Inc | 9,894 | $3.31M | 1.27% | −205−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 9,934 | $3.33M | 0.07% | +1,432+16.8% | Added |
| Carl P. Sherr & Co., LLC | 9,945 | $3.33M | 1.40% | −325−3.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,967 | $3.34M | 0.20% | −45−0.4% | Reduced |
| Oddo BHF Asset Management SAS | 10,064 | $3.37M | 0.16% | +2,002+24.8% | Added |
| Cresset Asset Management, LLC | 10,139 | $3.39M | 0.01% | +3,703+57.5% | Added |
| Canada Post Corp Registered Pension Plan | 10,150 | $3.40M | 0.12% | +490+5.1% | Added |
| Darwin Advisors, LLC | 10,174 | $3.41M | 0.93% | −1,677−14.2% | Reduced |
| Ossiam | 10,336 | $3.46M | 0.05% | +8,224+389.4% | Added |
| BW Gestao de Investimentos Ltda. | 10,374 | $3.47M | 0.08% | +10,374 | New |
| Meeder Advisory Services, Inc. | 10,492 | $3.51M | 0.13% | −24−0.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 10,515 | $3.52M | 0.04% | −510−4.6% | Reduced |
| Everence Capital Management Inc | 10,544 | $3.53M | 0.19% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,655 | $3.57M | 0.08% | −56−0.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,676 | $3.57M | 0.11% | −4,609−30.2% | Reduced |
| Ameritas Advisory Services, LLC | 10,684 | $3.58M | 0.07% | +8,564+404.0% | Added |
| Riggs Asset Managment Co. Inc. | 10,690 | $3.58M | 0.64% | +10,690 | New |
| Harbour Capital Advisors, LLC | 11,310 | $3.61M | 0.66% | −115−1.0% | Reduced |
| Hilltop Holdings Inc. | 10,771 | $3.61M | 0.29% | −1,252−10.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,800 | $3.62M | 0.20% | −7,122−39.7% | Reduced |
| Pennant Select, LLC | 10,800 | $3.62M | 1.61% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 10,816 | $3.62M | 0.36% | −1,436−11.7% | Reduced |
| Nicholas Investment Partners, LP | 10,918 | $3.66M | 0.21% | −2,877−20.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,008 | $3.69M | 0.09% | +9,632+700.0% | Added |
| B&L Asset Management LLC | 11,026 | $3.69M | 1.27% | −1,453−11.6% | Reduced |
| Osmosis Investment Management UK Ltd | 11,053 | $3.70M | 0.17% | −10,561−48.9% | Reduced |
| Harmony Asset Management LLC | 11,061 | $3.70M | 0.99% | +355+3.3% | Added |
| NovaPoint Capital, LLC | 11,080 | $3.71M | 0.77% | +219+2.0% | Added |
| Shelton Capital Management | 11,095 | $3.71M | 0.07% | −1,000−8.3% | Reduced |
| Spire Wealth Management | 11,115 | $3.72M | 0.11% | +17+0.2% | Added |
| RSM US Wealth Management LLC | 11,161 | $3.74M | 0.04% | −2,556−18.6% | Reduced |
| Williamson Legacy Group, LLC | 11,176 | $3.74M | 1.86% | +5,667+102.9% | Added |
| North Dakota State Investment Board | 11,312 | $3.79M | 0.15% | +290+2.6% | Added |
| Moors & Cabot, Inc. | 11,320 | $3.79M | 0.15% | −694−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 11,500 | $3.85M | 0.07% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 11,569 | $3.87M | 0.20% | +984+9.3% | Added |
| CastleKnight Management LP | 11,600 | $3.88M | 0.14% | −17,900−60.7% | Reduced |
| Graham Capital Management, L.P. | 11,600 | $3.88M | 0.10% | +6,200+114.8% | Added |
| Citizens Financial Group Inc | 11,628 | $3.89M | 0.05% | +958+9.0% | Added |
| J.W. Cole Advisors, Inc. | 11,635 | $3.90M | 0.07% | −2,415−17.2% | Reduced |
| NewEdge Wealth, LLC | 11,647 | $3.90M | 0.04% | +130+1.1% | Added |
| Parallel Advisors, LLC | 11,800 | $3.95M | 0.06% | +2,236+23.4% | Added |
| Meiji Yasuda Life Insurance Co | 11,867 | $3.97M | 0.13% | +782+7.1% | Added |
| Stratos Wealth Partners, LTD. | 11,993 | $4.02M | 0.04% | +1,451+13.8% | Added |
| Cottage Street Advisors LLC | 12,172 | $4.02M | 1.55% | +1,354+12.5% | Added |
| Slow Capital, Inc. | 12,075 | $4.04M | 0.47% | +623+5.4% | Added |
| Meridian Wealth Management, LLC | 12,095 | $4.05M | 0.13% | +394+3.4% | Added |
| Genus Capital Management Inc. | 12,100 | $4.05M | 0.40% | −12,157−50.1% | Reduced |
| Diversified Trust Co | 12,102 | $4.05M | 0.06% | −7,075−36.9% | Reduced |
| Prakash Investment Advisors LLC | 12,105 | $4.05M | 2.51% | +645+5.6% | Added |
| Main Management ETF Advisors, LLC | 12,181 | $4.08M | 0.12% | +1,094+9.9% | Added |
| Harbour Investments, Inc. | 12,201 | $4.09M | 0.06% | +7,981+189.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,315 | $4.12M | 0.05% | +74+0.6% | Added |
| Capstone Investment Advisors, LLC | 12,437 | $4.16M | 0.03% | +5,877+89.6% | Added |
| Shariaportfolio, Inc. | 12,470 | $4.18M | 1.48% | +4,056+48.2% | Added |
| AXS Investments LLC | 12,500 | $4.19M | 1.19% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,533 | $4.20M | 0.02% | +5,024+66.9% | Added |
| Terra Nova Asset Management LLC | 12,611 | $4.22M | 2.58% | −205−1.6% | Reduced |
| Summit Trail Advisors, LLC | 12,744 | $4.27M | 0.05% | +1,849+17.0% | Added |
| Novare Capital Management LLC | 12,820 | $4.29M | 0.30% | −148−1.1% | Reduced |
| Wealth Management Partners, LLC | 12,903 | $4.32M | 1.02% | −1,000−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,910 | $4.32M | 0.11% | +9,184+246.5% | Added |
| Bouvel Investment Partners, LLC | 13,088 | $4.38M | 0.99% | −4,591−26.0% | Reduced |
| Koshinski Asset Management, Inc. | 13,089 | $4.38M | 0.23% | −116−0.9% | Reduced |
| Spartan Wealth Advisory Services LLC | 13,119 | $4.39M | 0.36% | −104−0.8% | Reduced |
| Caxton Associates LLP | 13,257 | $4.44M | 0.08% | +12,110+1,055.8% | Added |
| Titan Investment Management LLC | 13,363 | $4.47M | 3.31% | +657+5.2% | Added |
| Argent Capital Management LLC | 13,368 | $4.48M | 0.14% | −11,110−45.4% | Reduced |
| Coastal Bridge Advisors, LLC | 13,460 | $4.51M | 0.28% | −2,647−16.4% | Reduced |
| Nia Impact Advisors, LLC | 13,472 | $4.51M | 1.87% | −10,293−43.3% | Reduced |
| Meitav Dash Investments Ltd | 13,500 | $4.52M | 0.03% | −2,300−14.6% | Reduced |
| Harvest Portfolios Group Inc. | 13,500 | $4.52M | 0.06% | +13,500 | New |
| Bleakley Financial Group, LLC | 13,549 | $4.54M | 0.06% | +1,614+13.5% | Added |
| Aubrey Capital Management Ltd | 13,700 | $4.59M | 2.87% | −2,200−13.8% | Reduced |
| HB Wealth Management, LLC | 13,699 | $4.59M | 0.03% | +1,674+13.9% | Added |
| PFG Investments, LLC | 13,754 | $4.60M | 0.18% | −1,424−9.4% | Reduced |
| Werlinich Asset Management, LLC | 13,760 | $4.61M | 1.76% | −25−0.2% | Reduced |