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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 13,763 | $4.61M | 0.44% | +13,763 | New |
| Buckingham Strategic Partners | 13,850 | $4.64M | 0.04% | −2,850−17.1% | Reduced |
| Beacon Pointe Advisors, LLC | 13,864 | $4.64M | 0.02% | +1,215+9.6% | Added |
| Win Advisors, Inc | 13,868 | $4.64M | 1.66% | +8,786+172.9% | Added |
| Shaker Investments LLC | 13,895 | $4.65M | 1.67% | −99−0.7% | Reduced |
| Westpac Banking Corp | 13,941 | $4.67M | 0.29% | −8,368−37.5% | Reduced |
| Rowland & Co Investment Counsel | 13,953 | $4.67M | 0.85% | +71+0.5% | Added |
| Guardian Asset Advisors, LLC | 13,958 | $4.68M | 2.16% | +2,132+18.0% | Added |
| Y.D. More Investments Ltd | 13,997 | $4.69M | 0.15% | +795+6.0% | Added |
| Viking Fund Management LLC | 14,000 | $4.69M | 0.42% | −2,000−12.5% | Reduced |
| Global Trust Asset Management, LLC | 14,076 | $4.71M | 1.47% | +1,131+8.7% | Added |
| Spirit of America Management Corp | 14,200 | $4.75M | 0.90% | 00.0% | Unchanged |
| Krilogy Financial LLC | 14,208 | $4.76M | 0.14% | +73+0.5% | Added |
| Sienna Gestion | 15,352 | $4.77M | 0.28% | +15,352 | New |
| Prevail Innovative Wealth Advisors, LLC | 14,290 | $4.78M | 0.71% | −2,562−15.2% | Reduced |
| Patton Fund Management, Inc. | 14,456 | $4.84M | 1.05% | −6,112−29.7% | Reduced |
| Brighton Jones LLC | 14,500 | $4.85M | 0.09% | −849−5.5% | Reduced |
| WD Rutherford LLC | 14,516 | $4.86M | 1.76% | −704−4.6% | Reduced |
| ABN AMRO Bank N.V. | 15,349 | $4.89M | 0.06% | +12,140+378.3% | Added |
| Crossmark Global Holdings, Inc. | 14,632 | $4.90M | 0.06% | +2,186+17.6% | Added |
| Plato Investment Management Ltd | 14,740 | $4.91M | 0.28% | −1,128−7.1% | Reduced |
| Castle Rock Wealth Management, LLC | 15,760 | $4.91M | 0.96% | +59+0.4% | Added |
| Ritholtz Wealth Management | 14,935 | $5.00M | 0.07% | +7,697+106.3% | Added |
| MUFG Securities EMEA plc | 15,034 | $5.03M | 0.05% | −649−4.1% | Reduced |
| CSM Advisors, LLC | 15,174 | $5.08M | 0.11% | +1,937+14.6% | Added |
| Cornerstone Select Advisors, LLC | 15,234 | $5.10M | 2.15% | +1,577+11.5% | Added |
| Parsons Capital Management Inc | 15,282 | $5.12M | 0.23% | −521−3.3% | Reduced |
| Fidelis Capital Partners, LLC | 15,453 | $5.17M | 0.30% | +2,263+17.2% | Added |
| Pallas Capital Advisors LLC | 15,557 | $5.21M | 0.16% | −1,094−6.6% | Reduced |
| Benchmark Investment Advisors LLC | 15,651 | $5.24M | 2.30% | +912+6.2% | Added |
| Laird Norton Trust Company, LLC | 15,727 | $5.27M | 0.10% | +731+4.9% | Added |
| National Philanthropic Trust | 15,827 | $5.30M | 0.08% | +1,442+10.0% | Added |
| Ancora Advisors, LLC | 15,908 | $5.33M | 0.10% | −406−2.5% | Reduced |
| Lighthouse Financial LLC | 15,917 | $5.33M | 2.77% | −292−1.8% | Reduced |
| Fulcrum Asset Management LLP | 17,377 | $5.33M | 0.53% | +17,377 | New |
| Kovack Advisors, Inc. | 16,572 | $5.34M | 0.26% | +1,304+8.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,973 | $5.35M | 0.17% | +1,381+9.5% | Added |
| Harvest Fund Management Co., Ltd | 16,003 | $5.35M | 0.18% | −804−4.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 16,059 | $5.38M | 0.20% | +714+4.7% | Added |
| Milestone Asset Management, LLC | 16,157 | $5.41M | 0.85% | +16,157 | New |
| 1832 Asset Management L.P. | 16,200 | $5.42M | 0.01% | −633,782−97.5% | Reduced |
| Schear Investment Advisers, LLC | 16,200 | $5.42M | 1.81% | +603+3.9% | Added |
| J. Safra Sarasin Holding AG | 18,499 | $5.46M | 0.08% | +9,752+111.5% | Added |
| International Assets Investment Management, LLC | 17,669 | $5.50M | 0.33% | +5,254+42.3% | Added |
| Next Century Growth Investors LLC | 16,501 | $5.52M | 0.29% | −15,780−48.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,504 | $5.53M | 0.17% | +2,410+17.1% | Added |
| SBI Securities Co., Ltd. | 16,549 | $5.54M | 0.13% | +1,761+11.9% | Added |
| Trexquant Investment LP | 16,557 | $5.54M | 0.03% | −200,187−92.4% | Reduced |
| Vise Technologies, Inc. | 16,828 | $5.63M | 0.06% | +7,414+78.8% | Added |
| Allworth Financial LP | 16,852 | $5.64M | 0.02% | −29,684−63.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 16,934 | $5.67M | 0.13% | −2,660−13.6% | Reduced |
| Weiss Asset Management LP | 16,924 | $5.67M | 0.06% | +16,924 | New |
| Horizon Investments, LLC | 17,019 | $5.70M | 0.06% | +4,280+33.6% | Added |
| United Capital Financial Advisers, LLC | 17,028 | $5.70M | 0.03% | +1,924+12.7% | Added |
| CenterBook Partners LP | 17,063 | $5.71M | 0.28% | +15,294+864.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 17,208 | $5.76M | 0.09% | −2,466−12.5% | Reduced |
| Wealthcare Advisory Partners LLC | 17,268 | $5.78M | 0.11% | −828−4.6% | Reduced |
| HCR Wealth Advisors | 17,271 | $5.78M | 0.52% | −12,118−41.2% | Reduced |
| Oak Harvest Investment Services | 17,300 | $5.79M | 0.54% | −10,058−36.8% | Reduced |
| Chilton Investment Co LLC | 17,383 | $5.82M | 0.14% | +15,287+729.3% | Added |
| Vestcor Inc | 17,420 | $5.83M | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,462 | $5.85M | 0.11% | −950−5.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,508 | $5.86M | 0.06% | −528−2.9% | Reduced |
| Mutual Advisors, LLC | 17,514 | $5.86M | 0.11% | −105−0.6% | Reduced |
| Prospera Financial Services Inc | 17,582 | $5.89M | 0.09% | −1,350−7.1% | Reduced |
| AIA Group Ltd | 17,620 | $5.90M | 0.07% | +10,228+138.4% | Added |
| NTV Asset Management LLC | 17,642 | $5.91M | 0.58% | −347−1.9% | Reduced |
| Haven Capital Group, Inc. | 17,728 | $5.94M | 4.77% | +174+1.0% | Added |
| Smith, Salley & Associates | 17,792 | $5.96M | 0.26% | −2,022−10.2% | Reduced |
| LGT Group Foundation | 17,819 | $5.97M | 0.07% | −6,064−25.4% | Reduced |
| Wakefield Asset Management LLLP | 17,853 | $5.98M | 1.35% | −69−0.4% | Reduced |
| Atria Investments LLC | 18,019 | $6.03M | 0.06% | +2,964+19.7% | Added |
| Princeton Global Asset Management LLC | 18,084 | $6.05M | 0.87% | −175−1.0% | Reduced |
| Seldon Capital LP | 18,128 | $6.07M | 1.90% | −1,204−6.2% | Reduced |
| Van Eck Associates Corp | 18,136 | $6.07M | 0.00% | +14,163+356.5% | Added |
| Callan Family Office, LLC | 18,320 | $6.13M | 0.12% | +4,767+35.2% | Added |
| Baader Bank INC | 18,360 | $6.15M | 0.50% | +16,255+772.2% | Added |
| Gilder Gagnon Howe & Co LLC | 18,512 | $6.20M | 0.06% | −843−4.4% | Reduced |
| Elo Mutual Pension Insurance Co | 18,586 | $6.22M | 0.08% | +788+4.4% | Added |
| Guggenheim Capital LLC | 18,728 | $6.27M | 0.04% | +9,340+99.5% | Added |
| Leeward Financial Partners, LLC | 18,943 | $6.34M | 1.66% | −937−4.7% | Reduced |
| Fisher Asset Management, LLC | 18,944 | $6.34M | 0.00% | +1,366+7.8% | Added |
| New Mexico Educational Retirement Board | 19,000 | $6.36M | 0.16% | +19,000 | New |
| Abundance Wealth Counselors | 19,230 | $6.44M | 0.42% | +8,382+77.3% | Added |
| McBroom & Associates, LLC | 19,295 | $6.46M | 3.25% | +19,295 | New |
| Mission Creek Capital Partners, Inc. | 19,548 | $6.55M | 1.15% | +1,013+5.5% | Added |
| Sage Capital Advisors,llc | 19,582 | $6.56M | 1.36% | +150+0.8% | Added |
| Louisiana State Employees Retirement System | 19,600 | $6.56M | 0.10% | +100+0.5% | Added |
| Himension Fund | 19,605 | $6.56M | 0.40% | +4,949+33.8% | Added |
| NBC Securities, Inc. | 19,645 | $6.58M | 0.45% | −620−3.1% | Reduced |
| Balboa Wealth Partners | 19,864 | $6.65M | 0.91% | −1,132−5.4% | Reduced |
| Sargent Investment Group, LLC | 19,911 | $6.67M | 0.80% | −4,847−19.6% | Reduced |
| Twin Peaks Capital Ltd | 20,000 | $6.70M | 4.62% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 20,066 | $6.72M | 2.08% | +132+0.7% | Added |
| Brookstone Capital Management | 20,142 | $6.74M | 0.07% | +13,417+199.5% | Added |
| Thornburg Investment Management Inc | 20,161 | $6.75M | 0.06% | −94,855−82.5% | Reduced |
| Farther Finance Advisors, LLC | 20,300 | $6.76M | 0.05% | +5,249+34.9% | Added |
| Kestra Private Wealth Services, LLC | 20,233 | $6.77M | 0.07% | +6,046+42.6% | Added |
| Peloton Wealth Strategists | 20,270 | $6.79M | 2.51% | −880−4.2% | Reduced |
| Maryland State Retirement & Pension System | 20,437 | $6.84M | 0.12% | +1,334+7.0% | Added |