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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 210 | $70.3K | 0.00% | +188+854.5% | Added |
| MidFirst Bank | 218 | $73.0K | 0.01% | +14+6.9% | Added |
| Horizon Financial Services, LLC | 220 | $73.7K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 229 | $76.7K | 0.01% | −50−17.9% | Reduced |
| Avion Wealth | 230 | $77.0K | 0.01% | +108+88.5% | Added |
| Chesapeake Asset Management LLC | 232 | $77.7K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 235 | $78.8K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 238 | $79.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 242 | $81.1K | 0.03% | +46+23.5% | Added |
| RiverPark Advisors, LLC | 249 | $83.4K | 0.04% | −245−49.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 250 | $83.7K | 0.01% | +82+48.8% | Added |
| WS Portfolio Advisory, LLC | 250 | $83.7K | 2.07% | +250 | New |
| Winch Advisory Services, LLC | 251 | $84.2K | 0.02% | +63+33.5% | Added |
| Financial Management Professionals, Inc. | 252 | $84.4K | 0.01% | +90+55.6% | Added |
| Glen Eagle Advisors, LLC | 255 | $85.4K | 0.01% | −25−8.9% | Reduced |
| Salomon & Ludwin, LLC | 275 | $85.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 257 | $86.0K | 0.00% | +95+58.6% | Added |
| Highline Wealth Partners LLC | 280 | $93.8K | 0.02% | +4+1.4% | Added |
| Rossby Financial, LCC | 281 | $94.1K | 0.02% | −3−1.1% | Reduced |
| Buck Wealth Strategies, LLC | 283 | $94.8K | 0.01% | +283 | New |
| Bogart Wealth, LLC | 286 | $95.8K | 0.00% | +6+2.1% | Added |
| Tradewinds Capital Management, LLC | 290 | $97.1K | 0.02% | −26−8.2% | Reduced |
| Basecamp Wealth Advisors LLC | 310 | $103.8K | 0.02% | −98−24.0% | Reduced |
| S&T Bank | 310 | $103.8K | 0.03% | +9+3.0% | Added |
| Quent Capital, LLC | 312 | $104.5K | 0.01% | +9+3.0% | Added |
| Intesa Sanpaolo S.p.A. | 321 | $107.5K | 0.00% | +321 | New |
| REAP Financial Group, LLC | 322 | $107.9K | 0.02% | −17−5.0% | Reduced |
| Covestor Ltd | 321 | $108.0K | 0.06% | +144+81.4% | Added |
| Silver Grove Financial Group, Inc. | 328 | $109.8K | 0.06% | +178+118.7% | Added |
| LOM Asset Management Ltd | 350 | $117.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 351 | $117.5K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 373 | $124.8K | 0.01% | +81+27.7% | Added |
| Action Point Financial Planning, LLC | 383 | $126.6K | 0.01% | +383 | New |
| Smithfield Trust Co | 382 | $128.0K | 0.01% | −102−21.1% | Reduced |
| Archer Investment Corp | 383 | $128.3K | 0.02% | −1,145−74.9% | Reduced |
| Cape Investment Advisory, Inc. | 396 | $132.5K | 0.04% | +396 | New |
| Adkins Seale Capital Management LLC | 396 | $132.6K | 0.12% | 00.0% | Unchanged |
| Ninety One UK Ltd | 396 | $132.6K | 0.00% | +396 | New |
| Vestor Capital, LLC | 1,515 | $133.0K | 0.01% | −48,891−97.0% | Reduced |
| WPG Advisers, LLC | 398 | $133.3K | 0.08% | +131+49.1% | Added |
| Brookfield Asset Management Inc. | 401 | $134.3K | 0.00% | −37−8.4% | Reduced |
| Stephenson National Bank & Trust | 409 | $136.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 409 | $136.9K | 0.01% | +40+10.8% | Added |
| Fortitude Family Office, LLC | 415 | $138.9K | 0.03% | +185+80.4% | Added |
| Atlas Capital Advisors LLC | 421 | $141.0K | 0.02% | +171+68.4% | Added |
| LRI Investments, LLC | 425 | $142.2K | 0.01% | +81+23.5% | Added |
| Owl Creek Wealth Partners LLC | 426 | $142.6K | 0.04% | +20+4.9% | Added |
| Continuum Advisory, LLC | 427 | $143.0K | 0.01% | +427 | New |
| Guardian Partners Inc. | 435 | $145.6K | 0.01% | +435 | New |
| Palladiem, LLC | 450 | $150.7K | 0.15% | +450 | New |
| Markowski Investments | 450 | $150.7K | 0.03% | +450 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $157.4K | 0.04% | +80+20.5% | Added |
| TFC Financial Management | 470 | $157.4K | 0.02% | −48−9.3% | Reduced |
| American National Bank | 497 | $166.4K | 0.01% | −30−5.7% | Reduced |
| McGuire Capital Advisors Inc | 504 | $168.9K | 0.09% | +455+928.6% | Added |
| Strategic Advocates LLC | 505 | $169.1K | 0.65% | +43+9.3% | Added |
| Webster Bank, N. A. | 507 | $169.8K | 0.01% | −35−6.5% | Reduced |
| Valley National Advisers Inc | 515 | $172.4K | 0.02% | +407+376.9% | Added |
| Bell Investment Advisors, Inc | 516 | $172.8K | 0.03% | +2+0.4% | Added |
| True Wealth Design, LLC | 525 | $175.8K | 0.04% | +15+2.9% | Added |
| Index Technologies Group LLC | 551 | $184.5K | 0.15% | +551 | New |
| Keb Asset Management, LLC | 553 | $185.0K | 0.03% | +553 | New |
| Crewe Advisors LLC | 557 | $186.5K | 0.01% | +31+5.9% | Added |
| Bay Harbor Wealth Management, LLC | 558 | $186.8K | 0.04% | +41+7.9% | Added |
| Wolff Wiese Magana LLC | 574 | $192.2K | 0.09% | −8−1.4% | Reduced |
| First Horizon Corp | 577 | $193.2K | 0.01% | −668−53.7% | Reduced |
| AnglePoint Asset Management Ltd | 578 | $193.5K | 0.13% | +578 | New |
| Osterweis Capital Management Inc | 579 | $193.9K | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 600 | $200.9K | 0.00% | +600 | New |
| Thompson Davis & Co., Inc. | 600 | $200.9K | 0.12% | +600 | New |
| Family Wealth Partners, LLC | 600 | $200.9K | 0.06% | +600 | New |
| Fayez Sarofim & Co | 601 | $201.2K | 0.00% | +601 | New |
| Shoker Investment Counsel, Inc. | 601 | $201.5K | 0.05% | +601 | New |
| Virtus ETF Advisers LLC | 603 | $201.9K | 0.08% | −293−32.7% | Reduced |
| Peak Financial Management, Inc. | 603 | $201.9K | 0.05% | +603 | New |
| Worth Asset Management, LLC | 604 | $202.4K | 0.06% | +604 | New |
| Founders Grove Wealth Partners, LLC | 606 | $202.9K | 0.04% | +606 | New |
| Journey Advisory Group, LLC | 607 | $203.2K | 0.02% | +607 | New |
| Bluedoor Private Wealth, LLC | 609 | $203.9K | 0.09% | +609 | New |
| Kathmere Capital Management, LLC | 610 | $204.2K | 0.01% | +610 | New |
| Clark & Stuart, Inc | 610 | $204.2K | 0.13% | +610 | New |
| Purus Wealth Management, LLC | 610 | $204.4K | 0.06% | +610 | New |
| SFMG, LLC | 611 | $204.4K | 0.01% | +611 | New |
| Caliber Wealth Management, LLC | 612 | $204.9K | 0.02% | +612 | New |
| Steigerwald, Gordon & Koch Inc. | 613 | $205.3K | 0.02% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 614 | $205.6K | 0.17% | +614 | New |
| Capstone Financial Advisors, Inc. | 616 | $206.2K | 0.01% | +616 | New |
| CCG Wealth Management, LLC | 619 | $207.3K | 0.05% | +619 | New |
| DRW Securities, LLC | 620 | $207.6K | 0.01% | −3,108−83.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 620 | $207.7K | 0.02% | +238+62.3% | Added |
| Fielder Capital Group LLC | 621 | $208.0K | 0.05% | +621 | New |
| New Republic Capital, LLC | 624 | $208.8K | 0.05% | +624 | New |
| Swiss Re Ltd | 626 | $209.6K | 0.02% | +510+439.7% | Added |
| Cornerstone Wealth Group, LLC | 630 | $210.8K | 0.01% | +630 | New |
| Vaughan David Investments LLC | 630 | $211.0K | 0.00% | +630 | New |
| Grant Street Asset Management, Inc. | 631 | $211.4K | 0.03% | +631 | New |
| Investment Insight Wealth Management, LLC | 632 | $211.6K | 0.18% | +632 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 634 | $212.3K | 0.06% | −242−27.6% | Reduced |
| Anchor Investment Management, LLC | 635 | $212.6K | 0.02% | +45+7.6% | Added |
| New World Advisors LLC | 639 | $213.9K | 0.04% | +639 | New |