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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 780 | $261.2K | 0.00% | +780 | New |
| Massar Capital Management, LP | 780 | $261.2K | 0.09% | +780 | New |
| Cambient Family Office, LLC | 782 | $261.8K | 0.03% | +782 | New |
| Wayfinding Financial, LLC | 785 | $262.0K | 0.10% | +785 | New |
| 626 Financial, LLC | 783 | $262.2K | 0.10% | +783 | New |
| Lighthouse Wealth Management Inc. | 785 | $263.0K | 0.16% | +785 | New |
| Financial Advisory Service, Inc. | 787 | $263.4K | 0.01% | +787 | New |
| Corps Capital Advisors, LLC | 800 | $267.9K | 0.22% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 800 | $267.9K | 0.10% | +800 | New |
| Genesee Capital Advisors, LLC | 801 | $268.3K | 0.08% | 00.0% | Unchanged |
| J2 Capital Management Inc | 802 | $268.5K | 0.18% | −1,786−69.0% | Reduced |
| Eagle Wealth Advisors LLC | 803 | $268.9K | 0.21% | −57−6.6% | Reduced |
| Ameliora Wealth Management Ltd. | 804 | $269.2K | 0.08% | +804 | New |
| Wharton Business Group, LLC | 805 | $269.5K | 0.01% | −530−39.7% | Reduced |
| Cascades Capital Asset Management, LLC | 805 | $269.6K | 0.10% | +200+33.1% | Added |
| Burney Co | 806 | $269.9K | 0.01% | +806 | New |
| Calamos Wealth Management LLC | 807 | $270.2K | 0.01% | −396−32.9% | Reduced |
| Hemenway Trust Co LLC | 809 | $270.9K | 0.02% | +809 | New |
| Cary Street Partners Financial LLC | 809 | $270.9K | 0.01% | +280+52.9% | Added |
| 180 Wealth Advisors, LLC | 811 | $271.5K | 0.03% | −64−7.3% | Reduced |
| Blue Fin Capital, Inc. | 812 | $271.9K | 0.04% | +812 | New |
| Whelan Financial | 813 | $272.3K | 0.07% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 815 | $272.9K | 0.05% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 815 | $272.9K | 0.05% | +815 | New |
| Cullen/Frost Bankers, Inc. | 816 | $273.3K | 0.00% | +220+36.9% | Added |
| Institute for Wealth Management, LLC. | 820 | $274.6K | 0.02% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 820 | $274.6K | 0.05% | −22−2.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 553 | $274.7K | 0.08% | −3,358−85.9% | Reduced |
| Barrett & Company, Inc. | 825 | $276.2K | 0.08% | +500+153.8% | Added |
| StoneX Group Inc. | 829 | $277.6K | 0.01% | +829 | New |
| Prescott Group Capital Management, L.L.C. | 837 | $280.2K | 0.02% | +837 | New |
| George Kaiser Family Foundation | 837 | $280.2K | 0.03% | +837 | New |
| Tidemark, LLC | 838 | $280.6K | 0.06% | +2+0.2% | Added |
| Integris Wealth Management, LLC | 846 | $283.3K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 849 | $284.3K | 0.04% | +849 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $284.6K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 850 | $284.6K | 0.04% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 852 | $285.3K | 0.13% | +9+1.1% | Added |
| Van Hulzen Asset Management, LLC | 857 | $287.0K | 0.02% | +857 | New |
| Zhang Financial LLC | 859 | $287.7K | 0.01% | +859 | New |
| Sage Private Wealth Group, LLC | 862 | $288.6K | 0.13% | +862 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 863 | $288.9K | 0.03% | −106−10.9% | Reduced |
| Manhattan West Asset Management, LLC | 865 | $289.7K | 0.05% | +8+0.9% | Added |
| Cromwell Holdings LLC | 874 | $292.6K | 0.13% | +350+66.8% | Added |
| Anchyra Partners LLC | 876 | $293.3K | 0.07% | +876 | New |
| Vista Investment Partners II, LLC | 878 | $294.0K | 0.12% | −144−14.1% | Reduced |
| Voya Financial Advisors, Inc. | 959 | $294.4K | 0.03% | −306−24.2% | Reduced |
| WT Wealth Management | 881 | $295.0K | 0.08% | +27+3.2% | Added |
| Eurizon SLJ Capital Ltd | 881 | $295.0K | 0.11% | +881 | New |
| Berkeley Capital Partners, LLC | 881 | $295.0K | 0.06% | +70+8.6% | Added |
| TBH Global Asset Management, LLC | 881 | $295.1K | 0.05% | +881 | New |
| Advisory Alpha, LLC | 887 | $297.0K | 0.01% | −1,608−64.4% | Reduced |
| S-Bank Fund Management Ltd | 890 | $298.0K | 0.04% | +890 | New |
| McMahon Financial Advisors, LLC | 891 | $298.4K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 892 | $298.7K | 0.02% | +15+1.7% | Added |
| SHP Wealth Management | 892 | $298.7K | 0.02% | +124+16.1% | Added |
| Triad Wealth Partners, LLC | 1,136 | $298.8K | 0.02% | +1,136 | New |
| Accredited Investors Inc. | 896 | $300.0K | 0.01% | +3+0.3% | Added |
| Paragon Private Wealth Management, LLC | 896 | $300.2K | 0.08% | +896 | New |
| Demars Financial Group, LLC | 899 | $301.0K | 0.08% | +899 | New |
| Keel Point, LLC | 902 | $302.0K | 0.02% | +902 | New |
| McGlone Suttner Wealth Management, Inc. | 904 | $302.7K | 0.04% | −1,104−55.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 906 | $303.3K | 0.02% | +15+1.7% | Added |
| SOA Wealth Advisors, LLC. | 908 | $304.1K | 0.05% | −55−5.7% | Reduced |
| Flynn Zito Capital Management, LLC | 911 | $305.0K | 0.08% | 00.0% | Unchanged |
| Mosley Wealth Management | 911 | $305.0K | 0.10% | −5,213−85.1% | Reduced |
| AlphaStar Capital Management, LLC | 914 | $306.0K | 0.02% | +914 | New |
| Hexagon Capital Partners LLC | 914 | $306.1K | 0.04% | −492−35.0% | Reduced |
| State of Wyoming | 915 | $306.4K | 0.03% | −2,277−71.3% | Reduced |
| Victory Financial Group, LLC | 916 | $306.7K | 0.03% | −209−18.6% | Reduced |
| Cloud Capital Management, LLC | 919 | $307.0K | 0.11% | +24+2.7% | Added |
| Colonial Trust Advisors | 919 | $307.6K | 0.02% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 919 | $307.8K | 0.12% | +919 | New |
| Mayflower Financial Advisors, LLC | 920 | $308.0K | 0.03% | −182−16.5% | Reduced |
| Matters Capital LLC | 925 | $309.7K | 0.22% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 925 | $309.7K | 0.18% | −10−1.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 926 | $310.0K | 0.02% | +926 | New |
| Fox Hill Wealth Management | 927 | $310.4K | 0.12% | −39−4.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 927 | $310.4K | 0.02% | −318−25.5% | Reduced |
| Rothschild Capital Partners, LLC | 927 | $310.4K | 0.07% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 976 | $310.8K | 0.01% | +976 | New |
| Quantum Financial Advisors, LLC | 934 | $312.7K | 0.03% | −13−1.4% | Reduced |
| Creative Capital Management Investments LLC | 934 | $312.7K | 0.07% | +934 | New |
| Natural Investments, LLC | 938 | $314.0K | 0.07% | −139−12.9% | Reduced |
| Flatrock Wealth Partners LLC | 941 | $315.1K | 0.12% | +12+1.3% | Added |
| IFG Advisory, LLC | 950 | $317.9K | 0.01% | +780+458.8% | Added |
| Foster Group, Inc. | 956 | $320.1K | 0.01% | +92+10.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 958 | $320.9K | 0.07% | −50−5.0% | Reduced |
| Trust Point Inc. | 965 | $323.1K | 0.03% | +965 | New |
| MW Advisory, LLC | 970 | $324.8K | 0.13% | +970 | New |
| Cascade Financial Partners, LLC | 971 | $325.1K | 0.03% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 973 | $325.6K | 0.14% | −47−4.6% | Reduced |
| Summit Wealth Group LLC | 978 | $327.5K | 0.03% | +67+7.4% | Added |
| Total Wealth Planning & Management, Inc. | 979 | $327.8K | 0.24% | −473−32.6% | Reduced |
| Silver Oak Securities, Inc | 980 | $328.2K | 0.02% | +137+16.3% | Added |
| Financial Management Network Inc | 1,138 | $329.4K | 0.05% | +3+0.3% | Added |
| North Star Investment Management Corp. | 984 | $329.5K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 989 | $331.1K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 994 | $332.7K | 0.06% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 995 | $333.1K | 0.06% | −91−8.4% | Reduced |