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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 2,061 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ2 2026: $105.0B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2026.

Institutions holding VRT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Peak Retirement Planning, Inc.1,000$334.7K0.05%+47+4.9%Added
VGI Partners Ltd1,000$334.8K0.02%−4,000−80.0%Reduced
Sig Brokerage, LP1,000$334.8K0.05%−1,488−59.8%Reduced
Klingenstein Fields & Co LP1,000$334.8K0.01%00.0%Unchanged
Compass Wealth Management, LLC1,000$334.8K0.13%00.0%Unchanged
McAlister, Sweet & Associates, Inc.1,000$334.8K0.18%+1,000New
Avantra Family Wealth, Inc.1,000$334.8K0.21%+1,000New
MSH Capital Advisors LLC1,002$335.5K0.06%+1,002New
Portus Wealth Advisors, LLC1,006$336.9K0.28%+991+6,606.7%Added
Joseph P. Lucia & Associates, LLC1,008$337.5K0.10%00.0%Unchanged
Next Level Wealth Planning, LLC1,012$338.8K0.15%+12+1.2%Added
Premier Path Wealth Partners, LLC1,014$339.5K0.04%+125+14.1%Added
RB Capital Management, LLC1,019$341.3K0.07%+1,019New
Elgethun Capital Management1,027$343.9K0.05%+27+2.7%Added
Wick Capital Partners, LLC1,027$343.9K0.05%+31+3.1%Added
Wealthcare Capital Partners, LLC1,031$345.3K0.14%00.0%Unchanged
waypoint wealth counsel1,037$347.2K0.22%−277−21.1%Reduced
Amussen Hunsaker Associates LLC1,043$349.2K0.03%−30−2.8%Reduced
Onefund, LLC1,045$349.9K0.20%+2+0.2%Added
Heritage Wealth Management, Inc.1,045$349.9K0.09%−11−1.0%Reduced
Betterment LLC1,049$351.0K0.00%+1,049New
Brady Martz Wealth Solutions, LLC1,052$352.2K0.05%+9+0.9%Added
Woodmont Investment Counsel LLC1,061$355.2K0.02%+34+3.3%Added
LJI Wealth Management, LLC1,061$355.3K0.05%+250+30.8%Added
Financial Security Advisor, Inc.1,070$358.4K0.06%+29+2.8%Added
Capital Advisors, Ltd. LLC1,075$360.0K0.04%+26+2.5%Added
Money Concepts Capital Corp1,081$361.9K0.02%+252+30.4%Added
AlphaGrep UK Ltd1,084$362.9K0.11%−989−47.7%Reduced
Smart Money Group LLC1,092$365.7K0.09%+38+3.6%Added
Avidian Wealth Solutions, LLC1,094$366.3K0.01%+25+2.3%Added
Paces Ferry Wealth Advisors, LLC1,096$367.0K0.14%+1+0.1%Added
Parkway Wealth Management Group, LLC1,099$368.0K0.04%+263+31.5%Added
Black Swift Group, LLC1,100$368.3K0.05%00.0%Unchanged
Wellington Shields Capital Management, LLC1,100$368.3K0.05%+500+83.3%Added
Wolverine Asset Management LLC1,100$368.3K0.00%+1,100New
Kercheville Advisors, LLC1,100$368.4K0.11%+1,100New
North Star Asset Management Inc1,103$369.4K0.01%−7−0.6%Reduced
Mainsail Asset Management, LLC1,278$370.1K0.15%+1,278New
Net Worth Advisory Group1,108$371.1K0.09%+195+21.4%Added
Financial Engines Advisors L.L.C.1,114$373.0K0.00%+13+1.2%Added
N.E.W. Advisory Services LLC1,121$375.3K0.03%−137−10.9%Reduced
Greatmark Investment Partners, Inc.1,125$376.7K0.04%−125−10.0%Reduced
IMA Wealth, Inc.1,133$379.4K0.02%+1,112+5,295.2%Added
LifeGoal Wealth Advisors1,135$380.0K0.17%+307+37.1%Added
Crescent Grove Advisors, LLC1,136$380.4K0.03%−300−20.9%Reduced
Bay Rivers Group1,136$380.4K0.13%+1,136New
Moss Adams Wealth Advisors LLC1,136$380.4K0.02%+60+5.6%Added
Centiva Capital, LP1,140$381.7K0.01%+1,140New
Fairscale Capital, LLC1,145$383.4K0.23%00.0%Unchanged
Wexford Capital LP1,146$383.7K0.05%+1,146New
Smith Group Asset Management, LLC1,150$385.0K0.02%00.0%Unchanged
Miramontes Capital, LLC1,155$386.7K0.12%+1,155New
Values First Advisors, Inc.1,155$386.8K0.18%+128+12.5%Added
Versant Capital Management, Inc1,156$387.1K0.03%+34+3.0%Added
Income Insurance Ltd1,157$387.4K0.23%+100+9.5%Added
LVW Advisors, LLC1,160$388.4K0.03%−37−3.1%Reduced
Ethos Financial Group, LLC1,743$388.8K0.03%−13−0.7%Reduced
Impact Capital Partners LLC1,165$390.1K0.11%−32−2.7%Reduced
First Dallas Securities Inc.1,165$390.2K0.13%−175−13.1%Reduced
Prosperity Consulting Group, LLC1,169$391.4K0.01%+1,169New
Legend Capital Advisors LLC1,171$392.1K0.21%00.0%Unchanged
SmartHarvest Portfolios, LLC1,175$393.6K0.13%+190+19.3%Added
Legacy Capital Group California, Inc.1,182$395.8K0.12%+15+1.3%Added
Modera Wealth Management, LLC1,184$396.4K0.00%−942−44.3%Reduced
Diversified Enterprises, LLC1,185$396.8K0.02%+140+13.4%Added
Evexia Wealth LLC1,512$397.8K0.11%+465+44.4%Added
Hengehold Capital Management LLC1,189$398.1K0.03%+92+8.4%Added
Auxier Asset Management1,190$398.4K0.05%00.0%Unchanged
KRS Capital Management, LLC1,195$400.1K0.19%+170+16.6%Added
Holistic Financial Partners1,200$401.8K0.25%−226−15.8%Reduced
TRB Wealth Management, LLC1,201$402.1K0.05%00.0%Unchanged
Evergreen Wealth Solutions, LLC1,411$405.0K0.02%−61−4.1%Reduced
Watershed Private Wealth LLC1,210$405.1K0.11%00.0%Unchanged
Wellspring Financial Advisors, LLC1,216$407.1K0.03%+56+4.8%Added
Woodward Diversified Capital, LLC1,216$407.1K0.18%+23+1.9%Added
Wesbanco Bank Inc1,220$408.5K0.01%+320+35.6%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.1,230$411.8K0.08%+1,230New
Winthrop Advisory Group LLC1,231$412.3K0.03%+1,231New
Fragasso Group Inc.1,232$412.5K0.02%+107+9.5%Added
A&I Financial Services, LLC1,232$412.5K0.18%00.0%Unchanged
Teza Capital Management LLC1,239$414.8K0.80%+1,239New
TCFG Investment Advisors, LLC1,245$416.9K0.14%+95+8.3%Added
Gateway Wealth Partners, LLC1,246$417.2K0.03%−825−39.8%Reduced
Facet Wealth, Inc.1,249$418.2K0.01%+286+29.7%Added
Capstone Wealth Management, LLC1,249$418.2K0.19%+1,249New
Elequin Capital LP1,250$418.5K0.01%+1,250New
Legacy Financial Advisors, Inc.1,255$420.3K0.05%+249+24.8%Added
Ledyard National Bank1,261$422.2K0.03%−268−17.5%Reduced
Signature Equity Partners, LLC1,262$422.6K0.19%+598+90.1%Added
Clear Harbor Asset Management, LLC1,270$425.2K0.03%−4,037−76.1%Reduced
Verity & Verity, LLC1,280$428.6K0.03%00.0%Unchanged
Moment Partners, LLC1,281$428.9K0.08%+69+5.7%Added
Founders Financial Alliance, LLC1,283$429.6K0.06%−193−13.1%Reduced
Perfromance Wealth Partners, LLC1,288$431.2K0.01%00.0%Unchanged
Angeles Wealth Management, LLC1,293$432.9K0.02%+165+14.6%Added
Strive Financial Group ,LLC1,297$434.3K0.19%+740+132.9%Added
Ashford Capital Management Inc1,300$435.3K0.05%00.0%Unchanged
RIA Advisory Group LLC1,300$435.3K0.10%+5+0.4%Added
Northland Securities, Inc.1,301$435.6K0.25%00.0%Unchanged
Twin Tree Management, LP1,310$438.6K0.07%+1,310New