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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 1,320 | $442.0K | 0.13% | −773−36.9% | Reduced |
| Excelsior Advisor Network LLC | 1,326 | $444.0K | 0.06% | +1,326 | New |
| Westco Advisory Services Inc | 1,332 | $446.0K | 0.27% | +42+3.3% | Added |
| Catalyst Financial Partners LLC | 1,336 | $447.3K | 0.04% | +353+35.9% | Added |
| Mesirow Financial Investment Management, Inc. | 1,336 | $447.5K | 0.01% | +481+56.3% | Added |
| V-Square Quantitative Management LLC | 1,340 | $448.7K | 0.04% | −71−5.0% | Reduced |
| Independent Wealth Network Inc. | 1,340 | $448.7K | 0.11% | +309+30.0% | Added |
| Empire Financial Management Company, LLC | 1,347 | $451.0K | 0.18% | −60−4.3% | Reduced |
| Mizuho Markets Cayman LP | 1,349 | $451.7K | 0.02% | +1,349 | New |
| Shay Capital LLC | 1,350 | $452.0K | 0.05% | −750−35.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,350 | $452.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,353 | $453.0K | 0.01% | +1,023+310.0% | Added |
| Fortune 45 LLC | 1,361 | $455.9K | 0.19% | +118+9.5% | Added |
| ASB Consultores, LLC | 1,369 | $458.4K | 1.41% | 00.0% | Unchanged |
| Elevatus Welath Management | 1,370 | $458.9K | 0.11% | +249+22.2% | Added |
| Ingalls & Snyder LLC | 1,371 | $459.0K | 0.01% | −272−16.6% | Reduced |
| Lynch & Associates | 1,375 | $460.4K | 0.08% | +525+61.8% | Added |
| NFP Retirement, Inc. | 1,380 | $462.1K | 0.03% | +4+0.3% | Added |
| Focused Alpha, LLC | 1,381 | $462.4K | 0.12% | +1,381 | New |
| Optimize Financial Inc | 1,390 | $465.4K | 0.17% | −4−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,390 | $465.4K | 0.11% | +1,390 | New |
| Michael S. Ryan, Inc. | 1,396 | $467.4K | 0.23% | +1+0.1% | Added |
| SeaCrest Wealth Management, LLC | 1,401 | $469.1K | 0.05% | −159−10.2% | Reduced |
| Valmark Advisers, Inc. | 1,401 | $469.1K | 0.00% | +223+18.9% | Added |
| Narwhal Capital Management | 1,404 | $470.1K | 0.03% | −551−28.2% | Reduced |
| Liberty One Investment Management, LLC | 1,414 | $473.4K | 0.05% | +44+3.2% | Added |
| XML Financial, LLC | 1,415 | $473.8K | 0.03% | −295−17.3% | Reduced |
| Massmutual Trust Co FSB | 1,419 | $475.1K | 0.01% | +259+22.3% | Added |
| Mosaic Family Wealth Partners, LLC | 1,420 | $475.5K | 0.03% | +1,420 | New |
| E Fund Management Co., Ltd. | 1,422 | $476.1K | 0.01% | −9,626−87.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,423 | $476.4K | 0.03% | +452+46.5% | Added |
| Picton Mahoney Asset Management | 1,426 | $477.5K | 0.00% | −336−19.1% | Reduced |
| Verdence Capital Advisors LLC | 1,427 | $477.7K | 0.03% | +5+0.4% | Added |
| LBMC Investment Advisors, LLC | 1,428 | $478.2K | 0.03% | +1,428 | New |
| McKinley Carter Wealth Services, Inc. | 1,429 | $478.4K | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,430 | $478.8K | 0.23% | +1,430 | New |
| Mather Group, LLC. | 1,435 | $480.6K | 0.00% | +998+228.4% | Added |
| Conning Inc. | 1,437 | $481.1K | 0.01% | +1,437 | New |
| Legacy Wealth Management, LLC | 1,439 | $481.7K | 0.12% | +17+1.2% | Added |
| Fulton Bank, N.A. | 1,442 | $482.8K | 0.01% | −23−1.6% | Reduced |
| Enclave Advisors LLC | 1,442 | $483.0K | 0.06% | −173−10.7% | Reduced |
| Langley Wealth Management, LLC | 1,446 | $484.3K | 0.47% | +1,446 | New |
| Resonant Capital Advisors, LLC | 1,452 | $486.2K | 0.02% | +328+29.2% | Added |
| PFG Advisors | 1,453 | $486.5K | 0.02% | +100+7.4% | Added |
| Poinciana Advisors Group, LLC | 1,457 | $487.8K | 0.36% | −166−10.2% | Reduced |
| Lebenthal Global Advisors, LLC | 1,459 | $488.5K | 0.07% | −527−26.5% | Reduced |
| Quantum Financial Partners LLC | 1,459 | $488.5K | 0.25% | +1,459 | New |
| First Citizens Bank & Trust Co | 1,460 | $488.8K | 0.01% | −311−17.6% | Reduced |
| Texas Yale Capital Corp. | 1,462 | $489.5K | 0.01% | +150+11.4% | Added |
| Alta Advisers Ltd | 1,463 | $489.8K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 1,467 | $491.2K | 0.15% | +452+44.5% | Added |
| Cardinal Point Capital Management, ULC | 1,468 | $491.7K | 0.03% | +608+70.7% | Added |
| Foster Victor Wealth Advisors, LLC | 1,629 | $494.5K | 0.03% | −353−17.8% | Reduced |
| Ascent Group, LLC | 1,481 | $495.9K | 0.01% | +1,481 | New |
| Campbell & CO Investment Adviser LLC | 1,484 | $496.9K | 0.03% | +1,484 | New |
| Capital Advisors Inc | 1,484 | $496.9K | 0.01% | +39+2.7% | Added |
| Perennial Investment Advisors, LLC | 1,491 | $499.5K | 0.03% | −49−3.2% | Reduced |
| CWA Asset Management Group, LLC | 1,495 | $500.6K | 0.02% | +1,495 | New |
| Cito Capital Group, LLC | 1,500 | $502.0K | 0.14% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,500 | $502.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,503 | $503.2K | 1.54% | +265+21.4% | Added |
| Root Financial Partners, LLC | 1,507 | $504.6K | 0.02% | +415+38.0% | Added |
| Severin Investments, LLC | 1,511 | $506.0K | 0.38% | −399−20.9% | Reduced |
| Wall Street Access Asset Management, LLC | 1,512 | $506.1K | 0.07% | +140+10.2% | Added |
| Prentice Wealth Management LLC | 1,524 | $510.3K | 0.11% | +124+8.9% | Added |
| FSM Wealth Advisors, LLC | 1,528 | $511.5K | 0.05% | +69+4.7% | Added |
| Cooper Financial Group | 1,531 | $512.6K | 0.04% | +1,531 | New |
| Capital Investment Advisors, LLC | 1,541 | $515.8K | 0.01% | +230+17.5% | Added |
| Childress Capital Advisors, LLC | 1,543 | $516.6K | 0.08% | −13−0.8% | Reduced |
| BXM Wealth LLC | 1,543 | $516.6K | 0.28% | +363+30.8% | Added |
| Northwest Wealth Management, LLC | 1,547 | $518.0K | 0.07% | −11−0.7% | Reduced |
| J. M. Brown & Associates Inc. | 1,549 | $518.6K | 0.30% | +1,549 | New |
| Clear Wave Wealth Management LLC | 1,560 | $522.3K | 0.12% | −783−33.4% | Reduced |
| PCM Encore, LLC | 1,563 | $523.5K | 0.09% | +1,563 | New |
| Western Wealth Management, LLC | 1,564 | $523.6K | 0.02% | +104+7.1% | Added |
| Gilpin Wealth Management, LLC | 1,565 | $524.0K | 0.36% | −30−1.9% | Reduced |
| Swisher Financial Concepts, Inc. | 1,575 | $527.4K | 0.33% | −2,347−59.8% | Reduced |
| Wealth Quarterback LLC | 1,595 | $533.9K | 0.16% | +49+3.2% | Added |
| Knightsbridge Asset Management, LLC | 1,601 | $536.0K | 0.07% | −64−3.8% | Reduced |
| Empirical Asset Management, LLC | 1,602 | $536.3K | 0.12% | +90+6.0% | Added |
| Northern Oak Wealth Management Inc | 1,603 | $536.7K | 0.06% | +209+15.0% | Added |
| Linden Thomas Advisory Services, LLC | 1,607 | $538.1K | 0.04% | −14−0.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,608 | $538.5K | 0.04% | −348−17.8% | Reduced |
| Guardian Financial Partners, LLC | 1,620 | $542.4K | 0.21% | +1,620 | New |
| Yarger Wealth Strategies, LLC | 1,701 | $542.5K | 0.19% | +199+13.2% | Added |
| Commerzbank Aktiengesellschaft | 1,624 | $544.0K | 0.01% | −90−5.3% | Reduced |
| Choate Investment Advisors | 1,628 | $545.1K | 0.01% | +148+10.0% | Added |
| Tran Capital Management, L.P. | 1,632 | $546.4K | 0.06% | 00.0% | Unchanged |
| Invst, LLC | 1,635 | $547.5K | 0.05% | +1,635 | New |
| BIP Wealth, LLC | 1,639 | $548.7K | 0.02% | +122+8.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,639 | $548.8K | 0.03% | −1,283−43.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 1,641 | $549.4K | 0.19% | −273−14.3% | Reduced |
| Modern Wealth Management, LLC | 1,651 | $552.8K | 0.01% | +462+38.9% | Added |
| Monograph Wealth Advisors, LLC | 1,658 | $555.1K | 0.05% | +113+7.3% | Added |
| Gen-Wealth Partners Inc | 1,663 | $556.7K | 0.15% | +2+0.1% | Added |
| RiverFront Investment Group, LLC | 1,670 | $559.1K | 0.01% | +408+32.3% | Added |
| Element Pointe Advisors, LLC | 1,676 | $561.2K | 0.09% | −2,426−59.1% | Reduced |
| McAdam, LLC | 1,678 | $561.7K | 0.02% | +279+19.9% | Added |
| Ballast Rock Private Wealth LLC | 1,678 | $561.7K | 0.26% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,687 | $564.8K | 0.10% | +1,687 | New |