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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 1,688 | $565.2K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,696 | $567.9K | 0.03% | +1,696 | New |
| Oslo Pensjonsforsikring AS | 1,699 | $568.9K | 0.07% | +1,461+613.9% | Added |
| Main Street Financial Solutions, LLC | 1,699 | $568.9K | 0.04% | +767+82.3% | Added |
| Blue Rock Wealth Management LLC | 1,700 | $569.2K | 0.32% | +800+88.9% | Added |
| Symphony Financial, Ltd. Co. | 1,725 | $569.9K | 0.06% | +347+25.2% | Added |
| Keebeck Wealth Management, LLC | 1,708 | $572.0K | 0.06% | +367+27.4% | Added |
| Prelude Capital Management, LLC | 1,720 | $575.9K | 0.04% | −246−12.5% | Reduced |
| West Family Investments, Inc. | 1,729 | $578.9K | 0.17% | +62+3.7% | Added |
| Centerpoint Advisory Group | 1,731 | $579.6K | 0.37% | +145+9.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,734 | $580.6K | 0.06% | −60−3.3% | Reduced |
| SageView Advisory Group, LLC | 1,735 | $581.0K | 0.02% | +402+30.2% | Added |
| Virtue Capital Management, LLC | 1,740 | $582.6K | 0.08% | +383+28.2% | Added |
| Quarry LP | 1,745 | $584.3K | 0.09% | +1,227+236.9% | Added |
| Romano Brothers and Company | 1,761 | $589.6K | 0.06% | +179+11.3% | Added |
| Congress Park Capital LLC | 1,770 | $592.6K | 0.16% | −25−1.4% | Reduced |
| BSW Wealth Partners | 1,773 | $593.6K | 0.07% | −41−2.3% | Reduced |
| Buffalo Business & Estate Services Ltd | – | $594.2K | 0.07% | – | New |
| Greenland Capital Management LP | 1,785 | $597.7K | 0.11% | +1,785 | New |
| QTR Family Wealth, LLC | 1,789 | $599.1K | 0.21% | +39+2.2% | Added |
| Foresight Capital Management Advisors, Inc. | 1,793 | $600.3K | 0.29% | −163−8.3% | Reduced |
| Signal Advisors Wealth, LLC | 1,814 | $607.2K | 0.03% | +1,814 | New |
| Markin Volterra Fund LP | 1,814 | $607.4K | 2.06% | −991−35.3% | Reduced |
| Kingdom Financial Group LLC. | 1,814 | $607.5K | 0.16% | +457+33.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,833 | $613.7K | 0.02% | +412+29.0% | Added |
| Hancock Whitney Corp | 1,836 | $614.7K | 0.01% | −68−3.6% | Reduced |
| Perpetual Ltd | 1,842 | $616.7K | 0.01% | −645−25.9% | Reduced |
| Aprio Wealth Management, LLC | 1,852 | $620.2K | 0.03% | −4−0.2% | Reduced |
| Abel Hall, LLC | 1,855 | $621.1K | 0.11% | −10−0.5% | Reduced |
| Syon Capital LLC | 1,860 | $622.8K | 0.03% | +1,014+119.9% | Added |
| Drive Wealth Management, LLC | 1,861 | $623.0K | 0.11% | +302+19.4% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,863 | $623.8K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,868 | $625.5K | 0.13% | +516+38.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,870 | $626.0K | 0.03% | +500+36.5% | Added |
| Fiduciary Financial Group, LLC | 1,875 | $627.6K | 0.07% | −943−33.5% | Reduced |
| Montag A & Associates Inc | 1,875 | $627.8K | 0.03% | +75+4.2% | Added |
| Vann Equity Management LLC | 1,879 | $629.2K | 0.38% | +10+0.5% | Added |
| Symmetry Investments LP | 1,887 | $631.8K | 0.07% | +1,887 | New |
| Procyon Private Wealth Partners, LLC | 1,887 | $631.9K | 0.03% | +967+105.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,890 | $632.8K | 0.04% | +237+14.3% | Added |
| Raleigh Capital Management Inc. | 1,896 | $634.7K | 0.20% | −75−3.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,897 | $635.2K | 0.18% | +81+4.5% | Added |
| USA Financial Formulas | 1,905 | $637.8K | 0.12% | +1,905 | New |
| Brookwood Investment Group LLC | 1,906 | $638.2K | 0.07% | +473+33.0% | Added |
| Cyndeo Wealth Partners, LLC | 1,907 | $638.4K | 0.03% | −207−9.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,907 | $638.5K | 0.04% | +531+38.6% | Added |
| Guinness Asset Management LTD | 1,910 | $639.5K | 0.01% | +233+13.9% | Added |
| Tred Avon Family Wealth, LLC | 1,911 | $639.8K | 0.20% | +13+0.7% | Added |
| Colonial River Wealth Management, LLC | 1,916 | $641.5K | 0.18% | −65−3.3% | Reduced |
| SJS Investment Consulting Inc. | 1,916 | $641.6K | 0.07% | +282+17.3% | Added |
| Partners Capital Investment Group, LLP | 1,920 | $642.9K | 0.02% | −400−17.2% | Reduced |
| Quotient Wealth Partners, LLC | 1,926 | $645.0K | 0.02% | +113+6.2% | Added |
| Evergreen Capital Management LLC | 1,932 | $646.9K | 0.01% | +640+49.5% | Added |
| Family Management Corp | 1,937 | $648.5K | 0.07% | −286−12.9% | Reduced |
| Crestwood Advisors Group LLC | 1,951 | $653.2K | 0.01% | +813+71.4% | Added |
| Brevan Howard Capital Management LP | 1,951 | $653.2K | 0.01% | −28,529−93.6% | Reduced |
| Founders Financial Securities LLC | 1,963 | $657.3K | 0.03% | −400−16.9% | Reduced |
| Barton Investment Management | 1,980 | $662.9K | 0.09% | −105−5.0% | Reduced |
| Cypress Asset Management Inc | 1,980 | $662.9K | 0.13% | +555+38.9% | Added |
| Essential Partners LLC | 1,986 | $665.0K | 0.31% | −5,253−72.6% | Reduced |
| Philip James Wealth Mangement, LLC | 1,986 | $665.0K | 0.07% | −730−26.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,991 | $666.7K | 0.06% | +83+4.4% | Added |
| Miracle Mile Advisors, LLC | 1,999 | $669.2K | 0.01% | +603+43.2% | Added |
| Nautilus Advisors LLC | 2,099 | $669.2K | 0.39% | −100−4.5% | Reduced |
| Kesler, Norman & Wride, LLC | 1,999 | $669.5K | 0.11% | +1,999 | New |
| Canton Hathaway, LLC | 2,000 | $669.6K | 0.13% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $671.3K | 0.16% | 0 | Unchanged |
| Kerr Financial Planning Corp | 2,006 | $671.4K | 0.75% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,006 | $671.5K | 0.21% | +10.0% | Added |
| Avise Financial Cooperative, Inc. | 2,008 | $672.2K | 0.48% | −165−7.6% | Reduced |
| United Advisor Group, LLC | 2,010 | $673.1K | 0.07% | +985+96.1% | Added |
| Sym Financial Corp | 2,017 | $675.3K | 0.05% | −192−8.7% | Reduced |
| Cahill Financial Advisors Inc | 2,019 | $676.0K | 0.06% | 00.0% | Unchanged |
| Midwest Trust Co | 2,028 | $679.1K | 0.01% | +201+11.0% | Added |
| Intrua Financial, LLC | 2,039 | $682.6K | 0.06% | +223+12.3% | Added |
| Proficio Capital Partners LLC | 2,039 | $682.7K | 0.02% | +2,039 | New |
| McGowan Group Asset Management, Inc. | 2,056 | $688.3K | 0.08% | +848+70.2% | Added |
| Pure Financial Advisors, Inc. | 2,062 | $690.4K | 0.01% | +585+39.6% | Added |
| Horizon Investment Services, LLC | 2,065 | $691.4K | 0.19% | −100−4.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,066 | $691.7K | 0.17% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,084 | $697.8K | 0.01% | +116+5.9% | Added |
| Register Financial Advisors LLC | 2,085 | $698.3K | 0.21% | +165+8.6% | Added |
| GGM Financials LLC | 2,093 | $700.7K | 0.27% | +10.0% | Added |
| Stevens Capital Management LP | 2,096 | $702.0K | 0.17% | −4,760−69.4% | Reduced |
| Secure Asset Management, LLC | 2,108 | $705.9K | 0.10% | −182−7.9% | Reduced |
| Redwood Family Wealth LLC | 2,111 | $706.8K | 0.63% | +4+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,112 | $707.2K | 0.09% | +14+0.7% | Added |
| Sentinus, LLC | 2,113 | $707.5K | 0.06% | −423−16.7% | Reduced |
| Ariadne Wealth Management, LP | 2,115 | $708.1K | 0.31% | −258−10.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,127 | $712.1K | 0.10% | +193+10.0% | Added |
| Archford Capital Strategies, LLC | 2,129 | $712.8K | 0.07% | +240+12.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,136 | $715.2K | 0.04% | −885−29.3% | Reduced |
| Oxford Financial Group Ltd | 2,139 | $716.2K | 0.04% | −92−4.1% | Reduced |
| Vines Capital Management, LLC | 2,139 | $716.2K | 0.59% | +85+4.1% | Added |
| Waterfront Wealth Inc. | 2,250 | $717.4K | 0.11% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,154 | $721.2K | 0.12% | −16−0.7% | Reduced |
| TD Private Client Wealth LLC | 2,161 | $723.5K | 0.01% | +319+17.3% | Added |
| L2 Asset Management, LLC | 2,164 | $724.5K | 0.08% | +132+6.5% | Added |
| Ruggiero Investments, Inc. | 2,172 | $727.2K | 0.62% | +601+38.3% | Added |
| Visionary Wealth Advisors | 2,172 | $727.3K | 0.03% | +134+6.6% | Added |