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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
IHT Wealth Management, LLC2,178$729.1K0.02%+239+12.3%Added
Legato Capital Management LLC2,195$734.9K0.06%−951−30.2%Reduced
Geneos Wealth Management Inc.2,199$736.4K0.02%+18+0.8%Added
Range Advisory, LLC2,217$742.5K0.09%+185+9.1%Added
bLong Financial, LLC2,220$743.3K0.48%00.0%Unchanged
Glass Jacobson Investment Advisors llc2,221$743.6K0.23%+10.0%Added
Wealth Intelligence, LLC2,221$743.6K0.35%−890−28.6%Reduced
Ignite Planners, LLC2,223$745.0K0.10%+814+57.8%Added
Essex Financial Services, Inc.2,229$746.3K0.04%−250−10.1%Reduced
Avail Investment Partners, LLC2,233$747.7K0.58%+221+11.0%Added
Alessandra Capital Management, LLC2,243$751.0K0.53%+2,243New
Westhampton Capital, LLC2,244$751.3K0.31%+779+53.2%Added
Portside Wealth Group, LLC2,252$754.0K0.09%+541+31.6%Added
RMR Wealth Builders2,254$754.5K0.05%+108+5.0%Added
Financial Partners Group, Inc2,254$754.7K0.08%−332−12.8%Reduced
Kaufman Rossin Wealth, LLC2,348$760.6K0.36%−8−0.3%Reduced
Prospect Financial Services LLC2,272$760.8K0.39%+33+1.5%Added
Sandler Capital Management2,273$761.0K0.45%+2,273New
HM Payson & Co2,278$762.7K0.01%−45−1.9%Reduced
Confluence Wealth Services, Inc.2,280$763.4K0.02%+2,280New
Caisse des Depots Et Consignations2,282$764.1K0.01%00.0%Unchanged
LexAurum Advisors, LLC2,287$765.8K0.09%−602−20.8%Reduced
Sound Income Strategies, LLC2,289$766.5K0.03%+1,891+475.1%Added
Blueshift Asset Management, LLC2,297$769.1K0.18%+522+29.4%Added
Goldenstone Wealth Management LLC2,301$770.3K0.50%+32+1.4%Added
Soltis Investment Advisors LLC2,303$771.2K0.04%+338+17.2%Added
Invested Advisors2,307$772.4K0.68%−12−0.5%Reduced
Balance Wealth, LLC2,315$775.0K0.21%+166+7.7%Added
LeConte Wealth Management, LLC2,340$783.5K0.43%+212+10.0%Added
CRA Financial Services, LLC2,343$784.5K0.09%+15+0.6%Added
HBK Sorce Advisory LLC2,829$786.3K0.02%+49+1.8%Added
AlphaCore Capital LLC2,357$789.2K0.01%+454+23.9%Added
Rockland Trust Co2,358$789.5K0.03%−24−1.0%Reduced
Norden Group LLC2,372$794.3K0.07%+67+2.9%Added
Investment Management Trust, LLC2,377$795.9K0.71%+325+15.8%Added
Diametric Capital, LP2,379$796.5K0.08%+2,379New
AdvisorShares Investments LLC2,385$798.5K0.10%+1,054+79.2%Added
Dorsey & Whitney Trust CO LLC2,387$799.2K0.04%+347+17.0%Added
Liberty Wealth Management LLC3,186$799.9K0.10%00.0%Unchanged
Rehmann Capital Advisory Group2,392$800.9K0.04%+266+12.5%Added
Costello Asset Management, INC2,397$802.6K0.24%−100−4.0%Reduced
Platform Technology Partners2,399$803.1K0.13%+10.0%Added
Rathbone Brothers plc2,401$803.9K0.00%+832+53.0%Added
Elm Partners Management LLC2,408$806.1K0.03%−16,645−87.4%Reduced
Howard Capital Management Inc.2,408$806.2K0.01%+1,475+158.1%Added
Gladstone Institutional Advisory LLC2,417$809.4K0.03%+468+24.0%Added
Donoghue Forlines LLC2,419$809.9K0.21%+2,419New
Matrix Trust Co2,427$813.0K0.12%+2,427New
NorthRock Partners, LLC2,430$813.7K0.01%+913+60.2%Added
Roman Butler Fullerton & Co2,670$816.6K0.19%+304+12.8%Added
Longaeva Partners L.P.2,445$818.6K0.02%−7,521−75.5%Reduced
Wedbush Fund Advisers, LLC2,445$818.6K0.07%+2,445New
SPX Equities Gestao de Recursos Ltda2,454$821.6K0.09%+2,454New
Clay Northam Wealth Management, LLC2,455$822.0K0.40%+205+9.1%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,456$822.3K0.01%+623+34.0%Added
Rollins Financial Advisors, LLC2,457$822.6K0.11%+656+36.4%Added
Aaron Wealth Advisors2,459$823.3K0.04%−699−22.1%Reduced
Bigelow Investment Advisors, LLC2,460$823.7K0.30%+41+1.7%Added
Supplemental Annuity Collective Trust of NJ2,464$825.0K0.21%−123−4.8%Reduced
Creative Financial Designs Inc2,466$825.7K0.04%+445+22.0%Added
Optimist Retirement Group LLC2,468$826.3K0.32%+61+2.5%Added
Beese Fulmer Investment Management, Inc.2,471$827.3K0.05%−255−9.4%Reduced
Pitcairn Wealth Advisors LLC2,481$830.7K0.09%−1,449−36.9%Reduced
Rational Advisors LLC2,482$831.0K0.08%−539−17.8%Reduced
Three Seasons Wealth, LLC2,491$834.0K0.08%+2,491New
Elm3 Financial Group, LLC2,491$834.1K0.57%+229+10.1%Added
Jackson Thornton Asset Management, LLC2,500$837.0K0.07%+148+6.3%Added
B & T Capital Management DBA Alpha Capital Management2,504$838.4K0.11%−430−14.7%Reduced
Bluesphere Advisors, LLC2,506$839.1K0.26%−303−10.8%Reduced
Requisite Capital Management, LLC2,515$842.0K0.14%+100+4.1%Added
Advisor OS, LLC2,523$844.7K0.06%−868−25.6%Reduced
Allegiance Financial Group Advisory Services LLC2,523$844.8K0.15%+302+13.6%Added
Washburn Capital Management, Inc.2,525$845.4K0.42%+175+7.4%Added
SageGuard Financial Group, LLC2,548$853.1K0.12%+2,548New
Greenleaf Trust2,561$857.5K0.01%+756+41.9%Added
Titleist Asset Management, LLC2,585$861.8K0.06%−591−18.6%Reduced
Jamison Private Wealth Management, Inc.2,576$862.4K0.09%+1,571+156.3%Added
Argonautica Private Wealth Management, Inc2,585$865.5K0.21%00.0%Unchanged
Plan A Wealth LLC2,594$868.5K0.37%+107+4.3%Added
Willner & Heller, LLC2,595$868.9K0.54%−218−7.7%Reduced
Gryphon Financial Partners LLC2,605$872.2K0.08%+744+40.0%Added
Accurate Wealth Management, LLC2,742$874.5K0.08%−265−8.8%Reduced
Millennium Capital Advisors, LLC2,628$879.9K0.48%+67+2.6%Added
Nations Financial Group Inc,2,633$881.6K0.04%−44−1.6%Reduced
Advyzon Investment Management, LLC2,636$882.6K0.06%−948−26.5%Reduced
Sunpointe, LLC2,640$884.1K0.25%−13−0.5%Reduced
BTG Pactual Asset Management US LLC2,649$886.9K0.07%−49−1.8%Reduced
LaSalle St. Investment Advisors, LLC2,651$887.6K0.11%−1,687−38.9%Reduced
Clark Financial Services Group Inc2,652$887.9K0.42%+442+20.0%Added
Family Legacy Financial Solutions, LLC2,654$888.5K0.54%−526,865−99.5%Reduced
Benjamin Edwards Inc2,663$891.7K0.01%+647+32.1%Added
Cambria Investment Management, L.P.2,664$892.0K0.04%−7−0.3%Reduced
Aureus Asset Management, LLC2,673$895.0K0.05%−1,000−27.2%Reduced
Daybright Advisory Services, Inc.3,706$895.3K0.21%+10.0%Added
Beacon Financial Advisory LLC2,682$898.1K0.18%+97+3.8%Added
Saiph Capital, LLC2,696$902.7K0.27%+1,823+208.8%Added
Chicago Trust Co NA2,697$903.0K0.13%−570−17.4%Reduced
Vision Retirement, LLC2,699$903.8K0.22%+2,188+428.2%Added
Vaquero Private Wealth, Ltd2,700$904.0K0.19%+2,700New
Inscription Capital, LLC2,703$905.1K0.08%+1,250+86.0%Added