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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 5,999 | $2.01M | 0.03% | +3,590+149.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,953 | $1.99M | 0.00% | −795−11.8% | Reduced |
| Berbice Capital Management LLC | 5,900 | $1.98M | 1.02% | 00.0% | Unchanged |
| REX Advisers, LLC | 5,900 | $1.98M | 5.30% | +5,900 | New |
| MCF Advisors LLC | 5,877 | $1.97M | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,778 | $1.93M | 0.74% | −524−8.3% | Reduced |
| Sidoxia Capital Management, LLC | 5,754 | $1.93M | 1.41% | +44+0.8% | Added |
| CoreCap Advisors, LLC | 5,740 | $1.92M | 0.06% | +228+4.1% | Added |
| Reuter James Wealth Management, LLC | 5,736 | $1.92M | 0.25% | −330−5.4% | Reduced |
| Aspire Private Capital, LLC | 5,729 | $1.92M | 0.40% | −62−1.1% | Reduced |
| Marin Bay Wealth Advisors, LLC | 5,724 | $1.92M | 1.03% | −153−2.6% | Reduced |
| S.A. Mason LLC | 5,683 | $1.90M | 0.58% | −29−0.5% | Reduced |
| Qtron Investments LLC | 5,682 | $1.90M | 0.25% | −1,819−24.3% | Reduced |
| Simon Quick Advisors, LLC | 5,671 | $1.90M | 0.08% | −734−11.5% | Reduced |
| Bluebird Wealth Management LLC | 5,642 | $1.89M | 1.64% | +1,479+35.5% | Added |
| Interchange Capital Partners, LLC | 5,640 | $1.89M | 0.36% | +1,847+48.7% | Added |
| Virtus Investment Advisers, Inc. | 5,589 | $1.87M | 0.44% | −4,441−44.3% | Reduced |
| Retireful, LLC | 5,554 | $1.86M | 1.73% | +1,675+43.2% | Added |
| Gardner Lewis Asset Management L P | 5,538 | $1.85M | 0.41% | −1,184−17.6% | Reduced |
| Clarus Wealth Advisors | 5,788 | $1.84M | 0.71% | +5,788 | New |
| Simplex Trading, LLC | 5,465 | $1.83M | 0.05% | +5,465 | New |
| Generali Asset Management SPA SGR | 5,463 | $1.83M | 0.03% | −7,856−59.0% | Reduced |
| Pensionmark Financial Group, LLC | 6,925 | $1.83M | 0.03% | −448−6.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,452 | $1.83M | 0.05% | −311−5.4% | Reduced |
| DB&C Advisors, LLC | 5,448 | $1.82M | 1.98% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,425 | $1.82M | 0.06% | −1,611−22.9% | Reduced |
| 71 West Capital Partners | 5,423 | $1.82M | 0.06% | +198+3.8% | Added |
| Hartford Funds Management Co LLC | 5,408 | $1.81M | 0.14% | −87−1.6% | Reduced |
| Maxi Investments CY Ltd | 5,400 | $1.81M | 0.37% | +5,400 | New |
| Fiduciary Trust Co | 5,334 | $1.79M | 0.02% | +288+5.7% | Added |
| Toth Financial Advisory Corp | 5,309 | $1.78M | 0.17% | −21−0.4% | Reduced |
| McDonald Partners LLC | 5,268 | $1.76M | 0.43% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,244 | $1.76M | 0.07% | +820+18.5% | Added |
| Exchange Traded Concepts, LLC | 5,238 | $1.75M | 0.01% | +2,036+63.6% | Added |
| Morris Retirement Advisors, LLC | 5,238 | $1.75M | 0.64% | −2,027−27.9% | Reduced |
| Oxford Wealth Group, LLC | 5,226 | $1.75M | 0.78% | −389−6.9% | Reduced |
| Cloverfields Capital Group, LP | 5,210 | $1.74M | 0.53% | −1,715−24.8% | Reduced |
| Insight Wealth Partners, LLC | 5,206 | $1.74M | 0.23% | −54−1.0% | Reduced |
| Regal Investment Advisors LLC | 5,164 | $1.73M | 0.09% | +3,127+153.5% | Added |
| National Asset Management, Inc. | 5,631 | $1.73M | 0.09% | −302−5.1% | Reduced |
| Coastal Investment Advisors, Inc. | 5,122 | $1.71M | 0.53% | +5,122 | New |
| Burling Wealth Partners, LLC | 5,092 | $1.70M | 0.25% | −148−2.8% | Reduced |
| L & S Advisors Inc | 5,069 | $1.70M | 0.18% | −2,678−34.6% | Reduced |
| McLaughlin Asset Management, Inc. | 5,047 | $1.69M | 1.16% | −1,104−17.9% | Reduced |
| Central Trust Co | 5,046 | $1.69M | 0.03% | +1,818+56.3% | Added |
| Segment Wealth Management, LLC | 5,042 | $1.69M | 0.09% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,000 | $1.67M | 0.01% | −2,800−35.9% | Reduced |
| Harbor Advisors LLC | 5,000 | $1.67M | 0.21% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 4,984 | $1.67M | 0.05% | −641−11.4% | Reduced |
| Custom Index Systems, LLC | 4,955 | $1.66M | 0.60% | −250−4.8% | Reduced |
| FCG Investment Co | 4,954 | $1.66M | 0.57% | +4,954 | New |
| MONECO Advisors, LLC | 4,915 | $1.65M | 0.10% | +485+10.9% | Added |
| Fortress Private Ledger, LLC | 4,887 | $1.64M | 0.45% | −111−2.2% | Reduced |
| Sax Wealth Advisors, LLC | 6,490 | $1.63M | 0.07% | −176−2.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 4,847 | $1.62M | 0.27% | +563+13.1% | Added |
| Algert Global LLC | 4,814 | $1.61M | 0.02% | −29,121−85.8% | Reduced |
| NBZ Investment Advisors LLC | 4,805 | $1.61M | 0.63% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,817 | $1.61M | 0.43% | −322−6.3% | Reduced |
| RD Finance Ltd | 4,790 | $1.60M | 1.58% | +4,790 | New |
| Floyd Financial Group LLC | 5,277 | $1.60M | 1.05% | −4,149−44.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,759 | $1.59M | 0.11% | +4,759 | New |
| Wedmont Private Capital | 4,984 | $1.59M | 0.04% | +347+7.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,746 | $1.59M | 0.18% | +146+3.2% | Added |
| Concorde Asset Management, LLC | 4,732 | $1.58M | 0.92% | −1,571−24.9% | Reduced |
| Blue Line Capital, LLC | 4,713 | $1.58M | 1.36% | −5,385−53.3% | Reduced |
| Pincus Capital Management, LP | 4,713 | $1.58M | 0.94% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,691 | $1.57M | 0.07% | −762−14.0% | Reduced |
| Dara Capital US, Inc. | 4,673 | $1.56M | 1.08% | +1,234+35.9% | Added |
| Kane Investment Management, Inc. | 4,663 | $1.56M | 0.67% | +172+3.8% | Added |
| Altrafin AG | 4,625 | $1.55M | 0.61% | −4,581−49.8% | Reduced |
| Algebris (UK) Ltd | 4,600 | $1.54M | 0.10% | +883+23.8% | Added |
| D.A. Davidson & Co. | 4,571 | $1.53M | 0.01% | +101+2.3% | Added |
| CTC Alternative Strategies, Ltd. | 4,560 | $1.53M | 2.20% | +4,560 | New |
| Claro Advisors LLC | 4,523 | $1.51M | 0.16% | −205−4.3% | Reduced |
| Capital Analysts, LLC | 4,517 | $1.51M | 0.03% | −72−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 4,504 | $1.51M | 0.13% | +1,915+74.0% | Added |
| Frank, Rimerman Advisors LLC | 4,491 | $1.50M | 0.09% | +73+1.7% | Added |
| Greenline Wealth Management LLC | 4,489 | $1.50M | 1.24% | +303+7.2% | Added |
| Prestige Wealth Management Group LLC | 4,477 | $1.50M | 0.27% | +306+7.3% | Added |
| Dynasty Wealth Management, LLC | 4,471 | $1.50M | 0.01% | −215−4.6% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 4,450 | $1.49M | 0.69% | +3,200+256.0% | Added |
| Schonfeld Strategic Advisors LLC | 4,434 | $1.48M | 0.01% | +4,434 | New |
| Richard W. Paul & Associates, LLC | 4,421 | $1.48M | 0.45% | −1,798−28.9% | Reduced |
| Hilton Head Capital Partners, LLC | 4,411 | $1.48M | 0.74% | −1,020−18.8% | Reduced |
| Plancorp, LLC | 4,823 | $1.48M | 0.04% | +38+0.8% | Added |
| GAM Holding AG | 4,403 | $1.47M | 0.11% | −1,345−23.4% | Reduced |
| Magnus Financial Group LLC | 4,402 | $1.47M | 0.10% | +1,499+51.6% | Added |
| Caldwell Investment Management Ltd. | 4,400 | $1.47M | 0.97% | +800+22.2% | Added |
| Quadcap Wealth Management, LLC | 4,375 | $1.47M | 0.14% | −305−6.5% | Reduced |
| Principal Street Partners, LLC | 4,359 | $1.46M | 0.21% | −487−10.0% | Reduced |
| Icon Wealth Advisors, LLC | 4,320 | $1.45M | 0.09% | +1,467+51.4% | Added |
| MBL Wealth, LLC | 4,316 | $1.45M | 0.10% | +43+1.0% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 4,316 | $1.45M | 0.92% | +4,316 | New |
| EdgeRock Capital LLC | 4,312 | $1.44M | 0.33% | −1,451−25.2% | Reduced |
| Presidio Capital Management, LLC | 4,303 | $1.44M | 0.36% | −860−16.7% | Reduced |
| GeoWealth Management, LLC | 4,277 | $1.43M | 0.05% | +1,693+65.5% | Added |
| Mason & Associates Inc | 4,255 | $1.42M | 0.23% | +129+3.1% | Added |
| Strategic Investment Advisors | 4,245 | $1.42M | 0.09% | −511−10.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,236 | $1.42M | 0.34% | −81−1.9% | Reduced |
| Qsemble Capital Management, LP | 4,233 | $1.42M | 0.18% | +4,233 | New |