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 |
|---|---|---|---|---|---|
| International Private Wealth Advisors LLC | 4,223 | $1.41M | 0.73% | +4,223 | New |
| Hillsdale Investment Management Inc. | 4,220 | $1.41M | 0.03% | −380−8.3% | Reduced |
| GLOBALT Investments LLC | 4,220 | $1.41M | 0.05% | −18−0.4% | Reduced |
| Hollencrest Capital Management | 4,220 | $1.41M | 0.09% | +2,385+130.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 4,600 | $1.41M | 0.05% | +4,386+2,049.5% | Added |
| Hudock, Inc. | 4,213 | $1.41M | 0.18% | −903−17.7% | Reduced |
| Groupama Asset Managment | 4,225 | $1.41M | 0.02% | +3,145+291.2% | Added |
| Huntleigh Advisors, Inc. | 4,209 | $1.41M | 0.20% | −199−4.5% | Reduced |
| United Asset Strategies, Inc. | 4,206 | $1.41M | 0.10% | +183+4.5% | Added |
| Alta Wealth Advisors LLC | 4,194 | $1.40M | 0.38% | +245+6.2% | Added |
| Worth Financial Advisory Group, LLC | 4,183 | $1.40M | 0.58% | +4,183 | New |
| Heritage Trust Co | 4,183 | $1.40M | 0.12% | −72−1.7% | Reduced |
| Global Assets Advisory, LLC | 4,465 | $1.40M | 0.31% | +350+8.5% | Added |
| Camden Capital, LLC | 4,171 | $1.40M | 0.07% | −331−7.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,149 | $1.39M | 0.05% | −347−7.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4,146 | $1.39M | 0.21% | +125+3.1% | Added |
| Hardy Reed LLC | 4,140 | $1.39M | 0.09% | +4,140 | New |
| Trinity Financial Advisors LLC | 4,128 | $1.38M | 0.36% | +10.0% | Added |
| Bridges Investment Management Inc | 4,125 | $1.38M | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 4,122 | $1.38M | 0.06% | −11,828−74.2% | Reduced |
| Zions Bancorporation, National Association | 4,117 | $1.38M | 0.08% | +3,076+295.5% | Added |
| Quantitative Investment Management, LLC | 4,095 | $1.37M | 0.15% | +4,095 | New |
| Clear Creek Financial Management, LLC | 4,058 | $1.36M | 0.09% | +711+21.2% | Added |
| Insigneo Advisory Services, LLC | 4,052 | $1.36M | 0.05% | +2,018+99.2% | Added |
| Outlook Wealth Advisors, LLC | 4,070 | $1.35M | 0.29% | −288−6.6% | Reduced |
| PDS Planning, Inc | 4,032 | $1.35M | 0.08% | +142+3.7% | Added |
| BostonPremier Wealth LLC | 4,018 | $1.35M | 0.57% | +190+5.0% | Added |
| Savvy Advisors, Inc. | 4,015 | $1.34M | 0.03% | +983+32.4% | Added |
| AlTi Global, Inc. | 3,968 | $1.33M | 0.03% | −977−19.8% | Reduced |
| Profund Advisors LLC | 3,967 | $1.33M | 0.04% | +126+3.3% | Added |
| Hobbs Group Advisors, LLC | 3,960 | $1.33M | 0.35% | −1,369−25.7% | Reduced |
| Lederer & Associates Investment Counsel | 3,937 | $1.32M | 0.87% | −687−14.9% | Reduced |
| Tactive Advisors, LLC | 3,935 | $1.32M | 0.32% | +105+2.7% | Added |
| Wright Investors Service Inc | 3,934 | $1.32M | 0.36% | −2,060−34.4% | Reduced |
| Veracity Capital LLC | 3,932 | $1.32M | 0.36% | −865−18.0% | Reduced |
| Catalytic Wealth RIA, LLC | 3,878 | $1.30M | 0.07% | +229+6.3% | Added |
| Applied Finance Capital Management, LLC | 3,874 | $1.30M | 0.10% | +3,874 | New |
| Pension & Wealth Management Advisors, Inc. | 3,852 | $1.29M | 0.35% | −154−3.8% | Reduced |
| Galaxy Digital Capital Management GP LLC | 3,849 | $1.29M | 0.77% | −4,781−55.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,847 | $1.29M | 0.01% | +298+8.4% | Added |
| Havemeyer Place LP | 3,831 | $1.28M | 0.13% | +3,831 | New |
| Smith, Moore & Co. | 3,813 | $1.28M | 0.08% | +120+3.2% | Added |
| Argent Trust Co | 3,804 | $1.27M | 0.04% | −431−10.2% | Reduced |
| Rakuten Securities, Inc. | 3,803 | $1.27M | 0.30% | +258+7.3% | Added |
| Inspire Advisors, LLC | 3,800 | $1.27M | 0.09% | −423−10.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $1.27M | 0.04% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,768 | $1.26M | 0.01% | +3,768 | New |
| Catalyst Capital Advisors LLC | 3,765 | $1.26M | 0.02% | −1,660−30.6% | Reduced |
| Precision Wealth Strategies, LLC | 3,748 | $1.25M | 0.38% | −1,860−33.2% | Reduced |
| Seelaus Asset Management LLC | 3,706 | $1.24M | 0.87% | −144−3.7% | Reduced |
| Quadrature Capital Ltd | 3,700 | $1.24M | 0.01% | +3,700 | New |
| Simmons Bank | 3,669 | $1.23M | 0.07% | +2,211+151.6% | Added |
| Ballentine Partners, LLC | 3,666 | $1.23M | 0.01% | +213+6.2% | Added |
| Bessemer Group Inc | 3,660 | $1.23M | 0.00% | +1,486+68.4% | Added |
| Leavell Investment Management, Inc. | 3,637 | $1.22M | 0.04% | −82−2.2% | Reduced |
| LightSquare Wealth Management, LLC | 3,632 | $1.22M | 0.84% | −40−1.1% | Reduced |
| Fedenia Advisers LLC | 3,630 | $1.22M | 0.29% | +220+6.5% | Added |
| Concentrum Wealth Management | 3,622 | $1.21M | 0.29% | +282+8.4% | Added |
| First Community Trust NA | 3,615 | $1.21M | 0.55% | +1,009+38.7% | Added |
| Range Financial Group LLC | 3,608 | $1.21M | 0.33% | +987+37.7% | Added |
| F/M Investments LLC | 3,608 | $1.21M | 0.06% | +1,632+82.6% | Added |
| Cigna Investments Inc | 3,602 | $1.21M | 0.16% | 00.0% | Unchanged |
| MWA Asset Management | 3,588 | $1.20M | 0.54% | −132−3.5% | Reduced |
| Birch Hill Investment Advisors LLC | 3,585 | $1.20M | 0.05% | −40−1.1% | Reduced |
| Element Squared LLC | 3,585 | $1.20M | 0.60% | +3,585 | New |
| Herold Advisors, Inc. | 3,531 | $1.18M | 0.23% | −236−6.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,527 | $1.18M | 0.01% | +16+0.5% | Added |
| Frec Markets, Inc. | 3,527 | $1.18M | 0.11% | +976+38.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 3,510 | $1.17M | 0.04% | +2,624+296.2% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $1.17M | 0.77% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,500 | $1.17M | 0.21% | +3,500 | New |
| Calton & Associates, Inc. | 3,466 | $1.16M | 0.17% | −392−10.2% | Reduced |
| Richmond Investment Services, LLC | 3,460 | $1.16M | 0.37% | −3,883−52.9% | Reduced |
| National Wealth Management Group, LLC | 3,412 | $1.14M | 0.35% | −200−5.5% | Reduced |
| 1776 Wealth LLC | 3,436 | $1.14M | 0.40% | +150+4.6% | Added |
| Fort Sheridan Advisors LLC | 3,396 | $1.14M | 0.12% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 3,776 | $1.13M | 1.31% | −460−10.9% | Reduced |
| Stonebridge Financial Group, LLC | 3,386 | $1.13M | 0.16% | +3,386 | New |
| TigerOak Management, L.L.C. | 3,382 | $1.13M | 0.32% | +1,019+43.1% | Added |
| West Michigan Advisors, LLC | 3,363 | $1.13M | 0.21% | −10−0.3% | Reduced |
| Advisors Capital Management, LLC | 3,360 | $1.13M | 0.01% | −44−1.3% | Reduced |
| Armis Advisers, LLC | 3,529 | $1.12M | 0.10% | +701+24.8% | Added |
| Beacon Financial Planning, Inc | 3,344 | $1.12M | 0.38% | −34−1.0% | Reduced |
| Sowell Financial Services LLC | 3,329 | $1.11M | 0.04% | +129+4.0% | Added |
| Sagespring Wealth Partners, LLC | 3,320 | $1.11M | 0.02% | +358+12.1% | Added |
| Bosman Wealth Management, LLC | 3,318 | $1.11M | 0.69% | +1,595+92.6% | Added |
| CAPROCK Group, Inc. | 3,306 | $1.11M | 0.02% | −4,694−58.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,288 | $1.10M | 0.03% | −143−4.2% | Reduced |
| American Trust | 3,278 | $1.10M | 0.08% | +238+7.8% | Added |
| Grandview Asset Management LLC | 3,265 | $1.09M | 0.27% | +10.0% | Added |
| Levin Capital Strategies, L.P. | 3,243 | $1.09M | 0.07% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,237 | $1.08M | 0.14% | +23+0.7% | Added |
| Simplicity Wealth,LLC | 3,236 | $1.08M | 0.04% | +939+40.9% | Added |
| Globeflex Capital L P | 3,235 | $1.08M | 0.14% | −1,165−26.5% | Reduced |
| Davenport & Co LLC | 3,233 | $1.08M | 0.01% | +269+9.1% | Added |
| WealthBridge Capital Management, LLC | 3,223 | $1.08M | 0.21% | −707−18.0% | Reduced |
| Transcend Wealth Collective, LLC | 3,223 | $1.08M | 0.07% | +905+39.0% | Added |
| Petra Financial Advisors Inc | 3,214 | $1.08M | 0.50% | +3,214 | New |
| Stableford Capital II LLC | 3,213 | $1.08M | 0.37% | +3,213 | New |
| Holderness Investments Co | 3,207 | $1.07M | 0.18% | +96+3.1% | Added |