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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 3,201 | $1.07M | 0.01% | +703+28.1% | Added |
| Larson Financial Group LLC | 3,200 | $1.07M | 0.03% | +443+16.1% | Added |
| Trivant Custom Portfolio Group, LLC | 3,198 | $1.07M | 0.57% | +187+6.2% | Added |
| Dover Advisors, LLC | 6,582 | $1.07M | 0.44% | +1,712+35.2% | Added |
| Schmidt P J Investment Management Inc | 3,178 | $1.06M | 0.17% | +40+1.3% | Added |
| Nemes Rush Group LLC | 3,171 | $1.06M | 0.09% | +209+7.1% | Added |
| KG&L Capital Management,LLC | 3,166 | $1.06M | 0.63% | +3,166 | New |
| Laurion Capital Management LP | 3,122 | $1.05M | 0.08% | +722+30.1% | Added |
| RMB Capital Management, LLC | 3,119 | $1.04M | 0.02% | +31+1.0% | Added |
| Fairfield Financial Advisors, LTD | 3,119 | $1.04M | 0.41% | +51+1.7% | Added |
| Sharp Financial Services, LLC | 3,105 | $1.04M | 0.48% | +150+5.1% | Added |
| Magnolia Capital Management Ltd | 3,100 | $1.04M | 0.72% | −640−17.1% | Reduced |
| Patten Group, Inc. | 3,092 | $1.04M | 0.16% | +3,092 | New |
| Stratos Wealth Advisors, LLC | 3,065 | $1.03M | 0.06% | +1,264+70.2% | Added |
| Mindset Wealth Management, LLC | 3,063 | $1.03M | 0.20% | −444−12.7% | Reduced |
| Forefront Wealth Partners, LLC | 3,061 | $1.03M | 0.32% | −69−2.2% | Reduced |
| Jacobi Capital Management LLC | 3,061 | $1.02M | 0.05% | −132−4.1% | Reduced |
| Quadrant Capital Group LLC | 3,054 | $1.02M | 0.03% | +1,950+176.6% | Added |
| SFE Investment Counsel | 3,039 | $1.02M | 0.14% | −13−0.4% | Reduced |
| RFG Advisory, LLC | 3,036 | $1.02M | 0.02% | −1,997−39.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,032 | $1.02M | 0.23% | +3,032 | New |
| Formuepleje A/S | 3,013 | $1.01M | 0.08% | +3,013 | New |
| Hohimer Wealth Management, LLC | 3,005 | $1.01M | 0.10% | +63+2.1% | Added |
| Aspetuck Financial Management LLC | 3,003 | $1.01M | 0.59% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,002 | $1.00M | 0.06% | +27+0.9% | Added |
| Point72 Asset Management, L.P. | 3,000 | $1.00M | 0.00% | +3,000 | New |
| Caerus Investment Advisors, LLC | 2,999 | $1.00M | 0.34% | −164−5.2% | Reduced |
| TFR Capital, LLC. | 2,983 | $998.8K | 0.28% | +2,983 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,968 | $993.6K | 0.00% | +545+22.5% | Added |
| Pinnacle Financial Partners, Inc. | 2,947 | $986.9K | 0.01% | +603+25.7% | Added |
| Alta Capital Management LLC | 2,943 | $985.7K | 0.07% | 00.0% | Unchanged |
| Western Financial Corp | 2,938 | $983.7K | 0.29% | +1,259+75.0% | Added |
| Hantz Financial Services, Inc. | 2,935 | $983.0K | 0.01% | −806−21.5% | Reduced |
| Moran Wealth Management, LLC | 2,933 | $982.0K | 0.03% | +273+10.3% | Added |
| Guerra Pan Advisors, LLC | 2,930 | $981.0K | 0.55% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 2,925 | $979.3K | 0.33% | −1,034−26.1% | Reduced |
| Generali Investments, Management Co LLC | 2,925 | $979.3K | 0.21% | +2,744+1,516.0% | Added |
| Investors Asset Management of Georgia Inc | 2,920 | $977.7K | 0.34% | 00.0% | Unchanged |
| Quantessence Capital LLC | 2,903 | $972.0K | 2.86% | +2,903 | New |
| Tyche Wealth Partners LLC | 2,902 | $971.6K | 0.14% | +375+14.8% | Added |
| Paradigm Asset Management Co LLC | 2,900 | $971.0K | 0.21% | +2,900 | New |
| Redwood Financial Network Corp | 2,895 | $969.5K | 0.54% | −302−9.4% | Reduced |
| Great Lakes Advisors, LLC | 2,883 | $965.3K | 0.01% | +89+3.2% | Added |
| Dudley Capital Management, LLC | 2,875 | $962.6K | 0.39% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 2,861 | $957.9K | 0.06% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,860 | $957.6K | 0.21% | +18+0.6% | Added |
| C M Bidwell & Associates Ltd | 2,842 | $951.6K | 0.39% | −1,850−39.4% | Reduced |
| Atticus Wealth Management, LLC | 2,829 | $947.3K | 0.23% | −16−0.6% | Reduced |
| Horizon Family Wealth, Inc. | 2,821 | $944.5K | 0.43% | +44+1.6% | Added |
| GWN Securities Inc. | 2,797 | $936.6K | 0.16% | +244+9.6% | Added |
| Hanseatic Management Services Inc | 2,785 | $932.5K | 0.69% | +350+14.4% | Added |
| Smartleaf Asset Management LLC | 3,037 | $932.3K | 0.03% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 2,783 | $931.8K | 0.24% | −987−26.2% | Reduced |
| Optas, LLC | 2,776 | $929.5K | 0.13% | −90−3.1% | Reduced |
| XTX Topco Ltd | 2,770 | $927.5K | 0.01% | −3,988−59.0% | Reduced |
| Leonteq Securities AG | 2,730 | $914.1K | 0.05% | +290+11.9% | Added |
| Trust Co of Vermont | 2,728 | $913.4K | 0.03% | +2,728 | New |
| AdvisorNet Financial, Inc | 2,724 | $912.1K | 0.04% | −849−23.8% | Reduced |
| Private Trust Co NA | 2,715 | $909.0K | 0.07% | −933−25.6% | Reduced |
| Opinicus Capital, Inc. | 2,705 | $905.7K | 0.48% | −255−8.6% | Reduced |
| Inscription Capital, LLC | 2,703 | $905.1K | 0.08% | +1,250+86.0% | Added |
| Vaquero Private Wealth, Ltd | 2,700 | $904.0K | 0.19% | +2,700 | New |
| Vision Retirement, LLC | 2,699 | $903.8K | 0.22% | +2,188+428.2% | Added |
| Chicago Trust Co NA | 2,697 | $903.0K | 0.13% | −570−17.4% | Reduced |
| Saiph Capital, LLC | 2,696 | $902.7K | 0.27% | +1,823+208.8% | Added |
| Beacon Financial Advisory LLC | 2,682 | $898.1K | 0.18% | +97+3.8% | Added |
| Daybright Advisory Services, Inc. | 3,706 | $895.3K | 0.21% | +10.0% | Added |
| Aureus Asset Management, LLC | 2,673 | $895.0K | 0.05% | −1,000−27.2% | Reduced |
| Cambria Investment Management, L.P. | 2,664 | $892.0K | 0.04% | −7−0.3% | Reduced |
| Benjamin Edwards Inc | 2,663 | $891.7K | 0.01% | +647+32.1% | Added |
| Family Legacy Financial Solutions, LLC | 2,654 | $888.5K | 0.54% | −526,865−99.5% | Reduced |
| Clark Financial Services Group Inc | 2,652 | $887.9K | 0.42% | +442+20.0% | Added |
| LaSalle St. Investment Advisors, LLC | 2,651 | $887.6K | 0.11% | −1,687−38.9% | Reduced |
| BTG Pactual Asset Management US LLC | 2,649 | $886.9K | 0.07% | −49−1.8% | Reduced |
| Sunpointe, LLC | 2,640 | $884.1K | 0.25% | −13−0.5% | Reduced |
| Advyzon Investment Management, LLC | 2,636 | $882.6K | 0.06% | −948−26.5% | Reduced |
| Nations Financial Group Inc, | 2,633 | $881.6K | 0.04% | −44−1.6% | Reduced |
| Millennium Capital Advisors, LLC | 2,628 | $879.9K | 0.48% | +67+2.6% | Added |
| Accurate Wealth Management, LLC | 2,742 | $874.5K | 0.08% | −265−8.8% | Reduced |
| Gryphon Financial Partners LLC | 2,605 | $872.2K | 0.08% | +744+40.0% | Added |
| Willner & Heller, LLC | 2,595 | $868.9K | 0.54% | −218−7.7% | Reduced |
| Plan A Wealth LLC | 2,594 | $868.5K | 0.37% | +107+4.3% | Added |
| Argonautica Private Wealth Management, Inc | 2,585 | $865.5K | 0.21% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 2,576 | $862.4K | 0.09% | +1,571+156.3% | Added |
| Titleist Asset Management, LLC | 2,585 | $861.8K | 0.06% | −591−18.6% | Reduced |
| Greenleaf Trust | 2,561 | $857.5K | 0.01% | +756+41.9% | Added |
| SageGuard Financial Group, LLC | 2,548 | $853.1K | 0.12% | +2,548 | New |
| Washburn Capital Management, Inc. | 2,525 | $845.4K | 0.42% | +175+7.4% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,523 | $844.8K | 0.15% | +302+13.6% | Added |
| Advisor OS, LLC | 2,523 | $844.7K | 0.06% | −868−25.6% | Reduced |
| Requisite Capital Management, LLC | 2,515 | $842.0K | 0.14% | +100+4.1% | Added |
| Bluesphere Advisors, LLC | 2,506 | $839.1K | 0.26% | −303−10.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 2,504 | $838.4K | 0.11% | −430−14.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,500 | $837.0K | 0.07% | +148+6.3% | Added |
| Elm3 Financial Group, LLC | 2,491 | $834.1K | 0.57% | +229+10.1% | Added |
| Three Seasons Wealth, LLC | 2,491 | $834.0K | 0.08% | +2,491 | New |
| Rational Advisors LLC | 2,482 | $831.0K | 0.08% | −539−17.8% | Reduced |
| Pitcairn Wealth Advisors LLC | 2,481 | $830.7K | 0.09% | −1,449−36.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,471 | $827.3K | 0.05% | −255−9.4% | Reduced |
| Optimist Retirement Group LLC | 2,468 | $826.3K | 0.32% | +61+2.5% | Added |