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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 2,466 | $825.7K | 0.04% | +445+22.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,464 | $825.0K | 0.21% | −123−4.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,460 | $823.7K | 0.30% | +41+1.7% | Added |
| Aaron Wealth Advisors | 2,459 | $823.3K | 0.04% | −699−22.1% | Reduced |
| Rollins Financial Advisors, LLC | 2,457 | $822.6K | 0.11% | +656+36.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,456 | $822.3K | 0.01% | +623+34.0% | Added |
| Clay Northam Wealth Management, LLC | 2,455 | $822.0K | 0.40% | +205+9.1% | Added |
| SPX Equities Gestao de Recursos Ltda | 2,454 | $821.6K | 0.09% | +2,454 | New |
| Longaeva Partners L.P. | 2,445 | $818.6K | 0.02% | −7,521−75.5% | Reduced |
| Wedbush Fund Advisers, LLC | 2,445 | $818.6K | 0.07% | +2,445 | New |
| Roman Butler Fullerton & Co | 2,670 | $816.6K | 0.19% | +304+12.8% | Added |
| NorthRock Partners, LLC | 2,430 | $813.7K | 0.01% | +913+60.2% | Added |
| Matrix Trust Co | 2,427 | $813.0K | 0.12% | +2,427 | New |
| Donoghue Forlines LLC | 2,419 | $809.9K | 0.21% | +2,419 | New |
| Gladstone Institutional Advisory LLC | 2,417 | $809.4K | 0.03% | +468+24.0% | Added |
| Howard Capital Management Inc. | 2,408 | $806.2K | 0.01% | +1,475+158.1% | Added |
| Elm Partners Management LLC | 2,408 | $806.1K | 0.03% | −16,645−87.4% | Reduced |
| Rathbone Brothers plc | 2,401 | $803.9K | 0.00% | +832+53.0% | Added |
| Platform Technology Partners | 2,399 | $803.1K | 0.13% | +10.0% | Added |
| Costello Asset Management, INC | 2,397 | $802.6K | 0.24% | −100−4.0% | Reduced |
| Rehmann Capital Advisory Group | 2,392 | $800.9K | 0.04% | +266+12.5% | Added |
| Liberty Wealth Management LLC | 3,186 | $799.9K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,387 | $799.2K | 0.04% | +347+17.0% | Added |
| AdvisorShares Investments LLC | 2,385 | $798.5K | 0.10% | +1,054+79.2% | Added |
| Diametric Capital, LP | 2,379 | $796.5K | 0.08% | +2,379 | New |
| Investment Management Trust, LLC | 2,377 | $795.9K | 0.71% | +325+15.8% | Added |
| Norden Group LLC | 2,372 | $794.3K | 0.07% | +67+2.9% | Added |
| Rockland Trust Co | 2,358 | $789.5K | 0.03% | −24−1.0% | Reduced |
| AlphaCore Capital LLC | 2,357 | $789.2K | 0.01% | +454+23.9% | Added |
| HBK Sorce Advisory LLC | 2,829 | $786.3K | 0.02% | +49+1.8% | Added |
| CRA Financial Services, LLC | 2,343 | $784.5K | 0.09% | +15+0.6% | Added |
| LeConte Wealth Management, LLC | 2,340 | $783.5K | 0.43% | +212+10.0% | Added |
| Balance Wealth, LLC | 2,315 | $775.0K | 0.21% | +166+7.7% | Added |
| Invested Advisors | 2,307 | $772.4K | 0.68% | −12−0.5% | Reduced |
| Soltis Investment Advisors LLC | 2,303 | $771.2K | 0.04% | +338+17.2% | Added |
| Goldenstone Wealth Management LLC | 2,301 | $770.3K | 0.50% | +32+1.4% | Added |
| Blueshift Asset Management, LLC | 2,297 | $769.1K | 0.18% | +522+29.4% | Added |
| Sound Income Strategies, LLC | 2,289 | $766.5K | 0.03% | +1,891+475.1% | Added |
| LexAurum Advisors, LLC | 2,287 | $765.8K | 0.09% | −602−20.8% | Reduced |
| Caisse des Depots Et Consignations | 2,282 | $764.1K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,280 | $763.4K | 0.02% | +2,280 | New |
| HM Payson & Co | 2,278 | $762.7K | 0.01% | −45−1.9% | Reduced |
| Sandler Capital Management | 2,273 | $761.0K | 0.45% | +2,273 | New |
| Prospect Financial Services LLC | 2,272 | $760.8K | 0.39% | +33+1.5% | Added |
| Kaufman Rossin Wealth, LLC | 2,348 | $760.6K | 0.36% | −8−0.3% | Reduced |
| Financial Partners Group, Inc | 2,254 | $754.7K | 0.08% | −332−12.8% | Reduced |
| RMR Wealth Builders | 2,254 | $754.5K | 0.05% | +108+5.0% | Added |
| Portside Wealth Group, LLC | 2,252 | $754.0K | 0.09% | +541+31.6% | Added |
| Westhampton Capital, LLC | 2,244 | $751.3K | 0.31% | +779+53.2% | Added |
| Alessandra Capital Management, LLC | 2,243 | $751.0K | 0.53% | +2,243 | New |
| Avail Investment Partners, LLC | 2,233 | $747.7K | 0.58% | +221+11.0% | Added |
| Essex Financial Services, Inc. | 2,229 | $746.3K | 0.04% | −250−10.1% | Reduced |
| Ignite Planners, LLC | 2,223 | $745.0K | 0.10% | +814+57.8% | Added |
| Wealth Intelligence, LLC | 2,221 | $743.6K | 0.35% | −890−28.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,221 | $743.6K | 0.23% | +10.0% | Added |
| bLong Financial, LLC | 2,220 | $743.3K | 0.48% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,217 | $742.5K | 0.09% | +185+9.1% | Added |
| Geneos Wealth Management Inc. | 2,199 | $736.4K | 0.02% | +18+0.8% | Added |
| Legato Capital Management LLC | 2,195 | $734.9K | 0.06% | −951−30.2% | Reduced |
| IHT Wealth Management, LLC | 2,178 | $729.1K | 0.02% | +239+12.3% | Added |
| Visionary Wealth Advisors | 2,172 | $727.3K | 0.03% | +134+6.6% | Added |
| Ruggiero Investments, Inc. | 2,172 | $727.2K | 0.62% | +601+38.3% | Added |
| L2 Asset Management, LLC | 2,164 | $724.5K | 0.08% | +132+6.5% | Added |
| TD Private Client Wealth LLC | 2,161 | $723.5K | 0.01% | +319+17.3% | Added |
| Aire Advisors, LLC | 2,154 | $721.2K | 0.12% | −16−0.7% | Reduced |
| Waterfront Wealth Inc. | 2,250 | $717.4K | 0.11% | 00.0% | Unchanged |
| 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 |
| Texas Capital Bank Wealth Management Services Inc | 2,136 | $715.2K | 0.04% | −885−29.3% | Reduced |
| Archford Capital Strategies, LLC | 2,129 | $712.8K | 0.07% | +240+12.7% | Added |
| Personal Cfo Solutions, LLC | 2,127 | $712.1K | 0.10% | +193+10.0% | Added |
| Ariadne Wealth Management, LP | 2,115 | $708.1K | 0.31% | −258−10.9% | Reduced |
| Sentinus, LLC | 2,113 | $707.5K | 0.06% | −423−16.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,112 | $707.2K | 0.09% | +14+0.7% | Added |
| Redwood Family Wealth LLC | 2,111 | $706.8K | 0.63% | +4+0.2% | Added |
| Secure Asset Management, LLC | 2,108 | $705.9K | 0.10% | −182−7.9% | Reduced |
| Stevens Capital Management LP | 2,096 | $702.0K | 0.17% | −4,760−69.4% | Reduced |
| GGM Financials LLC | 2,093 | $700.7K | 0.27% | +10.0% | Added |
| Register Financial Advisors LLC | 2,085 | $698.3K | 0.21% | +165+8.6% | Added |
| OpenArc Corporate Advisory, LLC | 2,084 | $697.8K | 0.01% | +116+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 2,066 | $691.7K | 0.17% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 2,065 | $691.4K | 0.19% | −100−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,062 | $690.4K | 0.01% | +585+39.6% | Added |
| McGowan Group Asset Management, Inc. | 2,056 | $688.3K | 0.08% | +848+70.2% | Added |
| Proficio Capital Partners LLC | 2,039 | $682.7K | 0.02% | +2,039 | New |
| Intrua Financial, LLC | 2,039 | $682.6K | 0.06% | +223+12.3% | Added |
| Midwest Trust Co | 2,028 | $679.1K | 0.01% | +201+11.0% | Added |
| Cahill Financial Advisors Inc | 2,019 | $676.0K | 0.06% | 00.0% | Unchanged |
| Sym Financial Corp | 2,017 | $675.3K | 0.05% | −192−8.7% | Reduced |
| United Advisor Group, LLC | 2,010 | $673.1K | 0.07% | +985+96.1% | Added |
| Avise Financial Cooperative, Inc. | 2,008 | $672.2K | 0.48% | −165−7.6% | Reduced |
| Investment Partners, Ltd. | 2,006 | $671.5K | 0.21% | +10.0% | Added |
| Kerr Financial Planning Corp | 2,006 | $671.4K | 0.75% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $671.3K | 0.16% | 0 | Unchanged |
| Canton Hathaway, LLC | 2,000 | $669.6K | 0.13% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,999 | $669.5K | 0.11% | +1,999 | New |
| Nautilus Advisors LLC | 2,099 | $669.2K | 0.39% | −100−4.5% | Reduced |
| Miracle Mile Advisors, LLC | 1,999 | $669.2K | 0.01% | +603+43.2% | Added |
| Onyx Bridge Wealth Group LLC | 1,991 | $666.7K | 0.06% | +83+4.4% | Added |
| Philip James Wealth Mangement, LLC | 1,986 | $665.0K | 0.07% | −730−26.9% | Reduced |