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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 1,986 | $665.0K | 0.31% | −5,253−72.6% | Reduced |
| Barton Investment Management | 1,980 | $662.9K | 0.09% | −105−5.0% | Reduced |
| Cypress Asset Management Inc | 1,980 | $662.9K | 0.13% | +555+38.9% | Added |
| Founders Financial Securities LLC | 1,963 | $657.3K | 0.03% | −400−16.9% | Reduced |
| Brevan Howard Capital Management LP | 1,951 | $653.2K | 0.01% | −28,529−93.6% | Reduced |
| Crestwood Advisors Group LLC | 1,951 | $653.2K | 0.01% | +813+71.4% | Added |
| Family Management Corp | 1,937 | $648.5K | 0.07% | −286−12.9% | Reduced |
| Evergreen Capital Management LLC | 1,932 | $646.9K | 0.01% | +640+49.5% | Added |
| Quotient Wealth Partners, LLC | 1,926 | $645.0K | 0.02% | +113+6.2% | Added |
| Partners Capital Investment Group, LLP | 1,920 | $642.9K | 0.02% | −400−17.2% | Reduced |
| SJS Investment Consulting Inc. | 1,916 | $641.6K | 0.07% | +282+17.3% | Added |
| Colonial River Wealth Management, LLC | 1,916 | $641.5K | 0.18% | −65−3.3% | Reduced |
| Tred Avon Family Wealth, LLC | 1,911 | $639.8K | 0.20% | +13+0.7% | Added |
| Guinness Asset Management LTD | 1,910 | $639.5K | 0.01% | +233+13.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,907 | $638.5K | 0.04% | +531+38.6% | Added |
| Cyndeo Wealth Partners, LLC | 1,907 | $638.4K | 0.03% | −207−9.8% | Reduced |
| Brookwood Investment Group LLC | 1,906 | $638.2K | 0.07% | +473+33.0% | Added |
| USA Financial Formulas | 1,905 | $637.8K | 0.12% | +1,905 | New |
| Beacon Bridge Wealth Partners, LLC | 1,897 | $635.2K | 0.18% | +81+4.5% | Added |
| Raleigh Capital Management Inc. | 1,896 | $634.7K | 0.20% | −75−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,890 | $632.8K | 0.04% | +237+14.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,887 | $631.9K | 0.03% | +967+105.1% | Added |
| Symmetry Investments LP | 1,887 | $631.8K | 0.07% | +1,887 | New |
| Vann Equity Management LLC | 1,879 | $629.2K | 0.38% | +10+0.5% | Added |
| Montag A & Associates Inc | 1,875 | $627.8K | 0.03% | +75+4.2% | Added |
| Fiduciary Financial Group, LLC | 1,875 | $627.6K | 0.07% | −943−33.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,870 | $626.0K | 0.03% | +500+36.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,868 | $625.5K | 0.13% | +516+38.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,863 | $623.8K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,861 | $623.0K | 0.11% | +302+19.4% | Added |
| Syon Capital LLC | 1,860 | $622.8K | 0.03% | +1,014+119.9% | Added |
| Abel Hall, LLC | 1,855 | $621.1K | 0.11% | −10−0.5% | Reduced |
| Aprio Wealth Management, LLC | 1,852 | $620.2K | 0.03% | −4−0.2% | Reduced |
| Perpetual Ltd | 1,842 | $616.7K | 0.01% | −645−25.9% | Reduced |
| Hancock Whitney Corp | 1,836 | $614.7K | 0.01% | −68−3.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,833 | $613.7K | 0.02% | +412+29.0% | Added |
| Kingdom Financial Group LLC. | 1,814 | $607.5K | 0.16% | +457+33.7% | Added |
| Markin Volterra Fund LP | 1,814 | $607.4K | 2.06% | −991−35.3% | Reduced |
| Signal Advisors Wealth, LLC | 1,814 | $607.2K | 0.03% | +1,814 | New |
| Foresight Capital Management Advisors, Inc. | 1,793 | $600.3K | 0.29% | −163−8.3% | Reduced |
| QTR Family Wealth, LLC | 1,789 | $599.1K | 0.21% | +39+2.2% | Added |
| Greenland Capital Management LP | 1,785 | $597.7K | 0.11% | +1,785 | New |
| Buffalo Business & Estate Services Ltd | – | $594.2K | 0.07% | – | New |
| BSW Wealth Partners | 1,773 | $593.6K | 0.07% | −41−2.3% | Reduced |
| Congress Park Capital LLC | 1,770 | $592.6K | 0.16% | −25−1.4% | Reduced |
| Romano Brothers and Company | 1,761 | $589.6K | 0.06% | +179+11.3% | Added |
| Quarry LP | 1,745 | $584.3K | 0.09% | +1,227+236.9% | Added |
| Virtue Capital Management, LLC | 1,740 | $582.6K | 0.08% | +383+28.2% | Added |
| SageView Advisory Group, LLC | 1,735 | $581.0K | 0.02% | +402+30.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,734 | $580.6K | 0.06% | −60−3.3% | Reduced |
| Centerpoint Advisory Group | 1,731 | $579.6K | 0.37% | +145+9.1% | Added |
| West Family Investments, Inc. | 1,729 | $578.9K | 0.17% | +62+3.7% | Added |
| Prelude Capital Management, LLC | 1,720 | $575.9K | 0.04% | −246−12.5% | Reduced |
| Keebeck Wealth Management, LLC | 1,708 | $572.0K | 0.06% | +367+27.4% | Added |
| Symphony Financial, Ltd. Co. | 1,725 | $569.9K | 0.06% | +347+25.2% | Added |
| Blue Rock Wealth Management LLC | 1,700 | $569.2K | 0.32% | +800+88.9% | Added |
| Main Street Financial Solutions, LLC | 1,699 | $568.9K | 0.04% | +767+82.3% | Added |
| Oslo Pensjonsforsikring AS | 1,699 | $568.9K | 0.07% | +1,461+613.9% | Added |
| Avestar Capital, LLC | 1,696 | $567.9K | 0.03% | +1,696 | New |
| McGuire Investment Group, LLC | 1,688 | $565.2K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 1,687 | $564.8K | 0.10% | +1,687 | New |
| Ballast Rock Private Wealth LLC | 1,678 | $561.7K | 0.26% | 00.0% | Unchanged |
| McAdam, LLC | 1,678 | $561.7K | 0.02% | +279+19.9% | Added |
| Element Pointe Advisors, LLC | 1,676 | $561.2K | 0.09% | −2,426−59.1% | Reduced |
| RiverFront Investment Group, LLC | 1,670 | $559.1K | 0.01% | +408+32.3% | Added |
| Gen-Wealth Partners Inc | 1,663 | $556.7K | 0.15% | +2+0.1% | Added |
| Monograph Wealth Advisors, LLC | 1,658 | $555.1K | 0.05% | +113+7.3% | Added |
| Modern Wealth Management, LLC | 1,651 | $552.8K | 0.01% | +462+38.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,641 | $549.4K | 0.19% | −273−14.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,639 | $548.8K | 0.03% | −1,283−43.9% | Reduced |
| BIP Wealth, LLC | 1,639 | $548.7K | 0.02% | +122+8.0% | Added |
| Invst, LLC | 1,635 | $547.5K | 0.05% | +1,635 | New |
| Tran Capital Management, L.P. | 1,632 | $546.4K | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 1,628 | $545.1K | 0.01% | +148+10.0% | Added |
| Commerzbank Aktiengesellschaft | 1,624 | $544.0K | 0.01% | −90−5.3% | Reduced |
| Yarger Wealth Strategies, LLC | 1,701 | $542.5K | 0.19% | +199+13.2% | Added |
| Guardian Financial Partners, LLC | 1,620 | $542.4K | 0.21% | +1,620 | New |
| Galvin, Gaustad & Stein, LLC | 1,608 | $538.5K | 0.04% | −348−17.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,607 | $538.1K | 0.04% | −14−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 1,603 | $536.7K | 0.06% | +209+15.0% | Added |
| Empirical Asset Management, LLC | 1,602 | $536.3K | 0.12% | +90+6.0% | Added |
| Knightsbridge Asset Management, LLC | 1,601 | $536.0K | 0.07% | −64−3.8% | Reduced |
| Wealth Quarterback LLC | 1,595 | $533.9K | 0.16% | +49+3.2% | Added |
| Swisher Financial Concepts, Inc. | 1,575 | $527.4K | 0.33% | −2,347−59.8% | Reduced |
| Gilpin Wealth Management, LLC | 1,565 | $524.0K | 0.36% | −30−1.9% | Reduced |
| Western Wealth Management, LLC | 1,564 | $523.6K | 0.02% | +104+7.1% | Added |
| PCM Encore, LLC | 1,563 | $523.5K | 0.09% | +1,563 | New |
| Clear Wave Wealth Management LLC | 1,560 | $522.3K | 0.12% | −783−33.4% | Reduced |
| J. M. Brown & Associates Inc. | 1,549 | $518.6K | 0.30% | +1,549 | New |
| Northwest Wealth Management, LLC | 1,547 | $518.0K | 0.07% | −11−0.7% | Reduced |
| BXM Wealth LLC | 1,543 | $516.6K | 0.28% | +363+30.8% | Added |
| Childress Capital Advisors, LLC | 1,543 | $516.6K | 0.08% | −13−0.8% | Reduced |
| Capital Investment Advisors, LLC | 1,541 | $515.8K | 0.01% | +230+17.5% | Added |
| Cooper Financial Group | 1,531 | $512.6K | 0.04% | +1,531 | New |
| FSM Wealth Advisors, LLC | 1,528 | $511.5K | 0.05% | +69+4.7% | Added |
| Prentice Wealth Management LLC | 1,524 | $510.3K | 0.11% | +124+8.9% | Added |
| Wall Street Access Asset Management, LLC | 1,512 | $506.1K | 0.07% | +140+10.2% | Added |
| Severin Investments, LLC | 1,511 | $506.0K | 0.38% | −399−20.9% | Reduced |
| Root Financial Partners, LLC | 1,507 | $504.6K | 0.02% | +415+38.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,503 | $503.2K | 1.54% | +265+21.4% | Added |