Skip to main content
Livermore
Livermore
ZHEN

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

Q3 2026 data is still coming in: 5 institutions have reported holding VRT so far. See Q3 2026

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.

Institutional holdersQ2 2026: 2,061 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ2 2026: $105.0B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2026.

Institutions holding VRT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Purpose Unlimited Inc.1,500$502.2K0.02%00.0%Unchanged
Cito Capital Group, LLC1,500$502.0K0.14%00.0%Unchanged
CWA Asset Management Group, LLC1,495$500.6K0.02%+1,495New
Perennial Investment Advisors, LLC1,491$499.5K0.03%−49−3.2%Reduced
Capital Advisors Inc1,484$496.9K0.01%+39+2.7%Added
Campbell & CO Investment Adviser LLC1,484$496.9K0.03%+1,484New
Ascent Group, LLC1,481$495.9K0.01%+1,481New
Foster Victor Wealth Advisors, LLC1,629$494.5K0.03%−353−17.8%Reduced
Cardinal Point Capital Management, ULC1,468$491.7K0.03%+608+70.7%Added
United Community Bank1,467$491.2K0.15%+452+44.5%Added
Alta Advisers Ltd1,463$489.8K0.11%00.0%Unchanged
Texas Yale Capital Corp.1,462$489.5K0.01%+150+11.4%Added
First Citizens Bank & Trust Co1,460$488.8K0.01%−311−17.6%Reduced
Lebenthal Global Advisors, LLC1,459$488.5K0.07%−527−26.5%Reduced
Quantum Financial Partners LLC1,459$488.5K0.25%+1,459New
Poinciana Advisors Group, LLC1,457$487.8K0.36%−166−10.2%Reduced
PFG Advisors1,453$486.5K0.02%+100+7.4%Added
Resonant Capital Advisors, LLC1,452$486.2K0.02%+328+29.2%Added
Langley Wealth Management, LLC1,446$484.3K0.47%+1,446New
Enclave Advisors LLC1,442$483.0K0.06%−173−10.7%Reduced
Fulton Bank, N.A.1,442$482.8K0.01%−23−1.6%Reduced
Legacy Wealth Management, LLC1,439$481.7K0.12%+17+1.2%Added
Conning Inc.1,437$481.1K0.01%+1,437New
Mather Group, LLC.1,435$480.6K0.00%+998+228.4%Added
Aft, Forsyth & Company, Inc.1,430$478.8K0.23%+1,430New
McKinley Carter Wealth Services, Inc.1,429$478.4K0.02%00.0%Unchanged
LBMC Investment Advisors, LLC1,428$478.2K0.03%+1,428New
Verdence Capital Advisors LLC1,427$477.7K0.03%+5+0.4%Added
Picton Mahoney Asset Management1,426$477.5K0.00%−336−19.1%Reduced
YHB Investment Advisors, Inc.1,423$476.4K0.03%+452+46.5%Added
E Fund Management Co., Ltd.1,422$476.1K0.01%−9,626−87.1%Reduced
Mosaic Family Wealth Partners, LLC1,420$475.5K0.03%+1,420New
Massmutual Trust Co FSB1,419$475.1K0.01%+259+22.3%Added
XML Financial, LLC1,415$473.8K0.03%−295−17.3%Reduced
Liberty One Investment Management, LLC1,414$473.4K0.05%+44+3.2%Added
Narwhal Capital Management1,404$470.1K0.03%−551−28.2%Reduced
Valmark Advisers, Inc.1,401$469.1K0.00%+223+18.9%Added
SeaCrest Wealth Management, LLC1,401$469.1K0.05%−159−10.2%Reduced
Michael S. Ryan, Inc.1,396$467.4K0.23%+1+0.1%Added
Optimize Financial Inc1,390$465.4K0.17%−4−0.3%Reduced
Sound Capital Solutions LLC1,390$465.4K0.11%+1,390New
Focused Alpha, LLC1,381$462.4K0.12%+1,381New
NFP Retirement, Inc.1,380$462.1K0.03%+4+0.3%Added
Lynch & Associates1,375$460.4K0.08%+525+61.8%Added
Ingalls & Snyder LLC1,371$459.0K0.01%−272−16.6%Reduced
Elevatus Welath Management1,370$458.9K0.11%+249+22.2%Added
ASB Consultores, LLC1,369$458.4K1.41%00.0%Unchanged
Fortune 45 LLC1,361$455.9K0.19%+118+9.5%Added
Umb Bank N A1,353$453.0K0.01%+1,023+310.0%Added
Shay Capital LLC1,350$452.0K0.05%−750−35.7%Reduced
Compagnie Lombard Odier SCmA1,350$452.0K0.00%00.0%Unchanged
Mizuho Markets Cayman LP1,349$451.7K0.02%+1,349New
Empire Financial Management Company, LLC1,347$451.0K0.18%−60−4.3%Reduced
V-Square Quantitative Management LLC1,340$448.7K0.04%−71−5.0%Reduced
Independent Wealth Network Inc.1,340$448.7K0.11%+309+30.0%Added
Mesirow Financial Investment Management, Inc.1,336$447.5K0.01%+481+56.3%Added
Catalyst Financial Partners LLC1,336$447.3K0.04%+353+35.9%Added
Westco Advisory Services Inc1,332$446.0K0.27%+42+3.3%Added
Excelsior Advisor Network LLC1,326$444.0K0.06%+1,326New
FDx Advisors, Inc.1,320$442.0K0.13%−773−36.9%Reduced
Twin Tree Management, LP1,310$438.6K0.07%+1,310New
Northland Securities, Inc.1,301$435.6K0.25%00.0%Unchanged
RIA Advisory Group LLC1,300$435.3K0.10%+5+0.4%Added
Ashford Capital Management Inc1,300$435.3K0.05%00.0%Unchanged
Strive Financial Group ,LLC1,297$434.3K0.19%+740+132.9%Added
Angeles Wealth Management, LLC1,293$432.9K0.02%+165+14.6%Added
Perfromance Wealth Partners, LLC1,288$431.2K0.01%00.0%Unchanged
Founders Financial Alliance, LLC1,283$429.6K0.06%−193−13.1%Reduced
Moment Partners, LLC1,281$428.9K0.08%+69+5.7%Added
Verity & Verity, LLC1,280$428.6K0.03%00.0%Unchanged
Clear Harbor Asset Management, LLC1,270$425.2K0.03%−4,037−76.1%Reduced
Signature Equity Partners, LLC1,262$422.6K0.19%+598+90.1%Added
Ledyard National Bank1,261$422.2K0.03%−268−17.5%Reduced
Legacy Financial Advisors, Inc.1,255$420.3K0.05%+249+24.8%Added
Elequin Capital LP1,250$418.5K0.01%+1,250New
Facet Wealth, Inc.1,249$418.2K0.01%+286+29.7%Added
Capstone Wealth Management, LLC1,249$418.2K0.19%+1,249New
Gateway Wealth Partners, LLC1,246$417.2K0.03%−825−39.8%Reduced
TCFG Investment Advisors, LLC1,245$416.9K0.14%+95+8.3%Added
Teza Capital Management LLC1,239$414.8K0.80%+1,239New
A&I Financial Services, LLC1,232$412.5K0.18%00.0%Unchanged
Fragasso Group Inc.1,232$412.5K0.02%+107+9.5%Added
Winthrop Advisory Group LLC1,231$412.3K0.03%+1,231New
Pinpoint Asset Management (Singapore) Pte. Ltd.1,230$411.8K0.08%+1,230New
Wesbanco Bank Inc1,220$408.5K0.01%+320+35.6%Added
Woodward Diversified Capital, LLC1,216$407.1K0.18%+23+1.9%Added
Wellspring Financial Advisors, LLC1,216$407.1K0.03%+56+4.8%Added
Watershed Private Wealth LLC1,210$405.1K0.11%00.0%Unchanged
Evergreen Wealth Solutions, LLC1,411$405.0K0.02%−61−4.1%Reduced
TRB Wealth Management, LLC1,201$402.1K0.05%00.0%Unchanged
Holistic Financial Partners1,200$401.8K0.25%−226−15.8%Reduced
KRS Capital Management, LLC1,195$400.1K0.19%+170+16.6%Added
Auxier Asset Management1,190$398.4K0.05%00.0%Unchanged
Hengehold Capital Management LLC1,189$398.1K0.03%+92+8.4%Added
Evexia Wealth LLC1,512$397.8K0.11%+465+44.4%Added
Diversified Enterprises, LLC1,185$396.8K0.02%+140+13.4%Added
Modera Wealth Management, LLC1,184$396.4K0.00%−942−44.3%Reduced
Legacy Capital Group California, Inc.1,182$395.8K0.12%+15+1.3%Added
SmartHarvest Portfolios, LLC1,175$393.6K0.13%+190+19.3%Added
Legend Capital Advisors LLC1,171$392.1K0.21%00.0%Unchanged