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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 1,169 | $391.4K | 0.01% | +1,169 | New |
| First Dallas Securities Inc. | 1,165 | $390.2K | 0.13% | −175−13.1% | Reduced |
| Impact Capital Partners LLC | 1,165 | $390.1K | 0.11% | −32−2.7% | Reduced |
| Ethos Financial Group, LLC | 1,743 | $388.8K | 0.03% | −13−0.7% | Reduced |
| LVW Advisors, LLC | 1,160 | $388.4K | 0.03% | −37−3.1% | Reduced |
| Income Insurance Ltd | 1,157 | $387.4K | 0.23% | +100+9.5% | Added |
| Versant Capital Management, Inc | 1,156 | $387.1K | 0.03% | +34+3.0% | Added |
| Values First Advisors, Inc. | 1,155 | $386.8K | 0.18% | +128+12.5% | Added |
| Miramontes Capital, LLC | 1,155 | $386.7K | 0.12% | +1,155 | New |
| Smith Group Asset Management, LLC | 1,150 | $385.0K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 1,146 | $383.7K | 0.05% | +1,146 | New |
| Fairscale Capital, LLC | 1,145 | $383.4K | 0.23% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,140 | $381.7K | 0.01% | +1,140 | New |
| Moss Adams Wealth Advisors LLC | 1,136 | $380.4K | 0.02% | +60+5.6% | Added |
| Crescent Grove Advisors, LLC | 1,136 | $380.4K | 0.03% | −300−20.9% | Reduced |
| Bay Rivers Group | 1,136 | $380.4K | 0.13% | +1,136 | New |
| LifeGoal Wealth Advisors | 1,135 | $380.0K | 0.17% | +307+37.1% | Added |
| IMA Wealth, Inc. | 1,133 | $379.4K | 0.02% | +1,112+5,295.2% | Added |
| Greatmark Investment Partners, Inc. | 1,125 | $376.7K | 0.04% | −125−10.0% | Reduced |
| N.E.W. Advisory Services LLC | 1,121 | $375.3K | 0.03% | −137−10.9% | Reduced |
| Financial Engines Advisors L.L.C. | 1,114 | $373.0K | 0.00% | +13+1.2% | Added |
| Net Worth Advisory Group | 1,108 | $371.1K | 0.09% | +195+21.4% | Added |
| Mainsail Asset Management, LLC | 1,278 | $370.1K | 0.15% | +1,278 | New |
| North Star Asset Management Inc | 1,103 | $369.4K | 0.01% | −7−0.6% | Reduced |
| Kercheville Advisors, LLC | 1,100 | $368.4K | 0.11% | +1,100 | New |
| Black Swift Group, LLC | 1,100 | $368.3K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,100 | $368.3K | 0.05% | +500+83.3% | Added |
| Wolverine Asset Management LLC | 1,100 | $368.3K | 0.00% | +1,100 | New |
| Parkway Wealth Management Group, LLC | 1,099 | $368.0K | 0.04% | +263+31.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,096 | $367.0K | 0.14% | +1+0.1% | Added |
| Avidian Wealth Solutions, LLC | 1,094 | $366.3K | 0.01% | +25+2.3% | Added |
| Smart Money Group LLC | 1,092 | $365.7K | 0.09% | +38+3.6% | Added |
| AlphaGrep UK Ltd | 1,084 | $362.9K | 0.11% | −989−47.7% | Reduced |
| Money Concepts Capital Corp | 1,081 | $361.9K | 0.02% | +252+30.4% | Added |
| Capital Advisors, Ltd. LLC | 1,075 | $360.0K | 0.04% | +26+2.5% | Added |
| Financial Security Advisor, Inc. | 1,070 | $358.4K | 0.06% | +29+2.8% | Added |
| LJI Wealth Management, LLC | 1,061 | $355.3K | 0.05% | +250+30.8% | Added |
| Woodmont Investment Counsel LLC | 1,061 | $355.2K | 0.02% | +34+3.3% | Added |
| Brady Martz Wealth Solutions, LLC | 1,052 | $352.2K | 0.05% | +9+0.9% | Added |
| Betterment LLC | 1,049 | $351.0K | 0.00% | +1,049 | New |
| Onefund, LLC | 1,045 | $349.9K | 0.20% | +2+0.2% | Added |
| Heritage Wealth Management, Inc. | 1,045 | $349.9K | 0.09% | −11−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 1,043 | $349.2K | 0.03% | −30−2.8% | Reduced |
| waypoint wealth counsel | 1,037 | $347.2K | 0.22% | −277−21.1% | Reduced |
| Wealthcare Capital Partners, LLC | 1,031 | $345.3K | 0.14% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,027 | $343.9K | 0.05% | +27+2.7% | Added |
| Wick Capital Partners, LLC | 1,027 | $343.9K | 0.05% | +31+3.1% | Added |
| RB Capital Management, LLC | 1,019 | $341.3K | 0.07% | +1,019 | New |
| Premier Path Wealth Partners, LLC | 1,014 | $339.5K | 0.04% | +125+14.1% | Added |
| Next Level Wealth Planning, LLC | 1,012 | $338.8K | 0.15% | +12+1.2% | Added |
| Joseph P. Lucia & Associates, LLC | 1,008 | $337.5K | 0.10% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 1,006 | $336.9K | 0.28% | +991+6,606.7% | Added |
| MSH Capital Advisors LLC | 1,002 | $335.5K | 0.06% | +1,002 | New |
| VGI Partners Ltd | 1,000 | $334.8K | 0.02% | −4,000−80.0% | Reduced |
| Sig Brokerage, LP | 1,000 | $334.8K | 0.05% | −1,488−59.8% | Reduced |
| Klingenstein Fields & Co LP | 1,000 | $334.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 1,000 | $334.8K | 0.13% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 1,000 | $334.8K | 0.18% | +1,000 | New |
| Avantra Family Wealth, Inc. | 1,000 | $334.8K | 0.21% | +1,000 | New |
| Peak Retirement Planning, Inc. | 1,000 | $334.7K | 0.05% | +47+4.9% | Added |
| Beverly Hills Private Wealth, LLC | 995 | $333.1K | 0.06% | −91−8.4% | Reduced |
| Insight Advisors, LLC | 994 | $332.7K | 0.06% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 989 | $331.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 984 | $329.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,138 | $329.4K | 0.05% | +3+0.3% | Added |
| Silver Oak Securities, Inc | 980 | $328.2K | 0.02% | +137+16.3% | Added |
| Total Wealth Planning & Management, Inc. | 979 | $327.8K | 0.24% | −473−32.6% | Reduced |
| Summit Wealth Group LLC | 978 | $327.5K | 0.03% | +67+7.4% | Added |
| Cura Wealth Advisors, LLC | 973 | $325.6K | 0.14% | −47−4.6% | Reduced |
| Cascade Financial Partners, LLC | 971 | $325.1K | 0.03% | 00.0% | Unchanged |
| MW Advisory, LLC | 970 | $324.8K | 0.13% | +970 | New |
| Trust Point Inc. | 965 | $323.1K | 0.03% | +965 | New |
| Strategic Family Wealth Counselors, L.L.C. | 958 | $320.9K | 0.07% | −50−5.0% | Reduced |
| Foster Group, Inc. | 956 | $320.1K | 0.01% | +92+10.6% | Added |
| IFG Advisory, LLC | 950 | $317.9K | 0.01% | +780+458.8% | Added |
| Flatrock Wealth Partners LLC | 941 | $315.1K | 0.12% | +12+1.3% | Added |
| Natural Investments, LLC | 938 | $314.0K | 0.07% | −139−12.9% | Reduced |
| Quantum Financial Advisors, LLC | 934 | $312.7K | 0.03% | −13−1.4% | Reduced |
| Creative Capital Management Investments LLC | 934 | $312.7K | 0.07% | +934 | New |
| Nicolet Bankshares Inc | 976 | $310.8K | 0.01% | +976 | New |
| Rothschild Capital Partners, LLC | 927 | $310.4K | 0.07% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 927 | $310.4K | 0.02% | −318−25.5% | Reduced |
| Fox Hill Wealth Management | 927 | $310.4K | 0.12% | −39−4.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 926 | $310.0K | 0.02% | +926 | New |
| Ridgeline Wealth, LLC | 925 | $309.7K | 0.18% | −10−1.1% | Reduced |
| Matters Capital LLC | 925 | $309.7K | 0.22% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 920 | $308.0K | 0.03% | −182−16.5% | Reduced |
| Resolute Wealth Strategies, LLC | 919 | $307.8K | 0.12% | +919 | New |
| Colonial Trust Advisors | 919 | $307.6K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 919 | $307.0K | 0.11% | +24+2.7% | Added |
| Victory Financial Group, LLC | 916 | $306.7K | 0.03% | −209−18.6% | Reduced |
| State of Wyoming | 915 | $306.4K | 0.03% | −2,277−71.3% | Reduced |
| Hexagon Capital Partners LLC | 914 | $306.1K | 0.04% | −492−35.0% | Reduced |
| AlphaStar Capital Management, LLC | 914 | $306.0K | 0.02% | +914 | New |
| Mosley Wealth Management | 911 | $305.0K | 0.10% | −5,213−85.1% | Reduced |
| Flynn Zito Capital Management, LLC | 911 | $305.0K | 0.08% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 908 | $304.1K | 0.05% | −55−5.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 906 | $303.3K | 0.02% | +15+1.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 904 | $302.7K | 0.04% | −1,104−55.0% | Reduced |
| Keel Point, LLC | 902 | $302.0K | 0.02% | +902 | New |