Skip to main content

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.

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
Elevation Wealth Management LLC722$241.7K0.18%+722New
Bryn Mawr Trust Co721$241.4K0.01%+109+17.8%Added
Relyea Zuckerberg Hanson LLC721$241.4K0.02%+721New
Associated Banc-Corp720$241.1K0.01%+720New
Heritage Oak Wealth Advisors LLC719$240.8K0.07%+719New
American Financial Advisors, LLC718$240.5K0.03%+718New
Post Resch Tallon Group Inc.715$239.4K0.17%−415−36.7%Reduced
Investment Advisory Services Inc714$239.2K0.07%+714New
Oxford Asset Management LLP712$238.4K0.12%+712New
Canal Capital Management, LLC712$238.3K0.03%+712New
Legacy Wealth Managment, LLC711$238.1K0.10%+289+68.5%Added
Naviter Wealth, LLC710$237.7K0.02%+710New
Waller Financial Planning Group, Inc705$236.0K0.05%+705New
Advisortrust Partners, LLC705$235.9K0.08%+705New
Wealth Alliance Advisory Group, LLC703$235.4K0.03%+703New
Wiregrass Investment Management LLC700$234.4K0.16%+700New
Quadrant Private Wealth Management, LLC698$233.8K0.05%−112−13.8%Reduced
Laurel Oak Wealth Management, LLC698$233.7K0.03%+698New
Allen Capital Group, LLC697$233.4K0.02%+697New
GW&K Investment Management, LLC696$233.0K0.00%−348−33.3%Reduced
Parkside Financial Bank & Trust695$232.7K0.02%+117+20.2%Added
WESPAC Advisors, LLC695$232.7K0.11%+695New
Drucker Wealth 3.0, LLC693$232.1K0.04%+693New
Aspiriant, LLC692$231.7K0.01%+692New
MJP Associates Inc691$231.4K0.03%+691New
Wealth Management Associates, Inc.691$231.4K0.06%−924−57.2%Reduced
Bingham Private Wealth, LLC686$229.7K0.16%+686New
Sandy Cove Advisors, LLC684$229.0K0.06%+684New
Beacon Financial Group681$228.0K0.02%+681New
BG Investment Services, Inc.680$227.7K0.16%+680New
Sagewood Asset Management LP672$225.0K0.05%+672New
Curated Wealth Partners LLC672$225.0K0.03%+672New
Checchi Capital Advisers, LLC671$224.7K0.01%+671New
Fortis Group Advisors, LLC670$224.3K0.04%−494−42.4%Reduced
FWL Investment Management, LLC670$224.3K0.04%00.0%Unchanged
Indivisible Partners666$223.0K0.01%+666New
Sentry LLC665$222.7K0.06%+665New
Pacific Excel Wealth Advisors, Inc.665$222.7K0.09%+665New
Heritage Family Offices, LLP665$222.7K0.09%+665New
RWM Asset Management, LLC918$221.8K0.03%+87+10.5%Added
IPG Investment Advisors LLC662$221.7K0.03%+662New
Meridian Financial Partners LLC727$221.4K0.08%+727New
McDonough Capital Management, Inc661$221.3K0.11%+661New
BOCHK Asset Management Ltd660$221.0K0.03%+510+340.0%Added
Allianz SE658$220.3K0.00%−139−17.4%Reduced
3Chopt Investment Partners, LLC658$220.3K0.04%+658New
Private Client Services, LLC653$218.8K0.06%+653New
Fire Capital Management LLC653$218.6K0.09%+653New
Latitude Advisors, LLC650$217.8K0.09%+650New
BOK Financial Private Wealth, Inc.650$217.6K0.01%+1+0.2%Added
Rock Point Advisors, LLC650$217.6K0.05%+650New
Ewa, LLC648$217.1K0.04%+648New
Farmers & Merchants Investments Inc645$216.0K0.01%+15+2.4%Added
Meeder Asset Management Inc645$216.0K0.01%+524+433.1%Added
Capital Advisors Wealth Management, LLC645$215.8K0.03%+645New
Paradigm Capital Management, LLC642$215.0K0.18%+642New
CogentBlue Wealth Advisors, LLC642$215.0K0.12%+642New
Maia Wealth LLC642$214.9K0.03%+642New
Rydar Equities, Inc.718$214.7K0.12%+718New
Adelphi Trust Co640$214.3K0.14%+640New
New World Advisors LLC639$213.9K0.04%+639New
Anchor Investment Management, LLC635$212.6K0.02%+45+7.6%Added
Claudia M.P. Batlle, CRP (R) LLC634$212.3K0.06%−242−27.6%Reduced
Investment Insight Wealth Management, LLC632$211.6K0.18%+632New
Grant Street Asset Management, Inc.631$211.4K0.03%+631New
Vaughan David Investments LLC630$211.0K0.00%+630New
Cornerstone Wealth Group, LLC630$210.8K0.01%+630New
Swiss Re Ltd626$209.6K0.02%+510+439.7%Added
New Republic Capital, LLC624$208.8K0.05%+624New
Fielder Capital Group LLC621$208.0K0.05%+621New
Transamerica Financial Advisors, Inc.620$207.7K0.02%+238+62.3%Added
DRW Securities, LLC620$207.6K0.01%−3,108−83.4%Reduced
CCG Wealth Management, LLC619$207.3K0.05%+619New
Capstone Financial Advisors, Inc.616$206.2K0.01%+616New
Connecticut Capital Management Group, LLC614$205.6K0.17%+614New
Steigerwald, Gordon & Koch Inc.613$205.3K0.02%00.0%Unchanged
Caliber Wealth Management, LLC612$204.9K0.02%+612New
SFMG, LLC611$204.4K0.01%+611New
Purus Wealth Management, LLC610$204.4K0.06%+610New
Kathmere Capital Management, LLC610$204.2K0.01%+610New
Clark & Stuart, Inc610$204.2K0.13%+610New
Bluedoor Private Wealth, LLC609$203.9K0.09%+609New
Journey Advisory Group, LLC607$203.2K0.02%+607New
Founders Grove Wealth Partners, LLC606$202.9K0.04%+606New
Worth Asset Management, LLC604$202.4K0.06%+604New
Virtus ETF Advisers LLC603$201.9K0.08%−293−32.7%Reduced
Peak Financial Management, Inc.603$201.9K0.05%+603New
Shoker Investment Counsel, Inc.601$201.5K0.05%+601New
Fayez Sarofim & Co601$201.2K0.00%+601New
Everett Harris & Co600$200.9K0.00%+600New
Thompson Davis & Co., Inc.600$200.9K0.12%+600New
Family Wealth Partners, LLC600$200.9K0.06%+600New
Osterweis Capital Management Inc579$193.9K0.01%00.0%Unchanged
AnglePoint Asset Management Ltd578$193.5K0.13%+578New
First Horizon Corp577$193.2K0.01%−668−53.7%Reduced
Wolff Wiese Magana LLC574$192.2K0.09%−8−1.4%Reduced
Bay Harbor Wealth Management, LLC558$186.8K0.04%+41+7.9%Added
Crewe Advisors LLC557$186.5K0.01%+31+5.9%Added
Keb Asset Management, LLC553$185.0K0.03%+553New
Index Technologies Group LLC551$184.5K0.15%+551New