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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 525 | $175.8K | 0.04% | +15+2.9% | Added |
| Bell Investment Advisors, Inc | 516 | $172.8K | 0.03% | +2+0.4% | Added |
| Valley National Advisers Inc | 515 | $172.4K | 0.02% | +407+376.9% | Added |
| Webster Bank, N. A. | 507 | $169.8K | 0.01% | −35−6.5% | Reduced |
| Strategic Advocates LLC | 505 | $169.1K | 0.65% | +43+9.3% | Added |
| McGuire Capital Advisors Inc | 504 | $168.9K | 0.09% | +455+928.6% | Added |
| American National Bank | 497 | $166.4K | 0.01% | −30−5.7% | Reduced |
| TFC Financial Management | 470 | $157.4K | 0.02% | −48−9.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 470 | $157.4K | 0.04% | +80+20.5% | Added |
| Markowski Investments | 450 | $150.7K | 0.03% | +450 | New |
| Palladiem, LLC | 450 | $150.7K | 0.15% | +450 | New |
| Guardian Partners Inc. | 435 | $145.6K | 0.01% | +435 | New |
| Continuum Advisory, LLC | 427 | $143.0K | 0.01% | +427 | New |
| Owl Creek Wealth Partners LLC | 426 | $142.6K | 0.04% | +20+4.9% | Added |
| LRI Investments, LLC | 425 | $142.2K | 0.01% | +81+23.5% | Added |
| Atlas Capital Advisors LLC | 421 | $141.0K | 0.02% | +171+68.4% | Added |
| Fortitude Family Office, LLC | 415 | $138.9K | 0.03% | +185+80.4% | Added |
| Stephenson National Bank & Trust | 409 | $136.9K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 409 | $136.9K | 0.01% | +40+10.8% | Added |
| Brookfield Asset Management Inc. | 401 | $134.3K | 0.00% | −37−8.4% | Reduced |
| WPG Advisers, LLC | 398 | $133.3K | 0.08% | +131+49.1% | Added |
| Vestor Capital, LLC | 1,515 | $133.0K | 0.01% | −48,891−97.0% | Reduced |
| Adkins Seale Capital Management LLC | 396 | $132.6K | 0.12% | 00.0% | Unchanged |
| Ninety One UK Ltd | 396 | $132.6K | 0.00% | +396 | New |
| Cape Investment Advisory, Inc. | 396 | $132.5K | 0.04% | +396 | New |
| Archer Investment Corp | 383 | $128.3K | 0.02% | −1,145−74.9% | Reduced |
| Smithfield Trust Co | 382 | $128.0K | 0.01% | −102−21.1% | Reduced |
| Action Point Financial Planning, LLC | 383 | $126.6K | 0.01% | +383 | New |
| UMA Financial Services, Inc. | 373 | $124.8K | 0.01% | +81+27.7% | Added |
| Pinnacle Bancorp, Inc. | 351 | $117.5K | 0.03% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 350 | $117.2K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 328 | $109.8K | 0.06% | +178+118.7% | Added |
| Covestor Ltd | 321 | $108.0K | 0.06% | +144+81.4% | Added |
| REAP Financial Group, LLC | 322 | $107.9K | 0.02% | −17−5.0% | Reduced |
| Intesa Sanpaolo S.p.A. | 321 | $107.5K | 0.00% | +321 | New |
| Quent Capital, LLC | 312 | $104.5K | 0.01% | +9+3.0% | Added |
| Basecamp Wealth Advisors LLC | 310 | $103.8K | 0.02% | −98−24.0% | Reduced |
| S&T Bank | 310 | $103.8K | 0.03% | +9+3.0% | Added |
| Tradewinds Capital Management, LLC | 290 | $97.1K | 0.02% | −26−8.2% | Reduced |
| Bogart Wealth, LLC | 286 | $95.8K | 0.00% | +6+2.1% | Added |
| Buck Wealth Strategies, LLC | 283 | $94.8K | 0.01% | +283 | New |
| Rossby Financial, LCC | 281 | $94.1K | 0.02% | −3−1.1% | Reduced |
| Highline Wealth Partners LLC | 280 | $93.8K | 0.02% | +4+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 257 | $86.0K | 0.00% | +95+58.6% | Added |
| Salomon & Ludwin, LLC | 275 | $85.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 255 | $85.4K | 0.01% | −25−8.9% | Reduced |
| Financial Management Professionals, Inc. | 252 | $84.4K | 0.01% | +90+55.6% | Added |
| Winch Advisory Services, LLC | 251 | $84.2K | 0.02% | +63+33.5% | Added |
| Keating Financial Advisory Services, Inc. | 250 | $83.7K | 0.01% | +82+48.8% | Added |
| WS Portfolio Advisory, LLC | 250 | $83.7K | 2.07% | +250 | New |
| RiverPark Advisors, LLC | 249 | $83.4K | 0.04% | −245−49.6% | Reduced |
| Dogwood Wealth Management LLC | 242 | $81.1K | 0.03% | +46+23.5% | Added |
| Pittenger & Anderson Inc | 238 | $79.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 235 | $78.8K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 232 | $77.7K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 230 | $77.0K | 0.01% | +108+88.5% | Added |
| Westside Investment Management, Inc. | 229 | $76.7K | 0.01% | −50−17.9% | Reduced |
| Horizon Financial Services, LLC | 220 | $73.7K | 0.03% | 00.0% | Unchanged |
| MidFirst Bank | 218 | $73.0K | 0.01% | +14+6.9% | Added |
| Quaker Wealth Management, LLC | 210 | $70.3K | 0.02% | +1+0.5% | Added |
| Cassaday & Co Wealth Management LLC | 210 | $70.3K | 0.00% | +188+854.5% | Added |
| JFS Wealth Advisors, LLC | 204 | $68.3K | 0.00% | +3+1.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 203 | $68.0K | 0.01% | +173+576.7% | Added |
| Noble Wealth Management PBC | 202 | $67.6K | 0.03% | −128−38.8% | Reduced |
| Godsey & Gibb Associates | 200 | $67.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $67.0K | 0.01% | +100+100.0% | Added |
| PFS Partners, LLC | 200 | $67.0K | 0.03% | +200 | New |
| Hilltop National Bank | 198 | $66.3K | 0.01% | +123+164.0% | Added |
| Synergy Investment Management, LLC | 231 | $65.9K | 0.02% | +225+3,750.0% | Added |
| Alpine Bank Wealth Management | 193 | $64.6K | 0.01% | +193 | New |
| Washington Trust Advisors, Inc. | 189 | $63.3K | 0.00% | +28+17.4% | Added |
| Financial Life Planners | 188 | $63.0K | 0.04% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 250 | $62.6K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $61.9K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 179 | $59.9K | 0.03% | −47−20.8% | Reduced |
| LifeSteps Financial, Inc. | 171 | $57.3K | 0.03% | +171 | New |
| Vermillion Wealth Management, Inc. | 170 | $56.9K | 0.01% | +69+68.3% | Added |
| Old Point Trust & Financial Services N A | 170 | $56.9K | 0.02% | −80−32.0% | Reduced |
| City Holding Co | 165 | $55.2K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 164 | $54.9K | 0.02% | −232−58.6% | Reduced |
| Bear Mountain Capital, Inc. | 180 | $54.6K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 157 | $52.6K | 0.02% | +157 | New |
| MV Capital Management, Inc. | 156 | $52.2K | 0.00% | +11+7.6% | Added |
| Sankala Group LLC | 189 | $51.3K | 0.03% | +25+15.2% | Added |
| Persistent Asset Partners Ltd | 152 | $50.9K | 0.02% | +152 | New |
| Grove Bank & Trust | 151 | $50.6K | 0.01% | +1+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 150 | $50.2K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $50.2K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $49.6K | 0.01% | +69+87.3% | Added |
| Elevated Capital Advisors, LLC | 146 | $48.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 145 | $48.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $48.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $48.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $47.5K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 142 | $47.5K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 138 | $46.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 136 | $45.5K | 0.02% | +13+10.6% | Added |
| Orion Capital Management LLC | 135 | $45.2K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 132 | $44.2K | 0.01% | +43+48.3% | Added |
| Richardson Financial Services Inc. | 131 | $43.9K | 0.02% | −2−1.5% | Reduced |