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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 27,057 | $9.06M | 0.38% | +2,390+9.7% | Added |
| Davidson Capital Management Inc. | 26,781 | $8.97M | 1.44% | −630−2.3% | Reduced |
| Electron Capital Partners, LLC | 26,670 | $8.93M | 0.36% | −275−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 26,627 | $8.92M | 0.18% | −4,094−13.3% | Reduced |
| Prosperitas Financial LLC | 26,475 | $8.86M | 2.84% | +175+0.7% | Added |
| Apollon Wealth Management, LLC | 26,473 | $8.86M | 0.11% | +285+1.1% | Added |
| Ulland Investment Advisors, LLC | 26,386 | $8.84M | 6.52% | −640−2.4% | Reduced |
| Equitable Trust Co | 26,261 | $8.79M | 0.37% | −106−0.4% | Reduced |
| Triglav Skladi, D.O.O. | 25,788 | $8.63M | 0.45% | +675+2.7% | Added |
| Game Creek Capital, LP | 25,725 | $8.61M | 3.72% | −16,150−38.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,665 | $8.59M | 0.25% | +2,062+8.7% | Added |
| Saudi Central Bank | 25,443 | $8.52M | 0.11% | +12,036+89.8% | Added |
| Penserra Capital Management LLC | 25,396 | $8.50M | 0.07% | −6,942−21.5% | Reduced |
| Nwam LLC | 25,241 | $8.45M | 0.42% | −4,380−14.8% | Reduced |
| Westbourne Investments, Inc. | 25,120 | $8.41M | 3.43% | +850+3.5% | Added |
| Telligent Fund, LP | 25,000 | $8.37M | 6.17% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 24,954 | $8.36M | 1.87% | +505+2.1% | Added |
| Geneva Partners, LLC | 24,854 | $8.32M | 2.22% | −3,434−12.1% | Reduced |
| Guardian Capital LP | 24,839 | $8.32M | 0.20% | −195−0.8% | Reduced |
| Brinker Capital Investments, LLC | 24,189 | $8.10M | 0.06% | +9,928+69.6% | Added |
| We Are One Seven, LLC | 24,110 | $8.07M | 0.13% | +2,963+14.0% | Added |
| Kentucky Retirement Systems | 24,017 | $8.04M | 0.20% | +24,017 | New |
| Cherry Creek Investment Advisors, Inc. | 23,964 | $8.02M | 3.16% | −113−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 23,881 | $8.00M | 0.21% | +4,835+25.4% | Added |
| Phoenix Holdings Ltd. | 23,866 | $7.99M | 0.05% | +14,455+153.6% | Added |
| Baldwin Investment Management, LLC | 23,823 | $7.98M | 0.77% | −269−1.1% | Reduced |
| Krane Funds Advisors LLC | 23,818 | $7.97M | 0.28% | +11,957+100.8% | Added |
| Stonebridge Financial Group, LLC | 23,221 | $7.77M | 0.59% | −4,648−16.7% | Reduced |
| Rockline Wealth Management, LLC | 23,147 | $7.75M | 1.48% | +2,398+11.6% | Added |
| Diversify Wealth Management, LLC | 26,865 | $7.73M | 0.13% | +18,396+217.2% | Added |
| Diversify Advisory Services, LLC | 26,865 | $7.73M | 0.13% | +26,865 | New |
| Sterling Investment Advisors, Ltd. | 22,935 | $7.68M | 1.28% | +80+0.4% | Added |
| Nilsine Partners, LLC | 22,910 | $7.67M | 0.53% | +187+0.8% | Added |
| Night Squared LP | 22,871 | $7.66M | 0.82% | +22,871 | New |
| LGT Fund Management Co Ltd. | 22,863 | $7.65M | 0.32% | −13,931−37.9% | Reduced |
| Norinchukin Bank, The | 22,693 | $7.60M | 0.07% | +7,453+48.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,653 | $7.58M | 0.94% | +153+0.7% | Added |
| Loup Funds, LLC | 22,576 | $7.56M | 3.43% | −2,094−8.5% | Reduced |
| Merrion Investment Management Co, LLC | 22,500 | $7.53M | 3.57% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 22,260 | $7.45M | 0.16% | −41,252−65.0% | Reduced |
| Sequoia Financial Advisors, LLC | 22,258 | $7.45M | 0.04% | +913+4.3% | Added |
| Left Brain Wealth Management, LLC | 22,233 | $7.44M | 2.24% | +2,025+10.0% | Added |
| Axxcess Wealth Management, LLC | 22,179 | $7.43M | 0.12% | +22,179 | New |
| Royal Fund Management, LLC | 22,068 | $7.39M | 0.62% | −1,563−6.6% | Reduced |
| Scalar Gauge Management, LLC | 22,000 | $7.37M | 4.06% | −2,000−8.3% | Reduced |
| Global Retirement Partners, LLC | 21,885 | $7.33M | 0.11% | +21,885 | New |
| Bensler, LLC | 21,796 | $7.30M | 0.65% | +1,731+8.6% | Added |
| Arkadios Wealth Advisors | 21,795 | $7.30M | 0.11% | +7,484+52.3% | Added |
| Lido Advisors, LLC | 21,677 | $7.26M | 0.03% | +8,532+64.9% | Added |
| Balyasny Asset Management LLC | 21,271 | $7.12M | 0.01% | +16,234+322.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 29,441 | $7.11M | 1.39% | −156−0.5% | Reduced |
| Hartford Investment Management Co | 21,232 | $7.11M | 0.20% | −568−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 21,161 | $7.09M | 0.05% | +18,511+698.5% | Added |
| Longbow Finance SA | 20,984 | $7.03M | 0.90% | +20,984 | New |
| Illinois Municipal Retirement Fund | 20,908 | $7.00M | 0.08% | +1,630+8.5% | Added |
| Advisors Asset Management, Inc. | 20,822 | $6.97M | 0.11% | −3,326−13.8% | Reduced |
| Huntington National Bank | 20,717 | $6.94M | 0.03% | +9,644+87.1% | Added |
| Sigma Planning Corp | 20,689 | $6.93M | 0.17% | −6,334−23.4% | Reduced |
| Trilogy Capital Inc. | 20,682 | $6.92M | 0.27% | −8,386−28.8% | Reduced |
| Hudson Bay Capital Management LP | 20,513 | $6.87M | 0.03% | +13,371+187.2% | Added |
| Maryland State Retirement & Pension System | 20,437 | $6.84M | 0.12% | +1,334+7.0% | Added |
| Peloton Wealth Strategists | 20,270 | $6.79M | 2.51% | −880−4.2% | Reduced |
| Kestra Private Wealth Services, LLC | 20,233 | $6.77M | 0.07% | +6,046+42.6% | Added |
| Farther Finance Advisors, LLC | 20,300 | $6.76M | 0.05% | +5,249+34.9% | Added |
| Thornburg Investment Management Inc | 20,161 | $6.75M | 0.06% | −94,855−82.5% | Reduced |
| Brookstone Capital Management | 20,142 | $6.74M | 0.07% | +13,417+199.5% | Added |
| Legacy Bridge, LLC | 20,066 | $6.72M | 2.08% | +132+0.7% | Added |
| Twin Peaks Capital Ltd | 20,000 | $6.70M | 4.62% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 19,911 | $6.67M | 0.80% | −4,847−19.6% | Reduced |
| Balboa Wealth Partners | 19,864 | $6.65M | 0.91% | −1,132−5.4% | Reduced |
| NBC Securities, Inc. | 19,645 | $6.58M | 0.45% | −620−3.1% | Reduced |
| Himension Fund | 19,605 | $6.56M | 0.40% | +4,949+33.8% | Added |
| Louisiana State Employees Retirement System | 19,600 | $6.56M | 0.10% | +100+0.5% | Added |
| Sage Capital Advisors,llc | 19,582 | $6.56M | 1.36% | +150+0.8% | Added |
| Mission Creek Capital Partners, Inc. | 19,548 | $6.55M | 1.15% | +1,013+5.5% | Added |
| McBroom & Associates, LLC | 19,295 | $6.46M | 3.25% | +19,295 | New |
| Abundance Wealth Counselors | 19,230 | $6.44M | 0.42% | +8,382+77.3% | Added |
| New Mexico Educational Retirement Board | 19,000 | $6.36M | 0.16% | +19,000 | New |
| Fisher Asset Management, LLC | 18,944 | $6.34M | 0.00% | +1,366+7.8% | Added |
| Leeward Financial Partners, LLC | 18,943 | $6.34M | 1.66% | −937−4.7% | Reduced |
| Guggenheim Capital LLC | 18,728 | $6.27M | 0.04% | +9,340+99.5% | Added |
| Elo Mutual Pension Insurance Co | 18,586 | $6.22M | 0.08% | +788+4.4% | Added |
| Gilder Gagnon Howe & Co LLC | 18,512 | $6.20M | 0.06% | −843−4.4% | Reduced |
| Baader Bank INC | 18,360 | $6.15M | 0.50% | +16,255+772.2% | Added |
| Callan Family Office, LLC | 18,320 | $6.13M | 0.12% | +4,767+35.2% | Added |
| Van Eck Associates Corp | 18,136 | $6.07M | 0.00% | +14,163+356.5% | Added |
| Seldon Capital LP | 18,128 | $6.07M | 1.90% | −1,204−6.2% | Reduced |
| Princeton Global Asset Management LLC | 18,084 | $6.05M | 0.87% | −175−1.0% | Reduced |
| Atria Investments LLC | 18,019 | $6.03M | 0.06% | +2,964+19.7% | Added |
| Wakefield Asset Management LLLP | 17,853 | $5.98M | 1.35% | −69−0.4% | Reduced |
| LGT Group Foundation | 17,819 | $5.97M | 0.07% | −6,064−25.4% | Reduced |
| Smith, Salley & Associates | 17,792 | $5.96M | 0.26% | −2,022−10.2% | Reduced |
| Haven Capital Group, Inc. | 17,728 | $5.94M | 4.77% | +174+1.0% | Added |
| NTV Asset Management LLC | 17,642 | $5.91M | 0.58% | −347−1.9% | Reduced |
| AIA Group Ltd | 17,620 | $5.90M | 0.07% | +10,228+138.4% | Added |
| Prospera Financial Services Inc | 17,582 | $5.89M | 0.09% | −1,350−7.1% | Reduced |
| Mutual Advisors, LLC | 17,514 | $5.86M | 0.11% | −105−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,508 | $5.86M | 0.06% | −528−2.9% | Reduced |
| Independent Financial Group, LLC | 17,462 | $5.85M | 0.11% | −950−5.2% | Reduced |
| Vestcor Inc | 17,420 | $5.83M | 0.14% | 00.0% | Unchanged |