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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 17,383 | $5.82M | 0.14% | +15,287+729.3% | Added |
| Oak Harvest Investment Services | 17,300 | $5.79M | 0.54% | −10,058−36.8% | Reduced |
| HCR Wealth Advisors | 17,271 | $5.78M | 0.52% | −12,118−41.2% | Reduced |
| Wealthcare Advisory Partners LLC | 17,268 | $5.78M | 0.11% | −828−4.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 17,208 | $5.76M | 0.09% | −2,466−12.5% | Reduced |
| CenterBook Partners LP | 17,063 | $5.71M | 0.28% | +15,294+864.6% | Added |
| United Capital Financial Advisers, LLC | 17,028 | $5.70M | 0.03% | +1,924+12.7% | Added |
| Horizon Investments, LLC | 17,019 | $5.70M | 0.06% | +4,280+33.6% | Added |
| Weiss Asset Management LP | 16,924 | $5.67M | 0.06% | +16,924 | New |
| Oversea-Chinese Banking CORP Ltd | 16,934 | $5.67M | 0.13% | −2,660−13.6% | Reduced |
| Allworth Financial LP | 16,852 | $5.64M | 0.02% | −29,684−63.8% | Reduced |
| Vise Technologies, Inc. | 16,828 | $5.63M | 0.06% | +7,414+78.8% | Added |
| Trexquant Investment LP | 16,557 | $5.54M | 0.03% | −200,187−92.4% | Reduced |
| SBI Securities Co., Ltd. | 16,549 | $5.54M | 0.13% | +1,761+11.9% | Added |
| Tokio Marine Asset Management Co Ltd | 16,504 | $5.53M | 0.17% | +2,410+17.1% | Added |
| Next Century Growth Investors LLC | 16,501 | $5.52M | 0.29% | −15,780−48.9% | Reduced |
| International Assets Investment Management, LLC | 17,669 | $5.50M | 0.33% | +5,254+42.3% | Added |
| J. Safra Sarasin Holding AG | 18,499 | $5.46M | 0.08% | +9,752+111.5% | Added |
| 1832 Asset Management L.P. | 16,200 | $5.42M | 0.01% | −633,782−97.5% | Reduced |
| Schear Investment Advisers, LLC | 16,200 | $5.42M | 1.81% | +603+3.9% | Added |
| Milestone Asset Management, LLC | 16,157 | $5.41M | 0.85% | +16,157 | New |
| AG2R la Mondiale Gestion D'Actifs | 16,059 | $5.38M | 0.20% | +714+4.7% | Added |
| Harvest Fund Management Co., Ltd | 16,003 | $5.35M | 0.18% | −804−4.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,973 | $5.35M | 0.17% | +1,381+9.5% | Added |
| Kovack Advisors, Inc. | 16,572 | $5.34M | 0.26% | +1,304+8.5% | Added |
| Fulcrum Asset Management LLP | 17,377 | $5.33M | 0.53% | +17,377 | New |
| Lighthouse Financial LLC | 15,917 | $5.33M | 2.77% | −292−1.8% | Reduced |
| Ancora Advisors, LLC | 15,908 | $5.33M | 0.10% | −406−2.5% | Reduced |
| National Philanthropic Trust | 15,827 | $5.30M | 0.08% | +1,442+10.0% | Added |
| Laird Norton Trust Company, LLC | 15,727 | $5.27M | 0.10% | +731+4.9% | Added |
| Benchmark Investment Advisors LLC | 15,651 | $5.24M | 2.30% | +912+6.2% | Added |
| Pallas Capital Advisors LLC | 15,557 | $5.21M | 0.16% | −1,094−6.6% | Reduced |
| Fidelis Capital Partners, LLC | 15,453 | $5.17M | 0.30% | +2,263+17.2% | Added |
| Parsons Capital Management Inc | 15,282 | $5.12M | 0.23% | −521−3.3% | Reduced |
| Cornerstone Select Advisors, LLC | 15,234 | $5.10M | 2.15% | +1,577+11.5% | Added |
| CSM Advisors, LLC | 15,174 | $5.08M | 0.11% | +1,937+14.6% | Added |
| MUFG Securities EMEA plc | 15,034 | $5.03M | 0.05% | −649−4.1% | Reduced |
| Ritholtz Wealth Management | 14,935 | $5.00M | 0.07% | +7,697+106.3% | Added |
| Castle Rock Wealth Management, LLC | 15,760 | $4.91M | 0.96% | +59+0.4% | Added |
| Plato Investment Management Ltd | 14,740 | $4.91M | 0.28% | −1,128−7.1% | Reduced |
| Crossmark Global Holdings, Inc. | 14,632 | $4.90M | 0.06% | +2,186+17.6% | Added |
| ABN AMRO Bank N.V. | 15,349 | $4.89M | 0.06% | +12,140+378.3% | Added |
| WD Rutherford LLC | 14,516 | $4.86M | 1.76% | −704−4.6% | Reduced |
| Brighton Jones LLC | 14,500 | $4.85M | 0.09% | −849−5.5% | Reduced |
| Patton Fund Management, Inc. | 14,456 | $4.84M | 1.05% | −6,112−29.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 14,290 | $4.78M | 0.71% | −2,562−15.2% | Reduced |
| Sienna Gestion | 15,352 | $4.77M | 0.28% | +15,352 | New |
| Krilogy Financial LLC | 14,208 | $4.76M | 0.14% | +73+0.5% | Added |
| Spirit of America Management Corp | 14,200 | $4.75M | 0.90% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 14,076 | $4.71M | 1.47% | +1,131+8.7% | Added |
| Viking Fund Management LLC | 14,000 | $4.69M | 0.42% | −2,000−12.5% | Reduced |
| Y.D. More Investments Ltd | 13,997 | $4.69M | 0.15% | +795+6.0% | Added |
| Guardian Asset Advisors, LLC | 13,958 | $4.68M | 2.16% | +2,132+18.0% | Added |
| Rowland & Co Investment Counsel | 13,953 | $4.67M | 0.85% | +71+0.5% | Added |
| Westpac Banking Corp | 13,941 | $4.67M | 0.29% | −8,368−37.5% | Reduced |
| Shaker Investments LLC | 13,895 | $4.65M | 1.67% | −99−0.7% | Reduced |
| Win Advisors, Inc | 13,868 | $4.64M | 1.66% | +8,786+172.9% | Added |
| Beacon Pointe Advisors, LLC | 13,864 | $4.64M | 0.02% | +1,215+9.6% | Added |
| Buckingham Strategic Partners | 13,850 | $4.64M | 0.04% | −2,850−17.1% | Reduced |
| Convergence Investment Partners, LLC | 13,763 | $4.61M | 0.44% | +13,763 | New |
| Werlinich Asset Management, LLC | 13,760 | $4.61M | 1.76% | −25−0.2% | Reduced |
| PFG Investments, LLC | 13,754 | $4.60M | 0.18% | −1,424−9.4% | Reduced |
| HB Wealth Management, LLC | 13,699 | $4.59M | 0.03% | +1,674+13.9% | Added |
| Aubrey Capital Management Ltd | 13,700 | $4.59M | 2.87% | −2,200−13.8% | Reduced |
| Bleakley Financial Group, LLC | 13,549 | $4.54M | 0.06% | +1,614+13.5% | Added |
| Meitav Dash Investments Ltd | 13,500 | $4.52M | 0.03% | −2,300−14.6% | Reduced |
| Harvest Portfolios Group Inc. | 13,500 | $4.52M | 0.06% | +13,500 | New |
| Nia Impact Advisors, LLC | 13,472 | $4.51M | 1.87% | −10,293−43.3% | Reduced |
| Coastal Bridge Advisors, LLC | 13,460 | $4.51M | 0.28% | −2,647−16.4% | Reduced |
| Argent Capital Management LLC | 13,368 | $4.48M | 0.14% | −11,110−45.4% | Reduced |
| Titan Investment Management LLC | 13,363 | $4.47M | 3.31% | +657+5.2% | Added |
| Caxton Associates LLP | 13,257 | $4.44M | 0.08% | +12,110+1,055.8% | Added |
| Spartan Wealth Advisory Services LLC | 13,119 | $4.39M | 0.36% | −104−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 13,089 | $4.38M | 0.23% | −116−0.9% | Reduced |
| Bouvel Investment Partners, LLC | 13,088 | $4.38M | 0.99% | −4,591−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,910 | $4.32M | 0.11% | +9,184+246.5% | Added |
| Wealth Management Partners, LLC | 12,903 | $4.32M | 1.02% | −1,000−7.2% | Reduced |
| Novare Capital Management LLC | 12,820 | $4.29M | 0.30% | −148−1.1% | Reduced |
| Summit Trail Advisors, LLC | 12,744 | $4.27M | 0.05% | +1,849+17.0% | Added |
| Terra Nova Asset Management LLC | 12,611 | $4.22M | 2.58% | −205−1.6% | Reduced |
| Alps Advisors Inc | 12,533 | $4.20M | 0.02% | +5,024+66.9% | Added |
| AXS Investments LLC | 12,500 | $4.19M | 1.19% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 12,470 | $4.18M | 1.48% | +4,056+48.2% | Added |
| Capstone Investment Advisors, LLC | 12,437 | $4.16M | 0.03% | +5,877+89.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 12,315 | $4.12M | 0.05% | +74+0.6% | Added |
| Harbour Investments, Inc. | 12,201 | $4.09M | 0.06% | +7,981+189.1% | Added |
| Main Management ETF Advisors, LLC | 12,181 | $4.08M | 0.12% | +1,094+9.9% | Added |
| Prakash Investment Advisors LLC | 12,105 | $4.05M | 2.51% | +645+5.6% | Added |
| Diversified Trust Co | 12,102 | $4.05M | 0.06% | −7,075−36.9% | Reduced |
| Genus Capital Management Inc. | 12,100 | $4.05M | 0.40% | −12,157−50.1% | Reduced |
| Meridian Wealth Management, LLC | 12,095 | $4.05M | 0.13% | +394+3.4% | Added |
| Slow Capital, Inc. | 12,075 | $4.04M | 0.47% | +623+5.4% | Added |
| Cottage Street Advisors LLC | 12,172 | $4.02M | 1.55% | +1,354+12.5% | Added |
| Stratos Wealth Partners, LTD. | 11,993 | $4.02M | 0.04% | +1,451+13.8% | Added |
| Meiji Yasuda Life Insurance Co | 11,867 | $3.97M | 0.13% | +782+7.1% | Added |
| Parallel Advisors, LLC | 11,800 | $3.95M | 0.06% | +2,236+23.4% | Added |
| NewEdge Wealth, LLC | 11,647 | $3.90M | 0.04% | +130+1.1% | Added |
| J.W. Cole Advisors, Inc. | 11,635 | $3.90M | 0.07% | −2,415−17.2% | Reduced |
| Citizens Financial Group Inc | 11,628 | $3.89M | 0.05% | +958+9.0% | Added |
| CastleKnight Management LP | 11,600 | $3.88M | 0.14% | −17,900−60.7% | Reduced |