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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 11,600 | $3.88M | 0.10% | +6,200+114.8% | Added |
| MUFG Securities Americas Inc. | 11,569 | $3.87M | 0.20% | +984+9.3% | Added |
| Bridgeway Capital Management, LLC | 11,500 | $3.85M | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,320 | $3.79M | 0.15% | −694−5.8% | Reduced |
| North Dakota State Investment Board | 11,312 | $3.79M | 0.15% | +290+2.6% | Added |
| Williamson Legacy Group, LLC | 11,176 | $3.74M | 1.86% | +5,667+102.9% | Added |
| RSM US Wealth Management LLC | 11,161 | $3.74M | 0.04% | −2,556−18.6% | Reduced |
| Spire Wealth Management | 11,115 | $3.72M | 0.11% | +17+0.2% | Added |
| Shelton Capital Management | 11,095 | $3.71M | 0.07% | −1,000−8.3% | Reduced |
| NovaPoint Capital, LLC | 11,080 | $3.71M | 0.77% | +219+2.0% | Added |
| Harmony Asset Management LLC | 11,061 | $3.70M | 0.99% | +355+3.3% | Added |
| Osmosis Investment Management UK Ltd | 11,053 | $3.70M | 0.17% | −10,561−48.9% | Reduced |
| B&L Asset Management LLC | 11,026 | $3.69M | 1.27% | −1,453−11.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 11,008 | $3.69M | 0.09% | +9,632+700.0% | Added |
| Nicholas Investment Partners, LP | 10,918 | $3.66M | 0.21% | −2,877−20.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,816 | $3.62M | 0.36% | −1,436−11.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,800 | $3.62M | 0.20% | −7,122−39.7% | Reduced |
| Pennant Select, LLC | 10,800 | $3.62M | 1.61% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 10,771 | $3.61M | 0.29% | −1,252−10.4% | Reduced |
| Harbour Capital Advisors, LLC | 11,310 | $3.61M | 0.66% | −115−1.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 10,690 | $3.58M | 0.64% | +10,690 | New |
| Ameritas Advisory Services, LLC | 10,684 | $3.58M | 0.07% | +8,564+404.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 10,676 | $3.57M | 0.11% | −4,609−30.2% | Reduced |
| Metis Global Partners, LLC | 10,655 | $3.57M | 0.08% | −56−0.5% | Reduced |
| Everence Capital Management Inc | 10,544 | $3.53M | 0.19% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 10,515 | $3.52M | 0.04% | −510−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 10,492 | $3.51M | 0.13% | −24−0.2% | Reduced |
| BW Gestao de Investimentos Ltda. | 10,374 | $3.47M | 0.08% | +10,374 | New |
| Ossiam | 10,336 | $3.46M | 0.05% | +8,224+389.4% | Added |
| Darwin Advisors, LLC | 10,174 | $3.41M | 0.93% | −1,677−14.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 10,150 | $3.40M | 0.12% | +490+5.1% | Added |
| Cresset Asset Management, LLC | 10,139 | $3.39M | 0.01% | +3,703+57.5% | Added |
| Oddo BHF Asset Management SAS | 10,064 | $3.37M | 0.16% | +2,002+24.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,967 | $3.34M | 0.20% | −45−0.4% | Reduced |
| Carl P. Sherr & Co., LLC | 9,945 | $3.33M | 1.40% | −325−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 9,934 | $3.33M | 0.07% | +1,432+16.8% | Added |
| Tealwood Asset Management Inc | 9,894 | $3.31M | 1.27% | −205−2.0% | Reduced |
| Axq Capital, LP | 9,800 | $3.28M | 0.36% | +6,188+171.3% | Added |
| Coldstream Capital Management Inc | 9,784 | $3.28M | 0.04% | −715−6.8% | Reduced |
| Acumen Wealth Advisors, LLC | 9,766 | $3.27M | 0.69% | +6,289+180.9% | Added |
| Vennlight Capital Management, LP | 9,760 | $3.27M | 2.19% | +9,760 | New |
| Finivi Inc. | 9,746 | $3.26M | 1.67% | −3,797−28.0% | Reduced |
| Harbor Investment Advisory, LLC | 9,718 | $3.25M | 0.23% | +815+9.2% | Added |
| Independent Advisor Alliance | 9,663 | $3.24M | 0.08% | +444+4.8% | Added |
| NorthCrest Asset Manangement, LLC | 9,958 | $3.23M | 0.08% | +2,445+32.5% | Added |
| Brendel Financial Advisors LLC | 9,585 | $3.21M | 1.49% | −21−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,508 | $3.18M | 0.20% | +137+1.5% | Added |
| PW Nova Financial Services LLC | 9,446 | $3.16M | 0.68% | −29−0.3% | Reduced |
| Brown Brothers Harriman & Co | 9,426 | $3.16M | 0.01% | +6,124+185.5% | Added |
| Savant Capital, LLC | 10,880 | $3.13M | 0.01% | +6,509+148.9% | Added |
| Quantum Private Wealth, LLC | 9,335 | $3.13M | 0.80% | −876−8.6% | Reduced |
| KKM Financial LLC | 12,908 | $3.12M | 0.43% | +12,908 | New |
| Fisher Funds Management LTD | 9,298 | $3.11M | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,295 | $3.11M | 0.01% | +235+2.6% | Added |
| Fiduciary Family Office, LLC | 9,292 | $3.11M | 0.78% | −922−9.0% | Reduced |
| Hallmark Capital Management Inc | 9,290 | $3.11M | 0.18% | +299+3.3% | Added |
| Regions Financial Corp | 9,269 | $3.10M | 0.02% | −2,749−22.9% | Reduced |
| Signaturefd, LLC | 9,220 | $3.09M | 0.04% | +499+5.7% | Added |
| Sivia Capital Partners, LLC | 9,215 | $3.09M | 0.38% | +1,619+21.3% | Added |
| Graphene Investments SAS | 9,200 | $3.08M | 1.79% | −1,800−16.4% | Reduced |
| Americana Partners, LLC | 9,192 | $3.08M | 0.07% | +5,515+150.0% | Added |
| WESPAC Advisors SoCal, LLC | 9,174 | $3.07M | 0.55% | +881+10.6% | Added |
| Clearstead Advisors, LLC | 9,167 | $3.07M | 0.03% | +2,156+30.8% | Added |
| Chicago Partners Investment Group LLC | 10,058 | $3.06M | 0.06% | +1,409+16.3% | Added |
| Westover Capital Advisors, LLC | 9,060 | $3.03M | 0.50% | +369+4.2% | Added |
| Kennedy Investment Group | 9,002 | $3.01M | 1.02% | −16−0.2% | Reduced |
| Herbst Group, LLC | 9,000 | $3.01M | 1.64% | +200+2.3% | Added |
| Ring Mountain Capital, LLC | 8,924 | $2.99M | 1.25% | +139+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,925 | $2.97M | 0.02% | −5,150−36.6% | Reduced |
| Eos Management, L.P. | 8,863 | $2.97M | 1.18% | −2,514−22.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,855 | $2.96M | 0.06% | −8,821−49.9% | Reduced |
| Eley Financial Management, Inc | 8,850 | $2.96M | 0.96% | −10,823−55.0% | Reduced |
| Securian Asset Management, Inc | 10,192 | $2.95M | 0.11% | −186−1.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,738 | $2.93M | 0.12% | −490−5.3% | Reduced |
| Summerhill Capital Management lnc. | 8,731 | $2.92M | 2.33% | −6,948−44.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,724 | $2.92M | 0.17% | −547−5.9% | Reduced |
| Centaurus Financial, Inc. | 8,703 | $2.91M | 0.11% | +1,584+22.3% | Added |
| Arthur M. Cohen & Associates, LLC | 8,691 | $2.91M | 0.45% | +1,086+14.3% | Added |
| Bannerstone Capital Management, LLC | 8,652 | $2.90M | 2.44% | +8,652 | New |
| Highland Capital Management, LLC | 8,646 | $2.89M | 0.13% | +180+2.1% | Added |
| AE Wealth Management LLC | 8,626 | $2.89M | 0.01% | +1,166+15.6% | Added |
| Everhart Financial Group, Inc. | 8,581 | $2.87M | 0.18% | −1,941−18.4% | Reduced |
| Kingsview Wealth Management, LLC | 8,570 | $2.87M | 0.03% | +669+8.5% | Added |
| Jefferies Financial Group Inc. | 8,505 | $2.85M | 0.03% | +5,373+171.6% | Added |
| Hollow Brook Wealth Management LLC | 8,472 | $2.84M | 0.56% | −6,222−42.3% | Reduced |
| New Wave Wealth Advisors LLC | 8,458 | $2.83M | 0.77% | −455−5.1% | Reduced |
| Principal Securities, Inc. | 8,450 | $2.83M | 0.03% | +380+4.7% | Added |
| Numerai GP LLC | 8,433 | $2.82M | 0.23% | −1,863−18.1% | Reduced |
| Strengthening Families & Communities, LLC | 8,422 | $2.82M | 0.63% | +8,422 | New |
| Pine Valley Investments Ltd Liability Co | 8,352 | $2.80M | 0.12% | −406−4.6% | Reduced |
| Flputnam Investment Management Co | 8,350 | $2.80M | 0.03% | −165−1.9% | Reduced |
| New England Research & Management, Inc. | 8,330 | $2.79M | 1.09% | +3,380+68.3% | Added |
| Wahed Invest LLC | 8,305 | $2.78M | 0.29% | −1,277−13.3% | Reduced |
| E. Ohman J:or Asset Management AB | 8,292 | $2.78M | 0.06% | 00.0% | Unchanged |
| Platinum Investment Management Ltd | 8,286 | $2.77M | 0.68% | −1,841−18.2% | Reduced |
| Waterloo Capital, L.P. | 8,280 | $2.77M | 0.16% | +912+12.4% | Added |
| Glenmede Trust Co NA | 8,261 | $2.77M | 0.01% | +4,708+132.5% | Added |
| Wealthspire Advisors, LLC | 8,213 | $2.75M | 0.02% | +7,318+817.7% | Added |
| Banque Cantonale Vaudoise | 8,210 | $2.75M | 0.11% | −4,914−37.4% | Reduced |
| MKP Capital Management, L.L.C. | 8,200 | $2.75M | 0.08% | +8,200 | New |