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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 8,197 | $2.74M | 0.58% | −3,380−29.2% | Reduced |
| Engineers Gate Manager LP | 8,176 | $2.74M | 0.04% | +1,980+32.0% | Added |
| Kingsman Wealth Management, Inc. | 8,110 | $2.72M | 1.27% | +4,452+121.7% | Added |
| StoneCrest Wealth Management, Inc. | 8,050 | $2.70M | 0.86% | −1,434−15.1% | Reduced |
| Arlington Capital Management, Inc. | 8,033 | $2.69M | 1.67% | +764+10.5% | Added |
| Rithm Capital Corp. | 8,000 | $2.68M | 3.29% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 10,645 | $2.67M | 0.06% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 7,928 | $2.65M | 3.16% | −4,998−38.7% | Reduced |
| Hodges Capital Management Inc. | 7,925 | $2.65M | 0.18% | −3,800−32.4% | Reduced |
| Parisi Gray Wealth Management | 7,902 | $2.65M | 0.54% | −10−0.1% | Reduced |
| Clough Capital Partners L P | 7,889 | $2.64M | 0.22% | +7,889 | New |
| Daymark Wealth Partners, LLC | 7,888 | $2.64M | 0.06% | +798+11.3% | Added |
| Oakmont Investment Advisors, Inc. | 7,869 | $2.63M | 1.83% | −1,183−13.1% | Reduced |
| Assetmark, Inc | 7,865 | $2.63M | 0.00% | +1,513+23.8% | Added |
| Quartz Partners, LLC | 7,862 | $2.63M | 0.86% | −3,039−27.9% | Reduced |
| WealthPlan Investment Management, LLC | 7,849 | $2.63M | 0.13% | +152+2.0% | Added |
| VestGen Advisors, LLC | 7,836 | $2.62M | 0.08% | −25−0.3% | Reduced |
| Keybank National Association | 7,826 | $2.62M | 0.01% | +219+2.9% | Added |
| Waddell & Associates, LLC | 7,757 | $2.60M | 0.13% | +255+3.4% | Added |
| Cladis Investment Advisory, LLC | 7,635 | $2.56M | 1.19% | −150−1.9% | Reduced |
| Polymer Capital Management (US) LLC | 7,630 | $2.55M | 0.38% | −14,752−65.9% | Reduced |
| Parcion Private Wealth LLC | 7,612 | $2.55M | 0.14% | +429+6.0% | Added |
| Discovery Capital Management, LLC | 7,589 | $2.54M | 0.11% | +7,589 | New |
| Axxion S.A. | 7,577 | $2.54M | 0.18% | +7,577 | New |
| Siemens Fonds Invest GmbH | 7,502 | $2.51M | 0.12% | +534+7.7% | Added |
| Aster Capital Management (DIFC) Ltd | 7,462 | $2.50M | 0.53% | +4,373+141.6% | Added |
| DSG Capital Advisors, LLC | 8,229 | $2.50M | 0.35% | +955+13.1% | Added |
| Harvest Investment Services, LLC | 7,448 | $2.49M | 0.39% | −929−11.1% | Reduced |
| Agf Management Ltd | 7,400 | $2.48M | 0.01% | −21−0.3% | Reduced |
| Brasada Capital Management, LP | 7,365 | $2.47M | 0.45% | +7,365 | New |
| Accent Capital Management, LLC | 7,331 | $2.45M | 1.06% | +2,105+40.3% | Added |
| Florida Financial Advisors, LLC | 7,311 | $2.45M | 0.41% | +5,849+400.1% | Added |
| Mount Yale Investment Advisors, LLC | 7,280 | $2.44M | 0.05% | +936+14.8% | Added |
| ShoreHaven Wealth Partners, LLC | 7,198 | $2.41M | 0.76% | −3,660−33.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,191 | $2.41M | 0.70% | −914−11.3% | Reduced |
| Chesley Taft & Associates LLC | 7,173 | $2.40M | 0.09% | −972−11.9% | Reduced |
| Quantbot Technologies LP | 7,169 | $2.40M | 0.09% | −934−11.5% | Reduced |
| Integrated Advisors Network LLC | 7,116 | $2.38M | 0.11% | −2,524−26.2% | Reduced |
| Delta Investment Management, LLC | 7,081 | $2.37M | 0.39% | −47−0.7% | Reduced |
| IKE Capital, LLC | 7,065 | $2.37M | 1.24% | +4,665+194.4% | Added |
| Peterson Wealth Services | 7,006 | $2.35M | 0.51% | +252+3.7% | Added |
| Investment Research Partners LLC | 7,001 | $2.34M | 0.79% | +259+3.8% | Added |
| Gabelli Funds LLC | 7,000 | $2.34M | 0.01% | −2,500−26.3% | Reduced |
| Advent Capital Management | 7,000 | $2.34M | 0.05% | +7,000 | New |
| Innovative Asset Advisors Group, LLC | 6,997 | $2.34M | 1.03% | −352−4.8% | Reduced |
| OneAscent Financial Services LLC | 6,995 | $2.34M | 0.11% | +221+3.3% | Added |
| Reliant Investment Partners, LLC | 6,991 | $2.34M | 1.59% | +3,663+110.1% | Added |
| GAMMA Investing LLC | 6,982 | $2.34M | 0.09% | +1,893+37.2% | Added |
| Verus Capital Partners, LLC | 6,970 | $2.33M | 0.13% | +5,329+324.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,903 | $2.31M | 0.20% | −433−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 6,886 | $2.31M | 0.07% | −995−12.6% | Reduced |
| FSA Advisors, Inc. | 6,799 | $2.28M | 1.04% | +207+3.1% | Added |
| Shelton Wealth Management, LLC | 6,759 | $2.26M | 0.90% | −2,793−29.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,719 | $2.25M | 0.06% | +1,024+18.0% | Added |
| Formidable Asset Management, LLC | 8,964 | $2.25M | 0.36% | +172+2.0% | Added |
| Almanack Investment Partners, LLC. | 6,672 | $2.23M | 0.28% | +3,772+130.1% | Added |
| Kepler Cheuvreux (Suisse) SA | 6,658 | $2.23M | 0.13% | +1,908+40.2% | Added |
| Dupree Financial Group, LLC | 6,638 | $2.22M | 0.83% | +6,638 | New |
| Foresight Group Ltd Liability Partnership | 6,749 | $2.22M | 0.40% | −2,327−25.6% | Reduced |
| Change Path, LLC | 6,627 | $2.22M | 0.05% | −1,707−20.5% | Reduced |
| BankChampaign, National Association | 6,609 | $2.21M | 1.70% | −42−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 6,605 | $2.21M | 0.33% | +832+14.4% | Added |
| Tempo Wealth, LLC | 6,586 | $2.21M | 0.33% | +796+13.7% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 6,584 | $2.20M | 0.92% | +590+9.8% | Added |
| Wealth Effects LLC | 6,551 | $2.19M | 0.59% | −300−4.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,550 | $2.19M | 0.03% | +1,680+34.5% | Added |
| Broderick Brian C | 6,505 | $2.18M | 0.34% | +305+4.9% | Added |
| LDR Capital Management LLC | 6,501 | $2.18M | 2.51% | −800−11.0% | Reduced |
| Eastern Bank | 6,427 | $2.15M | 0.03% | +1,047+19.5% | Added |
| Atomi Financial Group, Inc. | 6,396 | $2.14M | 0.06% | +563+9.7% | Added |
| TownSquare Capital, LLC | 6,379 | $2.14M | 0.39% | +3,814+148.7% | Added |
| GTS Securities LLC | 6,370 | $2.13M | 0.04% | +4,343+214.3% | Added |
| Compass Financial Management LLC | 6,754 | $2.13M | 0.26% | +6,754 | New |
| Yarbrough Capital, LLC | 6,346 | $2.12M | 0.06% | +6,346 | New |
| Focus Financial Network, Inc. | 6,321 | $2.12M | 0.07% | −13,961−68.8% | Reduced |
| Belpointe Asset Management LLC | 6,317 | $2.12M | 0.07% | −429−6.4% | Reduced |
| SMART Wealth LLC | 6,316 | $2.11M | 0.46% | −2,258−26.3% | Reduced |
| Level Four Advisory Services, LLC | 6,285 | $2.10M | 0.06% | −2,269−26.5% | Reduced |
| Intellectus Partners, LLC | 6,273 | $2.10M | 0.36% | −1,652−20.8% | Reduced |
| Walleye Capital LLC | 6,252 | $2.09M | 0.01% | −24,517−79.7% | Reduced |
| JBR Co Financial Management Inc | 6,221 | $2.08M | 0.76% | −1,596−20.4% | Reduced |
| Evolve Private Wealth, LLC | 6,207 | $2.08M | 0.13% | −482−7.2% | Reduced |
| HighPoint Advisor Group LLC | 6,206 | $2.08M | 0.07% | +1,460+30.8% | Added |
| Ascent Wealth Partners, LLC | 6,205 | $2.08M | 0.21% | +6,205 | New |
| IAM Advisory, LLC | 6,190 | $2.07M | 0.40% | +56+0.9% | Added |
| Ellevest, Inc. | 6,186 | $2.07M | 0.24% | −455−6.9% | Reduced |
| Silverleafe Capital Partners, LLC | 6,181 | $2.07M | 0.56% | +544+9.7% | Added |
| Logan Capital Management Inc | 6,152 | $2.06M | 0.08% | +6,152 | New |
| Golden State Wealth Management, LLC | 6,138 | $2.06M | 0.19% | +52+0.9% | Added |
| Brown Advisory Inc | 6,133 | $2.05M | 0.00% | −401−6.1% | Reduced |
| Sovran Advisors, LLC | 7,535 | $2.03M | 0.15% | +5,642+298.0% | Added |
| Wincap Financial LLC | 6,061 | $2.03M | 1.10% | −393−6.1% | Reduced |
| WealthTrust Asset Management, LLC | 6,060 | $2.03M | 1.10% | −52−0.9% | Reduced |
| Family Capital Trust Co | 6,050 | $2.03M | 0.66% | +6,050 | New |
| Total Clarity Wealth Management, Inc. | 6,033 | $2.02M | 0.39% | −1,965−24.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 6,020 | $2.02M | 0.22% | +5,823+2,955.8% | Added |
| Bull Harbor Capital LLC | 6,013 | $2.01M | 0.39% | +105+1.8% | Added |
| Central Pacific Bank - Trust Division | 6,010 | $2.01M | 0.20% | +1,021+20.5% | Added |
| Westport Asset Management Inc | 6,000 | $2.01M | 0.82% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 5,999 | $2.01M | 0.19% | 00.0% | Unchanged |