Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2025

Institutional positions in Vertiv Holdings Co as of Sep 30, 2025. 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
1,436
+144 vs. Q2 2025
Shares held
300.4M
−2.27M (−0.7%) vs. Q2 2025
Total value
$45.3B
+$6.45B (+16.6%) vs. Q2 2025
New holders
266
595 more added
Sold out
122
438 more reduced

18 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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.

Institutional holdersQ3 2025: 1,436 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ3 2025: $45.3B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2025.

Institutions holding VRT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%00.0%Unchanged
Addison Advisors LLC1$1510.00%00.0%Unchanged
IMA Wealth, Inc.1$1510.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$1510.00%00.0%Unchanged
High Note Wealth, LLC2$3020.00%+2New
Key Financial Inc2$3230.00%+2New
Logan Capital Management Inc3$4530.00%00.0%Unchanged
Davis Capital Management3$4530.00%+3New
Turning Point Benefit Group, Inc.3$4840.00%+3New
Anfield Capital Management, LLC4$6030.00%+4New
Cranbrook Wealth Management, LLC4$6040.00%00.0%Unchanged
Chelsea Counsel Co4$6040.00%+4New
ZRC Wealth Management, LLC4$6040.00%+4New
Seneschal Advisors, LLC4$6040.00%+4New
First Command Advisory Services, Inc.5$7540.00%00.0%Unchanged
Kilter Group LLC6$9060.00%00.0%Unchanged
Ogorek Anthony Joseph8$1.00K0.00%00.0%Unchanged
BankPlus Trust Department7$1.06K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC7$1.06K0.00%+7New
Quaker Wealth Management, LLC8$1.21K0.00%+3+60.0%Added
Berkshire Capital Holdings Inc10$1.51K0.00%−88,850−100.0%Reduced
American Capital Advisory, LLC10$1.51K0.00%00.0%Unchanged
Caitlin John, LLC10$1.51K0.00%+10New
HFM Investment Advisors, LLC11$1.66K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC12$1.81K0.00%+12New
Halbert Hargrove Global Advisors, LLC13$1.96K0.00%+13New
SWAN Capital LLC14$2.11K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC15$2.27K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc16$2.41K0.00%−5−23.8%Reduced
Principia Wealth Advisory, LLC17$2.56K0.00%+6+54.5%Added
Archer Investment Corp17$2.56K0.00%+17New
Aspect Partners, LLC18$2.72K0.00%+12+200.0%Added
Truvestments Capital LLC20$3.02K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.20$3.02K0.00%+20New
Copia Wealth Management22$3.32K0.00%00.0%Unchanged
Dogwood Wealth Management LLC22$3.32K0.00%+1+4.8%Added
Rialto Wealth Management, LLC22$3.32K0.00%+4+22.2%Added
Private Wealth Asset Management, LLC22$3.32K0.00%+20+1,000.0%Added
Center for Financial Planning, Inc.24$3.62K0.00%−41−63.1%Reduced
Boreal Capital Management LLC25$3.77K0.00%−45−64.3%Reduced
1620 Investment Advisors, Inc.25$3.77K0.00%00.0%Unchanged
Park Place Capital Corp25$3.77K0.00%+13+108.3%Added
J.Safra Asset Management Corp25$3.77K0.00%+25New
Pineridge Advisors LLC29$4.38K0.00%00.0%Unchanged
Cornerstone Planning Group LLC427$4.42K0.00%+360+537.3%Added
NBT Bank N A151$4.53K0.00%+91+151.7%Added
MTM Investment Management, LLC30$4.53K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC30$4.53K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC30$4.53K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC33$4.98K0.00%+33New
Washington Trust Advisors, Inc.33$5.04K0.00%−567−94.5%Reduced
Winnow Wealth LLC35$5.29K0.00%+35New
Westfuller Advisors, LLC36$5.44K0.00%+36New
Salem Investment Counselors Inc38$5.73K0.00%−3−7.3%Reduced
Heartwood Wealth Advisors LLC38$5.73K0.00%+38New
Marquette Asset Management, LLC39$5.88K0.00%+39New
Winthrop Capital Management, LLC38$6.00K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$6.03K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC40$6.04K0.00%−13−24.5%Reduced
Hughes Financial Services, LLC38$7.14K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$7.54K0.00%−50−50.0%Reduced
DT Investment Partners, LLC50$7.54K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC50$7.54K0.00%00.0%Unchanged
Hilltop National Bank50$7.54K0.00%00.0%Unchanged
Wall Street Access Asset Management, LLC50$7.54K0.00%+50New
Wealth Preservation Advisors, LLC50$7.55K0.00%00.0%Unchanged
Atlantic Trust, LLC51$7.69K0.00%00.0%Unchanged
Kennebec Savings Bank52$7.84K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC52$7.94K0.00%−11−17.5%Reduced
Meeder Asset Management Inc53$8.00K0.00%+4+8.2%Added
Umb Bank N A54$8.15K0.00%+16+42.1%Added
McIlrath & Eck, LLC54$8.15K0.00%+54New
Rise Advisors, LLC54$8.15K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.57$8.46K0.01%+56+5,600.0%Added
Cromwell Holdings LLC58$8.75K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.59$8.90K0.01%00.0%Unchanged
CX Institutional65$10.0K0.00%+14+27.5%Added
IAG Wealth Partners, LLC67$10.1K0.00%00.0%Unchanged
Raffa Wealth Management, LLC67$10.1K0.00%+15+28.8%Added
CBIZ Investment Advisory Services, LLC69$10.4K0.00%+4+6.2%Added
Vermillion Wealth Management, Inc.70$10.6K0.00%00.0%Unchanged
Binnacle Investments Inc74$11.2K0.01%00.0%Unchanged
Clark Wealth Partners69$11.2K0.01%+69New
JPL Wealth Management, LLC77$11.6K0.00%+77New
Transamerica Financial Advisors, Inc.80$11.9K0.00%+80New
Farmers & Merchants Trust Co of Chambersburg PA79$12.0K0.00%00.0%Unchanged
Scarborough Advisors, LLC80$12.1K0.00%+80New
Financial Life Planners80$12.1K0.01%+80New
Wexford Capital LP82$12.4K0.00%−3,082−97.4%Reduced
FSA Wealth Management LLC83$12.5K0.00%00.0%Unchanged
Richardson Financial Services Inc.85$12.8K0.01%+85New
S&T Bank87$13.1K0.00%+87New
Motco88$13.3K0.00%+88New
Financial Consulate, Inc90$13.6K0.00%+90New
Ameriflex Group, Inc.92$13.9K0.01%−678−88.1%Reduced
South State Corp.93$14.0K0.00%−31−25.0%Reduced
Quest 10 Wealth Builders, Inc.94$14.2K0.01%−114−54.8%Reduced
Cullen/Frost Bankers, Inc.94$14.2K0.00%+75+394.7%Added
Vermillion & White Wealth Management Group, LLC96$14.5K0.01%+96New
Signature Resources Capital Management, LLC100$15.1K0.01%00.0%Unchanged