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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 18,981 | $2.86M | 0.03% | −2,162−10.2% | Reduced |
| Prospera Financial Services Inc | 19,028 | $2.87M | 0.05% | +2,028+11.9% | Added |
| Elm Partners Management LLC | 19,053 | $2.87M | 0.14% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 19,073 | $2.88M | 1.20% | −5,300−21.7% | Reduced |
| HRT Financial LP | 19,132 | $2.89M | 0.01% | +19,132 | New |
| Platinum Investment Management Ltd | 19,132 | $2.89M | 0.19% | +9,593+100.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 19,146 | $2.89M | 0.15% | −117,586−86.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 19,247 | $2.90M | 0.08% | +630+3.4% | Added |
| Wealthcare Advisory Partners LLC | 19,448 | $2.93M | 0.06% | +88+0.5% | Added |
| Bensler, LLC | 19,488 | $2.94M | 0.31% | +19,488 | New |
| Susquehanna Portfolio Strategies, LLC | 19,674 | $2.97M | 0.05% | +9,316+89.9% | Added |
| Quantbot Technologies LP | 19,744 | $2.98M | 0.08% | +19,744 | New |
| Capstone Investment Advisors, LLC | 19,755 | $2.98M | 0.03% | +2,286+13.1% | Added |
| Park Avenue Securities LLC | 19,868 | $3.00M | 0.02% | +7,191+56.7% | Added |
| NBC Securities, Inc. | 19,970 | $3.01M | 0.23% | −557−2.7% | Reduced |
| Commerce Bank | 19,997 | $3.02M | 0.02% | +404+2.1% | Added |
| Fisher Asset Management, LLC | 20,105 | $3.03M | 0.00% | −1,661−7.6% | Reduced |
| Bard Financial Services, Inc. | 20,300 | $3.06M | 0.34% | −375−1.8% | Reduced |
| Liontrust Investment Partners LLP | 20,555 | $3.10M | 0.05% | +5,082+32.8% | Added |
| Snowden Capital Advisors LLC | 20,787 | $3.14M | 0.09% | +6,962+50.4% | Added |
| Eley Financial Management, Inc | 20,962 | $3.16M | 1.14% | +15+0.1% | Added |
| Carroll Investors, Inc | 21,047 | $3.17M | 1.53% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 21,000 | $3.17M | 0.11% | −18,320−46.6% | Reduced |
| Himension Fund | 21,039 | $3.17M | 0.19% | −3,412−14.0% | Reduced |
| Engineers Gate Manager LP | 21,131 | $3.19M | 0.04% | −119,792−85.0% | Reduced |
| iA Global Asset Management Inc. | 21,154 | $3.19M | 0.04% | +12,007+131.3% | Added |
| New York State Teachers Retirement System | 21,170 | $3.19M | 0.01% | −2,789−11.6% | Reduced |
| UBS Oconnor LLC | 21,400 | $3.23M | 0.10% | +21,400 | New |
| Dai-Ichi Life Insurance Company, Ltd | 21,402 | $3.23M | 0.08% | +336+1.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,900 | $3.30M | 0.13% | +19,179+704.9% | Added |
| ShoreHaven Wealth Partners, LLC | 22,058 | $3.33M | 1.23% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 22,094 | $3.33M | 0.04% | +3,167+16.7% | Added |
| Trifecta Capital Advisors, LLC | 22,290 | $3.36M | 0.51% | +22,290 | New |
| Apollon Wealth Management, LLC | 22,300 | $3.36M | 0.06% | −630−2.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,500 | $3.39M | 0.70% | +22,500 | New |
| Smith, Salley & Associates | 22,555 | $3.40M | 0.18% | +985+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 22,616 | $3.41M | 0.02% | +5,196+29.8% | Added |
| Ashton Thomas Private Wealth, LLC | 22,894 | $3.45M | 0.09% | +6,788+42.1% | Added |
| HighPoint Advisor Group LLC | 22,977 | $3.47M | 0.17% | +1,058+4.8% | Added |
| 1858 Wealth Management, LLC | 23,125 | $3.49M | 2.45% | −3,606−13.5% | Reduced |
| Watts Gwilliam & Co., LLC | 23,228 | $3.50M | 0.57% | +100+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 23,512 | $3.55M | 0.91% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 23,886 | $3.60M | 0.10% | +948+4.1% | Added |
| Galaxy Digital Capital Management GP LLC | 23,921 | $3.61M | 3.52% | +1,137+5.0% | Added |
| Second Line Capital, LLC | 24,118 | $3.64M | 0.75% | +24,118 | New |
| Tortoise Capital Advisors, L.L.C. | 24,200 | $3.65M | 0.05% | +24,200 | New |
| Baldwin Investment Management, LLC | 24,301 | $3.67M | 0.42% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 24,303 | $3.67M | 1.35% | +24,303 | New |
| MetLife Investment Management | 24,359 | $3.67M | 0.02% | +703+3.0% | Added |
| EFG Asset Management (Americas) Corp. | 24,609 | $3.71M | 0.64% | −4,993−16.9% | Reduced |
| Capital Planning Advisors, LLC | 24,636 | $3.72M | 0.51% | +518+2.1% | Added |
| BNC Wealth Management, LLC | 24,763 | $3.74M | 0.94% | +24,763 | New |
| Mezzasalma Advisors, LLC | 24,825 | $3.75M | 0.96% | +1,389+5.9% | Added |
| Telligent Fund, LP | 25,000 | $3.77M | 3.22% | +7,000+38.9% | Added |
| Bank of Hawaii | 25,058 | $3.78M | 0.19% | −15,581−38.3% | Reduced |
| ASR Vermogensbeheer N.V. | 25,123 | $3.79M | 0.05% | −67−0.3% | Reduced |
| Sargent Investment Group, LLC | 25,123 | $3.79M | 0.54% | +4,410+21.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,160 | $3.80M | 0.14% | +3,437+15.8% | Added |
| Seldon Capital LP | 25,218 | $3.80M | 1.34% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 25,444 | $3.84M | 0.04% | +25,444 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 25,695 | $3.88M | 0.01% | +23,528+1,085.7% | Added |
| Sigma Planning Corp | 25,829 | $3.90M | 0.11% | +14,964+137.7% | Added |
| Prosperitas Financial LLC | 25,973 | $3.92M | 1.62% | +25,973 | New |
| Cherry Creek Investment Advisors, Inc. | 26,264 | $3.96M | 1.71% | +60.0% | Added |
| Dark Forest Capital Management LP | 26,364 | $3.98M | 0.15% | +15,773+148.9% | Added |
| Trilogy Capital Inc. | 26,373 | $3.98M | 0.18% | +4,646+21.4% | Added |
| Capula Management Ltd | 26,416 | $3.99M | 0.03% | +21,616+450.3% | Added |
| NTV Asset Management LLC | 26,458 | $3.99M | 0.44% | +17,658+200.7% | Added |
| Manufacturers Life Insurance Company, The | 26,890 | $4.06M | 0.00% | +57+0.2% | Added |
| Nisa Investment Advisors, LLC | 26,960 | $4.07M | 0.02% | −2,332−8.0% | Reduced |
| Summerhill Capital Management lnc. | 27,196 | $4.10M | 4.26% | −60−0.2% | Reduced |
| Phoenix Holdings Ltd. | 27,204 | $4.10M | 0.05% | −19,522−41.8% | Reduced |
| Scotia Capital Inc. | 27,248 | $4.11M | 0.02% | +220+0.8% | Added |
| Bank of Nova Scotia | 27,313 | $4.12M | 0.01% | −1,926−6.6% | Reduced |
| Wakefield Asset Management LLLP | 27,438 | $4.14M | 1.13% | −2,082−7.1% | Reduced |
| Anson Funds Management LP | 27,500 | $4.15M | 0.46% | +27,500 | New |
| Mutual Advisors, LLC | 22,895 | $4.19M | 0.09% | +13,727+149.7% | Added |
| Boothe Investment Group, Inc. | 27,886 | $4.21M | 1.54% | −225−0.8% | Reduced |
| Morse Asset Management, Inc | 27,990 | $4.22M | 0.84% | +1,091+4.1% | Added |
| Atlantic Union Bankshares Corp | 28,094 | $4.24M | 0.08% | +1,101+4.1% | Added |
| Otter Creek Advisors, LLC | 28,250 | $4.26M | 4.23% | −14,186−33.4% | Reduced |
| Electron Capital Partners, LLC | 28,254 | $4.26M | 0.19% | −66−0.2% | Reduced |
| Night Squared LP | 28,283 | $4.27M | 1.54% | +28,283 | New |
| FWL Investment Management, LLC | 28,336 | $4.27M | 1.11% | +4,495+18.9% | Added |
| Stonebridge Financial Group, LLC | 28,667 | $4.32M | 0.38% | −31−0.1% | Reduced |
| Balboa Wealth Partners | 28,748 | $4.34M | 0.75% | −2,234−7.2% | Reduced |
| Goldstream Capital Management Ltd | 28,855 | $4.35M | 1.54% | −1,243−4.1% | Reduced |
| Seascape Capital Management | 29,075 | $4.39M | 1.26% | +1,858+6.8% | Added |
| Nia Impact Advisors, LLC | 29,093 | $4.39M | 1.43% | +29,093 | New |
| National Bank of Canada | 29,330 | $4.43M | 0.01% | +852+3.0% | Added |
| J. Safra Sarasin Holding AG | 29,375 | $4.43M | 0.07% | +16,175+122.5% | Added |
| Federation des caisses Desjardins du Quebec | 29,387 | $4.43M | 0.02% | +2,788+10.5% | Added |
| Twin Tree Management, LP | 29,437 | $4.44M | 0.21% | +29,437 | New |
| Merrion Investment Management Co, LLC | 30,000 | $4.53M | 2.60% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 30,169 | $4.55M | 0.68% | +30,169 | New |
| Azzad Asset Management Inc | 30,201 | $4.56M | 0.45% | +15,499+105.4% | Added |
| TCG Advisory Services, LLC | 30,221 | $4.56M | 0.17% | +9,683+47.1% | Added |
| Shorepoint Capital Partners LLC | 30,456 | $4.59M | 0.91% | +30,456 | New |
| Prevail Innovative Wealth Advisors, LLC | 30,559 | $4.61M | 0.89% | +30,559 | New |
| Oak Harvest Investment Services | 30,650 | $4.62M | 0.54% | +190+0.6% | Added |