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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 30,995 | $4.68M | 0.03% | +2,060+7.1% | Added |
| BNP Paribas | 31,468 | $4.75M | 0.14% | +1,425+4.7% | Added |
| Hollow Brook Wealth Management LLC | 31,732 | $4.79M | 1.13% | +239+0.8% | Added |
| Mirova | 32,216 | $4.86M | 0.69% | +17,216+114.8% | Added |
| CI Private Wealth, LLC | 32,405 | $4.89M | 0.01% | −4,783−12.9% | Reduced |
| Strategic Global Advisors, LLC | 32,737 | $4.94M | 0.75% | −579−1.7% | Reduced |
| Summit Financial, LLC | 32,844 | $4.95M | 0.08% | +32,844 | New |
| NEOS Investment Management LLC | 32,871 | $4.96M | 0.04% | +2,298+7.5% | Added |
| Tema ETFs LLC | 32,871 | $4.96M | 0.41% | +2,298+7.5% | Added |
| Viking Fund Management LLC | 33,000 | $4.98M | 0.60% | −2,000−5.7% | Reduced |
| Next Century Growth Investors LLC | 33,098 | $4.99M | 0.36% | −8,761−20.9% | Reduced |
| Swiss Life Asset Management Ltd | 33,571 | $5.06M | 0.03% | −4,539−11.9% | Reduced |
| Natixis | 33,865 | $5.11M | 0.03% | +26,921+387.7% | Added |
| Davidson Capital Management Inc. | 34,244 | $5.17M | 1.15% | −848−2.4% | Reduced |
| Intech Investment Management LLC | 34,307 | $5.18M | 0.05% | +11,404+49.8% | Added |
| KMG Fiduciary Partners, LLC | 34,420 | $5.19M | 0.35% | +322+0.9% | Added |
| HCR Wealth Advisors | 32,551 | $5.26M | 0.54% | +1,593+5.1% | Added |
| Alight Capital Management LP | 35,000 | $5.28M | 1.26% | +35,000 | New |
| M&T Bank Corp | 35,255 | $5.32M | 0.02% | −4,889−12.2% | Reduced |
| Rowland & Co Investment Counsel | 35,266 | $5.32M | 1.04% | −559−1.6% | Reduced |
| Assenagon Asset Management S.A. | 35,277 | $5.32M | 0.01% | −165,535−82.4% | Reduced |
| Mercer Global Advisors Inc | 35,290 | $5.32M | 0.01% | +668+1.9% | Added |
| Bradley Foster & Sargent Inc | 35,433 | $5.35M | 0.08% | +1,968+5.9% | Added |
| Steel Peak Wealth Management LLC | 35,443 | $5.35M | 0.18% | +675+1.9% | Added |
| Brant Point Investment Management LLC | 35,500 | $5.36M | 1.19% | −5,697−13.8% | Reduced |
| Westbourne Investments, Inc. | 27,925 | $5.39M | 2.57% | −710−2.5% | Reduced |
| Penserra Capital Management LLC | 36,324 | $5.48M | 0.07% | −10,270−22.0% | Reduced |
| Kieckhefer Group LLC | 36,404 | $5.49M | 2.57% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 36,480 | $5.50M | 0.08% | +33,592+1,163.2% | Added |
| Sovran Advisors, LLC | 28,588 | $5.54M | 0.49% | +3,780+15.2% | Added |
| Thor Investment Management Inc | 36,931 | $5.57M | 3.36% | −468−1.3% | Reduced |
| Lazard Asset Management LLC | 37,607 | $5.67M | 0.01% | −3,945−9.5% | Reduced |
| Pennant Select, LLC | 37,800 | $5.70M | 3.59% | −9,000−19.2% | Reduced |
| Alberta Investment Management Corp | 38,200 | $5.76M | 0.04% | +38,200 | New |
| CMH Wealth Management LLC | 38,318 | $5.78M | 1.23% | +38,318 | New |
| Old West Investment Management, LLC | 38,444 | $5.80M | 1.33% | +2,477+6.9% | Added |
| CWM Advisors, LLC | 38,472 | $5.80M | 0.56% | +29,022+307.1% | Added |
| Avanza Fonder AB | 38,882 | $5.87M | 0.15% | +3,613+10.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 38,942 | $5.87M | 0.28% | −2,411−5.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 39,490 | $5.96M | 0.04% | +4,332+12.3% | Added |
| JustInvest LLC | 39,791 | $6.00M | 0.06% | +1,852+4.9% | Added |
| Brown Advisory Inc | 40,133 | $6.05M | 0.01% | −37,410−48.2% | Reduced |
| Old National Bancorp | 40,492 | $6.11M | 0.10% | +34,213+544.9% | Added |
| AIA Group Ltd | 40,501 | $6.11M | 0.11% | +38,586+2,014.9% | Added |
| Incline Global Management LLC | 40,875 | $6.17M | 1.83% | +40,875 | New |
| Abn Amro Investment Solutions | 40,928 | $6.17M | 0.13% | +30,012+274.9% | Added |
| King Luther Capital Management Corp | 40,955 | $6.18M | 0.03% | +40,955 | New |
| Westpac Banking Corp | 41,332 | $6.24M | 0.39% | +28,520+222.6% | Added |
| Dakota Wealth Management | 41,467 | $6.26M | 0.13% | +36,608+753.4% | Added |
| Edgemoor Investment Advisors, Inc. | 41,551 | $6.27M | 0.48% | +2,212+5.6% | Added |
| Candriam Luxembourg S.C.A. | 41,736 | $6.30M | 0.03% | +6,929+19.9% | Added |
| MAI Capital Management | 41,759 | $6.30M | 0.04% | +582+1.4% | Added |
| Bulltick Wealth Management, LLC | 41,860 | $6.32M | 1.49% | −10,700−20.4% | Reduced |
| Southeast Asset Advisors Inc. | 42,265 | $6.38M | 0.69% | −249−0.6% | Reduced |
| Oak Ridge Investments LLC | 42,290 | $6.38M | 0.41% | +622+1.5% | Added |
| Ulland Investment Advisors, LLC | 42,430 | $6.40M | 4.82% | +260+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 42,452 | $6.40M | 0.68% | +6,431+17.9% | Added |
| Jefferies Financial Group Inc. | 43,028 | $6.49M | 0.06% | +43,028 | New |
| Kessler Investment Group, LLC | 43,295 | $6.53M | 2.80% | +43,295 | New |
| LGT Group Foundation | 40,726 | $6.58M | 0.08% | +563+1.4% | Added |
| Ellsworth Advisors, LLC | 36,464 | $6.58M | 1.40% | +36,464 | New |
| Advisory Services Network, LLC | 43,722 | $6.60M | 0.10% | −1,726−3.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 43,905 | $6.62M | 2.86% | +801+1.9% | Added |
| Great Valley Advisor Group, Inc. | 44,165 | $6.66M | 0.13% | +1,191+2.8% | Added |
| Bokf, NA | 44,235 | $6.67M | 0.10% | +13,661+44.7% | Added |
| Stonegate Investment Group, LLC | 44,301 | $6.68M | 0.16% | −34,536−43.8% | Reduced |
| Mitchell Capital Management Co | 44,715 | $6.75M | 1.15% | +421+1.0% | Added |
| Sterling Capital Management LLC | 44,759 | $6.75M | 0.10% | −52,712−54.1% | Reduced |
| Pinebridge Investments, L.P. | 44,802 | $6.76M | 0.05% | +10,944+32.3% | Added |
| Harvest Fund Management Co., Ltd | 56,464 | $6.83M | 0.29% | −2,613−4.4% | Reduced |
| Pinnacle Associates Ltd | 45,290 | $6.83M | 0.09% | −1,622−3.5% | Reduced |
| Nwam LLC | 38,893 | $6.83M | 0.37% | −1,246−3.1% | Reduced |
| Omers Administration Corp | 45,359 | $6.84M | 0.05% | −100,592−68.9% | Reduced |
| Colony Group, LLC | 46,119 | $6.96M | 0.01% | +14,061+43.9% | Added |
| Leeward Financial Partners, LLC | 46,715 | $7.05M | 2.01% | +3,058+7.0% | Added |
| Ripple Effect Asset Management LP | 47,150 | $7.11M | 4.10% | −18,150−27.8% | Reduced |
| Alerus Financial NA | 47,384 | $7.15M | 0.36% | −2,455−4.9% | Reduced |
| Teacher Retirement System of Texas | 47,389 | $7.15M | 0.03% | −7,512−13.7% | Reduced |
| Game Creek Capital, LP | 48,650 | $7.34M | 3.15% | −3,600−6.9% | Reduced |
| Knollwood Investment Advisory, LLC | 48,793 | $7.36M | 0.66% | +11,818+32.0% | Added |
| Kovack Advisors, Inc. | 49,491 | $7.47M | 0.70% | −5,651−10.2% | Reduced |
| Zimmer Partners, LP | 50,000 | $7.54M | 0.18% | −15,000−23.1% | Reduced |
| Royal Fund Management, LLC | 50,108 | $7.56M | 0.93% | −3,338−6.2% | Reduced |
| Qsemble Capital Management, LP | 50,500 | $7.62M | 0.75% | +50,500 | New |
| The PNC Financial Services Group, Inc. | 50,963 | $7.69M | 0.00% | −1,167−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 51,194 | $7.72M | 0.11% | −19,792−27.9% | Reduced |
| Clark Capital Management Group, Inc. | 51,561 | $7.78M | 0.05% | +6,632+14.8% | Added |
| Ethic Inc. | 51,677 | $7.80M | 0.13% | +2,151+4.3% | Added |
| Public Sector Pension Investment Board | 52,000 | $7.84M | 0.03% | +52,000 | New |
| British Columbia Investment Management Corp | 52,032 | $7.85M | 0.04% | −4,881−8.6% | Reduced |
| Polymer Capital Management (US) LLC | 52,228 | $7.88M | 1.05% | −33,198−38.9% | Reduced |
| Jag Capital Management, LLC | 52,612 | $7.94M | 0.87% | +52,612 | New |
| Jackson Square Capital, LLC | 52,804 | $7.97M | 1.74% | +2,681+5.3% | Added |
| Strategic Blueprint, LLC | 53,559 | $8.08M | 0.35% | +678+1.3% | Added |
| Toroso Investments, LLC | 53,581 | $8.08M | 0.03% | +30,203+129.2% | Added |
| Stephens Inc | 54,187 | $8.17M | 0.10% | +3,926+7.8% | Added |
| Wealthfront Advisers LLC | 54,259 | $8.19M | 0.02% | +3,128+6.1% | Added |
| Perigon Wealth Management, LLC | 54,531 | $8.23M | 0.17% | +27,060+98.5% | Added |
| Sanctuary Advisors, LLC | 54,909 | $8.28M | 0.05% | +5,206+10.5% | Added |
| Sit Investment Associates Inc | 55,173 | $8.32M | 0.17% | +936+1.7% | Added |