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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 100 | $15.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $15.1K | 0.00% | +100 | New |
| Caldwell Trust Co | 100 | $15.1K | 0.00% | +100 | New |
| Aventus Investment Advisors, Inc. | 100 | $15.1K | 0.01% | +100 | New |
| Guerra Advisors Inc | 103 | $15.5K | 0.01% | +103 | New |
| Graney & King, LLC | 107 | $16.1K | 0.01% | +107 | New |
| Fortitude Family Office, LLC | 112 | $16.9K | 0.00% | +10+9.8% | Added |
| Resources Management Corp | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 114 | $17.2K | 0.01% | +71+165.1% | Added |
| HighMark Wealth Management LLC | 115 | $17.3K | 0.01% | −20−14.8% | Reduced |
| Proffitt & Goodson Inc | 119 | $18.0K | 0.00% | +119 | New |
| SJS Investment Consulting Inc. | 120 | $18.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 125 | $18.9K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 127 | $19.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $19.6K | 0.00% | +100+333.3% | Added |
| Grove Bank & Trust | 140 | $21.1K | 0.00% | +69+97.2% | Added |
| Lummis Asset Management, LP | 142 | $21.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 146 | $22.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $22.2K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $22.6K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $22.6K | 0.01% | +15+11.1% | Added |
| Mather Group, LLC. | 151 | $22.8K | 0.00% | +151 | New |
| TD Capital Management LLC | 151 | $22.8K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 162 | $24.4K | 0.01% | +162 | New |
| Financial Management Professionals, Inc. | 166 | $25.0K | 0.00% | +156+1,560.0% | Added |
| Pacer Advisors, Inc. | 171 | $25.8K | 0.00% | +69+67.6% | Added |
| Winch Advisory Services, LLC | 185 | $27.9K | 0.01% | −21−10.2% | Reduced |
| Bear Mountain Capital, Inc. | 160 | $28.0K | 0.01% | +50+45.5% | Added |
| Walleye Capital LLC | 187 | $28.2K | 0.00% | −5,163−96.5% | Reduced |
| Hemington Wealth Management | 194 | $29.0K | 0.00% | +29+17.6% | Added |
| True Wealth Design, LLC | 194 | $29.3K | 0.01% | +68+54.0% | Added |
| Godsey & Gibb Associates | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $30.2K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 200 | $30.2K | 0.01% | +200 | New |
| Quent Capital, LLC | 200 | $30.2K | 0.00% | +200 | New |
| Pacific Center for Financial Services | 200 | $30.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 203 | $30.6K | 0.00% | +203 | New |
| Avion Wealth | 216 | $32.0K | 0.01% | +3+1.4% | Added |
| Pittenger & Anderson Inc | 213 | $32.1K | 0.00% | +50+30.7% | Added |
| Horizon Financial Services, LLC | 220 | $33.2K | 0.02% | +220 | New |
| DiNuzzo Private Wealth, Inc. | 267 | $34.1K | 0.00% | +3+1.1% | Added |
| Sachetta, LLC | 237 | $35.8K | 0.01% | −2−0.8% | Reduced |
| Brown Brothers Harriman & Co | 237 | $35.8K | 0.00% | +65+37.8% | Added |
| Pinnacle Bancorp, Inc. | 238 | $35.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 235 | $36.0K | 0.02% | −2,350−90.9% | Reduced |
| Bessemer Group Inc | 240 | $36.0K | 0.00% | +240 | New |
| Glen Eagle Advisors, LLC | 240 | $36.2K | 0.01% | +10+4.3% | Added |
| JFS Wealth Advisors, LLC | 241 | $36.4K | 0.00% | +102+73.4% | Added |
| Old Point Trust & Financial Services N A | 250 | $37.7K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 250 | $38.0K | 0.01% | −653−72.3% | Reduced |
| UMA Financial Services, Inc. | 263 | $39.7K | 0.01% | +188+250.7% | Added |
| Tortoise Investment Management, LLC | 270 | $40.8K | 0.00% | +5+1.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 287 | $43.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 290 | $43.8K | 0.01% | −53−15.5% | Reduced |
| Salomon & Ludwin, LLC | 276 | $44.2K | 0.00% | +276 | New |
| Johnson Financial Group, Inc. | 296 | $44.7K | 0.00% | +296 | New |
| Farmers & Merchants Investments Inc | 300 | $45.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $45.3K | 0.01% | +300 | New |
| North Capital, Inc. | 307 | $46.3K | 0.04% | +2+0.7% | Added |
| Maseco LLP | 310 | $46.8K | 0.00% | +300+3,000.0% | Added |
| Itau Unibanco Holding S.A. | 314 | $47.4K | 0.00% | −17−5.1% | Reduced |
| Barrett & Company, Inc. | 325 | $49.0K | 0.02% | −500−60.6% | Reduced |
| City Holding Co | 330 | $49.8K | 0.01% | −70−17.5% | Reduced |
| Westside Investment Management, Inc. | 335 | $50.5K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 364 | $54.9K | 0.03% | +109+42.7% | Added |
| Levin Capital Strategies, L.P. | 368 | $55.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 372 | $56.1K | 0.00% | −94−20.2% | Reduced |
| REAP Financial Group, LLC | 394 | $59.5K | 0.01% | −58−12.8% | Reduced |
| Crewe Advisors LLC | 441 | $66.5K | 0.01% | −92−17.3% | Reduced |
| Bell Investment Advisors, Inc | 459 | $69.2K | 0.01% | −38−7.6% | Reduced |
| Concord Wealth Partners | 468 | $70.6K | 0.01% | +467+46,700.0% | Added |
| GW&K Investment Management, LLC | 469 | $71.0K | 0.00% | +102+27.8% | Added |
| Sound Income Strategies, LLC | 423 | $71.4K | 0.00% | +423 | New |
| Bogart Wealth, LLC | 475 | $71.7K | 0.00% | −997−67.7% | Reduced |
| RiverPark Advisors, LLC | 492 | $74.2K | 0.03% | −130−20.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $75.4K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $75.4K | 0.01% | +50+11.1% | Added |
| TruNorth Capital Management, LLC | 502 | $75.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 507 | $76.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 554 | $83.6K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 556 | $83.9K | 0.00% | +556 | New |
| Parkside Financial Bank & Trust | 557 | $84.0K | 0.01% | +177+46.6% | Added |
| American National Bank | 559 | $84.3K | 0.01% | +387+225.0% | Added |
| Bryn Mawr Trust Co | 575 | $86.7K | 0.00% | −2,752−82.7% | Reduced |
| Osterweis Capital Management Inc | 579 | $87.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 579 | $87.4K | 0.01% | +579 | New |
| Armstrong Advisory Group, Inc | 580 | $87.5K | 0.01% | +60+11.5% | Added |
| Anchor Investment Management, LLC | 590 | $89.0K | 0.01% | +490+490.0% | Added |
| Wealth Watch Advisors, INC | 599 | $90.4K | 0.04% | +599 | New |
| Wolff Wiese Magana LLC | 604 | $91.1K | 0.05% | +50+9.0% | Added |
| Root Financial Partners, LLC | 610 | $92.0K | 0.01% | +610 | New |
| Ossiam | 616 | $92.9K | 0.00% | +223+56.7% | Added |
| Optimum Investment Advisors | 640 | $96.5K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 665 | $100.3K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 684 | $103.2K | 0.03% | −2,041−74.9% | Reduced |
| TFC Financial Management | 685 | $103.3K | 0.01% | −201−22.7% | Reduced |
| WPG Advisers, LLC | 761 | $114.8K | 0.09% | −138−15.4% | Reduced |
| Abich Financial Wealth Management LLC | 774 | $116.8K | 0.04% | +774 | New |