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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 778 | $117.4K | 0.04% | −982−55.8% | Reduced |
| Allianz SE | 797 | $120.2K | 0.00% | −1,842−69.8% | Reduced |
| Cloud Capital Management, LLC | 834 | $125.0K | 0.07% | +834 | New |
| Colonial Trust Advisors | 851 | $128.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 942 | $141.0K | 0.01% | −80−7.8% | Reduced |
| North Star Investment Management Corp. | 944 | $142.4K | 0.01% | −101−9.7% | Reduced |
| First Horizon Corp | 957 | $144.4K | 0.01% | +957 | New |
| AdvisorNet Financial, Inc | 973 | $146.8K | 0.01% | +280+40.4% | Added |
| Activest Wealth Management | 987 | $148.9K | 0.03% | +928+1,572.9% | Added |
| Family Legacy Financial Solutions, LLC | 1,002 | $151.1K | 0.12% | +1+0.1% | Added |
| Fairscale Capital, LLC | 1,007 | $151.9K | 0.10% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,008 | $152.1K | 0.04% | −140−12.2% | Reduced |
| Quadrant Capital Group LLC | 1,019 | $153.7K | 0.00% | +1,019 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $155.7K | 0.00% | +100+13.3% | Added |
| Tidemark, LLC | 1,036 | $156.3K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,044 | $157.5K | 0.00% | +801+329.6% | Added |
| Manchester Capital Management LLC | 1,048 | $158.0K | 0.02% | +240+29.7% | Added |
| Massmutual Trust Co FSB | 1,053 | $158.9K | 0.00% | +23+2.2% | Added |
| Fifth Third Bancorp | 1,068 | $161.1K | 0.00% | −516−32.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,072 | $161.7K | 0.10% | −119−10.0% | Reduced |
| Versant Capital Management, Inc | 1,086 | $163.8K | 0.02% | +15+1.4% | Added |
| Capital Advisors, Ltd. LLC | 1,096 | $165.0K | 0.02% | +1,010+1,174.4% | Added |
| Central Pacific Bank - Trust Division | 1,100 | $165.9K | 0.02% | −65−5.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,101 | $166.2K | 0.11% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 1,122 | $169.3K | 0.00% | −268−19.3% | Reduced |
| Virtus ETF Advisers LLC | 1,146 | $172.9K | 0.10% | +446+63.7% | Added |
| Exchange Traded Concepts, LLC | 1,187 | $179.1K | 0.00% | +1,187 | New |
| AdvisorShares Investments LLC | 1,197 | $180.6K | 0.03% | +770+180.3% | Added |
| Central Trust Co | 1,200 | $181.0K | 0.00% | +885+281.0% | Added |
| Ronald Blue Trust, Inc. | 1,221 | $184.2K | 0.00% | −3,525−74.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,141 | $184.3K | 0.00% | −3,789−76.9% | Reduced |
| Silver Oak Securities, Inc | 1,277 | $192.6K | 0.01% | +1,277 | New |
| Gordian Capital Singapore Pte Ltd | 1,300 | $196.1K | 0.27% | −4,150−76.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,325 | $199.9K | 0.03% | +700+112.0% | Added |
| Wesbanco Bank Inc | 1,326 | $200.0K | 0.01% | +1,326 | New |
| VisionPoint Advisory Group, LLC | 1,327 | $200.2K | 0.04% | +1,327 | New |
| First Citizens Bank & Trust Co | 1,330 | $200.6K | 0.00% | +1,330 | New |
| Wharton Business Group, LLC | 1,335 | $201.4K | 0.01% | +1,335 | New |
| Sunbelt Securities, Inc. | 1,338 | $201.9K | 0.01% | −14,195−91.4% | Reduced |
| Fortis Group Advisors, LLC | 1,047 | $201.9K | 0.03% | +1,047 | New |
| PFG Advisors | 1,354 | $204.3K | 0.01% | +1,354 | New |
| ASB Consultores, LLC | 1,369 | $206.5K | 0.91% | +1,369 | New |
| waypoint wealth counsel | 1,369 | $206.5K | 0.08% | +1,369 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,369 | $206.6K | 0.01% | +1,369 | New |
| Amussen Hunsaker Associates LLC | 1,380 | $207.5K | 0.02% | +1,380 | New |
| Fifth Third Wealth Advisors LLC | 1,379 | $208.0K | 0.01% | +1,379 | New |
| NFP Retirement, Inc. | 1,384 | $208.8K | 0.01% | +1,384 | New |
| Prentice Wealth Management LLC | 1,391 | $209.8K | 0.05% | +1,391 | New |
| Soltis Investment Advisors LLC | 1,392 | $210.0K | 0.01% | +1,392 | New |
| Michael S. Ryan, Inc. | 1,395 | $210.4K | 0.13% | +1,395 | New |
| Waterloo Capital, L.P. | 1,401 | $211.4K | 0.02% | +1,401 | New |
| Legacy Wealth Management, LLC | 1,402 | $211.6K | 0.06% | +1,402 | New |
| Moody National Bank Trust Division | 1,410 | $212.7K | 0.02% | +1,410 | New |
| N.E.W. Advisory Services LLC | 1,423 | $214.7K | 0.02% | −363−20.3% | Reduced |
| Empire Financial Management Company, LLC | 1,424 | $214.8K | 0.05% | −890−38.5% | Reduced |
| BSW Wealth Partners | 1,440 | $217.3K | 0.03% | +1,440 | New |
| First Community Trust NA | 1,446 | $218.1K | 0.17% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,448 | $218.5K | 0.06% | −186−11.4% | Reduced |
| Simmons Bank | 1,454 | $219.4K | 0.01% | −136−8.6% | Reduced |
| Oxford Financial Group Ltd | 1,457 | $219.8K | 0.01% | +1,457 | New |
| Cavalier Investments, LLC | 2,496 | $220.8K | 0.09% | +124+5.2% | Added |
| Financial Management Network Inc | 1,360 | $221.4K | 0.04% | +1,360 | New |
| MASTERINVEST Kapitalanlage GmbH | 1,469 | $221.6K | 0.02% | +1,469 | New |
| TD Private Client Wealth LLC | 1,477 | $222.8K | 0.01% | +114+8.4% | Added |
| Narwhal Capital Management | 1,486 | $224.2K | 0.02% | +1,486 | New |
| Jump Financial, LLC | 1,498 | $226.0K | 0.00% | +1,498 | New |
| F/M Investments LLC | 1,499 | $226.1K | 0.01% | +1,499 | New |
| Simplicity Wealth,LLC | 1,499 | $226.1K | 0.01% | +1,499 | New |
| West Tower Group, LLC | 1,500 | $226.3K | 0.66% | +1,500 | New |
| Strategic Wealth Partners, Ltd. | 1,502 | $226.6K | 0.02% | +1,152+329.1% | Added |
| Aire Advisors, LLC | 1,510 | $227.8K | 0.04% | +1,510 | New |
| GWN Securities Inc. | 1,465 | $229.0K | 0.05% | −319−17.9% | Reduced |
| Johnson Investment Counsel Inc | 1,523 | $229.8K | 0.00% | +1,523 | New |
| Journey Strategic Wealth LLC | 1,525 | $230.1K | 0.01% | +1,525 | New |
| Hollencrest Capital Management | 1,531 | $231.0K | 0.01% | −124−7.5% | Reduced |
| SG Americas Securities, LLC | 1,543 | $233.0K | 0.00% | −25,294−94.3% | Reduced |
| DLK Investment Management, LLC | 1,551 | $234.0K | 0.09% | +1,551 | New |
| LeConte Wealth Management, LLC | 1,567 | $236.4K | 0.16% | +1,567 | New |
| Magnus Financial Group LLC | 1,573 | $237.3K | 0.02% | +1,573 | New |
| Goldstein Advisors, LLC | 1,578 | $238.1K | 0.03% | −935−37.2% | Reduced |
| McAdam, LLC | 1,584 | $239.0K | 0.01% | +1,584 | New |
| GTS Securities LLC | 1,596 | $240.8K | 0.01% | +1,596 | New |
| Ethos Financial Group, LLC | 1,610 | $242.9K | 0.02% | +1,610 | New |
| Founders Financial Alliance, LLC | 1,623 | $244.8K | 0.05% | +2+0.1% | Added |
| Gen-Wealth Partners Inc | 1,628 | $245.6K | 0.08% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,633 | $246.4K | 0.00% | +1,633 | New |
| denkapparat Operations GmbH | 1,634 | $246.5K | 0.16% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 1,636 | $246.8K | 0.21% | −45−2.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,652 | $249.2K | 0.02% | −442−21.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,662 | $250.7K | 0.06% | −3−0.2% | Reduced |
| Quotient Wealth Partners, LLC | 1,662 | $250.8K | 0.01% | +25+1.5% | Added |
| Cura Wealth Advisors, LLC | 1,663 | $250.9K | 0.10% | −77−4.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 1,672 | $252.2K | 0.01% | +19+1.1% | Added |
| ORG Partners LLC | 1,673 | $252.4K | 0.05% | +81+5.1% | Added |
| Consolidated Portfolio Review Corp | 1,678 | $253.2K | 0.03% | −952−36.2% | Reduced |
| McGuire Investment Group, LLC | 1,688 | $254.7K | 0.03% | +1,688 | New |
| Capital Advisors Inc | 1,693 | $255.4K | 0.00% | +1,693 | New |
| Holderness Investments Co | 1,694 | $255.6K | 0.05% | +1,694 | New |
| Cahill Financial Advisors Inc | 1,698 | $256.2K | 0.03% | −1,544−47.6% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,705 | $257.2K | 0.09% | +1,705 | New |