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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 1,715 | $258.7K | 0.00% | −2,448−58.8% | Reduced |
| Archford Capital Strategies, LLC | 1,716 | $258.9K | 0.03% | +1,716 | New |
| Foster Victor Wealth Advisors, LLC | 1,622 | $259.9K | 0.02% | +1,622 | New |
| Visionary Wealth Advisors | 1,733 | $261.5K | 0.01% | +1,733 | New |
| Onyx Bridge Wealth Group LLC | 1,735 | $261.8K | 0.03% | +8+0.5% | Added |
| Geneos Wealth Management Inc. | 1,742 | $262.8K | 0.01% | −1,752−50.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,743 | $263.0K | 0.00% | +1,743 | New |
| L2 Asset Management, LLC | 1,750 | $264.0K | 0.04% | +65+3.9% | Added |
| MBL Wealth, LLC | 1,767 | $266.6K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 1,781 | $268.7K | 0.04% | +1,781 | New |
| Reuter James Wealth Management, LLC | 1,785 | $269.3K | 0.04% | −47−2.6% | Reduced |
| Westhampton Capital, LLC | 1,785 | $269.3K | 0.13% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 1,795 | $270.8K | 0.15% | +1,795 | New |
| Legacy Capital Group California, Inc. | 1,802 | $271.9K | 0.07% | +144+8.7% | Added |
| Dorsey & Whitney Trust CO LLC | 1,815 | $273.8K | 0.01% | +21+1.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,815 | $273.8K | 0.11% | −438−19.4% | Reduced |
| Golden State Equity Partners | 1,818 | $274.3K | 0.05% | +28+1.6% | Added |
| Requisite Capital Management, LLC | 1,819 | $274.4K | 0.05% | +1,819 | New |
| Cedar Wealth Management, LLC | 1,826 | $275.5K | 0.08% | +1,826 | New |
| Creative Financial Designs Inc | 1,827 | $275.7K | 0.02% | +21+1.2% | Added |
| Howard Capital Management Inc. | 1,837 | $277.1K | 0.00% | +54+3.0% | Added |
| Vestmark Advisory Solutions, Inc. | 1,841 | $277.7K | 0.01% | −4,621−71.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,858 | $280.4K | 0.02% | −811−30.4% | Reduced |
| Alta Advisers Ltd | 1,863 | $281.1K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 1,872 | $282.4K | 0.05% | +1,872 | New |
| Twinbeech Capital LP | 1,887 | $284.7K | 0.01% | −367−16.3% | Reduced |
| Brookstone Capital Management | 1,890 | $285.1K | 0.00% | +1,890 | New |
| Tred Avon Family Wealth, LLC | 1,898 | $286.3K | 0.10% | +1,898 | New |
| Keebeck Alpha, LP | 1,912 | $288.4K | 0.40% | +1,912 | New |
| Flagship Harbor Advisors, LLC | 1,915 | $288.8K | 0.01% | +214+12.6% | Added |
| Clarius Group, LLC | 1,917 | $289.2K | 0.02% | +2+0.1% | Added |
| Register Financial Advisors LLC | 1,920 | $289.7K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,922 | $290.0K | 0.01% | +1,922 | New |
| Lebenthal Global Advisors, LLC | 1,957 | $295.2K | 0.05% | +7+0.4% | Added |
| Bigelow Investment Advisors, LLC | 1,957 | $295.2K | 0.12% | +1,957 | New |
| Ameritas Advisory Services, LLC | 1,975 | $297.9K | 0.02% | −14,220−87.8% | Reduced |
| Gallacher Capital Management LLC | 2,000 | $301.7K | 0.12% | 00.0% | Unchanged |
| Siren, L.L.C. | 2,000 | $301.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,000 | $302.0K | 0.06% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,003 | $302.2K | 0.03% | −55−2.7% | Reduced |
| Investment Partners, Ltd. | 2,004 | $302.3K | 0.11% | +10.0% | Added |
| Crescent Grove Advisors, LLC | 2,006 | $302.6K | 0.03% | +2,006 | New |
| SeaCrest Wealth Management, LLC | 1,821 | $304.8K | 0.03% | −3,760−67.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,023 | $305.2K | 0.04% | −11−0.5% | Reduced |
| Albion Financial Group | 2,026 | $305.6K | 0.02% | −110,055−98.2% | Reduced |
| Balance Wealth, LLC | 2,032 | $306.6K | 0.08% | +2,032 | New |
| Millennium Capital Advisors, LLC | 2,046 | $308.7K | 0.19% | +2,046 | New |
| Titleist Asset Management, LLC | 2,046 | $308.7K | 0.03% | −703−25.6% | Reduced |
| Caerus Investment Advisors, LLC | 2,051 | $309.4K | 0.13% | +2,051 | New |
| Regal Investment Advisors LLC | 2,055 | $310.0K | 0.02% | +2,055 | New |
| IHT Wealth Management, LLC | 2,061 | $311.0K | 0.01% | −521−20.2% | Reduced |
| Skopos Labs, Inc. | 2,446 | $311.0K | 0.04% | +9+0.4% | Added |
| Willner & Heller, LLC | 2,078 | $313.5K | 0.24% | +2,078 | New |
| Moment Partners, LLC | 2,080 | $313.8K | 0.06% | +2,080 | New |
| SMART Wealth LLC | 2,097 | $316.4K | 0.12% | +2,097 | New |
| Synovus Financial Corp | 2,124 | $320.5K | 0.00% | +34+1.6% | Added |
| Wealthedge Investment Advisors, LLC | 2,138 | $322.5K | 0.12% | +2,138 | New |
| Nautilus Advisors LLC | 2,141 | $323.0K | 0.22% | +195+10.0% | Added |
| Continuum Advisory, LLC | 2,146 | $323.7K | 0.03% | −19−0.9% | Reduced |
| Beacon Financial Advisory LLC | 2,170 | $327.4K | 0.08% | +115+5.6% | Added |
| Armis Advisers, LLC | 1,725 | $330.2K | 0.03% | +1,725 | New |
| Centaurus Financial, Inc. | 2,212 | $334.0K | 0.02% | −180−7.5% | Reduced |
| Davenport & Co LLC | 2,214 | $334.1K | 0.00% | +114+5.4% | Added |
| Horizon Investment Services, LLC | 2,215 | $334.2K | 0.13% | −25−1.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,219 | $334.8K | 0.12% | +10.0% | Added |
| Smartleaf Asset Management LLC | 2,337 | $334.9K | 0.02% | +999+74.7% | Added |
| Frank, Rimerman Advisors LLC | 2,226 | $335.8K | 0.02% | −100−4.3% | Reduced |
| Modera Wealth Management, LLC | 2,229 | $336.3K | 0.00% | −211−8.6% | Reduced |
| Gries Financial LLC | 2,246 | $338.8K | 0.05% | −956−29.9% | Reduced |
| Inscription Capital, LLC | 2,248 | $339.2K | 0.04% | −426−15.9% | Reduced |
| Founders Financial Securities LLC | 2,251 | $339.6K | 0.02% | +162+7.8% | Added |
| Kerr Financial Planning Corp | 2,005 | $342.9K | 0.48% | +2,005 | New |
| Barton Investment Management | 2,285 | $344.7K | 0.04% | −15−0.7% | Reduced |
| TigerOak Management, L.L.C. | 2,286 | $344.9K | 0.11% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,137 | $345.3K | 0.06% | +16+0.8% | Added |
| Jackson Thornton Asset Management, LLC | 2,064 | $345.5K | 0.04% | +2,064 | New |
| Congress Park Capital LLC | 2,320 | $350.0K | 0.11% | −250−9.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,321 | $350.1K | 0.03% | +2,321 | New |
| State of Wyoming | 2,354 | $355.1K | 0.04% | +1,052+80.8% | Added |
| Sym Financial Corp | 2,369 | $357.4K | 0.04% | +21+0.9% | Added |
| Empirical Asset Management, LLC | 2,375 | $358.3K | 0.10% | +2,375 | New |
| Personal Cfo Solutions, LLC | 2,423 | $365.5K | 0.06% | +8+0.3% | Added |
| Benjamin Edwards Inc | 2,435 | $367.4K | 0.00% | −4,738−66.1% | Reduced |
| Van Eck Associates Corp | 2,440 | $368.0K | 0.00% | −29,562−92.4% | Reduced |
| West Family Investments, Inc. | 2,442 | $368.4K | 0.08% | +24+1.0% | Added |
| Plan A Wealth LLC | 2,447 | $369.2K | 0.19% | +2,447 | New |
| Optimist Retirement Group LLC | 2,462 | $371.4K | 0.17% | −690−21.9% | Reduced |
| Grange Capital, LLC | 2,466 | $372.0K | 0.36% | −1,562−38.8% | Reduced |
| Waterfront Wealth Inc. | 2,197 | $375.2K | 0.08% | +3+0.1% | Added |
| Thompson Davis & Co., Inc. | 2,500 | $377.1K | 0.23% | −500−16.7% | Reduced |
| Ashford Capital Management Inc | 2,500 | $377.1K | 0.04% | +2,500 | New |
| VGI Partners Ltd | 2,500 | $377.1K | 0.03% | +2,500 | New |
| Sunpointe, LLC | 2,505 | $377.9K | 0.14% | +2+0.1% | Added |
| Fairfield Financial Advisors, LTD | 2,506 | $378.0K | 0.13% | +2,506 | New |
| Advyzon Investment Management, LLC | 2,530 | $381.7K | 0.07% | +49+2.0% | Added |
| Capital Performance Advisors LLP | 2,531 | $381.8K | 0.06% | +34+1.4% | Added |
| Essex Financial Services, Inc. | 2,535 | $382.4K | 0.02% | +283+12.6% | Added |
| Forum Financial Management, LP | 2,537 | $382.7K | 0.01% | +496+24.3% | Added |
| Ariadne Wealth Management, LP | 2,340 | $382.9K | 0.17% | −157−6.3% | Reduced |
| Optimize Financial Inc | 2,541 | $383.3K | 0.20% | −207−7.5% | Reduced |