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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 1,436 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ3 2025: $45.3B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2025.

Institutions holding VRT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Great Lakes Advisors, LLC2,550$384.7K0.00%−3,826−60.0%Reduced
Voya Financial Advisors, Inc.2,685$384.8K0.04%−310−10.4%Reduced
CRA Financial Services, LLC2,553$385.1K0.05%+15+0.6%Added
HBK Sorce Advisory LLC2,136$385.6K0.01%+360+20.3%Added
Camden Capital, LLC2,559$386.1K0.03%+268+11.7%Added
Philip James Wealth Mangement, LLC2,577$388.8K0.05%+2,577New
Kovitz Investment Group Partners, LLC2,578$389.0K0.00%−1,189−31.6%Reduced
Magnolia Capital Management Ltd2,580$389.0K0.30%00.0%Unchanged
American Trust2,580$389.2K0.03%−144−5.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC2,580$389.2K0.08%+2,580New
Rockland Trust Co2,593$391.2K0.02%−200−7.2%Reduced
Polymer Capital Management (HK) LTD2,609$393.6K0.05%+2,609New
Concentrum Wealth Management2,612$394.1K0.11%+4+0.2%Added
Rothschild Investment LLC2,624$395.9K0.02%+876+50.1%Added
Sagespring Wealth Partners, LLC2,636$397.6K0.01%+125+5.0%Added
Clear Creek Financial Management, LLC2,637$397.8K0.03%+2,637New
bLong Financial, LLC2,670$402.8K0.28%+120+4.7%Added
Aureus Asset Management, LLC2,673$403.2K0.03%00.0%Unchanged
Guinness Asset Management LTD2,861$410.0K0.01%−560−16.4%Reduced
Prospect Financial Services LLC2,719$410.2K0.24%−100−3.5%Reduced
Reliant Investment Partners, LLC2,575$412.5K0.32%−200−7.2%Reduced
Wetherby Asset Management Inc2,737$412.9K0.02%+174+6.8%Added
Larson Financial Group LLC2,761$416.6K0.01%+572+26.1%Added
Accurate Wealth Management, LLC2,383$417.6K0.06%+135+6.0%Added
Platform Technology Partners2,769$417.7K0.10%00.0%Unchanged
Montag A & Associates Inc2,783$419.8K0.02%+109+4.1%Added
Birch Hill Investment Advisors LLC2,795$421.7K0.02%00.0%Unchanged
Elm3 Financial Group, LLC2,805$423.2K0.35%−93−3.2%Reduced
Bluesphere Advisors, LLC2,809$423.8K0.19%00.0%Unchanged
Washburn Capital Management, Inc.2,820$425.4K0.24%00.0%Unchanged
Sowell Financial Services LLC2,820$425.5K0.02%+91+3.3%Added
Atticus Wealth Management, LLC2,824$426.0K0.11%−17−0.6%Reduced
Cyndeo Wealth Partners, LLC2,829$426.8K0.02%+22+0.8%Added
Meridian Wealth Management, LLC2,842$428.7K0.02%−15,301−84.3%Reduced
Bridges Investment Management Inc2,842$428.7K0.01%+266+10.3%Added
Financial Partners Group, Inc2,845$429.2K0.05%−278−8.9%Reduced
BTG Pactual Asset Management US LLC2,855$430.7K0.05%+2,855New
Petredis Investment Advisors LLC2,861$431.6K0.03%+2,861New
Astoria Portfolio Advisors LLC.2,586$432.9K0.11%+2,586New
Almanack Investment Partners, LLC.2,893$436.4K0.07%−50−1.7%Reduced
Smith, Moore & Co.2,911$439.2K0.03%+455+18.5%Added
Ingalls & Snyder LLC2,917$440.0K0.01%00.0%Unchanged
True Vision MN LLC2,918$440.2K0.23%+2,918New
Sonoma Allocations LLC2,476$440.3K0.16%+2,476New
Moody Lynn & Lieberson, LLC2,922$440.8K0.02%+250+9.4%Added
Stratos Wealth Advisors, LLC2,926$441.4K0.02%+626+27.2%Added
Guerra Pan Advisors, LLC2,930$442.0K0.27%00.0%Unchanged
Ballentine Partners, LLC2,935$442.8K0.01%+41+1.4%Added
Alta Capital Management LLC2,942$443.8K0.02%+401+15.8%Added
HM Payson & Co2,950$445.0K0.01%+800+37.2%Added
San Luis Wealth Advisors LLC2,962$446.9K0.08%+2,962New
Schmidt P J Investment Management Inc2,965$447.3K0.07%+2,965New
Nations Financial Group Inc,2,974$448.8K0.03%−571−16.1%Reduced
Aaron Wealth Advisors2,980$449.6K0.03%−393−11.7%Reduced
Shell Asset Management Co2,985$450.0K0.05%−10,784−78.3%Reduced
Worth Financial Advisory Group, LLC2,995$451.8K0.25%+517+20.9%Added
Verus Capital Partners, LLC2,998$452.3K0.04%+2,998New
Alta Wealth Advisors LLC2,998$452.3K0.16%+2,998New
Icon Wealth Advisors, LLC2,999$452.4K0.03%+216+7.8%Added
Aspetuck Financial Management LLC3,003$453.0K0.31%+75+2.6%Added
Optas, LLC3,005$453.3K0.08%+40+1.3%Added
Investors Asset Management of Georgia Inc3,020$455.6K0.19%+55+1.9%Added
Leo Wealth, LLC3,032$457.4K0.06%−331−9.8%Reduced
Roman Butler Fullerton & Co2,302$458.7K0.12%−242−9.5%Reduced
RFG Advisory, LLC3,051$460.2K0.01%+216+7.6%Added
SFE Investment Counsel3,055$460.9K0.07%−30−1.0%Reduced
Sharp Financial Services, LLC3,055$460.9K0.25%+525+20.8%Added
Bellecapital International Ltd.3,056$461.0K0.07%00.0%Unchanged
Enclave Advisors LLC3,058$461.3K0.07%+154+5.3%Added
BostonPremier Wealth LLC3,062$461.9K0.23%+971+46.4%Added
Liberty One Investment Management, LLC3,066$465.9K0.03%+1,046+51.8%Added
Jacobi Capital Management LLC3,093$466.7K0.03%+108+3.6%Added
Toth Financial Advisory Corp3,100$467.7K0.05%+3,000+3,000.0%Added
Concentric Capital Strategies, LP3,101$467.8K0.02%+3,101New
Scratch Capital LLC3,101$467.8K0.31%+3,101New
Advisors Capital Management, LLC3,127$471.8K0.01%+3,127New
IFG Advisory, LLC3,153$475.7K0.02%−1,488−32.1%Reduced
World Equity Group, Inc.3,157$476.3K0.11%+922+41.3%Added
Exencial Wealth Advisors, LLC3,159$476.6K0.02%+3,159New
Kaufman Rossin Wealth, LLC3,168$477.9K0.26%+92+3.0%Added
Quarry LP3,176$479.1K0.12%+3,176New
Brookwood Investment Group LLC3,197$482.3K0.06%−217−6.4%Reduced
Wealth Management Associates, Inc.3,198$482.4K0.17%+806+33.7%Added
NorthRock Partners, LLC3,254$490.8K0.01%+1,486+84.0%Added
Partners Capital Investment Group, LLP3,281$495.0K0.02%−557−14.5%Reduced
Assetmark, Inc3,300$497.8K0.00%+803+32.2%Added
Stanley-Laman Group, Ltd.3,313$499.8K0.07%+3,313New
PDS Planning, Inc3,323$501.3K0.03%−34−1.0%Reduced
Parisi Gray Wealth Management3,343$504.3K0.13%+1,148+52.3%Added
Horizon Family Wealth, Inc.3,353$505.9K0.29%+10.0%Added
Asahi Life Asset Management Co., Ltd.3,355$506.1K0.28%00.0%Unchanged
Mason & Associates Inc3,367$507.9K0.10%+423+14.4%Added
Fi3 FINANCIAL ADVISORS, LLC3,398$512.6K0.17%+3,398New
Fedenia Advisers LLC3,410$514.4K0.20%+30+0.9%Added
Fortitude Advisory Group L.L.C.3,451$520.6K0.28%+164+5.0%Added
Cresset Asset Management, LLC3,461$522.1K0.00%+466+15.6%Added
Fullcircle Wealth LLC2,900$524.4K0.18%00.0%Unchanged
SCS Capital Management LLC3,476$524.4K0.01%−1,085−23.8%Reduced
GAMMA Investing LLC3,484$525.6K0.03%+591+20.4%Added
New Millennium Group LLC3,492$526.8K0.24%+3,492New