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 |
|---|---|---|---|---|---|
| Liberty Wealth Management LLC | 3,496 | $527.5K | 0.07% | −21−0.6% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $528.0K | 0.38% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 3,500 | $528.0K | 0.09% | +3,500 | New |
| Savant Capital, LLC | 3,517 | $530.6K | 0.00% | +1,822+107.5% | Added |
| Eventide Asset Management, LLC | 3,552 | $535.8K | 0.01% | +3,552 | New |
| Crossmark Global Holdings, Inc. | 3,562 | $537.4K | 0.01% | +67+1.9% | Added |
| Dudley Capital Management, LLC | 3,575 | $539.3K | 0.24% | +230+6.9% | Added |
| Transcendent Capital Group LLC | 3,579 | $539.9K | 0.24% | −192−5.1% | Reduced |
| Fort Sheridan Advisors LLC | 3,585 | $540.8K | 0.07% | −446−11.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 3,596 | $542.5K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 3,637 | $548.7K | 0.00% | +936+34.7% | Added |
| FineMark National Bank & Trust | 3,647 | $550.2K | 0.02% | −74−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,661 | $552.2K | 0.00% | +39+1.1% | Added |
| SIH Partners, LLLP | 3,687 | $556.2K | 0.05% | +3,687 | New |
| Grandview Asset Management LLC | 3,691 | $556.8K | 0.16% | +155+4.4% | Added |
| Cigna Investments Inc | 3,694 | $557.0K | 0.08% | −61−1.6% | Reduced |
| Mindset Wealth Management, LLC | 3,705 | $559.0K | 0.15% | +971+35.5% | Added |
| Fiduciary Financial Group, LLC | 3,722 | $561.4K | 0.09% | +3,722 | New |
| Raleigh Capital Management Inc. | 3,730 | $562.7K | 0.21% | −520−12.2% | Reduced |
| Redwood Financial Network Corp | 3,751 | $565.9K | 0.36% | +118+3.2% | Added |
| LaSalle St. Investment Advisors, LLC | 3,762 | $567.0K | 0.10% | −194−4.9% | Reduced |
| Fortress Private Ledger, LLC | 3,769 | $568.6K | 0.21% | +1,690+81.3% | Added |
| Advisor OS, LLC | 3,770 | $568.8K | 0.05% | +1,492+65.5% | Added |
| GeoWealth Management, LLC | 3,779 | $570.1K | 0.02% | −547−12.6% | Reduced |
| Quest Partners LLC | 3,783 | $570.7K | 0.04% | +3,023+397.8% | Added |
| Washington Capital Management Inc | 3,795 | $572.5K | 0.41% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,837 | $578.9K | 0.06% | +50+1.3% | Added |
| Seelaus Asset Management LLC | 3,850 | $580.8K | 0.46% | +20+0.5% | Added |
| Warren Averett Asset Management, LLC | 3,865 | $583.1K | 0.01% | +530+15.9% | Added |
| Hantz Financial Services, Inc. | 3,903 | $589.0K | 0.01% | −103−2.6% | Reduced |
| Swisher Financial Concepts, Inc. | 3,913 | $590.3K | 0.35% | −69−1.7% | Reduced |
| Algert Global LLC | 3,940 | $594.4K | 0.01% | +3,940 | New |
| Opinicus Capital, Inc. | 3,972 | $599.2K | 0.42% | −433−9.8% | Reduced |
| Wedmont Private Capital | 3,782 | $600.8K | 0.02% | +178+4.9% | Added |
| Ulysses Management LLC | 4,000 | $603.4K | 0.14% | +1,000+33.3% | Added |
| Cornerstone Wealth Management, LLC | 4,032 | $608.3K | 0.03% | +198+5.2% | Added |
| Metis Global Partners, LLC | 4,073 | $614.5K | 0.01% | −262−6.0% | Reduced |
| Ausdal Financial Partners, Inc. | 4,087 | $616.5K | 0.03% | +951+30.3% | Added |
| Costello Asset Management, INC | 4,097 | $618.1K | 0.21% | −400−8.9% | Reduced |
| Claro Advisors LLC | 4,100 | $618.6K | 0.09% | +582+16.5% | Added |
| Trinity Financial Advisors LLC | 4,136 | $624.0K | 0.18% | +10.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,150 | $626.0K | 0.11% | +28+0.7% | Added |
| Heritage Trust Co | 4,152 | $626.4K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,187 | $631.7K | 0.02% | +463+12.4% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,200 | $633.6K | 0.44% | −850−16.8% | Reduced |
| Leavell Investment Management, Inc. | 4,223 | $637.1K | 0.03% | −322−7.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,229 | $638.0K | 0.03% | −106−2.4% | Reduced |
| Strategies Wealth Advisors, LLC | 4,230 | $638.2K | 0.07% | −1,403−24.9% | Reduced |
| FSM Wealth Advisors, LLC | 4,238 | $639.3K | 0.09% | −914−17.7% | Reduced |
| PharVision Advisers, LLC | 4,238 | $639.3K | 0.36% | +4,238 | New |
| RFG - Bristol Wealth Advisors, LLC | 4,316 | $651.2K | 0.19% | +10.0% | Added |
| Insight Wealth Partners, LLC | 4,347 | $655.8K | 0.29% | +46+1.1% | Added |
| Kane Investment Management, Inc. | 4,349 | $656.0K | 0.32% | +42+1.0% | Added |
| Global Assets Advisory, LLC | 4,355 | $657.0K | 0.20% | +514+13.4% | Added |
| DSG Capital Advisors, LLC | 4,364 | $658.4K | 0.10% | +4,364 | New |
| EverSource Wealth Advisors, LLC | 4,413 | $665.7K | 0.03% | +413+10.3% | Added |
| Transcend Wealth Collective, LLC | 4,426 | $667.7K | 0.05% | +157+3.7% | Added |
| FDx Advisors, Inc. | 3,473 | $670.0K | 0.20% | −2,651−43.3% | Reduced |
| WealthBridge Capital Management, LLC | 4,458 | $672.5K | 0.16% | +401+9.9% | Added |
| Strategic Investment Advisors | 4,500 | $678.8K | 0.06% | −1,305−22.5% | Reduced |
| Bayforest Capital Ltd | 4,518 | $681.6K | 0.32% | +2,987+195.1% | Added |
| Herold Advisors, Inc. | 4,527 | $682.9K | 0.16% | +239+5.6% | Added |
| Harbour Investments, Inc. | 4,554 | $687.1K | 0.02% | +178+4.1% | Added |
| MONECO Advisors, LLC | 4,582 | $691.3K | 0.06% | −9−0.2% | Reduced |
| Sivia Capital Partners, LLC | 4,585 | $691.7K | 0.20% | +168+3.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $694.0K | 0.10% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 4,601 | $694.1K | 0.20% | −888−16.2% | Reduced |
| TriaGen Wealth Management LLC | 4,615 | $696.2K | 0.18% | +4,615 | New |
| Interchange Capital Partners, LLC | 4,651 | $701.7K | 0.14% | +631+15.7% | Added |
| Green Square Capital Advisors LLC | 5,500 | $706.3K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 4,696 | $708.4K | 0.06% | −4,918−51.2% | Reduced |
| Maridea Wealth Management LLC | 4,061 | $713.6K | 0.11% | −26−0.6% | Reduced |
| Parallel Advisors, LLC | 4,742 | $715.5K | 0.01% | +590+14.2% | Added |
| Dynasty Wealth Management, LLC | 4,744 | $715.6K | 0.01% | +2,041+75.5% | Added |
| Forefront Wealth Partners, LLC | 4,786 | $722.0K | 0.18% | +4,786 | New |
| Pensionmark Financial Group, LLC | 4,801 | $724.2K | 0.01% | −410−7.9% | Reduced |
| LexAurum Advisors, LLC | 4,807 | $725.2K | 0.10% | +1,897+65.2% | Added |
| Fiduciary Trust Co | 4,810 | $725.7K | 0.01% | +69+1.5% | Added |
| Argent Trust Co | 4,815 | $726.4K | 0.03% | +100+2.1% | Added |
| Compagnie Lombard Odier SCmA | 4,830 | $728.7K | 0.01% | +1,270+35.7% | Added |
| C M Bidwell & Associates Ltd | 4,849 | $731.5K | 0.35% | −202−4.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,889 | $737.6K | 0.09% | +4,889 | New |
| Hazlett, Burt & Watson, Inc. | 4,930 | $742.0K | 0.26% | +1,377+38.8% | Added |
| McDonald Partners LLC | 4,925 | $743.0K | 0.22% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,941 | $745.4K | 0.02% | −755−13.3% | Reduced |
| First Dallas Securities Inc. | 4,943 | $745.7K | 0.28% | +950+23.8% | Added |
| Everhart Financial Group, Inc. | 4,954 | $747.4K | 0.07% | +2,649+114.9% | Added |
| Foresight Group Ltd Liability Partnership | 4,964 | $748.9K | 0.11% | −1,274−20.4% | Reduced |
| Voleon Capital Management LP | 4,976 | $750.7K | 0.02% | +4,976 | New |
| New Age Alpha Advisors, LLC | 5,000 | $754.3K | 0.03% | −20,000−80.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $754.3K | 0.12% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,000 | $754.3K | 0.10% | +1,000+25.0% | Added |
| CSM Advisors, LLC | 4,996 | $757.0K | 0.02% | +4,996 | New |
| Integrity Alliance, LLC. | 5,034 | $759.4K | 0.04% | +5,034 | New |
| Bedell Frazier Investment Counseling, LLC | 5,035 | $759.6K | 0.16% | −10−0.2% | Reduced |
| Segment Wealth Management, LLC | 5,042 | $760.6K | 0.05% | +70+1.4% | Added |
| Siemens Fonds Invest GmbH | 5,046 | $761.2K | 0.04% | −98−1.9% | Reduced |
| Tripletail Wealth Management, LLC | 4,687 | $762.0K | 0.90% | −20−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 5,094 | $768.0K | 0.50% | +282+5.9% | Added |
| Regions Financial Corp | 5,105 | $770.1K | 0.01% | +1,053+26.0% | Added |