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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 5,123 | $772.8K | 0.03% | +3,554+226.5% | Added |
| Gardner Lewis Asset Management L P | 5,155 | $777.7K | 0.20% | +5,155 | New |
| AlTi Global, Inc. | 5,196 | $783.9K | 0.02% | +322+6.6% | Added |
| Precision Wealth Strategies, LLC | 5,200 | $784.5K | 0.25% | +5,200 | New |
| Golden State Wealth Management, LLC | 5,220 | $787.6K | 0.09% | −610−10.5% | Reduced |
| Burling Wealth Partners, LLC | 5,228 | $788.7K | 0.13% | −86−1.6% | Reduced |
| Glenmede Investment Management, LP | 5,275 | $795.8K | 0.00% | +5,275 | New |
| Lecap Asset Management Ltd | 5,314 | $801.7K | 0.28% | +3,618+213.3% | Added |
| Calton & Associates, Inc. | 5,316 | $802.0K | 0.12% | +94+1.8% | Added |
| Plancorp, LLC | 5,317 | $802.2K | 0.03% | +67+1.3% | Added |
| Eastern Bank | 5,330 | $804.1K | 0.01% | −250−4.5% | Reduced |
| Kestra Private Wealth Services, LLC | 5,342 | $805.9K | 0.01% | +1,213+29.4% | Added |
| Focus Financial Network, Inc. | 5,347 | $806.6K | 0.03% | −482−8.3% | Reduced |
| Algebris (UK) Ltd | 5,366 | $808.9K | 0.09% | +5,366 | New |
| Quadcap Wealth Management, LLC | 5,385 | $812.5K | 0.10% | −640−10.6% | Reduced |
| Waddell & Associates, LLC | 5,398 | $814.3K | 0.07% | +512+10.5% | Added |
| Accent Capital Management, LLC | 5,421 | $817.8K | 0.35% | +111+2.1% | Added |
| Mizuho Securities Co. Ltd. | 5,440 | $820.7K | 5.62% | −430−7.3% | Reduced |
| Yousif Capital Management, LLC | 5,443 | $821.1K | 0.01% | +229+4.4% | Added |
| Schear Investment Advisers, LLC | 5,490 | $828.2K | 0.37% | +395+7.8% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 5,500 | $829.7K | 0.44% | −400−6.8% | Reduced |
| Hudock, Inc. | 5,523 | $833.3K | 0.13% | −836−13.1% | Reduced |
| Veracity Capital LLC | 5,527 | $833.8K | 0.27% | +814+17.3% | Added |
| Catalytic Wealth RIA, LLC | 5,538 | $835.5K | 0.03% | +5,538 | New |
| Hobbs Group Advisors, LLC | 5,540 | $835.8K | 0.26% | +945+20.6% | Added |
| Mosaic Advisors LLC | 5,545 | $836.5K | 2.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,545 | $836.6K | 0.02% | +3,450+164.7% | Added |
| CoreCap Advisors, LLC | 5,576 | $841.2K | 0.03% | +2,100+60.4% | Added |
| Parus Finance (UK) Ltd | 5,577 | $841.3K | 0.22% | −710−11.3% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $842.9K | 0.05% | 00.0% | Unchanged |
| Axq Capital, LP | 5,590 | $843.3K | 0.32% | +5,590 | New |
| Rakuten Securities, Inc. | 5,596 | $844.2K | 0.31% | +334+6.3% | Added |
| Custom Index Systems, LLC | 5,616 | $847.2K | 0.25% | −4,443−44.2% | Reduced |
| Monolith Management Ltd | 5,625 | $848.6K | 0.37% | +5,625 | New |
| Evoke Wealth, LLC | 5,659 | $853.7K | 0.02% | +3,079+119.3% | Added |
| GLOBALT Investments LLC | 5,668 | $855.1K | 0.03% | −35−0.6% | Reduced |
| Harmony Asset Management LLC | 5,710 | $861.5K | 0.30% | +255+4.7% | Added |
| Peak Financial Advisors LLC | 5,767 | $870.0K | 0.42% | +1,403+32.1% | Added |
| Hartford Funds Management Co LLC | 5,791 | $873.9K | 0.07% | +1,717+42.1% | Added |
| Principal Securities, Inc. | 5,828 | $879.3K | 0.01% | +122+2.1% | Added |
| Private Trust Co NA | 5,836 | $880.4K | 0.08% | −263−4.3% | Reduced |
| Stock Yards Bank & Trust Co | 5,850 | $882.5K | 0.03% | +2,398+69.5% | Added |
| S.A. Mason LLC | 5,853 | $883.0K | 0.39% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,875 | $886.3K | 0.03% | −858−12.7% | Reduced |
| Guidance Capital, Inc | 4,769 | $887.3K | 0.23% | +36+0.8% | Added |
| IAM Advisory, LLC | 5,889 | $888.4K | 0.20% | +14+0.2% | Added |
| Berbice Capital Management LLC | 5,900 | $890.1K | 0.55% | +1,000+20.4% | Added |
| Ellevest, Inc. | 5,941 | $896.3K | 0.13% | +3,096+108.8% | Added |
| New Wave Wealth Advisors LLC | 5,961 | $899.3K | 0.35% | +5,961 | New |
| Arthur M. Cohen & Associates, LLC | 5,975 | $901.4K | 0.15% | 00.0% | Unchanged |
| Rithm Capital Corp. | 6,000 | $905.2K | 1.83% | −1,700−22.1% | Reduced |
| Huntleigh Advisors, Inc. | 6,061 | $914.4K | 0.16% | +12+0.2% | Added |
| UniSuper Management Pty Ltd | 6,100 | $920.2K | 0.01% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 6,146 | $927.2K | 0.33% | +136+2.3% | Added |
| Principal Street Partners, LLC | 6,192 | $934.1K | 0.15% | −230−3.6% | Reduced |
| Equitable Holdings, Inc. | 6,206 | $936.2K | 0.01% | +54+0.9% | Added |
| Hohimer Wealth Management, LLC | 6,216 | $937.7K | 0.13% | −1,048−14.4% | Reduced |
| National Asset Management, Inc. | 6,244 | $941.9K | 0.05% | −1,533−19.7% | Reduced |
| Parcion Private Wealth LLC | 6,307 | $951.5K | 0.06% | −573−8.3% | Reduced |
| HB Wealth Management, LLC | 6,326 | $954.3K | 0.01% | +1,137+21.9% | Added |
| Banco Santander, S.A. | 6,363 | $959.9K | 0.01% | +6,363 | New |
| Global Trust Asset Management, LLC | 6,426 | $969.4K | 0.44% | +2,452+61.7% | Added |
| WealthTrust Asset Management, LLC | 6,440 | $971.5K | 0.67% | +6,440 | New |
| Gladstone Institutional Advisory LLC | 6,462 | $974.9K | 0.04% | +1,262+24.3% | Added |
| Stratos Wealth Partners, LTD. | 6,477 | $977.1K | 0.01% | +2,627+68.2% | Added |
| Cannon Global Investment Management, LLC | 6,500 | $980.6K | 2.48% | −1,000−13.3% | Reduced |
| Capital Analysts, LLC | 6,557 | $989.0K | 0.03% | +25+0.4% | Added |
| Synergy Financial Management, LLC | 7,342 | $990.2K | 0.04% | +4,728+180.9% | Added |
| Signaturefd, LLC | 6,578 | $992.4K | 0.02% | +30.0% | Added |
| Harbor Investment Advisory, LLC | 6,600 | $995.7K | 0.08% | +1,517+29.8% | Added |
| Total Clarity Wealth Management, Inc. | 6,629 | $1.00M | 0.27% | +47+0.7% | Added |
| Wright Investors Service Inc | 6,640 | $1.00M | 0.29% | −351−5.0% | Reduced |
| Dover Advisors, LLC | 6,645 | $1.00M | 0.40% | −910−12.0% | Reduced |
| Western Wealth Management, LLC | 6,667 | $1.01M | 0.05% | +280+4.4% | Added |
| Essential Partners LLC | 6,722 | $1.01M | 0.33% | +324+5.1% | Added |
| Delta Investment Management, LLC | 6,724 | $1.01M | 0.18% | −161−2.3% | Reduced |
| Impact Partnership Wealth, LLC | 6,750 | $1.02M | 0.15% | +6,750 | New |
| Altfest L J & Co Inc | 6,816 | $1.03M | 0.11% | −7,543−52.5% | Reduced |
| Outlook Wealth Advisors, LLC | 6,833 | $1.03M | 0.26% | +37+0.5% | Added |
| Lido Advisors, LLC | 6,884 | $1.04M | 0.00% | +1,085+18.7% | Added |
| Peterson Wealth Services | 21,636 | $1.04M | 0.26% | +14,746+214.0% | Added |
| OneAscent Financial Services LLC | 6,919 | $1.04M | 0.07% | +471+7.3% | Added |
| Kingsman Wealth Management, Inc. | 6,947 | $1.05M | 0.58% | +2,252+48.0% | Added |
| Morris Retirement Advisors, LLC | 6,952 | $1.05M | 0.46% | −457−6.2% | Reduced |
| Sanders Morris Harris LLC | 7,000 | $1.06M | 0.14% | +7,000 | New |
| Prelude Capital Management, LLC | 7,233 | $1.09M | 0.09% | +1,317+22.3% | Added |
| Simon Quick Advisors, LLC | 7,288 | $1.10M | 0.05% | −221−2.9% | Reduced |
| Richmond Investment Services, LLC | 7,330 | $1.11M | 0.21% | −444−5.7% | Reduced |
| Wealth Effects LLC | 7,351 | $1.11M | 0.36% | +201+2.8% | Added |
| Massar Capital Management, LP | 7,400 | $1.12M | 0.40% | +7,400 | New |
| Fidelis Capital Partners, LLC | 7,412 | $1.12M | 0.09% | +7,412 | New |
| Encompass More Asset Management | 7,461 | $1.13M | 0.22% | +7,461 | New |
| Erste Asset Management GmbH | 7,897 | $1.13M | 0.01% | +1,228+18.4% | Added |
| Emerald Advisers, LLC | 7,539 | $1.14M | 0.04% | −1,096−12.7% | Reduced |
| Westover Capital Advisors, LLC | 7,604 | $1.15M | 0.21% | +169+2.3% | Added |
| Key Client Fiduciary Advisors, LLC | 7,621 | $1.15M | 0.39% | +77+1.0% | Added |
| Atria Investments LLC | 7,650 | $1.15M | 0.01% | −7,441−49.3% | Reduced |
| Farther Finance Advisors, LLC | 7,702 | $1.16M | 0.02% | +1,947+33.8% | Added |
| Clearstead Advisors, LLC | 7,757 | $1.17M | 0.02% | +4,716+155.1% | Added |
| Prestige Wealth Management Group LLC | 7,760 | $1.17M | 0.23% | +124+1.6% | Added |