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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 7,800 | $1.18M | 0.01% | −874−10.1% | Reduced |
| JBR Co Financial Management Inc | 7,825 | $1.18M | 0.50% | +65+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 7,836 | $1.18M | 0.08% | −3,881−33.1% | Reduced |
| Keybank National Association | 7,841 | $1.18M | 0.00% | −346−4.2% | Reduced |
| Catalyst Capital Advisors LLC | 7,850 | $1.18M | 0.02% | −2,000−20.3% | Reduced |
| Spire Wealth Management | 7,878 | $1.19M | 0.04% | +4,128+110.1% | Added |
| Formidable Asset Management, LLC | 9,284 | $1.19M | 0.19% | +9,284 | New |
| Belvedere Trading LLC | 7,905 | $1.19M | 0.10% | +2,253+39.9% | Added |
| Krane Funds Advisors LLC | 6,889 | $1.19M | 0.03% | +3,739+118.7% | Added |
| NorthCrest Asset Manangement, LLC | 7,549 | $1.20M | 0.03% | +1,109+17.2% | Added |
| Vise Technologies, Inc. | 7,982 | $1.20M | 0.04% | −1,243−13.5% | Reduced |
| Neo Ivy Capital Management | 7,984 | $1.20M | 0.29% | +7,984 | New |
| Westport Asset Management Inc | 8,000 | $1.21M | 0.50% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,003 | $1.21M | 0.45% | −3,354−29.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,403 | $1.22M | 0.03% | +1,415+28.4% | Added |
| Ring Mountain Capital, LLC | 8,135 | $1.23M | 0.68% | +21+0.3% | Added |
| Gemmer Asset Management LLC | 8,198 | $1.24M | 0.10% | +7+0.1% | Added |
| Qtron Investments LLC | 8,222 | $1.24M | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 8,254 | $1.25M | 0.08% | −54−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,290 | $1.25M | 0.01% | +1,969+31.2% | Added |
| WD Rutherford LLC | 8,347 | $1.26M | 0.54% | +7,040+538.6% | Added |
| Intellectus Partners, LLC | 8,375 | $1.26M | 0.24% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,342 | $1.27M | 0.10% | +40+0.4% | Added |
| Ostrum Asset Management | 8,413 | $1.27M | 0.06% | −5,099−37.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,479 | $1.28M | 0.02% | +1,982+30.5% | Added |
| Cito Capital Group, LLC | 8,500 | $1.28M | 0.37% | −500−5.6% | Reduced |
| Guardian Capital LP | 8,505 | $1.28M | 0.04% | +673+8.6% | Added |
| Concurrent Investment Advisors, LLC | 8,529 | $1.29M | 0.02% | +1,361+19.0% | Added |
| Campbell & CO Investment Adviser LLC | 8,598 | $1.30M | 0.10% | +8,598 | New |
| Investment Research Partners LLC | 6,540 | $1.30M | 0.59% | +6,540 | New |
| Harvest Investment Services, LLC | 8,687 | $1.31M | 0.26% | +8,687 | New |
| Peloton Wealth Strategists | 8,710 | $1.31M | 0.52% | +8,710 | New |
| Plato Investment Management Ltd | 8,825 | $1.32M | 0.09% | +6,457+272.7% | Added |
| Citizens Financial Group Inc | 8,760 | $1.32M | 0.02% | −154−1.7% | Reduced |
| Arlington Capital Management, Inc. | 8,762 | $1.32M | 0.84% | −105−1.2% | Reduced |
| Richard W. Paul & Associates, LLC | 8,775 | $1.32M | 0.45% | −29−0.3% | Reduced |
| EdgeRock Capital LLC | 8,779 | $1.32M | 0.37% | −1,230−12.3% | Reduced |
| Rakuten Investment Management, Inc. | 36,084 | $1.33M | 0.01% | +36,084 | New |
| Paradigm Financial Partners, LLC | 8,910 | $1.34M | 0.14% | +1,282+16.8% | Added |
| StoneCrest Wealth Management, Inc. | 8,967 | $1.35M | 0.59% | +348+4.0% | Added |
| Prosperity Wealth Management, Inc. | 9,024 | $1.36M | 0.46% | −56−0.6% | Reduced |
| Chesley Taft & Associates LLC | 9,169 | $1.38M | 0.06% | −93−1.0% | Reduced |
| GM Advisory Group, Inc. | 9,237 | $1.39M | 0.06% | −2,999−24.5% | Reduced |
| Flputnam Investment Management Co | 9,281 | $1.40M | 0.02% | −165−1.7% | Reduced |
| Fisher Funds Management LTD | 9,298 | $1.40M | 0.04% | +9,298 | New |
| NewEdge Wealth, LLC | 7,362 | $1.40M | 0.02% | +4,843+192.3% | Added |
| Prakash Investment Advisors LLC | 9,340 | $1.41M | 1.01% | +2,630+39.2% | Added |
| Beacon Pointe Advisors, LLC | 9,362 | $1.41M | 0.01% | +1,013+12.1% | Added |
| LDR Capital Management LLC | 9,369 | $1.41M | 2.08% | −647−6.5% | Reduced |
| Freemont Management S.A. | 9,400 | $1.42M | 1.11% | −70,000−88.2% | Reduced |
| Dynamic Advisor Solutions LLC | 9,414 | $1.42M | 0.04% | +1,433+18.0% | Added |
| Jacobs Levy Equity Management, Inc | 9,475 | $1.43M | 0.01% | +1,428+17.7% | Added |
| CenterBook Partners LP | 9,671 | $1.46M | 0.07% | +9,671 | New |
| Cloverfields Capital Group, LP | 9,689 | $1.46M | 0.46% | −5,999−38.2% | Reduced |
| Alps Advisors Inc | 9,823 | $1.48M | 0.01% | +1,799+22.4% | Added |
| Coldstream Capital Management Inc | 9,832 | $1.48M | 0.02% | +2,315+30.8% | Added |
| RSM US Wealth Management LLC | 9,842 | $1.48M | 0.02% | −3,996−28.9% | Reduced |
| Brighton Jones LLC | 9,920 | $1.50M | 0.04% | +2,208+28.6% | Added |
| Stance Capital LLC | 9,965 | $1.50M | 0.55% | −1,635−14.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,966 | $1.50M | 0.07% | +5,528+124.6% | Added |
| Belpointe Asset Management LLC | 10,003 | $1.51M | 0.06% | −227−2.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,012 | $1.51M | 0.10% | +277+2.8% | Added |
| Elo Mutual Pension Insurance Co | 10,060 | $1.52M | 0.02% | −6,276−38.4% | Reduced |
| Shelton Capital Management | 10,070 | $1.52M | 0.03% | +70+0.7% | Added |
| Copeland Capital Management, LLC | 10,139 | $1.53M | 0.03% | −3,127−23.6% | Reduced |
| Wahed Invest LLC | 10,147 | $1.53M | 0.21% | +187+1.9% | Added |
| Abundance Wealth Counselors | 10,165 | $1.53M | 0.26% | +7,708+313.7% | Added |
| Quantum Private Wealth, LLC | 10,190 | $1.54M | 0.45% | +1,132+12.5% | Added |
| Huntington National Bank | 10,281 | $1.55M | 0.01% | −36−0.3% | Reduced |
| Diversified Trust Co | 10,318 | $1.56M | 0.03% | +4,948+92.1% | Added |
| Everence Capital Management Inc | 10,544 | $1.59M | 0.10% | +5,344+102.8% | Added |
| Sound View Wealth Advisors Group, LLC | 10,606 | $1.60M | 0.11% | +256+2.5% | Added |
| Quantitative Investment Management, LLC | 10,616 | $1.60M | 0.22% | +10,616 | New |
| Level Four Advisory Services, LLC | 10,615 | $1.60M | 0.05% | −952−8.2% | Reduced |
| NovaPoint Capital, LLC | 10,631 | $1.60M | 0.39% | +10,631 | New |
| Change Path, LLC | 10,646 | $1.61M | 0.04% | +6,947+187.8% | Added |
| Carl P. Sherr & Co., LLC | 10,679 | $1.61M | 0.76% | −80−0.7% | Reduced |
| Clear Harbor Asset Management, LLC | 10,832 | $1.63M | 0.12% | −78−0.7% | Reduced |
| WBI Investments | 10,837 | $1.63M | 0.42% | −2,678−19.8% | Reduced |
| Gabelli Funds LLC | 11,000 | $1.66M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,250 | $1.70M | 0.01% | +719+6.8% | Added |
| Eos Management, L.P. | 11,377 | $1.72M | 0.68% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 11,446 | $1.73M | 0.51% | +5,773+101.8% | Added |
| Quartz Partners, LLC | 11,564 | $1.74M | 0.63% | +2,222+23.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,603 | $1.75M | 0.11% | +3,901+50.6% | Added |
| Cladis Investment Advisory, LLC | 11,700 | $1.77M | 1.01% | −800−6.4% | Reduced |
| Leonteq Securities AG | 11,734 | $1.77M | 0.09% | +5,277+81.7% | Added |
| Guardian Asset Advisors, LLC | 11,782 | $1.78M | 0.96% | −3,032−20.5% | Reduced |
| Moors & Cabot, Inc. | 11,788 | $1.78M | 0.08% | +1,957+19.9% | Added |
| Aspire Private Capital, LLC | 11,796 | $1.78M | 0.39% | −1,205−9.3% | Reduced |
| B&L Asset Management LLC | 11,887 | $1.79M | 0.92% | −97−0.8% | Reduced |
| Brinker Capital Investments, LLC | 11,892 | $1.79M | 0.01% | −3,165−21.0% | Reduced |
| Vident Advisory, LLC | 11,906 | $1.80M | 0.02% | +652+5.8% | Added |
| Cornerstone Select Advisors, LLC | 11,933 | $1.80M | 1.32% | +4,549+61.6% | Added |
| Bowen Hanes & Co Inc | 12,000 | $1.81M | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,043 | $1.82M | 0.01% | +5,794+92.7% | Added |
| Horizon Kinetics Asset Management LLC | 12,135 | $1.83M | 0.02% | −4,700−27.9% | Reduced |
| Terra Nova Asset Management LLC | 12,174 | $1.84M | 1.16% | +12,174 | New |
| Hodges Capital Management Inc. | 12,192 | $1.84M | 0.16% | −1,550−11.3% | Reduced |
| Callan Family Office, LLC | 12,244 | $1.85M | 0.06% | −11,485−48.4% | Reduced |