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 |
|---|---|---|---|---|---|
| AG2R la Mondiale Gestion D'Actifs | 14,425 | $1.85M | 0.10% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 12,288 | $1.85M | 0.09% | +2,270+22.7% | Added |
| Globeflex Capital L P | 12,333 | $1.86M | 0.29% | −1,767−12.5% | Reduced |
| AXS Investments LLC | 12,500 | $1.89M | 0.59% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 12,542 | $1.89M | 0.54% | +2,361+23.2% | Added |
| Harbour Capital Advisors, LLC | 11,925 | $1.89M | 0.39% | −325−2.7% | Reduced |
| Floyd Financial Group LLC | 10,663 | $1.91M | 1.41% | −2,367−18.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 12,700 | $1.92M | 0.29% | +5,200+69.3% | Added |
| Argent Capital Management LLC | 12,762 | $1.93M | 0.05% | +12,762 | New |
| XTX Topco Ltd | 12,771 | $1.93M | 0.10% | +12,771 | New |
| Diversify Advisory Services, LLC | 10,126 | $1.94M | 0.07% | +5,663+126.9% | Added |
| Spirit of America Management Corp | 12,850 | $1.94M | 0.39% | +1,150+9.8% | Added |
| Virtus Investment Advisers, Inc. | 12,856 | $1.94M | 0.56% | +12,856 | New |
| Capital Fund Management S.A. | 12,870 | $1.94M | 0.02% | +12,870 | New |
| Horizon Investments, LLC | 12,945 | $1.95M | 0.03% | +696+5.7% | Added |
| CIBC Bancorp USA Inc. | 12,981 | $1.96M | 0.01% | +12,981 | New |
| Element Pointe Advisors, LLC | 13,044 | $1.97M | 0.42% | +10.0% | Added |
| Entropy Technologies, LP | 13,177 | $1.99M | 0.15% | +13,177 | New |
| Allstate Corp | 13,208 | $1.99M | 0.05% | +13,208 | New |
| Edmond de Rothschild Holding S.A. | 13,214 | $1.99M | 0.03% | −1,364−9.4% | Reduced |
| Concorde Asset Management, LLC | 12,584 | $2.02M | 0.84% | +12,584 | New |
| Shelton Wealth Management, LLC | 13,462 | $2.03M | 0.95% | −1,526−10.2% | Reduced |
| Buckingham Strategic Partners | 11,906 | $2.03M | 0.02% | +2,227+23.0% | Added |
| Tokio Marine Asset Management Co Ltd | 13,630 | $2.06M | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 13,640 | $2.06M | 0.08% | −1,961−12.6% | Reduced |
| Sequoia Financial Advisors, LLC | 13,647 | $2.06M | 0.01% | +3,253+31.3% | Added |
| Koshinski Asset Management, Inc. | 13,657 | $2.06M | 0.14% | −196−1.4% | Reduced |
| Summit Trail Advisors, LLC | 13,692 | $2.07M | 0.03% | +10,137+285.1% | Added |
| Cottage Street Advisors LLC | 13,518 | $2.07M | 0.88% | +500+3.8% | Added |
| Finivi Inc. | 13,704 | $2.07M | 1.32% | +113+0.8% | Added |
| Werlinich Asset Management, LLC | 13,785 | $2.08M | 1.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,789 | $2.08M | 0.02% | +13,789 | New |
| Nicholas Investment Partners, LP | 13,795 | $2.08M | 0.16% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 13,875 | $2.09M | 0.25% | −1,931−12.2% | Reduced |
| DRW Securities, LLC | 13,958 | $2.10M | 0.11% | +550+4.1% | Added |
| Aragon Global Management, LP | 14,000 | $2.11M | 0.65% | +14,000 | New |
| New England Research & Management, Inc. | 14,110 | $2.13M | 0.98% | +1,330+10.4% | Added |
| Generali Asset Management SPA SGR | 14,130 | $2.13M | 0.05% | +3,874+37.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,459 | $2.14M | 0.02% | +5,066+53.9% | Added |
| Principal Financial Group Inc | 14,269 | $2.15M | 0.00% | −5,254−26.9% | Reduced |
| National Philanthropic Trust | 14,385 | $2.17M | 0.02% | +14,385 | New |
| SBI Securities Co., Ltd. | 14,446 | $2.18M | 0.06% | +1,631+12.7% | Added |
| Darwin Advisors, LLC | 14,465 | $2.18M | 0.69% | −66−0.5% | Reduced |
| IFP Advisors, Inc | 14,490 | $2.19M | 0.06% | +1,888+15.0% | Added |
| Wedbush Securities Inc | 14,568 | $2.20M | 0.07% | −6,345−30.3% | Reduced |
| SummitTX Capital, L.P. | 14,600 | $2.20M | 0.09% | +14,600 | New |
| Shaker Investments LLC | 14,724 | $2.22M | 0.89% | +14,724 | New |
| Caisse des Depots Et Consignations | 14,805 | $2.23M | 0.09% | +14,805 | New |
| Sandler Capital Management | 14,831 | $2.24M | 0.82% | −532−3.5% | Reduced |
| Benchmark Investment Advisors LLC | 14,842 | $2.25M | 1.30% | +14,842 | New |
| B. Metzler seel. Sohn & Co. AG | 14,990 | $2.26M | 0.02% | −2,049−12.0% | Reduced |
| Advent Capital Management | 15,000 | $2.26M | 0.05% | +15,000 | New |
| Jain Global LLC | 15,035 | $2.27M | 0.03% | +15,035 | New |
| Thrivent Financial for Lutherans | 15,082 | $2.27M | 0.00% | +1,096+7.8% | Added |
| Hunting Hill Global Capital, LLC | 15,100 | $2.28M | 0.86% | −3,000−16.6% | Reduced |
| Hilltop Holdings Inc. | 15,308 | $2.31M | 0.12% | +4,761+45.1% | Added |
| Novare Capital Management LLC | 15,336 | $2.31M | 0.18% | +3,046+24.8% | Added |
| Easterly Investment Partners LLC | 15,390 | $2.32M | 0.16% | 00.0% | Unchanged |
| Kennedy Investment Group | 15,494 | $2.34M | 0.93% | −3,023−16.3% | Reduced |
| Vestcor Inc | 15,501 | $2.34M | 0.07% | +89+0.6% | Added |
| Candelo Capital Management LP | 15,500 | $2.34M | 2.09% | −16,068−50.9% | Reduced |
| Arkadios Wealth Advisors | 15,602 | $2.35M | 0.06% | −695−4.3% | Reduced |
| Integrated Advisors Network LLC | 15,656 | $2.36M | 0.10% | +783+5.3% | Added |
| Prime Capital Investment Advisors, LLC | 15,714 | $2.37M | 0.03% | +8,034+104.6% | Added |
| Krilogy Financial LLC | 12,478 | $2.38M | 0.09% | +1,595+14.7% | Added |
| PFG Investments, LLC | 15,904 | $2.40M | 0.12% | +2,934+22.6% | Added |
| Ancora Advisors, LLC | 15,923 | $2.40M | 0.05% | +64+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 15,939 | $2.40M | 0.07% | −6,209−28.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,179 | $2.42M | 0.00% | +10,185+169.9% | Added |
| K.J. Harrison & Partners Inc | 15,000 | $2.42M | 0.35% | +15,000 | New |
| Haven Capital Group, Inc. | 16,083 | $2.43M | 2.16% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 16,091 | $2.43M | 1.60% | +930+6.1% | Added |
| Integrated Wealth Concepts LLC | 16,205 | $2.44M | 0.02% | −1,169−6.7% | Reduced |
| CIBC Asset Management Inc | 16,313 | $2.46M | 0.01% | +108+0.7% | Added |
| J.W. Cole Advisors, Inc. | 16,344 | $2.47M | 0.05% | +2,067+14.5% | Added |
| Coastal Bridge Advisors, LLC | 16,429 | $2.48M | 0.19% | +1,180+7.7% | Added |
| Rockline Wealth Management, LLC | 16,588 | $2.50M | 0.52% | +2,482+17.6% | Added |
| Wealth Management Partners, LLC | 16,933 | $2.55M | 0.81% | +2,251+15.3% | Added |
| Parsons Capital Management Inc | 16,958 | $2.56M | 0.15% | −1,058−5.9% | Reduced |
| Investment Management Corp of Ontario | 17,022 | $2.57M | 0.04% | +8,122+91.3% | Added |
| Arete Wealth Advisors, LLC | 17,057 | $2.58M | 0.16% | +12,063+241.5% | Added |
| Bouvel Investment Partners, LLC | 17,176 | $2.59M | 0.79% | +357+2.1% | Added |
| Balyasny Asset Management LLC | 17,189 | $2.59M | 0.01% | −483,509−96.6% | Reduced |
| Pallas Capital Advisors LLC | 17,302 | $2.61M | 0.10% | +14+0.1% | Added |
| We Are One Seven, LLC | 17,309 | $2.61M | 0.06% | +3,294+23.5% | Added |
| Axxcess Wealth Management, LLC | 17,447 | $2.63M | 0.06% | −1,219−6.5% | Reduced |
| Castle Rock Wealth Management, LLC | 16,504 | $2.64M | 0.58% | +261+1.6% | Added |
| Global Retirement Partners, LLC | 17,631 | $2.66M | 0.06% | +3,629+25.9% | Added |
| Princeton Global Asset Management LLC | 17,769 | $2.68M | 0.44% | +17,569+8,784.5% | Added |
| Sterling Investment Advisors, Ltd. | 17,831 | $2.69M | 0.52% | +17,831 | New |
| Gulf International Bank (UK) Ltd | 17,837 | $2.69M | 0.09% | −291−1.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,851 | $2.69M | 0.07% | +17,851 | New |
| Merit Financial Group, LLC | 18,212 | $2.75M | 0.03% | −526−2.8% | Reduced |
| Left Brain Wealth Management, LLC | 18,216 | $2.75M | 0.86% | +13,641+298.2% | Added |
| Jackson Hole Capital Partners, LLC | 18,675 | $2.82M | 0.48% | −855−4.4% | Reduced |
| Independent Financial Group, LLC | 18,740 | $2.83M | 0.07% | +7,309+63.9% | Added |
| Advisors Asset Management, Inc. | 18,773 | $2.83M | 0.05% | +2,255+13.7% | Added |
| Graphene Investments SAS | 18,800 | $2.84M | 1.79% | −3,300−14.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,821 | $2.84M | 0.05% | +248+1.3% | Added |
| Maryland State Retirement & Pension System | 18,827 | $2.84M | 0.06% | +336+1.8% | Added |