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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 4,032 | $608.3K | 0.03% | +198+5.2% | Added |
| Ulysses Management LLC | 4,000 | $603.4K | 0.14% | +1,000+33.3% | Added |
| Wedmont Private Capital | 3,782 | $600.8K | 0.02% | +178+4.9% | Added |
| Opinicus Capital, Inc. | 3,972 | $599.2K | 0.42% | −433−9.8% | Reduced |
| Algert Global LLC | 3,940 | $594.4K | 0.01% | +3,940 | New |
| Swisher Financial Concepts, Inc. | 3,913 | $590.3K | 0.35% | −69−1.7% | Reduced |
| Hantz Financial Services, Inc. | 3,903 | $589.0K | 0.01% | −103−2.6% | Reduced |
| Warren Averett Asset Management, LLC | 3,865 | $583.1K | 0.01% | +530+15.9% | Added |
| Seelaus Asset Management LLC | 3,850 | $580.8K | 0.46% | +20+0.5% | Added |
| Nemes Rush Group LLC | 3,837 | $578.9K | 0.06% | +50+1.3% | Added |
| Washington Capital Management Inc | 3,795 | $572.5K | 0.41% | 00.0% | Unchanged |
| Quest Partners LLC | 3,783 | $570.7K | 0.04% | +3,023+397.8% | Added |
| GeoWealth Management, LLC | 3,779 | $570.1K | 0.02% | −547−12.6% | Reduced |
| Advisor OS, LLC | 3,770 | $568.8K | 0.05% | +1,492+65.5% | Added |
| Fortress Private Ledger, LLC | 3,769 | $568.6K | 0.21% | +1,690+81.3% | Added |
| LaSalle St. Investment Advisors, LLC | 3,762 | $567.0K | 0.10% | −194−4.9% | Reduced |
| Redwood Financial Network Corp | 3,751 | $565.9K | 0.36% | +118+3.2% | Added |
| Raleigh Capital Management Inc. | 3,730 | $562.7K | 0.21% | −520−12.2% | Reduced |
| Fiduciary Financial Group, LLC | 3,722 | $561.4K | 0.09% | +3,722 | New |
| Mindset Wealth Management, LLC | 3,705 | $559.0K | 0.15% | +971+35.5% | Added |
| Cigna Investments Inc | 3,694 | $557.0K | 0.08% | −61−1.6% | Reduced |
| Grandview Asset Management LLC | 3,691 | $556.8K | 0.16% | +155+4.4% | Added |
| SIH Partners, LLLP | 3,687 | $556.2K | 0.05% | +3,687 | New |
| Moneta Group Investment Advisors LLC | 3,661 | $552.2K | 0.00% | +39+1.1% | Added |
| FineMark National Bank & Trust | 3,647 | $550.2K | 0.02% | −74−2.0% | Reduced |
| Allworth Financial LP | 3,637 | $548.7K | 0.00% | +936+34.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,596 | $542.5K | 0.07% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3,585 | $540.8K | 0.07% | −446−11.1% | Reduced |
| Transcendent Capital Group LLC | 3,579 | $539.9K | 0.24% | −192−5.1% | Reduced |
| Dudley Capital Management, LLC | 3,575 | $539.3K | 0.24% | +230+6.9% | Added |
| Crossmark Global Holdings, Inc. | 3,562 | $537.4K | 0.01% | +67+1.9% | Added |
| Eventide Asset Management, LLC | 3,552 | $535.8K | 0.01% | +3,552 | New |
| Savant Capital, LLC | 3,517 | $530.6K | 0.00% | +1,822+107.5% | Added |
| 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 |
| Liberty Wealth Management LLC | 3,496 | $527.5K | 0.07% | −21−0.6% | Reduced |
| New Millennium Group LLC | 3,492 | $526.8K | 0.24% | +3,492 | New |
| GAMMA Investing LLC | 3,484 | $525.6K | 0.03% | +591+20.4% | Added |
| SCS Capital Management LLC | 3,476 | $524.4K | 0.01% | −1,085−23.8% | Reduced |
| Fullcircle Wealth LLC | 2,900 | $524.4K | 0.18% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,461 | $522.1K | 0.00% | +466+15.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,451 | $520.6K | 0.28% | +164+5.0% | Added |
| Fedenia Advisers LLC | 3,410 | $514.4K | 0.20% | +30+0.9% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,398 | $512.6K | 0.17% | +3,398 | New |
| Mason & Associates Inc | 3,367 | $507.9K | 0.10% | +423+14.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,355 | $506.1K | 0.28% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 3,353 | $505.9K | 0.29% | +10.0% | Added |
| Parisi Gray Wealth Management | 3,343 | $504.3K | 0.13% | +1,148+52.3% | Added |
| PDS Planning, Inc | 3,323 | $501.3K | 0.03% | −34−1.0% | Reduced |
| Stanley-Laman Group, Ltd. | 3,313 | $499.8K | 0.07% | +3,313 | New |
| Assetmark, Inc | 3,300 | $497.8K | 0.00% | +803+32.2% | Added |
| Partners Capital Investment Group, LLP | 3,281 | $495.0K | 0.02% | −557−14.5% | Reduced |
| NorthRock Partners, LLC | 3,254 | $490.8K | 0.01% | +1,486+84.0% | Added |
| Wealth Management Associates, Inc. | 3,198 | $482.4K | 0.17% | +806+33.7% | Added |
| Brookwood Investment Group LLC | 3,197 | $482.3K | 0.06% | −217−6.4% | Reduced |
| Quarry LP | 3,176 | $479.1K | 0.12% | +3,176 | New |
| Kaufman Rossin Wealth, LLC | 3,168 | $477.9K | 0.26% | +92+3.0% | Added |
| Exencial Wealth Advisors, LLC | 3,159 | $476.6K | 0.02% | +3,159 | New |
| World Equity Group, Inc. | 3,157 | $476.3K | 0.11% | +922+41.3% | Added |
| IFG Advisory, LLC | 3,153 | $475.7K | 0.02% | −1,488−32.1% | Reduced |
| Advisors Capital Management, LLC | 3,127 | $471.8K | 0.01% | +3,127 | New |
| Concentric Capital Strategies, LP | 3,101 | $467.8K | 0.02% | +3,101 | New |
| Scratch Capital LLC | 3,101 | $467.8K | 0.31% | +3,101 | New |
| Toth Financial Advisory Corp | 3,100 | $467.7K | 0.05% | +3,000+3,000.0% | Added |
| Jacobi Capital Management LLC | 3,093 | $466.7K | 0.03% | +108+3.6% | Added |
| Liberty One Investment Management, LLC | 3,066 | $465.9K | 0.03% | +1,046+51.8% | Added |
| BostonPremier Wealth LLC | 3,062 | $461.9K | 0.23% | +971+46.4% | Added |
| Enclave Advisors LLC | 3,058 | $461.3K | 0.07% | +154+5.3% | Added |
| Bellecapital International Ltd. | 3,056 | $461.0K | 0.07% | 00.0% | Unchanged |
| SFE Investment Counsel | 3,055 | $460.9K | 0.07% | −30−1.0% | Reduced |
| Sharp Financial Services, LLC | 3,055 | $460.9K | 0.25% | +525+20.8% | Added |
| RFG Advisory, LLC | 3,051 | $460.2K | 0.01% | +216+7.6% | Added |
| Roman Butler Fullerton & Co | 2,302 | $458.7K | 0.12% | −242−9.5% | Reduced |
| Leo Wealth, LLC | 3,032 | $457.4K | 0.06% | −331−9.8% | Reduced |
| Investors Asset Management of Georgia Inc | 3,020 | $455.6K | 0.19% | +55+1.9% | Added |
| Optas, LLC | 3,005 | $453.3K | 0.08% | +40+1.3% | Added |
| Aspetuck Financial Management LLC | 3,003 | $453.0K | 0.31% | +75+2.6% | Added |
| Icon Wealth Advisors, LLC | 2,999 | $452.4K | 0.03% | +216+7.8% | Added |
| Alta Wealth Advisors LLC | 2,998 | $452.3K | 0.16% | +2,998 | New |
| Verus Capital Partners, LLC | 2,998 | $452.3K | 0.04% | +2,998 | New |
| Worth Financial Advisory Group, LLC | 2,995 | $451.8K | 0.25% | +517+20.9% | Added |
| Shell Asset Management Co | 2,985 | $450.0K | 0.05% | −10,784−78.3% | Reduced |
| Aaron Wealth Advisors | 2,980 | $449.6K | 0.03% | −393−11.7% | Reduced |
| Nations Financial Group Inc, | 2,974 | $448.8K | 0.03% | −571−16.1% | Reduced |
| Schmidt P J Investment Management Inc | 2,965 | $447.3K | 0.07% | +2,965 | New |
| San Luis Wealth Advisors LLC | 2,962 | $446.9K | 0.08% | +2,962 | New |
| HM Payson & Co | 2,950 | $445.0K | 0.01% | +800+37.2% | Added |
| Alta Capital Management LLC | 2,942 | $443.8K | 0.02% | +401+15.8% | Added |
| Ballentine Partners, LLC | 2,935 | $442.8K | 0.01% | +41+1.4% | Added |
| Guerra Pan Advisors, LLC | 2,930 | $442.0K | 0.27% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,926 | $441.4K | 0.02% | +626+27.2% | Added |
| Moody Lynn & Lieberson, LLC | 2,922 | $440.8K | 0.02% | +250+9.4% | Added |
| Sonoma Allocations LLC | 2,476 | $440.3K | 0.16% | +2,476 | New |
| True Vision MN LLC | 2,918 | $440.2K | 0.23% | +2,918 | New |
| Ingalls & Snyder LLC | 2,917 | $440.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,911 | $439.2K | 0.03% | +455+18.5% | Added |
| Almanack Investment Partners, LLC. | 2,893 | $436.4K | 0.07% | −50−1.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,586 | $432.9K | 0.11% | +2,586 | New |
| Petredis Investment Advisors LLC | 2,861 | $431.6K | 0.03% | +2,861 | New |
| BTG Pactual Asset Management US LLC | 2,855 | $430.7K | 0.05% | +2,855 | New |