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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2025: 1,436 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ3 2025: $45.3B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2025.

Institutions holding VRT in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Partners Group, Inc2,845$429.2K0.05%−278−8.9%Reduced
Bridges Investment Management Inc2,842$428.7K0.01%+266+10.3%Added
Meridian Wealth Management, LLC2,842$428.7K0.02%−15,301−84.3%Reduced
Cyndeo Wealth Partners, LLC2,829$426.8K0.02%+22+0.8%Added
Atticus Wealth Management, LLC2,824$426.0K0.11%−17−0.6%Reduced
Sowell Financial Services LLC2,820$425.5K0.02%+91+3.3%Added
Washburn Capital Management, Inc.2,820$425.4K0.24%00.0%Unchanged
Bluesphere Advisors, LLC2,809$423.8K0.19%00.0%Unchanged
Elm3 Financial Group, LLC2,805$423.2K0.35%−93−3.2%Reduced
Birch Hill Investment Advisors LLC2,795$421.7K0.02%00.0%Unchanged
Montag A & Associates Inc2,783$419.8K0.02%+109+4.1%Added
Platform Technology Partners2,769$417.7K0.10%00.0%Unchanged
Accurate Wealth Management, LLC2,383$417.6K0.06%+135+6.0%Added
Larson Financial Group LLC2,761$416.6K0.01%+572+26.1%Added
Wetherby Asset Management Inc2,737$412.9K0.02%+174+6.8%Added
Reliant Investment Partners, LLC2,575$412.5K0.32%−200−7.2%Reduced
Prospect Financial Services LLC2,719$410.2K0.24%−100−3.5%Reduced
Guinness Asset Management LTD2,861$410.0K0.01%−560−16.4%Reduced
Aureus Asset Management, LLC2,673$403.2K0.03%00.0%Unchanged
bLong Financial, LLC2,670$402.8K0.28%+120+4.7%Added
Clear Creek Financial Management, LLC2,637$397.8K0.03%+2,637New
Sagespring Wealth Partners, LLC2,636$397.6K0.01%+125+5.0%Added
Rothschild Investment LLC2,624$395.9K0.02%+876+50.1%Added
Concentrum Wealth Management2,612$394.1K0.11%+4+0.2%Added
Polymer Capital Management (HK) LTD2,609$393.6K0.05%+2,609New
Rockland Trust Co2,593$391.2K0.02%−200−7.2%Reduced
American Trust2,580$389.2K0.03%−144−5.3%Reduced
Annis Gardner Whiting Capital Advisors, LLC2,580$389.2K0.08%+2,580New
Magnolia Capital Management Ltd2,580$389.0K0.30%00.0%Unchanged
Kovitz Investment Group Partners, LLC2,578$389.0K0.00%−1,189−31.6%Reduced
Philip James Wealth Mangement, LLC2,577$388.8K0.05%+2,577New
Camden Capital, LLC2,559$386.1K0.03%+268+11.7%Added
HBK Sorce Advisory LLC2,136$385.6K0.01%+360+20.3%Added
CRA Financial Services, LLC2,553$385.1K0.05%+15+0.6%Added
Voya Financial Advisors, Inc.2,685$384.8K0.04%−310−10.4%Reduced
Great Lakes Advisors, LLC2,550$384.7K0.00%−3,826−60.0%Reduced
Optimize Financial Inc2,541$383.3K0.20%−207−7.5%Reduced
Ariadne Wealth Management, LP2,340$382.9K0.17%−157−6.3%Reduced
Forum Financial Management, LP2,537$382.7K0.01%+496+24.3%Added
Essex Financial Services, Inc.2,535$382.4K0.02%+283+12.6%Added
Capital Performance Advisors LLP2,531$381.8K0.06%+34+1.4%Added
Advyzon Investment Management, LLC2,530$381.7K0.07%+49+2.0%Added
Fairfield Financial Advisors, LTD2,506$378.0K0.13%+2,506New
Sunpointe, LLC2,505$377.9K0.14%+2+0.1%Added
Thompson Davis & Co., Inc.2,500$377.1K0.23%−500−16.7%Reduced
Ashford Capital Management Inc2,500$377.1K0.04%+2,500New
VGI Partners Ltd2,500$377.1K0.03%+2,500New
Waterfront Wealth Inc.2,197$375.2K0.08%+3+0.1%Added
Grange Capital, LLC2,466$372.0K0.36%−1,562−38.8%Reduced
Optimist Retirement Group LLC2,462$371.4K0.17%−690−21.9%Reduced
Plan A Wealth LLC2,447$369.2K0.19%+2,447New
West Family Investments, Inc.2,442$368.4K0.08%+24+1.0%Added
Van Eck Associates Corp2,440$368.0K0.00%−29,562−92.4%Reduced
Benjamin Edwards Inc2,435$367.4K0.00%−4,738−66.1%Reduced
Personal Cfo Solutions, LLC2,423$365.5K0.06%+8+0.3%Added
Empirical Asset Management, LLC2,375$358.3K0.10%+2,375New
Sym Financial Corp2,369$357.4K0.04%+21+0.9%Added
State of Wyoming2,354$355.1K0.04%+1,052+80.8%Added
Texas Capital Bank Wealth Management Services Inc2,321$350.1K0.03%+2,321New
Congress Park Capital LLC2,320$350.0K0.11%−250−9.7%Reduced
Jackson Thornton Asset Management, LLC2,064$345.5K0.04%+2,064New
Secure Asset Management, LLC2,137$345.3K0.06%+16+0.8%Added
TigerOak Management, L.L.C.2,286$344.9K0.11%00.0%Unchanged
Barton Investment Management2,285$344.7K0.04%−15−0.7%Reduced
Kerr Financial Planning Corp2,005$342.9K0.48%+2,005New
Founders Financial Securities LLC2,251$339.6K0.02%+162+7.8%Added
Inscription Capital, LLC2,248$339.2K0.04%−426−15.9%Reduced
Gries Financial LLC2,246$338.8K0.05%−956−29.9%Reduced
Modera Wealth Management, LLC2,229$336.3K0.00%−211−8.6%Reduced
Frank, Rimerman Advisors LLC2,226$335.8K0.02%−100−4.3%Reduced
Smartleaf Asset Management LLC2,337$334.9K0.02%+999+74.7%Added
Glass Jacobson Investment Advisors llc2,219$334.8K0.12%+10.0%Added
Horizon Investment Services, LLC2,215$334.2K0.13%−25−1.1%Reduced
Davenport & Co LLC2,214$334.1K0.00%+114+5.4%Added
Centaurus Financial, Inc.2,212$334.0K0.02%−180−7.5%Reduced
Armis Advisers, LLC1,725$330.2K0.03%+1,725New
Beacon Financial Advisory LLC2,170$327.4K0.08%+115+5.6%Added
Continuum Advisory, LLC2,146$323.7K0.03%−19−0.9%Reduced
Nautilus Advisors LLC2,141$323.0K0.22%+195+10.0%Added
Wealthedge Investment Advisors, LLC2,138$322.5K0.12%+2,138New
Synovus Financial Corp2,124$320.5K0.00%+34+1.6%Added
SMART Wealth LLC2,097$316.4K0.12%+2,097New
Moment Partners, LLC2,080$313.8K0.06%+2,080New
Willner & Heller, LLC2,078$313.5K0.24%+2,078New
Skopos Labs, Inc.2,446$311.0K0.04%+9+0.4%Added
IHT Wealth Management, LLC2,061$311.0K0.01%−521−20.2%Reduced
Regal Investment Advisors LLC2,055$310.0K0.02%+2,055New
Caerus Investment Advisors, LLC2,051$309.4K0.13%+2,051New
Titleist Asset Management, LLC2,046$308.7K0.03%−703−25.6%Reduced
Millennium Capital Advisors, LLC2,046$308.7K0.19%+2,046New
Balance Wealth, LLC2,032$306.6K0.08%+2,032New
Albion Financial Group2,026$305.6K0.02%−110,055−98.2%Reduced
McGlone Suttner Wealth Management, Inc.2,023$305.2K0.04%−11−0.5%Reduced
SeaCrest Wealth Management, LLC1,821$304.8K0.03%−3,760−67.4%Reduced
Crescent Grove Advisors, LLC2,006$302.6K0.03%+2,006New
Investment Partners, Ltd.2,004$302.3K0.11%+10.0%Added
Gryphon Financial Partners LLC2,003$302.2K0.03%−55−2.7%Reduced
Canton Hathaway, LLC2,000$302.0K0.06%00.0%Unchanged
Gallacher Capital Management LLC2,000$301.7K0.12%00.0%Unchanged
Siren, L.L.C.2,000$301.7K0.01%00.0%Unchanged