Skip to main content
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
Ameritas Advisory Services, LLC1,975$297.9K0.02%−14,220−87.8%Reduced
Lebenthal Global Advisors, LLC1,957$295.2K0.05%+7+0.4%Added
Bigelow Investment Advisors, LLC1,957$295.2K0.12%+1,957New
Ritholtz Wealth Management1,922$290.0K0.01%+1,922New
Register Financial Advisors LLC1,920$289.7K0.11%00.0%Unchanged
Clarius Group, LLC1,917$289.2K0.02%+2+0.1%Added
Flagship Harbor Advisors, LLC1,915$288.8K0.01%+214+12.6%Added
Keebeck Alpha, LP1,912$288.4K0.40%+1,912New
Tred Avon Family Wealth, LLC1,898$286.3K0.10%+1,898New
Brookstone Capital Management1,890$285.1K0.00%+1,890New
Twinbeech Capital LP1,887$284.7K0.01%−367−16.3%Reduced
Patten Group, Inc.1,872$282.4K0.05%+1,872New
Alta Advisers Ltd1,863$281.1K0.09%00.0%Unchanged
Galvin, Gaustad & Stein, LLC1,858$280.4K0.02%−811−30.4%Reduced
Vestmark Advisory Solutions, Inc.1,841$277.7K0.01%−4,621−71.5%Reduced
Howard Capital Management Inc.1,837$277.1K0.00%+54+3.0%Added
Creative Financial Designs Inc1,827$275.7K0.02%+21+1.2%Added
Cedar Wealth Management, LLC1,826$275.5K0.08%+1,826New
Requisite Capital Management, LLC1,819$274.4K0.05%+1,819New
Golden State Equity Partners1,818$274.3K0.05%+28+1.6%Added
Cary Street Partner Investment Advisory LLC1,815$273.8K0.11%−438−19.4%Reduced
Dorsey & Whitney Trust CO LLC1,815$273.8K0.01%+21+1.2%Added
Legacy Capital Group California, Inc.1,802$271.9K0.07%+144+8.7%Added
Clay Northam Wealth Management, LLC1,795$270.8K0.15%+1,795New
Reuter James Wealth Management, LLC1,785$269.3K0.04%−47−2.6%Reduced
Westhampton Capital, LLC1,785$269.3K0.13%00.0%Unchanged
Family Management Corp1,781$268.7K0.04%+1,781New
MBL Wealth, LLC1,767$266.6K0.02%00.0%Unchanged
L2 Asset Management, LLC1,750$264.0K0.04%+65+3.9%Added
Miracle Mile Advisors, LLC1,743$263.0K0.00%+1,743New
Geneos Wealth Management Inc.1,742$262.8K0.01%−1,752−50.1%Reduced
Onyx Bridge Wealth Group LLC1,735$261.8K0.03%+8+0.5%Added
Visionary Wealth Advisors1,733$261.5K0.01%+1,733New
Foster Victor Wealth Advisors, LLC1,622$259.9K0.02%+1,622New
Archford Capital Strategies, LLC1,716$258.9K0.03%+1,716New
Hancock Whitney Corp1,715$258.7K0.00%−2,448−58.8%Reduced
Beacon Bridge Wealth Partners, LLC1,705$257.2K0.09%+1,705New
Cahill Financial Advisors Inc1,698$256.2K0.03%−1,544−47.6%Reduced
Holderness Investments Co1,694$255.6K0.05%+1,694New
Capital Advisors Inc1,693$255.4K0.00%+1,693New
McGuire Investment Group, LLC1,688$254.7K0.03%+1,688New
Consolidated Portfolio Review Corp1,678$253.2K0.03%−952−36.2%Reduced
ORG Partners LLC1,673$252.4K0.05%+81+5.1%Added
McKinley Carter Wealth Services, Inc.1,672$252.2K0.01%+19+1.1%Added
Cura Wealth Advisors, LLC1,663$250.9K0.10%−77−4.4%Reduced
Quotient Wealth Partners, LLC1,662$250.8K0.01%+25+1.5%Added
Allegiance Financial Group Advisory Services LLC1,662$250.7K0.06%−3−0.2%Reduced
Fukoku Mutual Life Insurance Co1,652$249.2K0.02%−442−21.1%Reduced
Poinciana Advisors Group, LLC1,636$246.8K0.21%−45−2.7%Reduced
denkapparat Operations GmbH1,634$246.5K0.16%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,633$246.4K0.00%+1,633New
Gen-Wealth Partners Inc1,628$245.6K0.08%00.0%Unchanged
Founders Financial Alliance, LLC1,623$244.8K0.05%+2+0.1%Added
Ethos Financial Group, LLC1,610$242.9K0.02%+1,610New
GTS Securities LLC1,596$240.8K0.01%+1,596New
McAdam, LLC1,584$239.0K0.01%+1,584New
Goldstein Advisors, LLC1,578$238.1K0.03%−935−37.2%Reduced
Magnus Financial Group LLC1,573$237.3K0.02%+1,573New
LeConte Wealth Management, LLC1,567$236.4K0.16%+1,567New
DLK Investment Management, LLC1,551$234.0K0.09%+1,551New
SG Americas Securities, LLC1,543$233.0K0.00%−25,294−94.3%Reduced
Hollencrest Capital Management1,531$231.0K0.01%−124−7.5%Reduced
Journey Strategic Wealth LLC1,525$230.1K0.01%+1,525New
Johnson Investment Counsel Inc1,523$229.8K0.00%+1,523New
GWN Securities Inc.1,465$229.0K0.05%−319−17.9%Reduced
Aire Advisors, LLC1,510$227.8K0.04%+1,510New
Strategic Wealth Partners, Ltd.1,502$226.6K0.02%+1,152+329.1%Added
West Tower Group, LLC1,500$226.3K0.66%+1,500New
F/M Investments LLC1,499$226.1K0.01%+1,499New
Simplicity Wealth,LLC1,499$226.1K0.01%+1,499New
Jump Financial, LLC1,498$226.0K0.00%+1,498New
Narwhal Capital Management1,486$224.2K0.02%+1,486New
TD Private Client Wealth LLC1,477$222.8K0.01%+114+8.4%Added
MASTERINVEST Kapitalanlage GmbH1,469$221.6K0.02%+1,469New
Financial Management Network Inc1,360$221.4K0.04%+1,360New
Cavalier Investments, LLC2,496$220.8K0.09%+124+5.2%Added
Oxford Financial Group Ltd1,457$219.8K0.01%+1,457New
Simmons Bank1,454$219.4K0.01%−136−8.6%Reduced
Net Worth Advisory Group1,448$218.5K0.06%−186−11.4%Reduced
First Community Trust NA1,446$218.1K0.17%00.0%Unchanged
BSW Wealth Partners1,440$217.3K0.03%+1,440New
Empire Financial Management Company, LLC1,424$214.8K0.05%−890−38.5%Reduced
N.E.W. Advisory Services LLC1,423$214.7K0.02%−363−20.3%Reduced
Moody National Bank Trust Division1,410$212.7K0.02%+1,410New
Legacy Wealth Management, LLC1,402$211.6K0.06%+1,402New
Waterloo Capital, L.P.1,401$211.4K0.02%+1,401New
Michael S. Ryan, Inc.1,395$210.4K0.13%+1,395New
Soltis Investment Advisors LLC1,392$210.0K0.01%+1,392New
Prentice Wealth Management LLC1,391$209.8K0.05%+1,391New
NFP Retirement, Inc.1,384$208.8K0.01%+1,384New
Fifth Third Wealth Advisors LLC1,379$208.0K0.01%+1,379New
Amussen Hunsaker Associates LLC1,380$207.5K0.02%+1,380New
Obermeyer Wood Investment Counsel, LLLP1,369$206.6K0.01%+1,369New
waypoint wealth counsel1,369$206.5K0.08%+1,369New
ASB Consultores, LLC1,369$206.5K0.91%+1,369New
PFG Advisors1,354$204.3K0.01%+1,354New
Fortis Group Advisors, LLC1,047$201.9K0.03%+1,047New
Sunbelt Securities, Inc.1,338$201.9K0.01%−14,195−91.4%Reduced
Wharton Business Group, LLC1,335$201.4K0.01%+1,335New
First Citizens Bank & Trust Co1,330$200.6K0.00%+1,330New