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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 1,327 | $200.2K | 0.04% | +1,327 | New |
| Wesbanco Bank Inc | 1,326 | $200.0K | 0.01% | +1,326 | New |
| Newbridge Financial Services Group, Inc. | 1,325 | $199.9K | 0.03% | +700+112.0% | Added |
| Gordian Capital Singapore Pte Ltd | 1,300 | $196.1K | 0.27% | −4,150−76.1% | Reduced |
| Silver Oak Securities, Inc | 1,277 | $192.6K | 0.01% | +1,277 | New |
| TD Waterhouse Canada Inc. | 1,141 | $184.3K | 0.00% | −3,789−76.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,221 | $184.2K | 0.00% | −3,525−74.3% | Reduced |
| Central Trust Co | 1,200 | $181.0K | 0.00% | +885+281.0% | Added |
| AdvisorShares Investments LLC | 1,197 | $180.6K | 0.03% | +770+180.3% | Added |
| Exchange Traded Concepts, LLC | 1,187 | $179.1K | 0.00% | +1,187 | New |
| Virtus ETF Advisers LLC | 1,146 | $172.9K | 0.10% | +446+63.7% | Added |
| Cary Street Partners Financial LLC | 1,122 | $169.3K | 0.00% | −268−19.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,101 | $166.2K | 0.11% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,100 | $165.9K | 0.02% | −65−5.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,096 | $165.0K | 0.02% | +1,010+1,174.4% | Added |
| Versant Capital Management, Inc | 1,086 | $163.8K | 0.02% | +15+1.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,072 | $161.7K | 0.10% | −119−10.0% | Reduced |
| Fifth Third Bancorp | 1,068 | $161.1K | 0.00% | −516−32.6% | Reduced |
| Massmutual Trust Co FSB | 1,053 | $158.9K | 0.00% | +23+2.2% | Added |
| Manchester Capital Management LLC | 1,048 | $158.0K | 0.02% | +240+29.7% | Added |
| Tower Research Capital LLC (TRC) | 1,044 | $157.5K | 0.00% | +801+329.6% | Added |
| Tidemark, LLC | 1,036 | $156.3K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $155.7K | 0.00% | +100+13.3% | Added |
| Quadrant Capital Group LLC | 1,019 | $153.7K | 0.00% | +1,019 | New |
| Bay Harbor Wealth Management, LLC | 1,008 | $152.1K | 0.04% | −140−12.2% | Reduced |
| Fairscale Capital, LLC | 1,007 | $151.9K | 0.10% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 1,002 | $151.1K | 0.12% | +1+0.1% | Added |
| Activest Wealth Management | 987 | $148.9K | 0.03% | +928+1,572.9% | Added |
| AdvisorNet Financial, Inc | 973 | $146.8K | 0.01% | +280+40.4% | Added |
| First Horizon Corp | 957 | $144.4K | 0.01% | +957 | New |
| North Star Investment Management Corp. | 944 | $142.4K | 0.01% | −101−9.7% | Reduced |
| Smithfield Trust Co | 942 | $141.0K | 0.01% | −80−7.8% | Reduced |
| Colonial Trust Advisors | 851 | $128.3K | 0.01% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 834 | $125.0K | 0.07% | +834 | New |
| Allianz SE | 797 | $120.2K | 0.00% | −1,842−69.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 778 | $117.4K | 0.04% | −982−55.8% | Reduced |
| Abich Financial Wealth Management LLC | 774 | $116.8K | 0.04% | +774 | New |
| WPG Advisers, LLC | 761 | $114.8K | 0.09% | −138−15.4% | Reduced |
| TFC Financial Management | 685 | $103.3K | 0.01% | −201−22.7% | Reduced |
| Highline Wealth Partners LLC | 684 | $103.2K | 0.03% | −2,041−74.9% | Reduced |
| Stephenson National Bank & Trust | 665 | $100.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 640 | $96.5K | 0.04% | 00.0% | Unchanged |
| Ossiam | 616 | $92.9K | 0.00% | +223+56.7% | Added |
| Root Financial Partners, LLC | 610 | $92.0K | 0.01% | +610 | New |
| Wolff Wiese Magana LLC | 604 | $91.1K | 0.05% | +50+9.0% | Added |
| Wealth Watch Advisors, INC | 599 | $90.4K | 0.04% | +599 | New |
| Anchor Investment Management, LLC | 590 | $89.0K | 0.01% | +490+490.0% | Added |
| Armstrong Advisory Group, Inc | 580 | $87.5K | 0.01% | +60+11.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 579 | $87.4K | 0.01% | +579 | New |
| Osterweis Capital Management Inc | 579 | $87.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 575 | $86.7K | 0.00% | −2,752−82.7% | Reduced |
| American National Bank | 559 | $84.3K | 0.01% | +387+225.0% | Added |
| Parkside Financial Bank & Trust | 557 | $84.0K | 0.01% | +177+46.6% | Added |
| Wealthspire Advisors, LLC | 556 | $83.9K | 0.00% | +556 | New |
| AllSquare Wealth Management LLC | 554 | $83.6K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 507 | $76.5K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 502 | $75.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $75.4K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 500 | $75.4K | 0.01% | +50+11.1% | Added |
| RiverPark Advisors, LLC | 492 | $74.2K | 0.03% | −130−20.9% | Reduced |
| Bogart Wealth, LLC | 475 | $71.7K | 0.00% | −997−67.7% | Reduced |
| Sound Income Strategies, LLC | 423 | $71.4K | 0.00% | +423 | New |
| GW&K Investment Management, LLC | 469 | $71.0K | 0.00% | +102+27.8% | Added |
| Concord Wealth Partners | 468 | $70.6K | 0.01% | +467+46,700.0% | Added |
| Bell Investment Advisors, Inc | 459 | $69.2K | 0.01% | −38−7.6% | Reduced |
| Crewe Advisors LLC | 441 | $66.5K | 0.01% | −92−17.3% | Reduced |
| REAP Financial Group, LLC | 394 | $59.5K | 0.01% | −58−12.8% | Reduced |
| LRI Investments, LLC | 372 | $56.1K | 0.00% | −94−20.2% | Reduced |
| Levin Capital Strategies, L.P. | 368 | $55.5K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 364 | $54.9K | 0.03% | +109+42.7% | Added |
| Westside Investment Management, Inc. | 335 | $50.5K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 330 | $49.8K | 0.01% | −70−17.5% | Reduced |
| Barrett & Company, Inc. | 325 | $49.0K | 0.02% | −500−60.6% | Reduced |
| Itau Unibanco Holding S.A. | 314 | $47.4K | 0.00% | −17−5.1% | Reduced |
| Maseco LLP | 310 | $46.8K | 0.00% | +300+3,000.0% | Added |
| North Capital, Inc. | 307 | $46.3K | 0.04% | +2+0.7% | Added |
| Farmers & Merchants Investments Inc | 300 | $45.3K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $45.3K | 0.01% | +300 | New |
| Johnson Financial Group, Inc. | 296 | $44.7K | 0.00% | +296 | New |
| Salomon & Ludwin, LLC | 276 | $44.2K | 0.00% | +276 | New |
| Tradewinds Capital Management, LLC | 290 | $43.8K | 0.01% | −53−15.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 287 | $43.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 270 | $40.8K | 0.00% | +5+1.9% | Added |
| UMA Financial Services, Inc. | 263 | $39.7K | 0.01% | +188+250.7% | Added |
| Roble, Belko & Company, Inc | 250 | $38.0K | 0.01% | −653−72.3% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $37.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 241 | $36.4K | 0.00% | +102+73.4% | Added |
| Glen Eagle Advisors, LLC | 240 | $36.2K | 0.01% | +10+4.3% | Added |
| Covestor Ltd | 235 | $36.0K | 0.02% | −2,350−90.9% | Reduced |
| Bessemer Group Inc | 240 | $36.0K | 0.00% | +240 | New |
| Pinnacle Bancorp, Inc. | 238 | $35.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 237 | $35.8K | 0.01% | −2−0.8% | Reduced |
| Brown Brothers Harriman & Co | 237 | $35.8K | 0.00% | +65+37.8% | Added |
| DiNuzzo Private Wealth, Inc. | 267 | $34.1K | 0.00% | +3+1.1% | Added |
| Horizon Financial Services, LLC | 220 | $33.2K | 0.02% | +220 | New |
| Pittenger & Anderson Inc | 213 | $32.1K | 0.00% | +50+30.7% | Added |
| Avion Wealth | 216 | $32.0K | 0.01% | +3+1.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 203 | $30.6K | 0.00% | +203 | New |
| Pacific Center for Financial Services | 200 | $30.2K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $30.2K | 0.00% | 00.0% | Unchanged |