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 |
|---|---|---|---|---|---|
| Old West Investment Management, LLC | 38,444 | $5.80M | 1.33% | +2,477+6.9% | Added |
| CMH Wealth Management LLC | 38,318 | $5.78M | 1.23% | +38,318 | New |
| Alberta Investment Management Corp | 38,200 | $5.76M | 0.04% | +38,200 | New |
| Pennant Select, LLC | 37,800 | $5.70M | 3.59% | −9,000−19.2% | Reduced |
| Lazard Asset Management LLC | 37,607 | $5.67M | 0.01% | −3,945−9.5% | Reduced |
| Thor Investment Management Inc | 36,931 | $5.57M | 3.36% | −468−1.3% | Reduced |
| Sovran Advisors, LLC | 28,588 | $5.54M | 0.49% | +3,780+15.2% | Added |
| SRS Capital Advisors, Inc. | 36,480 | $5.50M | 0.08% | +33,592+1,163.2% | Added |
| Kieckhefer Group LLC | 36,404 | $5.49M | 2.57% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36,324 | $5.48M | 0.07% | −10,270−22.0% | Reduced |
| Westbourne Investments, Inc. | 27,925 | $5.39M | 2.57% | −710−2.5% | Reduced |
| Brant Point Investment Management LLC | 35,500 | $5.36M | 1.19% | −5,697−13.8% | Reduced |
| Steel Peak Wealth Management LLC | 35,443 | $5.35M | 0.18% | +675+1.9% | Added |
| Bradley Foster & Sargent Inc | 35,433 | $5.35M | 0.08% | +1,968+5.9% | Added |
| Mercer Global Advisors Inc | 35,290 | $5.32M | 0.01% | +668+1.9% | Added |
| Assenagon Asset Management S.A. | 35,277 | $5.32M | 0.01% | −165,535−82.4% | Reduced |
| Rowland & Co Investment Counsel | 35,266 | $5.32M | 1.04% | −559−1.6% | Reduced |
| M&T Bank Corp | 35,255 | $5.32M | 0.02% | −4,889−12.2% | Reduced |
| Alight Capital Management LP | 35,000 | $5.28M | 1.26% | +35,000 | New |
| HCR Wealth Advisors | 32,551 | $5.26M | 0.54% | +1,593+5.1% | Added |
| KMG Fiduciary Partners, LLC | 34,420 | $5.19M | 0.35% | +322+0.9% | Added |
| Intech Investment Management LLC | 34,307 | $5.18M | 0.05% | +11,404+49.8% | Added |
| Davidson Capital Management Inc. | 34,244 | $5.17M | 1.15% | −848−2.4% | Reduced |
| Natixis | 33,865 | $5.11M | 0.03% | +26,921+387.7% | Added |
| Swiss Life Asset Management Ltd | 33,571 | $5.06M | 0.03% | −4,539−11.9% | Reduced |
| Next Century Growth Investors LLC | 33,098 | $4.99M | 0.36% | −8,761−20.9% | Reduced |
| Viking Fund Management LLC | 33,000 | $4.98M | 0.60% | −2,000−5.7% | Reduced |
| NEOS Investment Management LLC | 32,871 | $4.96M | 0.04% | +2,298+7.5% | Added |
| Tema ETFs LLC | 32,871 | $4.96M | 0.41% | +2,298+7.5% | Added |
| Summit Financial, LLC | 32,844 | $4.95M | 0.08% | +32,844 | New |
| Strategic Global Advisors, LLC | 32,737 | $4.94M | 0.75% | −579−1.7% | Reduced |
| CI Private Wealth, LLC | 32,405 | $4.89M | 0.01% | −4,783−12.9% | Reduced |
| Mirova | 32,216 | $4.86M | 0.69% | +17,216+114.8% | Added |
| Hollow Brook Wealth Management LLC | 31,732 | $4.79M | 1.13% | +239+0.8% | Added |
| BNP Paribas | 31,468 | $4.75M | 0.14% | +1,425+4.7% | Added |
| Amalgamated Bank | 30,995 | $4.68M | 0.03% | +2,060+7.1% | Added |
| Oak Harvest Investment Services | 30,650 | $4.62M | 0.54% | +190+0.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 30,559 | $4.61M | 0.89% | +30,559 | New |
| Shorepoint Capital Partners LLC | 30,456 | $4.59M | 0.91% | +30,456 | New |
| TCG Advisory Services, LLC | 30,221 | $4.56M | 0.17% | +9,683+47.1% | Added |
| Azzad Asset Management Inc | 30,201 | $4.56M | 0.45% | +15,499+105.4% | Added |
| Ambassador Advisors, LLC | 30,169 | $4.55M | 0.68% | +30,169 | New |
| Merrion Investment Management Co, LLC | 30,000 | $4.53M | 2.60% | 00.0% | Unchanged |
| Twin Tree Management, LP | 29,437 | $4.44M | 0.21% | +29,437 | New |
| Federation des caisses Desjardins du Quebec | 29,387 | $4.43M | 0.02% | +2,788+10.5% | Added |
| J. Safra Sarasin Holding AG | 29,375 | $4.43M | 0.07% | +16,175+122.5% | Added |
| National Bank of Canada | 29,330 | $4.43M | 0.01% | +852+3.0% | Added |
| Nia Impact Advisors, LLC | 29,093 | $4.39M | 1.43% | +29,093 | New |
| Seascape Capital Management | 29,075 | $4.39M | 1.26% | +1,858+6.8% | Added |
| Goldstream Capital Management Ltd | 28,855 | $4.35M | 1.54% | −1,243−4.1% | Reduced |
| Balboa Wealth Partners | 28,748 | $4.34M | 0.75% | −2,234−7.2% | Reduced |
| Stonebridge Financial Group, LLC | 28,667 | $4.32M | 0.38% | −31−0.1% | Reduced |
| FWL Investment Management, LLC | 28,336 | $4.27M | 1.11% | +4,495+18.9% | Added |
| Night Squared LP | 28,283 | $4.27M | 1.54% | +28,283 | New |
| Electron Capital Partners, LLC | 28,254 | $4.26M | 0.19% | −66−0.2% | Reduced |
| Otter Creek Advisors, LLC | 28,250 | $4.26M | 4.23% | −14,186−33.4% | Reduced |
| Atlantic Union Bankshares Corp | 28,094 | $4.24M | 0.08% | +1,101+4.1% | Added |
| Morse Asset Management, Inc | 27,990 | $4.22M | 0.84% | +1,091+4.1% | Added |
| Boothe Investment Group, Inc. | 27,886 | $4.21M | 1.54% | −225−0.8% | Reduced |
| Mutual Advisors, LLC | 22,895 | $4.19M | 0.09% | +13,727+149.7% | Added |
| Anson Funds Management LP | 27,500 | $4.15M | 0.46% | +27,500 | New |
| Wakefield Asset Management LLLP | 27,438 | $4.14M | 1.13% | −2,082−7.1% | Reduced |
| Bank of Nova Scotia | 27,313 | $4.12M | 0.01% | −1,926−6.6% | Reduced |
| Scotia Capital Inc. | 27,248 | $4.11M | 0.02% | +220+0.8% | Added |
| Phoenix Holdings Ltd. | 27,204 | $4.10M | 0.05% | −19,522−41.8% | Reduced |
| Summerhill Capital Management lnc. | 27,196 | $4.10M | 4.26% | −60−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 26,960 | $4.07M | 0.02% | −2,332−8.0% | Reduced |
| Manufacturers Life Insurance Company, The | 26,890 | $4.06M | 0.00% | +57+0.2% | Added |
| NTV Asset Management LLC | 26,458 | $3.99M | 0.44% | +17,658+200.7% | Added |
| Capula Management Ltd | 26,416 | $3.99M | 0.03% | +21,616+450.3% | Added |
| Trilogy Capital Inc. | 26,373 | $3.98M | 0.18% | +4,646+21.4% | Added |
| Dark Forest Capital Management LP | 26,364 | $3.98M | 0.15% | +15,773+148.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,264 | $3.96M | 1.71% | +60.0% | Added |
| Prosperitas Financial LLC | 25,973 | $3.92M | 1.62% | +25,973 | New |
| Sigma Planning Corp | 25,829 | $3.90M | 0.11% | +14,964+137.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 25,695 | $3.88M | 0.01% | +23,528+1,085.7% | Added |
| Aptus Capital Advisors, LLC | 25,444 | $3.84M | 0.04% | +25,444 | New |
| Seldon Capital LP | 25,218 | $3.80M | 1.34% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 25,160 | $3.80M | 0.14% | +3,437+15.8% | Added |
| Sargent Investment Group, LLC | 25,123 | $3.79M | 0.54% | +4,410+21.3% | Added |
| ASR Vermogensbeheer N.V. | 25,123 | $3.79M | 0.05% | −67−0.3% | Reduced |
| Bank of Hawaii | 25,058 | $3.78M | 0.19% | −15,581−38.3% | Reduced |
| Telligent Fund, LP | 25,000 | $3.77M | 3.22% | +7,000+38.9% | Added |
| Mezzasalma Advisors, LLC | 24,825 | $3.75M | 0.96% | +1,389+5.9% | Added |
| BNC Wealth Management, LLC | 24,763 | $3.74M | 0.94% | +24,763 | New |
| Capital Planning Advisors, LLC | 24,636 | $3.72M | 0.51% | +518+2.1% | Added |
| EFG Asset Management (Americas) Corp. | 24,609 | $3.71M | 0.64% | −4,993−16.9% | Reduced |
| MetLife Investment Management | 24,359 | $3.67M | 0.02% | +703+3.0% | Added |
| Gunderson Capital Management Inc. | 24,303 | $3.67M | 1.35% | +24,303 | New |
| Baldwin Investment Management, LLC | 24,301 | $3.67M | 0.42% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 24,200 | $3.65M | 0.05% | +24,200 | New |
| Second Line Capital, LLC | 24,118 | $3.64M | 0.75% | +24,118 | New |
| Galaxy Digital Capital Management GP LLC | 23,921 | $3.61M | 3.52% | +1,137+5.0% | Added |
| Kentucky Retirement Systems | 23,886 | $3.60M | 0.10% | +948+4.1% | Added |
| Brown, Lisle/Cummings, Inc. | 23,512 | $3.55M | 0.91% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 23,228 | $3.50M | 0.57% | +100+0.4% | Added |
| 1858 Wealth Management, LLC | 23,125 | $3.49M | 2.45% | −3,606−13.5% | Reduced |
| HighPoint Advisor Group LLC | 22,977 | $3.47M | 0.17% | +1,058+4.8% | Added |
| Ashton Thomas Private Wealth, LLC | 22,894 | $3.45M | 0.09% | +6,788+42.1% | Added |
| O'Shaughnessy Asset Management, LLC | 22,616 | $3.41M | 0.02% | +5,196+29.8% | Added |