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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 22,555 | $3.40M | 0.18% | +985+4.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 22,500 | $3.39M | 0.70% | +22,500 | New |
| Apollon Wealth Management, LLC | 22,300 | $3.36M | 0.06% | −630−2.7% | Reduced |
| Trifecta Capital Advisors, LLC | 22,290 | $3.36M | 0.51% | +22,290 | New |
| Illinois Municipal Retirement Fund | 22,094 | $3.33M | 0.04% | +3,167+16.7% | Added |
| ShoreHaven Wealth Partners, LLC | 22,058 | $3.33M | 1.23% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,900 | $3.30M | 0.13% | +19,179+704.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,402 | $3.23M | 0.08% | +336+1.6% | Added |
| UBS Oconnor LLC | 21,400 | $3.23M | 0.10% | +21,400 | New |
| New York State Teachers Retirement System | 21,170 | $3.19M | 0.01% | −2,789−11.6% | Reduced |
| iA Global Asset Management Inc. | 21,154 | $3.19M | 0.04% | +12,007+131.3% | Added |
| Engineers Gate Manager LP | 21,131 | $3.19M | 0.04% | −119,792−85.0% | Reduced |
| Himension Fund | 21,039 | $3.17M | 0.19% | −3,412−14.0% | Reduced |
| Lighthouse Investment Partners, LLC | 21,000 | $3.17M | 0.11% | −18,320−46.6% | Reduced |
| Carroll Investors, Inc | 21,047 | $3.17M | 1.53% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 20,962 | $3.16M | 1.14% | +15+0.1% | Added |
| Snowden Capital Advisors LLC | 20,787 | $3.14M | 0.09% | +6,962+50.4% | Added |
| Liontrust Investment Partners LLP | 20,555 | $3.10M | 0.05% | +5,082+32.8% | Added |
| Bard Financial Services, Inc. | 20,300 | $3.06M | 0.34% | −375−1.8% | Reduced |
| Fisher Asset Management, LLC | 20,105 | $3.03M | 0.00% | −1,661−7.6% | Reduced |
| Commerce Bank | 19,997 | $3.02M | 0.02% | +404+2.1% | Added |
| NBC Securities, Inc. | 19,970 | $3.01M | 0.23% | −557−2.7% | Reduced |
| Park Avenue Securities LLC | 19,868 | $3.00M | 0.02% | +7,191+56.7% | Added |
| Capstone Investment Advisors, LLC | 19,755 | $2.98M | 0.03% | +2,286+13.1% | Added |
| Quantbot Technologies LP | 19,744 | $2.98M | 0.08% | +19,744 | New |
| Susquehanna Portfolio Strategies, LLC | 19,674 | $2.97M | 0.05% | +9,316+89.9% | Added |
| Bensler, LLC | 19,488 | $2.94M | 0.31% | +19,488 | New |
| Wealthcare Advisory Partners LLC | 19,448 | $2.93M | 0.06% | +88+0.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,247 | $2.90M | 0.08% | +630+3.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 19,146 | $2.89M | 0.15% | −117,586−86.0% | Reduced |
| Platinum Investment Management Ltd | 19,132 | $2.89M | 0.19% | +9,593+100.6% | Added |
| HRT Financial LP | 19,132 | $2.89M | 0.01% | +19,132 | New |
| Legacy Bridge, LLC | 19,073 | $2.88M | 1.20% | −5,300−21.7% | Reduced |
| Elm Partners Management LLC | 19,053 | $2.87M | 0.14% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 19,028 | $2.87M | 0.05% | +2,028+11.9% | Added |
| Oppenheimer Asset Management Inc. | 18,981 | $2.86M | 0.03% | −2,162−10.2% | Reduced |
| Maryland State Retirement & Pension System | 18,827 | $2.84M | 0.06% | +336+1.8% | Added |
| Carnegie Capital Asset Management, LLC | 18,821 | $2.84M | 0.05% | +248+1.3% | Added |
| Graphene Investments SAS | 18,800 | $2.84M | 1.79% | −3,300−14.9% | Reduced |
| Advisors Asset Management, Inc. | 18,773 | $2.83M | 0.05% | +2,255+13.7% | Added |
| Independent Financial Group, LLC | 18,740 | $2.83M | 0.07% | +7,309+63.9% | Added |
| Jackson Hole Capital Partners, LLC | 18,675 | $2.82M | 0.48% | −855−4.4% | Reduced |
| Left Brain Wealth Management, LLC | 18,216 | $2.75M | 0.86% | +13,641+298.2% | Added |
| Merit Financial Group, LLC | 18,212 | $2.75M | 0.03% | −526−2.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,851 | $2.69M | 0.07% | +17,851 | New |
| Gulf International Bank (UK) Ltd | 17,837 | $2.69M | 0.09% | −291−1.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 17,831 | $2.69M | 0.52% | +17,831 | New |
| Princeton Global Asset Management LLC | 17,769 | $2.68M | 0.44% | +17,569+8,784.5% | Added |
| Global Retirement Partners, LLC | 17,631 | $2.66M | 0.06% | +3,629+25.9% | Added |
| Castle Rock Wealth Management, LLC | 16,504 | $2.64M | 0.58% | +261+1.6% | Added |
| Axxcess Wealth Management, LLC | 17,447 | $2.63M | 0.06% | −1,219−6.5% | Reduced |
| We Are One Seven, LLC | 17,309 | $2.61M | 0.06% | +3,294+23.5% | Added |
| Pallas Capital Advisors LLC | 17,302 | $2.61M | 0.10% | +14+0.1% | Added |
| Balyasny Asset Management LLC | 17,189 | $2.59M | 0.01% | −483,509−96.6% | Reduced |
| Bouvel Investment Partners, LLC | 17,176 | $2.59M | 0.79% | +357+2.1% | Added |
| Arete Wealth Advisors, LLC | 17,057 | $2.58M | 0.16% | +12,063+241.5% | Added |
| Investment Management Corp of Ontario | 17,022 | $2.57M | 0.04% | +8,122+91.3% | Added |
| Parsons Capital Management Inc | 16,958 | $2.56M | 0.15% | −1,058−5.9% | Reduced |
| Wealth Management Partners, LLC | 16,933 | $2.55M | 0.81% | +2,251+15.3% | Added |
| Rockline Wealth Management, LLC | 16,588 | $2.50M | 0.52% | +2,482+17.6% | Added |
| Coastal Bridge Advisors, LLC | 16,429 | $2.48M | 0.19% | +1,180+7.7% | Added |
| J.W. Cole Advisors, Inc. | 16,344 | $2.47M | 0.05% | +2,067+14.5% | Added |
| CIBC Asset Management Inc | 16,313 | $2.46M | 0.01% | +108+0.7% | Added |
| Integrated Wealth Concepts LLC | 16,205 | $2.44M | 0.02% | −1,169−6.7% | Reduced |
| Lighthouse Financial LLC | 16,091 | $2.43M | 1.60% | +930+6.1% | Added |
| Haven Capital Group, Inc. | 16,083 | $2.43M | 2.16% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 15,000 | $2.42M | 0.35% | +15,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,179 | $2.42M | 0.00% | +10,185+169.9% | Added |
| Meiji Yasuda Life Insurance Co | 15,939 | $2.40M | 0.07% | −6,209−28.0% | Reduced |
| Ancora Advisors, LLC | 15,923 | $2.40M | 0.05% | +64+0.4% | Added |
| PFG Investments, LLC | 15,904 | $2.40M | 0.12% | +2,934+22.6% | Added |
| Krilogy Financial LLC | 12,478 | $2.38M | 0.09% | +1,595+14.7% | Added |
| Prime Capital Investment Advisors, LLC | 15,714 | $2.37M | 0.03% | +8,034+104.6% | Added |
| Integrated Advisors Network LLC | 15,656 | $2.36M | 0.10% | +783+5.3% | Added |
| Arkadios Wealth Advisors | 15,602 | $2.35M | 0.06% | −695−4.3% | Reduced |
| Candelo Capital Management LP | 15,500 | $2.34M | 2.09% | −16,068−50.9% | Reduced |
| Vestcor Inc | 15,501 | $2.34M | 0.07% | +89+0.6% | Added |
| Kennedy Investment Group | 15,494 | $2.34M | 0.93% | −3,023−16.3% | Reduced |
| Easterly Investment Partners LLC | 15,390 | $2.32M | 0.16% | 00.0% | Unchanged |
| Novare Capital Management LLC | 15,336 | $2.31M | 0.18% | +3,046+24.8% | Added |
| Hilltop Holdings Inc. | 15,308 | $2.31M | 0.12% | +4,761+45.1% | Added |
| Hunting Hill Global Capital, LLC | 15,100 | $2.28M | 0.86% | −3,000−16.6% | Reduced |
| Thrivent Financial for Lutherans | 15,082 | $2.27M | 0.00% | +1,096+7.8% | Added |
| Jain Global LLC | 15,035 | $2.27M | 0.03% | +15,035 | New |
| Advent Capital Management | 15,000 | $2.26M | 0.05% | +15,000 | New |
| B. Metzler seel. Sohn & Co. AG | 14,990 | $2.26M | 0.02% | −2,049−12.0% | Reduced |
| Benchmark Investment Advisors LLC | 14,842 | $2.25M | 1.30% | +14,842 | New |
| Sandler Capital Management | 14,831 | $2.24M | 0.82% | −532−3.5% | Reduced |
| Caisse des Depots Et Consignations | 14,805 | $2.23M | 0.09% | +14,805 | New |
| Shaker Investments LLC | 14,724 | $2.22M | 0.89% | +14,724 | New |
| SummitTX Capital, L.P. | 14,600 | $2.20M | 0.09% | +14,600 | New |
| Wedbush Securities Inc | 14,568 | $2.20M | 0.07% | −6,345−30.3% | Reduced |
| IFP Advisors, Inc | 14,490 | $2.19M | 0.06% | +1,888+15.0% | Added |
| Darwin Advisors, LLC | 14,465 | $2.18M | 0.69% | −66−0.5% | Reduced |
| SBI Securities Co., Ltd. | 14,446 | $2.18M | 0.06% | +1,631+12.7% | Added |
| National Philanthropic Trust | 14,385 | $2.17M | 0.02% | +14,385 | New |
| Principal Financial Group Inc | 14,269 | $2.15M | 0.00% | −5,254−26.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,459 | $2.14M | 0.02% | +5,066+53.9% | Added |
| Generali Asset Management SPA SGR | 14,130 | $2.13M | 0.05% | +3,874+37.8% | Added |
| New England Research & Management, Inc. | 14,110 | $2.13M | 0.98% | +1,330+10.4% | Added |