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 |
|---|---|---|---|---|---|
| Aragon Global Management, LP | 14,000 | $2.11M | 0.65% | +14,000 | New |
| DRW Securities, LLC | 13,958 | $2.10M | 0.11% | +550+4.1% | Added |
| MidWestOne Financial Group, Inc. | 13,875 | $2.09M | 0.25% | −1,931−12.2% | Reduced |
| Nicholas Investment Partners, LP | 13,795 | $2.08M | 0.16% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,789 | $2.08M | 0.02% | +13,789 | New |
| Werlinich Asset Management, LLC | 13,785 | $2.08M | 1.03% | 00.0% | Unchanged |
| Finivi Inc. | 13,704 | $2.07M | 1.32% | +113+0.8% | Added |
| Cottage Street Advisors LLC | 13,518 | $2.07M | 0.88% | +500+3.8% | Added |
| Summit Trail Advisors, LLC | 13,692 | $2.07M | 0.03% | +10,137+285.1% | Added |
| Koshinski Asset Management, Inc. | 13,657 | $2.06M | 0.14% | −196−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 13,647 | $2.06M | 0.01% | +3,253+31.3% | Added |
| Banque Cantonale Vaudoise | 13,640 | $2.06M | 0.08% | −1,961−12.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,630 | $2.06M | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 11,906 | $2.03M | 0.02% | +2,227+23.0% | Added |
| Shelton Wealth Management, LLC | 13,462 | $2.03M | 0.95% | −1,526−10.2% | Reduced |
| Concorde Asset Management, LLC | 12,584 | $2.02M | 0.84% | +12,584 | New |
| Edmond de Rothschild Holding S.A. | 13,214 | $1.99M | 0.03% | −1,364−9.4% | Reduced |
| Allstate Corp | 13,208 | $1.99M | 0.05% | +13,208 | New |
| Entropy Technologies, LP | 13,177 | $1.99M | 0.15% | +13,177 | New |
| Element Pointe Advisors, LLC | 13,044 | $1.97M | 0.42% | +10.0% | Added |
| CIBC Bancorp USA Inc. | 12,981 | $1.96M | 0.01% | +12,981 | New |
| Horizon Investments, LLC | 12,945 | $1.95M | 0.03% | +696+5.7% | Added |
| Capital Fund Management S.A. | 12,870 | $1.94M | 0.02% | +12,870 | New |
| Virtus Investment Advisers, Inc. | 12,856 | $1.94M | 0.56% | +12,856 | New |
| Spirit of America Management Corp | 12,850 | $1.94M | 0.39% | +1,150+9.8% | Added |
| Diversify Advisory Services, LLC | 10,126 | $1.94M | 0.07% | +5,663+126.9% | Added |
| XTX Topco Ltd | 12,771 | $1.93M | 0.10% | +12,771 | New |
| Argent Capital Management LLC | 12,762 | $1.93M | 0.05% | +12,762 | New |
| Catalyst Funds Management Pty Ltd | 12,700 | $1.92M | 0.29% | +5,200+69.3% | Added |
| Floyd Financial Group LLC | 10,663 | $1.91M | 1.41% | −2,367−18.2% | Reduced |
| Harbour Capital Advisors, LLC | 11,925 | $1.89M | 0.39% | −325−2.7% | Reduced |
| Fiduciary Family Office, LLC | 12,542 | $1.89M | 0.54% | +2,361+23.2% | Added |
| AXS Investments LLC | 12,500 | $1.89M | 0.59% | 00.0% | Unchanged |
| Globeflex Capital L P | 12,333 | $1.86M | 0.29% | −1,767−12.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,288 | $1.85M | 0.09% | +2,270+22.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 14,425 | $1.85M | 0.10% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,244 | $1.85M | 0.06% | −11,485−48.4% | Reduced |
| Hodges Capital Management Inc. | 12,192 | $1.84M | 0.16% | −1,550−11.3% | Reduced |
| Terra Nova Asset Management LLC | 12,174 | $1.84M | 1.16% | +12,174 | New |
| Horizon Kinetics Asset Management LLC | 12,135 | $1.83M | 0.02% | −4,700−27.9% | Reduced |
| D.A. Davidson & Co. | 12,043 | $1.82M | 0.01% | +5,794+92.7% | Added |
| Bowen Hanes & Co Inc | 12,000 | $1.81M | 0.05% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 11,933 | $1.80M | 1.32% | +4,549+61.6% | Added |
| Vident Advisory, LLC | 11,906 | $1.80M | 0.02% | +652+5.8% | Added |
| Brinker Capital Investments, LLC | 11,892 | $1.79M | 0.01% | −3,165−21.0% | Reduced |
| B&L Asset Management LLC | 11,887 | $1.79M | 0.92% | −97−0.8% | Reduced |
| Aspire Private Capital, LLC | 11,796 | $1.78M | 0.39% | −1,205−9.3% | Reduced |
| Moors & Cabot, Inc. | 11,788 | $1.78M | 0.08% | +1,957+19.9% | Added |
| Guardian Asset Advisors, LLC | 11,782 | $1.78M | 0.96% | −3,032−20.5% | Reduced |
| Leonteq Securities AG | 11,734 | $1.77M | 0.09% | +5,277+81.7% | Added |
| Cladis Investment Advisory, LLC | 11,700 | $1.77M | 1.01% | −800−6.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,603 | $1.75M | 0.11% | +3,901+50.6% | Added |
| Quartz Partners, LLC | 11,564 | $1.74M | 0.63% | +2,222+23.8% | Added |
| Bridgefront Capital, LLC | 11,446 | $1.73M | 0.51% | +5,773+101.8% | Added |
| Eos Management, L.P. | 11,377 | $1.72M | 0.68% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,250 | $1.70M | 0.01% | +719+6.8% | Added |
| Gabelli Funds LLC | 11,000 | $1.66M | 0.01% | 00.0% | Unchanged |
| WBI Investments | 10,837 | $1.63M | 0.42% | −2,678−19.8% | Reduced |
| Clear Harbor Asset Management, LLC | 10,832 | $1.63M | 0.12% | −78−0.7% | Reduced |
| Carl P. Sherr & Co., LLC | 10,679 | $1.61M | 0.76% | −80−0.7% | Reduced |
| Change Path, LLC | 10,646 | $1.61M | 0.04% | +6,947+187.8% | Added |
| NovaPoint Capital, LLC | 10,631 | $1.60M | 0.39% | +10,631 | New |
| Level Four Advisory Services, LLC | 10,615 | $1.60M | 0.05% | −952−8.2% | Reduced |
| Quantitative Investment Management, LLC | 10,616 | $1.60M | 0.22% | +10,616 | New |
| Sound View Wealth Advisors Group, LLC | 10,606 | $1.60M | 0.11% | +256+2.5% | Added |
| Everence Capital Management Inc | 10,544 | $1.59M | 0.10% | +5,344+102.8% | Added |
| Diversified Trust Co | 10,318 | $1.56M | 0.03% | +4,948+92.1% | Added |
| Huntington National Bank | 10,281 | $1.55M | 0.01% | −36−0.3% | Reduced |
| Quantum Private Wealth, LLC | 10,190 | $1.54M | 0.45% | +1,132+12.5% | Added |
| Abundance Wealth Counselors | 10,165 | $1.53M | 0.26% | +7,708+313.7% | Added |
| Wahed Invest LLC | 10,147 | $1.53M | 0.21% | +187+1.9% | Added |
| Copeland Capital Management, LLC | 10,139 | $1.53M | 0.03% | −3,127−23.6% | Reduced |
| Shelton Capital Management | 10,070 | $1.52M | 0.03% | +70+0.7% | Added |
| Elo Mutual Pension Insurance Co | 10,060 | $1.52M | 0.02% | −6,276−38.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,012 | $1.51M | 0.10% | +277+2.8% | Added |
| Belpointe Asset Management LLC | 10,003 | $1.51M | 0.06% | −227−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 9,966 | $1.50M | 0.07% | +5,528+124.6% | Added |
| Stance Capital LLC | 9,965 | $1.50M | 0.55% | −1,635−14.1% | Reduced |
| Brighton Jones LLC | 9,920 | $1.50M | 0.04% | +2,208+28.6% | Added |
| RSM US Wealth Management LLC | 9,842 | $1.48M | 0.02% | −3,996−28.9% | Reduced |
| Coldstream Capital Management Inc | 9,832 | $1.48M | 0.02% | +2,315+30.8% | Added |
| Alps Advisors Inc | 9,823 | $1.48M | 0.01% | +1,799+22.4% | Added |
| Cloverfields Capital Group, LP | 9,689 | $1.46M | 0.46% | −5,999−38.2% | Reduced |
| CenterBook Partners LP | 9,671 | $1.46M | 0.07% | +9,671 | New |
| Jacobs Levy Equity Management, Inc | 9,475 | $1.43M | 0.01% | +1,428+17.7% | Added |
| Dynamic Advisor Solutions LLC | 9,414 | $1.42M | 0.04% | +1,433+18.0% | Added |
| Freemont Management S.A. | 9,400 | $1.42M | 1.11% | −70,000−88.2% | Reduced |
| LDR Capital Management LLC | 9,369 | $1.41M | 2.08% | −647−6.5% | Reduced |
| Beacon Pointe Advisors, LLC | 9,362 | $1.41M | 0.01% | +1,013+12.1% | Added |
| Prakash Investment Advisors LLC | 9,340 | $1.41M | 1.01% | +2,630+39.2% | Added |
| NewEdge Wealth, LLC | 7,362 | $1.40M | 0.02% | +4,843+192.3% | Added |
| Fisher Funds Management LTD | 9,298 | $1.40M | 0.04% | +9,298 | New |
| Flputnam Investment Management Co | 9,281 | $1.40M | 0.02% | −165−1.7% | Reduced |
| GM Advisory Group, Inc. | 9,237 | $1.39M | 0.06% | −2,999−24.5% | Reduced |
| Chesley Taft & Associates LLC | 9,169 | $1.38M | 0.06% | −93−1.0% | Reduced |
| Prosperity Wealth Management, Inc. | 9,024 | $1.36M | 0.46% | −56−0.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 8,967 | $1.35M | 0.59% | +348+4.0% | Added |
| Paradigm Financial Partners, LLC | 8,910 | $1.34M | 0.14% | +1,282+16.8% | Added |
| Rakuten Investment Management, Inc. | 36,084 | $1.33M | 0.01% | +36,084 | New |
| EdgeRock Capital LLC | 8,779 | $1.32M | 0.37% | −1,230−12.3% | Reduced |