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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 8,775 | $1.32M | 0.45% | −29−0.3% | Reduced |
| Arlington Capital Management, Inc. | 8,762 | $1.32M | 0.84% | −105−1.2% | Reduced |
| Citizens Financial Group Inc | 8,760 | $1.32M | 0.02% | −154−1.7% | Reduced |
| Plato Investment Management Ltd | 8,825 | $1.32M | 0.09% | +6,457+272.7% | Added |
| Peloton Wealth Strategists | 8,710 | $1.31M | 0.52% | +8,710 | New |
| Harvest Investment Services, LLC | 8,687 | $1.31M | 0.26% | +8,687 | New |
| Investment Research Partners LLC | 6,540 | $1.30M | 0.59% | +6,540 | New |
| Campbell & CO Investment Adviser LLC | 8,598 | $1.30M | 0.10% | +8,598 | New |
| Concurrent Investment Advisors, LLC | 8,529 | $1.29M | 0.02% | +1,361+19.0% | Added |
| Guardian Capital LP | 8,505 | $1.28M | 0.04% | +673+8.6% | Added |
| Cito Capital Group, LLC | 8,500 | $1.28M | 0.37% | −500−5.6% | Reduced |
| Kingsview Wealth Management, LLC | 8,479 | $1.28M | 0.02% | +1,982+30.5% | Added |
| Ostrum Asset Management | 8,413 | $1.27M | 0.06% | −5,099−37.7% | Reduced |
| International Assets Investment Management, LLC | 10,342 | $1.27M | 0.10% | +40+0.4% | Added |
| Intellectus Partners, LLC | 8,375 | $1.26M | 0.24% | 00.0% | Unchanged |
| WD Rutherford LLC | 8,347 | $1.26M | 0.54% | +7,040+538.6% | Added |
| United Capital Financial Advisers, LLC | 8,290 | $1.25M | 0.01% | +1,969+31.2% | Added |
| WealthPlan Investment Management, LLC | 8,254 | $1.25M | 0.08% | −54−0.6% | Reduced |
| Qtron Investments LLC | 8,222 | $1.24M | 0.15% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 8,198 | $1.24M | 0.10% | +7+0.1% | Added |
| Ring Mountain Capital, LLC | 8,135 | $1.23M | 0.68% | +21+0.3% | Added |
| Chicago Partners Investment Group LLC | 6,403 | $1.22M | 0.03% | +1,415+28.4% | Added |
| Colonial River Wealth Management, LLC | 8,003 | $1.21M | 0.45% | −3,354−29.5% | Reduced |
| Westport Asset Management Inc | 8,000 | $1.21M | 0.50% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,984 | $1.20M | 0.29% | +7,984 | New |
| Vise Technologies, Inc. | 7,982 | $1.20M | 0.04% | −1,243−13.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,549 | $1.20M | 0.03% | +1,109+17.2% | Added |
| Krane Funds Advisors LLC | 6,889 | $1.19M | 0.03% | +3,739+118.7% | Added |
| Belvedere Trading LLC | 7,905 | $1.19M | 0.10% | +2,253+39.9% | Added |
| Formidable Asset Management, LLC | 9,284 | $1.19M | 0.19% | +9,284 | New |
| Spire Wealth Management | 7,878 | $1.19M | 0.04% | +4,128+110.1% | Added |
| Catalyst Capital Advisors LLC | 7,850 | $1.18M | 0.02% | −2,000−20.3% | Reduced |
| Keybank National Association | 7,841 | $1.18M | 0.00% | −346−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,836 | $1.18M | 0.08% | −3,881−33.1% | Reduced |
| JBR Co Financial Management Inc | 7,825 | $1.18M | 0.50% | +65+0.8% | Added |
| Congress Asset Management Co | 7,800 | $1.18M | 0.01% | −874−10.1% | Reduced |
| Prestige Wealth Management Group LLC | 7,760 | $1.17M | 0.23% | +124+1.6% | Added |
| Clearstead Advisors, LLC | 7,757 | $1.17M | 0.02% | +4,716+155.1% | Added |
| Farther Finance Advisors, LLC | 7,702 | $1.16M | 0.02% | +1,947+33.8% | Added |
| Atria Investments LLC | 7,650 | $1.15M | 0.01% | −7,441−49.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,621 | $1.15M | 0.39% | +77+1.0% | Added |
| Westover Capital Advisors, LLC | 7,604 | $1.15M | 0.21% | +169+2.3% | Added |
| Emerald Advisers, LLC | 7,539 | $1.14M | 0.04% | −1,096−12.7% | Reduced |
| Erste Asset Management GmbH | 7,897 | $1.13M | 0.01% | +1,228+18.4% | Added |
| Encompass More Asset Management | 7,461 | $1.13M | 0.22% | +7,461 | New |
| Fidelis Capital Partners, LLC | 7,412 | $1.12M | 0.09% | +7,412 | New |
| Massar Capital Management, LP | 7,400 | $1.12M | 0.40% | +7,400 | New |
| Wealth Effects LLC | 7,351 | $1.11M | 0.36% | +201+2.8% | Added |
| Richmond Investment Services, LLC | 7,330 | $1.11M | 0.21% | −444−5.7% | Reduced |
| Simon Quick Advisors, LLC | 7,288 | $1.10M | 0.05% | −221−2.9% | Reduced |
| Prelude Capital Management, LLC | 7,233 | $1.09M | 0.09% | +1,317+22.3% | Added |
| Sanders Morris Harris LLC | 7,000 | $1.06M | 0.14% | +7,000 | New |
| Morris Retirement Advisors, LLC | 6,952 | $1.05M | 0.46% | −457−6.2% | Reduced |
| Kingsman Wealth Management, Inc. | 6,947 | $1.05M | 0.58% | +2,252+48.0% | Added |
| OneAscent Financial Services LLC | 6,919 | $1.04M | 0.07% | +471+7.3% | Added |
| Peterson Wealth Services | 21,636 | $1.04M | 0.26% | +14,746+214.0% | Added |
| Lido Advisors, LLC | 6,884 | $1.04M | 0.00% | +1,085+18.7% | Added |
| Outlook Wealth Advisors, LLC | 6,833 | $1.03M | 0.26% | +37+0.5% | Added |
| Altfest L J & Co Inc | 6,816 | $1.03M | 0.11% | −7,543−52.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,750 | $1.02M | 0.15% | +6,750 | New |
| Delta Investment Management, LLC | 6,724 | $1.01M | 0.18% | −161−2.3% | Reduced |
| Essential Partners LLC | 6,722 | $1.01M | 0.33% | +324+5.1% | Added |
| Western Wealth Management, LLC | 6,667 | $1.01M | 0.05% | +280+4.4% | Added |
| Dover Advisors, LLC | 6,645 | $1.00M | 0.40% | −910−12.0% | Reduced |
| Wright Investors Service Inc | 6,640 | $1.00M | 0.29% | −351−5.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,629 | $1.00M | 0.27% | +47+0.7% | Added |
| Harbor Investment Advisory, LLC | 6,600 | $995.7K | 0.08% | +1,517+29.8% | Added |
| Signaturefd, LLC | 6,578 | $992.4K | 0.02% | +30.0% | Added |
| Synergy Financial Management, LLC | 7,342 | $990.2K | 0.04% | +4,728+180.9% | Added |
| Capital Analysts, LLC | 6,557 | $989.0K | 0.03% | +25+0.4% | Added |
| Cannon Global Investment Management, LLC | 6,500 | $980.6K | 2.48% | −1,000−13.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,477 | $977.1K | 0.01% | +2,627+68.2% | Added |
| Gladstone Institutional Advisory LLC | 6,462 | $974.9K | 0.04% | +1,262+24.3% | Added |
| WealthTrust Asset Management, LLC | 6,440 | $971.5K | 0.67% | +6,440 | New |
| Global Trust Asset Management, LLC | 6,426 | $969.4K | 0.44% | +2,452+61.7% | Added |
| Banco Santander, S.A. | 6,363 | $959.9K | 0.01% | +6,363 | New |
| HB Wealth Management, LLC | 6,326 | $954.3K | 0.01% | +1,137+21.9% | Added |
| Parcion Private Wealth LLC | 6,307 | $951.5K | 0.06% | −573−8.3% | Reduced |
| National Asset Management, Inc. | 6,244 | $941.9K | 0.05% | −1,533−19.7% | Reduced |
| Hohimer Wealth Management, LLC | 6,216 | $937.7K | 0.13% | −1,048−14.4% | Reduced |
| Equitable Holdings, Inc. | 6,206 | $936.2K | 0.01% | +54+0.9% | Added |
| Principal Street Partners, LLC | 6,192 | $934.1K | 0.15% | −230−3.6% | Reduced |
| Presidio Capital Management, LLC | 6,146 | $927.2K | 0.33% | +136+2.3% | Added |
| UniSuper Management Pty Ltd | 6,100 | $920.2K | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 6,061 | $914.4K | 0.16% | +12+0.2% | Added |
| Rithm Capital Corp. | 6,000 | $905.2K | 1.83% | −1,700−22.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,975 | $901.4K | 0.15% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 5,961 | $899.3K | 0.35% | +5,961 | New |
| Ellevest, Inc. | 5,941 | $896.3K | 0.13% | +3,096+108.8% | Added |
| Berbice Capital Management LLC | 5,900 | $890.1K | 0.55% | +1,000+20.4% | Added |
| IAM Advisory, LLC | 5,889 | $888.4K | 0.20% | +14+0.2% | Added |
| Guidance Capital, Inc | 4,769 | $887.3K | 0.23% | +36+0.8% | Added |
| Edgestream Partners, L.P. | 5,875 | $886.3K | 0.03% | −858−12.7% | Reduced |
| S.A. Mason LLC | 5,853 | $883.0K | 0.39% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 5,850 | $882.5K | 0.03% | +2,398+69.5% | Added |
| Private Trust Co NA | 5,836 | $880.4K | 0.08% | −263−4.3% | Reduced |
| Principal Securities, Inc. | 5,828 | $879.3K | 0.01% | +122+2.1% | Added |
| Hartford Funds Management Co LLC | 5,791 | $873.9K | 0.07% | +1,717+42.1% | Added |
| Peak Financial Advisors LLC | 5,767 | $870.0K | 0.42% | +1,403+32.1% | Added |
| Harmony Asset Management LLC | 5,710 | $861.5K | 0.30% | +255+4.7% | Added |