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 |
|---|---|---|---|---|---|
| GLOBALT Investments LLC | 5,668 | $855.1K | 0.03% | −35−0.6% | Reduced |
| Evoke Wealth, LLC | 5,659 | $853.7K | 0.02% | +3,079+119.3% | Added |
| Monolith Management Ltd | 5,625 | $848.6K | 0.37% | +5,625 | New |
| Custom Index Systems, LLC | 5,616 | $847.2K | 0.25% | −4,443−44.2% | Reduced |
| Rakuten Securities, Inc. | 5,596 | $844.2K | 0.31% | +334+6.3% | Added |
| Axq Capital, LP | 5,590 | $843.3K | 0.32% | +5,590 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $842.9K | 0.05% | 00.0% | Unchanged |
| Parus Finance (UK) Ltd | 5,577 | $841.3K | 0.22% | −710−11.3% | Reduced |
| CoreCap Advisors, LLC | 5,576 | $841.2K | 0.03% | +2,100+60.4% | Added |
| Valeo Financial Advisors, LLC | 5,545 | $836.6K | 0.02% | +3,450+164.7% | Added |
| Mosaic Advisors LLC | 5,545 | $836.5K | 2.03% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 5,540 | $835.8K | 0.26% | +945+20.6% | Added |
| Catalytic Wealth RIA, LLC | 5,538 | $835.5K | 0.03% | +5,538 | New |
| Veracity Capital LLC | 5,527 | $833.8K | 0.27% | +814+17.3% | Added |
| Hudock, Inc. | 5,523 | $833.3K | 0.13% | −836−13.1% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 5,500 | $829.7K | 0.44% | −400−6.8% | Reduced |
| Schear Investment Advisers, LLC | 5,490 | $828.2K | 0.37% | +395+7.8% | Added |
| Yousif Capital Management, LLC | 5,443 | $821.1K | 0.01% | +229+4.4% | Added |
| Mizuho Securities Co. Ltd. | 5,440 | $820.7K | 5.62% | −430−7.3% | Reduced |
| Accent Capital Management, LLC | 5,421 | $817.8K | 0.35% | +111+2.1% | Added |
| Waddell & Associates, LLC | 5,398 | $814.3K | 0.07% | +512+10.5% | Added |
| Quadcap Wealth Management, LLC | 5,385 | $812.5K | 0.10% | −640−10.6% | Reduced |
| Algebris (UK) Ltd | 5,366 | $808.9K | 0.09% | +5,366 | New |
| Focus Financial Network, Inc. | 5,347 | $806.6K | 0.03% | −482−8.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,342 | $805.9K | 0.01% | +1,213+29.4% | Added |
| Eastern Bank | 5,330 | $804.1K | 0.01% | −250−4.5% | Reduced |
| Plancorp, LLC | 5,317 | $802.2K | 0.03% | +67+1.3% | Added |
| Calton & Associates, Inc. | 5,316 | $802.0K | 0.12% | +94+1.8% | Added |
| Lecap Asset Management Ltd | 5,314 | $801.7K | 0.28% | +3,618+213.3% | Added |
| Glenmede Investment Management, LP | 5,275 | $795.8K | 0.00% | +5,275 | New |
| Burling Wealth Partners, LLC | 5,228 | $788.7K | 0.13% | −86−1.6% | Reduced |
| Golden State Wealth Management, LLC | 5,220 | $787.6K | 0.09% | −610−10.5% | Reduced |
| Precision Wealth Strategies, LLC | 5,200 | $784.5K | 0.25% | +5,200 | New |
| AlTi Global, Inc. | 5,196 | $783.9K | 0.02% | +322+6.6% | Added |
| Gardner Lewis Asset Management L P | 5,155 | $777.7K | 0.20% | +5,155 | New |
| Daymark Wealth Partners, LLC | 5,123 | $772.8K | 0.03% | +3,554+226.5% | Added |
| Regions Financial Corp | 5,105 | $770.1K | 0.01% | +1,053+26.0% | Added |
| Lederer & Associates Investment Counsel | 5,094 | $768.0K | 0.50% | +282+5.9% | Added |
| Tripletail Wealth Management, LLC | 4,687 | $762.0K | 0.90% | −20−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 5,046 | $761.2K | 0.04% | −98−1.9% | Reduced |
| Segment Wealth Management, LLC | 5,042 | $760.6K | 0.05% | +70+1.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,035 | $759.6K | 0.16% | −10−0.2% | Reduced |
| Integrity Alliance, LLC. | 5,034 | $759.4K | 0.04% | +5,034 | New |
| CSM Advisors, LLC | 4,996 | $757.0K | 0.02% | +4,996 | New |
| New Age Alpha Advisors, LLC | 5,000 | $754.3K | 0.03% | −20,000−80.0% | Reduced |
| Harbor Advisors LLC | 5,000 | $754.3K | 0.12% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,000 | $754.3K | 0.10% | +1,000+25.0% | Added |
| Voleon Capital Management LP | 4,976 | $750.7K | 0.02% | +4,976 | New |
| Foresight Group Ltd Liability Partnership | 4,964 | $748.9K | 0.11% | −1,274−20.4% | Reduced |
| Everhart Financial Group, Inc. | 4,954 | $747.4K | 0.07% | +2,649+114.9% | Added |
| First Dallas Securities Inc. | 4,943 | $745.7K | 0.28% | +950+23.8% | Added |
| Mission Wealth Management, LP | 4,941 | $745.4K | 0.02% | −755−13.3% | Reduced |
| McDonald Partners LLC | 4,925 | $743.0K | 0.22% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,930 | $742.0K | 0.26% | +1,377+38.8% | Added |
| Redhawk Wealth Advisors, Inc. | 4,889 | $737.6K | 0.09% | +4,889 | New |
| C M Bidwell & Associates Ltd | 4,849 | $731.5K | 0.35% | −202−4.0% | Reduced |
| Compagnie Lombard Odier SCmA | 4,830 | $728.7K | 0.01% | +1,270+35.7% | Added |
| Argent Trust Co | 4,815 | $726.4K | 0.03% | +100+2.1% | Added |
| Fiduciary Trust Co | 4,810 | $725.7K | 0.01% | +69+1.5% | Added |
| LexAurum Advisors, LLC | 4,807 | $725.2K | 0.10% | +1,897+65.2% | Added |
| Pensionmark Financial Group, LLC | 4,801 | $724.2K | 0.01% | −410−7.9% | Reduced |
| Forefront Wealth Partners, LLC | 4,786 | $722.0K | 0.18% | +4,786 | New |
| Dynasty Wealth Management, LLC | 4,744 | $715.6K | 0.01% | +2,041+75.5% | Added |
| Parallel Advisors, LLC | 4,742 | $715.5K | 0.01% | +590+14.2% | Added |
| Maridea Wealth Management LLC | 4,061 | $713.6K | 0.11% | −26−0.6% | Reduced |
| Pitcairn Co | 4,696 | $708.4K | 0.06% | −4,918−51.2% | Reduced |
| Green Square Capital Advisors LLC | 5,500 | $706.3K | 0.08% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 4,651 | $701.7K | 0.14% | +631+15.7% | Added |
| TriaGen Wealth Management LLC | 4,615 | $696.2K | 0.18% | +4,615 | New |
| Tactive Advisors, LLC | 4,601 | $694.1K | 0.20% | −888−16.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $694.0K | 0.10% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,585 | $691.7K | 0.20% | +168+3.8% | Added |
| MONECO Advisors, LLC | 4,582 | $691.3K | 0.06% | −9−0.2% | Reduced |
| Harbour Investments, Inc. | 4,554 | $687.1K | 0.02% | +178+4.1% | Added |
| Herold Advisors, Inc. | 4,527 | $682.9K | 0.16% | +239+5.6% | Added |
| Bayforest Capital Ltd | 4,518 | $681.6K | 0.32% | +2,987+195.1% | Added |
| Strategic Investment Advisors | 4,500 | $678.8K | 0.06% | −1,305−22.5% | Reduced |
| WealthBridge Capital Management, LLC | 4,458 | $672.5K | 0.16% | +401+9.9% | Added |
| FDx Advisors, Inc. | 3,473 | $670.0K | 0.20% | −2,651−43.3% | Reduced |
| Transcend Wealth Collective, LLC | 4,426 | $667.7K | 0.05% | +157+3.7% | Added |
| EverSource Wealth Advisors, LLC | 4,413 | $665.7K | 0.03% | +413+10.3% | Added |
| DSG Capital Advisors, LLC | 4,364 | $658.4K | 0.10% | +4,364 | New |
| Global Assets Advisory, LLC | 4,355 | $657.0K | 0.20% | +514+13.4% | Added |
| Kane Investment Management, Inc. | 4,349 | $656.0K | 0.32% | +42+1.0% | Added |
| Insight Wealth Partners, LLC | 4,347 | $655.8K | 0.29% | +46+1.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 4,316 | $651.2K | 0.19% | +10.0% | Added |
| PharVision Advisers, LLC | 4,238 | $639.3K | 0.36% | +4,238 | New |
| FSM Wealth Advisors, LLC | 4,238 | $639.3K | 0.09% | −914−17.7% | Reduced |
| Strategies Wealth Advisors, LLC | 4,230 | $638.2K | 0.07% | −1,403−24.9% | Reduced |
| Sax Wealth Advisors, LLC | 4,229 | $638.0K | 0.03% | −106−2.4% | Reduced |
| Leavell Investment Management, Inc. | 4,223 | $637.1K | 0.03% | −322−7.1% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,200 | $633.6K | 0.44% | −850−16.8% | Reduced |
| Atomi Financial Group, Inc. | 4,187 | $631.7K | 0.02% | +463+12.4% | Added |
| Heritage Trust Co | 4,152 | $626.4K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,150 | $626.0K | 0.11% | +28+0.7% | Added |
| Trinity Financial Advisors LLC | 4,136 | $624.0K | 0.18% | +10.0% | Added |
| Claro Advisors LLC | 4,100 | $618.6K | 0.09% | +582+16.5% | Added |
| Costello Asset Management, INC | 4,097 | $618.1K | 0.21% | −400−8.9% | Reduced |
| Ausdal Financial Partners, Inc. | 4,087 | $616.5K | 0.03% | +951+30.3% | Added |
| Metis Global Partners, LLC | 4,073 | $614.5K | 0.01% | −262−6.0% | Reduced |