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, Q4 2025
Institutional positions in Vertiv Holdings Co as of Dec 31, 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
- 1,614
- +210 vs. Q3 2025
- Shares held
- 299.5M
- +106.7K (0.0%) vs. Q3 2025
- Total value
- $48.5B
- +$3.36B (+7.4%) vs. Q3 2025
- New holders
- 312
- 609 more added
- Sold out
- 102
- 537 more reduced
32 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 9,560 | $1.55M | 0.52% | +536+5.9% | Added |
| Cladis Investment Advisory, LLC | 9,600 | $1.56M | 0.85% | −2,100−17.9% | Reduced |
| Phoenix Holdings Ltd. | 13,512 | $1.57M | 0.02% | −13,692−50.3% | Reduced |
| Harmony Asset Management LLC | 9,705 | $1.57M | 0.53% | +3,995+70.0% | Added |
| Bannerstone Capital Management, LLC | 9,718 | $1.57M | 1.51% | +9,718 | New |
| Change Path, LLC | 9,790 | $1.59M | 0.04% | −856−8.0% | Reduced |
| Alps Advisors Inc | 9,799 | $1.59M | 0.01% | −24−0.2% | Reduced |
| Maxi Investments CY Ltd | 9,800 | $1.59M | 0.29% | +9,800 | New |
| Coldstream Capital Management Inc | 9,824 | $1.59M | 0.02% | −8−0.1% | Reduced |
| StoneCrest Wealth Management, Inc. | 9,888 | $1.60M | 0.65% | +921+10.3% | Added |
| Abundance Wealth Counselors | 9,920 | $1.61M | 0.27% | −245−2.4% | Reduced |
| J. Safra Sarasin Holding AG | 9,965 | $1.61M | 0.03% | −19,410−66.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,997 | $1.62M | 0.00% | −466,577−97.9% | Reduced |
| Virtus Investment Advisers, Inc. | 10,009 | $1.62M | 0.44% | −2,847−22.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,012 | $1.62M | 0.10% | 00.0% | Unchanged |
| Wahed Invest LLC | 10,017 | $1.62M | 0.21% | −130−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 10,023 | $1.62M | 0.02% | −3,191−24.1% | Reduced |
| Shelton Capital Management | 10,070 | $1.63M | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 10,116 | $1.64M | 0.11% | −490−4.6% | Reduced |
| Quantum Private Wealth, LLC | 10,190 | $1.65M | 0.48% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,198 | $1.65M | 0.05% | −417−3.9% | Reduced |
| RSM US Wealth Management LLC | 10,085 | $1.66M | 0.02% | +243+2.5% | Added |
| Meeder Advisory Services, Inc. | 10,285 | $1.67M | 0.07% | +319+3.2% | Added |
| Fiduciary Family Office, LLC | 10,292 | $1.67M | 0.48% | −2,250−17.9% | Reduced |
| Everence Capital Management Inc | 10,544 | $1.71M | 0.10% | 00.0% | Unchanged |
| Agf Management Ltd | 10,547 | $1.71M | 0.01% | +10,547 | New |
| Hunting Hill Global Capital, LLC | 10,561 | $1.71M | 1.70% | −4,539−30.1% | Reduced |
| Huntington National Bank | 10,588 | $1.72M | 0.01% | +307+3.0% | Added |
| Darwin Advisors, LLC | 10,602 | $1.72M | 0.53% | −3,863−26.7% | Reduced |
| Blue Line Capital, LLC | 10,616 | $1.72M | 2.04% | +10,616 | New |
| Bowen Hanes & Co Inc | 10,645 | $1.73M | 0.04% | −1,355−11.3% | Reduced |
| Alpine Global Management, LLC | 10,656 | $1.73M | 0.38% | +10,656 | New |
| BlueCrest Capital Management Ltd | 10,750 | $1.74M | 0.07% | +10,750 | New |
| Pennant Select, LLC | 10,800 | $1.75M | 0.93% | −27,000−71.4% | Reduced |
| NovaPoint Capital, LLC | 10,836 | $1.76M | 0.45% | +205+1.9% | Added |
| Stratos Wealth Partners, LTD. | 10,842 | $1.76M | 0.02% | +4,365+67.4% | Added |
| ShoreHaven Wealth Partners, LLC | 10,858 | $1.76M | 0.63% | −11,200−50.8% | Reduced |
| Kestra Private Wealth Services, LLC | 10,938 | $1.77M | 0.02% | +5,596+104.8% | Added |
| Gabelli Funds LLC | 11,000 | $1.78M | 0.01% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 11,025 | $1.79M | 0.02% | −1,110−9.1% | Reduced |
| J.W. Cole Advisors, Inc. | 16,685 | $1.79M | 0.04% | +341+2.1% | Added |
| Fidelis Capital Partners, LLC | 11,189 | $1.81M | 0.13% | +3,777+51.0% | Added |
| Jacobs Levy Equity Management, Inc | 11,205 | $1.82M | 0.01% | +1,730+18.3% | Added |
| Brinker Capital Investments, LLC | 11,220 | $1.82M | 0.01% | −672−5.7% | Reduced |
| NewEdge Wealth, LLC | 11,227 | $1.82M | 0.02% | +3,865+52.5% | Added |
| Quest Partners LLC | 11,236 | $1.82M | 0.10% | +7,453+197.0% | Added |
| Kingsman Wealth Management, Inc. | 11,323 | $1.83M | 0.99% | +4,376+63.0% | Added |
| Diversified Trust Co | 11,366 | $1.84M | 0.03% | +1,048+10.2% | Added |
| Eos Management, L.P. | 11,377 | $1.84M | 0.72% | 00.0% | Unchanged |
| Regions Financial Corp | 11,644 | $1.89M | 0.01% | +6,539+128.1% | Added |
| B&L Asset Management LLC | 11,765 | $1.91M | 0.86% | −122−1.0% | Reduced |
| Moors & Cabot, Inc. | 11,814 | $1.91M | 0.08% | +26+0.2% | Added |
| Oppenheimer Asset Management Inc. | 11,849 | $1.92M | 0.02% | −7,132−37.6% | Reduced |
| Guardian Asset Advisors, LLC | 11,850 | $1.92M | 1.00% | +68+0.6% | Added |
| Shariaportfolio, Inc. | 11,954 | $1.94M | 0.82% | +11,954 | New |
| Carl P. Sherr & Co., LLC | 10,417 | $1.94M | 0.87% | −262−2.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,000 | $1.94M | 0.00% | +12,000 | New |
| Teacher Retirement System of Texas | 12,004 | $1.94M | 0.01% | −35,385−74.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,027 | $1.95M | 0.47% | +5,398+81.4% | Added |
| Platinum Investment Management Ltd | 12,045 | $1.95M | 0.45% | −7,087−37.0% | Reduced |
| Quartz Partners, LLC | 12,061 | $1.95M | 0.73% | +497+4.3% | Added |
| Genus Capital Management Inc. | 12,247 | $1.98M | 0.23% | +12,247 | New |
| Finivi Inc. | 12,264 | $1.99M | 1.15% | −1,440−10.5% | Reduced |
| Guardian Capital LP | 12,301 | $1.99M | 0.06% | +3,796+44.6% | Added |
| Integrated Advisors Network LLC | 12,366 | $2.00M | 0.09% | −3,290−21.0% | Reduced |
| Harbour Capital Advisors, LLC | 11,425 | $2.01M | 0.41% | −500−4.2% | Reduced |
| Titan Investment Management LLC | 12,428 | $2.01M | 1.83% | +12,428 | New |
| B. Metzler seel. Sohn & Co. AG | 12,426 | $2.02M | 0.02% | −2,564−17.1% | Reduced |
| AXS Investments LLC | 12,500 | $2.03M | 0.70% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,547 | $2.03M | 0.04% | −1,145−8.4% | Reduced |
| Stevens Capital Management LP | 12,585 | $2.04M | 0.72% | +12,585 | New |
| CIBC World Markets Corp | 12,588 | $2.04M | 0.01% | +12,588 | New |
| Donoghue Forlines LLC | 12,606 | $2.04M | 0.63% | +12,606 | New |
| Global Trust Asset Management, LLC | 12,658 | $2.05M | 0.81% | +6,232+97.0% | Added |
| Cornerstone Select Advisors, LLC | 12,658 | $2.05M | 1.42% | +725+6.1% | Added |
| Argent Capital Management LLC | 12,669 | $2.05M | 0.06% | −93−0.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 12,700 | $2.06M | 0.48% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 12,756 | $2.07M | 0.83% | +172+1.4% | Added |
| Terra Nova Asset Management LLC | 12,838 | $2.08M | 1.37% | +664+5.5% | Added |
| Vega Investment Solutions | 12,870 | $2.09M | 0.33% | +12,870 | New |
| Cottage Street Advisors LLC | 12,918 | $2.09M | 0.89% | −600−4.4% | Reduced |
| Buckingham Strategic Partners | 12,926 | $2.09M | 0.03% | +1,020+8.6% | Added |
| Equitable Holdings, Inc. | 12,937 | $2.10M | 0.01% | +6,731+108.5% | Added |
| Banque Cantonale Vaudoise | 12,939 | $2.10M | 0.07% | −701−5.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,155 | $2.13M | 0.06% | −2,784−17.5% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 13,300 | $2.15M | 1.13% | +7,800+141.8% | Added |
| North Dakota State Investment Board | 13,396 | $2.17M | 0.08% | +13,396 | New |
| Lombard Odier Asset Management (Switzerland) SA | 13,475 | $2.18M | 0.09% | +1,187+9.7% | Added |
| Koshinski Asset Management, Inc. | 13,545 | $2.19M | 0.14% | −112−0.8% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 13,560 | $2.20M | 0.49% | +13,560 | New |
| Krilogy Financial LLC | 12,186 | $2.21M | 0.08% | −292−2.3% | Reduced |
| MidWestOne Financial Group, Inc. | 13,665 | $2.21M | 0.25% | −210−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,744 | $2.23M | 0.08% | +114+0.8% | Added |
| Nicholas Investment Partners, LP | 13,795 | $2.23M | 0.16% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 13,832 | $2.24M | 0.98% | +370+2.7% | Added |
| Spirit of America Management Corp | 13,900 | $2.25M | 0.48% | +1,050+8.2% | Added |
| Peloton Wealth Strategists | 13,915 | $2.25M | 0.87% | +5,205+59.8% | Added |
| Callan Family Office, LLC | 13,974 | $2.26M | 0.05% | +1,730+14.1% | Added |
| Werlinich Asset Management, LLC | 13,785 | $2.27M | 1.12% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 9,434 | $2.30M | 1.56% | −1,229−11.5% | Reduced |