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 |
|---|---|---|---|---|---|
| CMH Wealth Management LLC | 37,777 | $6.12M | 1.31% | −541−1.4% | Reduced |
| M&T Bank Corp | 37,960 | $6.15M | 0.02% | +2,705+7.7% | Added |
| WCG Wealth Advisors LLC | 38,043 | $6.16M | 0.17% | +38,043 | New |
| Mercer Global Advisors Inc | 38,119 | $6.18M | 0.01% | +2,829+8.0% | Added |
| CI Private Wealth, LLC | 38,207 | $6.19M | 0.01% | +5,802+17.9% | Added |
| Ellsworth Advisors, LLC | 35,977 | $6.21M | 1.23% | −487−1.3% | Reduced |
| CWM Advisors, LLC | 38,325 | $6.21M | 0.56% | −147−0.4% | Reduced |
| Advisory Services Network, LLC | 38,551 | $6.25M | 0.09% | −5,171−11.8% | Reduced |
| Groupe la Francaise | 39,057 | $6.33M | 0.09% | −52,763−57.5% | Reduced |
| Aragon Global Management, LP | 39,900 | $6.46M | 1.96% | +25,900+185.0% | Added |
| Carmignac Gestion | 40,000 | $6.48M | 0.09% | +40,000 | New |
| BWCP, LP | 40,123 | $6.50M | 1.08% | −49,568−55.3% | Reduced |
| Warren Averett Asset Management, LLC | 40,604 | $6.58M | 0.05% | +36,739+950.6% | Added |
| Dakota Wealth Management | 40,917 | $6.63M | 0.12% | −550−1.3% | Reduced |
| Caption Management, LLC | 41,200 | $6.67M | 0.29% | +41,200 | New |
| JustInvest LLC | 41,455 | $6.72M | 0.07% | +1,664+4.2% | Added |
| Two Sigma Advisers, LP | 41,500 | $6.72M | 0.01% | −19,400−31.9% | Reduced |
| Blue Door Asset Management, LLC | 41,591 | $6.74M | 4.22% | −51,600−55.4% | Reduced |
| Bulltick Wealth Management, LLC | 41,860 | $6.78M | 1.44% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 41,890 | $6.79M | 0.64% | −375−0.9% | Reduced |
| Nwam LLC | 37,714 | $6.83M | 0.38% | −1,179−3.0% | Reduced |
| Old West Investment Management, LLC | 42,393 | $6.87M | 1.23% | +3,949+10.3% | Added |
| Great Valley Advisor Group, Inc. | 42,600 | $6.90M | 0.13% | −1,565−3.5% | Reduced |
| MAI Capital Management | 42,723 | $6.92M | 0.04% | +964+2.3% | Added |
| Trexquant Investment LP | 43,072 | $6.98M | 0.06% | +43,072 | New |
| Algert Global LLC | 43,520 | $7.05M | 0.11% | +39,580+1,004.6% | Added |
| Alerus Financial NA | 43,608 | $7.06M | 0.35% | −3,776−8.0% | Reduced |
| NEOS Investment Management LLC | 43,767 | $7.09M | 0.04% | +10,896+33.1% | Added |
| Tema ETFs LLC | 43,767 | $7.09M | 0.55% | +10,896+33.1% | Added |
| Kessler Investment Group, LLC | 43,921 | $7.12M | 3.00% | +626+1.4% | Added |
| Eagle Bluffs Wealth Management LLC | 43,963 | $7.12M | 2.89% | +58+0.1% | Added |
| TD Waterhouse Canada Inc. | 44,534 | $7.21M | 0.04% | +43,393+3,803.1% | Added |
| Edgemoor Investment Advisors, Inc. | 44,747 | $7.25M | 0.56% | +3,196+7.7% | Added |
| Harvest Fund Management Co., Ltd | 58,798 | $7.33M | 0.28% | +2,334+4.1% | Added |
| M&G Plc | 45,334 | $7.34M | 0.04% | −25,992−36.4% | Reduced |
| Abn Amro Investment Solutions | 45,464 | $7.37M | 0.11% | +4,536+11.1% | Added |
| Federation des caisses Desjardins du Quebec | 46,378 | $7.51M | 0.03% | +16,991+57.8% | Added |
| Oak Ridge Investments LLC | 46,562 | $7.54M | 0.46% | +4,272+10.1% | Added |
| Sterling Capital Management LLC | 47,574 | $7.71M | 0.13% | +2,815+6.3% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.28% | +76,651 | New |
| Game Creek Capital, LP | 47,650 | $7.72M | 2.93% | −1,000−2.1% | Reduced |
| Capstone Investment Advisors, LLC | 48,148 | $7.80M | 0.06% | +28,393+143.7% | Added |
| Dark Forest Capital Management LP | 48,338 | $7.83M | 0.36% | +21,974+83.3% | Added |
| Macquarie Group Ltd | 48,796 | $7.91M | 0.03% | −63,722−56.6% | Reduced |
| Old National Bancorp | 48,808 | $7.91M | 0.13% | +8,316+20.5% | Added |
| Omers Administration Corp | 48,903 | $7.92M | 0.06% | +3,544+7.8% | Added |
| Knollwood Investment Advisory, LLC | 49,155 | $7.96M | 0.75% | +362+0.7% | Added |
| Pinnacle Associates Ltd | 49,274 | $7.98M | 0.10% | +3,984+8.8% | Added |
| Captrust Financial Advisors | 49,312 | $7.99M | 0.02% | −7,537−13.3% | Reduced |
| Colony Group, LLC | 49,575 | $8.00M | 0.01% | +3,456+7.5% | Added |
| Frontier Capital Management Co LLC | 49,531 | $8.02M | 0.09% | −663,110−93.0% | Reduced |
| Stephens Inc | 49,687 | $8.05M | 0.10% | −4,500−8.3% | Reduced |
| Berkshire Capital Holdings Inc | 49,840 | $8.07M | 2.68% | +49,830+498,300.0% | Added |
| M37 Management LP | 50,000 | $8.10M | 5.57% | +50,000 | New |
| The PNC Financial Services Group, Inc. | 50,550 | $8.19M | 0.00% | −413−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 50,776 | $8.23M | 0.04% | +17,205+51.2% | Added |
| Ethic Inc. | 51,777 | $8.39M | 0.13% | +100+0.2% | Added |
| Jackson Square Capital, LLC | 51,831 | $8.40M | 1.66% | −973−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 52,796 | $8.55M | 0.04% | +13,306+33.7% | Added |
| Sit Investment Associates Inc | 52,998 | $8.59M | 0.17% | −2,175−3.9% | Reduced |
| Jefferies Financial Group Inc. | 53,182 | $8.62M | 0.07% | +10,154+23.6% | Added |
| Quantbot Technologies LP | 53,408 | $8.65M | 0.29% | +33,664+170.5% | Added |
| Strategic Blueprint, LLC | 54,017 | $8.75M | 0.52% | +458+0.9% | Added |
| Dnca Finance | 54,360 | $8.81M | 0.51% | −73,288−57.4% | Reduced |
| SIR Capital Management, L.P. | 54,719 | $8.87M | 0.98% | −34,313−38.5% | Reduced |
| Comerica Bank | 55,388 | $8.97M | 0.04% | −119,743−68.4% | Reduced |
| Pathstone Holdings, LLC | 56,134 | $9.09M | 0.04% | −7,144−11.3% | Reduced |
| Kovack Advisors, Inc. | 56,225 | $9.11M | 0.43% | +6,734+13.6% | Added |
| Independence Bank of Kentucky | 56,593 | $9.17M | 1.14% | −2,291−3.9% | Reduced |
| Avanza Fonder AB | 56,785 | $9.20M | 0.23% | +17,903+46.0% | Added |
| Nixon Peabody Trust Co | 57,281 | $9.28M | 0.70% | −17,115−23.0% | Reduced |
| Wealthfront Advisers LLC | 57,358 | $9.29M | 0.02% | +3,099+5.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 57,361 | $9.38M | 0.03% | +31,666+123.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 58,000 | $9.40M | 0.07% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 58,478 | $9.47M | 0.08% | −2,783−4.5% | Reduced |
| Clark Capital Management Group, Inc. | 59,364 | $9.62M | 0.06% | +7,803+15.1% | Added |
| Sone Capital Management, LLC | 60,051 | $9.73M | 0.79% | −21,408−26.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 60,129 | $9.74M | 0.03% | −10,536−14.9% | Reduced |
| State of Tennessee, Treasury Department | 52,385 | $9.75M | 0.03% | +52,385 | New |
| Group One Trading, L.P. | 60,261 | $9.76M | 0.29% | −2,590−4.1% | Reduced |
| Neville Rodie & Shaw Inc | 60,392 | $9.78M | 0.69% | +1,840+3.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 60,898 | $9.87M | 0.10% | −45,775−42.9% | Reduced |
| Baker Avenue Asset Management, LP | 60,938 | $9.87M | 0.23% | −2,767−4.3% | Reduced |
| Nomura Asset Management International Inc. | 61,812 | $10.0M | 0.02% | +61,812 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 62,069 | $10.1M | 0.09% | +62,069 | New |
| Capula Management Ltd | 62,511 | $10.1M | 0.07% | +36,095+136.6% | Added |
| Utah Retirement Systems | 62,869 | $10.2M | 0.10% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 62,896 | $10.2M | 0.06% | +7,987+14.5% | Added |
| Independent Advisor Alliance | 63,216 | $10.2M | 0.25% | −4,086−6.1% | Reduced |
| Oppenheimer & Co Inc | 63,336 | $10.3M | 0.15% | +6,833+12.1% | Added |
| Chase Investment Counsel Corp | 63,587 | $10.3M | 2.88% | +2,292+3.7% | Added |
| British Columbia Investment Management Corp | 64,330 | $10.4M | 0.06% | +12,298+23.6% | Added |
| Janney Capital Management LLC | 64,384 | $10.4M | 0.66% | −22,432−25.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 65,500 | $10.6M | 0.69% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 66,132 | $10.7M | 0.29% | +596+0.9% | Added |
| Brevan Howard Capital Management LP | 66,451 | $10.8M | 0.21% | +9,617+16.9% | Added |
| First American Bank | 66,525 | $10.8M | 0.65% | +315+0.5% | Added |
| Andra AP-fonden | 67,552 | $10.9M | 0.14% | −60,900−47.4% | Reduced |
| IFM Investors Pty Ltd | 69,230 | $11.2M | 0.09% | −994−1.4% | Reduced |
| Daiwa Securities Group Inc. | 69,300 | $11.2M | 0.04% | −77,993−53.0% | Reduced |