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 |
|---|---|---|---|---|---|
| Umb Bank N A | 67 | $10.9K | 0.00% | +13+24.1% | Added |
| Cornerstone Financial Management LLC | 68 | $11.0K | 0.01% | +68 | New |
| Comprehensive Financial Planning, Inc. | 68 | $11.0K | 0.01% | +68 | New |
| Clark Wealth Partners | 69 | $11.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 69 | $11.2K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $11.3K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 74 | $12.0K | 0.00% | +74 | New |
| Scarborough Advisors, LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 82 | $13.3K | 0.00% | +75+1,071.4% | Added |
| Elyxium Wealth, LLC | 87 | $14.1K | 0.00% | +87 | New |
| Grove Bank & Trust | 87 | $14.1K | 0.00% | −53−37.9% | Reduced |
| Sachetta, LLC | 87 | $14.1K | 0.01% | −150−63.3% | Reduced |
| Motco | 88 | $14.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 96 | $15.6K | 0.00% | +6+6.7% | Added |
| Cornerstone Planning Group LLC | 81 | $15.7K | 0.00% | −346−81.0% | Reduced |
| Caldwell Trust Co | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 100 | $16.2K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 100 | $16.2K | 0.01% | +100 | New |
| Board of the Pension Protection Fund | 100 | $16.2K | 0.02% | +100 | New |
| VSM Wealth Advisory, LLC | 100 | $16.2K | 0.00% | +100 | New |
| Abound Wealth Management | 102 | $16.6K | 0.00% | +102 | New |
| Avion Wealth | 105 | $17.0K | 0.00% | −111−51.4% | Reduced |
| Graney & King, LLC | 107 | $17.3K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 111 | $18.0K | 0.00% | −8−6.7% | Reduced |
| Roble, Belko & Company, Inc | 110 | $18.0K | 0.00% | −140−56.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 114 | $18.5K | 0.00% | +34+42.5% | Added |
| HighMark Wealth Management LLC | 115 | $18.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 116 | $18.8K | 0.00% | +4+3.6% | Added |
| Swiss Re Ltd | 116 | $18.8K | 0.00% | +116 | New |
| Richardson Financial Services Inc. | 123 | $19.9K | 0.01% | +38+44.7% | Added |
| Wellington Grp LLC | 125 | $20.3K | 0.01% | +125 | New |
| MV Capital Management, Inc. | 125 | $20.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $21.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 134 | $21.7K | 0.01% | −550−80.4% | Reduced |
| Signature Resources Capital Management, LLC | 138 | $22.4K | 0.01% | +38+38.0% | Added |
| Keating Financial Advisory Services, Inc. | 139 | $22.5K | 0.00% | +139 | New |
| Lummis Asset Management, LP | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $23.0K | 0.00% | +15+11.8% | Added |
| Elevated Capital Advisors, LLC | 146 | $23.7K | 0.01% | +146 | New |
| Red Tortoise LLC | 147 | $23.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 149 | $24.1K | 0.00% | +3+2.1% | Added |
| S&T Bank | 149 | $24.1K | 0.01% | +62+71.3% | Added |
| Consultiva Wealth Management, Corp. | 150 | $24.3K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $24.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 150 | $24.3K | 0.00% | +150 | New |
| TD Capital Management LLC | 151 | $24.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 152 | $24.6K | 0.01% | +56+58.3% | Added |
| Financial Management Professionals, Inc. | 162 | $26.2K | 0.00% | −4−2.4% | Reduced |
| Miller Wealth Advisors, LLC | 162 | $26.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 165 | $26.7K | 0.00% | +112+211.3% | Added |
| Rossby Financial, LCC | 167 | $27.1K | 0.01% | +167 | New |
| Wellington-Altus USA Inc. | 175 | $28.4K | 0.02% | +175 | New |
| Kohmann Bosshard Financial Services, LLC | 176 | $28.5K | 0.00% | +176 | New |
| Park Place Capital Corp | 181 | $29.3K | 0.01% | +156+624.0% | Added |
| Winch Advisory Services, LLC | 185 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 200 | $30.2K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 187 | $30.3K | 0.00% | +187 | New |
| Cullen/Frost Bankers, Inc. | 187 | $30.3K | 0.00% | +93+98.9% | Added |
| JFS Wealth Advisors, LLC | 189 | $30.6K | 0.00% | −52−21.6% | Reduced |
| Bear Mountain Capital, Inc. | 180 | $31.1K | 0.01% | +20+12.5% | Added |
| MidFirst Bank | 192 | $31.1K | 0.00% | +192 | New |
| Godsey & Gibb Associates | 200 | $32.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 200 | $32.4K | 0.00% | +200 | New |
| Lloyd Advisory Services, LLC. | 205 | $33.2K | 0.01% | +205 | New |
| Brown Brothers Harriman & Co | 208 | $33.7K | 0.00% | −29−12.2% | Reduced |
| Acumen Wealth Advisors, LLC | 211 | $34.2K | 0.01% | +211 | New |
| Quent Capital, LLC | 213 | $34.5K | 0.00% | +13+6.5% | Added |
| Zions Bancorporation, National Association | 213 | $34.5K | 0.00% | +213 | New |
| Horizon Financial Services, LLC | 220 | $35.6K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 237 | $38.4K | 0.01% | +43+22.2% | Added |
| Pinnacle Bancorp, Inc. | 238 | $38.6K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 238 | $38.6K | 0.00% | +25+11.7% | Added |
| Hager Investment Management Services, LLC | 243 | $39.4K | 0.02% | −121−33.2% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $40.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $41.0K | 0.02% | +19+8.1% | Added |
| Sankala Group LLC | 164 | $41.8K | 0.03% | +164 | New |
| MidAtlantic Capital Management, Inc. | 264 | $42.8K | 0.03% | +264 | New |
| Glen Eagle Advisors, LLC | 280 | $45.4K | 0.01% | +40+16.7% | Added |
| Tradewinds Capital Management, LLC | 285 | $46.2K | 0.01% | −5−1.7% | Reduced |
| LRI Investments, LLC | 292 | $47.3K | 0.00% | −80−21.5% | Reduced |
| Sound Income Strategies, LLC | 269 | $47.6K | 0.00% | −154−36.4% | Reduced |
| Salomon & Ludwin, LLC | 276 | $48.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 299 | $48.4K | 0.01% | +299 | New |
| Gordian Capital Singapore Pte Ltd | 300 | $48.6K | 0.07% | −1,000−76.9% | Reduced |
| Farmers & Merchants Investments Inc | 300 | $48.6K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 300 | $48.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 313 | $50.8K | 0.01% | +50+19.0% | Added |
| Basecamp Wealth Advisors LLC | 314 | $50.9K | 0.01% | +314 | New |
| City Holding Co | 330 | $53.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 347 | $56.2K | 0.03% | +347 | New |
| LOM Asset Management Ltd | 350 | $56.7K | 0.02% | +200+133.3% | Added |
| Cedar Wealth Management, LLC | 364 | $59.0K | 0.02% | −1,462−80.1% | Reduced |
| Levin Capital Strategies, L.P. | 368 | $59.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 387 | $62.7K | 0.01% | −54−12.2% | Reduced |
| Adkins Seale Capital Management LLC | 396 | $64.2K | 0.06% | +396 | New |
| Noble Wealth Management PBC | 400 | $64.8K | 0.03% | +400 | New |
| Stephenson National Bank & Trust | 409 | $66.3K | 0.02% | −256−38.5% | Reduced |
| Vision Retirement, LLC | 409 | $66.3K | 0.02% | +409 | New |
| Chesapeake Asset Management LLC | 419 | $67.9K | 0.06% | +219+109.5% | Added |