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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 443 | $71.8K | 0.01% | +156+54.4% | Added |
| Parkside Financial Bank & Trust | 443 | $71.8K | 0.01% | −114−20.5% | Reduced |
| REAP Financial Group, LLC | 443 | $71.8K | 0.01% | +49+12.4% | Added |
| WPG Advisers, LLC | 444 | $71.9K | 0.05% | −317−41.7% | Reduced |
| Bell Investment Advisors, Inc | 469 | $76.0K | 0.01% | +10+2.2% | Added |
| Brookfield Asset Management Inc. | 472 | $76.5K | 0.00% | +472 | New |
| SBI Okasan Asset Management Co.Ltd. | 469 | $77.7K | 0.00% | +469 | New |
| Reflection Asset Management | 486 | $78.7K | 0.06% | +486 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 489 | $79.2K | 0.03% | +489 | New |
| RiverPark Advisors, LLC | 489 | $79.2K | 0.02% | −3−0.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $81.0K | 0.02% | 00.0% | Unchanged |
| DV Equities, LLC | 500 | $81.0K | 0.01% | +500 | New |
| Webster Bank, N. A. | 507 | $82.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 509 | $82.5K | 0.01% | −50−8.9% | Reduced |
| Cary Street Partners Financial LLC | 534 | $86.5K | 0.00% | −588−52.4% | Reduced |
| Strive Financial Group ,LLC | 537 | $87.0K | 0.05% | +537 | New |
| TFC Financial Management | 538 | $87.2K | 0.01% | −147−21.5% | Reduced |
| Navalign, LLC | 551 | $89.3K | 0.02% | +551 | New |
| Bessemer Group Inc | 568 | $92.0K | 0.00% | +328+136.7% | Added |
| Bryn Mawr Trust Co | 575 | $93.2K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 579 | $93.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 579 | $93.8K | 0.05% | +579 | New |
| DV Trading LLC | 581 | $94.1K | 0.01% | +581 | New |
| Anchor Investment Management, LLC | 590 | $95.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 599 | $97.0K | 0.05% | −5−0.8% | Reduced |
| Intesa Sanpaolo S.p.A. | 600 | $98.6K | 0.01% | +600 | New |
| Steigerwald, Gordon & Koch Inc. | 613 | $99.3K | 0.01% | +34+5.9% | Added |
| Wealth Watch Advisors, INC | 622 | $100.8K | 0.04% | +23+3.8% | Added |
| Bay Harbor Wealth Management, LLC | 637 | $103.2K | 0.03% | −371−36.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 649 | $105.1K | 0.01% | +649 | New |
| Root Financial Partners, LLC | 652 | $105.6K | 0.01% | +42+6.9% | Added |
| Concord Wealth Partners | 654 | $105.9K | 0.01% | +186+39.7% | Added |
| Vestor Capital, LLC | 487 | $106.0K | 0.01% | −64,821−99.3% | Reduced |
| Quarry LP | 656 | $106.3K | 0.02% | −2,520−79.3% | Reduced |
| Armstrong Advisory Group, Inc | 672 | $108.9K | 0.01% | +92+15.9% | Added |
| SHP Wealth Management | 696 | $112.8K | 0.01% | +696 | New |
| Smithfield Trust Co | 722 | $117.0K | 0.01% | −220−23.4% | Reduced |
| McIlrath & Eck, LLC | 750 | $121.5K | 0.01% | +696+1,288.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 752 | $121.8K | 0.01% | +752 | New |
| Merrithew & Thorsten Inc | 757 | $122.0K | 0.13% | +757 | New |
| Activest Wealth Management | 767 | $124.3K | 0.02% | −220−22.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 776 | $125.7K | 0.13% | +776 | New |
| Allianz SE | 797 | $129.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 822 | $133.2K | 0.02% | +702+585.0% | Added |
| GW&K Investment Management, LLC | 825 | $134.0K | 0.00% | +356+75.9% | Added |
| Colonial Trust Advisors | 851 | $137.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 852 | $138.1K | 0.01% | −121−12.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 859 | $139.2K | 0.12% | −41,593−98.0% | Reduced |
| First Horizon Corp | 897 | $145.3K | 0.01% | −60−6.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 916 | $148.4K | 0.01% | −586−39.0% | Reduced |
| Quadrant Capital Group LLC | 925 | $149.9K | 0.00% | −94−9.2% | Reduced |
| Cape Investment Advisory, Inc. | 967 | $156.7K | 0.05% | +967 | New |
| North Star Investment Management Corp. | 973 | $157.6K | 0.01% | +29+3.1% | Added |
| SOA Wealth Advisors, LLC. | 983 | $159.3K | 0.03% | +483+96.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $160.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 999 | $161.8K | 0.00% | −54−5.1% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,002 | $162.0K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,091 | $176.8K | 0.00% | −130−10.6% | Reduced |
| Versant Capital Management, Inc | 1,092 | $176.9K | 0.02% | +6+0.6% | Added |
| Fairscale Capital, LLC | 1,092 | $176.9K | 0.12% | +85+8.4% | Added |
| Virtus ETF Advisers LLC | 1,094 | $177.2K | 0.08% | −52−4.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,096 | $178.0K | 0.02% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,105 | $179.0K | 0.02% | −1,961−64.0% | Reduced |
| Albion Financial Group | 1,176 | $190.5K | 0.01% | −850−42.0% | Reduced |
| Silver Oak Securities, Inc | 1,160 | $190.7K | 0.01% | −117−9.2% | Reduced |
| QTR Family Wealth, LLC | 1,006 | $200.9K | 0.09% | +1,006 | New |
| EJMK Ventures LLC | 1,243 | $201.4K | 0.12% | +1,243 | New |
| Numerai GP LLC | 1,248 | $202.2K | 0.02% | +1,248 | New |
| Twinbeech Capital LP | 1,250 | $202.5K | 0.01% | −637−33.8% | Reduced |
| Greatmark Investment Partners, Inc. | 1,250 | $202.5K | 0.02% | +1,250 | New |
| Woodward Diversified Capital, LLC | 1,252 | $202.8K | 0.09% | +1,252 | New |
| MGB Wealth Management, LLC | 1,256 | $203.5K | 0.06% | +1,256 | New |
| WT Wealth Management | 1,260 | $204.1K | 0.06% | +1,260 | New |
| Perennial Investment Advisors, LLC | 1,267 | $205.3K | 0.02% | +1,267 | New |
| Cary Street Partner Investment Advisory LLC | 1,269 | $205.6K | 0.06% | −546−30.1% | Reduced |
| Perfromance Wealth Partners, LLC | 1,277 | $206.8K | 0.01% | +1,277 | New |
| Fiduciary Alliance LLC | 1,279 | $207.2K | 0.01% | +1,279 | New |
| Verity & Verity, LLC | 1,280 | $207.4K | 0.02% | +1,280 | New |
| Cambria Investment Management, L.P. | 1,287 | $208.5K | 0.01% | +1,287 | New |
| Fortis Group Advisors, LLC | 1,125 | $209.5K | 0.04% | +78+7.4% | Added |
| PFG Advisors | 1,293 | $209.5K | 0.01% | −61−4.5% | Reduced |
| Ashford Capital Management Inc | 1,300 | $210.6K | 0.02% | −1,200−48.0% | Reduced |
| Northland Securities, Inc. | 1,301 | $210.8K | 0.20% | +1,301 | New |
| Aprio Wealth Management, LLC | 1,311 | $212.4K | 0.01% | +1,311 | New |
| Yarger Wealth Strategies, LLC | 1,315 | $213.0K | 0.09% | +1,315 | New |
| Caxton Associates LLP | 1,323 | $214.3K | 0.00% | +1,323 | New |
| Fulton Bank, N.A. | 1,327 | $215.0K | 0.01% | +1,327 | New |
| Portside Wealth Group, LLC | 1,328 | $215.1K | 0.03% | +1,328 | New |
| Centerpoint Advisory Group | 1,330 | $215.5K | 0.17% | +1,330 | New |
| Moody National Bank Trust Division | 1,334 | $216.1K | 0.02% | −76−5.4% | Reduced |
| Wharton Business Group, LLC | 1,335 | $216.3K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,335 | $216.3K | 0.16% | +1,335 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,335 | $216.3K | 0.01% | +1,335 | New |
| Compagnie Lombard Odier SCmA | 1,350 | $218.7K | 0.00% | −3,480−72.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,352 | $219.0K | 0.16% | +251+22.8% | Added |
| XML Financial, LLC | 1,365 | $221.1K | 0.02% | +1,365 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,370 | $221.9K | 0.01% | +1+0.1% | Added |
| NFP Retirement, Inc. | 1,374 | $222.6K | 0.01% | −10−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,376 | $222.9K | 0.00% | +189+15.9% | Added |
| Prentice Wealth Management LLC | 1,391 | $225.4K | 0.05% | 00.0% | Unchanged |