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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 1,391 | $225.4K | 0.01% | +1,391 | New |
| FSM Wealth Advisors, LLC | 1,395 | $226.0K | 0.03% | −2,843−67.1% | Reduced |
| Michael S. Ryan, Inc. | 1,395 | $226.0K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 1,403 | $227.3K | 0.06% | +1+0.1% | Added |
| BSW Wealth Partners | 1,407 | $228.0K | 0.03% | −33−2.3% | Reduced |
| Virtue Capital Management, LLC | 1,301 | $228.5K | 0.04% | +1,301 | New |
| Empire Financial Management Company, LLC | 1,413 | $228.9K | 0.05% | −11−0.8% | Reduced |
| Savvy Advisors, Inc. | 1,414 | $229.1K | 0.01% | +1,414 | New |
| Wall Street Access Asset Management, LLC | 1,421 | $230.3K | 0.05% | +1,371+2,742.0% | Added |
| Holistic Financial Partners | 1,424 | $230.7K | 0.08% | +1,424 | New |
| McKinley Carter Wealth Services, Inc. | 1,425 | $230.8K | 0.01% | −247−14.8% | Reduced |
| Cypress Asset Management Inc | 1,425 | $230.9K | 0.05% | +1,425 | New |
| Western Wealth Management, LLC | 1,431 | $231.9K | 0.01% | −5,236−78.5% | Reduced |
| Choate Investment Advisors | 1,438 | $233.0K | 0.00% | +1,438 | New |
| Scientech Research LLC | 1,439 | $233.1K | 0.15% | +1,439 | New |
| Garton & Associates Financial Advisors LLC | 1,442 | $233.6K | 0.13% | +1,442 | New |
| Ignite Planners, LLC | 1,255 | $233.7K | 0.04% | +1,255 | New |
| Sunbelt Securities, Inc. | 1,446 | $234.3K | 0.02% | +108+8.1% | Added |
| Moment Partners, LLC | 1,449 | $234.8K | 0.05% | −631−30.3% | Reduced |
| Barrett & Company, Inc. | 1,450 | $234.9K | 0.08% | +1,125+346.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,451 | $235.1K | 0.37% | +1,451 | New |
| Simmons Bank | 1,454 | $235.6K | 0.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,369 | $236.2K | 1.03% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,458 | $236.2K | 0.05% | −204−12.3% | Reduced |
| Yarbrough Capital, LLC | 1,459 | $236.4K | 0.01% | +1,459 | New |
| Keebeck Wealth Management, LLC | 1,459 | $236.4K | 0.03% | +1,459 | New |
| Alta Advisers Ltd | 1,463 | $237.0K | 0.09% | −400−21.5% | Reduced |
| Sonoma Allocations LLC | 1,250 | $237.0K | 0.08% | −1,226−49.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,464 | $237.2K | 0.02% | −188−11.4% | Reduced |
| Parkway Wealth Management Group, LLC | 1,467 | $237.7K | 0.03% | +1,467 | New |
| Aster Capital Management (DIFC) Ltd | 1,495 | $242.2K | 0.11% | +1,495 | New |
| Cito Capital Group, LLC | 1,500 | $243.0K | 0.07% | −7,000−82.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,500 | $243.0K | 0.01% | +1,500 | New |
| Journey Strategic Wealth LLC | 1,510 | $244.6K | 0.01% | −15−1.0% | Reduced |
| GTS Securities LLC | 1,520 | $246.3K | 0.01% | −76−4.8% | Reduced |
| Wesbanco Bank Inc | 1,520 | $246.3K | 0.01% | +194+14.6% | Added |
| Capital Advisors Inc | 1,523 | $246.7K | 0.00% | −170−10.0% | Reduced |
| Soltis Investment Advisors LLC | 1,524 | $247.0K | 0.02% | +132+9.5% | Added |
| Founders Financial Alliance, LLC | 1,526 | $247.2K | 0.05% | −97−6.0% | Reduced |
| Financial Security Advisor, Inc. | 1,536 | $248.8K | 0.05% | +1,536 | New |
| Ethos Financial Group, LLC | 1,548 | $250.8K | 0.02% | −62−3.9% | Reduced |
| Childress Capital Advisors, LLC | 1,554 | $251.8K | 0.04% | +1,554 | New |
| Net Worth Advisory Group | 1,557 | $252.3K | 0.05% | +109+7.5% | Added |
| Elevatus Welath Management | 1,567 | $253.9K | 0.07% | +1,567 | New |
| TD Private Client Wealth LLC | 1,569 | $254.2K | 0.01% | +92+6.2% | Added |
| Ruggiero Investments, Inc. | 1,571 | $254.5K | 0.23% | +1,571 | New |
| Archford Capital Strategies, LLC | 1,580 | $256.0K | 0.03% | −136−7.9% | Reduced |
| Rehmann Capital Advisory Group | 1,582 | $257.3K | 0.01% | +1,582 | New |
| Rollins Financial Advisors, LLC | 1,599 | $259.1K | 0.04% | +1,599 | New |
| Johnson Investment Counsel Inc | 1,600 | $259.2K | 0.00% | +77+5.1% | Added |
| Trust Co of Vermont | 1,604 | $259.9K | 0.01% | +1,604 | New |
| Capstone Capital Management Ltd | 1,605 | $260.0K | 0.25% | +1,605 | New |
| Gilpin Wealth Management, LLC | 1,605 | $260.0K | 0.21% | +1,605 | New |
| Mach-1 Financial Group, Inc. | 1,606 | $260.2K | 0.05% | +1,606 | New |
| Rathbone Brothers plc | 1,608 | $260.5K | 0.00% | +1,608 | New |
| Poinciana Advisors Group, LLC | 1,623 | $262.9K | 0.21% | −13−0.8% | Reduced |
| Blueshift Asset Management, LLC | 1,626 | $263.4K | 0.08% | +1,626 | New |
| Tran Capital Management, L.P. | 1,632 | $264.4K | 0.03% | +1,632 | New |
| denkapparat Operations GmbH | 1,634 | $264.7K | 0.14% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,635 | $264.9K | 0.10% | +266+19.4% | Added |
| Gen-Wealth Partners Inc | 1,646 | $266.7K | 0.09% | +18+1.1% | Added |
| Simplicity Wealth,LLC | 1,648 | $267.0K | 0.02% | +149+9.9% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,531 | $268.2K | 0.06% | +1,531 | New |
| Drive Wealth Management, LLC | 1,662 | $269.3K | 0.05% | +1,662 | New |
| Banco BTG Pactual S.A. | 1,670 | $270.6K | 0.05% | +1,670 | New |
| Kingdom Financial Group LLC. | 1,677 | $271.7K | 0.08% | +1,677 | New |
| AdvisorShares Investments LLC | 1,677 | $271.7K | 0.05% | +480+40.1% | Added |
| Greenland Capital Management LP | 1,677 | $271.7K | 0.04% | +1,677 | New |
| Ballast Rock Private Wealth LLC | 1,677 | $271.8K | 0.17% | +1,677 | New |
| Reuter James Wealth Management, LLC | 1,678 | $271.9K | 0.04% | −107−6.0% | Reduced |
| McGuire Investment Group, LLC | 1,688 | $273.5K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,703 | $275.9K | 0.00% | +70+4.3% | Added |
| Insigneo Advisory Services, LLC | 1,740 | $281.9K | 0.02% | +1,740 | New |
| SeaCrest Wealth Management, LLC | 1,646 | $282.4K | 0.03% | −175−9.6% | Reduced |
| Midwest Trust Co | 1,749 | $283.4K | 0.00% | +1,749 | New |
| Bogart Wealth, LLC | 1,750 | $283.5K | 0.01% | +1,275+268.4% | Added |
| DLK Investment Management, LLC | 1,751 | $283.7K | 0.11% | +200+12.9% | Added |
| Voleon Capital Management LP | 1,758 | $284.8K | 0.01% | −3,218−64.7% | Reduced |
| IHT Wealth Management, LLC | 1,764 | $285.9K | 0.01% | −297−14.4% | Reduced |
| Quotient Wealth Partners, LLC | 1,768 | $286.4K | 0.01% | +106+6.4% | Added |
| Foster Victor Wealth Advisors, LLC | 1,623 | $287.1K | 0.02% | +1+0.1% | Added |
| LeConte Wealth Management, LLC | 1,776 | $287.7K | 0.19% | +209+13.3% | Added |
| Montag A & Associates Inc | 1,800 | $291.6K | 0.01% | −983−35.3% | Reduced |
| Point72 Asset Management, L.P. | 1,800 | $291.6K | 0.00% | +1,800 | New |
| Westhampton Capital, LLC | 1,805 | $292.4K | 0.14% | +20+1.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,805 | $292.4K | 0.10% | +100+5.9% | Added |
| Dorsey & Whitney Trust CO LLC | 1,814 | $293.9K | 0.02% | −1−0.1% | Reduced |
| Intrua Financial, LLC | 1,818 | $294.6K | 0.03% | +1,818 | New |
| Chicago Trust Co NA | 1,829 | $296.3K | 0.05% | +1,829 | New |
| Holderness Investments Co | 1,839 | $297.9K | 0.06% | +145+8.6% | Added |
| Mirabella Financial Services LLP | 1,843 | $298.6K | 0.03% | +1,843 | New |
| Howard Capital Management Inc. | 1,846 | $299.1K | 0.00% | +9+0.5% | Added |
| Pinnacle Financial Partners, Inc. | 1,854 | $300.4K | 0.00% | +1,854 | New |
| Legacy Capital Group California, Inc. | 1,859 | $301.2K | 0.07% | +57+3.2% | Added |
| Bosman Wealth Management, LLC | 1,861 | $301.5K | 0.25% | +1,861 | New |
| AlphaGrep UK Ltd | 1,862 | $301.7K | 0.10% | +1,862 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,863 | $301.8K | 0.06% | +1,863 | New |
| Onyx Bridge Wealth Group LLC | 1,868 | $302.7K | 0.03% | +133+7.7% | Added |
| Benjamin Edwards Inc | 1,869 | $302.9K | 0.00% | −566−23.2% | Reduced |
| L2 Asset Management, LLC | 1,895 | $307.0K | 0.04% | +145+8.3% | Added |