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 |
|---|---|---|---|---|---|
| Tred Avon Family Wealth, LLC | 1,898 | $307.5K | 0.10% | 00.0% | Unchanged |
| Family Management Corp | 1,906 | $308.8K | 0.04% | +125+7.0% | Added |
| Clarius Group, LLC | 1,917 | $310.6K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,920 | $311.1K | 0.12% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,926 | $312.0K | 0.01% | +1,926 | New |
| Flow Traders U.S. LLC | 1,936 | $314.0K | 0.01% | +1,936 | New |
| Abel Hall, LLC | 1,956 | $316.9K | 0.07% | +1,956 | New |
| Cahill Financial Advisors Inc | 1,973 | $319.6K | 0.03% | +275+16.2% | Added |
| Erste Asset Management GmbH | 1,936 | $320.0K | 0.00% | −5,961−75.5% | Reduced |
| Geneos Wealth Management Inc. | 1,979 | $320.6K | 0.01% | +237+13.6% | Added |
| Gladstone Institutional Advisory LLC | 1,979 | $320.6K | 0.01% | −4,483−69.4% | Reduced |
| Bank of Hawaii | 2,000 | $324.0K | 0.02% | −23,058−92.0% | Reduced |
| Canton Hathaway, LLC | 2,000 | $324.0K | 0.06% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,000 | $324.0K | 0.13% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,003 | $324.5K | 0.05% | +46+2.4% | Added |
| Investment Partners, Ltd. | 2,005 | $324.8K | 0.11% | +10.0% | Added |
| NorthRock Partners, LLC | 2,010 | $325.7K | 0.01% | −1,244−38.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,010 | $325.7K | 0.04% | −13−0.6% | Reduced |
| Aire Advisors, LLC | 2,020 | $327.3K | 0.06% | +510+33.8% | Added |
| Ledyard National Bank | 2,024 | $327.9K | 0.03% | +2,024 | New |
| Tyche Wealth Partners LLC | 2,027 | $328.4K | 0.05% | +2,027 | New |
| Voya Financial Advisors, Inc. | 1,994 | $330.2K | 0.03% | −691−25.7% | Reduced |
| RMR Wealth Builders | 2,055 | $332.9K | 0.03% | +2,055 | New |
| Vines Capital Management, LLC | 2,060 | $333.7K | 0.33% | +2,060 | New |
| OpenArc Corporate Advisory, LLC | 2,061 | $333.9K | 0.01% | +2,061 | New |
| Modera Wealth Management, LLC | 2,074 | $336.0K | 0.00% | −155−7.0% | Reduced |
| Wealthspire Advisors, LLC | 2,074 | $336.1K | 0.00% | +1,518+273.0% | Added |
| Balance Wealth, LLC | 2,089 | $338.5K | 0.11% | +57+2.8% | Added |
| Regal Investment Advisors LLC | 2,090 | $338.6K | 0.02% | +35+1.7% | Added |
| Visionary Wealth Advisors | 2,094 | $339.3K | 0.02% | +361+20.8% | Added |
| Chilton Investment Co LLC | 2,096 | $339.6K | 0.01% | +2,096 | New |
| Redwood Family Wealth LLC | 2,102 | $340.5K | 0.34% | +2,102 | New |
| Galvin, Gaustad & Stein, LLC | 2,103 | $340.7K | 0.03% | +245+13.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,105 | $341.0K | 0.09% | +1,905+952.5% | Added |
| First Community Trust NA | 2,116 | $342.8K | 0.26% | +670+46.3% | Added |
| Empirical Asset Management, LLC | 2,125 | $344.3K | 0.10% | −250−10.5% | Reduced |
| Creative Financial Designs Inc | 2,127 | $344.5K | 0.02% | +300+16.4% | Added |
| Secure Asset Management, LLC | 2,136 | $346.0K | 0.05% | −10.0% | Reduced |
| Bigelow Investment Advisors, LLC | 2,141 | $346.9K | 0.14% | +184+9.4% | Added |
| Aptus Capital Advisors, LLC | 2,141 | $346.9K | 0.00% | −23,303−91.6% | Reduced |
| Nautilus Advisors LLC | 2,142 | $346.9K | 0.23% | +10.0% | Added |
| Arista Wealth Management, LLC | 2,146 | $347.7K | 0.04% | +2,146 | New |
| Gryphon Financial Partners LLC | 2,154 | $349.0K | 0.04% | +151+7.5% | Added |
| Hancock Whitney Corp | 2,167 | $351.1K | 0.01% | +452+26.4% | Added |
| Caerus Investment Advisors, LLC | 2,189 | $354.6K | 0.12% | +138+6.7% | Added |
| Horizon Investment Services, LLC | 2,190 | $354.8K | 0.13% | −25−1.1% | Reduced |
| Continuum Advisory, LLC | 2,191 | $355.0K | 0.04% | +45+2.1% | Added |
| Kerr Financial Planning Corp | 2,005 | $355.1K | 0.48% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,200 | $356.4K | 0.02% | +2,200 | New |
| Barton Investment Management | 2,210 | $358.0K | 0.04% | −75−3.3% | Reduced |
| ORG Partners LLC | 2,212 | $358.4K | 0.06% | +539+32.2% | Added |
| Guinness Asset Management LTD | 2,165 | $358.6K | 0.01% | −696−24.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,220 | $359.6K | 0.13% | +10.0% | Added |
| Inscription Capital, LLC | 2,248 | $364.2K | 0.04% | 00.0% | Unchanged |
| Clay Northam Wealth Management, LLC | 2,250 | $364.5K | 0.20% | +455+25.3% | Added |
| Central Trust Co | 2,263 | $366.6K | 0.01% | +1,063+88.6% | Added |
| Goldenstone Wealth Management LLC | 2,265 | $367.0K | 0.27% | +2,265 | New |
| Jackson Thornton Asset Management, LLC | 2,109 | $369.0K | 0.03% | +45+2.2% | Added |
| Grange Capital, LLC | 2,281 | $369.5K | 0.35% | −185−7.5% | Reduced |
| Ameritas Advisory Services, LLC | 2,282 | $369.7K | 0.01% | +307+15.5% | Added |
| Yeomans Consulting Group, Inc. | 2,285 | $370.2K | 0.11% | +2,285 | New |
| Cyndeo Wealth Partners, LLC | 2,295 | $371.9K | 0.02% | −534−18.9% | Reduced |
| Camden Capital, LLC | 2,295 | $371.9K | 0.02% | −264−10.3% | Reduced |
| Itau Unibanco Holding S.A. | 2,302 | $372.9K | 0.01% | +1,988+633.1% | Added |
| Abacus Wealth Partners, LLC | 2,317 | $375.4K | 0.04% | +2,317 | New |
| Congress Park Capital LLC | 2,320 | $375.9K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,321 | $376.0K | 0.02% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 2,323 | $376.3K | 0.31% | −482−17.2% | Reduced |
| Transcend Wealth Collective, LLC | 2,323 | $376.4K | 0.03% | −2,103−47.5% | Reduced |
| New York Life Investment Management LLC | 2,325 | $376.7K | 0.00% | +2,325 | New |
| GWN Securities Inc. | 2,344 | $379.8K | 0.08% | +879+60.0% | Added |
| Invested Advisors | 2,345 | $379.9K | 0.39% | +2,345 | New |
| Personal Cfo Solutions, LLC | 2,350 | $380.7K | 0.06% | −73−3.0% | Reduced |
| CRA Financial Services, LLC | 2,350 | $380.7K | 0.05% | −203−8.0% | Reduced |
| Avise Financial Cooperative, Inc. | 2,355 | $381.5K | 0.34% | +2,355 | New |
| Magnetar Financial LLC | 2,357 | $381.9K | 0.00% | +2,357 | New |
| Hollencrest Capital Management | 2,362 | $382.7K | 0.01% | +831+54.3% | Added |
| Brookstone Capital Management | 2,373 | $384.5K | 0.00% | +483+25.6% | Added |
| Fifth Third Wealth Advisors LLC | 2,375 | $384.8K | 0.01% | +996+72.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,390 | $387.2K | 0.22% | −965−28.8% | Reduced |
| Hallmark Capital Management Inc | 2,392 | $387.5K | 0.02% | +2,392 | New |
| Tower Research Capital LLC (TRC) | 2,394 | $387.9K | 0.01% | +1,350+129.3% | Added |
| Beacon Financial Advisory LLC | 2,396 | $388.2K | 0.09% | +226+10.4% | Added |
| Requisite Capital Management, LLC | 2,403 | $389.3K | 0.07% | +584+32.1% | Added |
| TigerOak Management, L.L.C. | 2,404 | $389.5K | 0.12% | +118+5.2% | Added |
| Founders Financial Securities LLC | 2,416 | $391.4K | 0.02% | +165+7.3% | Added |
| Markin Volterra Fund LP | 2,428 | $393.4K | 3.11% | +2,428 | New |
| Raleigh Capital Management Inc. | 2,440 | $395.3K | 0.14% | −1,290−34.6% | Reduced |
| West Family Investments, Inc. | 2,442 | $395.6K | 0.09% | 00.0% | Unchanged |
| HM Payson & Co | 2,445 | $396.1K | 0.01% | −505−17.1% | Reduced |
| Plan A Wealth LLC | 2,446 | $396.3K | 0.19% | −10.0% | Reduced |
| Sym Financial Corp | 2,447 | $396.4K | 0.04% | +78+3.3% | Added |
| Range Financial Group LLC | 2,447 | $396.4K | 0.14% | +2,447 | New |
| Rockland Trust Co | 2,453 | $397.4K | 0.02% | −140−5.4% | Reduced |
| Millennium Capital Advisors, LLC | 2,459 | $398.4K | 0.23% | +413+20.2% | Added |
| Optimist Retirement Group LLC | 2,462 | $398.9K | 0.18% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,465 | $399.3K | 0.02% | −70−2.8% | Reduced |
| Philadelphia Trust Co | 2,475 | $401.0K | 0.03% | +2,475 | New |
| Magnus Financial Group LLC | 2,481 | $402.0K | 0.03% | +908+57.7% | Added |
| Aaron Wealth Advisors | 2,498 | $404.7K | 0.02% | −482−16.2% | Reduced |