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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 2,500 | $405.0K | 0.22% | −320−11.3% | Reduced |
| VGI Partners Ltd | 2,500 | $405.0K | 0.02% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,505 | $405.8K | 0.01% | +1,175+88.3% | Added |
| Prospect Financial Services LLC | 2,509 | $406.5K | 0.23% | −210−7.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 2,539 | $411.3K | 0.06% | +2,539 | New |
| Waterfront Wealth Inc. | 2,253 | $415.4K | 0.08% | +56+2.5% | Added |
| Fairfield Financial Advisors, LTD | 2,564 | $415.4K | 0.14% | +58+2.3% | Added |
| Reliant Investment Partners, LLC | 2,575 | $417.2K | 0.33% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,577 | $417.5K | 0.21% | +36+1.4% | Added |
| Ingalls & Snyder LLC | 2,622 | $425.0K | 0.02% | −295−10.1% | Reduced |
| Roman Butler Fullerton & Co | 2,356 | $426.8K | 0.11% | +54+2.3% | Added |
| Capital Performance Advisors LLP | 2,635 | $426.9K | 0.03% | +104+4.1% | Added |
| GeoWealth Management, LLC | 2,635 | $427.0K | 0.02% | −1,144−30.3% | Reduced |
| Smartleaf Asset Management LLC | 2,630 | $432.2K | 0.02% | +293+12.5% | Added |
| Accurate Wealth Management, LLC | 2,660 | $434.9K | 0.06% | +277+11.6% | Added |
| Rothschild Investment LLC | 2,685 | $435.0K | 0.02% | +61+2.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,687 | $435.3K | 0.07% | +1,362+102.8% | Added |
| Narwhal Capital Management | 2,695 | $436.6K | 0.03% | +1,209+81.4% | Added |
| bLong Financial, LLC | 2,720 | $440.7K | 0.31% | +50+1.9% | Added |
| Philip James Wealth Mangement, LLC | 2,732 | $442.6K | 0.05% | +155+6.0% | Added |
| World Equity Group, Inc. | 2,746 | $444.9K | 0.12% | −411−13.0% | Reduced |
| Garden State Investment Advisory Services LLC | 2,752 | $445.9K | 0.11% | +2,752 | New |
| N.E.W. Advisory Services LLC | 2,774 | $449.4K | 0.03% | +1,351+94.9% | Added |
| Birch Hill Investment Advisors LLC | 2,775 | $449.6K | 0.02% | −20−0.7% | Reduced |
| HBK Sorce Advisory LLC | 2,299 | $449.7K | 0.01% | +163+7.6% | Added |
| Great Lakes Advisors, LLC | 2,785 | $451.2K | 0.00% | +235+9.2% | Added |
| Sagespring Wealth Partners, LLC | 2,793 | $452.5K | 0.01% | +157+6.0% | Added |
| Davenport & Co LLC | 2,814 | $455.8K | 0.00% | +600+27.1% | Added |
| Partners Capital Investment Group, LLP | 2,820 | $456.9K | 0.02% | −461−14.1% | Reduced |
| Crescent Grove Advisors, LLC | 2,826 | $457.8K | 0.04% | +820+40.9% | Added |
| Ossiam | 2,827 | $458.0K | 0.01% | +2,211+358.9% | Added |
| Enclave Advisors LLC | 2,847 | $461.3K | 0.07% | −211−6.9% | Reduced |
| Strategic Investment Advisors | 2,850 | $461.7K | 0.04% | −1,650−36.7% | Reduced |
| Petredis Investment Advisors LLC | 2,861 | $463.5K | 0.04% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,867 | $464.6K | 0.03% | −132−4.4% | Reduced |
| Wealth Management Associates, Inc. | 2,871 | $465.1K | 0.16% | −327−10.2% | Reduced |
| Optas, LLC | 2,879 | $466.4K | 0.07% | −126−4.2% | Reduced |
| Tactive Advisors, LLC | 2,897 | $469.3K | 0.14% | −1,704−37.0% | Reduced |
| Platform Technology Partners | 2,898 | $469.4K | 0.10% | +129+4.7% | Added |
| Investors Asset Management of Georgia Inc | 2,920 | $473.1K | 0.20% | −100−3.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,922 | $473.4K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,929 | $474.6K | 0.12% | +105+3.7% | Added |
| Guerra Pan Advisors, LLC | 2,930 | $474.7K | 0.28% | 00.0% | Unchanged |
| Alta Capital Management LLC | 2,942 | $476.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,960 | $479.6K | 0.02% | +199+7.2% | Added |
| Jacobi Capital Management LLC | 2,961 | $479.7K | 0.03% | −132−4.3% | Reduced |
| Nemes Rush Group LLC | 2,966 | $480.5K | 0.05% | −871−22.7% | Reduced |
| Golden State Equity Partners | 2,966 | $480.6K | 0.08% | +1,148+63.1% | Added |
| Almanack Investment Partners, LLC. | 2,979 | $482.6K | 0.08% | +86+3.0% | Added |
| Nations Financial Group Inc, | 2,994 | $485.2K | 0.03% | +20+0.7% | Added |
| Aspetuck Financial Management LLC | 3,003 | $486.5K | 0.33% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,005 | $486.8K | 0.24% | −50−1.6% | Reduced |
| Americana Partners, LLC | 3,009 | $487.5K | 0.01% | +3,009 | New |
| Ballentine Partners, LLC | 3,013 | $488.1K | 0.01% | +78+2.7% | Added |
| Fieldview Capital Management, LLC | 3,017 | $488.8K | 0.08% | +3,017 | New |
| SFE Investment Counsel | 3,020 | $489.3K | 0.08% | −35−1.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,960 | $490.2K | 0.01% | +2,960 | New |
| Sowell Financial Services LLC | 3,032 | $491.3K | 0.02% | +212+7.5% | Added |
| Leo Wealth, LLC | 3,039 | $492.3K | 0.04% | +7+0.2% | Added |
| Bayforest Capital Ltd | 3,045 | $493.3K | 0.37% | −1,473−32.6% | Reduced |
| Ritholtz Wealth Management | 3,048 | $493.9K | 0.01% | +1,126+58.6% | Added |
| Bluesphere Advisors, LLC | 3,049 | $494.0K | 0.22% | +240+8.5% | Added |
| Schmidt P J Investment Management Inc | 3,053 | $494.6K | 0.08% | +88+3.0% | Added |
| Bellecapital International Ltd. | 3,056 | $495.1K | 0.09% | 00.0% | Unchanged |
| True Vision MN LLC | 3,065 | $496.6K | 0.25% | +147+5.0% | Added |
| RFG Advisory, LLC | 3,065 | $496.6K | 0.01% | +14+0.5% | Added |
| Stratos Wealth Advisors, LLC | 3,075 | $498.3K | 0.02% | +149+5.1% | Added |
| CAPROCK Group, Inc. | 3,098 | $502.0K | 0.01% | +3,098 | New |
| Magnolia Capital Management Ltd | 3,100 | $502.0K | 0.37% | +520+20.2% | Added |
| Toth Financial Advisory Corp | 3,130 | $507.1K | 0.06% | +30+1.0% | Added |
| Thompson Davis & Co., Inc. | 3,140 | $508.7K | 0.30% | +640+25.6% | Added |
| Forum Financial Management, LP | 3,141 | $508.9K | 0.01% | +604+23.8% | Added |
| Financial Partners Group, Inc | 2,736 | $509.4K | 0.06% | −109−3.8% | Reduced |
| Legato Capital Management LLC | 3,146 | $509.7K | 0.04% | +3,146 | New |
| Kaufman Rossin Wealth, LLC | 3,168 | $513.2K | 0.27% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,201 | $518.6K | 0.06% | +671+26.5% | Added |
| MWA Asset Management | 3,227 | $522.8K | 0.29% | +3,227 | New |
| 1776 Wealth LLC | 3,236 | $524.3K | 0.20% | +3,236 | New |
| Concentrum Wealth Management | 3,303 | $535.1K | 0.15% | +691+26.5% | Added |
| Stanley-Laman Group, Ltd. | 3,313 | $536.7K | 0.07% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,270 | $536.9K | 0.22% | −70−3.0% | Reduced |
| Advisors Capital Management, LLC | 3,315 | $537.2K | 0.01% | +188+6.0% | Added |
| Assetmark, Inc | 3,318 | $537.5K | 0.00% | +18+0.5% | Added |
| MBL Wealth, LLC | 3,334 | $540.1K | 0.04% | +1,567+88.7% | Added |
| Sherman Porfolios, LLC | 3,350 | $542.7K | 0.04% | +3,350 | New |
| SCS Capital Management LLC | 3,350 | $542.8K | 0.01% | −126−3.6% | Reduced |
| Horizon Family Wealth, Inc. | 3,355 | $543.5K | 0.29% | +2+0.1% | Added |
| Dara Capital US, Inc. | 3,369 | $545.8K | 0.48% | +3,369 | New |
| Fiduciary Financial Group, LLC | 3,373 | $546.4K | 0.08% | −349−9.4% | Reduced |
| Willner & Heller, LLC | 3,389 | $549.1K | 0.39% | +1,311+63.1% | Added |
| Fort Sheridan Advisors LLC | 3,410 | $552.5K | 0.07% | −175−4.9% | Reduced |
| Fedenia Advisers LLC | 3,410 | $552.5K | 0.21% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,413 | $552.9K | 0.06% | +558+19.5% | Added |
| Horizon Investments, LLC | 3,426 | $555.0K | 0.01% | −9,519−73.5% | Reduced |
| State of Wyoming | 3,432 | $556.0K | 0.06% | +1,078+45.8% | Added |
| Advisor OS, LLC | 3,433 | $556.3K | 0.04% | −337−8.9% | Reduced |
| Catalytic Wealth RIA, LLC | 3,448 | $558.6K | 0.02% | −2,090−37.7% | Reduced |
| Grandview Asset Management LLC | 3,450 | $558.9K | 0.15% | −241−6.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 5,311 | $559.7K | 0.04% | +5,311 | New |
| Dudley Capital Management, LLC | 3,475 | $563.0K | 0.25% | −100−2.8% | Reduced |