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 |
|---|---|---|---|---|---|
| Fi3 FINANCIAL ADVISORS, LLC | 3,482 | $564.1K | 0.17% | +84+2.5% | Added |
| Moneta Group Investment Advisors LLC | 3,499 | $566.9K | 0.00% | −162−4.4% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $567.0K | 0.40% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,541 | $573.6K | 0.37% | −210−5.6% | Reduced |
| Liberty Wealth Management LLC | 3,595 | $582.4K | 0.08% | +99+2.8% | Added |
| FineMark National Bank & Trust | 3,607 | $584.4K | 0.02% | −40−1.1% | Reduced |
| Savant Capital, LLC | 3,610 | $584.8K | 0.00% | +93+2.6% | Added |
| Perpetual Ltd | 3,617 | $586.0K | 0.01% | −146,575−97.6% | Reduced |
| PDS Planning, Inc | 3,617 | $586.0K | 0.04% | +294+8.8% | Added |
| Exencial Wealth Advisors, LLC | 3,617 | $586.0K | 0.02% | +458+14.5% | Added |
| Opinicus Capital, Inc. | 3,635 | $588.9K | 0.41% | −337−8.5% | Reduced |
| Aureus Asset Management, LLC | 3,673 | $595.1K | 0.04% | +1,000+37.4% | Added |
| Evergreen Capital Management LLC | 3,677 | $595.7K | 0.01% | +3,677 | New |
| GAMMA Investing LLC | 3,680 | $596.2K | 0.03% | +196+5.6% | Added |
| Frank, Rimerman Advisors LLC | 3,681 | $596.4K | 0.04% | +1,455+65.4% | Added |
| Cigna Investments Inc | 3,694 | $598.0K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,697 | $599.0K | 0.25% | +246+7.1% | Added |
| Clear Creek Financial Management, LLC | 3,705 | $600.3K | 0.05% | +1,068+40.5% | Added |
| Metis Global Partners, LLC | 3,711 | $601.2K | 0.01% | −362−8.9% | Reduced |
| New Millennium Group LLC | 3,732 | $604.7K | 0.26% | +240+6.9% | Added |
| Alta Wealth Advisors LLC | 3,739 | $605.8K | 0.20% | +741+24.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $612.4K | 0.02% | +3,780 | New |
| Van Eck Associates Corp | 3,781 | $613.0K | 0.00% | +1,341+55.0% | Added |
| SMART Wealth LLC | 3,804 | $616.2K | 0.19% | +1,707+81.4% | Added |
| Hantz Financial Services, Inc. | 3,829 | $620.0K | 0.01% | −74−1.9% | Reduced |
| BostonPremier Wealth LLC | 3,828 | $620.1K | 0.32% | +766+25.0% | Added |
| Leavell Investment Management, Inc. | 3,829 | $620.3K | 0.03% | −394−9.3% | Reduced |
| Strategies Wealth Advisors, LLC | 3,832 | $620.8K | 0.06% | −398−9.4% | Reduced |
| Seelaus Asset Management LLC | 3,850 | $623.7K | 0.49% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,856 | $624.6K | 0.05% | +945+32.5% | Added |
| American Trust | 3,886 | $629.6K | 0.05% | +1,306+50.6% | Added |
| Swisher Financial Concepts, Inc. | 3,891 | $630.4K | 0.36% | −22−0.6% | Reduced |
| Titleist Asset Management, LLC | 3,899 | $631.7K | 0.05% | +1,853+90.6% | Added |
| Wealthedge Investment Advisors, LLC | 3,902 | $632.2K | 0.23% | +1,764+82.5% | Added |
| Brookwood Investment Group LLC | 3,906 | $632.8K | 0.08% | +709+22.2% | Added |
| Parisi Gray Wealth Management | 3,907 | $632.9K | 0.14% | +564+16.9% | Added |
| Mindset Wealth Management, LLC | 3,925 | $636.0K | 0.17% | +220+5.9% | Added |
| Pitcairn Wealth Advisors LLC | 3,930 | $636.7K | 0.06% | +3,930 | New |
| Cresset Asset Management, LLC | 3,943 | $638.7K | 0.00% | +482+13.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,943 | $638.8K | 0.12% | +1,363+52.8% | Added |
| Wedmont Private Capital | 3,731 | $640.0K | 0.02% | −51−1.3% | Reduced |
| Ausdal Financial Partners, Inc. | 3,952 | $640.2K | 0.03% | −135−3.3% | Reduced |
| Diametric Capital, LP | 3,968 | $642.9K | 0.17% | +3,968 | New |
| Caitong International Asset Management Co., Ltd | 3,982 | $645.1K | 0.16% | +3,982 | New |
| AAFMAA Wealth Management & Trust LLC | 3,985 | $645.6K | 0.25% | +3,985 | New |
| Bluebird Wealth Management LLC | 4,008 | $649.3K | 0.61% | +4,008 | New |
| DRW Securities, LLC | 4,021 | $651.4K | 0.05% | −9,937−71.2% | Reduced |
| Fox Run Management, L.L.C. | 4,042 | $654.8K | 0.10% | +4,042 | New |
| Crossmark Global Holdings, Inc. | 4,054 | $656.8K | 0.01% | +492+13.8% | Added |
| Highland Capital Management, LLC | 4,055 | $657.0K | 0.03% | +4,055 | New |
| Verus Capital Partners, LLC | 4,065 | $658.6K | 0.04% | +1,067+35.6% | Added |
| Greenline Wealth Management LLC | 4,081 | $661.1K | 0.68% | +4,081 | New |
| Costello Asset Management, INC | 4,097 | $663.8K | 0.22% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,098 | $663.9K | 0.11% | −1,963−32.4% | Reduced |
| Armis Advisers, LLC | 2,599 | $665.0K | 0.07% | +874+50.7% | Added |
| Bridges Investment Management Inc | 4,105 | $665.1K | 0.01% | +1,263+44.4% | Added |
| Inspire Advisors, LLC | 4,106 | $665.3K | 0.06% | +4,106 | New |
| Mason & Associates Inc | 4,121 | $667.6K | 0.13% | +754+22.4% | Added |
| Bridgefront Capital, LLC | 4,144 | $671.4K | 0.17% | −7,302−63.8% | Reduced |
| Worth Financial Advisory Group, LLC | 4,147 | $671.9K | 0.33% | +1,152+38.5% | Added |
| Heritage Trust Co | 4,152 | $672.7K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 4,249 | $688.4K | 0.06% | −1,587−27.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,252 | $688.9K | 0.02% | −32,228−88.3% | Reduced |
| Evoke Wealth, LLC | 4,259 | $690.0K | 0.01% | −1,400−24.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,270 | $691.8K | 0.13% | −765−15.2% | Reduced |
| GLOBALT Investments LLC | 4,282 | $693.7K | 0.03% | −1,386−24.5% | Reduced |
| Herold Advisors, Inc. | 4,290 | $695.0K | 0.16% | −237−5.2% | Reduced |
| GAM Holding AG | 4,291 | $695.2K | 0.04% | +4,291 | New |
| Claro Advisors LLC | 4,295 | $695.8K | 0.09% | +195+4.8% | Added |
| LaSalle St. Investment Advisors, LLC | 4,322 | $700.0K | 0.11% | +560+14.9% | Added |
| Kane Investment Management, Inc. | 4,379 | $709.4K | 0.34% | +30+0.7% | Added |
| Winslow Capital Management, LLC | 4,384 | $710.3K | 0.00% | −1,336,127−99.7% | Reduced |
| Globeflex Capital L P | 4,400 | $712.8K | 0.11% | −7,933−64.3% | Reduced |
| Parus Finance (UK) Ltd | 4,411 | $714.6K | 0.19% | −1,166−20.9% | Reduced |
| MONECO Advisors, LLC | 4,426 | $717.1K | 0.06% | −156−3.4% | Reduced |
| Trinity Financial Advisors LLC | 4,426 | $717.1K | 0.20% | +290+7.0% | Added |
| Jain Global LLC | 4,433 | $718.2K | 0.01% | −10,602−70.5% | Reduced |
| WealthBridge Capital Management, LLC | 4,451 | $721.0K | 0.16% | −7−0.2% | Reduced |
| Outlook Wealth Advisors, LLC | 4,457 | $722.1K | 0.16% | −2,376−34.8% | Reduced |
| Headlands Technologies LLC | 4,500 | $729.0K | 0.06% | +4,500 | New |
| Andar Capital Management HK Ltd | 4,500 | $729.0K | 0.79% | +4,500 | New |
| Pension & Wealth Management Advisors, Inc. | 4,548 | $736.9K | 0.22% | +3,770+484.6% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $745.2K | 0.10% | 00.0% | Unchanged |
| Foresight Group Ltd Liability Partnership | 4,589 | $754.2K | 0.12% | −375−7.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 4,668 | $756.2K | 0.21% | +352+8.2% | Added |
| Pincus Capital Management, LP | 4,675 | $757.4K | 0.51% | +4,675 | New |
| Global Assets Advisory, LLC | 4,679 | $758.0K | 0.22% | +324+7.4% | Added |
| Tripletail Wealth Management, LLC | 4,686 | $759.2K | 0.96% | −10.0% | Reduced |
| Skopos Labs, Inc. | 4,585 | $759.2K | 0.04% | +2,139+87.4% | Added |
| Algebris (UK) Ltd | 4,687 | $759.7K | 0.06% | −679−12.7% | Reduced |
| Washington Capital Management Inc | 4,700 | $761.4K | 0.62% | +905+23.8% | Added |
| Calton & Associates, Inc. | 4,714 | $763.7K | 0.11% | −602−11.3% | Reduced |
| C M Bidwell & Associates Ltd | 4,718 | $764.4K | 0.36% | −131−2.7% | Reduced |
| Fortress Private Ledger, LLC | 4,723 | $765.2K | 0.25% | +954+25.3% | Added |
| Interchange Capital Partners, LLC | 4,758 | $771.0K | 0.14% | +107+2.3% | Added |
| Lederer & Associates Investment Counsel | 4,779 | $774.0K | 0.52% | −315−6.2% | Reduced |
| Fiduciary Trust Co | 4,810 | $779.3K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,816 | $780.2K | 0.28% | −3,187−39.8% | Reduced |
| Argent Trust Co | 4,849 | $785.6K | 0.03% | +34+0.7% | Added |
| McDonald Partners LLC | 4,925 | $797.9K | 0.25% | 00.0% | Unchanged |