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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 4,936 | $799.7K | 0.02% | −260−5.0% | Reduced |
| Forefront Wealth Partners, LLC | 4,948 | $801.6K | 0.38% | +162+3.4% | Added |
| 71 West Capital Partners | 4,950 | $802.0K | 0.04% | +4,950 | New |
| EverSource Wealth Advisors, LLC | 4,981 | $806.9K | 0.03% | +568+12.9% | Added |
| Atomi Financial Group, Inc. | 4,983 | $807.3K | 0.02% | +796+19.0% | Added |
| Guidance Capital, Inc | 4,463 | $808.4K | 0.20% | −306−6.4% | Reduced |
| Harbor Advisors LLC | 5,000 | $810.0K | 0.12% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 5,000 | $810.0K | 0.06% | +5,000 | New |
| Dynasty Wealth Management, LLC | 5,024 | $814.0K | 0.01% | +280+5.9% | Added |
| Segment Wealth Management, LLC | 5,044 | $817.2K | 0.05% | +20.0% | Added |
| Mission Wealth Management, LP | 5,065 | $820.6K | 0.02% | +124+2.5% | Added |
| Hazlett, Burt & Watson, Inc. | 5,128 | $828.0K | 0.26% | +198+4.0% | Added |
| First Dallas Securities Inc. | 5,115 | $828.7K | 0.31% | +172+3.5% | Added |
| Presidio Capital Management, LLC | 5,116 | $828.9K | 0.25% | −1,030−16.8% | Reduced |
| Integrated Wealth Concepts LLC | 5,124 | $830.2K | 0.01% | −11,081−68.4% | Reduced |
| WBI Investments | 5,203 | $842.9K | 0.22% | −5,634−52.0% | Reduced |
| Prelude Capital Management, LLC | 5,205 | $843.3K | 0.06% | −2,028−28.0% | Reduced |
| Accent Capital Management, LLC | 5,205 | $843.3K | 0.36% | −216−4.0% | Reduced |
| Krane Funds Advisors LLC | 5,218 | $845.4K | 0.03% | −1,671−24.3% | Reduced |
| Golden State Wealth Management, LLC | 5,221 | $845.9K | 0.09% | +10.0% | Added |
| Burling Wealth Partners, LLC | 5,228 | $847.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,251 | $850.7K | 0.01% | −6,792−56.4% | Reduced |
| Insight Wealth Partners, LLC | 5,254 | $851.2K | 0.35% | +907+20.9% | Added |
| Custom Index Systems, LLC | 5,259 | $852.0K | 0.38% | −357−6.4% | Reduced |
| Quadcap Wealth Management, LLC | 5,283 | $856.0K | 0.10% | −102−1.9% | Reduced |
| Integrity Alliance, LLC. | 5,284 | $856.1K | 0.03% | +250+5.0% | Added |
| Clear Harbor Asset Management, LLC | 5,289 | $856.9K | 0.06% | −5,543−51.2% | Reduced |
| Prestige Wealth Management Group LLC | 5,293 | $857.5K | 0.16% | −2,467−31.8% | Reduced |
| Tempo Wealth, LLC | 5,299 | $858.4K | 0.15% | +5,299 | New |
| Plancorp, LLC | 5,325 | $862.7K | 0.03% | +8+0.2% | Added |
| Eastern Bank | 5,330 | $863.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 5,353 | $867.2K | 0.05% | +1,321+32.8% | Added |
| Wright Investors Service Inc | 5,356 | $867.7K | 0.26% | −1,284−19.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,386 | $872.6K | 0.10% | +497+10.2% | Added |
| Catalyst Capital Advisors LLC | 5,425 | $878.9K | 0.02% | −2,425−30.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 5,436 | $880.7K | 0.05% | +5,436 | New |
| San Luis Wealth Advisors LLC | 5,445 | $882.1K | 0.15% | +2,483+83.8% | Added |
| MCF Advisors LLC | 5,446 | $882.3K | 0.05% | +5,446 | New |
| Centaurus Financial, Inc. | 5,450 | $883.0K | 0.04% | +3,238+146.4% | Added |
| DB&C Advisors, LLC | 5,472 | $886.5K | 1.11% | +5,472 | New |
| Sivia Capital Partners, LLC | 5,491 | $889.6K | 0.18% | +906+19.8% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,493 | $889.9K | 0.58% | +1,293+30.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,511 | $892.8K | 0.04% | −3,087−35.9% | Reduced |
| Greenberg Financial Group | 5,515 | $893.5K | 0.37% | +5,515 | New |
| Hilton Head Capital Partners, LLC | 5,529 | $895.8K | 0.52% | +5,529 | New |
| Win Advisors, Inc | 5,541 | $897.7K | 0.38% | +5,541 | New |
| Mosaic Advisors LLC | 5,545 | $898.3K | 1.73% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,138 | $900.1K | 0.01% | −305−5.6% | Reduced |
| Copeland Capital Management, LLC | 5,574 | $903.1K | 0.02% | −4,565−45.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $905.1K | 0.05% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,602 | $907.6K | 0.29% | +402+7.7% | Added |
| Hudock, Inc. | 5,605 | $908.1K | 0.13% | +82+1.5% | Added |
| National Wealth Management Group, LLC | 5,614 | $909.5K | 0.32% | +5,614 | New |
| Veracity Capital LLC | 5,621 | $910.7K | 0.27% | +94+1.7% | Added |
| Hobbs Group Advisors, LLC | 5,696 | $922.8K | 0.28% | +156+2.8% | Added |
| S.A. Mason LLC | 5,728 | $928.0K | 0.37% | −125−2.1% | Reduced |
| Friedenthal Financial | 5,740 | $929.9K | 0.48% | +5,740 | New |
| Waddell & Associates, LLC | 5,776 | $935.8K | 0.06% | +378+7.0% | Added |
| Principal Street Partners, LLC | 5,783 | $936.9K | 0.16% | −409−6.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,790 | $938.0K | 0.10% | +5,790 | New |
| Stock Yards Bank & Trust Co | 5,813 | $941.8K | 0.03% | −37−0.6% | Reduced |
| Brown Advisory Inc | 5,836 | $945.5K | 0.00% | −34,297−85.5% | Reduced |
| VestGen Advisors, LLC | 5,859 | $949.2K | 0.04% | +5,859 | New |
| Vestmark Advisory Solutions, Inc. | 5,891 | $954.3K | 0.01% | +4,050+220.0% | Added |
| Berbice Capital Management LLC | 5,900 | $955.9K | 0.57% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 5,906 | $956.8K | 0.47% | +5,906 | New |
| Marin Bay Wealth Advisors, LLC | 5,929 | $960.6K | 0.55% | +5,929 | New |
| Lido Advisors, LLC | 6,217 | $961.7K | 0.00% | −667−9.7% | Reduced |
| Worldquant Millennium Advisors LLC | 5,966 | $966.6K | 0.00% | +5,966 | New |
| Central Pacific Bank - Trust Division | 5,989 | $970.3K | 0.12% | +4,889+444.5% | Added |
| Green Square Capital Advisors LLC | 5,995 | $971.3K | 0.10% | +495+9.0% | Added |
| Laurion Capital Management LP | 6,000 | $972.1K | 0.07% | +6,000 | New |
| Evolve Private Wealth, LLC | 6,015 | $974.5K | 0.06% | +6,015 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 6,033 | $977.4K | 0.52% | +6,033 | New |
| Banco Santander, S.A. | 6,039 | $978.4K | 0.01% | −324−5.1% | Reduced |
| CSM Advisors, LLC | 6,091 | $982.0K | 0.03% | +1,095+21.9% | Added |
| Two Sigma Securities, LLC | 6,089 | $986.5K | 0.14% | +6,089 | New |
| Atria Investments LLC | 6,104 | $988.9K | 0.01% | −1,546−20.2% | Reduced |
| National Asset Management, Inc. | 6,140 | $994.7K | 0.05% | −104−1.7% | Reduced |
| Volterra Technologies LP | 6,160 | $998.0K | 1.02% | +6,160 | New |
| Gsa Capital Partners LLP | 6,159 | $998.0K | 0.09% | +6,159 | New |
| WealthTrust Asset Management, LLC | 6,185 | $1.00M | 0.70% | −255−4.0% | Reduced |
| FSA Advisors, Inc. | 6,213 | $1.01M | 0.70% | +6,213 | New |
| IAM Advisory, LLC | 6,222 | $1.01M | 0.22% | +333+5.7% | Added |
| Inceptionr LLC | 6,227 | $1.01M | 0.28% | +6,227 | New |
| EP Wealth Advisors, LLC | 6,236 | $1.01M | 0.01% | +6,236 | New |
| Belvedere Trading LLC | 6,254 | $1.01M | 0.19% | −1,651−20.9% | Reduced |
| Mosley Wealth Management | 6,061 | $1.01M | 0.46% | +6,061 | New |
| Hohimer Wealth Management, LLC | 6,264 | $1.01M | 0.14% | +48+0.8% | Added |
| Ellevest, Inc. | 6,268 | $1.02M | 0.14% | +327+5.5% | Added |
| Astoria Portfolio Advisors LLC. | 4,139 | $1.02M | 0.23% | +1,553+60.1% | Added |
| China Universal Asset Management Co., Ltd. | 6,271 | $1.02M | 0.08% | +6,271 | New |
| Harbour Investments, Inc. | 6,311 | $1.02M | 0.02% | +1,757+38.6% | Added |
| Cannon Global Investment Management, LLC | 6,400 | $1.04M | 2.75% | −100−1.5% | Reduced |
| CoreCap Advisors, LLC | 6,417 | $1.04M | 0.04% | +841+15.1% | Added |
| Pensionmark Financial Group, LLC | 6,457 | $1.05M | 0.02% | +1,656+34.5% | Added |
| Atom Investors LP | 6,536 | $1.06M | 0.08% | +6,536 | New |
| Investment Research Partners LLC | 6,540 | $1.06M | 0.46% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 6,541 | $1.06M | 0.06% | +234+3.7% | Added |
| Dover Advisors, LLC | 6,582 | $1.07M | 0.41% | −63−0.9% | Reduced |