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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 6,589 | $1.07M | 0.03% | +32+0.5% | Added |
| Woodline Partners LP | 6,635 | $1.07M | 0.00% | −110,851−94.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 6,655 | $1.08M | 0.18% | +680+11.4% | Added |
| Sax Wealth Advisors, LLC | 6,666 | $1.08M | 0.05% | +2,437+57.6% | Added |
| Ostrum Asset Management | 6,672 | $1.08M | 0.05% | −1,741−20.7% | Reduced |
| Clearstead Advisors, LLC | 6,715 | $1.09M | 0.01% | −1,042−13.4% | Reduced |
| Fifth Third Bancorp | 6,716 | $1.09M | 0.00% | +5,648+528.8% | Added |
| Daymark Wealth Partners, LLC | 6,765 | $1.10M | 0.03% | +1,642+32.1% | Added |
| Chicago Partners Investment Group LLC | 6,022 | $1.10M | 0.03% | −381−6.0% | Reduced |
| Peterson Wealth Services | 6,784 | $1.10M | 0.28% | −14,852−68.6% | Reduced |
| McLaughlin Asset Management, Inc. | 6,818 | $1.10M | 0.99% | +6,818 | New |
| Axq Capital, LP | 6,819 | $1.10M | 0.25% | +1,229+22.0% | Added |
| Farther Finance Advisors, LLC | 6,846 | $1.11M | 0.01% | −856−11.1% | Reduced |
| Wealth Effects LLC | 6,851 | $1.11M | 0.35% | −500−6.8% | Reduced |
| Cloverfields Capital Group, LP | 6,925 | $1.12M | 0.35% | −2,764−28.5% | Reduced |
| Principal Securities, Inc. | 6,929 | $1.12M | 0.02% | +1,101+18.9% | Added |
| New Wave Wealth Advisors LLC | 6,938 | $1.12M | 0.41% | +977+16.4% | Added |
| Siemens Fonds Invest GmbH | 6,844 | $1.12M | 0.06% | +1,798+35.6% | Added |
| Richard W. Paul & Associates, LLC | 6,961 | $1.13M | 0.37% | −1,814−20.7% | Reduced |
| Morris Retirement Advisors, LLC | 6,998 | $1.13M | 0.48% | +46+0.7% | Added |
| Rithm Capital Corp. | 7,000 | $1.13M | 2.64% | +1,000+16.7% | Added |
| Nierenberg Investment Management Company, Inc. | 7,000 | $1.13M | 0.57% | +7,000 | New |
| Hartford Funds Management Co LLC | 7,001 | $1.13M | 0.09% | +1,210+20.9% | Added |
| DSG Capital Advisors, LLC | 6,594 | $1.14M | 0.17% | +2,230+51.1% | Added |
| BankChampaign, National Association | 7,056 | $1.14M | 1.13% | +7,056 | New |
| Aspire Private Capital, LLC | 7,062 | $1.14M | 0.25% | −4,734−40.1% | Reduced |
| Oak Thistle LLC | 7,069 | $1.15M | 0.16% | +7,069 | New |
| OneAscent Financial Services LLC | 7,081 | $1.15M | 0.11% | +162+2.3% | Added |
| Perbak Capital Partners LLP | 7,090 | $1.15M | 0.35% | +7,090 | New |
| Essential Partners LLC | 7,099 | $1.15M | 0.35% | +377+5.6% | Added |
| Rakuten Securities, Inc. | 7,150 | $1.16M | 0.38% | +1,554+27.8% | Added |
| Mount Yale Investment Advisors, LLC | 7,161 | $1.16M | 0.06% | −675−8.6% | Reduced |
| Braeburn Wealth Management LLC | 7,171 | $1.16M | 0.59% | +7,171 | New |
| Kingsview Wealth Management, LLC | 7,212 | $1.17M | 0.02% | −1,267−14.9% | Reduced |
| Simon Quick Advisors, LLC | 7,214 | $1.17M | 0.05% | −74−1.0% | Reduced |
| Emerald Advisers, LLC | 7,216 | $1.17M | 0.04% | −323−4.3% | Reduced |
| Signaturefd, LLC | 7,220 | $1.17M | 0.02% | +642+9.8% | Added |
| Generali Asset Management SPA SGR | 7,230 | $1.17M | 0.02% | −6,900−48.8% | Reduced |
| LDR Capital Management LLC | 7,301 | $1.18M | 1.64% | −2,068−22.1% | Reduced |
| Delta Investment Management, LLC | 7,307 | $1.18M | 0.21% | +583+8.7% | Added |
| Keybank National Association | 7,369 | $1.19M | 0.00% | −472−6.0% | Reduced |
| AIA Group Ltd | 7,392 | $1.20M | 0.02% | −33,109−81.7% | Reduced |
| Massar Capital Management, LP | 7,400 | $1.20M | 0.24% | 00.0% | Unchanged |
| Westport Asset Management Inc | 8,000 | $1.21M | 0.50% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,472 | $1.21M | 0.23% | +7,472 | New |
| Qtron Investments LLC | 7,501 | $1.22M | 0.16% | −721−8.8% | Reduced |
| Dynamic Advisor Solutions LLC | 7,533 | $1.22M | 0.04% | −1,881−20.0% | Reduced |
| LGT Fund Management Co Ltd. | 7,448 | $1.22M | 0.10% | +7,448 | New |
| HB Wealth Management, LLC | 7,778 | $1.26M | 0.01% | +1,452+23.0% | Added |
| Congress Asset Management Co | 7,800 | $1.26M | 0.01% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 7,817 | $1.27M | 0.53% | −8−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,820 | $1.27M | 0.44% | +199+2.6% | Added |
| GM Advisory Group, Inc. | 7,864 | $1.27M | 0.05% | −1,373−14.9% | Reduced |
| Arlington Capital Management, Inc. | 7,883 | $1.28M | 0.79% | −879−10.0% | Reduced |
| Osmosis Investment Management UK Ltd | 7,964 | $1.29M | 0.03% | +7,964 | New |
| Richmond Investment Services, LLC | 8,014 | $1.30M | 0.22% | +684+9.3% | Added |
| EdgeRock Capital LLC | 8,042 | $1.30M | 0.35% | −737−8.4% | Reduced |
| Parallel Advisors, LLC | 8,101 | $1.31M | 0.02% | +3,359+70.8% | Added |
| Gemmer Asset Management LLC | 8,206 | $1.33M | 0.10% | +8+0.1% | Added |
| Everhart Financial Group, Inc. | 8,264 | $1.34M | 0.12% | +3,310+66.8% | Added |
| Intellectus Partners, LLC | 8,275 | $1.34M | 0.26% | −100−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,292 | $1.34M | 0.01% | −1,070−11.4% | Reduced |
| Gardner Lewis Asset Management L P | 8,317 | $1.35M | 0.34% | +3,162+61.3% | Added |
| Formidable Asset Management, LLC | 8,950 | $1.35M | 0.20% | −334−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 8,374 | $1.36M | 0.09% | +120+1.5% | Added |
| Daybright Advisory Services, Inc. | 8,389 | $1.36M | 0.36% | +8,389 | New |
| New England Research & Management, Inc. | 8,429 | $1.37M | 0.60% | −5,681−40.3% | Reduced |
| Harvest Investment Services, LLC | 8,484 | $1.37M | 0.26% | −203−2.3% | Reduced |
| Plato Investment Management Ltd | 8,462 | $1.38M | 0.09% | −363−4.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,922 | $1.38M | 0.03% | +373+4.9% | Added |
| Flputnam Investment Management Co | 8,536 | $1.38M | 0.02% | −745−8.0% | Reduced |
| E. Ohman J:or Asset Management AB | 8,592 | $1.39M | 0.03% | +8,592 | New |
| Oakmont Investment Advisors, Inc. | 8,615 | $1.40M | 1.02% | +8,615 | New |
| Titiun Yejiel | 8,650 | $1.40M | 1.72% | +8,650 | New |
| Element Pointe Advisors, LLC | 8,693 | $1.41M | 0.27% | −4,351−33.4% | Reduced |
| Waterloo Capital, L.P. | 8,694 | $1.41M | 0.10% | +7,293+520.6% | Added |
| Natixis | 8,727 | $1.41M | 0.01% | −25,138−74.2% | Reduced |
| Quantitative Investment Management, LLC | 8,739 | $1.42M | 0.14% | −1,877−17.7% | Reduced |
| Westover Capital Advisors, LLC | 8,791 | $1.42M | 0.26% | +1,187+15.6% | Added |
| Harbor Investment Advisory, LLC | 8,827 | $1.43M | 0.11% | +2,227+33.7% | Added |
| Prakash Investment Advisors LLC | 8,870 | $1.44M | 1.09% | −470−5.0% | Reduced |
| Meridian Wealth Management, LLC | 8,880 | $1.44M | 0.05% | +6,038+212.5% | Added |
| AE Wealth Management LLC | 8,883 | $1.44M | 0.01% | −2,367−21.0% | Reduced |
| Valeo Financial Advisors, LLC | 8,935 | $1.45M | 0.03% | +3,390+61.1% | Added |
| United Capital Financial Advisers, LLC | 8,987 | $1.46M | 0.01% | +697+8.4% | Added |
| Portolan Capital Management, LLC | 9,039 | $1.46M | 0.08% | −91,560−91.0% | Reduced |
| Lecap Asset Management Ltd | 9,051 | $1.47M | 0.58% | +3,737+70.3% | Added |
| Mawer Investment Management Ltd. | 9,143 | $1.48M | 0.01% | +9,143 | New |
| MASTERINVEST Kapitalanlage GmbH | 9,085 | $1.49M | 0.14% | +7,616+518.4% | Added |
| Fisher Funds Management LTD | 9,298 | $1.51M | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,368 | $1.52M | 0.05% | −635−6.3% | Reduced |
| Paradigm Financial Partners, LLC | 9,412 | $1.52M | 0.15% | +502+5.6% | Added |
| Vise Technologies, Inc. | 9,414 | $1.53M | 0.03% | +1,432+17.9% | Added |
| Chesley Taft & Associates LLC | 9,424 | $1.53M | 0.06% | +255+2.8% | Added |
| Citizens Financial Group Inc | 9,430 | $1.53M | 0.02% | +670+7.6% | Added |
| Advocacy Wealth Management Services, LLC | 9,451 | $1.53M | 0.06% | +9,451 | New |
| Ring Mountain Capital, LLC | 8,664 | $1.53M | 0.79% | +529+6.5% | Added |
| Kingswood Wealth Advisors, LLC | 9,469 | $1.53M | 0.07% | −2,134−18.4% | Reduced |
| Kennedy Investment Group | 9,472 | $1.53M | 0.58% | −6,022−38.9% | Reduced |
| Principal Financial Group Inc | 9,553 | $1.55M | 0.00% | −4,716−33.1% | Reduced |