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 |
|---|---|---|---|---|---|
| Presidio Capital Management, LLC | 5,116 | $828.9K | 0.25% | −1,030−16.8% | Reduced |
| First Dallas Securities Inc. | 5,115 | $828.7K | 0.31% | +172+3.5% | Added |
| Hazlett, Burt & Watson, Inc. | 5,128 | $828.0K | 0.26% | +198+4.0% | Added |
| Mission Wealth Management, LP | 5,065 | $820.6K | 0.02% | +124+2.5% | Added |
| Segment Wealth Management, LLC | 5,044 | $817.2K | 0.05% | +20.0% | Added |
| Dynasty Wealth Management, LLC | 5,024 | $814.0K | 0.01% | +280+5.9% | Added |
| 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 |
| Guidance Capital, Inc | 4,463 | $808.4K | 0.20% | −306−6.4% | Reduced |
| Atomi Financial Group, Inc. | 4,983 | $807.3K | 0.02% | +796+19.0% | Added |
| EverSource Wealth Advisors, LLC | 4,981 | $806.9K | 0.03% | +568+12.9% | Added |
| 71 West Capital Partners | 4,950 | $802.0K | 0.04% | +4,950 | New |
| Forefront Wealth Partners, LLC | 4,948 | $801.6K | 0.38% | +162+3.4% | Added |
| AlTi Global, Inc. | 4,936 | $799.7K | 0.02% | −260−5.0% | Reduced |
| McDonald Partners LLC | 4,925 | $797.9K | 0.25% | 00.0% | Unchanged |
| Argent Trust Co | 4,849 | $785.6K | 0.03% | +34+0.7% | Added |
| Colonial River Wealth Management, LLC | 4,816 | $780.2K | 0.28% | −3,187−39.8% | Reduced |
| Fiduciary Trust Co | 4,810 | $779.3K | 0.01% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 4,779 | $774.0K | 0.52% | −315−6.2% | Reduced |
| Interchange Capital Partners, LLC | 4,758 | $771.0K | 0.14% | +107+2.3% | Added |
| Fortress Private Ledger, LLC | 4,723 | $765.2K | 0.25% | +954+25.3% | Added |
| C M Bidwell & Associates Ltd | 4,718 | $764.4K | 0.36% | −131−2.7% | Reduced |
| Calton & Associates, Inc. | 4,714 | $763.7K | 0.11% | −602−11.3% | Reduced |
| Washington Capital Management Inc | 4,700 | $761.4K | 0.62% | +905+23.8% | Added |
| Algebris (UK) Ltd | 4,687 | $759.7K | 0.06% | −679−12.7% | Reduced |
| Skopos Labs, Inc. | 4,585 | $759.2K | 0.04% | +2,139+87.4% | Added |
| Tripletail Wealth Management, LLC | 4,686 | $759.2K | 0.96% | −10.0% | Reduced |
| Global Assets Advisory, LLC | 4,679 | $758.0K | 0.22% | +324+7.4% | Added |
| Pincus Capital Management, LP | 4,675 | $757.4K | 0.51% | +4,675 | New |
| RFG - Bristol Wealth Advisors, LLC | 4,668 | $756.2K | 0.21% | +352+8.2% | Added |
| Foresight Group Ltd Liability Partnership | 4,589 | $754.2K | 0.12% | −375−7.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $745.2K | 0.10% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 4,548 | $736.9K | 0.22% | +3,770+484.6% | Added |
| 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 |
| Outlook Wealth Advisors, LLC | 4,457 | $722.1K | 0.16% | −2,376−34.8% | Reduced |
| WealthBridge Capital Management, LLC | 4,451 | $721.0K | 0.16% | −7−0.2% | Reduced |
| Jain Global LLC | 4,433 | $718.2K | 0.01% | −10,602−70.5% | Reduced |
| Trinity Financial Advisors LLC | 4,426 | $717.1K | 0.20% | +290+7.0% | Added |
| MONECO Advisors, LLC | 4,426 | $717.1K | 0.06% | −156−3.4% | Reduced |
| Parus Finance (UK) Ltd | 4,411 | $714.6K | 0.19% | −1,166−20.9% | Reduced |
| Globeflex Capital L P | 4,400 | $712.8K | 0.11% | −7,933−64.3% | Reduced |
| Winslow Capital Management, LLC | 4,384 | $710.3K | 0.00% | −1,336,127−99.7% | Reduced |
| Kane Investment Management, Inc. | 4,379 | $709.4K | 0.34% | +30+0.7% | Added |
| LaSalle St. Investment Advisors, LLC | 4,322 | $700.0K | 0.11% | +560+14.9% | Added |
| Claro Advisors LLC | 4,295 | $695.8K | 0.09% | +195+4.8% | Added |
| GAM Holding AG | 4,291 | $695.2K | 0.04% | +4,291 | New |
| Herold Advisors, Inc. | 4,290 | $695.0K | 0.16% | −237−5.2% | Reduced |
| GLOBALT Investments LLC | 4,282 | $693.7K | 0.03% | −1,386−24.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,270 | $691.8K | 0.13% | −765−15.2% | Reduced |
| Evoke Wealth, LLC | 4,259 | $690.0K | 0.01% | −1,400−24.7% | Reduced |
| SRS Capital Advisors, Inc. | 4,252 | $688.9K | 0.02% | −32,228−88.3% | Reduced |
| Private Trust Co NA | 4,249 | $688.4K | 0.06% | −1,587−27.2% | Reduced |
| Heritage Trust Co | 4,152 | $672.7K | 0.07% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,147 | $671.9K | 0.33% | +1,152+38.5% | Added |
| Bridgefront Capital, LLC | 4,144 | $671.4K | 0.17% | −7,302−63.8% | Reduced |
| Mason & Associates Inc | 4,121 | $667.6K | 0.13% | +754+22.4% | Added |
| Inspire Advisors, LLC | 4,106 | $665.3K | 0.06% | +4,106 | New |
| Bridges Investment Management Inc | 4,105 | $665.1K | 0.01% | +1,263+44.4% | Added |
| Armis Advisers, LLC | 2,599 | $665.0K | 0.07% | +874+50.7% | Added |
| Huntleigh Advisors, Inc. | 4,098 | $663.9K | 0.11% | −1,963−32.4% | Reduced |
| Costello Asset Management, INC | 4,097 | $663.8K | 0.22% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 4,081 | $661.1K | 0.68% | +4,081 | New |
| Verus Capital Partners, LLC | 4,065 | $658.6K | 0.04% | +1,067+35.6% | Added |
| Highland Capital Management, LLC | 4,055 | $657.0K | 0.03% | +4,055 | New |
| Crossmark Global Holdings, Inc. | 4,054 | $656.8K | 0.01% | +492+13.8% | Added |
| Fox Run Management, L.L.C. | 4,042 | $654.8K | 0.10% | +4,042 | New |
| DRW Securities, LLC | 4,021 | $651.4K | 0.05% | −9,937−71.2% | Reduced |
| Bluebird Wealth Management LLC | 4,008 | $649.3K | 0.61% | +4,008 | New |
| AAFMAA Wealth Management & Trust LLC | 3,985 | $645.6K | 0.25% | +3,985 | New |
| Caitong International Asset Management Co., Ltd | 3,982 | $645.1K | 0.16% | +3,982 | New |
| Diametric Capital, LP | 3,968 | $642.9K | 0.17% | +3,968 | New |
| Ausdal Financial Partners, Inc. | 3,952 | $640.2K | 0.03% | −135−3.3% | Reduced |
| Wedmont Private Capital | 3,731 | $640.0K | 0.02% | −51−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3,943 | $638.8K | 0.12% | +1,363+52.8% | Added |
| Cresset Asset Management, LLC | 3,943 | $638.7K | 0.00% | +482+13.9% | Added |
| Pitcairn Wealth Advisors LLC | 3,930 | $636.7K | 0.06% | +3,930 | New |
| Mindset Wealth Management, LLC | 3,925 | $636.0K | 0.17% | +220+5.9% | Added |
| Parisi Gray Wealth Management | 3,907 | $632.9K | 0.14% | +564+16.9% | Added |
| Brookwood Investment Group LLC | 3,906 | $632.8K | 0.08% | +709+22.2% | Added |
| Wealthedge Investment Advisors, LLC | 3,902 | $632.2K | 0.23% | +1,764+82.5% | Added |
| Titleist Asset Management, LLC | 3,899 | $631.7K | 0.05% | +1,853+90.6% | Added |
| Swisher Financial Concepts, Inc. | 3,891 | $630.4K | 0.36% | −22−0.6% | Reduced |
| American Trust | 3,886 | $629.6K | 0.05% | +1,306+50.6% | Added |
| Smith, Moore & Co. | 3,856 | $624.6K | 0.05% | +945+32.5% | Added |
| Seelaus Asset Management LLC | 3,850 | $623.7K | 0.49% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 3,832 | $620.8K | 0.06% | −398−9.4% | Reduced |
| Leavell Investment Management, Inc. | 3,829 | $620.3K | 0.03% | −394−9.3% | Reduced |
| BostonPremier Wealth LLC | 3,828 | $620.1K | 0.32% | +766+25.0% | Added |
| Hantz Financial Services, Inc. | 3,829 | $620.0K | 0.01% | −74−1.9% | Reduced |
| SMART Wealth LLC | 3,804 | $616.2K | 0.19% | +1,707+81.4% | Added |
| Van Eck Associates Corp | 3,781 | $613.0K | 0.00% | +1,341+55.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,780 | $612.4K | 0.02% | +3,780 | New |
| Alta Wealth Advisors LLC | 3,739 | $605.8K | 0.20% | +741+24.7% | Added |
| New Millennium Group LLC | 3,732 | $604.7K | 0.26% | +240+6.9% | Added |
| Metis Global Partners, LLC | 3,711 | $601.2K | 0.01% | −362−8.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,705 | $600.3K | 0.05% | +1,068+40.5% | Added |
| Fortitude Advisory Group L.L.C. | 3,697 | $599.0K | 0.25% | +246+7.1% | Added |
| Cigna Investments Inc | 3,694 | $598.0K | 0.09% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,681 | $596.4K | 0.04% | +1,455+65.4% | Added |