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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,614 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ4 2025: $48.5B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2025.

Institutions holding VRT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GAMMA Investing LLC3,680$596.2K0.03%+196+5.6%Added
Evergreen Capital Management LLC3,677$595.7K0.01%+3,677New
Aureus Asset Management, LLC3,673$595.1K0.04%+1,000+37.4%Added
Opinicus Capital, Inc.3,635$588.9K0.41%−337−8.5%Reduced
Exencial Wealth Advisors, LLC3,617$586.0K0.02%+458+14.5%Added
Perpetual Ltd3,617$586.0K0.01%−146,575−97.6%Reduced
PDS Planning, Inc3,617$586.0K0.04%+294+8.8%Added
Savant Capital, LLC3,610$584.8K0.00%+93+2.6%Added
FineMark National Bank & Trust3,607$584.4K0.02%−40−1.1%Reduced
Liberty Wealth Management LLC3,595$582.4K0.08%+99+2.8%Added
Redwood Financial Network Corp3,541$573.6K0.37%−210−5.6%Reduced
Hummer Financial Advisory Services Inc3,500$567.0K0.40%00.0%Unchanged
Moneta Group Investment Advisors LLC3,499$566.9K0.00%−162−4.4%Reduced
Fi3 FINANCIAL ADVISORS, LLC3,482$564.1K0.17%+84+2.5%Added
Dudley Capital Management, LLC3,475$563.0K0.25%−100−2.8%Reduced
Fideuram Asset Management (Ireland) dac5,311$559.7K0.04%+5,311New
Grandview Asset Management LLC3,450$558.9K0.15%−241−6.5%Reduced
Catalytic Wealth RIA, LLC3,448$558.6K0.02%−2,090−37.7%Reduced
Advisor OS, LLC3,433$556.3K0.04%−337−8.9%Reduced
State of Wyoming3,432$556.0K0.06%+1,078+45.8%Added
Horizon Investments, LLC3,426$555.0K0.01%−9,519−73.5%Reduced
BTG Pactual Asset Management US LLC3,413$552.9K0.06%+558+19.5%Added
Fort Sheridan Advisors LLC3,410$552.5K0.07%−175−4.9%Reduced
Fedenia Advisers LLC3,410$552.5K0.21%00.0%Unchanged
Willner & Heller, LLC3,389$549.1K0.39%+1,311+63.1%Added
Fiduciary Financial Group, LLC3,373$546.4K0.08%−349−9.4%Reduced
Dara Capital US, Inc.3,369$545.8K0.48%+3,369New
Horizon Family Wealth, Inc.3,355$543.5K0.29%+2+0.1%Added
SCS Capital Management LLC3,350$542.8K0.01%−126−3.6%Reduced
Sherman Porfolios, LLC3,350$542.7K0.04%+3,350New
MBL Wealth, LLC3,334$540.1K0.04%+1,567+88.7%Added
Assetmark, Inc3,318$537.5K0.00%+18+0.5%Added
Advisors Capital Management, LLC3,315$537.2K0.01%+188+6.0%Added
Ariadne Wealth Management, LP2,270$536.9K0.22%−70−3.0%Reduced
Stanley-Laman Group, Ltd.3,313$536.7K0.07%00.0%Unchanged
Concentrum Wealth Management3,303$535.1K0.15%+691+26.5%Added
1776 Wealth LLC3,236$524.3K0.20%+3,236New
MWA Asset Management3,227$522.8K0.29%+3,227New
Advyzon Investment Management, LLC3,201$518.6K0.06%+671+26.5%Added
Kaufman Rossin Wealth, LLC3,168$513.2K0.27%00.0%Unchanged
Legato Capital Management LLC3,146$509.7K0.04%+3,146New
Financial Partners Group, Inc2,736$509.4K0.06%−109−3.8%Reduced
Forum Financial Management, LP3,141$508.9K0.01%+604+23.8%Added
Thompson Davis & Co., Inc.3,140$508.7K0.30%+640+25.6%Added
Toth Financial Advisory Corp3,130$507.1K0.06%+30+1.0%Added
Magnolia Capital Management Ltd3,100$502.0K0.37%+520+20.2%Added
CAPROCK Group, Inc.3,098$502.0K0.01%+3,098New
Stratos Wealth Advisors, LLC3,075$498.3K0.02%+149+5.1%Added
RFG Advisory, LLC3,065$496.6K0.01%+14+0.5%Added
True Vision MN LLC3,065$496.6K0.25%+147+5.0%Added
Bellecapital International Ltd.3,056$495.1K0.09%00.0%Unchanged
Schmidt P J Investment Management Inc3,053$494.6K0.08%+88+3.0%Added
Bluesphere Advisors, LLC3,049$494.0K0.22%+240+8.5%Added
Ritholtz Wealth Management3,048$493.9K0.01%+1,126+58.6%Added
Bayforest Capital Ltd3,045$493.3K0.37%−1,473−32.6%Reduced
Leo Wealth, LLC3,039$492.3K0.04%+7+0.2%Added
Sowell Financial Services LLC3,032$491.3K0.02%+212+7.5%Added
Sumitomo Mitsui Financial Group, Inc.2,960$490.2K0.01%+2,960New
SFE Investment Counsel3,020$489.3K0.08%−35−1.1%Reduced
Fieldview Capital Management, LLC3,017$488.8K0.08%+3,017New
Ballentine Partners, LLC3,013$488.1K0.01%+78+2.7%Added
Americana Partners, LLC3,009$487.5K0.01%+3,009New
Sharp Financial Services, LLC3,005$486.8K0.24%−50−1.6%Reduced
Aspetuck Financial Management LLC3,003$486.5K0.33%00.0%Unchanged
Nations Financial Group Inc,2,994$485.2K0.03%+20+0.7%Added
Almanack Investment Partners, LLC.2,979$482.6K0.08%+86+3.0%Added
Golden State Equity Partners2,966$480.6K0.08%+1,148+63.1%Added
Nemes Rush Group LLC2,966$480.5K0.05%−871−22.7%Reduced
Jacobi Capital Management LLC2,961$479.7K0.03%−132−4.3%Reduced
Larson Financial Group LLC2,960$479.6K0.02%+199+7.2%Added
Alta Capital Management LLC2,942$476.8K0.03%00.0%Unchanged
Guerra Pan Advisors, LLC2,930$474.7K0.28%00.0%Unchanged
Atticus Wealth Management, LLC2,929$474.6K0.12%+105+3.7%Added
Moody Lynn & Lieberson, LLC2,922$473.4K0.03%00.0%Unchanged
Investors Asset Management of Georgia Inc2,920$473.1K0.20%−100−3.3%Reduced
Platform Technology Partners2,898$469.4K0.10%+129+4.7%Added
Tactive Advisors, LLC2,897$469.3K0.14%−1,704−37.0%Reduced
Optas, LLC2,879$466.4K0.07%−126−4.2%Reduced
Wealth Management Associates, Inc.2,871$465.1K0.16%−327−10.2%Reduced
Icon Wealth Advisors, LLC2,867$464.6K0.03%−132−4.4%Reduced
Petredis Investment Advisors LLC2,861$463.5K0.04%00.0%Unchanged
Strategic Investment Advisors2,850$461.7K0.04%−1,650−36.7%Reduced
Enclave Advisors LLC2,847$461.3K0.07%−211−6.9%Reduced
Ossiam2,827$458.0K0.01%+2,211+358.9%Added
Crescent Grove Advisors, LLC2,826$457.8K0.04%+820+40.9%Added
Partners Capital Investment Group, LLP2,820$456.9K0.02%−461−14.1%Reduced
Davenport & Co LLC2,814$455.8K0.00%+600+27.1%Added
Sagespring Wealth Partners, LLC2,793$452.5K0.01%+157+6.0%Added
Great Lakes Advisors, LLC2,785$451.2K0.00%+235+9.2%Added
HBK Sorce Advisory LLC2,299$449.7K0.01%+163+7.6%Added
Birch Hill Investment Advisors LLC2,775$449.6K0.02%−20−0.7%Reduced
N.E.W. Advisory Services LLC2,774$449.4K0.03%+1,351+94.9%Added
Garden State Investment Advisory Services LLC2,752$445.9K0.11%+2,752New
World Equity Group, Inc.2,746$444.9K0.12%−411−13.0%Reduced
Philip James Wealth Mangement, LLC2,732$442.6K0.05%+155+6.0%Added
bLong Financial, LLC2,720$440.7K0.31%+50+1.9%Added
Narwhal Capital Management2,695$436.6K0.03%+1,209+81.4%Added
Newbridge Financial Services Group, Inc.2,687$435.3K0.07%+1,362+102.8%Added
Rothschild Investment LLC2,685$435.0K0.02%+61+2.3%Added
Accurate Wealth Management, LLC2,660$434.9K0.06%+277+11.6%Added