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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
Smartleaf Asset Management LLC2,630$432.2K0.02%+293+12.5%Added
GeoWealth Management, LLC2,635$427.0K0.02%−1,144−30.3%Reduced
Capital Performance Advisors LLP2,635$426.9K0.03%+104+4.1%Added
Roman Butler Fullerton & Co2,356$426.8K0.11%+54+2.3%Added
Ingalls & Snyder LLC2,622$425.0K0.02%−295−10.1%Reduced
Optimize Financial Inc2,577$417.5K0.21%+36+1.4%Added
Reliant Investment Partners, LLC2,575$417.2K0.33%00.0%Unchanged
Fairfield Financial Advisors, LTD2,564$415.4K0.14%+58+2.3%Added
Waterfront Wealth Inc.2,253$415.4K0.08%+56+2.5%Added
B & T Capital Management DBA Alpha Capital Management2,539$411.3K0.06%+2,539New
Prospect Financial Services LLC2,509$406.5K0.23%−210−7.7%Reduced
First Citizens Bank & Trust Co2,505$405.8K0.01%+1,175+88.3%Added
Washburn Capital Management, Inc.2,500$405.0K0.22%−320−11.3%Reduced
VGI Partners Ltd2,500$405.0K0.02%00.0%Unchanged
Aaron Wealth Advisors2,498$404.7K0.02%−482−16.2%Reduced
Magnus Financial Group LLC2,481$402.0K0.03%+908+57.7%Added
Philadelphia Trust Co2,475$401.0K0.03%+2,475New
Essex Financial Services, Inc.2,465$399.3K0.02%−70−2.8%Reduced
Optimist Retirement Group LLC2,462$398.9K0.18%00.0%Unchanged
Millennium Capital Advisors, LLC2,459$398.4K0.23%+413+20.2%Added
Rockland Trust Co2,453$397.4K0.02%−140−5.4%Reduced
Sym Financial Corp2,447$396.4K0.04%+78+3.3%Added
Range Financial Group LLC2,447$396.4K0.14%+2,447New
Plan A Wealth LLC2,446$396.3K0.19%−10.0%Reduced
HM Payson & Co2,445$396.1K0.01%−505−17.1%Reduced
West Family Investments, Inc.2,442$395.6K0.09%00.0%Unchanged
Raleigh Capital Management Inc.2,440$395.3K0.14%−1,290−34.6%Reduced
Markin Volterra Fund LP2,428$393.4K3.11%+2,428New
Founders Financial Securities LLC2,416$391.4K0.02%+165+7.3%Added
TigerOak Management, L.L.C.2,404$389.5K0.12%+118+5.2%Added
Requisite Capital Management, LLC2,403$389.3K0.07%+584+32.1%Added
Beacon Financial Advisory LLC2,396$388.2K0.09%+226+10.4%Added
Tower Research Capital LLC (TRC)2,394$387.9K0.01%+1,350+129.3%Added
Hallmark Capital Management Inc2,392$387.5K0.02%+2,392New
Asahi Life Asset Management Co., Ltd.2,390$387.2K0.22%−965−28.8%Reduced
Fifth Third Wealth Advisors LLC2,375$384.8K0.01%+996+72.2%Added
Brookstone Capital Management2,373$384.5K0.00%+483+25.6%Added
Hollencrest Capital Management2,362$382.7K0.01%+831+54.3%Added
Magnetar Financial LLC2,357$381.9K0.00%+2,357New
Avise Financial Cooperative, Inc.2,355$381.5K0.34%+2,355New
CRA Financial Services, LLC2,350$380.7K0.05%−203−8.0%Reduced
Personal Cfo Solutions, LLC2,350$380.7K0.06%−73−3.0%Reduced
Invested Advisors2,345$379.9K0.39%+2,345New
GWN Securities Inc.2,344$379.8K0.08%+879+60.0%Added
New York Life Investment Management LLC2,325$376.7K0.00%+2,325New
Transcend Wealth Collective, LLC2,323$376.4K0.03%−2,103−47.5%Reduced
Elm3 Financial Group, LLC2,323$376.3K0.31%−482−17.2%Reduced
Texas Capital Bank Wealth Management Services Inc2,321$376.0K0.02%00.0%Unchanged
Congress Park Capital LLC2,320$375.9K0.11%00.0%Unchanged
Abacus Wealth Partners, LLC2,317$375.4K0.04%+2,317New
Itau Unibanco Holding S.A.2,302$372.9K0.01%+1,988+633.1%Added
Camden Capital, LLC2,295$371.9K0.02%−264−10.3%Reduced
Cyndeo Wealth Partners, LLC2,295$371.9K0.02%−534−18.9%Reduced
Yeomans Consulting Group, Inc.2,285$370.2K0.11%+2,285New
Ameritas Advisory Services, LLC2,282$369.7K0.01%+307+15.5%Added
Grange Capital, LLC2,281$369.5K0.35%−185−7.5%Reduced
Jackson Thornton Asset Management, LLC2,109$369.0K0.03%+45+2.2%Added
Goldenstone Wealth Management LLC2,265$367.0K0.27%+2,265New
Central Trust Co2,263$366.6K0.01%+1,063+88.6%Added
Clay Northam Wealth Management, LLC2,250$364.5K0.20%+455+25.3%Added
Inscription Capital, LLC2,248$364.2K0.04%00.0%Unchanged
Glass Jacobson Investment Advisors llc2,220$359.6K0.13%+10.0%Added
Guinness Asset Management LTD2,165$358.6K0.01%−696−24.3%Reduced
ORG Partners LLC2,212$358.4K0.06%+539+32.2%Added
Barton Investment Management2,210$358.0K0.04%−75−3.3%Reduced
Purpose Unlimited Inc.2,200$356.4K0.02%+2,200New
Kerr Financial Planning Corp2,005$355.1K0.48%00.0%Unchanged
Continuum Advisory, LLC2,191$355.0K0.04%+45+2.1%Added
Horizon Investment Services, LLC2,190$354.8K0.13%−25−1.1%Reduced
Caerus Investment Advisors, LLC2,189$354.6K0.12%+138+6.7%Added
Hancock Whitney Corp2,167$351.1K0.01%+452+26.4%Added
Gryphon Financial Partners LLC2,154$349.0K0.04%+151+7.5%Added
Arista Wealth Management, LLC2,146$347.7K0.04%+2,146New
Nautilus Advisors LLC2,142$346.9K0.23%+10.0%Added
Aptus Capital Advisors, LLC2,141$346.9K0.00%−23,303−91.6%Reduced
Bigelow Investment Advisors, LLC2,141$346.9K0.14%+184+9.4%Added
Secure Asset Management, LLC2,136$346.0K0.05%−10.0%Reduced
Creative Financial Designs Inc2,127$344.5K0.02%+300+16.4%Added
Empirical Asset Management, LLC2,125$344.3K0.10%−250−10.5%Reduced
First Community Trust NA2,116$342.8K0.26%+670+46.3%Added
Measured Wealth Private Client Group, LLC2,105$341.0K0.09%+1,905+952.5%Added
Galvin, Gaustad & Stein, LLC2,103$340.7K0.03%+245+13.2%Added
Redwood Family Wealth LLC2,102$340.5K0.34%+2,102New
Chilton Investment Co LLC2,096$339.6K0.01%+2,096New
Visionary Wealth Advisors2,094$339.3K0.02%+361+20.8%Added
Regal Investment Advisors LLC2,090$338.6K0.02%+35+1.7%Added
Balance Wealth, LLC2,089$338.5K0.11%+57+2.8%Added
Wealthspire Advisors, LLC2,074$336.1K0.00%+1,518+273.0%Added
Modera Wealth Management, LLC2,074$336.0K0.00%−155−7.0%Reduced
OpenArc Corporate Advisory, LLC2,061$333.9K0.01%+2,061New
Vines Capital Management, LLC2,060$333.7K0.33%+2,060New
RMR Wealth Builders2,055$332.9K0.03%+2,055New
Voya Financial Advisors, Inc.1,994$330.2K0.03%−691−25.7%Reduced
Tyche Wealth Partners LLC2,027$328.4K0.05%+2,027New
Ledyard National Bank2,024$327.9K0.03%+2,024New
Aire Advisors, LLC2,020$327.3K0.06%+510+33.8%Added
McGlone Suttner Wealth Management, Inc.2,010$325.7K0.04%−13−0.6%Reduced
NorthRock Partners, LLC2,010$325.7K0.01%−1,244−38.2%Reduced
Investment Partners, Ltd.2,005$324.8K0.11%+10.0%Added
Lebenthal Global Advisors, LLC2,003$324.5K0.05%+46+2.4%Added