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 |
|---|---|---|---|---|---|
| Choate Investment Advisors | 1,438 | $233.0K | 0.00% | +1,438 | New |
| Western Wealth Management, LLC | 1,431 | $231.9K | 0.01% | −5,236−78.5% | Reduced |
| Cypress Asset Management Inc | 1,425 | $230.9K | 0.05% | +1,425 | New |
| McKinley Carter Wealth Services, Inc. | 1,425 | $230.8K | 0.01% | −247−14.8% | Reduced |
| Holistic Financial Partners | 1,424 | $230.7K | 0.08% | +1,424 | New |
| Wall Street Access Asset Management, LLC | 1,421 | $230.3K | 0.05% | +1,371+2,742.0% | Added |
| Savvy Advisors, Inc. | 1,414 | $229.1K | 0.01% | +1,414 | New |
| Empire Financial Management Company, LLC | 1,413 | $228.9K | 0.05% | −11−0.8% | Reduced |
| Virtue Capital Management, LLC | 1,301 | $228.5K | 0.04% | +1,301 | New |
| BSW Wealth Partners | 1,407 | $228.0K | 0.03% | −33−2.3% | Reduced |
| Legacy Wealth Management, LLC | 1,403 | $227.3K | 0.06% | +1+0.1% | Added |
| Michael S. Ryan, Inc. | 1,395 | $226.0K | 0.13% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,395 | $226.0K | 0.03% | −2,843−67.1% | Reduced |
| SageView Advisory Group, LLC | 1,391 | $225.4K | 0.01% | +1,391 | New |
| Prentice Wealth Management LLC | 1,391 | $225.4K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,376 | $222.9K | 0.00% | +189+15.9% | Added |
| NFP Retirement, Inc. | 1,374 | $222.6K | 0.01% | −10−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,370 | $221.9K | 0.01% | +1+0.1% | Added |
| XML Financial, LLC | 1,365 | $221.1K | 0.02% | +1,365 | New |
| Nalls Sherbakoff Group, LLC | 1,352 | $219.0K | 0.16% | +251+22.8% | Added |
| Compagnie Lombard Odier SCmA | 1,350 | $218.7K | 0.00% | −3,480−72.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,335 | $216.3K | 0.01% | +1,335 | New |
| Wharton Business Group, LLC | 1,335 | $216.3K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,335 | $216.3K | 0.16% | +1,335 | New |
| Moody National Bank Trust Division | 1,334 | $216.1K | 0.02% | −76−5.4% | Reduced |
| Centerpoint Advisory Group | 1,330 | $215.5K | 0.17% | +1,330 | New |
| Portside Wealth Group, LLC | 1,328 | $215.1K | 0.03% | +1,328 | New |
| Fulton Bank, N.A. | 1,327 | $215.0K | 0.01% | +1,327 | New |
| Caxton Associates LLP | 1,323 | $214.3K | 0.00% | +1,323 | New |
| Yarger Wealth Strategies, LLC | 1,315 | $213.0K | 0.09% | +1,315 | New |
| Aprio Wealth Management, LLC | 1,311 | $212.4K | 0.01% | +1,311 | New |
| Northland Securities, Inc. | 1,301 | $210.8K | 0.20% | +1,301 | New |
| Ashford Capital Management Inc | 1,300 | $210.6K | 0.02% | −1,200−48.0% | Reduced |
| PFG Advisors | 1,293 | $209.5K | 0.01% | −61−4.5% | Reduced |
| Fortis Group Advisors, LLC | 1,125 | $209.5K | 0.04% | +78+7.4% | Added |
| Cambria Investment Management, L.P. | 1,287 | $208.5K | 0.01% | +1,287 | New |
| Verity & Verity, LLC | 1,280 | $207.4K | 0.02% | +1,280 | New |
| Fiduciary Alliance LLC | 1,279 | $207.2K | 0.01% | +1,279 | New |
| Perfromance Wealth Partners, LLC | 1,277 | $206.8K | 0.01% | +1,277 | New |
| Cary Street Partner Investment Advisory LLC | 1,269 | $205.6K | 0.06% | −546−30.1% | Reduced |
| Perennial Investment Advisors, LLC | 1,267 | $205.3K | 0.02% | +1,267 | New |
| WT Wealth Management | 1,260 | $204.1K | 0.06% | +1,260 | New |
| MGB Wealth Management, LLC | 1,256 | $203.5K | 0.06% | +1,256 | New |
| Woodward Diversified Capital, LLC | 1,252 | $202.8K | 0.09% | +1,252 | New |
| Greatmark Investment Partners, Inc. | 1,250 | $202.5K | 0.02% | +1,250 | New |
| Twinbeech Capital LP | 1,250 | $202.5K | 0.01% | −637−33.8% | Reduced |
| Numerai GP LLC | 1,248 | $202.2K | 0.02% | +1,248 | New |
| EJMK Ventures LLC | 1,243 | $201.4K | 0.12% | +1,243 | New |
| QTR Family Wealth, LLC | 1,006 | $200.9K | 0.09% | +1,006 | New |
| Silver Oak Securities, Inc | 1,160 | $190.7K | 0.01% | −117−9.2% | Reduced |
| Albion Financial Group | 1,176 | $190.5K | 0.01% | −850−42.0% | Reduced |
| Liberty One Investment Management, LLC | 1,105 | $179.0K | 0.02% | −1,961−64.0% | Reduced |
| Capital Advisors, Ltd. LLC | 1,096 | $178.0K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,094 | $177.2K | 0.08% | −52−4.5% | Reduced |
| Versant Capital Management, Inc | 1,092 | $176.9K | 0.02% | +6+0.6% | Added |
| Fairscale Capital, LLC | 1,092 | $176.9K | 0.12% | +85+8.4% | Added |
| Ronald Blue Trust, Inc. | 1,091 | $176.8K | 0.00% | −130−10.6% | Reduced |
| Family Legacy Financial Solutions, LLC | 1,002 | $162.0K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 999 | $161.8K | 0.00% | −54−5.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 850 | $160.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 983 | $159.3K | 0.03% | +483+96.6% | Added |
| North Star Investment Management Corp. | 973 | $157.6K | 0.01% | +29+3.1% | Added |
| Cape Investment Advisory, Inc. | 967 | $156.7K | 0.05% | +967 | New |
| Quadrant Capital Group LLC | 925 | $149.9K | 0.00% | −94−9.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 916 | $148.4K | 0.01% | −586−39.0% | Reduced |
| First Horizon Corp | 897 | $145.3K | 0.01% | −60−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 859 | $139.2K | 0.12% | −41,593−98.0% | Reduced |
| AdvisorNet Financial, Inc | 852 | $138.1K | 0.01% | −121−12.4% | Reduced |
| Colonial Trust Advisors | 851 | $137.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 825 | $134.0K | 0.00% | +356+75.9% | Added |
| SJS Investment Consulting Inc. | 822 | $133.2K | 0.02% | +702+585.0% | Added |
| Allianz SE | 797 | $129.1K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 776 | $125.7K | 0.13% | +776 | New |
| Activest Wealth Management | 767 | $124.3K | 0.02% | −220−22.3% | Reduced |
| Merrithew & Thorsten Inc | 757 | $122.0K | 0.13% | +757 | New |
| Pinnacle Wealth Planning Services, Inc. | 752 | $121.8K | 0.01% | +752 | New |
| McIlrath & Eck, LLC | 750 | $121.5K | 0.01% | +696+1,288.9% | Added |
| Smithfield Trust Co | 722 | $117.0K | 0.01% | −220−23.4% | Reduced |
| SHP Wealth Management | 696 | $112.8K | 0.01% | +696 | New |
| Armstrong Advisory Group, Inc | 672 | $108.9K | 0.01% | +92+15.9% | Added |
| Quarry LP | 656 | $106.3K | 0.02% | −2,520−79.3% | Reduced |
| Vestor Capital, LLC | 487 | $106.0K | 0.01% | −64,821−99.3% | Reduced |
| Concord Wealth Partners | 654 | $105.9K | 0.01% | +186+39.7% | Added |
| Root Financial Partners, LLC | 652 | $105.6K | 0.01% | +42+6.9% | Added |
| BOK Financial Private Wealth, Inc. | 649 | $105.1K | 0.01% | +649 | New |
| Bay Harbor Wealth Management, LLC | 637 | $103.2K | 0.03% | −371−36.8% | Reduced |
| Wealth Watch Advisors, INC | 622 | $100.8K | 0.04% | +23+3.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 613 | $99.3K | 0.01% | +34+5.9% | Added |
| Intesa Sanpaolo S.p.A. | 600 | $98.6K | 0.01% | +600 | New |
| Wolff Wiese Magana LLC | 599 | $97.0K | 0.05% | −5−0.8% | Reduced |
| Anchor Investment Management, LLC | 590 | $95.6K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 581 | $94.1K | 0.01% | +581 | New |
| Signature Equity Partners, LLC | 579 | $93.8K | 0.05% | +579 | New |
| Osterweis Capital Management Inc | 579 | $93.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 575 | $93.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 568 | $92.0K | 0.00% | +328+136.7% | Added |
| Navalign, LLC | 551 | $89.3K | 0.02% | +551 | New |
| TFC Financial Management | 538 | $87.2K | 0.01% | −147−21.5% | Reduced |
| Strive Financial Group ,LLC | 537 | $87.0K | 0.05% | +537 | New |
| Cary Street Partners Financial LLC | 534 | $86.5K | 0.00% | −588−52.4% | Reduced |