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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 40,917 | $6.63M | 0.12% | −550−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 40,604 | $6.58M | 0.05% | +36,739+950.6% | Added |
| BWCP, LP | 40,123 | $6.50M | 1.08% | −49,568−55.3% | Reduced |
| Carmignac Gestion | 40,000 | $6.48M | 0.09% | +40,000 | New |
| Aragon Global Management, LP | 39,900 | $6.46M | 1.96% | +25,900+185.0% | Added |
| Groupe la Francaise | 39,057 | $6.33M | 0.09% | −52,763−57.5% | Reduced |
| Advisory Services Network, LLC | 38,551 | $6.25M | 0.09% | −5,171−11.8% | Reduced |
| CWM Advisors, LLC | 38,325 | $6.21M | 0.56% | −147−0.4% | Reduced |
| Ellsworth Advisors, LLC | 35,977 | $6.21M | 1.23% | −487−1.3% | Reduced |
| CI Private Wealth, LLC | 38,207 | $6.19M | 0.01% | +5,802+17.9% | Added |
| Mercer Global Advisors Inc | 38,119 | $6.18M | 0.01% | +2,829+8.0% | Added |
| WCG Wealth Advisors LLC | 38,043 | $6.16M | 0.17% | +38,043 | New |
| M&T Bank Corp | 37,960 | $6.15M | 0.02% | +2,705+7.7% | Added |
| CMH Wealth Management LLC | 37,777 | $6.12M | 1.31% | −541−1.4% | Reduced |
| Pinebridge Investments LLC | 37,381 | $6.06M | 0.04% | +37,381 | New |
| Commerce Bank | 37,011 | $6.00M | 0.03% | +17,014+85.1% | Added |
| Occudo Quantitative Strategies LP | 36,834 | $5.97M | 0.40% | +36,834 | New |
| Resources Investment Advisors, LLC. | 36,402 | $5.90M | 0.06% | −30,905−45.9% | Reduced |
| Polymer Capital Management (US) LLC | 35,979 | $5.83M | 0.75% | −16,249−31.1% | Reduced |
| Ulland Investment Advisors, LLC | 35,858 | $5.81M | 4.65% | −6,572−15.5% | Reduced |
| VMS Asset Management Limited | 35,730 | $5.79M | 2.23% | +35,730 | New |
| Concurrent Investment Advisors, LLC | 35,638 | $5.77M | 0.07% | +27,109+317.8% | Added |
| Rowland & Co Investment Counsel | 35,332 | $5.72M | 1.10% | +66+0.2% | Added |
| Arosa Capital Management LP | 35,000 | $5.67M | 3.64% | +35,000 | New |
| Bradley Foster & Sargent Inc | 34,768 | $5.63M | 0.08% | −665−1.9% | Reduced |
| Thor Investment Management Inc | 34,571 | $5.60M | 3.21% | −2,360−6.4% | Reduced |
| Loup Funds, LLC | 34,544 | $5.60M | 1.63% | −59,534−63.3% | Reduced |
| Allworth Financial LP | 34,461 | $5.58M | 0.02% | +30,824+847.5% | Added |
| Summit Financial, LLC | 34,437 | $5.58M | 0.08% | +1,593+4.9% | Added |
| Spire Wealth Management | 34,324 | $5.56M | 0.19% | +26,446+335.7% | Added |
| Nisa Investment Advisors, LLC | 34,195 | $5.54M | 0.02% | +7,235+26.8% | Added |
| Fulton Breakefield Broenniman LLC | 34,045 | $5.52M | 0.35% | +34,045 | New |
| Perigon Wealth Management, LLC | 33,983 | $5.51M | 0.10% | −20,548−37.7% | Reduced |
| KMG Fiduciary Partners, LLC | 33,789 | $5.47M | 0.39% | −631−1.8% | Reduced |
| Amalgamated Bank | 33,664 | $5.45M | 0.04% | +2,669+8.6% | Added |
| Westpac Banking Corp | 33,573 | $5.44M | 0.34% | −7,759−18.8% | Reduced |
| Carroll Investors, Inc | 33,490 | $5.43M | 2.59% | +12,443+59.1% | Added |
| Penserra Capital Management LLC | 33,260 | $5.39M | 0.06% | −3,064−8.4% | Reduced |
| Next Century Growth Investors LLC | 33,111 | $5.36M | 0.37% | +130.0% | Added |
| TCG Advisory Services, LLC | 32,981 | $5.34M | 0.15% | +2,760+9.1% | Added |
| LGT Group Foundation | 32,487 | $5.34M | 0.06% | −8,239−20.2% | Reduced |
| Davidson Capital Management Inc. | 32,861 | $5.32M | 1.15% | −1,383−4.0% | Reduced |
| Investment Management Corp of Ontario | 32,708 | $5.30M | 0.07% | +15,686+92.2% | Added |
| Azzad Asset Management Inc | 32,489 | $5.26M | 0.52% | +2,288+7.6% | Added |
| Scopus Asset Management, L.P. | 32,188 | $5.21M | 0.15% | −47,812−59.8% | Reduced |
| Strategic Global Advisors, LLC | 32,093 | $5.20M | 0.80% | −644−2.0% | Reduced |
| HCR Wealth Advisors | 32,015 | $5.19M | 0.51% | −536−1.6% | Reduced |
| National Bank of Canada | 31,514 | $5.10M | 0.01% | +2,184+7.4% | Added |
| Manufacturers Life Insurance Company, The | 31,316 | $5.07M | 0.00% | +4,426+16.5% | Added |
| DJE Kapital AG | 31,367 | $5.07M | 0.14% | +31,367 | New |
| Candriam Luxembourg S.C.A. | 31,238 | $5.06M | 0.03% | −10,498−25.2% | Reduced |
| Bank of Nova Scotia | 31,146 | $5.05M | 0.01% | +3,833+14.0% | Added |
| Mitchell Capital Management Co | 31,050 | $5.03M | 0.90% | −13,665−30.6% | Reduced |
| Ambassador Advisors, LLC | 30,976 | $5.02M | 0.74% | +807+2.7% | Added |
| Sovran Advisors, LLC | 29,071 | $5.02M | 0.43% | +483+1.7% | Added |
| Mirova | 30,825 | $4.99M | 0.72% | −1,391−4.3% | Reduced |
| FFG Partners, LLC | 30,750 | $4.98M | 1.44% | +30,750 | New |
| Moore Capital Management, LP | 30,452 | $4.93M | 0.10% | −297,487−90.7% | Reduced |
| Morse Asset Management, Inc | 30,194 | $4.89M | 0.98% | +2,204+7.9% | Added |
| Brant Point Investment Management LLC | 30,000 | $4.86M | 1.18% | −5,500−15.5% | Reduced |
| New Age Alpha Advisors, LLC | 30,000 | $4.86M | 0.21% | +25,000+500.0% | Added |
| Intech Investment Management LLC | 29,761 | $4.82M | 0.04% | −4,546−13.3% | Reduced |
| Seascape Capital Management | 29,632 | $4.80M | 1.36% | +557+1.9% | Added |
| Nia Impact Advisors, LLC | 29,273 | $4.74M | 1.59% | +180+0.6% | Added |
| Atlantic Union Bankshares Corp | 29,120 | $4.72M | 0.09% | +1,026+3.7% | Added |
| Tortoise Capital Advisors, L.L.C. | 29,008 | $4.70M | 0.06% | +4,808+19.9% | Added |
| Kieckhefer Group LLC | 28,754 | $4.66M | 2.22% | −7,650−21.0% | Reduced |
| Sciencast Management LP | 28,602 | $4.63M | 0.64% | +28,602 | New |
| Boothe Investment Group, Inc. | 28,544 | $4.62M | 1.65% | +658+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,537 | $4.62M | 0.22% | −10,405−26.7% | Reduced |
| Stonebridge Financial Group, LLC | 28,474 | $4.61M | 0.39% | −193−0.7% | Reduced |
| Mutual of America Capital Management LLC | 28,254 | $4.58M | 0.05% | +14,465+104.9% | Added |
| Bokf, NA | 28,148 | $4.56M | 0.07% | −16,087−36.4% | Reduced |
| Mezzasalma Advisors, LLC | 25,938 | $4.55M | 1.09% | +1,113+4.5% | Added |
| Trilogy Capital Inc. | 27,746 | $4.50M | 0.20% | +1,373+5.2% | Added |
| Sigma Planning Corp | 27,583 | $4.47M | 0.12% | +1,754+6.8% | Added |
| Walleye Capital LLC | 27,235 | $4.41M | 0.03% | +27,048+14,464.2% | Added |
| Allstate Corp | 27,153 | $4.40M | 0.06% | +13,945+105.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 26,996 | $4.39M | 0.01% | +10,817+66.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 27,034 | $4.38M | 0.15% | +1,874+7.4% | Added |
| Oak Harvest Investment Services | 27,024 | $4.38M | 0.48% | −3,626−11.8% | Reduced |
| HighPoint Advisor Group LLC | 26,907 | $4.36M | 0.10% | +3,930+17.1% | Added |
| Electron Capital Partners, LLC | 26,789 | $4.34M | 0.20% | −1,465−5.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 26,619 | $4.31M | 0.02% | +4,003+17.7% | Added |
| Trifecta Capital Advisors, LLC | 26,435 | $4.28M | 0.63% | +4,145+18.6% | Added |
| Prosperitas Financial LLC | 26,426 | $4.28M | 1.67% | +453+1.7% | Added |
| Equitable Trust Co | 26,307 | $4.26M | 0.19% | +26,307 | New |
| Viking Fund Management LLC | 26,000 | $4.21M | 0.49% | −7,000−21.2% | Reduced |
| CenterBook Partners LP | 25,595 | $4.15M | 0.20% | +15,924+164.7% | Added |
| FWL Investment Management, LLC | 25,438 | $4.12M | 0.99% | −2,898−10.2% | Reduced |
| Leeward Financial Partners, LLC | 25,346 | $4.11M | 1.15% | −21,369−45.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 25,237 | $4.09M | 0.19% | +25,237 | New |
| Sargent Investment Group, LLC | 25,205 | $4.08M | 0.51% | +82+0.3% | Added |
| Axxcess Wealth Management, LLC | 25,153 | $4.08M | 0.07% | +7,706+44.2% | Added |
| Ashton Thomas Private Wealth, LLC | 25,098 | $4.07M | 0.10% | +2,204+9.6% | Added |
| Telligent Fund, LP | 25,000 | $4.05M | 4.50% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,958 | $4.04M | 0.03% | +5,090+25.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 24,873 | $4.03M | 0.11% | +7,022+39.3% | Added |
| Wakefield Asset Management LLLP | 24,821 | $4.02M | 1.09% | −2,617−9.5% | Reduced |
| Global Retirement Partners, LLC | 24,629 | $3.99M | 0.07% | +6,998+39.7% | Added |