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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 10,009 | $1.62M | 0.44% | −2,847−22.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,997 | $1.62M | 0.00% | −466,577−97.9% | Reduced |
| J. Safra Sarasin Holding AG | 9,965 | $1.61M | 0.03% | −19,410−66.1% | Reduced |
| Abundance Wealth Counselors | 9,920 | $1.61M | 0.27% | −245−2.4% | Reduced |
| StoneCrest Wealth Management, Inc. | 9,888 | $1.60M | 0.65% | +921+10.3% | Added |
| Coldstream Capital Management Inc | 9,824 | $1.59M | 0.02% | −8−0.1% | Reduced |
| Maxi Investments CY Ltd | 9,800 | $1.59M | 0.29% | +9,800 | New |
| Alps Advisors Inc | 9,799 | $1.59M | 0.01% | −24−0.2% | Reduced |
| Change Path, LLC | 9,790 | $1.59M | 0.04% | −856−8.0% | Reduced |
| Bannerstone Capital Management, LLC | 9,718 | $1.57M | 1.51% | +9,718 | New |
| Harmony Asset Management LLC | 9,705 | $1.57M | 0.53% | +3,995+70.0% | Added |
| Phoenix Holdings Ltd. | 13,512 | $1.57M | 0.02% | −13,692−50.3% | Reduced |
| Cladis Investment Advisory, LLC | 9,600 | $1.56M | 0.85% | −2,100−17.9% | Reduced |
| Prosperity Wealth Management, Inc. | 9,560 | $1.55M | 0.52% | +536+5.9% | Added |
| Principal Financial Group Inc | 9,553 | $1.55M | 0.00% | −4,716−33.1% | Reduced |
| Kennedy Investment Group | 9,472 | $1.53M | 0.58% | −6,022−38.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,469 | $1.53M | 0.07% | −2,134−18.4% | Reduced |
| Ring Mountain Capital, LLC | 8,664 | $1.53M | 0.79% | +529+6.5% | Added |
| Advocacy Wealth Management Services, LLC | 9,451 | $1.53M | 0.06% | +9,451 | New |
| Citizens Financial Group Inc | 9,430 | $1.53M | 0.02% | +670+7.6% | Added |
| Chesley Taft & Associates LLC | 9,424 | $1.53M | 0.06% | +255+2.8% | Added |
| Vise Technologies, Inc. | 9,414 | $1.53M | 0.03% | +1,432+17.9% | Added |
| Paradigm Financial Partners, LLC | 9,412 | $1.52M | 0.15% | +502+5.6% | Added |
| Belpointe Asset Management LLC | 9,368 | $1.52M | 0.05% | −635−6.3% | Reduced |
| Fisher Funds Management LTD | 9,298 | $1.51M | 0.04% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 9,085 | $1.49M | 0.14% | +7,616+518.4% | Added |
| Mawer Investment Management Ltd. | 9,143 | $1.48M | 0.01% | +9,143 | New |
| Lecap Asset Management Ltd | 9,051 | $1.47M | 0.58% | +3,737+70.3% | Added |
| Portolan Capital Management, LLC | 9,039 | $1.46M | 0.08% | −91,560−91.0% | Reduced |
| United Capital Financial Advisers, LLC | 8,987 | $1.46M | 0.01% | +697+8.4% | Added |
| Valeo Financial Advisors, LLC | 8,935 | $1.45M | 0.03% | +3,390+61.1% | Added |
| AE Wealth Management LLC | 8,883 | $1.44M | 0.01% | −2,367−21.0% | Reduced |
| Meridian Wealth Management, LLC | 8,880 | $1.44M | 0.05% | +6,038+212.5% | Added |
| Prakash Investment Advisors LLC | 8,870 | $1.44M | 1.09% | −470−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 8,827 | $1.43M | 0.11% | +2,227+33.7% | Added |
| Westover Capital Advisors, LLC | 8,791 | $1.42M | 0.26% | +1,187+15.6% | Added |
| Quantitative Investment Management, LLC | 8,739 | $1.42M | 0.14% | −1,877−17.7% | Reduced |
| Natixis | 8,727 | $1.41M | 0.01% | −25,138−74.2% | Reduced |
| Waterloo Capital, L.P. | 8,694 | $1.41M | 0.10% | +7,293+520.6% | Added |
| Element Pointe Advisors, LLC | 8,693 | $1.41M | 0.27% | −4,351−33.4% | Reduced |
| Titiun Yejiel | 8,650 | $1.40M | 1.72% | +8,650 | New |
| Oakmont Investment Advisors, Inc. | 8,615 | $1.40M | 1.02% | +8,615 | New |
| E. Ohman J:or Asset Management AB | 8,592 | $1.39M | 0.03% | +8,592 | New |
| Flputnam Investment Management Co | 8,536 | $1.38M | 0.02% | −745−8.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 7,922 | $1.38M | 0.03% | +373+4.9% | Added |
| Plato Investment Management Ltd | 8,462 | $1.38M | 0.09% | −363−4.1% | Reduced |
| Harvest Investment Services, LLC | 8,484 | $1.37M | 0.26% | −203−2.3% | Reduced |
| New England Research & Management, Inc. | 8,429 | $1.37M | 0.60% | −5,681−40.3% | Reduced |
| Daybright Advisory Services, Inc. | 8,389 | $1.36M | 0.36% | +8,389 | New |
| WealthPlan Investment Management, LLC | 8,374 | $1.36M | 0.09% | +120+1.5% | Added |
| Formidable Asset Management, LLC | 8,950 | $1.35M | 0.20% | −334−3.6% | Reduced |
| Gardner Lewis Asset Management L P | 8,317 | $1.35M | 0.34% | +3,162+61.3% | Added |
| Beacon Pointe Advisors, LLC | 8,292 | $1.34M | 0.01% | −1,070−11.4% | Reduced |
| Intellectus Partners, LLC | 8,275 | $1.34M | 0.26% | −100−1.2% | Reduced |
| Everhart Financial Group, Inc. | 8,264 | $1.34M | 0.12% | +3,310+66.8% | Added |
| Gemmer Asset Management LLC | 8,206 | $1.33M | 0.10% | +8+0.1% | Added |
| Parallel Advisors, LLC | 8,101 | $1.31M | 0.02% | +3,359+70.8% | Added |
| EdgeRock Capital LLC | 8,042 | $1.30M | 0.35% | −737−8.4% | Reduced |
| Richmond Investment Services, LLC | 8,014 | $1.30M | 0.22% | +684+9.3% | Added |
| Osmosis Investment Management UK Ltd | 7,964 | $1.29M | 0.03% | +7,964 | New |
| Arlington Capital Management, Inc. | 7,883 | $1.28M | 0.79% | −879−10.0% | Reduced |
| GM Advisory Group, Inc. | 7,864 | $1.27M | 0.05% | −1,373−14.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,820 | $1.27M | 0.44% | +199+2.6% | Added |
| JBR Co Financial Management Inc | 7,817 | $1.27M | 0.53% | −8−0.1% | Reduced |
| Congress Asset Management Co | 7,800 | $1.26M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,778 | $1.26M | 0.01% | +1,452+23.0% | Added |
| LGT Fund Management Co Ltd. | 7,448 | $1.22M | 0.10% | +7,448 | New |
| Dynamic Advisor Solutions LLC | 7,533 | $1.22M | 0.04% | −1,881−20.0% | Reduced |
| Qtron Investments LLC | 7,501 | $1.22M | 0.16% | −721−8.8% | Reduced |
| Machina Capital S.A.S. | 7,472 | $1.21M | 0.23% | +7,472 | New |
| Westport Asset Management Inc | 8,000 | $1.21M | 0.50% | 00.0% | Unchanged |
| Massar Capital Management, LP | 7,400 | $1.20M | 0.24% | 00.0% | Unchanged |
| AIA Group Ltd | 7,392 | $1.20M | 0.02% | −33,109−81.7% | Reduced |
| Keybank National Association | 7,369 | $1.19M | 0.00% | −472−6.0% | Reduced |
| Delta Investment Management, LLC | 7,307 | $1.18M | 0.21% | +583+8.7% | Added |
| LDR Capital Management LLC | 7,301 | $1.18M | 1.64% | −2,068−22.1% | Reduced |
| Generali Asset Management SPA SGR | 7,230 | $1.17M | 0.02% | −6,900−48.8% | Reduced |
| Signaturefd, LLC | 7,220 | $1.17M | 0.02% | +642+9.8% | Added |
| Emerald Advisers, LLC | 7,216 | $1.17M | 0.04% | −323−4.3% | Reduced |
| Simon Quick Advisors, LLC | 7,214 | $1.17M | 0.05% | −74−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 7,212 | $1.17M | 0.02% | −1,267−14.9% | Reduced |
| Braeburn Wealth Management LLC | 7,171 | $1.16M | 0.59% | +7,171 | New |
| Mount Yale Investment Advisors, LLC | 7,161 | $1.16M | 0.06% | −675−8.6% | Reduced |
| Rakuten Securities, Inc. | 7,150 | $1.16M | 0.38% | +1,554+27.8% | Added |
| Essential Partners LLC | 7,099 | $1.15M | 0.35% | +377+5.6% | Added |
| Perbak Capital Partners LLP | 7,090 | $1.15M | 0.35% | +7,090 | New |
| OneAscent Financial Services LLC | 7,081 | $1.15M | 0.11% | +162+2.3% | Added |
| Oak Thistle LLC | 7,069 | $1.15M | 0.16% | +7,069 | New |
| Aspire Private Capital, LLC | 7,062 | $1.14M | 0.25% | −4,734−40.1% | Reduced |
| BankChampaign, National Association | 7,056 | $1.14M | 1.13% | +7,056 | New |
| DSG Capital Advisors, LLC | 6,594 | $1.14M | 0.17% | +2,230+51.1% | Added |
| Hartford Funds Management Co LLC | 7,001 | $1.13M | 0.09% | +1,210+20.9% | Added |
| Rithm Capital Corp. | 7,000 | $1.13M | 2.64% | +1,000+16.7% | Added |
| Nierenberg Investment Management Company, Inc. | 7,000 | $1.13M | 0.57% | +7,000 | New |
| Morris Retirement Advisors, LLC | 6,998 | $1.13M | 0.48% | +46+0.7% | Added |
| Richard W. Paul & Associates, LLC | 6,961 | $1.13M | 0.37% | −1,814−20.7% | Reduced |
| Siemens Fonds Invest GmbH | 6,844 | $1.12M | 0.06% | +1,798+35.6% | Added |
| New Wave Wealth Advisors LLC | 6,938 | $1.12M | 0.41% | +977+16.4% | Added |
| Principal Securities, Inc. | 6,929 | $1.12M | 0.02% | +1,101+18.9% | Added |
| Cloverfields Capital Group, LP | 6,925 | $1.12M | 0.35% | −2,764−28.5% | Reduced |