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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 6,851 | $1.11M | 0.35% | −500−6.8% | Reduced |
| Farther Finance Advisors, LLC | 6,846 | $1.11M | 0.01% | −856−11.1% | Reduced |
| Axq Capital, LP | 6,819 | $1.10M | 0.25% | +1,229+22.0% | Added |
| McLaughlin Asset Management, Inc. | 6,818 | $1.10M | 0.99% | +6,818 | New |
| Peterson Wealth Services | 6,784 | $1.10M | 0.28% | −14,852−68.6% | Reduced |
| Chicago Partners Investment Group LLC | 6,022 | $1.10M | 0.03% | −381−6.0% | Reduced |
| Daymark Wealth Partners, LLC | 6,765 | $1.10M | 0.03% | +1,642+32.1% | Added |
| Fifth Third Bancorp | 6,716 | $1.09M | 0.00% | +5,648+528.8% | Added |
| Clearstead Advisors, LLC | 6,715 | $1.09M | 0.01% | −1,042−13.4% | Reduced |
| Ostrum Asset Management | 6,672 | $1.08M | 0.05% | −1,741−20.7% | Reduced |
| Sax Wealth Advisors, LLC | 6,666 | $1.08M | 0.05% | +2,437+57.6% | Added |
| Arthur M. Cohen & Associates, LLC | 6,655 | $1.08M | 0.18% | +680+11.4% | Added |
| Woodline Partners LP | 6,635 | $1.07M | 0.00% | −110,851−94.4% | Reduced |
| Capital Analysts, LLC | 6,589 | $1.07M | 0.03% | +32+0.5% | Added |
| Dover Advisors, LLC | 6,582 | $1.07M | 0.41% | −63−0.9% | Reduced |
| Parcion Private Wealth LLC | 6,541 | $1.06M | 0.06% | +234+3.7% | Added |
| Investment Research Partners LLC | 6,540 | $1.06M | 0.46% | 00.0% | Unchanged |
| Atom Investors LP | 6,536 | $1.06M | 0.08% | +6,536 | New |
| Pensionmark Financial Group, LLC | 6,457 | $1.05M | 0.02% | +1,656+34.5% | Added |
| CoreCap Advisors, LLC | 6,417 | $1.04M | 0.04% | +841+15.1% | Added |
| Cannon Global Investment Management, LLC | 6,400 | $1.04M | 2.75% | −100−1.5% | Reduced |
| Harbour Investments, Inc. | 6,311 | $1.02M | 0.02% | +1,757+38.6% | Added |
| China Universal Asset Management Co., Ltd. | 6,271 | $1.02M | 0.08% | +6,271 | New |
| Astoria Portfolio Advisors LLC. | 4,139 | $1.02M | 0.23% | +1,553+60.1% | Added |
| Ellevest, Inc. | 6,268 | $1.02M | 0.14% | +327+5.5% | Added |
| Hohimer Wealth Management, LLC | 6,264 | $1.01M | 0.14% | +48+0.8% | Added |
| Mosley Wealth Management | 6,061 | $1.01M | 0.46% | +6,061 | New |
| Belvedere Trading LLC | 6,254 | $1.01M | 0.19% | −1,651−20.9% | Reduced |
| EP Wealth Advisors, LLC | 6,236 | $1.01M | 0.01% | +6,236 | New |
| Inceptionr LLC | 6,227 | $1.01M | 0.28% | +6,227 | New |
| IAM Advisory, LLC | 6,222 | $1.01M | 0.22% | +333+5.7% | Added |
| FSA Advisors, Inc. | 6,213 | $1.01M | 0.70% | +6,213 | New |
| WealthTrust Asset Management, LLC | 6,185 | $1.00M | 0.70% | −255−4.0% | Reduced |
| Gsa Capital Partners LLP | 6,159 | $998.0K | 0.09% | +6,159 | New |
| Volterra Technologies LP | 6,160 | $998.0K | 1.02% | +6,160 | New |
| National Asset Management, Inc. | 6,140 | $994.7K | 0.05% | −104−1.7% | Reduced |
| Atria Investments LLC | 6,104 | $988.9K | 0.01% | −1,546−20.2% | Reduced |
| Two Sigma Securities, LLC | 6,089 | $986.5K | 0.14% | +6,089 | New |
| CSM Advisors, LLC | 6,091 | $982.0K | 0.03% | +1,095+21.9% | Added |
| Banco Santander, S.A. | 6,039 | $978.4K | 0.01% | −324−5.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 6,033 | $977.4K | 0.52% | +6,033 | New |
| Evolve Private Wealth, LLC | 6,015 | $974.5K | 0.06% | +6,015 | New |
| Laurion Capital Management LP | 6,000 | $972.1K | 0.07% | +6,000 | New |
| Green Square Capital Advisors LLC | 5,995 | $971.3K | 0.10% | +495+9.0% | Added |
| Central Pacific Bank - Trust Division | 5,989 | $970.3K | 0.12% | +4,889+444.5% | Added |
| Worldquant Millennium Advisors LLC | 5,966 | $966.6K | 0.00% | +5,966 | New |
| Lido Advisors, LLC | 6,217 | $961.7K | 0.00% | −667−9.7% | Reduced |
| Marin Bay Wealth Advisors, LLC | 5,929 | $960.6K | 0.55% | +5,929 | New |
| Oxford Wealth Group, LLC | 5,906 | $956.8K | 0.47% | +5,906 | New |
| Berbice Capital Management LLC | 5,900 | $955.9K | 0.57% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,891 | $954.3K | 0.01% | +4,050+220.0% | Added |
| VestGen Advisors, LLC | 5,859 | $949.2K | 0.04% | +5,859 | New |
| Brown Advisory Inc | 5,836 | $945.5K | 0.00% | −34,297−85.5% | Reduced |
| Stock Yards Bank & Trust Co | 5,813 | $941.8K | 0.03% | −37−0.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,790 | $938.0K | 0.10% | +5,790 | New |
| Principal Street Partners, LLC | 5,783 | $936.9K | 0.16% | −409−6.6% | Reduced |
| Waddell & Associates, LLC | 5,776 | $935.8K | 0.06% | +378+7.0% | Added |
| Friedenthal Financial | 5,740 | $929.9K | 0.48% | +5,740 | New |
| S.A. Mason LLC | 5,728 | $928.0K | 0.37% | −125−2.1% | Reduced |
| Hobbs Group Advisors, LLC | 5,696 | $922.8K | 0.28% | +156+2.8% | Added |
| Veracity Capital LLC | 5,621 | $910.7K | 0.27% | +94+1.7% | Added |
| National Wealth Management Group, LLC | 5,614 | $909.5K | 0.32% | +5,614 | New |
| Hudock, Inc. | 5,605 | $908.1K | 0.13% | +82+1.5% | Added |
| Precision Wealth Strategies, LLC | 5,602 | $907.6K | 0.29% | +402+7.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,587 | $905.1K | 0.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 5,574 | $903.1K | 0.02% | −4,565−45.0% | Reduced |
| Yousif Capital Management, LLC | 5,138 | $900.1K | 0.01% | −305−5.6% | Reduced |
| Mosaic Advisors LLC | 5,545 | $898.3K | 1.73% | 00.0% | Unchanged |
| Win Advisors, Inc | 5,541 | $897.7K | 0.38% | +5,541 | New |
| Hilton Head Capital Partners, LLC | 5,529 | $895.8K | 0.52% | +5,529 | New |
| Greenberg Financial Group | 5,515 | $893.5K | 0.37% | +5,515 | New |
| Campbell & CO Investment Adviser LLC | 5,511 | $892.8K | 0.04% | −3,087−35.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,493 | $889.9K | 0.58% | +1,293+30.8% | Added |
| Sivia Capital Partners, LLC | 5,491 | $889.6K | 0.18% | +906+19.8% | Added |
| DB&C Advisors, LLC | 5,472 | $886.5K | 1.11% | +5,472 | New |
| Centaurus Financial, Inc. | 5,450 | $883.0K | 0.04% | +3,238+146.4% | Added |
| MCF Advisors LLC | 5,446 | $882.3K | 0.05% | +5,446 | New |
| San Luis Wealth Advisors LLC | 5,445 | $882.1K | 0.15% | +2,483+83.8% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,436 | $880.7K | 0.05% | +5,436 | New |
| Catalyst Capital Advisors LLC | 5,425 | $878.9K | 0.02% | −2,425−30.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,386 | $872.6K | 0.10% | +497+10.2% | Added |
| Wright Investors Service Inc | 5,356 | $867.7K | 0.26% | −1,284−19.3% | Reduced |
| Cornerstone Wealth Management, LLC | 5,353 | $867.2K | 0.05% | +1,321+32.8% | Added |
| Eastern Bank | 5,330 | $863.5K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 5,325 | $862.7K | 0.03% | +8+0.2% | Added |
| Tempo Wealth, LLC | 5,299 | $858.4K | 0.15% | +5,299 | New |
| Prestige Wealth Management Group LLC | 5,293 | $857.5K | 0.16% | −2,467−31.8% | Reduced |
| Clear Harbor Asset Management, LLC | 5,289 | $856.9K | 0.06% | −5,543−51.2% | Reduced |
| Integrity Alliance, LLC. | 5,284 | $856.1K | 0.03% | +250+5.0% | Added |
| Quadcap Wealth Management, LLC | 5,283 | $856.0K | 0.10% | −102−1.9% | Reduced |
| Custom Index Systems, LLC | 5,259 | $852.0K | 0.38% | −357−6.4% | Reduced |
| Insight Wealth Partners, LLC | 5,254 | $851.2K | 0.35% | +907+20.9% | Added |
| D.A. Davidson & Co. | 5,251 | $850.7K | 0.01% | −6,792−56.4% | Reduced |
| Burling Wealth Partners, LLC | 5,228 | $847.0K | 0.13% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5,221 | $845.9K | 0.09% | +10.0% | Added |
| Krane Funds Advisors LLC | 5,218 | $845.4K | 0.03% | −1,671−24.3% | Reduced |
| Prelude Capital Management, LLC | 5,205 | $843.3K | 0.06% | −2,028−28.0% | Reduced |
| Accent Capital Management, LLC | 5,205 | $843.3K | 0.36% | −216−4.0% | Reduced |
| WBI Investments | 5,203 | $842.9K | 0.22% | −5,634−52.0% | Reduced |
| Integrated Wealth Concepts LLC | 5,124 | $830.2K | 0.01% | −11,081−68.4% | Reduced |