# VERTIV HOLDINGS CO (VRT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VRT/

- Reporting holders: 79
- Reported value: $197.3M
- Held through calls: 0.3%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ZEVENBERGEN CAPITAL INVESTMENTS LLC](https://holderbook.com/funds/1276918-zevenbergen-capital-investments-llc/) | $66.0M | 273,308 | 1.5% | 10 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $20.0M | 82,860 | 0.3% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $16.4M | 67,908 | 0.4% | 9 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $12.4M | 51,469 | 0.6% | 10 |
| [GLYNN CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/911270-glynn-capital-management-llc/) | $11.2M | 46,362 | 3.3% | 8 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $7.9M | 32,833 | 3.8% | 5 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $5.7M | 23,729 | 0.4% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.1M | 21,090 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.4M | 14,249 | 0.1% | 11 |
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $3.3M | 13,795 | 1.3% | 9 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.7M | 11,047 | 1.0% | 1 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $2.6M | 10,607 | 0.1% | 5 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $2.5M | 10,265 | 0.1% | 6 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $2.3M | 9,591 | 0.1% | 4 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.3M | 9,128 | 0.4% | 6 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $2.1M | 8,513 | 0.1% | 6 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.9M | 7,823 | 0.0% | 10 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $1.9M | 7,884 | 0.4% | 1 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $1.7M | 7,108 | 0.5% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.7M | 6,879 | 0.1% | 12 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.6M | 6,665 | 0.0% | 9 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $1.5M | 6,172 | 0.6% | 7 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.4M | 5,814 | 0.1% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.3M | 5,412 | 0.1% | 7 |
| [Family Legacy Financial Solutions, LLC](https://holderbook.com/funds/2076068-family-legacy-financial-solutions-llc/) | $1.3M | 5,292 | 0.7% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 79 | $197.3M |
| Q2 2026 | 2,070 | $125.9B |
| Q1 2026 | 1,845 | $89.4B |
| Q4 2025 | 1,627 | $57.5B |
| Q3 2025 | 1,453 | $53.4B |
| Q2 2025 | 1,322 | $48.0B |
| Q1 2025 | 1,160 | $25.2B |
| Q4 2024 | 1,207 | $38.7B |
| Q3 2024 | 1,034 | $36.3B |
| Q2 2024 | 916 | $30.5B |
| Q1 2024 | 766 | $27.9B |
| Q4 2023 | 592 | $17.6B |