VERTIV HOLDINGS CO (VRT)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
79
Reporting holders
$197.3M
Reported value
0.3%
Calls
0.0%
Puts
-1,991
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $66.0M | 273,308 | 1.51% | 10q | -2.4%-$1.6M |
| SAPIENT CAPITAL LLC | $20.0M | 82,860 | 0.27% | 7q | -50.8%-$20.6M |
| Venture Visionary Partners LLC | $16.4M | 67,908 | 0.43% | 9q | +5.2%+$806.0K |
| Oak Grove Capital LLC | $12.4M | 51,469 | 0.56% | 10q | +13.4%+$1.5M |
| GLYNN CAPITAL MANAGEMENT LLC | $11.2M | 46,362 | 3.35% | 8q | -22.1%-$3.2M |
| Kessler Investment Group, LLC | $7.9M | 32,833 | 3.82% | 5q | -3.3%-$271.2K |
| Stonebridge Financial Group, LLC | $5.7M | 23,729 | 0.42% | 8q | +2.2%+$122.6K |
| Farther Finance Advisors, LLC | $5.1M | 21,090 | 0.04% | 15q | +3.9%+$190.6K |
| CoreCap Advisors, LLC | $3.4M | 14,249 | 0.10% | 11q | +148.2%+$2.1M |
| Werlinich Asset Management, LLC | $3.3M | 13,795 | 1.29% | 9q | HELD |
| Bell Asset Management Ltd | $2.7M | 11,047 | 0.96% | new | NEW |
| ARGENT CAPITAL MANAGEMENT LLC | $2.6M | 10,607 | 0.08% | 5q | -20.7%-$666.3K |
| Valeo Financial Advisors, LLC | $2.5M | 10,265 | 0.05% | 6q | +3.3%+$79.9K |
| VALLEY WEALTH MANAGERS, INC. | $2.3M | 9,591 | 0.13% | 4q | +3.2%+$72.6K |
| Castle Rock Wealth Management, LLC | $2.3M | 9,128 | 0.43% | 6q | -42.1%-$1.7M |
| Everhart Financial Group, Inc. | $2.1M | 8,513 | 0.13% | 6q | -0.8%-$16.4K |
| Wedmont Private Capital | $1.9M | 7,823 | 0.05% | 10q | +57.0%+$691.9K |
| Cadent Capital Advisors, LLC | $1.9M | 7,884 | 0.41% | new | NEW |
| Silverleafe Capital Partners, LLC | $1.7M | 7,108 | 0.49% | 3q | +15.0%+$223.7K |
| GAMMA Investing LLC | $1.7M | 6,879 | 0.06% | 12q | -1.5%-$24.9K |
| EASTERN BANK | $1.6M | 6,665 | 0.02% | 9q | +3.7%+$57.4K |
| MRA Advisory Group | $1.5M | 6,172 | 0.56% | 7q | +17.8%+$225.4K |
| Wealth Enhancement Trust Services, Inc. | $1.4M | 5,814 | 0.15% | 4q | -6.3%-$94.8K |
| TOTH FINANCIAL ADVISORY CORP | $1.3M | 5,412 | 0.13% | 7q | +1.9%+$24.9K |
| Family Legacy Financial Solutions, LLC | $1.3M | 5,292 | 0.74% | 6q | +99.4%+$636.5K |
| CONGRESS ASSET MANAGEMENT CO | $1.2M | 5,000 | 0.01% | 13q | HELD |
| FIRST COMMUNITY TRUST NA | $1.2M | 4,774 | 0.38% | 11q | +32.1%+$279.7K |
| RFG - Bristol Wealth Advisors, LLC | $1.0M | 4,306 | 0.25% | 8q | +1.7%+$16.9K |
| Tactive Advisors, LLC | $970.5K | 4,022 | 0.23% | 6q | +2.2%+$21.0K |
| Hummer Financial Advisory Services Inc | $844.6K | 3,500 | 0.55% | 11q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $695.2K | 2,881 | 0.14% | 4q | +45.5%+$217.4K |
| Plan A Wealth LLC | $631.8K | 2,618 | 0.23% | 5q | +0.9%+$5.8K |
| ROCKLAND TRUST CO | $615.1K | 2,549 | 0.02% | 6q | +8.1%+$46.1K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $593.9K | 2,461 | 0.31% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $584.5K | 2,422 | 0.04% | 6q | -6.3%-$39.3K |
| Elm3 Financial Group, LLC | $576.5K | 2,389 | 0.38% | 8q | -4.1%-$24.6K |
| Galvin, Gaustad & Stein, LLC | $476.3K | 1,973 | 0.04% | 6q | +22.7%+$88.1K |
| Nautilus Advisors LLC | $465.1K | 1,928 | 0.28% | 6q | -8.1%-$41.3K |
| Avidian Wealth Enterprises, LLC | $462.7K | 1,917 | 0.01% | 3q | +75.2%+$198.6K |
| Vann Equity Management LLC | $449.7K | 1,864 | 0.27% | 3q | -0.8%-$3.6K |
| Trinity Financial Advisors LLC | $377.4K | 1,564 | 0.10% | 6q | -62.1%-$618.7K |
| Veracity Capital LLC | $370.4K | 1,535 | 0.10% | 9q | -61.0%-$578.3K |
| Marathon Mission, Inc. | $369.9K | 1,533 | 0.19% | 5q | +9.8%+$33.1K |
| CenterStar Asset Management, LLC | $362.0K | options only | 0.09% | 3q | OPTIONS |
| GILPIN WEALTH MANAGEMENT, LLC | $351.3K | 1,456 | 0.24% | 4q | -7.0%-$26.3K |
| YHB Investment Advisors, Inc. | $338.6K | 1,403 | 0.02% | 3q | -1.4%-$4.8K |
| Apella Capital, LLC | $332.1K | 847 | 0.00% | new | NEW |
| David J Yvars Group | $294.4K | 1,220 | 0.14% | new | NEW |
| Versant Capital Management, Inc | $292.5K | 1,212 | 0.03% | 17q | +4.8%+$13.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $286.9K | 1,138 | 0.04% | 3q | HELD |
| Cooper Financial Group | $272.2K | 1,128 | 0.02% | 2q | -26.3%-$97.2K |
| MassMutual Private Wealth & Trust, FSB | $272.2K | 1,128 | 0.01% | 13q | -20.5%-$70.2K |
| RIVERSEDGE ADVISORS, LLC | $261.8K | 1,085 | 0.03% | 2q | +27.8%+$57.0K |
| Acropolis Investment Management, LLC | $243.2K | 1,008 | 0.01% | 3q | -49.0%-$234.1K |
| Sunburst Financial Group, LLC | $235.3K | 975 | 0.04% | 2q | +31.0%+$55.7K |
| Sound Income Strategies, LLC | $224.8K | 922 | 0.01% | 5q | -59.7%-$333.3K |
| MFA WEALTH ADVISORS, LLC | $215.5K | 893 | 0.04% | 3q | HELD |
| City Center Advisors, LLC | $210.2K | 871 | 0.16% | new | NEW |
| Bank of New Hampshire | $184.1K | 763 | 0.04% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $151.3K | 627 | 0.01% | 10q | -19.4%-$36.4K |
| Central Pacific Bank - Trust Division | $144.8K | 600 | 0.02% | 11q | -90.0%-$1.3M |
| AMERICAN NATIONAL BANK & TRUST | $125.7K | 521 | 0.01% | 7q | +4.8%+$5.8K |
| STEPH & CO | $98.7K | 409 | 0.03% | 26q | HELD |
| GoalVest Advisory LLC | $70.4K | 35,278 | 0.01% | 3q | +23736.5%+$70.1K |
| GK Wealth Management LLC | $63.6K | 263 | 0.04% | new | NEW |
| Noble Wealth Management PBC | $48.3K | 200 | 0.02% | 4q | -1.0% |
| Grove Bank & Trust | $38.1K | 158 | 0.00% | 6q | +4.6%+$1.7K |
| Investors Research Corp | $35.0K | 145 | 0.01% | 10q | HELD |
| BURKETT FINANCIAL SERVICES, LLC | $35.0K | 145 | 0.01% | new | NEW |
| Rosenberg Matthew Hamilton | $34.3K | 142 | 0.01% | 9q | HELD |
| Trust Co | $26.8K | 111 | 0.00% | 4q | +1.8% |
| NEVILLE RODIE & SHAW INC | $12.2K | 50,441 | 0.83% | 10q | -14.9%-$2.1K |
| Retirement Wealth Solutions LLC | $12.1K | 50 | 0.01% | 5q | -20.6%-$3.1K |
| Marquette Asset Management, LLC | $11.8K | 49 | 0.00% | 5q | HELD |
| MJT & Associates Financial Advisory Group, Inc. | $11.6K | 49 | 0.01% | 7q | +19.5%+$1.9K |
| Bullock Wealth Management Group | $9.8K | 40 | 0.00% | 3q | HELD |
| Coastline Trust Co | $9.7K | 40 | 0.00% | 3q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $7.2K | 30 | 0.00% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $7.2K | 30 | 0.00% | 5q | HELD |
| Planning Strategies Inc. | $7.2K | 30 | 0.00% | 2q | +7.1% |
| Polaris Financial Partners | $4.2K | 17,435 | 1.89% | new | FIRST |
| Westwind Capital | $4.2K | 17,449 | 0.99% | 2q | -49.8%-$4.2K |
| Davis Capital Management | $2.4K | 10 | 0.00% | 5q | -16.7% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $748 | 3,100 | 0.53% | 6q | HELD |
| CX Institutional | $127 | 527 | 0.00% | 7q | +750.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-02 | 2026-09-01 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | MONSER EDWARD L | Director | Sold | 15,287 | $3.9M ×8 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $197.3M | 814,737 | 9 | 30 | 26 | 0.3% |
| Q2 2026 | 2,070 | $125.9B | 337,589,764 | 328 | 799 | 672 | 10.9% |
| Q1 2026 | 1,845 | $89.4B | 321,012,753 | 342 | 631 | 614 | 10.3% |
| Q4 2025 | 1,627 | $57.5B | 302,367,959 | 216 | 574 | 536 | 14.8% |
| Q3 2025 | 1,453 | $53.4B | 305,711,986 | 257 | 567 | 429 | 13.7% |
| Q2 2025 | 1,322 | $48.0B | 308,532,407 | 288 | 526 | 356 | 17.5% |
| Q1 2025 | 1,160 | $25.2B | 302,213,281 | 203 | 524 | 319 | 12.9% |
| Q4 2024 | 1,207 | $38.7B | 311,886,641 | 208 | 431 | 365 | 8.1% |
| Q3 2024 | 1,034 | $36.3B | 335,406,391 | 228 | 414 | 289 | 7.9% |
| Q2 2024 | 916 | $30.5B | 328,183,837 | 233 | 336 | 259 | 6.9% |
| Q1 2024 | 766 | $27.9B | 319,797,656 | 233 | 233 | 227 | 6.6% |
| Q4 2023 | 592 | $17.6B | 349,592,017 | 176 | 171 | 178 | 4.5% |
| Q3 2023 | 461 | $13.1B | 342,232,797 | 140 | 138 | 143 | 3.0% |
| Q2 2023 | 352 | $8.7B | 341,379,519 | 91 | 86 | 137 | 3.1% |
| Q1 2023 | 297 | $5.1B | 353,356,355 | 49 | 101 | 92 | 1.2% |
| Q4 2022 | 287 | $4.7B | 342,070,150 | 64 | 82 | 88 | 0.9% |
| Q3 2022 | 252 | $3.4B | 350,735,635 | 28 | 95 | 77 | 0.3% |
| Q2 2022 | 281 | $2.8B | 336,226,891 | 47 | 87 | 94 | 0.6% |
| Q1 2022 | 291 | $4.7B | 332,586,691 | 55 | 121 | 71 | 0.6% |
| Q4 2021 | 306 | $8.2B | 327,187,404 | 35 | 126 | 72 | 0.3% |
| Q3 2021 | 293 | $7.8B | 324,182,799 | 37 | 93 | 102 | 0.3% |
| Q2 2021 | 293 | $9.2B | 336,960,673 | 58 | 102 | 79 | 0.2% |
| Q1 2021 | 277 | $6.6B | 328,527,498 | 62 | 124 | 57 | 0.4% |
| Q4 2020 | 255 | $6.0B | 319,331,814 | 66 | 102 | 47 | 0.4% |
| Q3 2020 | 204 | $5.1B | 296,110,253 | 64 | 72 | 40 | 0.0% |
| Q2 2020 | 157 | $4.0B | 292,462,220 | 80 | 32 | 29 | 0.1% |
| Q1 2020 | 101 | $2.3B | 262,243,693 | 98 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $20.2M | 1,826,880 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $4.0K | 157 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $4.0K | 157 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.0K | 157 | 1 | 0 | 0 | 0.0% |