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Who Owns Vertiv Holdings Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Vertiv Holdings Co.

Who crossed 5% of VRT →
Managers holding
76
as of 2026-09-30
Reported value
$206.2M
summed across filings
Shares held
853.8K
Added vs trimmed
29 / 27
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
ZEVENBERGEN CAPITAL INVESTMENTS LLCCOM273.3K shtrimmed$66M
SAPIENT CAPITAL LLCCOM CL A82.9K shtrimmed$20M
Venture Visionary Partners LLCCOM CL A67.9K shadded$16.4M
Oak Grove Capital LLCCOM CL A51.5K shadded$12.4M
NEVILLE RODIE & SHAW INCCOM50.4K shtrimmed$12.2M
GLYNN CAPITAL MANAGEMENT LLCCOM46.4K shtrimmed$11.2M
Kessler Investment Group, LLCCOM CL A32.8K shtrimmed$7.9M
Farther Finance Advisors, LLCStock21.1K shadded$5.1M
Westwind CapitalStock17.4K shtrimmed$4.2M
CoreCap Advisors, LLCStock14.2K shadded$3.4M
Werlinich Asset Management, LLCCOM CL A13.8K shadded$3.3M
Bell Asset Management LtdCOM CL A11K sh—$2.7M
ARGENT CAPITAL MANAGEMENT LLCCOM10.6K shtrimmed$2.6M
Valeo Financial Advisors, LLCStock10.3K shadded$2.5M
VALLEY WEALTH MANAGERS, INC.Stock9.6K shadded$2.3M
Castle Rock Wealth Management, LLCCOM CL A9.1K shtrimmed$2.3M
Everhart Financial Group, Inc.COM CL A8.5K shtrimmed$2.1M
Wedmont Private CapitalCOM CL A7.8K shadded$1.9M
Cadent Capital Advisors, LLCCOM CL A7.9K sh—$1.9M
GAMMA Investing LLCCommon Stock6.9K shtrimmed$1.7M
EASTERN BANKCOM CL A6.7K shadded$1.6M
MRA Advisory GroupCOM CL A6.2K shadded$1.5M
Wealth Enhancement Trust Services, Inc.COM CL A5.8K shadded$1.4M
TOTH FINANCIAL ADVISORY CORPCOM CL A5.4K shadded$1.3M
Family Legacy Financial Solutions, LLCCL A5.3K shadded$1.3M
CONGRESS ASSET MANAGEMENT COCOM5K shheld$1.2M
FIRST COMMUNITY TRUST NACOM CL A4.8K shadded$1.2M
RFG - Bristol Wealth Advisors, LLCCOM CL A4.3K shadded$1M
Tactive Advisors, LLCCOM CL A4K shadded$970.6K
Hummer Financial Advisory Services IncCOM CL A3.5K shheld$844.6K
MAGNOLIA CAPITAL MANAGEMENT LTDCOM3.1K shheld$748K
CYPRESS ASSET MANAGEMENT INC/TXCOM CL A2.9K shadded$695.2K
Plan A Wealth LLCCOM CL A2.6K shadded$631.8K
ROCKLAND TRUST COCOM CL A2.5K shadded$615.1K
ABLES, IANNONE, MOORE & ASSOCIATES, INC.COM CL A2.5K sh—$593.9K
TITLEIST ASSET MANAGEMENT, LLCCOM CL A2.4K shtrimmed$584.5K
Elm3 Financial Group, LLCCOM CL A2.4K shtrimmed$576.5K
Galvin, Gaustad & Stein, LLCCOM CL A2K shadded$476.3K
Nautilus Advisors LLCCOM CL A1.9K shtrimmed$465.1K
Avidian Wealth Enterprises, LLCCOM CL A1.9K shadded$462.7K
Vann Equity Management LLCCOM CL A1.9K shtrimmed$449.7K
Trinity Financial Advisors LLCCOM CL A1.6K shtrimmed$377.4K
Veracity Capital LLCCOM CL A1.5K shtrimmed$370.4K
CenterStar Asset Management, LLCCOM CL A1.5K shtrimmed$362K
GILPIN WEALTH MANAGEMENT, LLCCOM CL A1.5K shtrimmed$351.3K
YHB Investment Advisors, Inc.COM CL A1.4K shtrimmed$338.6K
David J Yvars GroupCOM CL A1.2K sh—$294.4K
FINANCIAL MANAGEMENT NETWORK INCCOM CL A1.1K shheld$286.9K
Cooper Financial GroupCOM CL A1.1K shtrimmed$272.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.1K shtrimmed$272.2K
RIVERSEDGE ADVISORS, LLCCOM CL A1.1K shadded$261.8K
Acropolis Investment Management, LLCCOM CL A1K shadded$243.2K
Sunburst Financial Group, LLCCOM CL A975 shadded$235.3K
Sound Income Strategies, LLCCOM CL A922 shtrimmed$224.8K
MFA WEALTH ADVISORS, LLCCOM CL A893 shadded$215.5K
City Center Advisors, LLCCOM CL A871 sh—$210.2K
Apella Capital, LLCCOM CL A847 sh—$208.8K
Bank of New HampshireCOM CL A763 shheld$184.1K
ARMSTRONG ADVISORY GROUP, INCCOM CL A627 shtrimmed$151.3K
Central Pacific Bank - Trust DivisionCOM CL A600 shtrimmed$144.8K
AMERICAN NATIONAL BANK & TRUSTCOM CL A521 shadded$125.7K
Apella Capital, LLCCOM CL A500 sh—$123.2K
STEPH & COCOM CL A409 shheld$98.7K
GK Wealth Management LLCCOM CL A263 sh—$63.6K
Grove Bank & TrustCOM CL A158 shadded$38.1K
Investors Research CorpCOM CL A145 shheld$35K
Rosenberg Matthew HamiltonStock142 shheld$34.3K
Trust CoStock111 shadded$26.8K
Oak Grove Capital LLCCOM CL A100 shtrimmed$24.1K
Retirement Wealth Solutions LLCCOM CL A50 shtrimmed$12.1K
Marquette Asset Management, LLCCOM CL A49 shheld$11.8K
MJT & Associates Financial Advisory Group, Inc.Stock49 shadded$11.6K
Bullock Wealth Management GroupStock40 sh—$9.8K
ELEVATION WEALTH PARTNERS, LLCCOM CL A30 shheld$7.2K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM CL A30 sh—$7.2K
Davis Capital ManagementStock10 shtrimmed$2.4K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on VRT

Company overviewEverything on VRT in one place, with the price.SEC filingsWhat VRT's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat VRT's own officers and directors buy and sell.Executive payWhat VRT awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold VRT, and how big a bet.LobbyingWhat VRT spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on VRT's account, and who they worked for.Federal contractsWhat federal agencies pay VRT.PatentsWhat VRT is filing at the patent office.

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