Stock ownership · SEC 13F · Q4 2025

VERTIV HOLDINGS CO

Who owns VERTIV HOLDINGS CO (CUSIP 92537N108)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$24.4M
Reported value
13
Institutions
89%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VERTIV HOLDINGS CO ranks #303 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 13 institutions report $24.4M as of Q4 2025, with ownership dominated by its top few institutional owners.

13
institutions hold it
$24.4M
reported 13F value
89%
held by top 5
#303
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VERTIV HOLDINGS CO ranks #303 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 92537N108 · Q4 2025 $24M reported

VALUE-MID · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-MID #303/775
  • HOLDERS-NARROW 13 filers
  • CONC-DOM 89% top-5
  • PHOTO-FINISH IDEXX LABS
  • ACTIVITY-LIGHT 1 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: IDEXX LABS INC

Read with: Ownership concentration guide - VERTIV HOLDINGS CO's top-five holders account for 89% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VERTIV HOLDINGS CO

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

FAIR ISAAC · near$25MJPMORGAN EQUITY PREMIUM · ne…$24MVERTIV HOLDINGS · this stock$24MIDEXX LABS · near$24MVERISIGN · near$24M
Aggregate reported institutional value ($)

VERTIV HOLDINGS CO vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

13 Top 51% higher than 49% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of VERTIV HOLDINGS CO
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VERTIV HOLDINGS CO position has risen from 1 to 13 over the last 8 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 13
Distinct 13F filers holding VERTIV HOLDINGS CO, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Oak Grove Capital LLC 79,655 $12.9M 52.9%
2 Pacer Advisors, Inc. 16,566 $2.7M 11.0%
3 FLOYD FINANCIAL GROUP LLC 9,434 $2.3M 9.4%
4 Titan Investment Management LLC 12,428 $2.0M 8.3%
5 Alpine Global Management, LLC 10,656 $1.7M 7.1%
6 Astoria Portfolio Advisors LLC. 4,139 $1.0M 4.2%
7 Tempo Wealth, LLC 5,299 $858K 3.5%
8 MARINER INVESTMENT GROUP LLC 75,000 $664K 2.7%
9 Anchor Investment Management, LLC 590 $96K 0.4%
10 Bell Investment Advisors, Inc 469 $76K 0.3%
11 MidFirst Bank 192 $31K 0.1%
12 TD Capital Management LLC 151 $24K 0.1%
13 CHELSEA COUNSEL CO 4 $649 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VERTIV HOLDINGS CO's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
97.3%
Shared-defined discretion (DFND)
2.7%

Latest Quarter Activity · Q4 2025

New positions (1)

Frequently Asked Questions

How many institutions hold VERTIV HOLDINGS CO?▼
VERTIV HOLDINGS CO is held by 13 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VERTIV HOLDINGS CO sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VERTIV HOLDINGS CO ranks #303 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VERTIV HOLDINGS CO?▼
Institutions report $24.4M of VERTIV HOLDINGS CO as of Q4 2025.
How concentrated is ownership of VERTIV HOLDINGS CO?▼
The top five institutional holders account for 89% of the reported institutional value in VERTIV HOLDINGS CO, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VERTIV HOLDINGS CO?▼
Oak Grove Capital LLC is the largest reported holder of VERTIV HOLDINGS CO with $12.9M across 79,655 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VERTIV HOLDINGS CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($24.4M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (13 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.