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-HOT · BOOK-FULL
- VALUE-MID #303/775
- HOLDERS-NARROW 13 filers
- CONC-DOM 89% top-5
- PHOTO-FINISH IDEXX LABS
- ACTIVITY-HOT 10 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.
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
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.
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:
Latest Quarter Activity · Q4 2025
New positions (10)
Complete exits (11)
Frequently Asked Questions
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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 2026-05-16.