Vertiv Holdings Co
VRT- Exchange
- NYSE
- Industry
- Electronic Components, NEC
- SEC CIK
- 0001674101
In the last 90 days, Vertiv Holdings Co insiders filed 0 open-market purchases and 1 sale; 2,061 institutions reported holding it in 13F filings for Q2 2026, worth $105.0B in total; superinvestors Coatue Management and Fundsmith hold it.
13F holders, Q2 2021
Institutional positions in Vertiv Holdings Co as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 294
- +19 vs. Q1 2021
- Shares held
- 337.7M
- +10.9M (+3.3%) vs. Q1 2021
- Total value
- $9.23B
- +$2.69B (+41.1%) vs. Q1 2021
- New holders
- 63
- 108 more added
- Sold out
- 44
- 86 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VRT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,061 | $105.0B |
| Q1 2026 | 1,841 | $78.7B |
| Q4 2025 | 1,614 | $48.5B |
| Q3 2025 | 1,436 | $45.3B |
| Q2 2025 | 1,310 | $39.4B |
| Q1 2025 | 1,148 | $21.7B |
| Q4 2024 | 1,202 | $35.5B |
| Q3 2024 | 1,024 | $32.0B |
| Q2 2024 | 909 | $27.0B |
| Q1 2024 | 759 | $25.2B |
| Q4 2023 | 583 | $16.5B |
| Q3 2023 | 454 | $12.7B |
| Q2 2023 | 352 | $8.44B |
| Q1 2023 | 298 | $4.85B |
| Q4 2022 | 286 | $4.67B |
| Q3 2022 | 254 | $3.40B |
| Q2 2022 | 290 | $2.77B |
| Q1 2022 | 294 | $4.66B |
| Q4 2021 | 307 | $8.19B |
| Q3 2021 | 294 | $7.83B |
| Q2 2021 | 294 | $9.23B |
| Q1 2021 | 278 | $6.55B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Corp | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Berman Capital Advisors, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $0 | 0.00% | +11 | New |
| Signaturefd, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 48 | $1.00K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 123 | $3.00K | 0.00% | +48+64.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $3.00K | 0.00% | +50+100.0% | Added |
| Spire Wealth Management | 155 | $4.00K | 0.00% | −450−74.4% | Reduced |
| CWM, LLC | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 205 | $5.00K | 0.00% | −2,485−92.4% | Reduced |
| AlphaMark Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 192 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $5.00K | 0.00% | +200 | New |
| Baystate Wealth Management LLC | 200 | $5.00K | 0.00% | +200 | New |
| Front Row Advisors LLC | 211 | $6.00K | 0.00% | −5−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 227 | $6.00K | 0.00% | +227 | New |
| Meeder Asset Management Inc | 257 | $7.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 339 | $9.00K | 0.00% | −112−24.8% | Reduced |
| Brown Brothers Harriman & Co | 334 | $9.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 335 | $9.15K | 0.00% | +335 | New |
| KB Financial Partners, LLC | 524 | $14.0K | 0.01% | −2−0.4% | Reduced |
| Private Capital Group, LLC | 542 | $15.0K | 0.00% | +245+82.5% | Added |
| Jones Financial Companies LLLP | 633 | $17.0K | 0.00% | −66−9.4% | Reduced |
| Leonteq Securities AG | 750 | $20.5K | 0.00% | +750 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,402 | $21.0K | 0.00% | +1,000+248.8% | Added |
| Captrust Financial Advisors | 842 | $23.0K | 0.00% | +342+68.4% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,025 | $28.0K | 0.00% | +25+2.5% | Added |
| Advisory Services Network, LLC | 1,078 | $29.0K | 0.00% | +1,078 | New |
| NEXT Financial Group, Inc | 1,159 | $32.0K | 0.00% | +1,159 | New |
| Huntington National Bank | 1,399 | $38.0K | 0.00% | +885+172.2% | Added |
| Lazard Asset Management LLC | 1,869 | $51.0K | 0.00% | +1,869 | New |
| O'Shaughnessy Asset Management, LLC | 2,051 | $56.0K | 0.00% | +2,051 | New |
| Harvest Fund Management Co., Ltd | 2,461 | $67.0K | 0.01% | +2,016+453.0% | Added |
| The PNC Financial Services Group, Inc. | 2,693 | $74.0K | 0.00% | +1,255+87.3% | Added |
| Global Retirement Partners, LLC | 2,825 | $77.0K | 0.01% | +71+2.6% | Added |
| AdvisorNet Financial, Inc | 4,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,970 | $136.0K | 0.00% | −1,331−21.1% | Reduced |
| Toronto Dominion Bank | 5,000 | $136.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 5,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,690 | $155.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 5,859 | $159.0K | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 5,943 | $162.0K | 0.00% | +618+11.6% | Added |
| First Mercantile Trust Co | 6,340 | $173.0K | 0.02% | +6,340 | New |
| Macquarie Group Ltd | 6,680 | $182.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,882 | $188.0K | 0.00% | −18,183−72.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,689 | $210.0K | 0.00% | +7,689 | New |
| IBM Retirement Fund | 8,025 | $219.0K | 0.02% | +8,025 | New |
| Fox Run Management, L.L.C. | 8,161 | $223.0K | 0.20% | +8,161 | New |
| M&T Bank Corp | 8,543 | $233.0K | 0.00% | +8,543 | New |
| Hantz Financial Services, Inc. | 8,585 | $234.0K | 0.01% | +1,455+20.4% | Added |
| Prudential Financial Inc | 8,649 | $236.0K | 0.00% | +8,649 | New |
| Pearl River Capital, LLC | 8,954 | $244.0K | 0.07% | −18,075−66.9% | Reduced |
| Ingalls & Snyder LLC | 9,151 | $250.0K | 0.01% | −922−9.2% | Reduced |
| Argent Trust Co | 9,293 | $253.0K | 0.02% | +9,293 | New |
| Comerica Bank | 10,041 | $267.0K | 0.00% | +10,041 | New |
| HighTower Advisors, LLC | 10,275 | $283.0K | 0.00% | +10,275 | New |
| First Republic Investment Management, Inc. | 10,396 | $284.0K | 0.00% | +15+0.1% | Added |
| Old National Bancorp | 10,818 | $295.0K | 0.01% | −402−3.6% | Reduced |
| US Bancorp | 10,942 | $300.0K | 0.00% | +7,155+188.9% | Added |
| Loews Corp | 11,188 | $305.0K | 0.00% | −1,501−11.8% | Reduced |
| AE Wealth Management LLC | 11,419 | $312.0K | 0.00% | +11,419 | New |
| Greenleaf Trust | 11,675 | $319.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,713 | $320.0K | 0.04% | −2,840−19.5% | Reduced |
| Toth Financial Advisory Corp | 12,000 | $328.0K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,271 | $335.0K | 0.01% | +12,271 | New |
| Park Avenue Securities LLC | 12,356 | $337.0K | 0.01% | +12,356 | New |
| Stephenson National Bank & Trust | 12,387 | $338.0K | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 13,085 | $357.0K | 0.00% | +1,033+8.6% | Added |
| TD Private Client Wealth LLC | 13,232 | $361.2K | 0.02% | −60−0.5% | Reduced |
| First Hawaiian Bank | 13,347 | $364.0K | 0.02% | +639+5.0% | Added |
| Wellington Management Group LLP | 13,389 | $365.0K | 0.00% | +13,389 | New |
| Bradley Foster & Sargent Inc | 13,500 | $369.0K | 0.01% | −3,600−21.1% | Reduced |
| Exos Asset Management LLC | 13,726 | $375.0K | 0.19% | −17,123−55.5% | Reduced |
| Wolverine Asset Management LLC | 13,917 | $379.0K | 0.00% | −641,826−97.9% | Reduced |
| Los Angeles Capital Management LLC | 14,327 | $391.0K | 0.00% | +14,327 | New |
| Great West Life Assurance Co | 14,513 | $396.0K | 0.00% | +35+0.2% | Added |
| Utah Retirement Systems | 14,500 | $396.0K | 0.01% | +2,200+17.9% | Added |
| Campbell & CO Investment Adviser LLC | 14,800 | $404.0K | 0.17% | +14,800 | New |
| Evercore Wealth Management, LLC | 15,000 | $409.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,100 | $412.0K | 0.00% | −5,900−28.1% | Reduced |
| Commonwealth Equity Services, LLC | 15,703 | $428.0K | 0.00% | +15,703 | New |
| JustInvest LLC | 16,194 | $442.0K | 0.05% | +16,194 | New |
| Engineers Gate Manager LP | 16,486 | $450.0K | 0.03% | −131,449−88.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 16,988 | $464.0K | 0.00% | −94,878−84.8% | Reduced |
| Illinois Municipal Retirement Fund | 17,003 | $464.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 17,159 | $468.0K | 0.07% | −15,303−47.1% | Reduced |
| New York State Teachers Retirement System | 17,400 | $475.0K | 0.00% | +17,400 | New |
| First Horizon Advisors, Inc. | 17,753 | $485.0K | 0.03% | +17,460+5,959.0% | Added |
| Susquehanna International Group, LLP | 18,140 | $495.0K | 0.00% | +18,140 | New |
| Donoghue Forlines LLC | 18,445 | $504.0K | 0.09% | +18,445 | New |
| Verition Fund Management LLC | 18,616 | $508.0K | 0.01% | −356,847−95.0% | Reduced |
| Metropolitan Life Insurance Co | 19,473 | $531.6K | 0.01% | +2,217+12.8% | Added |
| Pictet Asset Management Ltd | 19,604 | $535.0K | 0.00% | +2,035+11.6% | Added |
| Carret Asset Management, LLC | 19,750 | $539.0K | 0.06% | −200−1.0% | Reduced |