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 Advisors, Inc. | 17,753 | $485.0K | 0.03% | +17,460+5,959.0% | Added |
| New York State Teachers Retirement System | 17,400 | $475.0K | 0.00% | +17,400 | New |
| Occudo Quantitative Strategies LP | 17,159 | $468.0K | 0.07% | −15,303−47.1% | 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 |
| Engineers Gate Manager LP | 16,486 | $450.0K | 0.03% | −131,449−88.9% | Reduced |
| JustInvest LLC | 16,194 | $442.0K | 0.05% | +16,194 | New |
| Commonwealth Equity Services, LLC | 15,703 | $428.0K | 0.00% | +15,703 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,100 | $412.0K | 0.00% | −5,900−28.1% | Reduced |
| Evercore Wealth Management, LLC | 15,000 | $409.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 14,800 | $404.0K | 0.17% | +14,800 | 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 |
| Los Angeles Capital Management LLC | 14,327 | $391.0K | 0.00% | +14,327 | New |
| Wolverine Asset Management LLC | 13,917 | $379.0K | 0.00% | −641,826−97.9% | Reduced |
| Exos Asset Management LLC | 13,726 | $375.0K | 0.19% | −17,123−55.5% | Reduced |
| Bradley Foster & Sargent Inc | 13,500 | $369.0K | 0.01% | −3,600−21.1% | Reduced |
| Wellington Management Group LLP | 13,389 | $365.0K | 0.00% | +13,389 | New |
| First Hawaiian Bank | 13,347 | $364.0K | 0.02% | +639+5.0% | Added |
| TD Private Client Wealth LLC | 13,232 | $361.2K | 0.02% | −60−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,085 | $357.0K | 0.00% | +1,033+8.6% | Added |
| Stephenson National Bank & Trust | 12,387 | $338.0K | 0.22% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,356 | $337.0K | 0.01% | +12,356 | New |
| Cetera Investment Advisers | 12,271 | $335.0K | 0.01% | +12,271 | New |
| Toth Financial Advisory Corp | 12,000 | $328.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,713 | $320.0K | 0.04% | −2,840−19.5% | Reduced |
| Greenleaf Trust | 11,675 | $319.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,419 | $312.0K | 0.00% | +11,419 | New |
| Loews Corp | 11,188 | $305.0K | 0.00% | −1,501−11.8% | Reduced |
| US Bancorp | 10,942 | $300.0K | 0.00% | +7,155+188.9% | Added |
| Old National Bancorp | 10,818 | $295.0K | 0.01% | −402−3.6% | Reduced |
| First Republic Investment Management, Inc. | 10,396 | $284.0K | 0.00% | +15+0.1% | Added |
| HighTower Advisors, LLC | 10,275 | $283.0K | 0.00% | +10,275 | New |
| Comerica Bank | 10,041 | $267.0K | 0.00% | +10,041 | New |
| Argent Trust Co | 9,293 | $253.0K | 0.02% | +9,293 | New |
| Ingalls & Snyder LLC | 9,151 | $250.0K | 0.01% | −922−9.2% | Reduced |
| Pearl River Capital, LLC | 8,954 | $244.0K | 0.07% | −18,075−66.9% | Reduced |
| Prudential Financial Inc | 8,649 | $236.0K | 0.00% | +8,649 | New |
| Hantz Financial Services, Inc. | 8,585 | $234.0K | 0.01% | +1,455+20.4% | Added |
| M&T Bank Corp | 8,543 | $233.0K | 0.00% | +8,543 | New |
| Fox Run Management, L.L.C. | 8,161 | $223.0K | 0.20% | +8,161 | New |
| IBM Retirement Fund | 8,025 | $219.0K | 0.02% | +8,025 | New |
| Oppenheimer Asset Management Inc. | 7,689 | $210.0K | 0.00% | +7,689 | New |
| Tower Research Capital LLC (TRC) | 6,882 | $188.0K | 0.00% | −18,183−72.5% | Reduced |
| Macquarie Group Ltd | 6,680 | $182.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 6,340 | $173.0K | 0.02% | +6,340 | New |
| American International Group, Inc. | 5,943 | $162.0K | 0.00% | +618+11.6% | Added |
| Hudock, Inc. | 5,859 | $159.0K | 0.05% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,690 | $155.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 5,500 | $150.0K | 0.00% | 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 |
| AdvisorNet Financial, Inc | 4,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,825 | $77.0K | 0.01% | +71+2.6% | Added |
| The PNC Financial Services Group, Inc. | 2,693 | $74.0K | 0.00% | +1,255+87.3% | Added |
| Harvest Fund Management Co., Ltd | 2,461 | $67.0K | 0.01% | +2,016+453.0% | Added |
| O'Shaughnessy Asset Management, LLC | 2,051 | $56.0K | 0.00% | +2,051 | New |
| Lazard Asset Management LLC | 1,869 | $51.0K | 0.00% | +1,869 | New |
| Huntington National Bank | 1,399 | $38.0K | 0.00% | +885+172.2% | Added |
| NEXT Financial Group, Inc | 1,159 | $32.0K | 0.00% | +1,159 | New |
| Advisory Services Network, LLC | 1,078 | $29.0K | 0.00% | +1,078 | New |
| Trustcore Financial Services, LLC | 1,025 | $28.0K | 0.00% | +25+2.5% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 842 | $23.0K | 0.00% | +342+68.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,402 | $21.0K | 0.00% | +1,000+248.8% | Added |
| Leonteq Securities AG | 750 | $20.5K | 0.00% | +750 | New |
| Jones Financial Companies LLLP | 633 | $17.0K | 0.00% | −66−9.4% | Reduced |
| Private Capital Group, LLC | 542 | $15.0K | 0.00% | +245+82.5% | Added |
| KB Financial Partners, LLC | 524 | $14.0K | 0.01% | −2−0.4% | Reduced |
| American Portfolios Advisors | 335 | $9.15K | 0.00% | +335 | New |
| Howe & Rusling Inc | 339 | $9.00K | 0.00% | −112−24.8% | Reduced |
| Brown Brothers Harriman & Co | 334 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 257 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 100 | $2.73K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,168,293−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −967,339−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −711,775−100.0% | Sold out |
| ROAM Global Management LP | 0 | $0 | 0.00% | −562,845−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −497,700−100.0% | Sold out |