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, Q3 2021
Institutional positions in Vertiv Holdings Co as of Sep 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
- +3 vs. Q2 2021
- Shares held
- 325.2M
- −12.5M (−3.7%) vs. Q2 2021
- Total value
- $7.83B
- −$1.39B (−15.1%) vs. Q2 2021
- New holders
- 42
- 101 more added
- Sold out
- 39
- 106 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| Meridian Wealth Partners, LLC | 5 | $0 | 0.00% | +5 | New |
| Washington Trust Co | 43 | $1.00K | 0.00% | −5−10.4% | Reduced |
| Signaturefd, LLC | 23 | $1.00K | 0.00% | −3−11.5% | Reduced |
| BerganKDV Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 62 | $1.00K | 0.00% | +62 | New |
| Bell Investment Advisors, Inc | 21 | $1.00K | 0.00% | +21 | New |
| Red Tortoise LLC | 147 | $1.00K | 0.00% | +147 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 151 | $3.00K | 0.00% | +133+738.9% | Added |
| Gradient Investments LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 148 | $4.00K | 0.00% | +25+20.3% | Added |
| Pinnacle Bancorp, Inc. | 184 | $4.00K | 0.00% | +184 | New |
| Front Row Advisors LLC | 211 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 192 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 268 | $6.00K | 0.00% | +257+2,336.4% | Added |
| Brown Brothers Harriman & Co | 334 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 339 | $8.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 413 | $11.0K | 0.00% | −2,280−84.7% | Reduced |
| Meeder Asset Management Inc | 450 | $11.0K | 0.00% | +193+75.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 478 | $12.0K | 0.00% | −924−65.9% | Reduced |
| NEXT Financial Group, Inc | 535 | $13.0K | 0.00% | −624−53.8% | Reduced |
| Private Capital Group, LLC | 542 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 633 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 816 | $19.0K | 0.00% | +611+298.0% | Added |
| Trustcore Financial Services, LLC | 1,000 | $24.0K | 0.00% | −25−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $24.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,000 | $24.1K | 0.00% | +1,000 | New |
| O'Shaughnessy Asset Management, LLC | 1,268 | $31.0K | 0.00% | −783−38.2% | Reduced |
| Canada Pension Plan Investment Board | 1,290 | $31.0K | 0.00% | +1,290 | New |
| Huntington National Bank | 1,399 | $34.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,090 | $50.0K | 0.00% | +1,248+148.2% | Added |
| Harvest Fund Management Co., Ltd | 2,461 | $59.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,530 | $61.0K | 0.00% | +2,530 | New |
| Global Retirement Partners, LLC | 2,825 | $68.0K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 3,187 | $77.0K | 0.00% | −136,160−97.7% | Reduced |
| GeoWealth Management, LLC | 3,417 | $83.0K | 0.01% | +3,417 | New |
| Fred Alger Management, LLC | 3,690 | $89.0K | 0.00% | −1,280−25.8% | Reduced |
| AdvisorNet Financial, Inc | 4,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 10,070 | $103.0K | 0.02% | +10,070 | New |
| Toronto Dominion Bank | 5,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,313 | $128.0K | 0.00% | +4,978+1,486.0% | Added |
| First Mercantile Trust Co | 5,310 | $128.0K | 0.02% | −1,030−16.2% | Reduced |
| American International Group, Inc. | 5,522 | $133.0K | 0.00% | −421−7.1% | Reduced |
| US Bancorp | 5,620 | $135.0K | 0.00% | −5,322−48.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,855 | $141.0K | 0.00% | −1,027−14.9% | Reduced |
| Hudock, Inc. | 5,859 | $141.0K | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,680 | $161.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,595 | $207.0K | 0.00% | +8,595 | New |
| M&T Bank Corp | 8,609 | $208.0K | 0.00% | +66+0.8% | Added |
| Ingalls & Snyder LLC | 8,686 | $209.0K | 0.01% | −465−5.1% | Reduced |
| JustInvest LLC | 9,570 | $231.0K | 0.02% | −6,624−40.9% | Reduced |
| Russell Investments Group, Ltd. | 9,718 | $234.0K | 0.00% | −678,303−98.6% | Reduced |
| LVW Advisors, LLC | 9,713 | $234.0K | 0.04% | +9,713 | New |
| Bokf, NA | 9,757 | $235.0K | 0.00% | +9,757 | New |
| Exos Asset Management LLC | 10,148 | $244.0K | 0.13% | −3,578−26.1% | Reduced |
| Loews Corp | 10,152 | $245.0K | 0.00% | −1,036−9.3% | Reduced |
| Argent Trust Co | 10,348 | $249.0K | 0.02% | +1,055+11.4% | Added |
| Fort, L.P. | 10,474 | $252.0K | 0.08% | +10,474 | New |
| Hantz Financial Services, Inc. | 10,645 | $256.0K | 0.01% | +2,060+24.0% | Added |
| First Republic Investment Management, Inc. | 10,706 | $258.0K | 0.00% | +310+3.0% | Added |
| Comerica Bank | 10,041 | $267.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 11,675 | $281.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,926 | $287.0K | 0.00% | −42,203−78.0% | Reduced |
| Stephenson National Bank & Trust | 12,387 | $298.0K | 0.19% | 00.0% | Unchanged |
| Old National Bancorp | 12,593 | $304.0K | 0.01% | +1,775+16.4% | Added |
| TD Private Client Wealth LLC | 12,723 | $306.5K | 0.01% | −509−3.8% | Reduced |
| Pinebridge Investments, L.P. | 13,064 | $315.0K | 0.00% | +13,064 | New |
| Cetera Investment Advisers | 13,131 | $316.0K | 0.01% | +860+7.0% | Added |
| First Hawaiian Bank | 13,269 | $320.0K | 0.01% | −78−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,371 | $322.0K | 0.00% | +286+2.2% | Added |
| AE Wealth Management LLC | 13,386 | $322.0K | 0.00% | +1,967+17.2% | Added |
| Bradley Foster & Sargent Inc | 13,500 | $325.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 13,835 | $333.0K | 0.04% | +13,835 | New |
| Los Angeles Capital Management LLC | 14,327 | $345.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 14,513 | $352.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 14,600 | $352.0K | 0.00% | +100+0.7% | Added |
| Park Avenue Securities LLC | 14,921 | $359.0K | 0.01% | +2,565+20.8% | Added |
| HighTower Advisors, LLC | 15,032 | $360.0K | 0.00% | +4,757+46.3% | Added |
| Commonwealth Equity Services, LLC | 14,986 | $361.0K | 0.00% | −717−4.6% | Reduced |
| Evercore Wealth Management, LLC | 15,000 | $361.0K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 15,279 | $368.0K | 0.01% | +15,279 | New |
| Brasada Capital Management, LP | 15,500 | $373.0K | 0.07% | +15,500 | New |
| Carnegie Capital Asset Management, LLC | 16,000 | $386.0K | 0.01% | +16,000 | New |
| Wolverine Trading, LLC | 16,445 | $399.0K | 0.01% | +16,445 | New |
| Illinois Municipal Retirement Fund | 17,003 | $410.0K | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 17,400 | $419.0K | 0.00% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 17,660 | $425.0K | 0.02% | −7,960−31.1% | Reduced |
| Metropolitan Life Insurance Co | 18,854 | $454.2K | 0.01% | −619−3.2% | Reduced |
| First Horizon Advisors, Inc. | 18,917 | $455.0K | 0.01% | +1,164+6.6% | Added |
| Claybrook Capital, LLC | 19,760 | $476.0K | 0.24% | +19,760 | New |
| Maryland State Retirement & Pension System | 20,054 | $486.0K | 0.01% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 21,430 | $516.0K | 0.01% | −39,217−64.7% | Reduced |
| Donoghue Forlines LLC | 22,100 | $532.0K | 0.10% | +3,655+19.8% | Added |
| ClariVest Asset Management LLC | 22,600 | $544.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 22,784 | $549.0K | 0.01% | +4,168+22.4% | Added |