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, Q4 2021
Institutional positions in Vertiv Holdings Co as of Dec 31, 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
- 307
- +18 vs. Q3 2021
- Shares held
- 328.1M
- +3.18M (+1.0%) vs. Q3 2021
- Total value
- $8.19B
- +$365.2M (+4.7%) vs. Q3 2021
- New holders
- 56
- 131 more added
- Sold out
- 38
- 82 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 11 | $0 | 0.00% | −257−95.9% | Reduced |
| Quadrant Capital Group LLC | 15 | $0 | 0.00% | +8+114.3% | Added |
| BDO Wealth Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Future Financial Wealth Managment LLC | 10 | $0 | 0.00% | +10 | New |
| Washington Trust Co | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 44 | $1.00K | 0.00% | +21+91.3% | Added |
| BerganKDV Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $1.00K | 0.00% | +22+104.8% | Added |
| Glassman Wealth Services | 28 | $1.00K | 0.00% | +28 | New |
| Bedel Financial Consulting, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Newbridge Financial Services Group, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 105 | $2.62K | 0.00% | +105 | New |
| Gradient Investments LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 155 | $4.00K | 0.00% | +155 | New |
| Northwestern Mutual Wealth Management Co | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 192 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 184 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 260 | $6.00K | 0.01% | +260 | New |
| Spire Wealth Management | 300 | $7.00K | 0.00% | +300 | New |
| Brown Brothers Harriman & Co | 334 | $8.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 339 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 338 | $8.00K | 0.00% | +190+128.4% | Added |
| Front Row Advisors LLC | 368 | $9.00K | 0.00% | +157+74.4% | Added |
| Washington Trust Advisors, Inc. | 357 | $9.00K | 0.00% | +357 | New |
| Meeder Asset Management Inc | 395 | $10.0K | 0.00% | −55−12.2% | Reduced |
| Aquatic Capital Management LLC | 400 | $10.0K | 0.02% | +400 | New |
| Patriot Financial Group Insurance Agency, LLC | 478 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 542 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 633 | $16.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 848 | $21.2K | 0.00% | +848 | New |
| National Bank of Canada | 893 | $22.0K | 0.00% | +893 | New |
| KB Financial Partners, LLC | 972 | $24.0K | 0.01% | +972 | New |
| Harbor Investment Advisory, LLC | 1,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 978 | $25.0K | 0.00% | +565+136.8% | Added |
| Standard Family Office LLC | 1,031 | $26.0K | 0.23% | +1,031 | New |
| Eaton Vance Management | 1,078 | $27.0K | 0.00% | +1,078 | New |
| Huntington National Bank | 1,400 | $35.0K | 0.00% | +1+0.1% | Added |
| Fred Alger Management, LLC | 1,761 | $44.0K | 0.00% | −1,929−52.3% | Reduced |
| NEXT Financial Group, Inc | 1,793 | $44.0K | 0.00% | +1,258+235.1% | Added |
| Missouri Trust & Investment Co | 2,000 | $50.0K | 0.03% | +2,000 | New |
| Captrust Financial Advisors | 2,189 | $55.0K | 0.00% | +99+4.7% | Added |
| Russell Investments Group, Ltd. | 2,472 | $61.0K | 0.00% | −7,246−74.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,461 | $62.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,119 | $78.0K | 0.00% | +3,119 | New |
| AdvisorNet Financial, Inc | 4,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,092 | $102.0K | 0.01% | +675+19.8% | Added |
| Canada Pension Plan Investment Board | 4,205 | $105.0K | 0.00% | +2,915+226.0% | Added |
| Covestor Ltd | 4,198 | $105.0K | 0.15% | +4,198 | New |
| American Portfolios Advisors | 4,772 | $119.2K | 0.00% | −541−10.2% | Reduced |
| Toronto Dominion Bank | 5,000 | $125.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 5,716 | $142.0K | 0.04% | −143−2.4% | Reduced |
| Macquarie Group Ltd | 5,869 | $147.0K | 0.00% | −811−12.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,032 | $150.0K | 0.00% | +177+3.0% | Added |
| American International Group, Inc. | 6,099 | $152.0K | 0.00% | +577+10.4% | Added |
| US Bancorp | 6,870 | $171.0K | 0.00% | +1,250+22.2% | Added |
| Exos Asset Management LLC | 6,928 | $173.0K | 0.09% | −3,220−31.7% | Reduced |
| Ingalls & Snyder LLC | 8,686 | $217.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 8,823 | $220.0K | 0.00% | +214+2.5% | Added |
| Prudential Financial Inc | 8,359 | $225.0K | 0.00% | +8,359 | New |
| Veritable, L.P. | 9,157 | $229.0K | 0.00% | +9,157 | New |
| Aigen Investment Management, LP | 9,323 | $232.0K | 0.01% | +9,323 | New |
| Greenleaf Trust | 9,365 | $234.0K | 0.00% | −2,310−19.8% | Reduced |
| Perpetual Investment Management Ltd | 9,366 | $234.0K | 0.03% | +9,366 | New |
| Mount Yale Investment Advisors, LLC | 9,547 | $238.0K | 0.02% | +9,547 | New |
| Bokf, NA | 9,644 | $241.0K | 0.00% | −113−1.2% | Reduced |
| Fulton Bank, N.A. | 9,762 | $244.0K | 0.01% | +9,762 | New |
| Carnegie Capital Asset Management, LLC | 10,065 | $251.0K | 0.01% | −5,935−37.1% | Reduced |
| Loews Corp | 10,152 | $253.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 10,161 | $254.0K | 0.01% | +10,161 | New |
| Adage Capital Partners GP, L.L.C. | 10,253 | $256.0K | 0.00% | −555,000−98.2% | Reduced |
| Fort, L.P. | 10,385 | $259.0K | 0.08% | −89−0.8% | Reduced |
| Private Advisor Group, LLC | 10,575 | $264.0K | 0.00% | +10,575 | New |
| CenterBook Partners LP | 11,255 | $281.0K | 0.17% | +11,255 | New |
| First Republic Investment Management, Inc. | 11,396 | $285.0K | 0.00% | +690+6.4% | Added |
| Argent Trust Co | 11,385 | $285.0K | 0.02% | +1,037+10.0% | Added |
| XTX Topco Ltd | 11,850 | $296.0K | 0.17% | +11,850 | New |
| Darwin Advisors, LLC | 13,981 | $307.0K | 0.05% | +13,981 | New |
| Stephenson National Bank & Trust | 12,387 | $309.0K | 0.18% | 00.0% | Unchanged |
| LVW Advisors, LLC | 12,449 | $311.0K | 0.05% | +2,736+28.2% | Added |
| Pinebridge Investments, L.P. | 12,779 | $319.0K | 0.00% | −285−2.2% | Reduced |
| Hantz Financial Services, Inc. | 12,897 | $322.0K | 0.01% | +2,252+21.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 13,395 | $334.0K | 0.00% | +24+0.2% | Added |
| Cetera Investment Advisers | 13,386 | $334.0K | 0.00% | +255+1.9% | Added |
| Commonwealth Equity Services, LLC | 13,418 | $335.0K | 0.00% | −1,568−10.5% | Reduced |
| Bradley Foster & Sargent Inc | 13,500 | $337.0K | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 13,629 | $340.0K | 0.00% | −18,823−58.0% | Reduced |
| Algert Global LLC | 13,835 | $345.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,900 | $347.0K | 0.01% | −175,825−92.7% | Reduced |
| Jane Street Group, LLC | 14,151 | $353.0K | 0.00% | +5,556+64.6% | Added |
| Los Angeles Capital Management LLC | 14,327 | $358.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 14,622 | $364.0K | 0.00% | +109+0.8% | Added |
| MAI Capital Management | 14,631 | $365.0K | 0.01% | +14,631 | New |
| YorkBridge Wealth Partners, LLC | 14,771 | $369.0K | 0.08% | +14,771 | New |
| Evercore Wealth Management, LLC | 15,000 | $375.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,090 | $377.0K | 0.00% | +1,704+12.7% | Added |
| Schechter Investment Advisors, LLC | 15,141 | $378.0K | 0.03% | +15,141 | New |
| Park Avenue Securities LLC | 15,555 | $388.0K | 0.01% | +634+4.2% | Added |
| Pictet Asset Management SA | 16,269 | $406.0K | 0.00% | −7,044−30.2% | Reduced |