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 |
|---|---|---|---|---|---|
| Versor Investments LP | 17,600 | $439.0K | 0.01% | +17,600 | New |
| JustInvest LLC | 17,542 | $438.0K | 0.03% | +7,972+83.3% | Added |
| Illinois Municipal Retirement Fund | 17,003 | $425.0K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,900 | $422.0K | 0.01% | +2,300+15.8% | Added |
| Koshinski Asset Management, Inc. | 16,628 | $415.2K | 0.03% | −9,055−35.3% | Reduced |
| FDx Advisors, Inc. | 16,400 | $410.0K | 0.01% | +16,400 | New |
| First Hawaiian Bank | 16,320 | $408.0K | 0.01% | +3,051+23.0% | Added |
| Pictet Asset Management SA | 16,269 | $406.0K | 0.00% | −7,044−30.2% | Reduced |
| Park Avenue Securities LLC | 15,555 | $388.0K | 0.01% | +634+4.2% | Added |
| Schechter Investment Advisors, LLC | 15,141 | $378.0K | 0.03% | +15,141 | New |
| AE Wealth Management LLC | 15,090 | $377.0K | 0.00% | +1,704+12.7% | Added |
| Evercore Wealth Management, LLC | 15,000 | $375.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 14,771 | $369.0K | 0.08% | +14,771 | New |
| MAI Capital Management | 14,631 | $365.0K | 0.01% | +14,631 | New |
| Great West Life Assurance Co | 14,622 | $364.0K | 0.00% | +109+0.8% | Added |
| Los Angeles Capital Management LLC | 14,327 | $358.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,151 | $353.0K | 0.00% | +5,556+64.6% | Added |
| Prospera Financial Services Inc | 13,900 | $347.0K | 0.01% | −175,825−92.7% | Reduced |
| Algert Global LLC | 13,835 | $345.0K | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 13,629 | $340.0K | 0.00% | −18,823−58.0% | Reduced |
| Bradley Foster & Sargent Inc | 13,500 | $337.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,418 | $335.0K | 0.00% | −1,568−10.5% | Reduced |
| 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 |
| Hantz Financial Services, Inc. | 12,897 | $322.0K | 0.01% | +2,252+21.2% | Added |
| Pinebridge Investments, L.P. | 12,779 | $319.0K | 0.00% | −285−2.2% | Reduced |
| LVW Advisors, LLC | 12,449 | $311.0K | 0.05% | +2,736+28.2% | Added |
| Stephenson National Bank & Trust | 12,387 | $309.0K | 0.18% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 13,981 | $307.0K | 0.05% | +13,981 | New |
| XTX Topco Ltd | 11,850 | $296.0K | 0.17% | +11,850 | 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 |
| CenterBook Partners LP | 11,255 | $281.0K | 0.17% | +11,255 | New |
| Private Advisor Group, LLC | 10,575 | $264.0K | 0.00% | +10,575 | New |
| Fort, L.P. | 10,385 | $259.0K | 0.08% | −89−0.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 10,253 | $256.0K | 0.00% | −555,000−98.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 10,161 | $254.0K | 0.01% | +10,161 | New |
| Loews Corp | 10,152 | $253.0K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,065 | $251.0K | 0.01% | −5,935−37.1% | Reduced |
| Fulton Bank, N.A. | 9,762 | $244.0K | 0.01% | +9,762 | New |
| Bokf, NA | 9,644 | $241.0K | 0.00% | −113−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,547 | $238.0K | 0.02% | +9,547 | 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 |
| Aigen Investment Management, LP | 9,323 | $232.0K | 0.01% | +9,323 | New |
| Veritable, L.P. | 9,157 | $229.0K | 0.00% | +9,157 | New |
| Prudential Financial Inc | 8,359 | $225.0K | 0.00% | +8,359 | New |
| M&T Bank Corp | 8,823 | $220.0K | 0.00% | +214+2.5% | Added |
| Ingalls & Snyder LLC | 8,686 | $217.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 6,928 | $173.0K | 0.09% | −3,220−31.7% | Reduced |
| US Bancorp | 6,870 | $171.0K | 0.00% | +1,250+22.2% | Added |
| American International Group, Inc. | 6,099 | $152.0K | 0.00% | +577+10.4% | Added |
| Tower Research Capital LLC (TRC) | 6,032 | $150.0K | 0.00% | +177+3.0% | Added |
| Macquarie Group Ltd | 5,869 | $147.0K | 0.00% | −811−12.1% | Reduced |
| Hudock, Inc. | 5,716 | $142.0K | 0.04% | −143−2.4% | Reduced |
| Toronto Dominion Bank | 5,000 | $125.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,772 | $119.2K | 0.00% | −541−10.2% | Reduced |
| 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 |
| GeoWealth Management, LLC | 4,092 | $102.0K | 0.01% | +675+19.8% | Added |
| AdvisorNet Financial, Inc | 4,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,119 | $78.0K | 0.00% | +3,119 | New |
| Harvest Fund Management Co., Ltd | 2,461 | $62.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,472 | $61.0K | 0.00% | −7,246−74.6% | Reduced |
| Captrust Financial Advisors | 2,189 | $55.0K | 0.00% | +99+4.7% | Added |
| Missouri Trust & Investment Co | 2,000 | $50.0K | 0.03% | +2,000 | New |
| 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 |
| Huntington National Bank | 1,400 | $35.0K | 0.00% | +1+0.1% | Added |
| Eaton Vance Management | 1,078 | $27.0K | 0.00% | +1,078 | New |
| Standard Family Office LLC | 1,031 | $26.0K | 0.23% | +1,031 | 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 |
| KB Financial Partners, LLC | 972 | $24.0K | 0.01% | +972 | New |
| National Bank of Canada | 893 | $22.0K | 0.00% | +893 | New |
| Leonteq Securities AG | 848 | $21.2K | 0.00% | +848 | New |
| Jones Financial Companies LLLP | 633 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 542 | $14.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 478 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 395 | $10.0K | 0.00% | −55−12.2% | Reduced |
| Aquatic Capital Management LLC | 400 | $10.0K | 0.02% | +400 | New |
| Front Row Advisors LLC | 368 | $9.00K | 0.00% | +157+74.4% | Added |
| Washington Trust Advisors, Inc. | 357 | $9.00K | 0.00% | +357 | 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 |
| Spire Wealth Management | 300 | $7.00K | 0.00% | +300 | New |
| CarsonAllaria Wealth Management, Ltd. | 260 | $6.00K | 0.01% | +260 | 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 |
| Gradient Investments LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 155 | $4.00K | 0.00% | +155 | New |
| Stephens Consulting, LLC | 105 | $2.62K | 0.00% | +105 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |