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, Q1 2022
Institutional positions in Vertiv Holdings Co as of Mar 31, 2022. 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
- −11 vs. Q4 2021
- Shares held
- 333.4M
- +5.37M (+1.6%) vs. Q4 2021
- Total value
- $4.66B
- −$3.53B (−43.1%) vs. Q4 2021
- New holders
- 55
- 127 more added
- Sold out
- 66
- 78 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pier 88 Investment Partners LLC | 10 | $0 | 0.00% | −43,130−100.0% | Reduced |
| First Horizon Advisors, Inc. | 9 | $0 | 0.00% | −19,273−100.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −1,399−99.9% | Reduced |
| Versant Capital Management, Inc | 27 | $0 | 0.00% | +16+145.5% | Added |
| Future Financial Wealth Managment LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 77 | $1.00K | 0.00% | −401−83.9% | Reduced |
| Tarbox Family Office, Inc. | 73 | $1.00K | 0.00% | −119−62.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 96 | $1.00K | 0.00% | +53+123.3% | Added |
| Quadrant Capital Group LLC | 40 | $1.00K | 0.00% | +25+166.7% | Added |
| Umb Bank N A | 85 | $1.00K | 0.00% | +85 | New |
| Capital Advisors, Ltd. LLC | 43 | $1.00K | 0.00% | +43 | New |
| Charter Oak Capital Management, LLC | 148 | $2.00K | 0.00% | +148 | New |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 224 | $3.00K | 0.00% | +196+700.0% | Added |
| Ci Investments Inc. | 288 | $4.00K | 0.00% | −50−14.8% | Reduced |
| Spire Wealth Management | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 260 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 375 | $5.00K | 0.00% | −20−5.1% | Reduced |
| Washington Trust Advisors, Inc. | 357 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 322 | $5.00K | 0.00% | −17−5.0% | Reduced |
| Parkside Financial Bank & Trust | 358 | $5.00K | 0.00% | +358 | New |
| Northwestern Mutual Wealth Management Co | 447 | $6.00K | 0.00% | +247+123.5% | Added |
| Exane Derivatives | 495 | $6.93K | 0.00% | +495 | New |
| Private Capital Group, LLC | 542 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 779 | $11.0K | 0.00% | −2,340−75.0% | Reduced |
| Jones Financial Companies LLLP | 802 | $11.0K | 0.00% | +169+26.7% | Added |
| NVWM, LLC | 800 | $11.0K | 0.00% | +800 | New |
| Leonteq Securities AG | 848 | $11.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 905 | $12.0K | 0.00% | +905 | New |
| National Bank of Canada | 893 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 957 | $13.0K | 0.00% | +957 | New |
| Harbor Investment Advisory, LLC | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| Riverview Trust Co | 1,145 | $16.0K | 0.01% | +1,145 | New |
| CIBC Private Wealth Group, LLC | 1,180 | $17.0K | 0.00% | +1,180 | New |
| The PNC Financial Services Group, Inc. | 1,585 | $22.0K | 0.00% | +607+62.1% | Added |
| Global Retirement Partners, LLC | 2,637 | $27.0K | 0.00% | +2,637 | New |
| Amundi | 2,087 | $28.0K | 0.00% | −226,515−99.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,461 | $34.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,500 | $35.0K | 0.00% | +2,166+648.5% | Added |
| TD Private Client Wealth LLC | 2,609 | $36.5K | 0.00% | −17,218−86.8% | Reduced |
| American Portfolios Advisors | 2,912 | $40.8K | 0.00% | −1,860−39.0% | Reduced |
| Caption Management, LLC | 3,124 | $44.0K | 0.00% | +3,124 | New |
| GeoWealth Management, LLC | 4,393 | $61.0K | 0.01% | +301+7.4% | Added |
| Walleye Trading LLC | 4,461 | $62.0K | 0.00% | +4,461 | New |
| Toronto Dominion Bank | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,075 | $71.0K | 0.05% | +877+20.9% | Added |
| Exos Asset Management LLC | 5,123 | $72.0K | 0.03% | −1,805−26.1% | Reduced |
| Hudock, Inc. | 5,716 | $80.0K | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 6,101 | $85.0K | 0.00% | +20.0% | Added |
| NN Investment Partners Holdings N.V. | 6,100 | $85.0K | 0.00% | +6,100 | New |
| Loomis Sayles & Co L P | 6,217 | $87.0K | 0.00% | −1,625,971−99.6% | Reduced |
| Dark Forest Capital Management LP | 6,272 | $87.0K | 0.02% | +6,272 | New |
| First Republic Investment Management, Inc. | 10,015 | $140.0K | 0.00% | −1,381−12.1% | Reduced |
| Credit Agricole S A | 10,000 | $140.0K | 0.00% | +10,000 | New |
| Clear Creek Financial Management, LLC | 10,000 | $140.0K | 0.02% | +10,000 | New |
| Industrial Alliance Investment Management Inc. | 10,161 | $142.0K | 0.00% | 00.0% | Unchanged |
| Loews Corp | 10,152 | $142.0K | 0.00% | 00.0% | Unchanged |
| HM Capital Management, LLC | 10,245 | $143.0K | 0.05% | +10,245 | New |
| Ingalls & Snyder LLC | 10,299 | $144.0K | 0.01% | +1,613+18.6% | Added |
| LVW Advisors, LLC | 10,988 | $154.0K | 0.03% | −1,461−11.7% | Reduced |
| Bokf, NA | 10,958 | $154.0K | 0.00% | +1,314+13.6% | Added |
| ExodusPoint Capital Management, LP | 12,014 | $168.0K | 0.00% | −298,910−96.1% | Reduced |
| M&T Bank Corp | 12,005 | $169.0K | 0.00% | +3,182+36.1% | Added |
| Simplex Trading, LLC | 12,348 | $172.0K | 0.01% | +12,348 | New |
| Bradley Foster & Sargent Inc | 13,500 | $189.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 13,796 | $193.0K | 0.00% | −8,450−38.0% | Reduced |
| Greenleaf Trust | 13,855 | $194.0K | 0.00% | +4,490+47.9% | Added |
| Jane Street Group, LLC | 14,254 | $199.0K | 0.00% | +103+0.7% | Added |
| Macquarie Group Ltd | 14,397 | $202.0K | 0.00% | +8,528+145.3% | Added |
| Phoenix Holdings Ltd. | 14,554 | $204.0K | 0.00% | +14,554 | New |
| MAI Capital Management | 14,626 | $205.0K | 0.00% | −50.0% | Reduced |
| Stephenson National Bank & Trust | 14,642 | $205.0K | 0.12% | +2,255+18.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,756 | $221.0K | 0.00% | +2,361+17.6% | Added |
| Penserra Capital Management LLC | 15,998 | $223.0K | 0.01% | −2,494−13.5% | Reduced |
| Koshinski Asset Management, Inc. | 16,523 | $231.3K | 0.02% | −105−0.6% | Reduced |
| Utah Retirement Systems | 16,900 | $237.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 17,003 | $238.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16,984 | $238.0K | 0.01% | +4,087+31.7% | Added |
| Mariner, LLC | 17,057 | $239.0K | 0.00% | +17,057 | New |
| Great West Life Assurance Co | 16,743 | $249.0K | 0.00% | +2,121+14.5% | Added |
| PEAK6 Investments LLC | 18,666 | $261.0K | 0.01% | −2,823−13.1% | Reduced |
| Pictet Asset Management SA | 19,095 | $267.0K | 0.00% | +2,826+17.4% | Added |
| Claybrook Capital, LLC | 19,760 | $277.0K | 0.14% | 00.0% | Unchanged |
| Ethic Inc. | 19,830 | $278.0K | 0.02% | +19,830 | New |
| Veritable, L.P. | 20,027 | $280.0K | 0.00% | +10,870+118.7% | Added |
| MetLife Investment Management | 20,792 | $291.1K | 0.00% | +20,792 | New |
| Simon Quick Advisors, LLC | 20,889 | $292.0K | 0.08% | −2,279−9.8% | Reduced |
| Joseph Group Capital Management | 20,866 | $292.0K | 0.29% | +1,769+9.3% | Added |
| Los Angeles Capital Management LLC | 21,037 | $295.0K | 0.00% | +6,710+46.8% | Added |
| Crossmark Global Holdings, Inc. | 21,276 | $298.0K | 0.01% | +1,820+9.4% | Added |
| US Bancorp | 21,756 | $304.0K | 0.00% | +14,886+216.7% | Added |
| Maryland State Retirement & Pension System | 24,649 | $345.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 24,617 | $345.0K | 0.02% | +7,075+40.3% | Added |
| Fox Run Management, L.L.C. | 25,930 | $363.0K | 0.20% | +25,930 | New |
| American Trust | 26,422 | $370.0K | 0.02% | +26,422 | New |
| Advisor Group Holdings, Inc. | 26,749 | $375.0K | 0.00% | +2,756+11.5% | Added |
| Shell Asset Management Co | 27,435 | $384.0K | 0.01% | +27,435 | New |