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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 2022

Institutional positions in Vertiv Holdings Co as of Dec 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
286
+37 vs. Q3 2022
Shares held
341.9M
−7.12M (−2.0%) vs. Q3 2022
Total value
$4.67B
+$1.27B (+37.5%) vs. Q3 2022
New holders
66
92 more added
Sold out
29
94 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 286 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ4 2022: $4.67B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2022.

Institutions holding VRT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Platinum Equity Advisors, LLC37,955,215$518.5M26.72%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC32,920,706$449.7M1.69%−1,553,471−4.5%Reduced
Vanguard Group Inc27,212,828$371.7M0.01%+400,126+1.5%Added
Starboard Value LPSuperinvestorStarboard Value16,901,901$230.9M4.43%+16,901,901New
FMR LLC15,209,092$207.8M0.02%−1,316,616−8.0%Reduced
Clearbridge Investments, LLC15,120,688$206.5M0.20%−573,764−3.7%Reduced
BlackRock Inc.13,524,274$184.7M0.01%−3,961,916−22.7%Reduced
Invesco Ltd.10,555,769$144.2M0.04%−392,915−3.6%Reduced
New South Capital Management Inc10,270,742$140.3M6.46%−512,146−4.7%Reduced
Alliancebernstein L.P.9,680,174$132.2M0.06%−3,457,195−26.3%Reduced
Eminence Capital, LP9,348,456$127.7M2.37%−632,896−6.3%Reduced
UBS Group AG8,424,970$115.1M0.06%−10,774,659−56.1%Reduced
Bamco Inc7,650,000$104.5M0.35%00.0%Unchanged
Standard Life Aberdeen plc6,849,258$93.6M0.25%−27,946−0.4%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office5,916,120$80.8M4.02%+990,050+20.1%Added
PointState Capital LP5,514,675$75.3M5.16%+3,054,589+124.2%Added
Impax Asset Management Group plc5,307,516$72.5M0.32%+48,431+0.9%Added
State Street Corp4,540,791$62.0M0.00%−119,175−2.6%Reduced
Massachusetts Financial Services Co4,434,292$60.6M0.02%−697,643−13.6%Reduced
Jacobs Levy Equity Management, Inc4,110,350$56.1M0.38%+73,809+1.8%Added
Geode Capital Management, LLC4,050,069$55.3M0.01%+206,411+5.4%Added
Brahman Capital Corp.3,796,714$51.9M7.19%+75,424+2.0%Added
Locust Wood Capital Advisers, LLC3,547,345$48.5M3.39%+628,399+21.5%Added
Cannell Peter B & Co Inc3,085,575$42.1M1.51%+3,085,575New
Millennium Management LLC3,050,116$41.7M0.05%+3,050,116New
Robeco Schweiz AG3,041,600$41.5M0.76%−3,400−0.1%Reduced
Norges Bank2,940,940$40.2M0.01%+443,833+17.8%Added
Cooperman Leon G2,930,100$40.0M2.49%+30,000+1.0%Added
Hardman Johnston Global Advisors LLC2,809,095$38.4M1.50%−32,700−1.2%Reduced
Charles Schwab Investment Management Inc2,773,250$37.9M0.01%+137,294+5.2%Added
Ameriprise Financial Inc2,378,863$32.5M0.01%−2,773−0.1%Reduced
Zuckerman Investment Group, LLC2,334,180$31.9M5.04%+7,730+0.3%Added
BWCP, LP2,199,823$30.0M13.26%+145,163+7.1%Added
Nuveen Asset Management, LLC2,118,956$28.9M0.01%+1,318,741+164.8%Added
Russell Investments Group, Ltd.2,129,406$28.9M0.06%−146,260−6.4%Reduced
Morgan Stanley1,895,903$25.9M0.00%−518,573−21.5%Reduced
Janus Henderson Group PLC1,616,814$22.1M0.02%+21,522+1.3%Added
Sasco Capital Inc1,558,654$21.3M2.71%−517,180−24.9%Reduced
Natixis Advisors, L.P.1,481,574$20.2M0.08%+224,062+17.8%Added
Frontier Capital Management Co LLC1,446,596$19.8M0.22%+958,389+196.3%Added
Northern Trust Corp1,291,437$17.6M0.00%+28,549+2.3%Added
Mountain Pacific Investment Advisers Inc1,212,190$16.6M1.20%+101,522+9.1%Added
Bank of New York Mellon Corp1,174,929$16.0M0.00%+208,562+21.6%Added
Chescapmanager LLC1,130,401$15.4M4.70%+20,000+1.8%Added
Westwood Holdings Group Inc.1,054,230$14.4M0.13%+141,512+15.5%Added
Goldman Sachs Group Inc924,841$12.6M0.00%+13,410+1.5%Added
Corsair Capital Management, L.P.898,113$12.3M4.63%−3,966−0.4%Reduced
Citigroup Inc884,663$12.1M0.02%+829,025+1,490.0%Added
Braun Stacey Associates Inc852,550$11.6M0.66%+852,550New
Public Employees Retirement System of Ohio835,441$11.4M0.05%−143,417−14.7%Reduced
Beaconlight Capital, LLC793,181$10.8M6.34%+308,434+63.6%Added
Freemont Management S.A.785,500$10.7M1.71%−15,287−1.9%Reduced
Swiss National Bank773,800$10.6M0.01%+14,500+1.9%Added
Stanley Capital Management, LLC762,000$10.4M3.30%+100,000+15.1%Added
Blue Door Asset Management, LLC723,199$9.88M11.44%−201,000−21.7%Reduced
First Trust Advisors LP715,436$9.77M0.01%−930,311−56.5%Reduced
Perpetual Investment Management Ltd681,543$9.31M1.11%+115,440+20.4%Added
Fuller & Thaler Asset Management, Inc.665,160$9.09M0.06%+665,160New
Coronation Fund Managers Ltd.622,075$8.50M0.24%+622,075New
Brant Point Investment Management LLC620,028$8.47M2.41%+310,028+100.0%Added
Kennedy Capital Management, Inc.594,927$8.13M0.23%+280,738+89.4%Added
California Public Employees Retirement System583,586$7.97M0.01%−106,871−15.5%Reduced
Brandywine Global Investment Management, LLC575,359$7.86M0.06%+152,748+36.1%Added
Polar Capital Holdings Plc558,500$7.63M0.06%+295,465+112.3%Added
Lombard Odier Asset Management (USA) Corp540,000$7.38M1.20%−171,000−24.1%Reduced
Crystal Rock Capital Management497,475$6.80M5.85%+497,475New
UBS Asset Management Americas Inc491,109$6.71M0.00%+5,791+1.2%Added
D. E. Shaw & Co., Inc.480,524$6.56M0.01%−455,311−48.7%Reduced
Highlander Partners, L.P.436,241$5.96M8.08%−85,890−16.4%Reduced
Philadelphia Trust Co435,970$5.96M0.64%−65,130−13.0%Reduced
Colony Capital, Inc.433,516$5.92M0.88%−174,508−28.7%Reduced
Ratan Capital Management LP413,978$5.66M4.54%+328,978+387.0%Added
California State Teachers Retirement System400,763$5.47M0.01%+4,652+1.2%Added
Point72 Asset Management, L.P.376,563$5.14M0.02%+376,563New
Walleye Capital LLC375,149$5.12M0.11%+375,149New
Bank of America Corp345,625$4.72M0.00%−143,363−29.3%Reduced
Otter Creek Advisors, LLC345,427$4.72M4.20%−69,685−16.8%Reduced
Rhumbline Advisers335,424$4.58M0.01%+27,731+9.0%Added
Bank of Montreal293,191$4.36M0.00%−434,481−59.7%Reduced
HRT Financial LP306,381$4.18M0.06%+306,381New
New York State Common Retirement Fund304,702$4.16M0.01%−184−0.1%Reduced
Citadel Advisors LLC281,648$3.85M0.00%−36,385−11.4%Reduced
JPMorgan Chase & Co276,317$3.77M0.00%+74,973+37.2%Added
Cherry Creek Investment Advisors, Inc.275,057$3.76M2.91%−807−0.3%Reduced
Credit Suisse AG268,865$3.67M0.00%+5,579+2.1%Added
Rheos Capital Works Inc.265,000$3.62M0.22%00.0%Unchanged
Susquehanna International Group, LLP261,746$3.58M0.01%+36,493+16.2%Added
Castleark Management LLC258,350$3.53M0.18%+258,350New
Needham Investment Management LLC257,500$3.52M0.64%00.0%Unchanged
Legal & General Group Plc256,861$3.51M0.00%−12,241−4.5%Reduced
State Board of Administration of Florida Retirement System255,870$3.50M0.01%+9,580+3.9%Added
Envestnet Asset Management Inc255,656$3.49M0.00%+2,973+1.2%Added
Twinbeech Capital LP254,105$3.47M0.07%−87,013−25.5%Reduced
State of Wisconsin Investment Board242,555$3.31M0.01%+68,206+39.1%Added
Albar Capital Ltd240,416$3.28M1.23%+240,416New
CenterBook Partners LP231,494$3.16M0.52%+80,113+52.9%Added
Creative Planning230,687$3.15M0.00%+8,080+3.6%Added
Balyasny Asset Management LLC222,405$3.04M0.01%+222,405New
Algert Global LLC220,995$3.02M0.17%+220,995New
Redwood Investment Management, LLC217,112$2.97M0.39%+217,112New