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.
| 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 2022
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pier 88 Investment Partners LLC | 10 | $137 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $314 | 0.00% | +23 | New |
| Harbour Investments, Inc. | 62 | $847 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 80 | $1.00K | 0.00% | +52+185.7% | Added |
| Comerica Securities,inc. | 90 | $1.23K | 0.00% | +90 | New |
| Allworth Financial LP | 98 | $1.34K | 0.00% | +98 | New |
| Glassman Wealth Services | 99 | $1.35K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $1.37K | 0.00% | +82+455.6% | Added |
| Glass Jacobson Investment Advisors llc | 100 | $1.37K | 0.00% | +100 | New |
| Washington Trust Co | 128 | $1.75K | 0.00% | −31−19.5% | Reduced |
| Cornerstone Planning Group LLC | 142 | $1.98K | 0.00% | +142 | New |
| IFP Advisors, Inc | 163 | $2.00K | 0.00% | −587−78.3% | Reduced |
| Ronald Blue Trust, Inc. | 221 | $2.00K | 0.00% | +221 | New |
| Red Tortoise LLC | 147 | $2.01K | 0.00% | +147 | New |
| Lindbrook Capital, LLC | 182 | $2.49K | 0.00% | +182 | New |
| Versant Capital Management, Inc | 184 | $2.51K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 211 | $2.88K | 0.00% | +11+5.5% | Added |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 246 | $3.02K | 0.00% | +246 | New |
| Spire Wealth Management | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 336 | $5.00K | 0.00% | +336 | New |
| Parallel Advisors, LLC | 409 | $5.59K | 0.00% | +147+56.1% | Added |
| Quadrant Capital Group LLC | 438 | $5.98K | 0.00% | +171+64.0% | Added |
| Bell Investment Advisors, Inc | 541 | $7.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 561 | $7.66K | 0.00% | −14−2.4% | Reduced |
| Central Trust Co | 643 | $8.78K | 0.00% | −3,896−85.8% | Reduced |
| Joseph Group Capital Management | 645 | $9.00K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 761 | $10.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 871 | $11.9K | 0.00% | +870+87,000.0% | Added |
| Covestor Ltd | 981 | $13.0K | 0.01% | +57+6.2% | Added |
| TD Private Client Wealth LLC | 970 | $13.3K | 0.00% | −128−11.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,203 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,177 | $16.1K | 0.00% | +671+132.6% | Added |
| Colonial Trust Advisors | 1,200 | $16.4K | 0.00% | +1,200 | New |
| CWM, LLC | 1,440 | $20.0K | 0.00% | +116+8.8% | Added |
| Sutton Wealth Advisors Inc. | 1,688 | $23.1K | 0.01% | +1,688 | New |
| Global Retirement Partners, LLC | 1,930 | $26.4K | 0.00% | −864−30.9% | Reduced |
| Clear Street Markets LLC | 2,000 | $27.0K | 0.01% | +2,000 | New |
| Ci Investments Inc. | 2,162 | $30.0K | 0.00% | +1,963+986.4% | Added |
| Quarry LP | 2,348 | $32.1K | 0.04% | +2,348 | New |
| Hexagon Capital Partners LLC | 2,402 | $32.8K | 0.01% | −98−3.9% | Reduced |
| Brown Brothers Harriman & Co | 2,500 | $34.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,363 | $45.9K | 0.00% | −69−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 3,444 | $47.0K | 0.01% | +983+39.9% | Added |
| EverSource Wealth Advisors, LLC | 4,518 | $61.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,792 | $65.5K | 0.00% | +4,636+2,971.8% | Added |
| Natixis | 6,800 | $92.9K | 0.00% | +6,800 | New |
| US Bancorp | 8,103 | $110.7K | 0.00% | +1,826+29.1% | Added |
| MetLife Investment Management | 8,181 | $111.8K | 0.00% | −51−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 9,308 | $127.1K | 0.00% | +6,824+274.7% | Added |
| Industrial Alliance Investment Management Inc. | 9,500 | $130.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 9,533 | $130.2K | 0.01% | +9,533 | New |
| Tocqueville Asset Management L.P. | 10,000 | $136.6K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 10,000 | $136.6K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 10,021 | $136.9K | 0.01% | −1,075−9.7% | Reduced |
| Resources Investment Advisors, LLC. | 10,245 | $139.9K | 0.00% | +10,245 | New |
| Advisors Asset Management, Inc. | 10,263 | $140.2K | 0.00% | +5,310+107.2% | Added |
| Defined Wealth Management, LLC | 10,415 | $142.3K | 0.13% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 10,883 | $148.7K | 0.04% | −15,281−58.4% | Reduced |
| LVW Advisors, LLC | 10,988 | $150.1K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 11,510 | $157.0K | 0.01% | +1,211+11.8% | Added |
| Virtu Financial LLC | 12,030 | $164.0K | 0.02% | +12,030 | New |
| Cetera Investment Advisers | 12,074 | $164.9K | 0.00% | +12,074 | New |
| Manufacturers Life Insurance Company, The | 12,340 | $168.6K | 0.00% | +12,340 | New |
| Inlet Private Wealth, LLC | 12,500 | $170.8K | 0.05% | −144,400−92.0% | Reduced |
| Prudential Financial Inc | 12,859 | $175.7K | 0.00% | +790+6.5% | Added |
| Oak Thistle LLC | 12,907 | $176.3K | 0.38% | +12,907 | New |
| Raymond James & Associates | 12,914 | $176.4K | 0.00% | −6,533−33.6% | Reduced |
| Greenleaf Trust | 14,087 | $192.0K | 0.00% | +194+1.4% | Added |
| Magnetar Financial LLC | 14,882 | $203.0K | 0.00% | +14,882 | New |
| Xponance, Inc. | 15,750 | $215.1K | 0.00% | +5,737+57.3% | Added |
| CI Private Wealth, LLC | 15,963 | $218.1K | 0.00% | +15,963 | New |
| Utah Retirement Systems | 16,100 | $219.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,162 | $220.8K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,173 | $220.9K | 0.05% | −59,678−78.7% | Reduced |
| Koshinski Asset Management, Inc. | 16,199 | $221.3K | 0.02% | −712−4.2% | Reduced |
| Quantbot Technologies LP | 16,481 | $225.1K | 0.02% | +16,481 | New |
| SG Americas Securities, LLC | 16,830 | $230.0K | 0.00% | +16,830 | New |
| Walleye Trading LLC | 17,070 | $233.2K | 0.01% | +17,070 | New |
| Cutler Group LP | 17,885 | $244.0K | 0.03% | +17,744+12,584.4% | Added |
| Shell Asset Management Co | 18,101 | $247.0K | 0.01% | −3,677−16.9% | Reduced |
| Centiva Capital, LP | 18,890 | $258.0K | 0.02% | +18,890 | New |
| JustInvest LLC | 19,147 | $261.5K | 0.01% | +41+0.2% | Added |
| Neuberger Berman Group LLC | 19,651 | $268.4K | 0.00% | +571+3.0% | Added |
| Claybrook Capital, LLC | 19,760 | $269.9K | 0.17% | 00.0% | Unchanged |
| Great West Life Assurance Co | 19,909 | $273.0K | 0.00% | +3,086+18.3% | Added |
| Wolverine Trading, LLC | 20,075 | $274.0K | 0.00% | +20,075 | New |
| TriaGen Wealth Management LLC | 21,480 | $293.4K | 0.16% | +21,480 | New |
| Stephenson National Bank & Trust | 22,722 | $310.0K | 0.20% | −3,405−13.0% | Reduced |
| American Trust | 22,994 | $314.1K | 0.03% | −4,408−16.1% | Reduced |
| Maryland State Retirement & Pension System | 24,649 | $336.7K | 0.01% | +24,649 | New |
| Fox Run Management, L.L.C. | 25,300 | $345.6K | 0.14% | +25,300 | New |
| Bard Financial Services, Inc. | 26,925 | $368.0K | 0.03% | −2,750−9.3% | Reduced |
| Principal Street Partners, LLC | 26,945 | $368.1K | 0.09% | −6,947−20.5% | Reduced |
| Marshall Wace, LLP | 27,700 | $378.4K | 0.00% | +27,700 | New |
| Boothbay Fund Management, LLC | 28,072 | $383.5K | 0.01% | +28,072 | New |
| Tower Research Capital LLC (TRC) | 28,106 | $384.0K | 0.02% | +16,506+142.3% | Added |