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 2023
Institutional positions in Vertiv Holdings Co as of Mar 31, 2023. 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
- 298
- +19 vs. Q4 2022
- Shares held
- 338.6M
- −2.56M (−0.8%) vs. Q4 2022
- Total value
- $4.85B
- +$189.8M (+4.1%) vs. Q4 2022
- New holders
- 49
- 106 more added
- Sold out
- 30
- 96 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 19 | $0 | 0.00% | +19 | New |
| Strategic Investment Solutions, Inc. | 20 | $286 | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 52 | $744 | 0.00% | +52 | New |
| Grove Bank & Trust | 54 | $773 | 0.00% | +54 | New |
| Machina Capital S.A.S. | 55 | $787 | 0.00% | +55 | New |
| Harbour Investments, Inc. | 62 | $887 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 63 | $902 | 0.00% | +63 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 89 | $1.27K | 0.00% | −782−89.8% | Reduced |
| Farther Finance Advisors, LLC | 97 | $1.39K | 0.00% | +97 | New |
| Glassman Wealth Services | 99 | $1.42K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $1.43K | 0.00% | +100 | New |
| Washington Trust Co | 103 | $1.47K | 0.00% | −25−19.5% | Reduced |
| Allworth Financial LP | 107 | $1.53K | 0.00% | +9+9.2% | Added |
| Lindbrook Capital, LLC | 111 | $1.59K | 0.00% | −71−39.0% | Reduced |
| Red Tortoise LLC | 147 | $2.10K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 184 | $2.63K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 323 | $4.62K | 0.00% | +112+53.1% | Added |
| Sandy Spring Bank | 405 | $5.80K | 0.00% | +405 | New |
| Washington Trust Advisors, Inc. | 440 | $6.30K | 0.00% | −121−21.6% | Reduced |
| Bell Investment Advisors, Inc | 489 | $7.00K | 0.00% | −52−9.6% | Reduced |
| Quadrant Capital Group LLC | 515 | $7.37K | 0.00% | +77+17.6% | Added |
| Spire Wealth Management | 550 | $7.87K | 0.00% | +250+83.3% | Added |
| Central Trust Co | 643 | $9.20K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 708 | $10.0K | 0.01% | −273−27.8% | Reduced |
| Leonteq Securities AG | 703 | $10.1K | 0.00% | −58−7.6% | Reduced |
| TD Private Client Wealth LLC | 933 | $13.4K | 0.00% | −37−3.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,200 | $17.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,200 | $17.2K | 0.00% | +1,200 | New |
| Private Trust Co NA | 1,308 | $18.7K | 0.00% | +105+8.7% | Added |
| Ellevest, Inc. | 1,356 | $19.4K | 0.00% | +179+15.2% | Added |
| Parallel Advisors, LLC | 1,568 | $22.4K | 0.00% | +1,159+283.4% | Added |
| US Bancorp | 1,590 | $22.8K | 0.00% | −6,513−80.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,000 | $27.0K | 0.00% | +2,000 | New |
| Hexagon Capital Partners LLC | 1,902 | $27.2K | 0.01% | −500−20.8% | Reduced |
| Global Retirement Partners, LLC | 1,911 | $28.5K | 0.00% | −19−1.0% | Reduced |
| Clear Street Markets LLC | 2,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,086 | $30.0K | 0.00% | +646+44.9% | Added |
| Ci Investments Inc. | 2,225 | $32.0K | 0.00% | +63+2.9% | Added |
| Brown Brothers Harriman & Co | 2,500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,681 | $38.4K | 0.02% | +333+14.2% | Added |
| American International Group, Inc. | 3,286 | $47.0K | 0.00% | −77−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 3,444 | $49.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,246 | $60.8K | 0.00% | −546−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,518 | $64.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,656 | $110.0K | 0.00% | −20,450−72.8% | Reduced |
| Counterpoint Mutual Funds LLC | 7,835 | $112.1K | 0.10% | +7,835 | New |
| MetLife Investment Management | 8,199 | $117.3K | 0.00% | +18+0.2% | Added |
| The PNC Financial Services Group, Inc. | 9,062 | $129.7K | 0.00% | −246−2.6% | Reduced |
| Tocqueville Asset Management L.P. | 10,000 | $143.1K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 10,000 | $143.1K | 0.01% | 00.0% | Unchanged |
| Tuttle Tactical Management | 10,131 | $145.0K | 0.94% | +10,131 | New |
| Resources Investment Advisors, LLC. | 10,245 | $146.6K | 0.00% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 10,415 | $149.0K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 10,743 | $153.7K | 0.02% | −17,998−62.6% | Reduced |
| Advisors Asset Management, Inc. | 10,800 | $154.5K | 0.00% | +537+5.2% | Added |
| LVW Advisors, LLC | 10,988 | $157.2K | 0.03% | 00.0% | Unchanged |
| Duality Advisers, LP | 11,902 | $170.3K | 0.02% | −68,918−85.3% | Reduced |
| Corton Capital Inc. | 12,333 | $176.5K | 0.12% | +12,333 | New |
| Manufacturers Life Insurance Company, The | 13,449 | $192.5K | 0.00% | +1,109+9.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,738 | $196.6K | 0.00% | +13,738 | New |
| M&T Bank Corp | 14,087 | $201.4K | 0.00% | −14,662−51.0% | Reduced |
| Greenleaf Trust | 14,400 | $206.1K | 0.00% | +313+2.2% | Added |
| Xponance, Inc. | 14,670 | $209.9K | 0.00% | −1,080−6.9% | Reduced |
| Putnam Investments LLC | 15,127 | $216.5K | 0.00% | +15,127 | New |
| Diametric Capital, LP | 15,226 | $217.9K | 0.10% | +15,226 | New |
| CI Private Wealth, LLC | 16,054 | $229.7K | 0.00% | +91+0.6% | Added |
| Koshinski Asset Management, Inc. | 16,099 | $230.4K | 0.02% | −100−0.6% | Reduced |
| Utah Retirement Systems | 16,100 | $230.4K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,235 | $232.3K | 0.00% | +73+0.5% | Added |
| Teza Capital Management LLC | 16,354 | $234.0K | 0.05% | +16,354 | New |
| Neuberger Berman Group LLC | 17,914 | $256.3K | 0.00% | −1,737−8.8% | Reduced |
| Shell Asset Management Co | 18,038 | $258.0K | 0.01% | −63−0.3% | Reduced |
| Great West Life Assurance Co | 18,392 | $263.0K | 0.00% | −1,517−7.6% | Reduced |
| JustInvest LLC | 18,440 | $263.9K | 0.01% | −707−3.7% | Reduced |
| Stephenson National Bank & Trust | 19,580 | $280.2K | 0.17% | −3,142−13.8% | Reduced |
| Boothbay Fund Management, LLC | 19,759 | $282.8K | 0.01% | −8,313−29.6% | Reduced |
| Claybrook Capital, LLC | 19,760 | $282.8K | 0.16% | 00.0% | Unchanged |
| American Trust | 21,050 | $301.2K | 0.02% | −1,944−8.5% | Reduced |
| SG Americas Securities, LLC | 21,099 | $302.0K | 0.00% | +4,269+25.4% | Added |
| Walleye Trading LLC | 21,612 | $309.3K | 0.01% | +4,542+26.6% | Added |
| Bard Financial Services, Inc. | 24,175 | $345.9K | 0.03% | −2,750−10.2% | Reduced |
| Maryland State Retirement & Pension System | 24,649 | $352.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 25,707 | $367.6K | 0.00% | −3,072−10.7% | Reduced |
| Wolverine Trading, LLC | 27,157 | $375.0K | 0.01% | +7,082+35.3% | Added |
| Pitcairn Co | 27,607 | $395.1K | 0.04% | +27,607 | New |
| Quantamental Technologies LLC | 27,638 | $395.5K | 0.21% | +27,638 | New |
| Mariner, LLC | 27,738 | $397.0K | 0.00% | −8,907−24.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,088 | $416.2K | 0.01% | −49,194−62.8% | Reduced |
| Merrion Investment Management Co, LLC | 30,000 | $429.3K | 0.41% | 00.0% | Unchanged |
| Principal Financial Group Inc | 30,915 | $442.4K | 0.00% | +468+1.5% | Added |
| Fox Run Management, L.L.C. | 31,790 | $454.9K | 0.15% | +6,490+25.7% | Added |
| Simon Quick Advisors, LLC | 32,513 | $465.3K | 0.05% | +17+0.1% | Added |
| Phoenix Holdings Ltd. | 32,609 | $466.6K | 0.01% | −31,155−48.9% | Reduced |
| Victory Capital Management Inc | 34,244 | $490.0K | 0.00% | −417−1.2% | Reduced |
| Arden Trust Co | 34,599 | $495.0K | 0.09% | +4,316+14.3% | Added |