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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 32,609 | $466.6K | 0.01% | −31,155−48.9% | Reduced |
| Simon Quick Advisors, LLC | 32,513 | $465.3K | 0.05% | +17+0.1% | Added |
| Fox Run Management, L.L.C. | 31,790 | $454.9K | 0.15% | +6,490+25.7% | Added |
| Principal Financial Group Inc | 30,915 | $442.4K | 0.00% | +468+1.5% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $429.3K | 0.41% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 29,088 | $416.2K | 0.01% | −49,194−62.8% | Reduced |
| Mariner, LLC | 27,738 | $397.0K | 0.00% | −8,907−24.3% | Reduced |
| Quantamental Technologies LLC | 27,638 | $395.5K | 0.21% | +27,638 | New |
| Pitcairn Co | 27,607 | $395.1K | 0.04% | +27,607 | New |
| Wolverine Trading, LLC | 27,157 | $375.0K | 0.01% | +7,082+35.3% | Added |
| Advisor Group Holdings, Inc. | 25,707 | $367.6K | 0.00% | −3,072−10.7% | Reduced |
| Maryland State Retirement & Pension System | 24,649 | $352.7K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 24,175 | $345.9K | 0.03% | −2,750−10.2% | Reduced |
| Walleye Trading LLC | 21,612 | $309.3K | 0.01% | +4,542+26.6% | Added |
| SG Americas Securities, LLC | 21,099 | $302.0K | 0.00% | +4,269+25.4% | Added |
| American Trust | 21,050 | $301.2K | 0.02% | −1,944−8.5% | Reduced |
| Claybrook Capital, LLC | 19,760 | $282.8K | 0.16% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 19,759 | $282.8K | 0.01% | −8,313−29.6% | Reduced |
| Stephenson National Bank & Trust | 19,580 | $280.2K | 0.17% | −3,142−13.8% | Reduced |
| JustInvest LLC | 18,440 | $263.9K | 0.01% | −707−3.7% | Reduced |
| Great West Life Assurance Co | 18,392 | $263.0K | 0.00% | −1,517−7.6% | Reduced |
| Shell Asset Management Co | 18,038 | $258.0K | 0.01% | −63−0.3% | Reduced |
| Neuberger Berman Group LLC | 17,914 | $256.3K | 0.00% | −1,737−8.8% | Reduced |
| Teza Capital Management LLC | 16,354 | $234.0K | 0.05% | +16,354 | New |
| Raymond James Financial Services Advisors, Inc. | 16,235 | $232.3K | 0.00% | +73+0.5% | Added |
| Utah Retirement Systems | 16,100 | $230.4K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 16,099 | $230.4K | 0.02% | −100−0.6% | Reduced |
| CI Private Wealth, LLC | 16,054 | $229.7K | 0.00% | +91+0.6% | Added |
| Diametric Capital, LP | 15,226 | $217.9K | 0.10% | +15,226 | New |
| Putnam Investments LLC | 15,127 | $216.5K | 0.00% | +15,127 | New |
| Xponance, Inc. | 14,670 | $209.9K | 0.00% | −1,080−6.9% | Reduced |
| Greenleaf Trust | 14,400 | $206.1K | 0.00% | +313+2.2% | Added |
| M&T Bank Corp | 14,087 | $201.4K | 0.00% | −14,662−51.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,738 | $196.6K | 0.00% | +13,738 | New |
| Manufacturers Life Insurance Company, The | 13,449 | $192.5K | 0.00% | +1,109+9.0% | Added |
| Corton Capital Inc. | 12,333 | $176.5K | 0.12% | +12,333 | New |
| Duality Advisers, LP | 11,902 | $170.3K | 0.02% | −68,918−85.3% | Reduced |
| LVW Advisors, LLC | 10,988 | $157.2K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,800 | $154.5K | 0.00% | +537+5.2% | Added |
| Versor Investments LP | 10,743 | $153.7K | 0.02% | −17,998−62.6% | Reduced |
| Defined Wealth Management, LLC | 10,415 | $149.0K | 0.14% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,245 | $146.6K | 0.00% | 00.0% | Unchanged |
| Tuttle Tactical Management | 10,131 | $145.0K | 0.94% | +10,131 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 9,062 | $129.7K | 0.00% | −246−2.6% | Reduced |
| MetLife Investment Management | 8,199 | $117.3K | 0.00% | +18+0.2% | Added |
| Counterpoint Mutual Funds LLC | 7,835 | $112.1K | 0.10% | +7,835 | New |
| Tower Research Capital LLC (TRC) | 7,656 | $110.0K | 0.00% | −20,450−72.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,518 | $64.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,246 | $60.8K | 0.00% | −546−11.4% | Reduced |
| Harvest Fund Management Co., Ltd | 3,444 | $49.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 3,286 | $47.0K | 0.00% | −77−2.3% | Reduced |
| Quarry LP | 2,681 | $38.4K | 0.02% | +333+14.2% | Added |
| Brown Brothers Harriman & Co | 2,500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,225 | $32.0K | 0.00% | +63+2.9% | Added |
| CWM, LLC | 2,086 | $30.0K | 0.00% | +646+44.9% | Added |
| Clear Street Markets LLC | 2,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,911 | $28.5K | 0.00% | −19−1.0% | Reduced |
| Hexagon Capital Partners LLC | 1,902 | $27.2K | 0.01% | −500−20.8% | Reduced |
| DekaBank Deutsche Girozentrale | 2,000 | $27.0K | 0.00% | +2,000 | New |
| US Bancorp | 1,590 | $22.8K | 0.00% | −6,513−80.4% | Reduced |
| Parallel Advisors, LLC | 1,568 | $22.4K | 0.00% | +1,159+283.4% | Added |
| Ellevest, Inc. | 1,356 | $19.4K | 0.00% | +179+15.2% | Added |
| Private Trust Co NA | 1,308 | $18.7K | 0.00% | +105+8.7% | Added |
| 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 |
| Harbor Investment Advisory, LLC | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 933 | $13.4K | 0.00% | −37−3.8% | Reduced |
| Leonteq Securities AG | 703 | $10.1K | 0.00% | −58−7.6% | Reduced |
| Covestor Ltd | 708 | $10.0K | 0.01% | −273−27.8% | Reduced |
| Central Trust Co | 643 | $9.20K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 550 | $7.87K | 0.00% | +250+83.3% | Added |
| Quadrant Capital Group LLC | 515 | $7.37K | 0.00% | +77+17.6% | Added |
| Bell Investment Advisors, Inc | 489 | $7.00K | 0.00% | −52−9.6% | Reduced |
| Washington Trust Advisors, Inc. | 440 | $6.30K | 0.00% | −121−21.6% | Reduced |
| Sandy Spring Bank | 405 | $5.80K | 0.00% | +405 | New |
| Northwestern Mutual Wealth Management Co | 323 | $4.62K | 0.00% | +112+53.1% | Added |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 184 | $2.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $2.10K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 111 | $1.59K | 0.00% | −71−39.0% | Reduced |
| Allworth Financial LP | 107 | $1.53K | 0.00% | +9+9.2% | Added |
| Washington Trust Co | 103 | $1.47K | 0.00% | −25−19.5% | Reduced |
| TCI Wealth Advisors, Inc. | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $1.43K | 0.00% | +100 | New |
| Glassman Wealth Services | 99 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $1.39K | 0.00% | +97 | New |
| Huntington National Bank | 89 | $1.27K | 0.00% | −782−89.8% | Reduced |
| 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 |
| Jackson, Grant Investment Advisers, Inc. | 63 | $902 | 0.00% | +63 | New |
| Harbour Investments, Inc. | 62 | $887 | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 55 | $787 | 0.00% | +55 | New |
| Grove Bank & Trust | 54 | $773 | 0.00% | +54 | New |
| Baker Avenue Asset Management, LP | 52 | $744 | 0.00% | +52 | New |
| Strategic Investment Solutions, Inc. | 20 | $286 | 0.00% | +20 | New |
| Centerpoint Advisors, LLC | 19 | $0 | 0.00% | +19 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −376,563−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −265,000−100.0% | Sold out |