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, Q2 2023
Institutional positions in Vertiv Holdings Co as of Jun 30, 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
- 352
- +55 vs. Q1 2023
- Shares held
- 341.1M
- +2.66M (+0.8%) vs. Q1 2023
- Total value
- $8.44B
- +$3.59B (+74.0%) vs. Q1 2023
- New holders
- 93
- 91 more added
- Sold out
- 38
- 138 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $25 | 0.00% | +1 | New |
| Gradient Investments LLC | 17 | $421 | 0.00% | +17 | New |
| Harbour Investments, Inc. | 30 | $743 | 0.00% | −32−51.6% | Reduced |
| Farther Finance Advisors, LLC | 33 | $817 | 0.00% | −64−66.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 49 | $1.21K | 0.00% | +49 | New |
| Allworth Financial LP | 56 | $1.39K | 0.00% | −51−47.7% | Reduced |
| Independence Bank of Kentucky | 66 | $1.64K | 0.00% | +66 | New |
| Spire Wealth Management | 81 | $2.00K | 0.00% | −469−85.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 72 | $2.00K | 0.00% | −8−10.0% | Reduced |
| Washington Trust Co | 84 | $2.08K | 0.00% | −19−18.4% | Reduced |
| Lindbrook Capital, LLC | 96 | $2.38K | 0.00% | −15−13.5% | Reduced |
| Glassman Wealth Services | 99 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 99 | $2.45K | 0.00% | +99 | New |
| Red Tortoise LLC | 147 | $3.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 184 | $4.56K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 243 | $6.00K | 0.00% | +243 | New |
| First Horizon Advisors, Inc. | 253 | $6.27K | 0.00% | +253 | New |
| Washington Trust Advisors, Inc. | 257 | $6.37K | 0.00% | −183−41.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 272 | $6.74K | 0.00% | +272 | New |
| ClariVest Asset Management LLC | 289 | $7.00K | 0.00% | +289 | New |
| Parallel Advisors, LLC | 288 | $7.13K | 0.00% | −1,280−81.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 333 | $8.25K | 0.00% | +10+3.1% | Added |
| Huntington National Bank | 333 | $8.25K | 0.00% | +244+274.2% | Added |
| Sandy Spring Bank | 405 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 473 | $11.7K | 0.00% | −16−3.3% | Reduced |
| Parkside Financial Bank & Trust | 504 | $12.5K | 0.00% | +504 | New |
| Central Trust Co | 546 | $13.5K | 0.00% | −97−15.1% | Reduced |
| TD Private Client Wealth LLC | 623 | $15.4K | 0.00% | −310−33.2% | Reduced |
| Quadrant Capital Group LLC | 681 | $16.9K | 0.00% | +166+32.2% | Added |
| Covestor Ltd | 697 | $17.0K | 0.01% | −11−1.6% | Reduced |
| Headlands Technologies LLC | 756 | $18.7K | 0.01% | +756 | New |
| DekaBank Deutsche Girozentrale | 1,000 | $24.0K | 0.00% | −1,000−50.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $24.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,016 | $25.2K | 0.00% | −292−22.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,200 | $29.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,200 | $29.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,222 | $30.3K | 0.00% | −689−36.1% | Reduced |
| Hexagon Capital Partners LLC | 1,702 | $42.2K | 0.01% | −200−10.5% | Reduced |
| USA Financial Portformulas Corp | 2,136 | $52.9K | 0.08% | +2,136 | New |
| CWM, LLC | 2,221 | $55.0K | 0.00% | +135+6.5% | Added |
| Brown Brothers Harriman & Co | 2,500 | $61.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,596 | $64.0K | 0.00% | +371+16.7% | Added |
| Stephens Inc | 2,593 | $64.2K | 0.00% | +2,593 | New |
| The PNC Financial Services Group, Inc. | 2,771 | $68.6K | 0.00% | −6,291−69.4% | Reduced |
| Caption Management, LLC | 2,821 | $69.9K | 0.01% | −32,479−92.0% | Reduced |
| American International Group, Inc. | 3,109 | $77.0K | 0.00% | −177−5.4% | Reduced |
| Signaturefd, LLC | 3,508 | $86.9K | 0.00% | −738−17.4% | Reduced |
| US Bancorp | 3,781 | $93.7K | 0.00% | +2,191+137.8% | Added |
| Lazard Asset Management LLC | 4,118 | $101.0K | 0.00% | +4,118 | New |
| Robeco Institutional Asset Management B.V. | 4,286 | $106.2K | 0.00% | +4,286 | New |
| EverSource Wealth Advisors, LLC | 4,558 | $112.9K | 0.01% | +40+0.9% | Added |
| MetLife Investment Management | 7,383 | $182.9K | 0.00% | −816−10.0% | Reduced |
| Prelude Capital Management, LLC | 8,182 | $202.7K | 0.02% | −171,385−95.4% | Reduced |
| Perigon Wealth Management, LLC | 8,263 | $204.7K | 0.01% | +8,263 | New |
| Harvest Fund Management Co., Ltd | 8,674 | $215.0K | 0.04% | +5,230+151.9% | Added |
| Hyperion Capital Advisors LP | 9,000 | $222.9K | 0.12% | +9,000 | New |
| CIBC Asset Management Inc | 9,369 | $232.1K | 0.00% | +9,369 | New |
| Bank of Montreal | 9,470 | $234.6K | 0.00% | −56,600−85.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,500 | $235.3K | 0.02% | +9,500 | New |
| Counterpoint Mutual Funds LLC | 9,756 | $241.7K | 0.22% | +1,921+24.5% | Added |
| Van Den Berg Management I, Inc | 9,861 | $244.3K | 0.09% | +9,861 | New |
| Tocqueville Asset Management L.P. | 10,000 | $247.7K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 10,000 | $247.7K | 0.01% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,379 | $257.1K | 0.11% | −4,847−31.8% | Reduced |
| Quadrature Capital Ltd | 10,389 | $257.3K | 0.01% | +10,389 | New |
| Defined Wealth Management, LLC | 10,416 | $258.0K | 0.22% | +10.0% | Added |
| Abn Amro Investment Solutions | 10,463 | $259.2K | 0.01% | +10,463 | New |
| Resources Investment Advisors, LLC. | 10,751 | $266.3K | 0.01% | +506+4.9% | Added |
| Stephenson National Bank & Trust | 11,550 | $286.1K | 0.16% | −8,030−41.0% | Reduced |
| Teza Capital Management LLC | 11,649 | $288.5K | 0.05% | −4,705−28.8% | Reduced |
| M&T Bank Corp | 11,871 | $294.0K | 0.00% | −2,216−15.7% | Reduced |
| Corton Capital Inc. | 11,903 | $294.8K | 0.14% | −430−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,195 | $302.1K | 0.03% | +12,195 | New |
| Koshinski Asset Management, Inc. | 12,362 | $306.2K | 0.03% | −3,737−23.2% | Reduced |
| Baader Bank INC | 13,230 | $327.7K | 0.03% | +13,230 | New |
| Manufacturers Life Insurance Company, The | 13,287 | $329.1K | 0.00% | −162−1.2% | Reduced |
| Advisor Partners II, LLC | 13,352 | $330.7K | 0.02% | +13,352 | New |
| Independent Financial Group, LLC | 13,948 | $345.5K | 0.02% | +13,948 | New |
| Xponance, Inc. | 13,981 | $346.3K | 0.00% | −689−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 14,000 | $346.8K | 0.00% | +14,000 | New |
| Raymond James Financial Services Advisors, Inc. | 14,134 | $350.1K | 0.00% | −2,101−12.9% | Reduced |
| Arden Trust Co | 14,186 | $351.0K | 0.06% | −20,413−59.0% | Reduced |
| Gsa Capital Partners LLP | 14,252 | $353.0K | 0.04% | +14,252 | New |
| Greenleaf Trust | 14,345 | $355.3K | 0.00% | −55−0.4% | Reduced |
| Vestcor Inc | 14,984 | $371.0K | 0.01% | +14,984 | New |
| Axq Capital, LP | 15,200 | $376.5K | 0.47% | +15,200 | New |
| CI Private Wealth, LLC | 15,992 | $396.1K | 0.00% | −62−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,087 | $398.5K | 0.04% | −80,180−83.3% | Reduced |
| American Trust | 16,406 | $406.4K | 0.03% | −4,644−22.1% | Reduced |
| Great West Life Assurance Co | 16,363 | $407.0K | 0.00% | −2,029−11.0% | Reduced |
| AXA S.A. | 17,000 | $421.1K | 0.00% | +17,000 | New |
| Dark Forest Capital Management LP | 17,081 | $423.1K | 0.04% | +17,081 | New |
| Utah Retirement Systems | 17,400 | $431.0K | 0.01% | +1,300+8.1% | Added |
| Shell Asset Management Co | 17,935 | $444.0K | 0.02% | −103−0.6% | Reduced |
| Neuberger Berman Group LLC | 18,468 | $457.5K | 0.00% | +554+3.1% | Added |
| Raymond James & Associates | 18,979 | $470.1K | 0.00% | +18,979 | New |
| Sherbrooke Park Advisers LLC | 19,077 | $472.5K | 0.25% | +19,077 | New |
| Fox Run Management, L.L.C. | 19,204 | $475.7K | 0.13% | −12,586−39.6% | Reduced |