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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 50,269 | $1.25M | 0.30% | +13,321+36.1% | Added |
| Gladstone Institutional Advisory LLC | 50,038 | $1.24M | 0.08% | −49,962−50.0% | Reduced |
| Verition Fund Management LLC | 50,016 | $1.24M | 0.02% | −177,646−78.0% | Reduced |
| Lighthouse Investment Partners, LLC | 50,000 | $1.24M | 0.09% | +50,000 | New |
| Amalgamated Bank | 49,930 | $1.24M | 0.01% | −1,809−3.5% | Reduced |
| Highland Capital Management, LLC | 48,550 | $1.20M | 0.08% | +48,550 | New |
| Point72 Middle East FZE | 47,728 | $1.18M | 0.07% | −1,363−2.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 46,754 | $1.16M | 0.02% | +17,666+60.7% | Added |
| Public Employees Retirement Association of Colorado | 45,644 | $1.13M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 45,640 | $1.13M | 0.01% | +45,640 | New |
| Cambridge Investment Research Advisors, Inc. | 45,551 | $1.13M | 0.01% | +45,551 | New |
| Tower Research Capital LLC (TRC) | 45,400 | $1.12M | 0.04% | +37,744+493.0% | Added |
| Creative Planning | 43,009 | $1.07M | 0.00% | −13,616−24.0% | Reduced |
| Virginia Retirement Systems Et Al | 41,600 | $1.03M | 0.01% | −12,100−22.5% | Reduced |
| XTX Topco Ltd | 41,171 | $1.02M | 0.18% | +1,839+4.7% | Added |
| Simplex Trading, LLC | 40,591 | $1.00M | 0.04% | −7,286−15.2% | Reduced |
| WT Asset Management Ltd | 40,000 | $990.8K | 0.30% | +40,000 | New |
| Silvant Capital Management LLC | 39,762 | $984.9K | 0.06% | +39,762 | New |
| Federated Hermes, Inc. | 39,334 | $974.3K | 0.00% | +2,411+6.5% | Added |
| Bowen Hanes & Co Inc | 39,000 | $966.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 38,549 | $954.9K | 0.05% | +16,937+78.4% | Added |
| Wolverine Trading, LLC | 39,377 | $950.2K | 0.01% | +12,220+45.0% | Added |
| Pictet Asset Management SA | 38,060 | $942.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 36,915 | $914.4K | 0.00% | −1,636−4.2% | Reduced |
| Garrison Asset Management, LLC | 35,795 | $886.6K | 0.53% | +764+2.2% | Added |
| HN Saltoro Capital, LP | 35,150 | $870.7K | 2.33% | +35,150 | New |
| AE Wealth Management LLC | 32,310 | $800.3K | 0.00% | −13,572−29.6% | Reduced |
| Ethic Inc. | 32,265 | $799.2K | 0.03% | −18,662−36.6% | Reduced |
| Boothbay Fund Management, LLC | 31,130 | $771.1K | 0.03% | +11,371+57.5% | Added |
| Richard W. Paul & Associates, LLC | 30,797 | $762.8K | 0.33% | −14,452−31.9% | Reduced |
| Advisors Asset Management, Inc. | 30,620 | $758.5K | 0.02% | +19,820+183.5% | Added |
| Quantinno Capital Management LP | 30,501 | $756.0K | 0.04% | +30,501 | New |
| Virtue Capital Management, LLC | 30,869 | $750.1K | 0.13% | +30,869 | New |
| Merrion Investment Management Co, LLC | 30,000 | $743.1K | 0.63% | 00.0% | Unchanged |
| Anson Funds Management LP | 30,000 | $743.1K | 0.22% | +30,000 | New |
| Hanseatic Management Services Inc | 29,295 | $726.0K | 1.34% | +29,295 | New |
| Pitcairn Co | 27,980 | $693.1K | 0.06% | +373+1.4% | Added |
| GTS Securities LLC | 27,904 | $691.2K | 0.02% | +27,904 | New |
| Cutler Group LP | 27,206 | $673.0K | 0.16% | −20,954−43.5% | Reduced |
| Simon Quick Advisors, LLC | 26,244 | $650.1K | 0.06% | −6,269−19.3% | Reduced |
| Maryland State Retirement & Pension System | 24,649 | $610.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,708 | $587.3K | 0.00% | −1,999−7.8% | Reduced |
| Hantz Financial Services, Inc. | 23,137 | $573.0K | 0.01% | −12,444−35.0% | Reduced |
| Sandbar Asset Management LLP | 23,124 | $573.0K | 1.57% | +23,124 | New |
| Bard Financial Services, Inc. | 22,925 | $567.9K | 0.04% | −1,250−5.2% | Reduced |
| Bank of Hawaii | 22,507 | $557.5K | 0.03% | +22,507 | New |
| Quantbot Technologies LP | 22,054 | $546.3K | 0.04% | −115,081−83.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,537 | $533.5K | 0.02% | −101,780−82.5% | Reduced |
| Qsemble Capital Management, LP | 20,600 | $510.3K | 0.36% | +20,600 | New |
| Mariner, LLC | 20,412 | $505.6K | 0.00% | −7,326−26.4% | Reduced |
| Claybrook Capital, LLC | 19,760 | $489.5K | 0.26% | 00.0% | Unchanged |
| JustInvest LLC | 19,353 | $479.4K | 0.01% | +913+5.0% | Added |
| Fox Run Management, L.L.C. | 19,204 | $475.7K | 0.13% | −12,586−39.6% | Reduced |
| Sherbrooke Park Advisers LLC | 19,077 | $472.5K | 0.25% | +19,077 | New |
| Raymond James & Associates | 18,979 | $470.1K | 0.00% | +18,979 | New |
| Neuberger Berman Group LLC | 18,468 | $457.5K | 0.00% | +554+3.1% | Added |
| Shell Asset Management Co | 17,935 | $444.0K | 0.02% | −103−0.6% | Reduced |
| Utah Retirement Systems | 17,400 | $431.0K | 0.01% | +1,300+8.1% | Added |
| Dark Forest Capital Management LP | 17,081 | $423.1K | 0.04% | +17,081 | New |
| AXA S.A. | 17,000 | $421.1K | 0.00% | +17,000 | New |
| Great West Life Assurance Co | 16,363 | $407.0K | 0.00% | −2,029−11.0% | Reduced |
| American Trust | 16,406 | $406.4K | 0.03% | −4,644−22.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,087 | $398.5K | 0.04% | −80,180−83.3% | Reduced |
| CI Private Wealth, LLC | 15,992 | $396.1K | 0.00% | −62−0.4% | Reduced |
| Axq Capital, LP | 15,200 | $376.5K | 0.47% | +15,200 | New |
| Vestcor Inc | 14,984 | $371.0K | 0.01% | +14,984 | New |
| Greenleaf Trust | 14,345 | $355.3K | 0.00% | −55−0.4% | Reduced |
| Gsa Capital Partners LLP | 14,252 | $353.0K | 0.04% | +14,252 | New |
| Arden Trust Co | 14,186 | $351.0K | 0.06% | −20,413−59.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,134 | $350.1K | 0.00% | −2,101−12.9% | Reduced |
| Gamco Investors, Inc. Et Al | 14,000 | $346.8K | 0.00% | +14,000 | New |
| Xponance, Inc. | 13,981 | $346.3K | 0.00% | −689−4.7% | Reduced |
| Independent Financial Group, LLC | 13,948 | $345.5K | 0.02% | +13,948 | New |
| Advisor Partners II, LLC | 13,352 | $330.7K | 0.02% | +13,352 | New |
| Manufacturers Life Insurance Company, The | 13,287 | $329.1K | 0.00% | −162−1.2% | Reduced |
| Baader Bank INC | 13,230 | $327.7K | 0.03% | +13,230 | New |
| Koshinski Asset Management, Inc. | 12,362 | $306.2K | 0.03% | −3,737−23.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,195 | $302.1K | 0.03% | +12,195 | New |
| Corton Capital Inc. | 11,903 | $294.8K | 0.14% | −430−3.5% | Reduced |
| M&T Bank Corp | 11,871 | $294.0K | 0.00% | −2,216−15.7% | Reduced |
| Teza Capital Management LLC | 11,649 | $288.5K | 0.05% | −4,705−28.8% | Reduced |
| Stephenson National Bank & Trust | 11,550 | $286.1K | 0.16% | −8,030−41.0% | Reduced |
| Resources Investment Advisors, LLC. | 10,751 | $266.3K | 0.01% | +506+4.9% | Added |
| Abn Amro Investment Solutions | 10,463 | $259.2K | 0.01% | +10,463 | New |
| Defined Wealth Management, LLC | 10,416 | $258.0K | 0.22% | +10.0% | Added |
| Quadrature Capital Ltd | 10,389 | $257.3K | 0.01% | +10,389 | New |
| Diametric Capital, LP | 10,379 | $257.1K | 0.11% | −4,847−31.8% | Reduced |
| 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 |
| Van Den Berg Management I, Inc | 9,861 | $244.3K | 0.09% | +9,861 | New |
| Counterpoint Mutual Funds LLC | 9,756 | $241.7K | 0.22% | +1,921+24.5% | Added |
| Tokio Marine Asset Management Co Ltd | 9,500 | $235.3K | 0.02% | +9,500 | New |
| Bank of Montreal | 9,470 | $234.6K | 0.00% | −56,600−85.7% | Reduced |
| CIBC Asset Management Inc | 9,369 | $232.1K | 0.00% | +9,369 | New |
| Hyperion Capital Advisors LP | 9,000 | $222.9K | 0.12% | +9,000 | New |
| Harvest Fund Management Co., Ltd | 8,674 | $215.0K | 0.04% | +5,230+151.9% | Added |
| Perigon Wealth Management, LLC | 8,263 | $204.7K | 0.01% | +8,263 | New |
| Prelude Capital Management, LLC | 8,182 | $202.7K | 0.02% | −171,385−95.4% | Reduced |
| MetLife Investment Management | 7,383 | $182.9K | 0.00% | −816−10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,558 | $112.9K | 0.01% | +40+0.9% | Added |