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, Q3 2023
Institutional positions in Vertiv Holdings Co as of Sep 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
- 454
- +104 vs. Q2 2023
- Shares held
- 340.4M
- −601.9K (−0.2%) vs. Q2 2023
- Total value
- $12.7B
- +$4.28B (+50.8%) vs. Q2 2023
- New holders
- 138
- 142 more added
- Sold out
- 34
- 146 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Motco | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $74 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 4 | $149 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $149 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $149 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $186 | 0.00% | −94−94.9% | Reduced |
| Washington Trust Co | 8 | $298 | 0.00% | −76−90.5% | Reduced |
| Parkside Financial Bank & Trust | 15 | $558 | 0.00% | −489−97.0% | Reduced |
| Harbour Investments, Inc. | 16 | $595 | 0.00% | −14−46.7% | Reduced |
| AdvisorNet Financial, Inc | 25 | $930 | 0.00% | +25 | New |
| Centerpoint Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Glass Jacobson Investment Advisors llc | 28 | $1.04K | 0.00% | −21−42.9% | Reduced |
| Bokf, NA | 27 | $1.06K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 30 | $1.12K | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 40 | $1.49K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 46 | $1.70K | 0.00% | +13+39.4% | Added |
| JFS Wealth Advisors, LLC | 71 | $2.64K | 0.00% | +71 | New |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 91 | $3.00K | 0.00% | +91 | New |
| Jones Financial Companies LLLP | 86 | $3.20K | 0.00% | +86 | New |
| FIL Ltd | 95 | $3.53K | 0.00% | +95 | New |
| Glassman Wealth Services | 99 | $3.68K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $3.72K | 0.00% | +100 | New |
| Macroview Investment Management LLC | 102 | $3.79K | 0.01% | +102 | New |
| Lindbrook Capital, LLC | 104 | $3.87K | 0.00% | +8+8.3% | Added |
| IFP Advisors, Inc | 106 | $3.94K | 0.00% | +106 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 110 | $4.09K | 0.00% | +54+96.4% | Added |
| Grove Bank & Trust | 115 | $4.28K | 0.00% | +115 | New |
| Rosenberg Matthew Hamilton | 127 | $4.72K | 0.00% | +127 | New |
| VisionPoint Advisory Group, LLC | 145 | $5.39K | 0.00% | +145 | New |
| Red Tortoise LLC | 147 | $5.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 150 | $5.58K | 0.00% | −107−41.6% | Reduced |
| Independence Bank of Kentucky | 150 | $5.58K | 0.00% | +84+127.3% | Added |
| Tyler-Stone Wealth Management | 150 | $6.00K | 0.00% | +150 | New |
| Oliver Lagore Vanvalin Investment Group | 163 | $6.06K | 0.00% | −109−40.1% | Reduced |
| Versant Capital Management, Inc | 184 | $6.84K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 222 | $8.26K | 0.00% | +222 | New |
| TD Private Client Wealth LLC | 295 | $11.0K | 0.00% | −328−52.6% | Reduced |
| Raleigh Capital Management Inc. | 319 | $11.9K | 0.01% | +319 | New |
| Proequities, Inc. | 328 | $12.2K | 0.00% | +328 | New |
| Parallel Advisors, LLC | 330 | $12.3K | 0.00% | +42+14.6% | Added |
| St Germain D J Co Inc | 400 | $14.9K | 0.00% | +400 | New |
| Loomis Sayles & Co L P | 401 | $15.0K | 0.00% | +158+65.0% | Added |
| Central Trust Co | 436 | $16.2K | 0.00% | −110−20.1% | Reduced |
| Bell Investment Advisors, Inc | 436 | $16.2K | 0.00% | −37−7.8% | Reduced |
| Covestor Ltd | 446 | $17.0K | 0.01% | −251−36.0% | Reduced |
| Tower Research Capital LLC (TRC) | 498 | $18.5K | 0.00% | −44,902−98.9% | Reduced |
| Ramirez Asset Management, Inc. | 550 | $20.5K | 0.00% | +550 | New |
| Cutler Group LP | 572 | $21.0K | 0.00% | −26,634−97.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 599 | $22.3K | 0.00% | −69,901−99.2% | Reduced |
| Acadian Asset Management LLC | 667 | $24.0K | 0.00% | +667 | New |
| First Horizon Advisors, Inc. | 662 | $24.6K | 0.00% | +409+161.7% | Added |
| Quadrant Capital Group LLC | 687 | $25.6K | 0.00% | +6+0.9% | Added |
| Quarry LP | 818 | $30.4K | 0.02% | +818 | New |
| FWL Investment Management, LLC | 919 | $34.2K | 0.02% | +919 | New |
| Private Trust Co NA | 952 | $35.4K | 0.00% | −64−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,000 | $37.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,025 | $38.1K | 0.00% | +1,025 | New |
| Nomura Asset Management Co Ltd | 1,200 | $44.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,200 | $44.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,329 | $49.4K | 0.00% | +996+299.1% | Added |
| Stephens Inc | 1,557 | $57.9K | 0.00% | −1,036−40.0% | Reduced |
| Global Retirement Partners, LLC | 1,588 | $60.6K | 0.00% | +366+30.0% | Added |
| Hexagon Capital Partners LLC | 1,790 | $66.6K | 0.02% | +88+5.2% | Added |
| Brown Brothers Harriman & Co | 2,500 | $93.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 2,539 | $94.5K | 0.01% | +2,539 | New |
| Atlas Capital Advisors LLC | 2,574 | $95.8K | 0.02% | +2,574 | New |
| USA Financial Portformulas Corp | 2,809 | $104.5K | 0.16% | +673+31.5% | Added |
| American International Group, Inc. | 3,120 | $116.1K | 0.00% | +11+0.4% | Added |
| The PNC Financial Services Group, Inc. | 3,335 | $124.1K | 0.00% | +564+20.4% | Added |
| Signaturefd, LLC | 3,359 | $125.0K | 0.00% | −149−4.2% | Reduced |
| Counterpoint Mutual Funds LLC | 3,619 | $134.6K | 0.11% | −6,137−62.9% | Reduced |
| US Bancorp | 3,958 | $147.2K | 0.00% | +177+4.7% | Added |
| Leonteq Securities AG | 4,000 | $148.8K | 0.02% | +4,000 | New |
| CWM, LLC | 4,231 | $157.0K | 0.00% | +2,010+90.5% | Added |
| Robeco Institutional Asset Management B.V. | 4,286 | $159.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,417 | $162.0K | 0.00% | +3,417+341.7% | Added |
| EverSource Wealth Advisors, LLC | 4,567 | $169.9K | 0.02% | +9+0.2% | Added |
| State of Wyoming | 5,360 | $199.4K | 0.04% | +5,360 | New |
| Spire Wealth Management | 5,657 | $210.4K | 0.01% | +5,576+6,884.0% | Added |
| Cahill Financial Advisors Inc | 5,680 | $211.3K | 0.04% | +5,680 | New |
| Kestra Advisory Services, LLC | 5,758 | $214.2K | 0.00% | +5,758 | New |
| Convergence Investment Partners, LLC | 5,771 | $215.0K | 0.13% | +5,771 | New |
| Verition Fund Management LLC | 5,818 | $216.4K | 0.00% | −44,198−88.4% | Reduced |
| Scotia Capital Inc. | 5,875 | $218.5K | 0.00% | +5,875 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,981 | $222.5K | 0.01% | −40,773−87.2% | Reduced |
| Van Den Berg Management I, Inc | 6,071 | $225.8K | 0.08% | −3,790−38.4% | Reduced |
| Journey Strategic Wealth LLC | 6,164 | $229.3K | 0.01% | +6,164 | New |
| Nebula Research & Development LLC | 6,177 | $229.8K | 0.12% | +6,177 | New |
| KBC Group NV | 6,416 | $239.0K | 0.00% | +6,416 | New |
| Capula Management Ltd | 6,592 | $245.2K | 0.02% | +6,592 | New |
| MML Investors Services, LLC | 6,684 | $249.0K | 0.00% | +6,684 | New |
| AM Squared Ltd | 6,800 | $253.0K | 0.39% | +6,800 | New |
| Chesley Taft & Associates LLC | 6,920 | $257.4K | 0.02% | +6,920 | New |
| Old West Investment Management, LLC | 6,930 | $257.8K | 0.13% | +6,930 | New |
| Campbell & CO Investment Adviser LLC | 6,980 | $259.7K | 0.03% | +6,980 | New |
| Sanders Morris Harris LLC | 7,000 | $266.0K | 0.05% | +7,000 | New |