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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 30,038 | $1.12M | 0.07% | −20,000−40.0% | Reduced |
| Jump Financial, LLC | 30,306 | $1.13M | 0.04% | +30,306 | New |
| Polianta Ltd | 31,100 | $1.16M | 0.57% | +31,100 | New |
| Great West Life Assurance Co | 31,694 | $1.18M | 0.00% | +15,331+93.7% | Added |
| Advisors Asset Management, Inc. | 31,903 | $1.19M | 0.03% | +1,283+4.2% | Added |
| Old Mission Capital LLC | 33,021 | $1.23M | 0.04% | +33,021 | New |
| Ethic Inc. | 33,886 | $1.26M | 0.04% | +1,621+5.0% | Added |
| Principal Street Partners, LLC | 35,457 | $1.32M | 0.26% | −14,812−29.5% | Reduced |
| Pictet Asset Management Holding SA | 35,496 | $1.32M | 0.00% | +35,496 | New |
| Garrison Asset Management, LLC | 35,750 | $1.33M | 0.81% | −45−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 36,127 | $1.34M | 0.13% | +20,040+124.6% | Added |
| Cetera Investment Advisers | 36,227 | $1.35M | 0.01% | +36,227 | New |
| Versor Investments LP | 36,538 | $1.36M | 0.27% | +36,538 | New |
| Truist Financial Corp | 37,466 | $1.39M | 0.00% | +551+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 38,316 | $1.43M | 0.15% | +38,316 | New |
| Public Employees Retirement Association of Colorado | 38,893 | $1.45M | 0.01% | −6,751−14.8% | Reduced |
| Bank of Montreal | 39,224 | $1.50M | 0.00% | +29,754+314.2% | Added |
| Quantinno Capital Management LP | 43,396 | $1.61M | 0.07% | +12,895+42.3% | Added |
| Gunderson Capital Management Inc. | 44,076 | $1.64M | 1.12% | +44,076 | New |
| Iridian Asset Management LLC | 44,274 | $1.65M | 0.33% | −48,743−52.4% | Reduced |
| Parsons Capital Management Inc | 46,447 | $1.73M | 0.14% | −10,900−19.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,099 | $1.79M | 0.01% | +2,548+5.6% | Added |
| BCJ Capital Management, LLC | 48,326 | $1.80M | 0.16% | +48,326 | New |
| Standard Life Aberdeen plc | 48,337 | $1.80M | 0.00% | −210,161−81.3% | Reduced |
| Nisa Investment Advisors, LLC | 50,000 | $1.86M | 0.01% | +50,000 | New |
| GWM Advisors LLC | 51,329 | $1.91M | 0.02% | −3,510−6.4% | Reduced |
| Winton Group Ltd | 52,059 | $1.94M | 0.16% | +52,059 | New |
| Dynamic Technology Lab Private Ltd | 52,443 | $1.95M | 0.20% | +52,443 | New |
| Sigma Planning Corp | 52,512 | $1.95M | 0.07% | +52,512 | New |
| Graham Capital Management, L.P. | 54,227 | $2.02M | 0.06% | −19,689−26.6% | Reduced |
| EAM Investors, LLC | 56,552 | $2.10M | 0.41% | −27,042−32.3% | Reduced |
| Regions Financial Corp | 56,620 | $2.11M | 0.02% | −10,650−15.8% | Reduced |
| Deutsche Bank AG | 57,258 | $2.13M | 0.00% | −88−0.2% | Reduced |
| Commerce Bank | 58,738 | $2.19M | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 59,700 | $2.22M | 0.01% | 00.0% | Unchanged |
| Alight Capital Management LP | 60,000 | $2.23M | 1.19% | −190,000−76.0% | Reduced |
| Lighthouse Investment Partners, LLC | 60,000 | $2.23M | 0.13% | +10,000+20.0% | Added |
| Commonwealth Equity Services, LLC | 60,238 | $2.24M | 0.00% | +60,238 | New |
| Thames Capital Management LLC | 60,544 | $2.25M | 1.29% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 60,975 | $2.27M | 0.01% | +60,975 | New |
| Baker Avenue Asset Management, LP | 61,141 | $2.27M | 0.11% | +61,141 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,112 | $2.35M | 0.01% | +5,758+10.0% | Added |
| Hollow Brook Wealth Management LLC | 63,991 | $2.38M | 0.99% | +289+0.5% | Added |
| LPL Financial LLC | 64,702 | $2.41M | 0.00% | +2,888+4.7% | Added |
| First American Bank | 64,830 | $2.41M | 0.22% | −12,489−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 66,354 | $2.47M | 0.00% | +53,067+399.4% | Added |
| Raymond James & Associates | 67,375 | $2.51M | 0.00% | +48,396+255.0% | Added |
| Dana Investment Advisors, Inc. | 67,663 | $2.52M | 0.13% | −1,790−2.6% | Reduced |
| Jetstream Capital LLC | 68,000 | $2.53M | 5.22% | −72,000−51.4% | Reduced |
| Liontrust Investment Partners LLP | 68,883 | $2.56M | 0.04% | −641−0.9% | Reduced |
| Boulder Hill Capital Management LP | 69,300 | $2.58M | 1.60% | +69,300 | New |
| Balyasny Asset Management LLC | 70,721 | $2.63M | 0.01% | +70,721 | New |
| Ausbil Investment Management Ltd | 71,711 | $2.75M | 1.71% | +20,020+38.7% | Added |
| Quantbot Technologies LP | 74,158 | $2.76M | 0.19% | +52,104+236.3% | Added |
| Advisor Group Holdings, Inc. | 74,924 | $2.79M | 0.00% | +51,216+216.0% | Added |
| Silvant Capital Management LLC | 78,135 | $2.91M | 0.18% | +38,373+96.5% | Added |
| Chase Investment Counsel Corp | 78,493 | $2.92M | 1.46% | +1,287+1.7% | Added |
| Amalgamated Bank | 79,060 | $2.94M | 0.03% | +29,130+58.3% | Added |
| Atom Investors LP | 80,718 | $3.00M | 0.68% | +80,718 | New |
| Aquatic Capital Management LLC | 81,600 | $3.04M | 0.13% | +81,600 | New |
| Highland Capital Management, LLC | 83,933 | $3.12M | 0.21% | +35,383+72.9% | Added |
| SG Americas Securities, LLC | 85,595 | $3.18M | 0.04% | +85,595 | New |
| Walleye Capital LLC | 86,389 | $3.21M | 0.05% | −88,406−50.6% | Reduced |
| Arizona State Retirement System | 86,499 | $3.22M | 0.03% | −4,018−4.4% | Reduced |
| Rockefeller Capital Management L.P. | 88,134 | $3.28M | 0.01% | +10,556+13.6% | Added |
| Duality Advisers, LP | 89,215 | $3.32M | 0.40% | +89,215 | New |
| Quadrature Capital Ltd | 92,628 | $3.44M | 0.07% | +82,239+791.6% | Added |
| Arrowstreet Capital, Limited Partnership | 93,243 | $3.47M | 0.00% | +93,243 | New |
| HSBC Holdings PLC | 100,264 | $3.76M | 0.00% | +100,264 | New |
| Lisanti Capital Growth, LLC | 101,855 | $3.79M | 0.60% | +101,855 | New |
| STRS Ohio | 102,396 | $3.81M | 0.02% | −51,070−33.3% | Reduced |
| Southeast Asset Advisors Inc. | 102,500 | $3.81M | 0.54% | −5,185−4.8% | Reduced |
| Pinnbrook Capital Management LP | 106,148 | $3.95M | 2.60% | −23,039−17.8% | Reduced |
| Brant Point Investment Management LLC | 107,902 | $4.01M | 0.95% | −91,458−45.9% | Reduced |
| Pearl River Capital, LLC | 117,341 | $4.37M | 0.68% | +117,341 | New |
| Royal Bank of Canada | 117,658 | $4.38M | 0.00% | +27,838+31.0% | Added |
| Federated Hermes, Inc. | 120,467 | $4.48M | 0.01% | +81,133+206.3% | Added |
| Teacher Retirement System of Texas | 120,843 | $4.50M | 0.03% | +20,473+20.4% | Added |
| LMR Partners LLP | 121,516 | $4.52M | 0.10% | +121,516 | New |
| Exchange Traded Concepts, LLC | 121,592 | $4.52M | 0.13% | +1,752+1.5% | Added |
| Ensign Peak Advisors, Inc | 125,024 | $4.65M | 0.01% | +24,844+24.8% | Added |
| Numerai GP LLC | 126,161 | $4.69M | 1.56% | −14,716−10.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 140,000 | $5.21M | 1.81% | +140,000 | New |
| FORA Capital, LLC | 141,143 | $5.25M | 0.46% | +141,143 | New |
| Zacks Investment Management | 141,510 | $5.26M | 0.07% | +141,510 | New |
| Otter Creek Advisors, LLC | 143,205 | $5.33M | 5.55% | +20,000+16.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 145,514 | $5.41M | 0.03% | +145,514 | New |
| Symmetry Investments LP | 147,760 | $5.50M | 1.60% | +147,760 | New |
| EAM Global Investors LLC | 149,210 | $5.55M | 1.50% | −71,487−32.4% | Reduced |
| O'Neil Global Advisors, Inc. | 150,077 | $5.58M | 5.06% | +150,077 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 150,749 | $5.61M | 0.01% | +149+0.1% | Added |
| Bayesian Capital Management, LP | 152,389 | $5.67M | 0.65% | +53,900+54.7% | Added |
| Treasurer of the State of North Carolina | 155,039 | $5.77M | 0.03% | +13,790+9.8% | Added |
| Boothbay Fund Management, LLC | 156,024 | $5.80M | 0.20% | +124,894+401.2% | Added |
| Gotham Asset Management, LLC | 161,480 | $6.01M | 0.12% | +91,806+131.8% | Added |
| CenterBook Partners LP | 174,938 | $6.51M | 0.81% | +78,793+82.0% | Added |
| Alliancebernstein L.P. | 175,500 | $6.53M | 0.00% | −4,375,054−96.1% | Reduced |
| Bridgeway Capital Management, LLC | 175,900 | $6.54M | 0.16% | +175,900 | New |
| Allianz Asset Management GmbH | 176,779 | $6.58M | 0.01% | +58,476+49.4% | Added |
| State of New Jersey Common Pension Fund D | 177,097 | $6.59M | 0.02% | −24,401−12.1% | Reduced |