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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 74,158 | $2.76M | 0.19% | +52,104+236.3% | Added |
| Ausbil Investment Management Ltd | 71,711 | $2.75M | 1.71% | +20,020+38.7% | Added |
| Balyasny Asset Management LLC | 70,721 | $2.63M | 0.01% | +70,721 | New |
| Boulder Hill Capital Management LP | 69,300 | $2.58M | 1.60% | +69,300 | New |
| Liontrust Investment Partners LLP | 68,883 | $2.56M | 0.04% | −641−0.9% | Reduced |
| Jetstream Capital LLC | 68,000 | $2.53M | 5.22% | −72,000−51.4% | Reduced |
| Dana Investment Advisors, Inc. | 67,663 | $2.52M | 0.13% | −1,790−2.6% | Reduced |
| Raymond James & Associates | 67,375 | $2.51M | 0.00% | +48,396+255.0% | Added |
| Manufacturers Life Insurance Company, The | 66,354 | $2.47M | 0.00% | +53,067+399.4% | Added |
| First American Bank | 64,830 | $2.41M | 0.22% | −12,489−16.2% | Reduced |
| LPL Financial LLC | 64,702 | $2.41M | 0.00% | +2,888+4.7% | Added |
| Hollow Brook Wealth Management LLC | 63,991 | $2.38M | 0.99% | +289+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,112 | $2.35M | 0.01% | +5,758+10.0% | Added |
| Baker Avenue Asset Management, LP | 61,141 | $2.27M | 0.11% | +61,141 | New |
| Bridgewater Associates, LP | 60,975 | $2.27M | 0.01% | +60,975 | New |
| Thames Capital Management LLC | 60,544 | $2.25M | 1.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 60,238 | $2.24M | 0.00% | +60,238 | New |
| 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 |
| Handelsbanken Fonder AB | 59,700 | $2.22M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 58,738 | $2.19M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,258 | $2.13M | 0.00% | −88−0.2% | Reduced |
| Regions Financial Corp | 56,620 | $2.11M | 0.02% | −10,650−15.8% | Reduced |
| EAM Investors, LLC | 56,552 | $2.10M | 0.41% | −27,042−32.3% | Reduced |
| Graham Capital Management, L.P. | 54,227 | $2.02M | 0.06% | −19,689−26.6% | Reduced |
| Sigma Planning Corp | 52,512 | $1.95M | 0.07% | +52,512 | New |
| Dynamic Technology Lab Private Ltd | 52,443 | $1.95M | 0.20% | +52,443 | New |
| Winton Group Ltd | 52,059 | $1.94M | 0.16% | +52,059 | New |
| GWM Advisors LLC | 51,329 | $1.91M | 0.02% | −3,510−6.4% | Reduced |
| Nisa Investment Advisors, LLC | 50,000 | $1.86M | 0.01% | +50,000 | New |
| Standard Life Aberdeen plc | 48,337 | $1.80M | 0.00% | −210,161−81.3% | Reduced |
| BCJ Capital Management, LLC | 48,326 | $1.80M | 0.16% | +48,326 | New |
| Cambridge Investment Research Advisors, Inc. | 48,099 | $1.79M | 0.01% | +2,548+5.6% | Added |
| Parsons Capital Management Inc | 46,447 | $1.73M | 0.14% | −10,900−19.0% | Reduced |
| Iridian Asset Management LLC | 44,274 | $1.65M | 0.33% | −48,743−52.4% | Reduced |
| Gunderson Capital Management Inc. | 44,076 | $1.64M | 1.12% | +44,076 | New |
| Quantinno Capital Management LP | 43,396 | $1.61M | 0.07% | +12,895+42.3% | Added |
| Bank of Montreal | 39,224 | $1.50M | 0.00% | +29,754+314.2% | Added |
| Public Employees Retirement Association of Colorado | 38,893 | $1.45M | 0.01% | −6,751−14.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 38,316 | $1.43M | 0.15% | +38,316 | New |
| Truist Financial Corp | 37,466 | $1.39M | 0.00% | +551+1.5% | Added |
| Versor Investments LP | 36,538 | $1.36M | 0.27% | +36,538 | New |
| Cetera Investment Advisers | 36,227 | $1.35M | 0.01% | +36,227 | New |
| Y-Intercept (Hong Kong) Ltd | 36,127 | $1.34M | 0.13% | +20,040+124.6% | Added |
| Garrison Asset Management, LLC | 35,750 | $1.33M | 0.81% | −45−0.1% | Reduced |
| Pictet Asset Management Holding SA | 35,496 | $1.32M | 0.00% | +35,496 | New |
| Principal Street Partners, LLC | 35,457 | $1.32M | 0.26% | −14,812−29.5% | Reduced |
| Ethic Inc. | 33,886 | $1.26M | 0.04% | +1,621+5.0% | Added |
| Old Mission Capital LLC | 33,021 | $1.23M | 0.04% | +33,021 | New |
| Advisors Asset Management, Inc. | 31,903 | $1.19M | 0.03% | +1,283+4.2% | Added |
| Great West Life Assurance Co | 31,694 | $1.18M | 0.00% | +15,331+93.7% | Added |
| Polianta Ltd | 31,100 | $1.16M | 0.57% | +31,100 | New |
| Jump Financial, LLC | 30,306 | $1.13M | 0.04% | +30,306 | New |
| Gladstone Institutional Advisory LLC | 30,038 | $1.12M | 0.07% | −20,000−40.0% | Reduced |
| Merrion Investment Management Co, LLC | 30,000 | $1.12M | 0.97% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 29,541 | $1.10M | 2.05% | +246+0.8% | Added |
| Bank of Hawaii | 29,361 | $1.09M | 0.06% | +6,854+30.5% | Added |
| New York State Teachers Retirement System | 28,462 | $1.06M | 0.00% | +28,462 | New |
| Penserra Capital Management LLC | 28,261 | $1.05M | 0.02% | −30,085−51.6% | Reduced |
| Principal Financial Group Inc | 28,177 | $1.05M | 0.00% | −542,170−95.1% | Reduced |
| ClariVest Asset Management LLC | 28,128 | $1.04M | 0.06% | +27,839+9,632.9% | Added |
| Bowen Hanes & Co Inc | 28,000 | $1.04M | 0.04% | −11,000−28.2% | Reduced |
| Qsemble Capital Management, LP | 27,600 | $1.03M | 0.19% | +7,000+34.0% | Added |
| Dark Forest Capital Management LP | 26,524 | $986.7K | 0.08% | +9,443+55.3% | Added |
| Toroso Investments, LLC | 26,388 | $981.6K | 0.03% | +26,388 | New |
| Maryland State Retirement & Pension System | 26,178 | $973.8K | 0.02% | +1,529+6.2% | Added |
| Lazard Asset Management LLC | 26,109 | $971.0K | 0.00% | +21,991+534.0% | Added |
| CIBC Private Wealth Group, LLC | 24,823 | $923.4K | 0.00% | +24,823 | New |
| Raymond James Financial Services Advisors, Inc. | 24,165 | $898.9K | 0.00% | +10,031+71.0% | Added |
| Soros Capital Management LLC | 23,069 | $858.2K | 0.43% | −40,623−63.8% | Reduced |
| Thrivent Financial for Lutherans | 22,935 | $853.0K | 0.00% | +22,935 | New |
| Illinois Municipal Retirement Fund | 22,718 | $845.0K | 0.02% | +22,718 | New |
| Hel Ved Capital Management Ltd | 22,530 | $838.1K | 0.28% | +22,530 | New |
| Bard Financial Services, Inc. | 22,425 | $834.2K | 0.10% | −500−2.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 21,537 | $801.2K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 30,869 | $750.1K | 0.13% | 00.0% | Unchanged |
| JustInvest LLC | 20,085 | $747.2K | 0.02% | +732+3.8% | Added |
| Fukoku Mutual Life Insurance Co | 20,000 | $744.0K | 0.07% | +20,000 | New |
| Simon Quick Advisors, LLC | 19,860 | $738.8K | 0.07% | −6,384−24.3% | Reduced |
| Claybrook Capital, LLC | 19,760 | $735.1K | 0.42% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,660 | $731.4K | 0.01% | −25,980−56.9% | Reduced |
| Redwood Investment Management, LLC | 19,653 | $731.0K | 0.06% | −144,003−88.0% | Reduced |
| Caption Management, LLC | 19,594 | $728.9K | 0.09% | +16,773+594.6% | Added |
| Friedenthal Financial | 19,162 | $712.8K | 0.48% | +19,162 | New |
| Nicholas Investment Partners, LP | 18,788 | $698.9K | 0.05% | +18,788 | New |
| Utah Retirement Systems | 18,700 | $695.6K | 0.01% | +1,300+7.5% | Added |
| Creative Planning | 18,640 | $693.4K | 0.00% | −24,369−56.7% | Reduced |
| Teza Capital Management LLC | 18,623 | $692.8K | 0.11% | +6,974+59.9% | Added |
| Pitcairn Co | 18,408 | $684.8K | 0.06% | −9,572−34.2% | Reduced |
| Mariner, LLC | 18,343 | $682.4K | 0.00% | −2,069−10.1% | Reduced |
| Mackenzie Financial Corp | 18,164 | $669.2K | 0.00% | +18,164 | New |
| Virginia Retirement Systems Et Al | 17,700 | $658.4K | 0.01% | −23,900−57.5% | Reduced |
| Shell Asset Management Co | 17,628 | $656.0K | 0.03% | −307−1.7% | Reduced |
| GTS Securities LLC | 15,896 | $591.3K | 0.01% | −12,008−43.0% | Reduced |
| Advisor Partners II, LLC | 15,812 | $588.2K | 0.02% | +2,460+18.4% | Added |
| Maven Securities LTD | 15,000 | $558.0K | 0.06% | +15,000 | New |
| Vestcor Inc | 14,984 | $557.0K | 0.02% | 00.0% | Unchanged |
| Capital CS Group, LLC | 14,813 | $551.0K | 0.65% | +14,813 | New |
| AXS Investments LLC | 14,700 | $546.8K | 0.14% | +14,700 | New |
| Xponance, Inc. | 14,558 | $541.6K | 0.01% | +577+4.1% | Added |