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 |
|---|---|---|---|---|---|
| Cannon Global Investment Management, LLC | 14,557 | $541.5K | 3.78% | +14,557 | New |
| CI Private Wealth, LLC | 14,381 | $535.0K | 0.00% | −1,611−10.1% | Reduced |
| Magnetar Financial LLC | 14,064 | $523.2K | 0.01% | +14,064 | New |
| Sandbar Asset Management LLP | 14,014 | $521.0K | 1.71% | −9,110−39.4% | Reduced |
| Arden Trust Co | 13,607 | $506.2K | 0.08% | −579−4.1% | Reduced |
| M&T Bank Corp | 13,449 | $500.6K | 0.00% | +1,578+13.3% | Added |
| Pinebridge Investments, L.P. | 13,133 | $488.5K | 0.01% | +13,133 | New |
| AXA S.A. | 13,100 | $487.3K | 0.00% | −3,900−22.9% | Reduced |
| Wolverine Asset Management LLC | 12,500 | $465.0K | 0.01% | +12,500 | New |
| Baird Financial Group, Inc. | 12,436 | $462.6K | 0.00% | +12,436 | New |
| Koshinski Asset Management, Inc. | 12,362 | $459.9K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12,347 | $459.0K | 0.01% | −10,790−46.6% | Reduced |
| Jennison Associates LLC | 12,215 | $454.4K | 0.00% | +12,215 | New |
| Level Four Advisory Services, LLC | 12,199 | $453.8K | 0.03% | +12,199 | New |
| Assenagon Asset Management S.A. | 12,180 | $453.1K | 0.00% | +12,180 | New |
| NBC Securities, Inc. | 12,015 | $446.0K | 0.05% | +12,015 | New |
| QRG Capital Management, Inc. | 11,715 | $435.8K | 0.01% | +11,715 | New |
| Ardsley Advisory Partners LP | 11,500 | $427.8K | 0.12% | +11,500 | New |
| XTX Topco Ltd | 11,234 | $417.9K | 0.07% | −29,937−72.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,033 | $410.4K | 0.00% | +11,033 | New |
| Los Angeles Capital Management LLC | 11,032 | $410.4K | 0.00% | +11,032 | New |
| Ci Investments Inc. | 11,027 | $410.0K | 0.00% | +8,431+324.8% | Added |
| VGI Partners Ltd | 11,000 | $409.2K | 0.09% | +11,000 | New |
| AE Wealth Management LLC | 10,874 | $404.5K | 0.00% | −21,436−66.3% | Reduced |
| Resources Investment Advisors, LLC. | 10,784 | $401.2K | 0.01% | +33+0.3% | Added |
| Echo Street Capital Management LLC | 10,668 | $396.9K | 0.00% | +10,668 | New |
| CTC Alternative Strategies, Ltd. | 10,600 | $394.3K | 0.74% | +10,600 | New |
| Harvest Investment Services, LLC | 10,216 | $380.0K | 0.24% | +10,216 | New |
| Precision Wealth Strategies, LLC | 10,216 | $380.0K | 0.41% | +10,216 | New |
| Tocqueville Asset Management L.P. | 10,000 | $372.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 10,000 | $372.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,803 | $364.7K | 0.00% | +9,803 | New |
| Northwestern Mutual Wealth Management Co | 9,721 | $361.6K | 0.00% | +9,388+2,819.2% | Added |
| Advisory Services Network, LLC | 9,635 | $358.4K | 0.01% | +9,635 | New |
| Greenleaf Trust | 9,398 | $349.6K | 0.00% | −4,947−34.5% | Reduced |
| CIBC Asset Management Inc | 9,369 | $348.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 9,342 | $347.5K | 0.16% | −21,455−69.7% | Reduced |
| Cresset Asset Management, LLC | 9,164 | $340.9K | 0.00% | +9,164 | New |
| Walleye Trading LLC | 9,159 | $340.7K | 0.01% | −29,390−76.2% | Reduced |
| Hyperion Capital Advisors LP | 9,000 | $334.8K | 0.18% | 00.0% | Unchanged |
| Congress Asset Management Co | 9,000 | $334.8K | 0.00% | +9,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,907 | $331.3K | 0.02% | +8,907 | New |
| Fox Run Management, L.L.C. | 8,794 | $327.1K | 0.10% | −10,410−54.2% | Reduced |
| Harvest Fund Management Co., Ltd | 8,674 | $323.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,376 | $311.6K | 0.01% | +113+1.4% | Added |
| Jacobs Levy Equity Management, Inc | 8,365 | $311.2K | 0.00% | −659,194−98.7% | Reduced |
| Group One Trading, L.P. | 8,329 | $309.8K | 0.01% | −127,765−93.9% | Reduced |
| Stifel Financial Corp | 8,184 | $304.4K | 0.00% | +8,184 | New |
| Baader Bank INC | 8,219 | $297.3K | 0.03% | −5,011−37.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,985 | $297.0K | 0.03% | −4,210−34.5% | Reduced |
| MetLife Investment Management | 7,851 | $292.1K | 0.00% | +468+6.3% | Added |
| Quintet Private Bank (Europe) S.A. | 7,841 | $291.7K | 0.02% | +7,841 | New |
| Defined Wealth Management, LLC | 7,750 | $288.3K | 0.25% | −2,666−25.6% | Reduced |
| Stephenson National Bank & Trust | 7,159 | $266.3K | 0.15% | −4,391−38.0% | Reduced |
| Sanders Morris Harris LLC | 7,000 | $266.0K | 0.05% | +7,000 | New |
| Campbell & CO Investment Adviser LLC | 6,980 | $259.7K | 0.03% | +6,980 | New |
| Old West Investment Management, LLC | 6,930 | $257.8K | 0.13% | +6,930 | New |
| Chesley Taft & Associates LLC | 6,920 | $257.4K | 0.02% | +6,920 | New |
| AM Squared Ltd | 6,800 | $253.0K | 0.39% | +6,800 | New |
| MML Investors Services, LLC | 6,684 | $249.0K | 0.00% | +6,684 | New |
| Capula Management Ltd | 6,592 | $245.2K | 0.02% | +6,592 | New |
| KBC Group NV | 6,416 | $239.0K | 0.00% | +6,416 | New |
| Nebula Research & Development LLC | 6,177 | $229.8K | 0.12% | +6,177 | New |
| Journey Strategic Wealth LLC | 6,164 | $229.3K | 0.01% | +6,164 | New |
| Van Den Berg Management I, Inc | 6,071 | $225.8K | 0.08% | −3,790−38.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,981 | $222.5K | 0.01% | −40,773−87.2% | Reduced |
| Scotia Capital Inc. | 5,875 | $218.5K | 0.00% | +5,875 | New |
| Verition Fund Management LLC | 5,818 | $216.4K | 0.00% | −44,198−88.4% | Reduced |
| Convergence Investment Partners, LLC | 5,771 | $215.0K | 0.13% | +5,771 | New |
| Kestra Advisory Services, LLC | 5,758 | $214.2K | 0.00% | +5,758 | New |
| Cahill Financial Advisors Inc | 5,680 | $211.3K | 0.04% | +5,680 | New |
| Spire Wealth Management | 5,657 | $210.4K | 0.01% | +5,576+6,884.0% | Added |
| State of Wyoming | 5,360 | $199.4K | 0.04% | +5,360 | New |
| EverSource Wealth Advisors, LLC | 4,567 | $169.9K | 0.02% | +9+0.2% | Added |
| DekaBank Deutsche Girozentrale | 4,417 | $162.0K | 0.00% | +3,417+341.7% | Added |
| Robeco Institutional Asset Management B.V. | 4,286 | $159.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,231 | $157.0K | 0.00% | +2,010+90.5% | Added |
| Leonteq Securities AG | 4,000 | $148.8K | 0.02% | +4,000 | New |
| US Bancorp | 3,958 | $147.2K | 0.00% | +177+4.7% | Added |
| Counterpoint Mutual Funds LLC | 3,619 | $134.6K | 0.11% | −6,137−62.9% | Reduced |
| Signaturefd, LLC | 3,359 | $125.0K | 0.00% | −149−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,335 | $124.1K | 0.00% | +564+20.4% | Added |
| American International Group, Inc. | 3,120 | $116.1K | 0.00% | +11+0.4% | Added |
| USA Financial Portformulas Corp | 2,809 | $104.5K | 0.16% | +673+31.5% | Added |
| Atlas Capital Advisors LLC | 2,574 | $95.8K | 0.02% | +2,574 | New |
| Globeflex Capital L P | 2,539 | $94.5K | 0.01% | +2,539 | New |
| Brown Brothers Harriman & Co | 2,500 | $93.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,790 | $66.6K | 0.02% | +88+5.2% | Added |
| Global Retirement Partners, LLC | 1,588 | $60.6K | 0.00% | +366+30.0% | Added |
| Stephens Inc | 1,557 | $57.9K | 0.00% | −1,036−40.0% | Reduced |
| Huntington National Bank | 1,329 | $49.4K | 0.00% | +996+299.1% | Added |
| 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 |
| Clearstead Advisors, LLC | 1,025 | $38.1K | 0.00% | +1,025 | New |
| Harbor Investment Advisory, LLC | 1,000 | $37.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 952 | $35.4K | 0.00% | −64−6.3% | Reduced |
| FWL Investment Management, LLC | 919 | $34.2K | 0.02% | +919 | New |
| Quarry LP | 818 | $30.4K | 0.02% | +818 | New |
| Quadrant Capital Group LLC | 687 | $25.6K | 0.00% | +6+0.9% | Added |
| First Horizon Advisors, Inc. | 662 | $24.6K | 0.00% | +409+161.7% | Added |