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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 667 | $24.0K | 0.00% | +667 | New |
| Federation des caisses Desjardins du Quebec | 599 | $22.3K | 0.00% | −69,901−99.2% | Reduced |
| Cutler Group LP | 572 | $21.0K | 0.00% | −26,634−97.9% | Reduced |
| Ramirez Asset Management, Inc. | 550 | $20.5K | 0.00% | +550 | New |
| Tower Research Capital LLC (TRC) | 498 | $18.5K | 0.00% | −44,902−98.9% | Reduced |
| Covestor Ltd | 446 | $17.0K | 0.01% | −251−36.0% | Reduced |
| 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 |
| Loomis Sayles & Co L P | 401 | $15.0K | 0.00% | +158+65.0% | Added |
| St Germain D J Co Inc | 400 | $14.9K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 330 | $12.3K | 0.00% | +42+14.6% | Added |
| Proequities, Inc. | 328 | $12.2K | 0.00% | +328 | New |
| Raleigh Capital Management Inc. | 319 | $11.9K | 0.01% | +319 | New |
| TD Private Client Wealth LLC | 295 | $11.0K | 0.00% | −328−52.6% | Reduced |
| Venturi Wealth Management, LLC | 222 | $8.26K | 0.00% | +222 | New |
| Versant Capital Management, Inc | 184 | $6.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 163 | $6.06K | 0.00% | −109−40.1% | Reduced |
| Tyler-Stone Wealth Management | 150 | $6.00K | 0.00% | +150 | New |
| 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 |
| Red Tortoise LLC | 147 | $5.47K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 145 | $5.39K | 0.00% | +145 | New |
| Rosenberg Matthew Hamilton | 127 | $4.72K | 0.00% | +127 | New |
| Grove Bank & Trust | 115 | $4.28K | 0.00% | +115 | New |
| Allworth Financial LP | 110 | $4.09K | 0.00% | +54+96.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 106 | $3.94K | 0.00% | +106 | New |
| Lindbrook Capital, LLC | 104 | $3.87K | 0.00% | +8+8.3% | Added |
| Macroview Investment Management LLC | 102 | $3.79K | 0.01% | +102 | New |
| Carmel Capital Partners, LLC | 100 | $3.72K | 0.00% | +100 | New |
| Glassman Wealth Services | 99 | $3.68K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 95 | $3.53K | 0.00% | +95 | New |
| Jones Financial Companies LLLP | 86 | $3.20K | 0.00% | +86 | New |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 91 | $3.00K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 71 | $2.64K | 0.00% | +71 | New |
| Farther Finance Advisors, LLC | 46 | $1.70K | 0.00% | +13+39.4% | Added |
| Toth Financial Advisory Corp | 40 | $1.49K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 30 | $1.12K | 0.00% | +30 | New |
| Bokf, NA | 27 | $1.06K | 0.00% | +27 | New |
| Glass Jacobson Investment Advisors llc | 28 | $1.04K | 0.00% | −21−42.9% | Reduced |
| Centerpoint Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 25 | $930 | 0.00% | +25 | New |
| Harbour Investments, Inc. | 16 | $595 | 0.00% | −14−46.7% | Reduced |
| Parkside Financial Bank & Trust | 15 | $558 | 0.00% | −489−97.0% | Reduced |
| Washington Trust Co | 8 | $298 | 0.00% | −76−90.5% | Reduced |
| Cornerstone Planning Group LLC | 5 | $186 | 0.00% | −94−94.9% | Reduced |
| 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 |
| Assetmark, Inc | 2 | $74 | 0.00% | +2 | New |
| Motco | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −1,038,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −785,500−100.0% | Sold out |
| Sasco Capital Inc | 0 | $0 | 0.00% | −764,595−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −378,800−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −279,000−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −144,987−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −141,578−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −120,712−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −103,701−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −70,922−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −66,927−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −66,172−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −64,954−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −47,728−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −40,591−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −39,377−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −35,150−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −19,077−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −16,406−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,252−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −11,903−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −10,463−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,182−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |