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, Q4 2023
Institutional positions in Vertiv Holdings Co as of Dec 31, 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
- 583
- +134 vs. Q3 2023
- Shares held
- 343.9M
- +4.07M (+1.2%) vs. Q3 2023
- Total value
- $16.5B
- +$3.82B (+30.1%) vs. Q3 2023
- New holders
- 196
- 177 more added
- Sold out
- 62
- 179 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 4,244 | $203.8K | 0.02% | +4,244 | New |
| Provence Wealth Management Group | 4,254 | $204.3K | 0.11% | +4,254 | New |
| Independent Financial Group, LLC | 4,370 | $209.9K | 0.01% | +4,370 | New |
| NinePointTwo Capital | 4,375 | $210.0K | 0.08% | +4,375 | New |
| Metis Global Partners, LLC | 4,549 | $218.5K | 0.01% | +4,549 | New |
| EverSource Wealth Advisors, LLC | 4,558 | $218.9K | 0.02% | −9−0.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $220.9K | 0.04% | +4,600 | New |
| Van Den Berg Management I, Inc | 4,606 | $221.2K | 0.07% | −1,465−24.1% | Reduced |
| Diversified Trust Co | 4,613 | $221.6K | 0.01% | +4,613 | New |
| Segment Wealth Management, LLC | 4,675 | $224.5K | 0.02% | +4,675 | New |
| AlTi Global, Inc. | 4,700 | $225.7K | 0.01% | +4,700 | New |
| InterOcean Capital Group, LLC | 4,703 | $225.9K | 0.01% | +4,703 | New |
| Cambridge Investment Research Advisors, Inc. | 4,779 | $230.0K | 0.00% | −43,320−90.1% | Reduced |
| C M Bidwell & Associates Ltd | 4,813 | $231.2K | 0.17% | +4,813 | New |
| EdgeRock Capital LLC | 3,761 | $231.2K | 0.17% | +3,761 | New |
| Brinker Capital Investments, LLC | 4,814 | $233.7K | 0.00% | +4,814 | New |
| Orion Portfolio Solutions, LLC | 4,814 | $233.7K | 0.00% | +4,814 | New |
| Tower Research Capital LLC (TRC) | 4,900 | $235.3K | 0.00% | +4,402+883.9% | Added |
| Gries Financial LLC | 4,911 | $235.9K | 0.05% | +4,911 | New |
| Sawtooth Solutions, LLC | 4,994 | $239.9K | 0.01% | +4,994 | New |
| Bleakley Financial Group, LLC | 4,994 | $239.9K | 0.01% | +4,994 | New |
| Pinpoint Asset Management Ltd | 5,000 | $240.2K | 0.05% | +5,000 | New |
| Candriam Luxembourg S.C.A. | 5,145 | $247.1K | 0.00% | +5,145 | New |
| EntryPoint Capital, LLC | 5,192 | $249.4K | 0.24% | +5,192 | New |
| Knollwood Investment Advisory, LLC | 5,200 | $249.8K | 0.05% | +5,200 | New |
| Northwestern Mutual Wealth Management Co | 5,271 | $253.2K | 0.00% | −4,450−45.8% | Reduced |
| Ingalls & Snyder LLC | 5,303 | $255.0K | 0.01% | +5,303 | New |
| Stephenson National Bank & Trust | 5,603 | $269.1K | 0.13% | −1,556−21.7% | Reduced |
| Hantz Financial Services, Inc. | 5,643 | $271.0K | 0.01% | −6,704−54.3% | Reduced |
| Harbour Capital Advisors, LLC | 6,150 | $280.3K | 0.08% | +6,150 | New |
| Ulland Investment Advisors, LLC | 5,959 | $286.0K | 0.29% | +5,959 | New |
| Rowland & Co Investment Counsel | 6,400 | $307.4K | 0.07% | +6,400 | New |
| SG Americas Securities, LLC | 6,415 | $308.0K | 0.00% | −79,180−92.5% | Reduced |
| Kestra Advisory Services, LLC | 6,425 | $308.6K | 0.00% | +667+11.6% | Added |
| Cetera Advisors LLC | 6,557 | $314.9K | 0.00% | +6,557 | New |
| XTX Topco Ltd | 6,603 | $317.1K | 0.07% | −4,631−41.2% | Reduced |
| CWM, LLC | 6,941 | $333.0K | 0.00% | +2,710+64.1% | Added |
| Globeflex Capital L P | 6,939 | $333.3K | 0.03% | +4,400+173.3% | Added |
| Swiss Life Asset Management Ltd | 6,932 | $333.5K | 0.00% | +6,932 | New |
| Sanders Morris Harris LLC | 7,000 | $338.0K | 0.17% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,096 | $340.8K | 0.00% | +7,096 | New |
| U.S. Capital Wealth Advisors, LLC | 7,198 | $345.7K | 0.01% | +7,198 | New |
| Axq Capital, LP | 7,200 | $345.8K | 0.09% | +7,200 | New |
| Spire Wealth Management | 6,756 | $362.6K | 0.01% | +1,099+19.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,575 | $363.8K | 0.02% | +7,575 | New |
| USA Financial Portformulas Corp | 7,644 | $367.1K | 0.06% | +4,835+172.1% | Added |
| MetLife Investment Management | 7,711 | $370.4K | 0.00% | −140−1.8% | Reduced |
| Convergence Investment Partners, LLC | 7,901 | $379.0K | 0.20% | +2,130+36.9% | Added |
| SeaCrest Wealth Management, LLC | 8,206 | $380.0K | 0.05% | +8,206 | New |
| Investment Management Corp of Ontario | 8,000 | $384.2K | 0.01% | +8,000 | New |
| Two Sigma Securities, LLC | 8,160 | $391.9K | 0.02% | +8,160 | New |
| Perigon Wealth Management, LLC | 8,303 | $398.8K | 0.01% | −73−0.9% | Reduced |
| Janney Montgomery Scott LLC | 8,390 | $403.0K | 0.00% | +8,390 | New |
| O'Shaughnessy Asset Management, LLC | 8,421 | $404.5K | 0.01% | +8,421 | New |
| Fukoku Mutual Life Insurance Co | 8,451 | $405.9K | 0.03% | −11,549−57.7% | Reduced |
| Oppenheimer & Co Inc | 8,528 | $409.6K | 0.01% | +8,528 | New |
| Oppenheimer Asset Management Inc. | 8,680 | $416.9K | 0.01% | +8,680 | New |
| HRT Financial LP | 8,839 | $424.0K | 0.00% | −239,528−96.4% | Reduced |
| Richard W. Paul & Associates, LLC | 8,911 | $428.0K | 0.18% | −431−4.6% | Reduced |
| HighTower Advisors, LLC | 8,970 | $430.0K | 0.00% | +8,970 | New |
| Congress Asset Management Co | 9,000 | $432.3K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,340 | $448.6K | 0.00% | −26,887−74.2% | Reduced |
| CIBC Asset Management Inc | 9,369 | $450.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,364 | $450.0K | 0.01% | +9,364 | New |
| Headlands Technologies LLC | 9,371 | $450.1K | 0.13% | +9,371 | New |
| Aigen Investment Management, LP | 9,447 | $453.7K | 0.08% | +9,447 | New |
| Lazard Asset Management LLC | 9,507 | $456.0K | 0.00% | −16,602−63.6% | Reduced |
| CIBC World Markets Corp | 9,541 | $458.3K | 0.00% | +9,541 | New |
| TriaGen Wealth Management LLC | 9,748 | $468.2K | 0.22% | +9,748 | New |
| Banque Cantonale Vaudoise | 9,800 | $471.0K | 0.02% | +9,800 | New |
| TT International Asset Management LTD | 9,887 | $474.0K | 0.06% | +9,887 | New |
| Tocqueville Asset Management L.P. | 10,000 | $480.3K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 10,000 | $480.3K | 0.00% | +10,000 | New |
| Greenland Capital Management LP | 10,000 | $480.3K | 0.07% | +10,000 | New |
| Meiji Yasuda Life Insurance Co | 10,100 | $485.1K | 0.01% | +10,100 | New |
| Precision Wealth Strategies, LLC | 10,124 | $486.3K | 0.47% | −92−0.9% | Reduced |
| Mount Lucas Management LP | 10,206 | $490.2K | 0.17% | +10,206 | New |
| Carl P. Sherr & Co., LLC | 10,246 | $492.1K | 0.30% | +10,246 | New |
| Handelsinvest Investeringsforvaltning | 10,471 | $503.0K | 0.21% | −129,529−92.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,502 | $504.4K | 0.03% | +1,595+17.9% | Added |
| Bridgewater Associates, LP | 10,707 | $514.3K | 0.00% | −50,268−82.4% | Reduced |
| Cerity Partners LLC | 10,912 | $524.1K | 0.00% | +10,912 | New |
| Fox Run Management, L.L.C. | 10,948 | $525.8K | 0.13% | +2,154+24.5% | Added |
| Cetera Advisor Networks LLC | 11,094 | $532.8K | 0.00% | +1,291+13.2% | Added |
| Macquarie Group Ltd | 11,229 | $539.3K | 0.00% | +11,229 | New |
| QRG Capital Management, Inc. | 11,357 | $545.5K | 0.01% | −358−3.1% | Reduced |
| Centiva Capital, LP | 11,444 | $549.7K | 0.03% | +11,444 | New |
| US Bancorp | 11,461 | $550.5K | 0.00% | +7,503+189.6% | Added |
| Resources Investment Advisors, LLC. | 11,594 | $556.9K | 0.01% | +810+7.5% | Added |
| Quadcap Wealth Management, LLC | 11,597 | $557.0K | 0.14% | +11,597 | New |
| NBC Securities, Inc. | 11,837 | $568.0K | 0.06% | −178−1.5% | Reduced |
| Arden Trust Co | 12,174 | $584.7K | 0.09% | −1,433−10.5% | Reduced |
| Chesley Taft & Associates LLC | 12,184 | $585.2K | 0.03% | +5,264+76.1% | Added |
| Shell Asset Management Co | 12,460 | $598.0K | 0.03% | −5,168−29.3% | Reduced |
| Wolverine Trading, LLC | 12,465 | $598.7K | 0.00% | +12,465 | New |
| Level Four Advisory Services, LLC | 13,012 | $625.0K | 0.04% | +813+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 13,024 | $625.5K | 0.06% | +5,039+63.1% | Added |
| CI Private Wealth, LLC | 13,196 | $633.8K | 0.00% | −1,185−8.2% | Reduced |
| Hillsdale Investment Management Inc. | 13,200 | $634.0K | 0.05% | +13,200 | New |
| The PNC Financial Services Group, Inc. | 13,205 | $634.3K | 0.00% | +9,870+296.0% | Added |