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 |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 13,240 | $635.9K | 0.64% | −8,297−38.5% | Reduced |
| Wealthcare Advisory Partners LLC | 13,521 | $649.4K | 0.03% | +13,521 | New |
| Cresset Asset Management, LLC | 13,794 | $662.5K | 0.00% | +4,630+50.5% | Added |
| E. Ohman J:or Asset Management AB | 13,800 | $662.8K | 0.02% | +13,800 | New |
| Old West Investment Management, LLC | 13,866 | $666.0K | 0.34% | +6,936+100.1% | Added |
| Virtue Capital Management, LLC | 14,814 | $686.8K | 0.14% | −16,055−52.0% | Reduced |
| Mosaic Advisors LLC | 14,379 | $690.6K | 0.41% | +14,379 | New |
| Harvest Fund Management Co., Ltd | 14,583 | $700.0K | 0.11% | +5,909+68.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,706 | $706.3K | 0.00% | +3,673+33.3% | Added |
| Xponance, Inc. | 14,984 | $719.7K | 0.01% | +426+2.9% | Added |
| Cloverfields Capital Group, LP | 15,355 | $737.5K | 0.29% | +15,355 | New |
| B. Metzler seel. Sohn & Co. AG | 15,630 | $750.7K | 0.01% | +15,630 | New |
| Koshinski Asset Management, Inc. | 16,101 | $773.3K | 0.12% | +3,739+30.2% | Added |
| Arrowstreet Capital, Limited Partnership | 16,412 | $788.0K | 0.00% | −76,831−82.4% | Reduced |
| Oak Thistle LLC | 16,422 | $788.7K | 0.23% | +16,422 | New |
| Bank of Nova Scotia | 16,505 | $792.7K | 0.00% | −295,560−94.7% | Reduced |
| 1858 Wealth Management, LLC | 16,511 | $793.0K | 0.75% | +16,511 | New |
| Advisory Services Network, LLC | 16,741 | $804.1K | 0.02% | +7,106+73.8% | Added |
| Mach-1 Financial Group, Inc. | 16,766 | $805.3K | 0.31% | +16,766 | New |
| AXS Investments LLC | 17,000 | $816.5K | 0.20% | +2,300+15.6% | Added |
| Vinva Investment Management Ltd | 16,996 | $832.1K | 0.06% | +16,996 | New |
| Pathstone Holdings, LLC | 17,368 | $834.2K | 0.00% | +17,368 | New |
| Lisanti Capital Growth, LLC | 17,380 | $834.8K | 0.20% | −84,475−82.9% | Reduced |
| Alpha DNA Investment Management LLC | 17,999 | $864.5K | 0.51% | +17,999 | New |
| Atria Wealth Solutions, Inc. | 18,057 | $867.3K | 0.01% | +18,057 | New |
| Sigma Planning Corp | 18,218 | $875.0K | 0.07% | −34,294−65.3% | Reduced |
| Creative Planning | 18,453 | $886.3K | 0.00% | −187−1.0% | Reduced |
| Pitcairn Co | 18,608 | $893.7K | 0.07% | +200+1.1% | Added |
| Mariner, LLC | 18,806 | $903.2K | 0.00% | +463+2.5% | Added |
| Utah Retirement Systems | 19,000 | $912.6K | 0.01% | +300+1.6% | Added |
| Baader Bank INC | 19,166 | $919.4K | 0.08% | +10,947+133.2% | Added |
| Chartwell Investment Partners, LLC | 19,280 | $926.0K | 0.03% | +19,280 | New |
| Hanseatic Management Services Inc | 19,444 | $933.9K | 1.63% | −10,097−34.2% | Reduced |
| Optimas Capital Ltd | 19,500 | $936.6K | 0.88% | +19,500 | New |
| Commerce Bank | 19,619 | $942.3K | 0.01% | −39,119−66.6% | Reduced |
| Jade Capital Advisors, LLC | 20,000 | $960.6K | 0.58% | +20,000 | New |
| Simon Quick Advisors, LLC | 20,065 | $963.7K | 0.09% | +205+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 20,257 | $972.9K | 0.01% | +20,257 | New |
| Geneva Partners, LLC | 20,300 | $975.0K | 0.54% | +20,300 | New |
| M&T Bank Corp | 20,468 | $982.8K | 0.00% | +7,019+52.2% | Added |
| Polianta Ltd | 21,100 | $1.01M | 0.59% | −10,000−32.2% | Reduced |
| Private Advisor Group, LLC | 21,199 | $1.02M | 0.01% | +21,199 | New |
| JustInvest LLC | 21,331 | $1.02M | 0.03% | +1,246+6.2% | Added |
| Mackenzie Financial Corp | 21,642 | $1.04M | 0.00% | +3,478+19.1% | Added |
| Nordea Investment Management AB | 21,456 | $1.04M | 0.00% | +21,456 | New |
| KBC Group NV | 22,081 | $1.06M | 0.00% | +15,665+244.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,114 | $1.06M | 0.00% | +22,114 | New |
| Lido Advisors, LLC | 22,164 | $1.06M | 0.01% | +22,164 | New |
| MML Investors Services, LLC | 22,387 | $1.07M | 0.00% | +15,703+234.9% | Added |
| Bard Financial Services, Inc. | 22,425 | $1.08M | 0.12% | 00.0% | Unchanged |
| Vestcor Inc | 22,639 | $1.09M | 0.04% | +7,655+51.1% | Added |
| Principal Financial Group Inc | 22,646 | $1.09M | 0.00% | −5,531−19.6% | Reduced |
| Illinois Municipal Retirement Fund | 22,718 | $1.09M | 0.02% | 00.0% | Unchanged |
| Soros Capital Management LLC | 23,069 | $1.11M | 0.82% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 23,100 | $1.11M | 0.01% | +23,100 | New |
| HighPoint Advisor Group LLC | 13,603 | $1.11M | 0.08% | +13,603 | New |
| Natixis Investment Managers International | 23,265 | $1.12M | 0.08% | +23,265 | New |
| Advisors Asset Management, Inc. | 23,503 | $1.13M | 0.02% | −8,400−26.3% | Reduced |
| GTS Securities LLC | 23,898 | $1.15M | 0.02% | +8,002+50.3% | Added |
| Graham Capital Management, L.P. | 23,956 | $1.15M | 0.04% | −30,271−55.8% | Reduced |
| Stifel Financial Corp | 24,209 | $1.16M | 0.00% | +16,025+195.8% | Added |
| Wellington Management Group LLP | 24,575 | $1.18M | 0.00% | +24,575 | New |
| Symmetry Partners, LLC | 24,924 | $1.22M | 0.07% | +24,924 | New |
| Maryland State Retirement & Pension System | 26,178 | $1.26M | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 26,664 | $1.28M | 0.01% | +15,637+141.8% | Added |
| Bowen Hanes & Co Inc | 27,000 | $1.30M | 0.04% | −1,000−3.6% | Reduced |
| Royal Fund Management, LLC | 27,919 | $1.34M | 0.17% | +27,919 | New |
| Oregon Public Employees Retirement Fund | 28,100 | $1.35M | 0.02% | +28,100 | New |
| ClariVest Asset Management LLC | 28,106 | $1.35M | 0.07% | −22−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,193 | $1.35M | 0.00% | +4,028+16.7% | Added |
| Edgestream Partners, L.P. | 28,458 | $1.37M | 0.10% | +28,458 | New |
| New York State Teachers Retirement System | 28,562 | $1.37M | 0.00% | +100+0.4% | Added |
| AE Wealth Management LLC | 25,925 | $1.39M | 0.01% | +15,051+138.4% | Added |
| Penserra Capital Management LLC | 28,955 | $1.39M | 0.03% | +694+2.5% | Added |
| Franklin Resources Inc | 29,280 | $1.41M | 0.00% | +29,280 | New |
| Baird Financial Group, Inc. | 29,437 | $1.41M | 0.00% | +17,001+136.7% | Added |
| Elo Mutual Pension Insurance Co | 29,900 | $1.44M | 0.04% | +29,900 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,902 | $1.44M | 0.02% | +29,902 | New |
| Merrion Investment Management Co, LLC | 30,000 | $1.44M | 1.13% | 00.0% | Unchanged |
| Bank of Hawaii | 30,173 | $1.45M | 0.08% | +812+2.8% | Added |
| Nicholas Investment Partners, LP | 30,825 | $1.48M | 0.17% | +12,037+64.1% | Added |
| Omers Administration Corp | 30,900 | $1.48M | 0.02% | +30,900 | New |
| Principal Street Partners, LLC | 32,760 | $1.57M | 0.38% | −2,697−7.6% | Reduced |
| Thrivent Financial for Lutherans | 32,821 | $1.58M | 0.00% | +9,886+43.1% | Added |
| Jennison Associates LLC | 32,878 | $1.58M | 0.00% | +20,663+169.2% | Added |
| Ethic Inc. | 33,102 | $1.59M | 0.05% | −784−2.3% | Reduced |
| Hel Ved Capital Management Ltd | 33,178 | $1.59M | 0.47% | +10,648+47.3% | Added |
| BOCHK Asset Management Ltd | 33,400 | $1.60M | 0.99% | +33,400 | New |
| Verition Fund Management LLC | 33,812 | $1.62M | 0.02% | +27,994+481.2% | Added |
| Pearl River Capital, LLC | 34,066 | $1.64M | 0.26% | −83,275−71.0% | Reduced |
| Gulf International Bank (UK) Ltd | 34,102 | $1.64M | 0.05% | +34,102 | New |
| Williamson Legacy Group, LLC | 34,253 | $1.65M | 1.53% | +34,253 | New |
| Garrison Asset Management, LLC | 35,295 | $1.70M | 0.93% | −455−1.3% | Reduced |
| Pinebridge Investments, L.P. | 35,494 | $1.70M | 0.02% | +22,361+170.3% | Added |
| Owen LaRue, LLC | 35,608 | $1.71M | 1.63% | +35,608 | New |
| Polar Asset Management Partners Inc. | 35,731 | $1.72M | 0.05% | +35,731 | New |
| Fullerton Fund Management Co Ltd. | 36,184 | $1.74M | 0.10% | +36,184 | New |
| Commonwealth Equity Services, LLC | 36,354 | $1.75M | 0.00% | −23,884−39.6% | Reduced |
| Next Century Growth Investors LLC | 36,625 | $1.76M | 0.17% | +36,625 | New |
| Public Employees Retirement Association of Colorado | 36,842 | $1.77M | 0.01% | −2,051−5.3% | Reduced |