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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 30,900 | $1.48M | 0.02% | +30,900 | New |
| Nicholas Investment Partners, LP | 30,825 | $1.48M | 0.17% | +12,037+64.1% | Added |
| Bank of Hawaii | 30,173 | $1.45M | 0.08% | +812+2.8% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $1.44M | 1.13% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,902 | $1.44M | 0.02% | +29,902 | New |
| Elo Mutual Pension Insurance Co | 29,900 | $1.44M | 0.04% | +29,900 | New |
| Baird Financial Group, Inc. | 29,437 | $1.41M | 0.00% | +17,001+136.7% | Added |
| Franklin Resources Inc | 29,280 | $1.41M | 0.00% | +29,280 | New |
| Penserra Capital Management LLC | 28,955 | $1.39M | 0.03% | +694+2.5% | Added |
| AE Wealth Management LLC | 25,925 | $1.39M | 0.01% | +15,051+138.4% | Added |
| New York State Teachers Retirement System | 28,562 | $1.37M | 0.00% | +100+0.4% | Added |
| Edgestream Partners, L.P. | 28,458 | $1.37M | 0.10% | +28,458 | New |
| Raymond James Financial Services Advisors, Inc. | 28,193 | $1.35M | 0.00% | +4,028+16.7% | Added |
| ClariVest Asset Management LLC | 28,106 | $1.35M | 0.07% | −22−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 28,100 | $1.35M | 0.02% | +28,100 | New |
| Royal Fund Management, LLC | 27,919 | $1.34M | 0.17% | +27,919 | New |
| Bowen Hanes & Co Inc | 27,000 | $1.30M | 0.04% | −1,000−3.6% | Reduced |
| Ci Investments Inc. | 26,664 | $1.28M | 0.01% | +15,637+141.8% | Added |
| Maryland State Retirement & Pension System | 26,178 | $1.26M | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 24,924 | $1.22M | 0.07% | +24,924 | New |
| Wellington Management Group LLP | 24,575 | $1.18M | 0.00% | +24,575 | New |
| Stifel Financial Corp | 24,209 | $1.16M | 0.00% | +16,025+195.8% | Added |
| Graham Capital Management, L.P. | 23,956 | $1.15M | 0.04% | −30,271−55.8% | Reduced |
| GTS Securities LLC | 23,898 | $1.15M | 0.02% | +8,002+50.3% | Added |
| Advisors Asset Management, Inc. | 23,503 | $1.13M | 0.02% | −8,400−26.3% | Reduced |
| Natixis Investment Managers International | 23,265 | $1.12M | 0.08% | +23,265 | New |
| HighPoint Advisor Group LLC | 13,603 | $1.11M | 0.08% | +13,603 | New |
| Daiwa Securities Group Inc. | 23,100 | $1.11M | 0.01% | +23,100 | New |
| Soros Capital Management LLC | 23,069 | $1.11M | 0.82% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 22,718 | $1.09M | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 22,646 | $1.09M | 0.00% | −5,531−19.6% | Reduced |
| Vestcor Inc | 22,639 | $1.09M | 0.04% | +7,655+51.1% | Added |
| Bard Financial Services, Inc. | 22,425 | $1.08M | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,387 | $1.07M | 0.00% | +15,703+234.9% | Added |
| Lido Advisors, LLC | 22,164 | $1.06M | 0.01% | +22,164 | New |
| Envestnet Portfolio Solutions, Inc. | 22,114 | $1.06M | 0.00% | +22,114 | New |
| KBC Group NV | 22,081 | $1.06M | 0.00% | +15,665+244.2% | Added |
| Nordea Investment Management AB | 21,456 | $1.04M | 0.00% | +21,456 | New |
| Mackenzie Financial Corp | 21,642 | $1.04M | 0.00% | +3,478+19.1% | Added |
| JustInvest LLC | 21,331 | $1.02M | 0.03% | +1,246+6.2% | Added |
| Private Advisor Group, LLC | 21,199 | $1.02M | 0.01% | +21,199 | New |
| Polianta Ltd | 21,100 | $1.01M | 0.59% | −10,000−32.2% | Reduced |
| M&T Bank Corp | 20,468 | $982.8K | 0.00% | +7,019+52.2% | Added |
| Geneva Partners, LLC | 20,300 | $975.0K | 0.54% | +20,300 | New |
| Steward Partners Investment Advisory, LLC | 20,257 | $972.9K | 0.01% | +20,257 | New |
| Simon Quick Advisors, LLC | 20,065 | $963.7K | 0.09% | +205+1.0% | Added |
| Jade Capital Advisors, LLC | 20,000 | $960.6K | 0.58% | +20,000 | New |
| Commerce Bank | 19,619 | $942.3K | 0.01% | −39,119−66.6% | Reduced |
| Optimas Capital Ltd | 19,500 | $936.6K | 0.88% | +19,500 | New |
| Hanseatic Management Services Inc | 19,444 | $933.9K | 1.63% | −10,097−34.2% | Reduced |
| Chartwell Investment Partners, LLC | 19,280 | $926.0K | 0.03% | +19,280 | New |
| Baader Bank INC | 19,166 | $919.4K | 0.08% | +10,947+133.2% | Added |
| Utah Retirement Systems | 19,000 | $912.6K | 0.01% | +300+1.6% | Added |
| Mariner, LLC | 18,806 | $903.2K | 0.00% | +463+2.5% | Added |
| Pitcairn Co | 18,608 | $893.7K | 0.07% | +200+1.1% | Added |
| Creative Planning | 18,453 | $886.3K | 0.00% | −187−1.0% | Reduced |
| Sigma Planning Corp | 18,218 | $875.0K | 0.07% | −34,294−65.3% | Reduced |
| Atria Wealth Solutions, Inc. | 18,057 | $867.3K | 0.01% | +18,057 | New |
| Alpha DNA Investment Management LLC | 17,999 | $864.5K | 0.51% | +17,999 | New |
| Lisanti Capital Growth, LLC | 17,380 | $834.8K | 0.20% | −84,475−82.9% | Reduced |
| Pathstone Holdings, LLC | 17,368 | $834.2K | 0.00% | +17,368 | New |
| Vinva Investment Management Ltd | 16,996 | $832.1K | 0.06% | +16,996 | New |
| AXS Investments LLC | 17,000 | $816.5K | 0.20% | +2,300+15.6% | Added |
| Mach-1 Financial Group, Inc. | 16,766 | $805.3K | 0.31% | +16,766 | New |
| Advisory Services Network, LLC | 16,741 | $804.1K | 0.02% | +7,106+73.8% | Added |
| 1858 Wealth Management, LLC | 16,511 | $793.0K | 0.75% | +16,511 | New |
| Bank of Nova Scotia | 16,505 | $792.7K | 0.00% | −295,560−94.7% | Reduced |
| Oak Thistle LLC | 16,422 | $788.7K | 0.23% | +16,422 | New |
| Arrowstreet Capital, Limited Partnership | 16,412 | $788.0K | 0.00% | −76,831−82.4% | Reduced |
| Koshinski Asset Management, Inc. | 16,101 | $773.3K | 0.12% | +3,739+30.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,630 | $750.7K | 0.01% | +15,630 | New |
| Cloverfields Capital Group, LP | 15,355 | $737.5K | 0.29% | +15,355 | New |
| Xponance, Inc. | 14,984 | $719.7K | 0.01% | +426+2.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,706 | $706.3K | 0.00% | +3,673+33.3% | Added |
| Harvest Fund Management Co., Ltd | 14,583 | $700.0K | 0.11% | +5,909+68.1% | Added |
| Mosaic Advisors LLC | 14,379 | $690.6K | 0.41% | +14,379 | New |
| Virtue Capital Management, LLC | 14,814 | $686.8K | 0.14% | −16,055−52.0% | Reduced |
| Old West Investment Management, LLC | 13,866 | $666.0K | 0.34% | +6,936+100.1% | Added |
| E. Ohman J:or Asset Management AB | 13,800 | $662.8K | 0.02% | +13,800 | New |
| Cresset Asset Management, LLC | 13,794 | $662.5K | 0.00% | +4,630+50.5% | Added |
| Wealthcare Advisory Partners LLC | 13,521 | $649.4K | 0.03% | +13,521 | New |
| Susquehanna Fundamental Investments, LLC | 13,240 | $635.9K | 0.64% | −8,297−38.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,205 | $634.3K | 0.00% | +9,870+296.0% | Added |
| Hillsdale Investment Management Inc. | 13,200 | $634.0K | 0.05% | +13,200 | New |
| CI Private Wealth, LLC | 13,196 | $633.8K | 0.00% | −1,185−8.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,024 | $625.5K | 0.06% | +5,039+63.1% | Added |
| Level Four Advisory Services, LLC | 13,012 | $625.0K | 0.04% | +813+6.7% | Added |
| Wolverine Trading, LLC | 12,465 | $598.7K | 0.00% | +12,465 | New |
| Shell Asset Management Co | 12,460 | $598.0K | 0.03% | −5,168−29.3% | Reduced |
| Chesley Taft & Associates LLC | 12,184 | $585.2K | 0.03% | +5,264+76.1% | Added |
| Arden Trust Co | 12,174 | $584.7K | 0.09% | −1,433−10.5% | Reduced |
| NBC Securities, Inc. | 11,837 | $568.0K | 0.06% | −178−1.5% | Reduced |
| Quadcap Wealth Management, LLC | 11,597 | $557.0K | 0.14% | +11,597 | New |
| Resources Investment Advisors, LLC. | 11,594 | $556.9K | 0.01% | +810+7.5% | Added |
| US Bancorp | 11,461 | $550.5K | 0.00% | +7,503+189.6% | Added |
| Centiva Capital, LP | 11,444 | $549.7K | 0.03% | +11,444 | New |
| QRG Capital Management, Inc. | 11,357 | $545.5K | 0.01% | −358−3.1% | Reduced |
| Macquarie Group Ltd | 11,229 | $539.3K | 0.00% | +11,229 | New |
| Cetera Advisor Networks LLC | 11,094 | $532.8K | 0.00% | +1,291+13.2% | Added |
| Fox Run Management, L.L.C. | 10,948 | $525.8K | 0.13% | +2,154+24.5% | Added |