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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 10,912 | $524.1K | 0.00% | +10,912 | New |
| Bridgewater Associates, LP | 10,707 | $514.3K | 0.00% | −50,268−82.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,502 | $504.4K | 0.03% | +1,595+17.9% | Added |
| Handelsinvest Investeringsforvaltning | 10,471 | $503.0K | 0.21% | −129,529−92.5% | Reduced |
| Carl P. Sherr & Co., LLC | 10,246 | $492.1K | 0.30% | +10,246 | New |
| Mount Lucas Management LP | 10,206 | $490.2K | 0.17% | +10,206 | New |
| Precision Wealth Strategies, LLC | 10,124 | $486.3K | 0.47% | −92−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,100 | $485.1K | 0.01% | +10,100 | 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 |
| TT International Asset Management LTD | 9,887 | $474.0K | 0.06% | +9,887 | New |
| Banque Cantonale Vaudoise | 9,800 | $471.0K | 0.02% | +9,800 | New |
| TriaGen Wealth Management LLC | 9,748 | $468.2K | 0.22% | +9,748 | New |
| CIBC World Markets Corp | 9,541 | $458.3K | 0.00% | +9,541 | New |
| Lazard Asset Management LLC | 9,507 | $456.0K | 0.00% | −16,602−63.6% | Reduced |
| Aigen Investment Management, LP | 9,447 | $453.7K | 0.08% | +9,447 | New |
| Headlands Technologies LLC | 9,371 | $450.1K | 0.13% | +9,371 | New |
| Park Avenue Securities LLC | 9,364 | $450.0K | 0.01% | +9,364 | New |
| CIBC Asset Management Inc | 9,369 | $450.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,340 | $448.6K | 0.00% | −26,887−74.2% | Reduced |
| Congress Asset Management Co | 9,000 | $432.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 8,970 | $430.0K | 0.00% | +8,970 | New |
| Richard W. Paul & Associates, LLC | 8,911 | $428.0K | 0.18% | −431−4.6% | Reduced |
| HRT Financial LP | 8,839 | $424.0K | 0.00% | −239,528−96.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,680 | $416.9K | 0.01% | +8,680 | New |
| Oppenheimer & Co Inc | 8,528 | $409.6K | 0.01% | +8,528 | New |
| Fukoku Mutual Life Insurance Co | 8,451 | $405.9K | 0.03% | −11,549−57.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,421 | $404.5K | 0.01% | +8,421 | New |
| Janney Montgomery Scott LLC | 8,390 | $403.0K | 0.00% | +8,390 | New |
| Perigon Wealth Management, LLC | 8,303 | $398.8K | 0.01% | −73−0.9% | Reduced |
| Two Sigma Securities, LLC | 8,160 | $391.9K | 0.02% | +8,160 | New |
| Investment Management Corp of Ontario | 8,000 | $384.2K | 0.01% | +8,000 | New |
| SeaCrest Wealth Management, LLC | 8,206 | $380.0K | 0.05% | +8,206 | New |
| Convergence Investment Partners, LLC | 7,901 | $379.0K | 0.20% | +2,130+36.9% | Added |
| MetLife Investment Management | 7,711 | $370.4K | 0.00% | −140−1.8% | Reduced |
| USA Financial Portformulas Corp | 7,644 | $367.1K | 0.06% | +4,835+172.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,575 | $363.8K | 0.02% | +7,575 | New |
| Spire Wealth Management | 6,756 | $362.6K | 0.01% | +1,099+19.4% | Added |
| Axq Capital, LP | 7,200 | $345.8K | 0.09% | +7,200 | New |
| U.S. Capital Wealth Advisors, LLC | 7,198 | $345.7K | 0.01% | +7,198 | New |
| United Capital Financial Advisers, LLC | 7,096 | $340.8K | 0.00% | +7,096 | New |
| Sanders Morris Harris LLC | 7,000 | $338.0K | 0.17% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,932 | $333.5K | 0.00% | +6,932 | New |
| Globeflex Capital L P | 6,939 | $333.3K | 0.03% | +4,400+173.3% | Added |
| CWM, LLC | 6,941 | $333.0K | 0.00% | +2,710+64.1% | Added |
| XTX Topco Ltd | 6,603 | $317.1K | 0.07% | −4,631−41.2% | Reduced |
| Cetera Advisors LLC | 6,557 | $314.9K | 0.00% | +6,557 | New |
| Kestra Advisory Services, LLC | 6,425 | $308.6K | 0.00% | +667+11.6% | Added |
| SG Americas Securities, LLC | 6,415 | $308.0K | 0.00% | −79,180−92.5% | Reduced |
| Rowland & Co Investment Counsel | 6,400 | $307.4K | 0.07% | +6,400 | New |
| Ulland Investment Advisors, LLC | 5,959 | $286.0K | 0.29% | +5,959 | New |
| Harbour Capital Advisors, LLC | 6,150 | $280.3K | 0.08% | +6,150 | New |
| Hantz Financial Services, Inc. | 5,643 | $271.0K | 0.01% | −6,704−54.3% | Reduced |
| Stephenson National Bank & Trust | 5,603 | $269.1K | 0.13% | −1,556−21.7% | Reduced |
| Ingalls & Snyder LLC | 5,303 | $255.0K | 0.01% | +5,303 | New |
| Northwestern Mutual Wealth Management Co | 5,271 | $253.2K | 0.00% | −4,450−45.8% | Reduced |
| Knollwood Investment Advisory, LLC | 5,200 | $249.8K | 0.05% | +5,200 | New |
| EntryPoint Capital, LLC | 5,192 | $249.4K | 0.24% | +5,192 | New |
| Candriam Luxembourg S.C.A. | 5,145 | $247.1K | 0.00% | +5,145 | New |
| Pinpoint Asset Management Ltd | 5,000 | $240.2K | 0.05% | +5,000 | 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 |
| Gries Financial LLC | 4,911 | $235.9K | 0.05% | +4,911 | New |
| Tower Research Capital LLC (TRC) | 4,900 | $235.3K | 0.00% | +4,402+883.9% | Added |
| 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 |
| EdgeRock Capital LLC | 3,761 | $231.2K | 0.17% | +3,761 | New |
| C M Bidwell & Associates Ltd | 4,813 | $231.2K | 0.17% | +4,813 | New |
| Cambridge Investment Research Advisors, Inc. | 4,779 | $230.0K | 0.00% | −43,320−90.1% | Reduced |
| InterOcean Capital Group, LLC | 4,703 | $225.9K | 0.01% | +4,703 | New |
| AlTi Global, Inc. | 4,700 | $225.7K | 0.01% | +4,700 | New |
| Segment Wealth Management, LLC | 4,675 | $224.5K | 0.02% | +4,675 | New |
| Diversified Trust Co | 4,613 | $221.6K | 0.01% | +4,613 | New |
| Van Den Berg Management I, Inc | 4,606 | $221.2K | 0.07% | −1,465−24.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $220.9K | 0.04% | +4,600 | New |
| EverSource Wealth Advisors, LLC | 4,558 | $218.9K | 0.02% | −9−0.2% | Reduced |
| Metis Global Partners, LLC | 4,549 | $218.5K | 0.01% | +4,549 | New |
| NinePointTwo Capital | 4,375 | $210.0K | 0.08% | +4,375 | New |
| Independent Financial Group, LLC | 4,370 | $209.9K | 0.01% | +4,370 | New |
| Provence Wealth Management Group | 4,254 | $204.3K | 0.11% | +4,254 | New |
| Moody Lynn & Lieberson, LLC | 4,244 | $203.8K | 0.02% | +4,244 | New |
| Personal Cfo Solutions, LLC | 4,199 | $201.7K | 0.03% | +4,199 | New |
| Arkadios Wealth Advisors | 4,191 | $201.3K | 0.02% | +4,191 | New |
| State of Wyoming | 4,174 | $200.5K | 0.04% | −1,186−22.1% | Reduced |
| Ostrum Asset Management | 3,913 | $187.9K | 0.02% | +3,913 | New |
| First Horizon Advisors, Inc. | 3,583 | $172.1K | 0.01% | +2,921+441.2% | Added |
| Kapitalo Investimentos Ltda | 3,484 | $167.3K | 0.03% | +3,484 | New |
| Signaturefd, LLC | 3,474 | $166.9K | 0.00% | +115+3.4% | Added |
| FWL Investment Management, LLC | 3,081 | $148.0K | 0.09% | +2,162+235.3% | Added |
| American International Group, Inc. | 3,041 | $146.1K | 0.00% | −79−2.5% | Reduced |
| Plato Investment Management Ltd | 2,938 | $141.1K | 0.17% | +2,938 | New |
| Atlas Capital Advisors LLC | 2,574 | $123.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,500 | $120.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,500 | $120.1K | 0.00% | +2,500 | New |
| Federation des caisses Desjardins du Quebec | 1,940 | $93.2K | 0.00% | +1,341+223.9% | Added |
| Hexagon Capital Partners LLC | 1,636 | $78.6K | 0.02% | −154−8.6% | Reduced |
| AlphaCentric Advisors LLC | 1,581 | $75.9K | 0.05% | +1,581 | New |
| Psagot Value Holdings Ltd. / (Israel) | 1,500 | $73.0K | 0.03% | +1,500 | New |
| McGlone Suttner Wealth Management, Inc. | 1,466 | $70.4K | 0.01% | +1,466 | New |