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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,390 | $67.0K | 0.05% | +944+211.7% | Added |
| Stephens Inc | 1,319 | $63.4K | 0.00% | −238−15.3% | Reduced |
| Coppell Advisory Solutions LLC | 1,306 | $62.7K | 0.01% | +1,306 | New |
| Clearstead Advisors, LLC | 1,240 | $59.6K | 0.00% | +215+21.0% | Added |
| Colonial Trust Advisors | 1,200 | $57.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $57.6K | 0.00% | +1,200 | New |
| Farther Finance Advisors, LLC | 1,080 | $51.9K | 0.00% | +1,034+2,247.8% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 880 | $42.3K | 0.01% | +880 | New |
| Quadrant Capital Group LLC | 857 | $41.2K | 0.00% | +170+24.7% | Added |
| Global Retirement Partners, LLC | 794 | $39.7K | 0.00% | −794−50.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $38.4K | 0.00% | +800 | New |
| Proequities, Inc. | 764 | $36.7K | 0.00% | +436+132.9% | Added |
| GAMMA Investing LLC | 534 | $30.1K | 0.01% | +534 | New |
| Raleigh Capital Management Inc. | 571 | $27.4K | 0.01% | +252+79.0% | Added |
| Ramirez Asset Management, Inc. | 550 | $26.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 470 | $22.6K | 0.00% | −3,530−88.3% | Reduced |
| Principal Securities, Inc. | 440 | $21.1K | 0.00% | +440 | New |
| Quarry LP | 428 | $20.6K | 0.01% | −390−47.7% | Reduced |
| Bell Investment Advisors, Inc | 427 | $20.5K | 0.00% | −9−2.1% | Reduced |
| Lindbrook Capital, LLC | 413 | $19.8K | 0.00% | +309+297.1% | Added |
| Allworth Financial LP | 408 | $19.6K | 0.00% | +298+270.9% | Added |
| Hollencrest Capital Management | 400 | $19.2K | 0.00% | +400 | New |
| Parallel Advisors, LLC | 396 | $19.0K | 0.00% | +66+20.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 384 | $18.4K | 0.01% | +221+135.6% | Added |
| Central Trust Co | 379 | $18.2K | 0.00% | −57−13.1% | Reduced |
| Venturi Wealth Management, LLC | 365 | $17.5K | 0.00% | +143+64.4% | Added |
| Acadian Asset Management LLC | 358 | $17.0K | 0.00% | −309−46.3% | Reduced |
| Ancora Advisors, LLC | 333 | $16.0K | 0.00% | +333 | New |
| Huntington National Bank | 306 | $14.7K | 0.00% | −1,023−77.0% | Reduced |
| Farmers & Merchants Investments Inc | 300 | $14.4K | 0.00% | +300 | New |
| Carolinas Wealth Consulting LLC | 300 | $14.4K | 0.00% | +300 | New |
| Glassman Wealth Services | 298 | $14.3K | 0.00% | +199+201.0% | Added |
| Rakuten Investment Management, Inc. | 246 | $12.0K | 0.00% | +246 | New |
| Private Trust Co NA | 238 | $11.4K | 0.00% | −714−75.0% | Reduced |
| Loomis Sayles & Co L P | 224 | $11.0K | 0.00% | −177−44.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 218 | $10.0K | 0.00% | +118+118.0% | Added |
| TD Private Client Wealth LLC | 203 | $9.75K | 0.00% | −92−31.2% | Reduced |
| Creative Financial Designs Inc | 200 | $9.61K | 0.00% | +200 | New |
| Sandy Spring Bank | 195 | $9.37K | 0.00% | +195 | New |
| Versant Capital Management, Inc | 171 | $8.21K | 0.00% | −13−7.1% | Reduced |
| Pier Capital, LLC | 159 | $7.64K | 0.00% | +159 | New |
| Macroview Investment Management LLC | 156 | $7.49K | 0.01% | +54+52.9% | Added |
| Tyler-Stone Wealth Management | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $7.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 147 | $7.06K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 145 | $6.96K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 143 | $6.87K | 0.00% | +143 | New |
| Fifth Third Bancorp | 139 | $6.68K | 0.00% | +139 | New |
| Rosenberg Matthew Hamilton | 127 | $6.10K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 126 | $6.05K | 0.00% | +31+32.6% | Added |
| Lummis Asset Management, LP | 112 | $5.38K | 0.00% | +112 | New |
| Rothschild Investment LLC | 110 | $5.28K | 0.00% | +110 | New |
| Rakuten Securities, Inc. | 110 | $5.28K | 0.00% | +110 | New |
| Ronald Blue Trust, Inc. | 133 | $5.00K | 0.00% | +100+303.0% | Added |
| Jones Financial Companies LLLP | 90 | $4.32K | 0.00% | +4+4.7% | Added |
| JFS Wealth Advisors, LLC | 90 | $4.32K | 0.00% | +19+26.8% | Added |
| FSA Wealth Management LLC | 83 | $4.00K | 0.00% | +83 | New |
| Harbour Investments, Inc. | 77 | $3.70K | 0.00% | +61+381.3% | Added |
| Washington Trust Advisors, Inc. | 68 | $3.29K | 0.00% | −82−54.7% | Reduced |
| Capital Advisors, Ltd. LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.40K | 0.00% | −56−52.8% | Reduced |
| Sachetta, LLC | 49 | $2.35K | 0.00% | +49 | New |
| Lee Financial Co | 48 | $2.31K | 0.00% | +48 | New |
| AdvisorNet Financial, Inc | 42 | $2.02K | 0.00% | +17+68.0% | Added |
| Toth Financial Advisory Corp | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.87K | 0.00% | +9+30.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $1.82K | 0.00% | +38 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | +12+92.3% | Added |
| Valley National Advisers Inc | 35 | $1.00K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $961 | 0.00% | +20 | New |
| Massmutual Trust Co FSB | 14 | $672 | 0.00% | +10+250.0% | Added |
| Delta Asset Management LLC | 14 | $672 | 0.00% | +14 | New |
| First Pacific Financial | 8 | $385 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 7 | $337 | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $289 | 0.00% | +2+50.0% | Added |
| Cornerstone Planning Group LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $193 | 0.00% | −11−73.3% | Reduced |
| Bokf, NA | 4 | $192 | 0.00% | −23−85.2% | Reduced |
| Assetmark, Inc | 3 | $144 | 0.00% | +1+50.0% | Added |
| Motco | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $37 | 0.00% | +1 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 101,344 | – | – | +101,344 | New |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,801,145−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −808,634−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −505,932−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −327,546−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −301,724−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −208,841−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −196,600−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −152,389−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −147,760−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −145,514−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −121,516−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −92,628−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −86,389−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −74,158−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −70,721−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −69,300−100.0% | Sold out |