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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, Q1 2024

Institutional positions in Vertiv Holdings Co as of Mar 31, 2024. 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
759
+184 vs. Q4 2023
Shares held
308.3M
−33.5M (−9.8%) vs. Q4 2023
Total value
$25.2B
+$8.74B (+53.2%) vs. Q4 2023
New holders
245
238 more added
Sold out
61
232 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 759 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ1 2024: $25.2B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2023.

Institutions holding VRT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%+4New
Assetmark, Inc1$620.00%−2−66.7%Reduced
Gradient Investments LLC1$820.00%+1New
GPS Wealth Strategies Group, LLC4$3270.00%+4New
Cornerstone Planning Group LLC5$4660.00%00.0%Unchanged
Aspect Partners, LLC6$4900.00%+6New
Mine & Arao Wealth Creation & Management, LLC.8$6540.00%+8New
Opal Wealth Advisors, LLC8$6540.00%+8New
True Wealth Design, LLC10$8170.00%+4+66.7%Added
Riggs Asset Managment Co. Inc.10$8170.00%+10New
Future Financial Wealth Managment LLC10$8170.00%+10New
First Pacific Financial11$8990.00%+3+37.5%Added
Institutional & Family Asset Management, LLC14$1.14K0.00%+14New
Quest Partners LLC15$1.23K0.00%+15New
AdvisorNet Financial, Inc20$1.63K0.00%−22−52.4%Reduced
Toth Financial Advisory Corp20$1.63K0.00%−20−50.0%Reduced
DiNuzzo Private Wealth, Inc.20$1.63K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc22$1.80K0.00%+22New
Parkside Financial Bank & Trust22$1.80K0.00%+18+450.0%Added
Salem Investment Counselors Inc23$1.88K0.00%+23New
Cutler Group LP30$2.00K0.00%+30New
West Paces Advisors Inc.25$2.04K0.00%+25New
WR Wealth Planners, LLC26$2.12K0.00%+26New
Sachetta, LLC49$2.35K0.00%00.0%Unchanged
First Command Advisory Services, Inc.55$2.65K0.00%+55New
South State Corp.33$2.69K0.00%+33New
Sofos Investments, Inc.34$2.75K0.00%+34New
Valley National Advisers Inc45$3.00K0.00%+10+28.6%Added
SJS Investment Consulting Inc.39$3.19K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$3.27K0.00%+40New
Stone House Investment Management, LLC40$3.27K0.00%+40New
Tradewinds Capital Management, LLC41$3.35K0.00%+41New
Avion Wealth40$4.00K0.00%+15+60.0%Added
Frazier Financial Advisors, LLC49$4.00K0.00%+49New
Hilltop National Bank50$4.08K0.00%+50New
Meeder Asset Management Inc58$4.74K0.00%+58New
Washington Trust Advisors, Inc.58$4.77K0.00%−10−14.7%Reduced
Kayne Anderson Rudnick Investment Management LLC61$4.98K0.00%+23+60.5%Added
Smartleaf Asset Management LLC62$5.02K0.00%+62New
Larson Financial Group LLC72$5.88K0.00%+72New
Capital Advisors, Ltd. LLC79$6.00K0.00%+7+9.7%Added
Farmers & Merchants Trust Co of Chambersburg PA79$6.00K0.00%+79New
Naples Money Management LLC75$6.13K0.01%+75New
FSA Wealth Management LLC83$6.78K0.00%00.0%Unchanged
Register Financial Advisors LLC85$6.94K0.00%+85New
Mather Group, LLC.151$7.25K0.00%+151New
JFS Wealth Advisors, LLC90$7.35K0.00%00.0%Unchanged
Lummis Asset Management, LP112$9.15K0.01%00.0%Unchanged
HighMark Wealth Management LLC115$9.39K0.01%+115New
Rosenberg Matthew Hamilton127$10.2K0.00%00.0%Unchanged
TD Private Client Wealth LLC130$10.6K0.00%−73−36.0%Reduced
First Manhattan Co130$10.6K0.00%+130New
VisionPoint Advisory Group, LLC145$11.8K0.00%00.0%Unchanged
FIL Ltd146$11.9K0.00%+20+15.9%Added
Red Tortoise LLC147$12.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management150$12.3K0.01%00.0%Unchanged
Optimum Investment Advisors150$12.3K0.01%+150New
REAP Financial Group, LLC153$12.5K0.00%+10+7.0%Added
Pier Capital, LLC159$13.0K0.00%00.0%Unchanged
J.Safra Asset Management Corp159$13.0K0.00%+159New
Pittenger & Anderson Inc163$13.3K0.00%+163New
Ronald Blue Trust, Inc.169$13.8K0.00%+36+27.1%Added
Versant Capital Management, Inc171$14.0K0.00%00.0%Unchanged
Sandy Spring Bank195$15.9K0.00%00.0%Unchanged
Godsey & Gibb Associates200$16.3K0.00%+200New
Central Trust Co225$18.4K0.00%−154−40.6%Reduced
Massmutual Trust Co FSB232$18.9K0.00%+218+1,557.1%Added
Private Trust Co NA237$19.4K0.00%−1−0.4%Reduced
Washington Trust Co250$20.4K0.00%+250New
CarsonAllaria Wealth Management, Ltd.276$22.5K0.01%+276New
E Fund Management (Hong Kong) Co., Ltd.285$23.0K0.02%+285New
Fifth Third Bancorp285$23.3K0.00%+146+105.0%Added
Tower Research Capital LLC (TRC)288$23.5K0.00%−4,612−94.1%Reduced
Harbour Investments, Inc.289$23.6K0.00%+212+275.3%Added
Benjamin Edwards Inc296$24.0K0.00%+296New
Bogart Wealth, LLC301$24.6K0.00%+301New
Atticus Wealth Management, LLC332$27.1K0.01%+332New
Ancora Advisors, LLC333$27.2K0.00%00.0%Unchanged
IFP Advisors, Inc384$31.4K0.00%+334+668.0%Added
Hazlett, Burt & Watson, Inc.429$34.0K0.02%+429New
Creative Financial Designs Inc425$34.7K0.00%+225+112.5%Added
RiverPark Advisors, LLC434$35.4K0.03%+434New
Bell Investment Advisors, Inc437$35.7K0.01%+10+2.3%Added
Allworth Financial LP447$36.5K0.00%+39+9.6%Added
ORG Partners LLC457$36.7K0.07%+457New
Huntington National Bank466$38.1K0.00%+160+52.3%Added
Farmers & Merchants Investments Inc500$40.8K0.00%+200+66.7%Added
nVerses Capital, LLC500$40.8K0.10%+500New
Rothschild Investment LLC501$40.9K0.00%+391+355.5%Added
Raleigh Capital Management Inc.531$43.4K0.02%−40−7.0%Reduced
Parallel Advisors, LLC539$44.0K0.00%+143+36.1%Added
Ramirez Asset Management, Inc.550$44.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC550$44.9K0.00%+137+33.2%Added
Nemes Rush Group LLC614$50.1K0.01%+614New
GAMMA Investing LLC653$53.3K0.01%+119+22.3%Added
FSC Wealth Advisors, LLC720$58.8K0.04%+720New
Proequities, Inc.750$61.3K0.00%−14−1.8%Reduced
Silicon Valley Capital Partners774$63.2K0.01%+774New
Global Retirement Partners, LLC786$64.2K0.00%−8−1.0%Reduced
Livforsakringsbolaget Skandia, Omsesidigt800$65.3K0.01%00.0%Unchanged