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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 835 | $68.2K | 0.00% | +435+108.7% | Added |
| Quadrant Capital Group LLC | 857 | $70.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 948 | $77.4K | 0.00% | +508+115.5% | Added |
| Leonteq Securities AG | 962 | $78.6K | 0.01% | +492+104.7% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $81.7K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,001 | $81.7K | 0.03% | +1,001 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,020 | $83.3K | 0.03% | +1,020 | New |
| Stephens Inc | 1,067 | $87.1K | 0.00% | −252−19.1% | Reduced |
| TFC Financial Management | 1,090 | $89.0K | 0.02% | +210+23.9% | Added |
| Hexagon Capital Partners LLC | 1,142 | $93.3K | 0.02% | −494−30.2% | Reduced |
| Independence Bank of Kentucky | 1,150 | $93.9K | 0.03% | +1,000+666.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $98.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,200 | $98.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,033 | $101.2K | 0.02% | +1,033 | New |
| First Community Trust NA | 1,290 | $105.4K | 0.10% | +1,290 | New |
| Tidemark, LLC | 1,385 | $113.1K | 0.06% | +1,385 | New |
| AlphaCentric Advisors LLC | 1,393 | $113.8K | 0.07% | −188−11.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,450 | $118.4K | 0.02% | +1,150+383.3% | Added |
| State of Wyoming | 1,508 | $123.2K | 0.02% | −2,666−63.9% | Reduced |
| Clearstead Advisors, LLC | 1,425 | $135.1K | 0.01% | +185+14.9% | Added |
| Covestor Ltd | 1,826 | $149.0K | 0.09% | +436+31.4% | Added |
| EntryPoint Capital, LLC | 1,832 | $149.6K | 0.13% | −3,360−64.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,882 | $153.7K | 0.05% | +1,498+390.1% | Added |
| Spire Wealth Management | 1,920 | $156.8K | 0.00% | −4,836−71.6% | Reduced |
| Shay Capital LLC | 2,000 | $163.3K | 0.05% | +2,000 | New |
| Farther Finance Advisors, LLC | 2,109 | $169.6K | 0.01% | +1,029+95.3% | Added |
| Glass Jacobson Investment Advisors llc | 2,141 | $174.8K | 0.07% | +2,141 | New |
| Novare Capital Management LLC | 2,455 | $200.5K | 0.02% | +2,455 | New |
| Phoenix Holdings Ltd. | 2,500 | $203.6K | 0.00% | +2,500 | New |
| Brown Brothers Harriman & Co | 2,500 | $204.2K | 0.00% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,550 | $206.0K | 0.14% | +2,550 | New |
| Fiduciary Family Office, LLC | 2,570 | $209.9K | 0.08% | +2,570 | New |
| Aaron Wealth Advisors | 2,572 | $210.1K | 0.03% | +2,572 | New |
| Atlas Capital Advisors LLC | 2,574 | $210.2K | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 2,645 | $216.0K | 0.00% | +2,645 | New |
| Lido Advisors, LLC | 2,689 | $219.6K | 0.00% | −19,475−87.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,694 | $220.0K | 0.01% | −1,550−36.5% | Reduced |
| Arlington Capital Management, Inc. | 2,719 | $222.1K | 0.18% | +2,719 | New |
| GYL Financial Synergies, LLC | 2,730 | $223.0K | 0.02% | +2,730 | New |
| Ingalls & Snyder LLC | 2,732 | $223.0K | 0.01% | −2,571−48.5% | Reduced |
| CM Wealth Advisors LLC | 2,350 | $223.0K | 0.06% | +2,350 | New |
| Optimist Retirement Group LLC | 2,745 | $224.2K | 0.12% | +2,745 | New |
| Kestra Private Wealth Services, LLC | 2,757 | $225.2K | 0.01% | +2,757 | New |
| Parallax Volatility Advisers, L.P. | 2,765 | $225.8K | 0.01% | +2,765 | New |
| Vise Technologies, Inc. | 2,822 | $230.5K | 0.05% | +2,822 | New |
| Crossmark Global Holdings, Inc. | 2,831 | $231.0K | 0.00% | +2,831 | New |
| Beacon Pointe Advisors, LLC | 2,837 | $231.7K | 0.00% | +2,837 | New |
| K2 Principal Fund, L.P. | 2,875 | $234.8K | 0.06% | +2,875 | New |
| Optas, LLC | 2,883 | $235.5K | 0.06% | +2,883 | New |
| FDx Advisors, Inc. | 2,920 | $238.0K | 0.04% | +2,920 | New |
| Americana Partners, LLC | 2,923 | $238.7K | 0.02% | +2,923 | New |
| Steward Partners Investment Advisory, LLC | 3,005 | $245.4K | 0.00% | −17,252−85.2% | Reduced |
| CoreCap Advisors, LLC | 3,005 | $245.4K | 0.01% | +3,005 | New |
| American International Group, Inc. | 3,039 | $248.2K | 0.00% | −2−0.1% | Reduced |
| Prosperity Wealth Management, Inc. | 3,039 | $248.2K | 0.12% | +3,039 | New |
| Pinkerton Retirement Specialists, LLC | 3,041 | $248.4K | 0.04% | +3,041 | New |
| Gen-Wealth Partners Inc | 3,072 | $250.9K | 0.12% | +3,072 | New |
| Pinpoint Asset Management Ltd | 3,073 | $251.0K | 0.04% | −1,927−38.5% | Reduced |
| Chicago Capital, LLC | 3,101 | $253.2K | 0.01% | +3,101 | New |
| Stephenson National Bank & Trust | 3,101 | $253.3K | 0.09% | −2,502−44.7% | Reduced |
| Liberty One Investment Management, LLC | 3,105 | $253.6K | 0.03% | +3,105 | New |
| Hodges Capital Management Inc. | 3,125 | $255.0K | 0.02% | +3,125 | New |
| First Horizon Advisors, Inc. | 3,127 | $255.4K | 0.01% | −456−12.7% | Reduced |
| Rakuten Investment Management, Inc. | 3,136 | $256.1K | 0.00% | +2,890+1,174.8% | Added |
| Sax Wealth Advisors, LLC | 3,340 | $272.8K | 0.03% | +3,340 | New |
| Nomura Holdings Inc | 3,400 | $277.7K | 0.00% | +3,400 | New |
| Oxford Asset Management LLP | 3,420 | $279.3K | 0.30% | +3,420 | New |
| Personal Cfo Solutions, LLC | 3,438 | $280.8K | 0.04% | −761−18.1% | Reduced |
| Blair William & Co | 3,475 | $283.8K | 0.00% | +3,475 | New |
| Atomi Financial Group, Inc. | 3,488 | $284.9K | 0.03% | +3,488 | New |
| Hummer Financial Advisory Services Inc | 3,500 | $285.8K | 0.24% | +3,500 | New |
| Keybank National Association | 3,517 | $287.2K | 0.00% | +3,517 | New |
| Prudential PLC | 3,664 | $299.2K | 0.00% | +3,664 | New |
| Cigna Investments Inc | 3,725 | $304.0K | 0.06% | +3,725 | New |
| Dark Forest Capital Management LP | 3,803 | $310.6K | 0.05% | +3,803 | New |
| NorthCrest Asset Manangement, LLC | 3,860 | $315.2K | 0.01% | +3,860 | New |
| Darwin Advisors, LLC | 3,898 | $318.4K | 0.09% | +3,898 | New |
| Ostrum Asset Management | 3,913 | $319.6K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,944 | $322.1K | 0.00% | +3,944 | New |
| Acadian Asset Management LLC | 4,007 | $326.0K | 0.00% | +3,649+1,019.3% | Added |
| Coldstream Capital Management Inc | 4,014 | $327.8K | 0.01% | +4,014 | New |
| MONECO Advisors, LLC | 4,084 | $333.6K | 0.05% | +4,084 | New |
| Cahill Financial Advisors Inc | 4,124 | $336.8K | 0.05% | +4,124 | New |
| Van Den Berg Management I, Inc | 4,201 | $343.1K | 0.10% | −405−8.8% | Reduced |
| Gries Financial LLC | 4,245 | $346.7K | 0.06% | −666−13.6% | Reduced |
| Eqis Capital Management, Inc. | 4,246 | $346.8K | 0.03% | +4,246 | New |
| Mercer Global Advisors Inc | 4,403 | $360.0K | 0.00% | +4,403 | New |
| Menard Financial Group LLC | 4,457 | $364.0K | 0.31% | +4,457 | New |
| Metis Global Partners, LLC | 4,523 | $369.4K | 0.01% | −26−0.6% | Reduced |
| Empowered Funds, LLC | 4,551 | $371.7K | 0.01% | +4,551 | New |
| Moors & Cabot, Inc. | 4,565 | $372.8K | 0.02% | +4,565 | New |
| Vident Advisory, LLC | 4,586 | $374.5K | 0.01% | +4,586 | New |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $375.7K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,614 | $376.8K | 0.03% | +423+10.1% | Added |
| Segment Wealth Management, LLC | 4,675 | $381.8K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,700 | $383.8K | 0.03% | −18,565−79.8% | Reduced |
| AlTi Global, Inc. | 4,700 | $383.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,709 | $384.6K | 0.01% | +1,235+35.5% | Added |
| Prelude Capital Management, LLC | 4,736 | $386.8K | 0.03% | +4,736 | New |
| Gilder Gagnon Howe & Co LLC | 4,819 | $393.6K | 0.00% | +4,819 | New |