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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 4,914 | $401.3K | 0.07% | −2,730−35.7% | Reduced |
| Green Square Capital Advisors LLC | 5,000 | $408.4K | 0.05% | +5,000 | New |
| Convergence Investment Partners, LLC | 5,044 | $412.0K | 0.16% | −2,857−36.2% | Reduced |
| HRT Financial LP | 5,067 | $413.0K | 0.00% | −3,772−42.7% | Reduced |
| WealthPLAN Partners, LLC | 5,060 | $413.3K | 0.04% | +5,060 | New |
| InterOcean Capital Group, LLC | 5,105 | $416.9K | 0.01% | +402+8.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,117 | $418.0K | 0.01% | +4,899+2,247.2% | Added |
| Alps Advisors Inc | 5,190 | $423.9K | 0.00% | +5,190 | New |
| UniSuper Management Pty Ltd | 5,200 | $424.7K | 0.00% | +2,700+108.0% | Added |
| EverSource Wealth Advisors, LLC | 4,610 | $428.7K | 0.03% | +52+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,264 | $429.9K | 0.00% | −7−0.1% | Reduced |
| E Fund Management Co., Ltd. | 5,267 | $430.2K | 0.03% | +5,267 | New |
| D.A. Davidson & Co. | 5,290 | $432.0K | 0.00% | +5,290 | New |
| Pallas Capital Advisors LLC | 5,368 | $438.4K | 0.02% | +5,368 | New |
| FWL Investment Management, LLC | 5,416 | $442.3K | 0.24% | +2,335+75.8% | Added |
| C M Bidwell & Associates Ltd | 5,425 | $443.1K | 0.30% | +612+12.7% | Added |
| Hantz Financial Services, Inc. | 5,502 | $449.0K | 0.01% | −141−2.5% | Reduced |
| Thompson Davis & Co., Inc. | 5,550 | $453.3K | 0.31% | +5,550 | New |
| Bayesian Capital Management, LP | 5,589 | $456.5K | 0.04% | +5,589 | New |
| Sovereign Financial Group, Inc. | 5,688 | $464.5K | 0.12% | +5,688 | New |
| Kovack Advisors, Inc. | 5,766 | $470.9K | 0.06% | +5,766 | New |
| United Capital Financial Advisers, LLC | 6,047 | $493.9K | 0.00% | −1,049−14.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,077 | $496.3K | 0.06% | +6,077 | New |
| Vontobel Holding Ltd. | 6,367 | $520.0K | 0.00% | +6,367 | New |
| Versor Investments LP | 6,372 | $520.4K | 0.11% | +6,372 | New |
| Systematic Portfolios LLC | 7,663 | $533.7K | 1.83% | +7,663 | New |
| Chilton Investment Co LLC | 6,547 | $534.7K | 0.01% | +6,547 | New |
| Smith Group Asset Management, LLC | 6,550 | $534.9K | 0.03% | +6,550 | New |
| EdgeRock Capital LLC | 6,554 | $535.3K | 0.43% | +2,793+74.3% | Added |
| Oppenheimer Asset Management Inc. | 6,740 | $550.5K | 0.01% | −1,940−22.4% | Reduced |
| Richard W. Paul & Associates, LLC | 6,776 | $553.3K | 0.22% | −2,135−24.0% | Reduced |
| Brinker Capital Investments, LLC | 6,807 | $555.9K | 0.01% | +1,993+41.4% | Added |
| Orion Portfolio Solutions, LLC | 6,807 | $555.9K | 0.01% | +1,993+41.4% | Added |
| Assenagon Asset Management S.A. | 6,863 | $560.5K | 0.00% | −35,121−83.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,892 | $563.0K | 0.27% | −3,579−34.2% | Reduced |
| Horizon Investment Services, LLC | 6,918 | $565.0K | 0.28% | +6,918 | New |
| Precision Wealth Strategies, LLC | 6,923 | $565.4K | 0.53% | −3,201−31.6% | Reduced |
| Jefferies Financial Group Inc. | 6,935 | $566.4K | 0.01% | +6,935 | New |
| Globeflex Capital L P | 6,939 | $566.7K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,000 | $571.7K | 0.01% | −37,000−84.1% | Reduced |
| Sanders Morris Harris LLC | 7,000 | $571.7K | 0.11% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 7,152 | $584.1K | 0.26% | +7,152 | New |
| Delap Wealth Advisory, LLC | 7,166 | $585.2K | 0.24% | +7,166 | New |
| Sherbrooke Park Advisers LLC | 7,297 | $595.9K | 0.12% | +7,297 | New |
| ASB Consultores, LLC | 7,349 | $600.2K | 0.16% | +7,349 | New |
| Capstone Investment Advisors, LLC | 7,359 | $601.0K | 0.01% | +7,359 | New |
| Paloma Partners Management Co | 7,419 | $605.9K | 0.09% | +7,419 | New |
| Nkcfo LLC | 7,500 | $613.0K | 0.37% | +7,500 | New |
| American Trust | 7,729 | $631.2K | 0.06% | +7,729 | New |
| MetLife Investment Management | 7,730 | $631.3K | 0.00% | +19+0.2% | Added |
| Petra Financial Advisors Inc | 7,852 | $633.1K | 0.46% | +7,852 | New |
| Fukoku Mutual Life Insurance Co | 7,766 | $634.2K | 0.05% | −685−8.1% | Reduced |
| Dynasty Wealth Management, LLC | 7,794 | $636.5K | 0.02% | +7,794 | New |
| Redwood Investment Management, LLC | 7,815 | $638.0K | 0.06% | +7,815 | New |
| Level Four Advisory Services, LLC | 13,290 | $638.3K | 0.04% | +278+2.1% | Added |
| Independent Financial Group, LLC | 7,844 | $640.6K | 0.03% | +3,474+79.5% | Added |
| Gsa Capital Partners LLP | 7,898 | $645.0K | 0.05% | +7,898 | New |
| Wealth Enhancement Advisory Services, LLC | 8,050 | $657.5K | 0.00% | +8,050 | New |
| Central Pacific Bank - Trust Division | 8,178 | $657.5K | 0.08% | +8,178 | New |
| Diversified Trust Co | 8,145 | $665.2K | 0.02% | +3,532+76.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,315 | $679.1K | 0.01% | −7,315−46.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,572 | $700.2K | 0.04% | +8,572 | New |
| Park Avenue Securities LLC | 8,825 | $721.0K | 0.01% | −539−5.8% | Reduced |
| Congress Asset Management Co | 9,000 | $735.0K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 9,112 | $744.2K | 0.02% | +1,112+13.9% | Added |
| Dynamic Technology Lab Private Ltd | 9,117 | $745.0K | 0.08% | +9,117 | New |
| Cantor Fitzgerald, L. P. | 9,200 | $751.4K | 0.18% | +9,200 | New |
| Mount Yale Investment Advisors, LLC | 9,307 | $760.1K | 0.06% | −3,717−28.5% | Reduced |
| CIBC Asset Management Inc | 9,369 | $765.2K | 0.00% | 00.0% | Unchanged |
| Mount Lucas Management LP | 9,371 | $765.3K | 0.26% | −835−8.2% | Reduced |
| Wedbush Securities Inc | 9,540 | $779.0K | 0.03% | +9,540 | New |
| QRG Capital Management, Inc. | 9,556 | $780.5K | 0.01% | −1,801−15.9% | Reduced |
| Avantax Advisory Services, Inc. | 9,608 | $784.7K | 0.01% | +9,608 | New |
| TriaGen Wealth Management LLC | 9,673 | $790.0K | 0.33% | −75−0.8% | Reduced |
| 1858 Wealth Management, LLC | 16,511 | $793.0K | 0.75% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,740 | $795.5K | 0.05% | +9,375+2,568.5% | Added |
| Centiva Capital, LP | 9,770 | $797.9K | 0.04% | −1,674−14.6% | Reduced |
| Baldwin Investment Management, LLC | 9,869 | $806.0K | 0.11% | +9,869 | New |
| Quadcap Wealth Management, LLC | 9,912 | $809.5K | 0.18% | −1,685−14.5% | Reduced |
| Tocqueville Asset Management L.P. | 10,000 | $816.7K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,000 | $817.0K | 0.33% | +10,000 | New |
| NBC Securities, Inc. | 9,897 | $818.0K | 0.08% | −1,940−16.4% | Reduced |
| Carl P. Sherr & Co., LLC | 10,246 | $836.8K | 0.47% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10,325 | $843.2K | 0.29% | +10,325 | New |
| CWM, LLC | 10,367 | $847.0K | 0.00% | +3,426+49.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $847.2K | 0.00% | +10,700 | New |
| Pinebridge Investments, L.P. | 10,376 | $847.4K | 0.01% | −25,118−70.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,821 | $884.0K | 0.02% | −27,014−71.4% | Reduced |
| Teza Capital Management LLC | 10,845 | $885.7K | 0.12% | +10,845 | New |
| Friedenthal Financial | 10,884 | $888.9K | 0.55% | +10,884 | New |
| Integrated Advisors Network LLC | 11,065 | $903.6K | 0.05% | +11,065 | New |
| U.S. Capital Wealth Advisors, LLC | 11,073 | $904.4K | 0.03% | +3,875+53.8% | Added |
| CWM Advisors, LLC | 11,111 | $907.4K | 0.09% | +11,111 | New |
| Qube Research & Technologies Ltd | 11,184 | $913.4K | 0.00% | −1,550,091−99.3% | Reduced |
| Hillsdale Investment Management Inc. | 11,300 | $922.9K | 0.07% | −1,900−14.4% | Reduced |
| Qsemble Capital Management, LP | 11,503 | $939.5K | 0.21% | +11,503 | New |
| O'Shaughnessy Asset Management, LLC | 11,535 | $942.1K | 0.01% | +3,114+37.0% | Added |
| Arden Trust Co | 11,613 | $948.4K | 0.13% | −561−4.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,691 | $954.8K | 0.00% | +11,691 | New |
| Resources Investment Advisors, LLC. | 11,755 | $960.1K | 0.02% | +161+1.4% | Added |