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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 11,854 | $968.1K | 0.05% | −330−2.7% | Reduced |
| De Lisle Partners LLP | 12,000 | $979.7K | 0.23% | +12,000 | New |
| SeaCrest Wealth Management, LLC | 11,999 | $980.0K | 0.12% | +3,793+46.2% | Added |
| Harbour Capital Advisors, LLC | 12,175 | $983.4K | 0.24% | +6,025+98.0% | Added |
| EFG Asset Management (Americas) Corp. | 12,146 | $992.0K | 0.30% | +12,146 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,298 | $1.00M | 0.05% | +1,796+17.1% | Added |
| Lisanti Capital Growth, LLC | 12,445 | $1.02M | 0.25% | −4,935−28.4% | Reduced |
| AXS Investments LLC | 13,000 | $1.06M | 0.25% | −4,000−23.5% | Reduced |
| Connective Portfolio Management, LLC | 13,000 | $1.06M | 1.87% | +13,000 | New |
| Pitcairn Co | 13,145 | $1.07M | 0.07% | −5,463−29.4% | Reduced |
| Baader Bank INC | 13,416 | $1.10M | 0.09% | −5,750−30.0% | Reduced |
| Koshinski Asset Management, Inc. | 13,438 | $1.10M | 0.11% | −2,663−16.5% | Reduced |
| Sunbelt Securities, Inc. | 13,440 | $1.10M | 0.12% | +13,440 | New |
| Keystone Investors Pte Ltd | 13,484 | $1.10M | 0.10% | +13,484 | New |
| Polianta Ltd | 13,500 | $1.10M | 0.54% | −7,600−36.0% | Reduced |
| Shell Asset Management Co | 12,751 | $1.10M | 0.05% | +291+2.3% | Added |
| HighTower Advisors, LLC | 13,557 | $1.11M | 0.00% | +4,587+51.1% | Added |
| Schroder Investment Management Group | 13,572 | $1.11M | 0.00% | +13,572 | New |
| Wealthcare Advisory Partners LLC | 13,794 | $1.13M | 0.04% | +273+2.0% | Added |
| XTX Topco Ltd | 14,194 | $1.16M | 0.16% | +7,591+115.0% | Added |
| US Bancorp | 14,412 | $1.18M | 0.00% | +2,951+25.7% | Added |
| Virtue Capital Management, LLC | 14,161 | $1.19M | 0.21% | −653−4.4% | Reduced |
| Knollwood Investment Advisory, LLC | 14,600 | $1.19M | 0.22% | +9,400+180.8% | Added |
| Planning Capital Management Corp | 14,739 | $1.20M | 0.88% | +14,739 | New |
| Hunting Hill Global Capital, LLC | 14,804 | $1.21M | 0.71% | +14,804 | New |
| CIBC World Markets Corp | 14,836 | $1.21M | 0.01% | +5,295+55.5% | Added |
| Anson Funds Management LP | 15,000 | $1.23M | 0.09% | +15,000 | New |
| E. Ohman J:or Asset Management AB | 15,200 | $1.24M | 0.03% | +1,400+10.1% | Added |
| Cloverfields Capital Group, LP | 15,343 | $1.25M | 0.42% | −12−0.1% | Reduced |
| Easterly Investment Partners LLC | 15,390 | $1.26M | 0.10% | −57,047−78.8% | Reduced |
| Simon Quick Advisors, LLC | 15,565 | $1.27M | 0.10% | −4,500−22.4% | Reduced |
| Old West Investment Management, LLC | 15,881 | $1.30M | 0.66% | +2,015+14.5% | Added |
| Eisler Capital (US) LLC | 16,030 | $1.31M | 0.45% | +16,030 | New |
| Ontario Teachers Pension Plan Board | 16,243 | $1.33M | 0.01% | +16,243 | New |
| Insight Holdings Group, LLC | 16,300 | $1.33M | 0.04% | +16,300 | New |
| Roman Butler Fullerton & Co | 17,782 | $1.35M | 0.51% | +17,782 | New |
| Vestcor Inc | 16,579 | $1.35M | 0.05% | −6,060−26.8% | Reduced |
| Kestra Advisory Services, LLC | 16,806 | $1.37M | 0.01% | +10,381+161.6% | Added |
| CI Private Wealth, LLC | 16,868 | $1.38M | 0.00% | +3,672+27.8% | Added |
| Maxi Investments CY Ltd | 17,206 | $1.41M | 0.38% | +17,206 | New |
| KCM Investment Advisors LLC | 17,595 | $1.44M | 0.05% | +17,595 | New |
| CIBC World Markets Inc. | 17,604 | $1.44M | 0.00% | −20,151−53.4% | Reduced |
| Brevan Howard Capital Management LP | 17,868 | $1.46M | 0.13% | −20,807−53.8% | Reduced |
| Winton Group Ltd | 17,999 | $1.47M | 0.10% | −22,958−56.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 18,100 | $1.48M | 0.38% | +18,100 | New |
| Engineers Gate Manager LP | 18,527 | $1.51M | 0.04% | −71,896−79.5% | Reduced |
| Scotia Capital Inc. | 18,702 | $1.53M | 0.01% | +18,702 | New |
| Cresset Asset Management, LLC | 18,741 | $1.53M | 0.01% | +4,947+35.9% | Added |
| Headlands Technologies LLC | 18,768 | $1.53M | 0.37% | +9,397+100.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,825 | $1.54M | 0.01% | −3,289−14.9% | Reduced |
| ClariVest Asset Management LLC | 18,975 | $1.55M | 0.16% | −9,131−32.5% | Reduced |
| Intech Investment Management LLC | 19,114 | $1.56M | 0.02% | −78,487−80.4% | Reduced |
| The PNC Financial Services Group, Inc. | 19,172 | $1.57M | 0.00% | +5,967+45.2% | Added |
| Bleakley Financial Group, LLC | 19,204 | $1.57M | 0.05% | +14,210+284.5% | Added |
| Simplicity Wealth,LLC | 19,204 | $1.57M | 0.04% | +19,204 | New |
| Polar Asset Management Partners Inc. | 19,233 | $1.57M | 0.04% | −16,498−46.2% | Reduced |
| Commerce Bank | 19,270 | $1.57M | 0.01% | −349−1.8% | Reduced |
| Oppenheimer & Co Inc | 19,329 | $1.58M | 0.03% | +10,801+126.7% | Added |
| Credit Agricole S A | 19,648 | $1.59M | 0.03% | +19,648 | New |
| Loup Funds, LLC | 19,490 | $1.59M | 0.60% | +19,490 | New |
| JustInvest LLC | 19,510 | $1.59M | 0.03% | −1,821−8.5% | Reduced |
| Manufacturers Life Insurance Company, The | 19,639 | $1.60M | 0.00% | −41,522−67.9% | Reduced |
| Hanseatic Management Services Inc | 19,924 | $1.63M | 2.47% | +480+2.5% | Added |
| BCJ Capital Management, LLC | 20,164 | $1.65M | 0.13% | −23,796−54.1% | Reduced |
| Covalis Capital LLP | 20,331 | $1.66M | 0.21% | +20,331 | New |
| Amalgamated Bank | 20,461 | $1.67M | 0.01% | −50,266−71.1% | Reduced |
| Principal Street Partners, LLC | 20,101 | $1.68M | 0.32% | −12,659−38.6% | Reduced |
| Geneva Partners, LLC | 20,700 | $1.69M | 0.75% | +400+2.0% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.72M | 0.40% | +21,000 | New |
| CIBC Private Wealth Group, LLC | 21,340 | $1.72M | 0.00% | −49,867−70.0% | Reduced |
| Advisors Asset Management, Inc. | 21,407 | $1.75M | 0.03% | −2,096−8.9% | Reduced |
| Vinva Investment Management Ltd | 21,504 | $1.76M | 0.10% | +4,508+26.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 21,750 | $1.78M | 0.01% | +16,971+355.1% | Added |
| Rowland & Co Investment Counsel | 21,766 | $1.78M | 0.38% | +15,366+240.1% | Added |
| HighPoint Advisor Group LLC | 18,862 | $1.79M | 0.13% | +5,259+38.7% | Added |
| Symmetry Partners, LLC | 21,972 | $1.79M | 0.14% | −2,952−11.8% | Reduced |
| EFG Asset Management (North America) Corp. | 22,366 | $1.83M | 0.32% | +22,366 | New |
| Legacy Bridge, LLC | 22,458 | $1.83M | 1.07% | +22,458 | New |
| Aigen Investment Management, LP | 22,466 | $1.83M | 0.40% | +13,019+137.8% | Added |
| Jump Financial, LLC | 22,556 | $1.84M | 0.05% | +22,556 | New |
| Bard Financial Services, Inc. | 22,675 | $1.85M | 0.20% | +250+1.1% | Added |
| Illinois Municipal Retirement Fund | 22,718 | $1.85M | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22,756 | $1.86M | 0.81% | +22,646+20,587.3% | Added |
| Estate Counselors, LLC | 23,450 | $1.92M | 0.22% | +23,450 | New |
| Plato Investment Management Ltd | 24,192 | $1.98M | 0.20% | +21,254+723.4% | Added |
| Regions Financial Corp | 24,348 | $1.99M | 0.02% | −20,189−45.3% | Reduced |
| Candriam Luxembourg S.C.A. | 24,630 | $2.01M | 0.01% | +19,485+378.7% | Added |
| Iridian Asset Management LLC | 24,658 | $2.01M | 0.40% | −19,072−43.6% | Reduced |
| Avalon Global Asset Management LLC | 25,000 | $2.04M | 0.66% | +25,000 | New |
| Toroso Investments, LLC | 25,375 | $2.07M | 0.04% | −11,859−31.8% | Reduced |
| Bowen Hanes & Co Inc | 25,500 | $2.08M | 0.06% | −1,500−5.6% | Reduced |
| Daiwa Securities Group Inc. | 25,700 | $2.10M | 0.01% | +2,600+11.3% | Added |
| Meiji Yasuda Life Insurance Co | 25,911 | $2.12M | 0.04% | +15,811+156.5% | Added |
| Chartwell Investment Partners, LLC | 25,941 | $2.12M | 0.07% | +6,661+34.5% | Added |
| Nordea Investment Management AB | 25,854 | $2.13M | 0.00% | +4,398+20.5% | Added |
| Maryland State Retirement & Pension System | 26,926 | $2.16M | 0.04% | +748+2.9% | Added |
| Sigma Planning Corp | 26,717 | $2.18M | 0.07% | +8,499+46.7% | Added |
| Mirabella Financial Services LLP | 26,806 | $2.19M | 0.16% | +26,806 | New |
| Nicholas Investment Partners, LP | 26,913 | $2.20M | 0.23% | −3,912−12.7% | Reduced |
| Atria Wealth Solutions, Inc. | 27,142 | $2.22M | 0.03% | +9,085+50.3% | Added |