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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 122,130 | $9.97M | 0.05% | +122,130 | New |
| ING Groep NV | 121,000 | $9.88M | 0.07% | +121,000 | New |
| O'Neil Global Advisors, Inc. | 117,550 | $9.60M | 11.84% | −1,634−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 117,099 | $9.56M | 0.06% | +117,099 | New |
| Boothbay Fund Management, LLC | 114,922 | $9.39M | 0.28% | −2,755−2.3% | Reduced |
| Bank of Montreal | 111,006 | $9.09M | 0.00% | +69,791+169.3% | Added |
| Bank of Nova Scotia | 110,803 | $9.05M | 0.02% | +94,298+571.3% | Added |
| Kadensa Capital Ltd | 109,957 | $8.98M | 2.44% | +109,957 | New |
| Advisor Group Holdings, Inc. | 109,117 | $8.91M | 0.02% | −14,984−12.1% | Reduced |
| Pinnbrook Capital Management LP | 108,711 | $8.88M | 1.54% | −84,046−43.6% | Reduced |
| Westwood Holdings Group Inc. | 108,373 | $8.85M | 0.07% | −40,025−27.0% | Reduced |
| Bridgewater Associates, LP | 107,438 | $8.77M | 0.04% | +96,731+903.4% | Added |
| Harvest Investment Services, LLC | 103,498 | $8.45M | 3.40% | −5,744−5.3% | Reduced |
| Blue Grotto Capital, LLC | 100,000 | $8.17M | 1.66% | −545,000−84.5% | Reduced |
| Otter Creek Advisors, LLC | 99,781 | $8.15M | 5.73% | +40,031+67.0% | Added |
| Arizona State Retirement System | 99,669 | $8.14M | 0.06% | +5,543+5.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 99,562 | $8.13M | 4.40% | −63,948−39.1% | Reduced |
| Susquehanna International Group, LLP | 98,215 | $8.02M | 0.01% | −190,046−65.9% | Reduced |
| Southeast Asset Advisors Inc. | 95,870 | $7.83M | 0.94% | −2,250−2.3% | Reduced |
| Stifel Financial Corp | 95,024 | $7.76M | 0.01% | +70,815+292.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,022 | $7.76M | 0.04% | +30,300+46.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 94,687 | $7.73M | 0.25% | +94,687 | New |
| Gotham Asset Management, LLC | 94,329 | $7.70M | 0.12% | −1,288−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 91,978 | $7.51M | 0.03% | +4,768+5.5% | Added |
| Atom Investors LP | 88,275 | $7.21M | 0.91% | +14,917+20.3% | Added |
| Entropy Technologies, LP | 86,410 | $7.06M | 0.75% | +29,373+51.5% | Added |
| Black Swift Group, LLC | 86,000 | $7.02M | 1.80% | +46,000+115.0% | Added |
| FORA Capital, LLC | 84,779 | $6.92M | 0.57% | −28,341−25.1% | Reduced |
| Highland Capital Management, LLC | 84,109 | $6.87M | 0.40% | +348+0.4% | Added |
| iA Global Asset Management Inc. | 83,630 | $6.83M | 0.14% | +83,630 | New |
| Blue Door Asset Management, LLC | 83,199 | $6.79M | 4.60% | −151,000−64.5% | Reduced |
| Navellier & Associates Inc | 82,362 | $6.73M | 0.83% | +82,362 | New |
| EAM Global Investors LLC | 81,218 | $6.63M | 1.53% | −39,864−32.9% | Reduced |
| Whittier Trust Co | 80,230 | $6.55M | 0.10% | +80,230 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 79,700 | $6.51M | 0.07% | +7,700+10.7% | Added |
| GWM Advisors LLC | 79,443 | $6.49M | 0.06% | +20,155+34.0% | Added |
| Bokf, NA | 79,376 | $6.38M | 0.12% | +79,372+1,984,300.0% | Added |
| Silvant Capital Management LLC | 78,135 | $6.38M | 0.30% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 77,142 | $6.30M | 2.34% | +216+0.3% | Added |
| Baker Avenue Asset Management, LP | 76,701 | $6.26M | 0.25% | −1,613−2.1% | Reduced |
| Beck Capital Management, LLC | 76,282 | $6.23M | 1.79% | +38,624+102.6% | Added |
| IFM Investors Pty Ltd | 75,409 | $6.16M | 0.07% | +4,532+6.4% | Added |
| Broadleaf Partners, LLC | 74,555 | $6.09M | 1.56% | −47,206−38.8% | Reduced |
| 1832 Asset Management L.P. | 74,500 | $6.08M | 0.01% | +74,500 | New |
| Candelo Capital Management LP | 74,075 | $6.05M | 4.44% | −38,018−33.9% | Reduced |
| Collaborative Holdings Management LP | 73,795 | $6.03M | 9.11% | +73,795 | New |
| Handelsbanken Fonder AB | 72,900 | $5.95M | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 70,480 | $5.76M | 0.07% | −157,672−69.1% | Reduced |
| National Bank of Canada | 57,710 | $5.51M | 0.01% | −455,254−88.7% | Reduced |
| Penserra Capital Management LLC | 66,287 | $5.41M | 0.07% | +37,332+128.9% | Added |
| First American Bank | 65,987 | $5.39M | 0.41% | +2,323+3.6% | Added |
| UBS Oconnor LLC | 65,300 | $5.33M | 0.15% | +11,900+22.3% | Added |
| Scopus Asset Management, L.P. | 65,000 | $5.31M | 0.17% | −91,000−58.3% | Reduced |
| Alight Capital Management LP | 65,000 | $5.31M | 1.68% | +5,000+8.3% | Added |
| Summerhill Capital Management lnc. | 64,839 | $5.30M | 3.37% | +64,839 | New |
| Hollow Brook Wealth Management LLC | 63,717 | $5.20M | 1.92% | −108−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 63,612 | $5.20M | 0.01% | +27,258+75.0% | Added |
| AXA S.A. | 61,418 | $5.02M | 0.02% | +61,418 | New |
| Captrust Financial Advisors | 60,489 | $4.94M | 0.02% | −173,508−74.1% | Reduced |
| Appian Way Asset Management LP | 60,400 | $4.93M | 1.62% | +60,400 | New |
| Munro Partners | 60,140 | $4.91M | 0.18% | +19,755+48.9% | Added |
| Pathstone Holdings, LLC | 60,099 | $4.91M | 0.02% | +42,731+246.0% | Added |
| Tredje AP-fonden | 57,863 | $4.73M | 0.05% | +3,640+6.7% | Added |
| Cetera Investment Advisers | 57,311 | $4.68M | 0.01% | +47,971+513.6% | Added |
| Ulland Investment Advisors, LLC | 57,121 | $4.67M | 3.72% | +51,162+858.6% | Added |
| Standard Life Aberdeen plc | 56,697 | $4.63M | 0.01% | −18,727−24.8% | Reduced |
| TD Asset Management Inc | 56,590 | $4.62M | 0.00% | +3,319+6.2% | Added |
| Truist Financial Corp | 56,144 | $4.59M | 0.01% | −16,608−22.8% | Reduced |
| TD Waterhouse Canada Inc. | 45,991 | $4.56M | 0.03% | +45,991 | New |
| Reaves W H & Co Inc | 55,000 | $4.49M | 0.16% | +55,000 | New |
| KP Management LLC | 55,000 | $4.49M | 1.93% | +5,000+10.0% | Added |
| Quantinno Capital Management LP | 54,462 | $4.45M | 0.10% | +3,543+7.0% | Added |
| Private Advisory Group LLC | 53,718 | $4.39M | 0.63% | +53,718 | New |
| Aubrey Capital Management Ltd | 61,900 | $4.38M | 1.55% | −2,900−4.5% | Reduced |
| Walleye Capital LLC | 52,804 | $4.31M | 0.05% | +52,804 | New |
| EAM Investors, LLC | 52,506 | $4.29M | 0.68% | −32,059−37.9% | Reduced |
| Degroof Petercam Asset Management | 52,000 | $4.25M | 0.05% | −5,000−8.8% | Reduced |
| Harvest Fund Management Co., Ltd | 51,325 | $4.19M | 0.38% | +36,742+252.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 50,120 | $4.09M | 0.02% | +50,120 | New |
| Nisa Investment Advisors, LLC | 50,000 | $4.08M | 0.03% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 50,000 | $4.08M | 0.42% | +50,000 | New |
| Wealth High Governance Capital Ltda | 50,000 | $4.08M | 0.91% | +50,000 | New |
| Optimas Capital Ltd | 49,900 | $4.08M | 3.56% | +30,400+155.9% | Added |
| Cookson Peirce & Co Inc | 49,724 | $4.06M | 0.22% | +1,671+3.5% | Added |
| Andra AP-fonden | 49,700 | $4.06M | 0.07% | +49,700 | New |
| Jackson Square Capital, LLC | 48,120 | $3.93M | 1.01% | +48,120 | New |
| Meiji Yasuda Asset Management Co Ltd. | 47,493 | $3.88M | 0.17% | +39,918+527.0% | Added |
| Ausbil Investment Management Ltd | 48,003 | $3.86M | 1.93% | −17,226−26.4% | Reduced |
| Squarepoint Ops LLC | 46,543 | $3.80M | 0.02% | −469,176−91.0% | Reduced |
| Savant Capital, LLC | 46,353 | $3.79M | 0.04% | +46,353 | New |
| Dana Investment Advisors, Inc. | 46,158 | $3.77M | 0.13% | −22,471−32.7% | Reduced |
| Thrivent Financial for Lutherans | 45,376 | $3.71M | 0.01% | +12,555+38.3% | Added |
| La Banque Postale Asset Management SA | 45,293 | $3.70M | 0.15% | +45,293 | New |
| State Board of Administration of Florida Retirement System | 255,870 | $3.66M | 0.01% | −24,135−8.6% | Reduced |
| Wakefield Asset Management LLLP | 44,119 | $3.60M | 1.25% | −23,463−34.7% | Reduced |
| Thor Investment Management Inc | 44,100 | $3.60M | 2.86% | −3,522−7.4% | Reduced |
| Aquatic Capital Management LLC | 43,700 | $3.57M | 0.12% | −79,100−64.4% | Reduced |
| Marex Group plc | 43,442 | $3.55M | 0.12% | +43,442 | New |
| British Columbia Investment Management Corp | 43,264 | $3.53M | 0.02% | +3,842+9.7% | Added |
| Whittier Trust Co of Nevada Inc | 43,204 | $3.53M | 0.10% | +43,204 | New |