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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 19,648 | $1.59M | 0.03% | +19,648 | New |
| Oppenheimer & Co Inc | 19,329 | $1.58M | 0.03% | +10,801+126.7% | Added |
| Commerce Bank | 19,270 | $1.57M | 0.01% | −349−1.8% | Reduced |
| Polar Asset Management Partners Inc. | 19,233 | $1.57M | 0.04% | −16,498−46.2% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 19,172 | $1.57M | 0.00% | +5,967+45.2% | Added |
| Intech Investment Management LLC | 19,114 | $1.56M | 0.02% | −78,487−80.4% | Reduced |
| ClariVest Asset Management LLC | 18,975 | $1.55M | 0.16% | −9,131−32.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,825 | $1.54M | 0.01% | −3,289−14.9% | Reduced |
| Headlands Technologies LLC | 18,768 | $1.53M | 0.37% | +9,397+100.3% | Added |
| Cresset Asset Management, LLC | 18,741 | $1.53M | 0.01% | +4,947+35.9% | Added |
| Scotia Capital Inc. | 18,702 | $1.53M | 0.01% | +18,702 | New |
| Engineers Gate Manager LP | 18,527 | $1.51M | 0.04% | −71,896−79.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 18,100 | $1.48M | 0.38% | +18,100 | New |
| Winton Group Ltd | 17,999 | $1.47M | 0.10% | −22,958−56.1% | Reduced |
| Brevan Howard Capital Management LP | 17,868 | $1.46M | 0.13% | −20,807−53.8% | Reduced |
| CIBC World Markets Inc. | 17,604 | $1.44M | 0.00% | −20,151−53.4% | Reduced |
| KCM Investment Advisors LLC | 17,595 | $1.44M | 0.05% | +17,595 | New |
| Maxi Investments CY Ltd | 17,206 | $1.41M | 0.38% | +17,206 | New |
| CI Private Wealth, LLC | 16,868 | $1.38M | 0.00% | +3,672+27.8% | Added |
| Kestra Advisory Services, LLC | 16,806 | $1.37M | 0.01% | +10,381+161.6% | Added |
| Vestcor Inc | 16,579 | $1.35M | 0.05% | −6,060−26.8% | Reduced |
| Roman Butler Fullerton & Co | 17,782 | $1.35M | 0.51% | +17,782 | New |
| Insight Holdings Group, LLC | 16,300 | $1.33M | 0.04% | +16,300 | New |
| Ontario Teachers Pension Plan Board | 16,243 | $1.33M | 0.01% | +16,243 | New |
| Eisler Capital (US) LLC | 16,030 | $1.31M | 0.45% | +16,030 | New |
| Old West Investment Management, LLC | 15,881 | $1.30M | 0.66% | +2,015+14.5% | Added |
| Simon Quick Advisors, LLC | 15,565 | $1.27M | 0.10% | −4,500−22.4% | Reduced |
| Easterly Investment Partners LLC | 15,390 | $1.26M | 0.10% | −57,047−78.8% | Reduced |
| Cloverfields Capital Group, LP | 15,343 | $1.25M | 0.42% | −12−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 15,200 | $1.24M | 0.03% | +1,400+10.1% | Added |
| Anson Funds Management LP | 15,000 | $1.23M | 0.09% | +15,000 | New |
| CIBC World Markets Corp | 14,836 | $1.21M | 0.01% | +5,295+55.5% | Added |
| Hunting Hill Global Capital, LLC | 14,804 | $1.21M | 0.71% | +14,804 | New |
| Planning Capital Management Corp | 14,739 | $1.20M | 0.88% | +14,739 | New |
| Knollwood Investment Advisory, LLC | 14,600 | $1.19M | 0.22% | +9,400+180.8% | Added |
| Virtue Capital Management, LLC | 14,161 | $1.19M | 0.21% | −653−4.4% | Reduced |
| US Bancorp | 14,412 | $1.18M | 0.00% | +2,951+25.7% | Added |
| XTX Topco Ltd | 14,194 | $1.16M | 0.16% | +7,591+115.0% | Added |
| Wealthcare Advisory Partners LLC | 13,794 | $1.13M | 0.04% | +273+2.0% | Added |
| Schroder Investment Management Group | 13,572 | $1.11M | 0.00% | +13,572 | New |
| HighTower Advisors, LLC | 13,557 | $1.11M | 0.00% | +4,587+51.1% | Added |
| Shell Asset Management Co | 12,751 | $1.10M | 0.05% | +291+2.3% | Added |
| Polianta Ltd | 13,500 | $1.10M | 0.54% | −7,600−36.0% | Reduced |
| Keystone Investors Pte Ltd | 13,484 | $1.10M | 0.10% | +13,484 | New |
| Sunbelt Securities, Inc. | 13,440 | $1.10M | 0.12% | +13,440 | New |
| Koshinski Asset Management, Inc. | 13,438 | $1.10M | 0.11% | −2,663−16.5% | Reduced |
| Baader Bank INC | 13,416 | $1.10M | 0.09% | −5,750−30.0% | Reduced |
| Pitcairn Co | 13,145 | $1.07M | 0.07% | −5,463−29.4% | 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 |
| Lisanti Capital Growth, LLC | 12,445 | $1.02M | 0.25% | −4,935−28.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,298 | $1.00M | 0.05% | +1,796+17.1% | Added |
| EFG Asset Management (Americas) Corp. | 12,146 | $992.0K | 0.30% | +12,146 | New |
| Harbour Capital Advisors, LLC | 12,175 | $983.4K | 0.24% | +6,025+98.0% | Added |
| SeaCrest Wealth Management, LLC | 11,999 | $980.0K | 0.12% | +3,793+46.2% | Added |
| De Lisle Partners LLP | 12,000 | $979.7K | 0.23% | +12,000 | New |
| Chesley Taft & Associates LLC | 11,854 | $968.1K | 0.05% | −330−2.7% | Reduced |
| Resources Investment Advisors, LLC. | 11,755 | $960.1K | 0.02% | +161+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,691 | $954.8K | 0.00% | +11,691 | New |
| Arden Trust Co | 11,613 | $948.4K | 0.13% | −561−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,535 | $942.1K | 0.01% | +3,114+37.0% | Added |
| Qsemble Capital Management, LP | 11,503 | $939.5K | 0.21% | +11,503 | New |
| Hillsdale Investment Management Inc. | 11,300 | $922.9K | 0.07% | −1,900−14.4% | Reduced |
| Qube Research & Technologies Ltd | 11,184 | $913.4K | 0.00% | −1,550,091−99.3% | Reduced |
| CWM Advisors, LLC | 11,111 | $907.4K | 0.09% | +11,111 | New |
| U.S. Capital Wealth Advisors, LLC | 11,073 | $904.4K | 0.03% | +3,875+53.8% | Added |
| Integrated Advisors Network LLC | 11,065 | $903.6K | 0.05% | +11,065 | New |
| Friedenthal Financial | 10,884 | $888.9K | 0.55% | +10,884 | New |
| Teza Capital Management LLC | 10,845 | $885.7K | 0.12% | +10,845 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,821 | $884.0K | 0.02% | −27,014−71.4% | Reduced |
| Pinebridge Investments, L.P. | 10,376 | $847.4K | 0.01% | −25,118−70.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 10,700 | $847.2K | 0.00% | +10,700 | New |
| CWM, LLC | 10,367 | $847.0K | 0.00% | +3,426+49.4% | Added |
| Brown, Lisle/Cummings, Inc. | 10,325 | $843.2K | 0.29% | +10,325 | New |
| Carl P. Sherr & Co., LLC | 10,246 | $836.8K | 0.47% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,897 | $818.0K | 0.08% | −1,940−16.4% | Reduced |
| Cito Capital Group, LLC | 10,000 | $817.0K | 0.33% | +10,000 | New |
| Tocqueville Asset Management L.P. | 10,000 | $816.7K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 9,912 | $809.5K | 0.18% | −1,685−14.5% | Reduced |
| Baldwin Investment Management, LLC | 9,869 | $806.0K | 0.11% | +9,869 | New |
| Centiva Capital, LP | 9,770 | $797.9K | 0.04% | −1,674−14.6% | Reduced |
| Venturi Wealth Management, LLC | 9,740 | $795.5K | 0.05% | +9,375+2,568.5% | Added |
| 1858 Wealth Management, LLC | 16,511 | $793.0K | 0.75% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 9,673 | $790.0K | 0.33% | −75−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 9,608 | $784.7K | 0.01% | +9,608 | New |
| QRG Capital Management, Inc. | 9,556 | $780.5K | 0.01% | −1,801−15.9% | Reduced |
| Wedbush Securities Inc | 9,540 | $779.0K | 0.03% | +9,540 | New |
| Mount Lucas Management LP | 9,371 | $765.3K | 0.26% | −835−8.2% | Reduced |
| CIBC Asset Management Inc | 9,369 | $765.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,307 | $760.1K | 0.06% | −3,717−28.5% | Reduced |
| Cantor Fitzgerald, L. P. | 9,200 | $751.4K | 0.18% | +9,200 | New |
| Dynamic Technology Lab Private Ltd | 9,117 | $745.0K | 0.08% | +9,117 | New |
| Investment Management Corp of Ontario | 9,112 | $744.2K | 0.02% | +1,112+13.9% | Added |
| Congress Asset Management Co | 9,000 | $735.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,825 | $721.0K | 0.01% | −539−5.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,572 | $700.2K | 0.04% | +8,572 | New |
| B. Metzler seel. Sohn & Co. AG | 8,315 | $679.1K | 0.01% | −7,315−46.8% | Reduced |
| Diversified Trust Co | 8,145 | $665.2K | 0.02% | +3,532+76.6% | Added |