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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 8,178 | $657.5K | 0.08% | +8,178 | New |
| Wealth Enhancement Advisory Services, LLC | 8,050 | $657.5K | 0.00% | +8,050 | New |
| Gsa Capital Partners LLP | 7,898 | $645.0K | 0.05% | +7,898 | New |
| Independent Financial Group, LLC | 7,844 | $640.6K | 0.03% | +3,474+79.5% | Added |
| Level Four Advisory Services, LLC | 13,290 | $638.3K | 0.04% | +278+2.1% | Added |
| Redwood Investment Management, LLC | 7,815 | $638.0K | 0.06% | +7,815 | New |
| Dynasty Wealth Management, LLC | 7,794 | $636.5K | 0.02% | +7,794 | New |
| Fukoku Mutual Life Insurance Co | 7,766 | $634.2K | 0.05% | −685−8.1% | Reduced |
| Petra Financial Advisors Inc | 7,852 | $633.1K | 0.46% | +7,852 | New |
| MetLife Investment Management | 7,730 | $631.3K | 0.00% | +19+0.2% | Added |
| American Trust | 7,729 | $631.2K | 0.06% | +7,729 | New |
| Nkcfo LLC | 7,500 | $613.0K | 0.37% | +7,500 | New |
| Paloma Partners Management Co | 7,419 | $605.9K | 0.09% | +7,419 | New |
| Capstone Investment Advisors, LLC | 7,359 | $601.0K | 0.01% | +7,359 | New |
| ASB Consultores, LLC | 7,349 | $600.2K | 0.16% | +7,349 | New |
| Sherbrooke Park Advisers LLC | 7,297 | $595.9K | 0.12% | +7,297 | New |
| Delap Wealth Advisory, LLC | 7,166 | $585.2K | 0.24% | +7,166 | New |
| Yeomans Consulting Group, Inc. | 7,152 | $584.1K | 0.26% | +7,152 | New |
| 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 |
| Globeflex Capital L P | 6,939 | $566.7K | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,935 | $566.4K | 0.01% | +6,935 | New |
| Precision Wealth Strategies, LLC | 6,923 | $565.4K | 0.53% | −3,201−31.6% | Reduced |
| Horizon Investment Services, LLC | 6,918 | $565.0K | 0.28% | +6,918 | New |
| Handelsinvest Investeringsforvaltning | 6,892 | $563.0K | 0.27% | −3,579−34.2% | Reduced |
| Assenagon Asset Management S.A. | 6,863 | $560.5K | 0.00% | −35,121−83.7% | 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 |
| Richard W. Paul & Associates, LLC | 6,776 | $553.3K | 0.22% | −2,135−24.0% | Reduced |
| Oppenheimer Asset Management Inc. | 6,740 | $550.5K | 0.01% | −1,940−22.4% | Reduced |
| EdgeRock Capital LLC | 6,554 | $535.3K | 0.43% | +2,793+74.3% | Added |
| Smith Group Asset Management, LLC | 6,550 | $534.9K | 0.03% | +6,550 | New |
| Chilton Investment Co LLC | 6,547 | $534.7K | 0.01% | +6,547 | New |
| Systematic Portfolios LLC | 7,663 | $533.7K | 1.83% | +7,663 | New |
| Versor Investments LP | 6,372 | $520.4K | 0.11% | +6,372 | New |
| Vontobel Holding Ltd. | 6,367 | $520.0K | 0.00% | +6,367 | New |
| Kingswood Wealth Advisors, LLC | 6,077 | $496.3K | 0.06% | +6,077 | New |
| United Capital Financial Advisers, LLC | 6,047 | $493.9K | 0.00% | −1,049−14.8% | Reduced |
| Kovack Advisors, Inc. | 5,766 | $470.9K | 0.06% | +5,766 | New |
| Sovereign Financial Group, Inc. | 5,688 | $464.5K | 0.12% | +5,688 | New |
| Bayesian Capital Management, LP | 5,589 | $456.5K | 0.04% | +5,589 | New |
| Thompson Davis & Co., Inc. | 5,550 | $453.3K | 0.31% | +5,550 | New |
| Hantz Financial Services, Inc. | 5,502 | $449.0K | 0.01% | −141−2.5% | Reduced |
| C M Bidwell & Associates Ltd | 5,425 | $443.1K | 0.30% | +612+12.7% | Added |
| FWL Investment Management, LLC | 5,416 | $442.3K | 0.24% | +2,335+75.8% | Added |
| Pallas Capital Advisors LLC | 5,368 | $438.4K | 0.02% | +5,368 | New |
| D.A. Davidson & Co. | 5,290 | $432.0K | 0.00% | +5,290 | New |
| E Fund Management Co., Ltd. | 5,267 | $430.2K | 0.03% | +5,267 | New |
| Northwestern Mutual Wealth Management Co | 5,264 | $429.9K | 0.00% | −7−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,610 | $428.7K | 0.03% | +52+1.1% | Added |
| UniSuper Management Pty Ltd | 5,200 | $424.7K | 0.00% | +2,700+108.0% | Added |
| Alps Advisors Inc | 5,190 | $423.9K | 0.00% | +5,190 | New |
| Benjamin F. Edwards & Company, Inc. | 5,117 | $418.0K | 0.01% | +4,899+2,247.2% | Added |
| InterOcean Capital Group, LLC | 5,105 | $416.9K | 0.01% | +402+8.5% | Added |
| WealthPLAN Partners, LLC | 5,060 | $413.3K | 0.04% | +5,060 | New |
| HRT Financial LP | 5,067 | $413.0K | 0.00% | −3,772−42.7% | Reduced |
| Convergence Investment Partners, LLC | 5,044 | $412.0K | 0.16% | −2,857−36.2% | Reduced |
| Green Square Capital Advisors LLC | 5,000 | $408.4K | 0.05% | +5,000 | New |
| USA Financial Portformulas Corp | 4,914 | $401.3K | 0.07% | −2,730−35.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 4,819 | $393.6K | 0.00% | +4,819 | New |
| Prelude Capital Management, LLC | 4,736 | $386.8K | 0.03% | +4,736 | New |
| Signaturefd, LLC | 4,709 | $384.6K | 0.01% | +1,235+35.5% | Added |
| 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 |
| Segment Wealth Management, LLC | 4,675 | $381.8K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,614 | $376.8K | 0.03% | +423+10.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $375.7K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,586 | $374.5K | 0.01% | +4,586 | New |
| Moors & Cabot, Inc. | 4,565 | $372.8K | 0.02% | +4,565 | New |
| Empowered Funds, LLC | 4,551 | $371.7K | 0.01% | +4,551 | New |
| Metis Global Partners, LLC | 4,523 | $369.4K | 0.01% | −26−0.6% | Reduced |
| Menard Financial Group LLC | 4,457 | $364.0K | 0.31% | +4,457 | New |
| Mercer Global Advisors Inc | 4,403 | $360.0K | 0.00% | +4,403 | New |
| Eqis Capital Management, Inc. | 4,246 | $346.8K | 0.03% | +4,246 | New |
| Gries Financial LLC | 4,245 | $346.7K | 0.06% | −666−13.6% | Reduced |
| Van Den Berg Management I, Inc | 4,201 | $343.1K | 0.10% | −405−8.8% | Reduced |
| Cahill Financial Advisors Inc | 4,124 | $336.8K | 0.05% | +4,124 | New |
| MONECO Advisors, LLC | 4,084 | $333.6K | 0.05% | +4,084 | New |
| Coldstream Capital Management Inc | 4,014 | $327.8K | 0.01% | +4,014 | New |
| Acadian Asset Management LLC | 4,007 | $326.0K | 0.00% | +3,649+1,019.3% | Added |
| Yousif Capital Management, LLC | 3,944 | $322.1K | 0.00% | +3,944 | New |
| Ostrum Asset Management | 3,913 | $319.6K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,898 | $318.4K | 0.09% | +3,898 | New |
| NorthCrest Asset Manangement, LLC | 3,860 | $315.2K | 0.01% | +3,860 | New |
| Dark Forest Capital Management LP | 3,803 | $310.6K | 0.05% | +3,803 | New |
| Cigna Investments Inc | 3,725 | $304.0K | 0.06% | +3,725 | New |
| Prudential PLC | 3,664 | $299.2K | 0.00% | +3,664 | New |
| Keybank National Association | 3,517 | $287.2K | 0.00% | +3,517 | New |
| Hummer Financial Advisory Services Inc | 3,500 | $285.8K | 0.24% | +3,500 | New |
| Atomi Financial Group, Inc. | 3,488 | $284.9K | 0.03% | +3,488 | New |
| Blair William & Co | 3,475 | $283.8K | 0.00% | +3,475 | New |
| Personal Cfo Solutions, LLC | 3,438 | $280.8K | 0.04% | −761−18.1% | Reduced |
| Oxford Asset Management LLP | 3,420 | $279.3K | 0.30% | +3,420 | New |
| Nomura Holdings Inc | 3,400 | $277.7K | 0.00% | +3,400 | New |
| Sax Wealth Advisors, LLC | 3,340 | $272.8K | 0.03% | +3,340 | New |
| Rakuten Investment Management, Inc. | 3,136 | $256.1K | 0.00% | +2,890+1,174.8% | Added |
| First Horizon Advisors, Inc. | 3,127 | $255.4K | 0.01% | −456−12.7% | Reduced |
| Hodges Capital Management Inc. | 3,125 | $255.0K | 0.02% | +3,125 | New |
| Liberty One Investment Management, LLC | 3,105 | $253.6K | 0.03% | +3,105 | New |
| Stephenson National Bank & Trust | 3,101 | $253.3K | 0.09% | −2,502−44.7% | Reduced |