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 |
|---|---|---|---|---|---|
| Chicago Capital, LLC | 3,101 | $253.2K | 0.01% | +3,101 | New |
| Pinpoint Asset Management Ltd | 3,073 | $251.0K | 0.04% | −1,927−38.5% | Reduced |
| Gen-Wealth Partners Inc | 3,072 | $250.9K | 0.12% | +3,072 | New |
| Pinkerton Retirement Specialists, LLC | 3,041 | $248.4K | 0.04% | +3,041 | New |
| American International Group, Inc. | 3,039 | $248.2K | 0.00% | −2−0.1% | Reduced |
| Prosperity Wealth Management, Inc. | 3,039 | $248.2K | 0.12% | +3,039 | New |
| Steward Partners Investment Advisory, LLC | 3,005 | $245.4K | 0.00% | −17,252−85.2% | Reduced |
| CoreCap Advisors, LLC | 3,005 | $245.4K | 0.01% | +3,005 | New |
| Americana Partners, LLC | 2,923 | $238.7K | 0.02% | +2,923 | New |
| FDx Advisors, Inc. | 2,920 | $238.0K | 0.04% | +2,920 | New |
| Optas, LLC | 2,883 | $235.5K | 0.06% | +2,883 | New |
| K2 Principal Fund, L.P. | 2,875 | $234.8K | 0.06% | +2,875 | New |
| Beacon Pointe Advisors, LLC | 2,837 | $231.7K | 0.00% | +2,837 | New |
| Crossmark Global Holdings, Inc. | 2,831 | $231.0K | 0.00% | +2,831 | New |
| Vise Technologies, Inc. | 2,822 | $230.5K | 0.05% | +2,822 | New |
| Parallax Volatility Advisers, L.P. | 2,765 | $225.8K | 0.01% | +2,765 | New |
| Kestra Private Wealth Services, LLC | 2,757 | $225.2K | 0.01% | +2,757 | New |
| Optimist Retirement Group LLC | 2,745 | $224.2K | 0.12% | +2,745 | New |
| CM Wealth Advisors LLC | 2,350 | $223.0K | 0.06% | +2,350 | New |
| Ingalls & Snyder LLC | 2,732 | $223.0K | 0.01% | −2,571−48.5% | Reduced |
| GYL Financial Synergies, LLC | 2,730 | $223.0K | 0.02% | +2,730 | New |
| Arlington Capital Management, Inc. | 2,719 | $222.1K | 0.18% | +2,719 | New |
| Moody Lynn & Lieberson, LLC | 2,694 | $220.0K | 0.01% | −1,550−36.5% | Reduced |
| Lido Advisors, LLC | 2,689 | $219.6K | 0.00% | −19,475−87.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,645 | $216.0K | 0.00% | +2,645 | New |
| Atlas Capital Advisors LLC | 2,574 | $210.2K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,572 | $210.1K | 0.03% | +2,572 | New |
| Fiduciary Family Office, LLC | 2,570 | $209.9K | 0.08% | +2,570 | New |
| Three Seasons Wealth, LLC | 2,550 | $206.0K | 0.14% | +2,550 | New |
| Brown Brothers Harriman & Co | 2,500 | $204.2K | 0.00% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,500 | $203.6K | 0.00% | +2,500 | New |
| Novare Capital Management LLC | 2,455 | $200.5K | 0.02% | +2,455 | New |
| Glass Jacobson Investment Advisors llc | 2,141 | $174.8K | 0.07% | +2,141 | New |
| Farther Finance Advisors, LLC | 2,109 | $169.6K | 0.01% | +1,029+95.3% | Added |
| Shay Capital LLC | 2,000 | $163.3K | 0.05% | +2,000 | New |
| Spire Wealth Management | 1,920 | $156.8K | 0.00% | −4,836−71.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,882 | $153.7K | 0.05% | +1,498+390.1% | Added |
| EntryPoint Capital, LLC | 1,832 | $149.6K | 0.13% | −3,360−64.7% | Reduced |
| Covestor Ltd | 1,826 | $149.0K | 0.09% | +436+31.4% | Added |
| Clearstead Advisors, LLC | 1,425 | $135.1K | 0.01% | +185+14.9% | Added |
| State of Wyoming | 1,508 | $123.2K | 0.02% | −2,666−63.9% | Reduced |
| Carolinas Wealth Consulting LLC | 1,450 | $118.4K | 0.02% | +1,150+383.3% | Added |
| AlphaCentric Advisors LLC | 1,393 | $113.8K | 0.07% | −188−11.9% | Reduced |
| Tidemark, LLC | 1,385 | $113.1K | 0.06% | +1,385 | New |
| First Community Trust NA | 1,290 | $105.4K | 0.10% | +1,290 | New |
| Continuum Advisory, LLC | 1,033 | $101.2K | 0.02% | +1,033 | New |
| Colonial Trust Advisors | 1,200 | $98.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,200 | $98.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,150 | $93.9K | 0.03% | +1,000+666.7% | Added |
| Hexagon Capital Partners LLC | 1,142 | $93.3K | 0.02% | −494−30.2% | Reduced |
| TFC Financial Management | 1,090 | $89.0K | 0.02% | +210+23.9% | Added |
| Stephens Inc | 1,067 | $87.1K | 0.00% | −252−19.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,020 | $83.3K | 0.03% | +1,020 | New |
| TruNorth Capital Management, LLC | 1,001 | $81.7K | 0.03% | +1,001 | New |
| Harbor Investment Advisory, LLC | 1,000 | $81.7K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 962 | $78.6K | 0.01% | +492+104.7% | Added |
| Principal Securities, Inc. | 948 | $77.4K | 0.00% | +508+115.5% | Added |
| Quadrant Capital Group LLC | 857 | $70.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 835 | $68.2K | 0.00% | +435+108.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $65.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 786 | $64.2K | 0.00% | −8−1.0% | Reduced |
| Silicon Valley Capital Partners | 774 | $63.2K | 0.01% | +774 | New |
| Proequities, Inc. | 750 | $61.3K | 0.00% | −14−1.8% | Reduced |
| FSC Wealth Advisors, LLC | 720 | $58.8K | 0.04% | +720 | New |
| GAMMA Investing LLC | 653 | $53.3K | 0.01% | +119+22.3% | Added |
| Nemes Rush Group LLC | 614 | $50.1K | 0.01% | +614 | New |
| Lindbrook Capital, LLC | 550 | $44.9K | 0.00% | +137+33.2% | Added |
| Ramirez Asset Management, Inc. | 550 | $44.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 539 | $44.0K | 0.00% | +143+36.1% | Added |
| Raleigh Capital Management Inc. | 531 | $43.4K | 0.02% | −40−7.0% | Reduced |
| Rothschild Investment LLC | 501 | $40.9K | 0.00% | +391+355.5% | Added |
| Farmers & Merchants Investments Inc | 500 | $40.8K | 0.00% | +200+66.7% | Added |
| nVerses Capital, LLC | 500 | $40.8K | 0.10% | +500 | New |
| Huntington National Bank | 466 | $38.1K | 0.00% | +160+52.3% | Added |
| ORG Partners LLC | 457 | $36.7K | 0.07% | +457 | New |
| Allworth Financial LP | 447 | $36.5K | 0.00% | +39+9.6% | Added |
| Bell Investment Advisors, Inc | 437 | $35.7K | 0.01% | +10+2.3% | Added |
| RiverPark Advisors, LLC | 434 | $35.4K | 0.03% | +434 | New |
| Creative Financial Designs Inc | 425 | $34.7K | 0.00% | +225+112.5% | Added |
| Hazlett, Burt & Watson, Inc. | 429 | $34.0K | 0.02% | +429 | New |
| IFP Advisors, Inc | 384 | $31.4K | 0.00% | +334+668.0% | Added |
| Ancora Advisors, LLC | 333 | $27.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 332 | $27.1K | 0.01% | +332 | New |
| Bogart Wealth, LLC | 301 | $24.6K | 0.00% | +301 | New |
| Benjamin Edwards Inc | 296 | $24.0K | 0.00% | +296 | New |
| Harbour Investments, Inc. | 289 | $23.6K | 0.00% | +212+275.3% | Added |
| Tower Research Capital LLC (TRC) | 288 | $23.5K | 0.00% | −4,612−94.1% | Reduced |
| Fifth Third Bancorp | 285 | $23.3K | 0.00% | +146+105.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 285 | $23.0K | 0.02% | +285 | New |
| CarsonAllaria Wealth Management, Ltd. | 276 | $22.5K | 0.01% | +276 | New |
| Washington Trust Co | 250 | $20.4K | 0.00% | +250 | New |
| Private Trust Co NA | 237 | $19.4K | 0.00% | −1−0.4% | Reduced |
| Massmutual Trust Co FSB | 232 | $18.9K | 0.00% | +218+1,557.1% | Added |
| Central Trust Co | 225 | $18.4K | 0.00% | −154−40.6% | Reduced |
| Godsey & Gibb Associates | 200 | $16.3K | 0.00% | +200 | New |
| Sandy Spring Bank | 195 | $15.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 169 | $13.8K | 0.00% | +36+27.1% | Added |
| Pittenger & Anderson Inc | 163 | $13.3K | 0.00% | +163 | New |
| Pier Capital, LLC | 159 | $13.0K | 0.00% | 00.0% | Unchanged |