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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 759 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ1 2024: $25.2B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2023.

Institutions holding VRT in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp159$13.0K0.00%+159New
REAP Financial Group, LLC153$12.5K0.00%+10+7.0%Added
Tyler-Stone Wealth Management150$12.3K0.01%00.0%Unchanged
Optimum Investment Advisors150$12.3K0.01%+150New
Red Tortoise LLC147$12.0K0.01%00.0%Unchanged
FIL Ltd146$11.9K0.00%+20+15.9%Added
VisionPoint Advisory Group, LLC145$11.8K0.00%00.0%Unchanged
TD Private Client Wealth LLC130$10.6K0.00%−73−36.0%Reduced
First Manhattan Co130$10.6K0.00%+130New
Rosenberg Matthew Hamilton127$10.2K0.00%00.0%Unchanged
HighMark Wealth Management LLC115$9.39K0.01%+115New
Lummis Asset Management, LP112$9.15K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC90$7.35K0.00%00.0%Unchanged
Mather Group, LLC.151$7.25K0.00%+151New
Register Financial Advisors LLC85$6.94K0.00%+85New
FSA Wealth Management LLC83$6.78K0.00%00.0%Unchanged
Naples Money Management LLC75$6.13K0.01%+75New
Capital Advisors, Ltd. LLC79$6.00K0.00%+7+9.7%Added
Farmers & Merchants Trust Co of Chambersburg PA79$6.00K0.00%+79New
Larson Financial Group LLC72$5.88K0.00%+72New
Smartleaf Asset Management LLC62$5.02K0.00%+62New
Kayne Anderson Rudnick Investment Management LLC61$4.98K0.00%+23+60.5%Added
Washington Trust Advisors, Inc.58$4.77K0.00%−10−14.7%Reduced
Meeder Asset Management Inc58$4.74K0.00%+58New
Hilltop National Bank50$4.08K0.00%+50New
Frazier Financial Advisors, LLC49$4.00K0.00%+49New
Avion Wealth40$4.00K0.00%+15+60.0%Added
Tradewinds Capital Management, LLC41$3.35K0.00%+41New
Raffa Wealth Management, LLC40$3.27K0.00%+40New
Stone House Investment Management, LLC40$3.27K0.00%+40New
SJS Investment Consulting Inc.39$3.19K0.00%00.0%Unchanged
Valley National Advisers Inc45$3.00K0.00%+10+28.6%Added
Sofos Investments, Inc.34$2.75K0.00%+34New
South State Corp.33$2.69K0.00%+33New
First Command Advisory Services, Inc.55$2.65K0.00%+55New
Sachetta, LLC49$2.35K0.00%00.0%Unchanged
WR Wealth Planners, LLC26$2.12K0.00%+26New
West Paces Advisors Inc.25$2.04K0.00%+25New
Cutler Group LP30$2.00K0.00%+30New
Salem Investment Counselors Inc23$1.88K0.00%+23New
Parkside Financial Bank & Trust22$1.80K0.00%+18+450.0%Added
DB Fitzpatrick & Co, Inc22$1.80K0.00%+22New
Toth Financial Advisory Corp20$1.63K0.00%−20−50.0%Reduced
DiNuzzo Private Wealth, Inc.20$1.63K0.00%00.0%Unchanged
AdvisorNet Financial, Inc20$1.63K0.00%−22−52.4%Reduced
Quest Partners LLC15$1.23K0.00%+15New
Institutional & Family Asset Management, LLC14$1.14K0.00%+14New
First Pacific Financial11$8990.00%+3+37.5%Added
True Wealth Design, LLC10$8170.00%+4+66.7%Added
Riggs Asset Managment Co. Inc.10$8170.00%+10New
Future Financial Wealth Managment LLC10$8170.00%+10New
Mine & Arao Wealth Creation & Management, LLC.8$6540.00%+8New
Opal Wealth Advisors, LLC8$6540.00%+8New
Aspect Partners, LLC6$4900.00%+6New
Cornerstone Planning Group LLC5$4660.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC4$3270.00%+4New
Gradient Investments LLC1$820.00%+1New
Assetmark, Inc1$620.00%−2−66.7%Reduced
Coston, McIsaac & Partners4$00.00%+4New
Platinum Equity Advisors, LLC0$00.00%−7,955,215−100.0%Sold out
Starboard Value LPSuperinvestorStarboard Value0$00.00%−2,609,588−100.0%Sold out
Jericho Capital Asset Management L.P.0$00.00%−1,093,261−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−513,276−100.0%Sold out
Mane Global Capital Management LP0$00.00%−420,000−100.0%Sold out
Sandler Capital Management0$00.00%−391,990−100.0%Sold out
Shellback Capital, LP0$00.00%−285,300−100.0%Sold out
Riposte Capital LLC0$00.00%−275,000−100.0%Sold out
Gladstone Capital Management LLP0$00.00%−260,387−100.0%Sold out
Woodline Partners LP0$00.00%−259,206−100.0%Sold out
Maplelane Capital, LLC0$00.00%−220,000−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−185,000−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−165,985−100.0%Sold out
Twinbeech Capital LP0$00.00%−158,150−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−150,000−100.0%Sold out
Hartline Investment Corp0$00.00%−134,823−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−92,533−100.0%Sold out
PEAK6 Investments LLC0$00.00%−85,337−100.0%Sold out
Jetstream Capital LLC0$00.00%−84,000−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−82,072−100.0%Sold out
Davidson Kempner Capital Management LP0$00.00%−75,000−100.0%Sold out
Clear Sky Advisers, LLC0$00.00%−54,658−100.0%Sold out
Duality Advisers, LP0$00.00%−53,813−100.0%Sold out
Seven Eight Capital, LP0$00.00%−49,622−100.0%Sold out
Gunderson Capital Management Inc.0$00.00%−43,745−100.0%Sold out
Pearl River Capital, LLC0$00.00%−34,066−100.0%Sold out
AE Wealth Management LLC0$00.00%−25,925−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−28,458−100.0%Sold out
Oregon Public Employees Retirement Fund0$00.00%−28,100−100.0%Sold out
Royal Fund Management, LLC0$00.00%−27,919−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−23,956−100.0%Sold out
Soros Capital Management LLC0$00.00%−23,069−100.0%Sold out
Jade Capital Advisors, LLC0$00.00%−20,000−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−17,999−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−16,766−100.0%Sold out
Oak Thistle LLC0$00.00%−16,422−100.0%Sold out
Mosaic Advisors LLC0$00.00%−14,379−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−13,240−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−11,094−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−10,948−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−10,000−100.0%Sold out