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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, Q2 2024

Institutional positions in Vertiv Holdings Co as of Jun 30, 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
909
+158 vs. Q1 2024
Shares held
311.3M
+3.39M (+1.1%) vs. Q1 2024
Total value
$27.0B
+$1.83B (+7.3%) vs. Q1 2024
New holders
233
349 more added
Sold out
75
267 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 909 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 heldQ2 2024: $27.0B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2024.

Institutions holding VRT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC0$320.00%0New
Assetmark, Inc1$650.00%00.0%Unchanged
Gradient Investments LLC1$870.00%00.0%Unchanged
Cornerstone Planning Group LLC5$3390.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC4$3460.00%00.0%Unchanged
Cranbrook Wealth Management, LLC4$3470.00%+4New
Planning Capital Management Corp5$4330.00%−14,734−100.0%Reduced
Country Trust Bank6$5190.00%+6New
Aspect Partners, LLC6$5200.00%00.0%Unchanged
MV Capital Management, Inc.6$5200.00%+6New
Manchester Capital Management LLC9$7800.00%+9New
Berkshire Capital Holdings Inc10$8660.00%+10New
Kelly Financial Services LLC10$8660.00%+10New
CVA Family Office, LLC11$9520.00%+11New
Montag A & Associates Inc13$1.13K0.00%+13New
True Wealth Design, LLC15$1.30K0.00%+5+50.0%Added
Carmichael Hill & Associates, Inc.15$1.30K0.00%+15New
AdvisorNet Financial, Inc20$1.73K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$1.73K0.00%00.0%Unchanged
Salem Investment Counselors Inc23$1.99K0.00%00.0%Unchanged
First Pacific Financial26$2.25K0.00%+15+136.4%Added
Zions Bancorporation, N.A.26$2.25K0.00%+26New
DiNuzzo Private Wealth, Inc.28$2.42K0.00%+8+40.0%Added
Investors Research Corp30$2.60K0.00%+30New
WR Wealth Planners, LLC32$2.77K0.00%+6+23.1%Added
DB Fitzpatrick & Co, Inc32$2.77K0.00%+10+45.5%Added
SJS Investment Consulting Inc.39$3.38K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$3.46K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC46$3.98K0.00%+5+12.2%Added
Avion Wealth56$4.00K0.00%+16+40.0%Added
Frazier Financial Advisors, LLC49$4.24K0.00%00.0%Unchanged
Hilltop National Bank50$4.33K0.00%00.0%Unchanged
Macroview Investment Management LLC50$4.33K0.00%+50New
Raffa Wealth Management, LLC52$4.50K0.00%+12+30.0%Added
Lynx Investment Advisory52$4.50K0.00%+52New
Kayne Anderson Rudnick Investment Management LLC61$5.28K0.00%00.0%Unchanged
IAG Wealth Partners, LLC67$5.80K0.00%+67New
Sachetta, LLC90$6.57K0.00%+41+83.7%Added
Farmers & Merchants Trust Co of Chambersburg PA79$7.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC82$7.10K0.00%+82New
Thurston, Springer, Miller, Herd & Titak, Inc.85$7.36K0.00%+85New
Register Financial Advisors LLC85$7.36K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC89$7.71K0.00%+75+535.7%Added
Oakworth Capital, Inc.98$8.48K0.00%+98New
Washington Trust Advisors, Inc.99$8.53K0.00%+41+70.7%Added
JFS Wealth Advisors, LLC100$8.66K0.00%+10+11.1%Added
Chesapeake Asset Management LLC100$8.66K0.01%+100New
Mark Sheptoff Financial Planning, LLC100$8.66K0.00%+100New
TD Private Client Wealth LLC102$8.83K0.00%−28−21.5%Reduced
Lummis Asset Management, LP112$9.70K0.01%00.0%Unchanged
Beacon Capital Management, LLC115$9.96K0.00%+115New
Highline Wealth Partners LLC115$9.96K0.00%+115New
Geneos Wealth Management Inc.130$11.3K0.00%+130New
HighMark Wealth Management LLC132$11.4K0.01%+17+14.8%Added
Householder Group Estate & Retirement Specialist, LLC150$12.0K0.00%+150New
Innealta Capital, LLC142$12.3K0.00%+142New
VisionPoint Advisory Group, LLC144$12.5K0.00%−1−0.7%Reduced
Colonial Trust Co146$12.7K0.00%+146New
Red Tortoise LLC147$12.7K0.01%00.0%Unchanged
Tyler-Stone Wealth Management150$13.0K0.01%00.0%Unchanged
Pier Capital, LLC159$13.8K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC161$14.0K0.00%+82+103.8%Added
Pittenger & Anderson Inc163$14.1K0.00%00.0%Unchanged
REAP Financial Group, LLC175$15.2K0.00%+22+14.4%Added
Smartleaf Asset Management LLC190$16.5K0.00%+128+206.5%Added
Central Trust Co200$17.3K0.00%−25−11.1%Reduced
Godsey & Gibb Associates200$17.3K0.00%00.0%Unchanged
Elequin Capital LP202$17.5K0.00%+202New
Migdal Insurance & Financial Holdings Ltd.213$19.0K0.00%+213New
Clear Point Advisors Inc.225$19.5K0.02%+225New
Versant Capital Management, Inc241$20.9K0.01%+70+40.9%Added
Larson Financial Group LLC252$21.8K0.00%+180+250.0%Added
Matrix Trust Co259$22.0K0.00%+259New
Loring Wolcott & Coolidge Fiduciary Advisors LLP260$23.3K0.00%+260New
CarsonAllaria Wealth Management, Ltd.276$23.9K0.01%00.0%Unchanged
Bogart Wealth, LLC297$25.7K0.00%−4−1.3%Reduced
Anchor Investment Management, LLC300$26.0K0.00%+300New
Massmutual Trust Co FSB313$27.1K0.00%+81+34.9%Added
Mather Group, LLC.351$28.7K0.00%+200+132.5%Added
Parkside Financial Bank & Trust332$28.7K0.00%+310+1,409.1%Added
Benjamin Edwards Inc334$29.0K0.01%+38+12.8%Added
ORG Partners LLC366$31.7K0.00%−91−19.9%Reduced
Hazlett, Burt & Watson, Inc.385$34.0K0.02%−44−10.3%Reduced
Ancora Advisors, LLC393$34.0K0.00%+60+18.0%Added
Ofi Invest Asset Management423$34.2K0.00%+423New
Hollencrest Capital Management397$34.4K0.00%−438−52.5%Reduced
Horizon Investments, LLC437$37.8K0.00%+437New
Bell Investment Advisors, Inc444$38.4K0.01%+7+1.6%Added
Armstrong Advisory Group, Inc496$43.0K0.00%+496New
Farmers & Merchants Investments Inc500$43.3K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC500$43.3K0.03%+500New
TruNorth Capital Management, LLC501$43.4K0.01%−500−50.0%Reduced
RiverPark Advisors, LLC520$45.0K0.04%+86+19.8%Added
Allworth Financial LP538$45.9K0.00%+91+20.4%Added
Washington Trust Co560$48.5K0.00%+310+124.0%Added
Coppell Advisory Solutions LLC561$48.6K0.01%+561New
Valley National Advisers Inc584$50.0K0.01%+539+1,197.8%Added
Benjamin F. Edwards & Company, Inc.641$55.0K0.00%−4,476−87.5%Reduced
CoreCap Advisors, LLC645$55.8K0.01%−2,360−78.5%Reduced