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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quarry LP | 653 | $56.5K | 0.02% | +653 | New |
| Ronald Blue Trust, Inc. | 725 | $59.2K | 0.00% | +556+329.0% | Added |
| iA Global Asset Management Inc. | 707 | $61.0K | 0.00% | −82,923−99.2% | Reduced |
| Raleigh Capital Management Inc. | 723 | $62.6K | 0.03% | +192+36.2% | Added |
| J.Safra Asset Management Corp | 728 | $63.0K | 0.01% | +569+357.9% | Added |
| Hexagon Capital Partners LLC | 734 | $63.5K | 0.01% | −408−35.7% | Reduced |
| Silicon Valley Capital Partners | 774 | $67.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 814 | $70.5K | 0.01% | +264+48.0% | Added |
| Proequities, Inc. | 820 | $71.0K | 0.00% | +70+9.3% | Added |
| Harbour Investments, Inc. | 842 | $72.9K | 0.00% | +553+191.3% | Added |
| Quadrant Capital Group LLC | 897 | $77.7K | 0.01% | +40+4.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 932 | $80.7K | 0.02% | −88−8.6% | Reduced |
| GAMMA Investing LLC | 942 | $81.5K | 0.01% | +289+44.3% | Added |
| Atticus Wealth Management, LLC | 976 | $84.5K | 0.03% | +644+194.0% | Added |
| State of Wyoming | 1,014 | $87.8K | 0.01% | −494−32.8% | Reduced |
| Fifth Third Bancorp | 1,033 | $89.4K | 0.00% | +748+262.5% | Added |
| Huntington National Bank | 1,043 | $90.3K | 0.00% | +577+123.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,057 | $91.5K | 0.00% | −143−11.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,063 | $92.0K | 0.03% | −819−43.5% | Reduced |
| Salomon & Ludwin, LLC | 1,063 | $92.0K | 0.01% | +1,063 | New |
| Continuum Advisory, LLC | 1,087 | $94.1K | 0.01% | +54+5.2% | Added |
| TFC Financial Management | 1,090 | $94.4K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,100 | $95.2K | 0.00% | +1,100 | New |
| Harbor Investment Advisory, LLC | 1,152 | $99.7K | 0.01% | +152+15.2% | Added |
| Rothschild Investment LLC | 1,164 | $100.8K | 0.01% | +663+132.3% | Added |
| Colonial Trust Advisors | 1,201 | $103.9K | 0.01% | +1+0.1% | Added |
| Emerald Mutual Fund Advisers Trust | 1,236 | $107.0K | 0.01% | +1,236 | New |
| First Community Trust NA | 1,290 | $111.7K | 0.10% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,300 | $112.5K | 0.00% | +352+37.1% | Added |
| Optimum Investment Advisors | 1,350 | $116.9K | 0.05% | +1,200+800.0% | Added |
| Tidemark, LLC | 1,385 | $119.9K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,538 | $121.0K | 0.01% | +1,538 | New |
| AlphaCentric Advisors LLC | 1,409 | $122.0K | 0.09% | +16+1.1% | Added |
| Covestor Ltd | 1,406 | $122.0K | 0.08% | −420−23.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,451 | $125.5K | 0.02% | +1+0.1% | Added |
| Leonteq Securities AG | 1,457 | $126.1K | 0.02% | +495+51.5% | Added |
| Quest Partners LLC | 1,581 | $136.9K | 0.02% | +1,566+10,440.0% | Added |
| Nemes Rush Group LLC | 1,663 | $144.0K | 0.02% | +1,049+170.8% | Added |
| IFP Advisors, Inc | 1,677 | $145.2K | 0.01% | +1,293+336.7% | Added |
| Private Trust Co NA | 1,762 | $152.5K | 0.02% | +1,525+643.5% | Added |
| International Assets Investment Management, LLC | 1,801 | $155.9K | 0.01% | +1,801 | New |
| Liberty One Investment Management, LLC | 1,810 | $157.0K | 0.02% | −1,295−41.7% | Reduced |
| Clearstead Advisors, LLC | 1,860 | $161.0K | 0.00% | +435+30.5% | Added |
| EverSource Wealth Advisors, LLC | 2,261 | $177.9K | 0.01% | −2,349−51.0% | Reduced |
| Global Retirement Partners, LLC | 2,149 | $186.1K | 0.01% | +1,363+173.4% | Added |
| Parallel Advisors, LLC | 2,171 | $187.9K | 0.00% | +1,632+302.8% | Added |
| Atlas Capital Advisors LLC | 2,174 | $188.2K | 0.02% | −400−15.5% | Reduced |
| GeoWealth Management, LLC | 2,249 | $194.7K | 0.01% | +2,249 | New |
| LRI Investments, LLC | 2,254 | $195.1K | 0.02% | +2,254 | New |
| Occudo Quantitative Strategies LP | 2,340 | $202.6K | 0.04% | +2,340 | New |
| Buckingham Strategic Wealth, LLC | 2,349 | $203.3K | 0.00% | +2,349 | New |
| Elevated Capital Advisors, LLC | 2,395 | $207.3K | 0.06% | +2,395 | New |
| Three Seasons Wealth, LLC | 2,396 | $207.4K | 0.11% | −154−6.0% | Reduced |
| Glenmede Trust Co NA | 2,401 | $207.9K | 0.00% | +2,401 | New |
| Personal Cfo Solutions, LLC | 2,404 | $208.1K | 0.03% | −1,034−30.1% | Reduced |
| Westside Investment Management, Inc. | 2,435 | $210.8K | 0.05% | +2,435 | New |
| Wedmont Private Capital | 2,364 | $212.0K | 0.01% | +2,364 | New |
| Novare Capital Management LLC | 2,455 | $212.5K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,476 | $214.4K | 0.08% | +335+15.6% | Added |
| Encompass More Asset Management | 2,491 | $215.6K | 0.15% | +2,491 | New |
| Brown Brothers Harriman & Co | 2,500 | $216.4K | 0.00% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,500 | $216.4K | 0.07% | +2,500 | New |
| Aaron Wealth Advisors | 2,505 | $216.9K | 0.03% | −67−2.6% | Reduced |
| QCM Cayman, Ltd. | 2,527 | $218.8K | 2.36% | +2,527 | New |
| Aigen Investment Management, LP | 2,545 | $220.3K | 0.04% | −19,921−88.7% | Reduced |
| Fiduciary Family Office, LLC | 2,570 | $222.5K | 0.09% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,573 | $222.7K | 0.02% | +2,573 | New |
| Magnolia Capital Management Ltd | 2,580 | $223.0K | 0.19% | +2,580 | New |
| HB Wealth Management, LLC | 2,589 | $224.1K | 0.00% | +2,589 | New |
| Westover Capital Advisors, LLC | 2,598 | $224.9K | 0.06% | +2,598 | New |
| Stephenson National Bank & Trust | 2,612 | $226.1K | 0.08% | −489−15.8% | Reduced |
| Raymond James Trust N.A. | 2,615 | $226.4K | 0.01% | +2,615 | New |
| Qtron Investments LLC | 2,616 | $226.5K | 0.03% | +2,616 | New |
| Private Capital Advisors, Inc. | 2,648 | $229.0K | 0.03% | +2,648 | New |
| Capstone Investment Advisors, LLC | 2,662 | $230.4K | 0.01% | −4,697−63.8% | Reduced |
| FDx Advisors, Inc. | 2,685 | $232.0K | 0.06% | −235−8.0% | Reduced |
| Bridges Investment Management Inc | 2,685 | $232.4K | 0.00% | +2,685 | New |
| Meeder Asset Management Inc | 2,747 | $237.8K | 0.02% | +2,689+4,636.2% | Added |
| Optimist Retirement Group LLC | 2,753 | $238.3K | 0.13% | +8+0.3% | Added |
| Insight Wealth Partners, LLC | 2,773 | $240.1K | 0.16% | +2,773 | New |
| Veriti Management LLC | 2,774 | $240.1K | 0.01% | +2,774 | New |
| Optas, LLC | 2,783 | $240.9K | 0.06% | −100−3.5% | Reduced |
| Crossmark Global Holdings, Inc. | 2,794 | $241.0K | 0.00% | −37−1.3% | Reduced |
| Cadent Capital Advisors, LLC | 2,800 | $242.4K | 0.10% | +2,800 | New |
| Wetherby Asset Management Inc | 2,814 | $243.6K | 0.01% | +2,814 | New |
| Almanack Investment Partners, LLC. | 2,827 | $244.7K | 0.04% | +2,827 | New |
| Natixis Investment Managers International | 2,860 | $247.6K | 0.02% | −1,840−39.1% | Reduced |
| Vise Technologies, Inc. | 2,879 | $249.2K | 0.04% | +57+2.0% | Added |
| JBR Co Financial Management Inc | 2,897 | $250.8K | 0.18% | +2,897 | New |
| Tokio Marine Asset Management Co Ltd | 2,900 | $251.1K | 0.01% | +2,900 | New |
| ASB Consultores, LLC | 2,922 | $253.0K | 0.09% | −4,427−60.2% | Reduced |
| Davenport & Co LLC | 2,939 | $254.4K | 0.00% | +2,939 | New |
| Claro Advisors LLC | 2,958 | $256.1K | 0.04% | +2,958 | New |
| Independence Bank of Kentucky | 2,970 | $257.1K | 0.07% | +1,820+158.3% | Added |
| EP Wealth Advisors, LLC | 2,984 | $258.3K | 0.00% | +2,984 | New |
| Sandy Spring Bank | 2,992 | $259.0K | 0.01% | +2,797+1,434.4% | Added |
| Glaxis Capital Management, LLC | 3,000 | $259.7K | 0.45% | +3,000 | New |
| Gen-Wealth Partners Inc | 3,072 | $265.9K | 0.13% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,074 | $266.1K | 0.00% | +3,074 | New |
| Valmark Advisers, Inc. | 3,075 | $266.2K | 0.00% | +3,075 | New |