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 |
|---|---|---|---|---|---|
| Greenland Capital Management LP | 3,086 | $267.2K | 0.06% | +3,086 | New |
| Jones Financial Companies LLLP | 3,110 | $269.2K | 0.00% | +3,110 | New |
| Quantum Private Wealth, LLC | 3,122 | $270.3K | 0.10% | +3,122 | New |
| Mutual Advisors, LLC | 3,512 | $274.0K | 0.01% | +3,512 | New |
| Systematic Portfolios LLC | 3,171 | $274.5K | 1.91% | −4,492−58.6% | Reduced |
| Hudock, Inc. | 3,176 | $275.0K | 0.05% | +3,176 | New |
| Mission Wealth Management, LP | 3,200 | $277.1K | 0.01% | +3,200 | New |
| Lido Advisors, LLC | 3,238 | $280.3K | 0.00% | +549+20.4% | Added |
| Frank, Rimerman Advisors LLC | 3,261 | $282.3K | 0.02% | +3,261 | New |
| Merit Financial Group, LLC | 3,284 | $284.3K | 0.01% | +3,284 | New |
| Steel Peak Wealth Management LLC | 3,289 | $284.7K | 0.01% | +3,289 | New |
| Graham Capital Management, L.P. | 3,300 | $285.7K | 0.01% | +3,300 | New |
| Prosperity Wealth Management, Inc. | 3,312 | $286.7K | 0.14% | +273+9.0% | Added |
| Bridgefront Capital, LLC | 3,339 | $289.1K | 0.12% | +3,339 | New |
| Warren Averett Asset Management, LLC | 3,397 | $294.1K | 0.01% | +3,397 | New |
| ClearAlpha Technologies LP | 3,454 | $299.0K | 0.12% | +3,454 | New |
| Carnegie Capital Asset Management, LLC | 3,489 | $302.0K | 0.01% | +3,489 | New |
| Atomi Financial Group, Inc. | 3,494 | $302.5K | 0.02% | +6+0.2% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $303.0K | 0.26% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3,525 | $305.2K | 0.05% | +3,525 | New |
| Spirit of America Management Corp | 3,550 | $307.3K | 0.06% | +3,550 | New |
| Wexford Capital LP | 3,578 | $309.7K | 0.08% | +3,578 | New |
| Ostrum Asset Management | 3,630 | $314.2K | 0.03% | −283−7.2% | Reduced |
| First Horizon Advisors, Inc. | 3,638 | $314.9K | 0.01% | +511+16.3% | Added |
| Arlington Financial Advisors, LLC | 3,650 | $316.0K | 0.07% | +3,650 | New |
| Prestige Wealth Management Group LLC | 3,688 | $319.3K | 0.07% | +3,688 | New |
| Steward Partners Investment Advisory, LLC | 3,722 | $322.2K | 0.00% | +717+23.9% | Added |
| EntryPoint Capital, LLC | 3,735 | $323.3K | 0.15% | +1,903+103.9% | Added |
| Liberty Wealth Management LLC | 3,756 | $324.0K | 0.06% | +3,756 | New |
| Kingsview Wealth Management, LLC | 3,744 | $324.1K | 0.01% | +3,744 | New |
| Equitable Holdings, Inc. | 3,754 | $325.0K | 0.00% | +3,754 | New |
| Creative Financial Designs Inc | 3,790 | $328.1K | 0.03% | +3,365+791.8% | Added |
| Cigna Investments Inc | 3,805 | $329.0K | 0.06% | +80+2.1% | Added |
| Formidable Asset Management, LLC | 3,828 | $331.4K | 0.05% | +3,828 | New |
| MWA Asset Management | 3,832 | $331.7K | 0.24% | +3,832 | New |
| Phoenix Holdings Ltd. | 3,829 | $332.3K | 0.01% | +1,329+53.2% | Added |
| Darwin Advisors, LLC | 3,898 | $337.4K | 0.17% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,912 | $338.6K | 0.01% | +3,912 | New |
| Farther Finance Advisors, LLC | 3,909 | $338.8K | 0.02% | +1,800+85.3% | Added |
| NorthCrest Asset Manangement, LLC | 3,922 | $339.5K | 0.01% | +62+1.6% | Added |
| Keybank National Association | 3,930 | $340.2K | 0.00% | +413+11.7% | Added |
| Cantor Fitzgerald, L. P. | 3,940 | $341.1K | 0.07% | −5,260−57.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,960 | $342.8K | 0.24% | +3,960 | New |
| Winton Group Ltd | 3,984 | $344.9K | 0.02% | −14,015−77.9% | Reduced |
| Gordian Capital Singapore Pte Ltd | 4,000 | $346.3K | 0.20% | +4,000 | New |
| MONECO Advisors, LLC | 4,084 | $353.6K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,117 | $356.4K | 0.03% | +4,117 | New |
| Cahill Financial Advisors Inc | 4,124 | $357.0K | 0.05% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 4,169 | $360.9K | 0.03% | +4,169 | New |
| Cynosure Management, LLC | 4,180 | $361.9K | 0.06% | +4,180 | New |
| Kestra Private Wealth Services, LLC | 4,255 | $368.3K | 0.01% | +1,498+54.3% | Added |
| Gries Financial LLC | 4,267 | $369.4K | 0.08% | +22+0.5% | Added |
| SageView Advisory Group, LLC | 4,313 | $373.4K | 0.02% | +4,313 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,318 | $373.8K | 0.00% | +4,318 | New |
| Yeomans Consulting Group, Inc. | 4,319 | $373.9K | 0.14% | −2,833−39.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,333 | $375.1K | 0.00% | +4,333 | New |
| TownSquare Capital, LLC | 4,348 | $376.4K | 0.01% | +4,348 | New |
| Parallax Volatility Advisers, L.P. | 4,504 | $389.9K | 0.01% | +1,739+62.9% | Added |
| Thompson Davis & Co., Inc. | 4,550 | $393.9K | 0.34% | −1,000−18.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $398.2K | 0.07% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 4,606 | $398.7K | 0.41% | −2,317−33.5% | Reduced |
| Coldstream Capital Management Inc | 4,666 | $403.9K | 0.01% | +652+16.2% | Added |
| Segment Wealth Management, LLC | 4,675 | $404.7K | 0.03% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,700 | $406.9K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,736 | $410.0K | 0.09% | +4,736 | New |
| Yousif Capital Management, LLC | 4,798 | $415.4K | 0.00% | +854+21.7% | Added |
| Change Path, LLC | 4,859 | $420.0K | 0.02% | +4,859 | New |
| Venturi Wealth Management, LLC | 4,872 | $421.8K | 0.02% | −4,868−50.0% | Reduced |
| Arkadios Wealth Advisors | 4,919 | $425.8K | 0.03% | +305+6.6% | Added |
| Green Square Capital Advisors LLC | 5,000 | $432.9K | 0.06% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 4,991 | $433.6K | 0.00% | +1,855+59.2% | Added |
| Level Four Advisory Services, LLC | 5,015 | $434.1K | 0.02% | −8,275−62.3% | Reduced |
| First Citizens Bank & Trust Co | 5,056 | $437.7K | 0.01% | +5,056 | New |
| Element Pointe Advisors, LLC | 5,089 | $440.6K | 0.11% | +5,089 | New |
| Integrated Wealth Concepts LLC | 5,116 | $442.9K | 0.01% | +5,116 | New |
| TD Waterhouse Canada Inc. | 5,106 | $443.0K | 0.00% | −40,885−88.9% | Reduced |
| Lake Street Advisors Group, LLC | 5,137 | $444.7K | 0.02% | +5,137 | New |
| Alps Advisors Inc | 5,159 | $446.6K | 0.00% | −31−0.6% | Reduced |
| Diversified Trust Co | 5,163 | $447.0K | 0.01% | −2,982−36.6% | Reduced |
| Empowered Funds, LLC | 5,163 | $447.0K | 0.01% | +612+13.4% | Added |
| Hantz Financial Services, Inc. | 5,172 | $448.0K | 0.01% | −330−6.0% | Reduced |
| Nkcfo LLC | 5,200 | $450.0K | 0.25% | −2,300−30.7% | Reduced |
| Menard Financial Group LLC | 5,277 | $456.8K | 0.33% | +820+18.4% | Added |
| Golden State Equity Partners | 5,352 | $463.3K | 0.10% | +5,352 | New |
| C M Bidwell & Associates Ltd | 5,413 | $468.6K | 0.31% | −12−0.2% | Reduced |
| Machina Capital S.A.S. | 5,418 | $469.0K | 0.21% | +5,418 | New |
| National Asset Management, Inc. | 5,481 | $474.5K | 0.01% | +5,481 | New |
| National Bank of Canada | 5,487 | $474.6K | 0.00% | −52,223−90.5% | Reduced |
| IAM Advisory, LLC | 5,482 | $474.6K | 0.13% | +5,482 | New |
| Horizon Investment Services, LLC | 5,502 | $476.3K | 0.22% | −1,416−20.5% | Reduced |
| Blueshift Asset Management, LLC | 5,521 | $478.0K | 0.16% | +5,521 | New |
| Sigma Planning Corp | 5,534 | $479.1K | 0.02% | −21,183−79.3% | Reduced |
| Smith Group Asset Management, LLC | 5,590 | $483.9K | 0.04% | −960−14.7% | Reduced |
| Signaturefd, LLC | 5,610 | $485.7K | 0.01% | +901+19.1% | Added |
| Moors & Cabot, Inc. | 5,625 | $487.0K | 0.03% | +1,060+23.2% | Added |
| Dynasty Wealth Management, LLC | 5,671 | $490.9K | 0.01% | −2,123−27.2% | Reduced |
| FWL Investment Management, LLC | 5,714 | $494.7K | 0.25% | +298+5.5% | Added |
| WealthPLAN Partners, LLC | 5,758 | $498.5K | 0.05% | +698+13.8% | Added |
| Apollon Wealth Management, LLC | 5,759 | $498.6K | 0.02% | +5,759 | New |
| Churchill Management Corp | 5,765 | $499.1K | 0.01% | +5,765 | New |