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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 5,776 | $500.0K | 0.05% | +5,776 | New |
| Harbert Fund Advisors, Inc. | 5,850 | $506.4K | 0.41% | +5,850 | New |
| United Capital Financial Advisers, LLC | 5,857 | $507.1K | 0.00% | −190−3.1% | Reduced |
| TT International Asset Management LTD | 5,918 | $512.0K | 0.07% | +5,918 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $519.4K | 0.01% | +6,000 | New |
| GLOBALT Investments LLC | 6,157 | $533.0K | 0.02% | +6,157 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,200 | $535.9K | 0.04% | +5,400+675.0% | Added |
| Ionic Capital Management LLC | 6,354 | $550.1K | 0.29% | +6,354 | New |
| American Trust | 6,451 | $558.5K | 0.05% | −1,278−16.5% | Reduced |
| EdgeRock Capital LLC | 6,554 | $567.4K | 0.44% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,610 | $572.3K | 0.05% | +2,364+55.7% | Added |
| Richard W. Paul & Associates, LLC | 6,725 | $582.2K | 0.22% | −51−0.8% | Reduced |
| Sax Wealth Advisors, LLC | 6,774 | $586.4K | 0.06% | +3,434+102.8% | Added |
| Quadcap Wealth Management, LLC | 6,779 | $586.9K | 0.11% | −3,133−31.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6,824 | $590.8K | 7.49% | +6,824 | New |
| Blair William & Co | 6,857 | $593.6K | 0.00% | +3,382+97.3% | Added |
| Wealth Effects LLC | 6,900 | $597.3K | 0.22% | +6,900 | New |
| Prime Capital Investment Advisors, LLC | 6,928 | $599.8K | 0.01% | +6,928 | New |
| Clare Market Investments LLC | 6,945 | $601.2K | 0.17% | +6,945 | New |
| Pallas Capital Advisors LLC | 7,288 | $601.7K | 0.03% | +1,920+35.8% | Added |
| Gateway Advisory, LLC | 6,964 | $602.9K | 0.10% | +6,964 | New |
| Sanders Morris Harris LLC | 7,000 | $606.0K | 0.10% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,056 | $610.8K | 0.15% | +1,368+24.1% | Added |
| Corebridge Financial, Inc. | 7,122 | $616.6K | 0.00% | +7,122 | New |
| We Are One Seven, LLC | 7,289 | $631.0K | 0.03% | +7,289 | New |
| RSM US Wealth Management LLC | 7,289 | $631.3K | 0.01% | +7,289 | New |
| J.W. Cole Advisors, Inc. | 7,336 | $635.1K | 0.03% | −1,236−14.4% | Reduced |
| D.A. Davidson & Co. | 7,416 | $642.0K | 0.01% | +2,126+40.2% | Added |
| Metis Global Partners, LLC | 7,452 | $645.1K | 0.02% | +2,929+64.8% | Added |
| Applied Finance Capital Management, LLC | 7,506 | $649.8K | 0.03% | +7,506 | New |
| Aristeia Capital LLC | 7,583 | $656.5K | 0.02% | +7,583 | New |
| Yorktown Management & Research Co Inc | 7,700 | $666.6K | 0.72% | +7,700 | New |
| Centiva Capital, LP | 7,743 | $670.3K | 0.03% | −2,027−20.7% | Reduced |
| AustralianSuper Pty Ltd | 8,064 | $698.1K | 0.00% | +8,064 | New |
| Snowden Capital Advisors LLC | 8,099 | $701.1K | 0.02% | +8,099 | New |
| Hillsdale Investment Management Inc. | 8,180 | $708.1K | 0.06% | −3,120−27.6% | Reduced |
| Petra Financial Advisors Inc | 8,268 | $715.8K | 0.51% | +416+5.3% | Added |
| Sherbrooke Park Advisers LLC | 8,280 | $716.8K | 0.13% | +983+13.5% | Added |
| Park Avenue Securities LLC | 8,285 | $717.0K | 0.01% | −540−6.1% | Reduced |
| UniSuper Management Pty Ltd | 8,300 | $718.5K | 0.01% | +3,100+59.6% | Added |
| Wolff Wiese Magana LLC | 8,354 | $723.2K | 0.57% | +8,354 | New |
| Colony Group, LLC | 8,386 | $726.0K | 0.00% | +8,386 | New |
| Chilton Investment Co LLC | 8,421 | $729.0K | 0.02% | +1,874+28.6% | Added |
| Delap Wealth Advisory, LLC | 8,459 | $732.3K | 0.34% | +1,293+18.0% | Added |
| Friedenthal Financial | 8,494 | $735.3K | 0.46% | −2,390−22.0% | Reduced |
| Spire Wealth Management | 8,526 | $738.1K | 0.03% | +6,606+344.1% | Added |
| Emerald Advisers, LLC | 8,547 | $739.9K | 0.03% | +8,547 | New |
| Fukoku Mutual Life Insurance Co | 8,584 | $743.1K | 0.06% | +818+10.5% | Added |
| Marex Group plc | 8,591 | $743.7K | 0.02% | −34,851−80.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,629 | $747.0K | 0.01% | +5,792+204.2% | Added |
| CWM Advisors, LLC | 8,663 | $750.0K | 0.09% | −2,448−22.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,735 | $756.2K | 0.01% | +420+5.1% | Added |
| Pinebridge Investments, L.P. | 8,779 | $760.0K | 0.01% | −1,597−15.4% | Reduced |
| Sit Investment Associates Inc | 8,815 | $763.0K | 0.02% | +8,815 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,815 | $763.1K | 0.03% | −3,483−28.3% | Reduced |
| Bokf, NA | 8,835 | $764.8K | 0.01% | −70,541−88.9% | Reduced |
| Rakuten Securities, Inc. | 8,968 | $776.4K | 0.33% | −13,788−60.6% | Reduced |
| Congress Asset Management Co | 9,000 | $779.1K | 0.01% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 9,013 | $780.3K | 0.33% | +9,013 | New |
| Mount Yale Investment Advisors, LLC | 9,177 | $794.5K | 0.06% | −130−1.4% | Reduced |
| Mount Lucas Management LP | 9,188 | $795.4K | 0.28% | −183−2.0% | Reduced |
| Shelton Wealth Management, LLC | 9,323 | $807.1K | 0.48% | +9,323 | New |
| Lisanti Capital Growth, LLC | 9,525 | $824.6K | 0.20% | −2,920−23.5% | Reduced |
| Baader Bank INC | 9,651 | $827.6K | 0.06% | −3,765−28.1% | Reduced |
| Swiss Life Asset Management Ltd | 9,571 | $828.4K | 0.01% | +9,571 | New |
| Perpetual Ltd | 9,599 | $831.0K | 0.01% | −334,605−97.2% | Reduced |
| TriaGen Wealth Management LLC | 9,665 | $836.7K | 0.32% | −8−0.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,678 | $837.8K | 0.04% | +9,678 | New |
| Central Pacific Bank - Trust Division | 9,874 | $854.8K | 0.10% | +1,696+20.7% | Added |
| NVWM, LLC | 9,911 | $858.0K | 0.23% | +9,911 | New |
| Vident Advisory, LLC | 9,921 | $858.9K | 0.02% | +5,335+116.3% | Added |
| QRG Capital Management, Inc. | 10,000 | $865.7K | 0.01% | +444+4.6% | Added |
| Artemis Wealth Advisors, LLC | 10,000 | $865.7K | 0.15% | +10,000 | New |
| Balboa Wealth Partners | 10,033 | $868.6K | 0.23% | +10,033 | New |
| Neville Rodie & Shaw Inc | 10,095 | $874.0K | 0.07% | +10,095 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 10,189 | $882.1K | 0.00% | −1,502−12.8% | Reduced |
| Carl P. Sherr & Co., LLC | 10,246 | $887.0K | 0.49% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 10,299 | $891.5K | 0.77% | +7,580+278.8% | Added |
| Arete Wealth Advisors, LLC | 10,381 | $898.0K | 0.07% | +10,381 | New |
| Cottage Street Advisors LLC | 10,460 | $905.5K | 0.54% | +10,460 | New |
| Baldwin Investment Management, LLC | 10,469 | $906.3K | 0.12% | +600+6.1% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $909.0K | 0.25% | −10,500−50.0% | Reduced |
| Maxi Investments CY Ltd | 10,500 | $909.0K | 0.20% | −6,706−39.0% | Reduced |
| Convergence Investment Partners, LLC | 10,517 | $910.5K | 0.27% | +5,473+108.5% | Added |
| Independent Financial Group, LLC | 10,522 | $910.9K | 0.04% | +2,678+34.1% | Added |
| Oppenheimer Asset Management Inc. | 10,616 | $919.0K | 0.01% | +3,876+57.5% | Added |
| Acadian Asset Management LLC | 10,677 | $922.0K | 0.00% | +6,670+166.5% | Added |
| New England Research & Management, Inc. | 10,700 | $926.0K | 0.44% | +10,700 | New |
| Kingswood Wealth Advisors, LLC | 10,790 | $934.1K | 0.08% | +4,713+77.6% | Added |
| Globeflex Capital L P | 10,839 | $938.3K | 0.10% | +3,900+56.2% | Added |
| Polar Capital Holdings Plc | 11,000 | $952.3K | 0.01% | −121,000−91.7% | Reduced |
| UBS Oconnor LLC | 11,000 | $952.3K | 0.03% | −54,300−83.2% | Reduced |
| Connective Portfolio Management, LLC | 11,000 | $952.3K | 1.55% | −2,000−15.4% | Reduced |
| Polianta Ltd | 11,100 | $960.0K | 0.49% | −2,400−17.8% | Reduced |
| Bouvel Investment Partners, LLC | 11,113 | $962.1K | 0.37% | +11,113 | New |
| Chesley Taft & Associates LLC | 11,184 | $968.2K | 0.05% | −670−5.7% | Reduced |
| Brinker Capital Investments, LLC | 11,274 | $976.0K | 0.01% | +4,467+65.6% | Added |
| Orion Portfolio Solutions, LLC | 11,274 | $976.0K | 0.01% | +4,467+65.6% | Added |
| Owen LaRue, LLC | 11,300 | $978.2K | 0.61% | −23,724−67.7% | Reduced |
| Guggenheim Capital LLC | 11,325 | $980.4K | 0.01% | +11,325 | New |