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 |
|---|---|---|---|---|---|
| Finivi Inc. | 11,380 | $985.2K | 0.82% | +11,380 | New |
| Atria Investments LLC | 11,465 | $992.5K | 0.01% | +11,465 | New |
| Arden Trust Co | 11,571 | $1.00M | 0.14% | −42−0.4% | Reduced |
| Itau Unibanco Holding S.A. | 12,000 | $1.04M | 0.04% | +12,000 | New |
| Hudson Bay Capital Management LP | 12,000 | $1.04M | 0.01% | +12,000 | New |
| Cito Capital Group, LLC | 12,000 | $1.04M | 0.40% | +2,000+20.0% | Added |
| Semanteon Capital Management, LP | 12,026 | $1.04M | 0.74% | +12,026 | New |
| Vontobel Holding Ltd. | 12,054 | $1.04M | 0.00% | +5,687+89.3% | Added |
| Jefferies Financial Group Inc. | 12,355 | $1.07M | 0.02% | +5,420+78.2% | Added |
| AXS Investments LLC | 12,500 | $1.08M | 0.30% | −500−3.8% | Reduced |
| SYSTM Wealth Solutions LLC | 12,552 | $1.09M | 0.24% | +12,552 | New |
| Redwood Investment Management, LLC | 16,169 | $1.09M | 0.09% | +8,354+106.9% | Added |
| Morse Asset Management, Inc | 12,635 | $1.09M | 0.27% | +12,635 | New |
| Nebula Research & Development LLC | 12,676 | $1.10M | 0.18% | +12,676 | New |
| J. Safra Sarasin Holding AG | 12,718 | $1.10M | 0.02% | +12,718 | New |
| CIBC Asset Management Inc | 12,770 | $1.11M | 0.00% | +3,401+36.3% | Added |
| Highview Capital Management LLC | 12,811 | $1.11M | 0.46% | +12,811 | New |
| CenterStar Asset Management, LLC | 12,855 | $1.11M | 1.67% | +12,855 | New |
| NBC Securities, Inc. | 13,013 | $1.13M | 0.10% | +3,116+31.5% | Added |
| Pitcairn Co | 13,423 | $1.16M | 0.07% | +278+2.1% | Added |
| Simon Quick Advisors, LLC | 13,431 | $1.16M | 0.08% | −2,134−13.7% | Reduced |
| Koshinski Asset Management, Inc. | 12,637 | $1.17M | 0.11% | −801−6.0% | Reduced |
| Sunbelt Securities, Inc. | 13,671 | $1.18M | 0.12% | +231+1.7% | Added |
| Arosa Capital Management LP | 14,000 | $1.21M | 0.95% | +14,000 | New |
| SeaCrest Wealth Management, LLC | 14,166 | $1.23M | 0.14% | +2,167+18.1% | Added |
| Investment Management Corp of Ontario | 14,179 | $1.23M | 0.03% | +5,067+55.6% | Added |
| Albar Capital Ltd | 14,491 | $1.25M | 0.19% | +14,491 | New |
| Concentric Capital Strategies, LP | 14,523 | $1.26M | 0.08% | +14,523 | New |
| Stephens Inc | 14,537 | $1.26M | 0.02% | +13,470+1,262.4% | Added |
| Wealthcare Advisory Partners LLC | 14,632 | $1.27M | 0.04% | +838+6.1% | Added |
| Hunting Hill Global Capital, LLC | 14,804 | $1.28M | 0.63% | 00.0% | Unchanged |
| CWM, LLC | 14,810 | $1.28M | 0.01% | +4,443+42.9% | Added |
| Callan Family Office, LLC | 14,852 | $1.29M | 0.25% | +14,852 | New |
| Cloverfields Capital Group, LP | 14,874 | $1.29M | 0.43% | −469−3.1% | Reduced |
| Wedbush Securities Inc | 14,969 | $1.30M | 0.05% | +5,429+56.9% | Added |
| Caldwell Investment Management Ltd. | 15,000 | $1.30M | 0.98% | +15,000 | New |
| Brown, Lisle/Cummings, Inc. | 15,125 | $1.31M | 0.43% | +4,800+46.5% | Added |
| Quaero Capital S.A. | 15,220 | $1.32M | 1.79% | +15,220 | New |
| GTS Securities LLC | 15,340 | $1.33M | 0.03% | −14,160−48.0% | Reduced |
| Easterly Investment Partners LLC | 15,390 | $1.33M | 0.12% | 00.0% | Unchanged |
| LGT Group Foundation | 15,446 | $1.34M | 0.02% | +15,446 | New |
| Vestcor Inc | 15,545 | $1.35M | 0.05% | −1,034−6.2% | Reduced |
| Integrated Advisors Network LLC | 15,616 | $1.35M | 0.07% | +4,551+41.1% | Added |
| Virtue Capital Management, LLC | 14,884 | $1.36M | 0.23% | +723+5.1% | Added |
| Avantax Advisory Services, Inc. | 15,684 | $1.36M | 0.01% | +6,076+63.2% | Added |
| Tower Research Capital LLC (TRC) | 15,854 | $1.37M | 0.02% | +15,566+5,404.9% | Added |
| O'Shaughnessy Asset Management, LLC | 15,857 | $1.37M | 0.01% | +4,322+37.5% | Added |
| Chicago Capital, LLC | 16,070 | $1.39M | 0.04% | +12,969+418.2% | Added |
| Harbour Capital Advisors, LLC | 16,150 | $1.40M | 0.33% | +3,975+32.6% | Added |
| Ameritas Advisory Services, LLC | 16,375 | $1.42M | 0.05% | +16,375 | New |
| E. Ohman J:or Asset Management AB | 16,600 | $1.44M | 0.04% | +1,400+9.2% | Added |
| Mercer Global Advisors Inc | 11,730 | $1.46M | 0.00% | +7,327+166.4% | Added |
| Knollwood Investment Advisory, LLC | 17,050 | $1.48M | 0.16% | +2,450+16.8% | Added |
| Great Valley Advisor Group, Inc. | 17,097 | $1.48M | 0.04% | +17,097 | New |
| O'Neil Global Advisors, Inc. | 17,524 | $1.52M | 0.71% | −100,026−85.1% | Reduced |
| Oak Harvest Investment Services | 17,680 | $1.53M | 0.24% | +17,680 | New |
| Northwestern Mutual Wealth Management Co | 17,810 | $1.54M | 0.00% | +12,546+238.3% | Added |
| Geneva Partners, LLC | 17,875 | $1.55M | 0.64% | −2,825−13.6% | Reduced |
| MYDA Advisors LLC | 18,000 | $1.56M | 0.47% | +18,000 | New |
| CI Private Wealth, LLC | 18,124 | $1.57M | 0.00% | +1,256+7.4% | Added |
| Axq Capital, LP | 18,350 | $1.59M | 0.37% | +18,350 | New |
| Icapital Wealth LLC | 18,660 | $1.62M | 0.88% | +18,660 | New |
| Sanctuary Advisors, LLC | 17,460 | $1.63M | 0.01% | +17,460 | New |
| ClariVest Asset Management LLC | 18,923 | $1.64M | 0.17% | −52−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,934 | $1.64M | 0.06% | +7,861+71.0% | Added |
| Kestra Investment Management, LLC | 19,046 | $1.65M | 0.11% | +19,046 | New |
| Penserra Capital Management LLC | 19,098 | $1.65M | 0.02% | −47,189−71.2% | Reduced |
| Assenagon Asset Management S.A. | 19,239 | $1.67M | 0.00% | +12,376+180.3% | Added |
| Nicholas Investment Partners, LP | 19,309 | $1.67M | 0.17% | −7,604−28.3% | Reduced |
| HighPoint Advisor Group LLC | 22,940 | $1.68M | 0.10% | +4,078+21.6% | Added |
| Apeiron Capital Ltd | 19,400 | $1.68M | 0.59% | +19,400 | New |
| Hanseatic Management Services Inc | 19,401 | $1.68M | 2.52% | −523−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 19,414 | $1.68M | 0.03% | +19,414 | New |
| Simplicity Wealth,LLC | 19,437 | $1.68M | 0.04% | +233+1.2% | Added |
| Bleakley Financial Group, LLC | 19,437 | $1.68M | 0.05% | +233+1.2% | Added |
| Insight Holdings Group, LLC | 19,500 | $1.69M | 0.06% | +3,200+19.6% | Added |
| Donoghue Forlines LLC | 19,520 | $1.69M | 0.48% | −8,598−30.6% | Reduced |
| CIBC World Markets Corp | 19,567 | $1.69M | 0.01% | +4,731+31.9% | Added |
| CIBC Private Wealth Group, LLC | 18,394 | $1.70M | 0.00% | −2,946−13.8% | Reduced |
| Old West Investment Management, LLC | 19,689 | $1.70M | 0.75% | +3,808+24.0% | Added |
| Alerus Financial NA | 19,705 | $1.71M | 0.13% | +19,705 | New |
| First Hawaiian Bank | 19,817 | $1.72M | 0.06% | +19,817 | New |
| GYL Financial Synergies, LLC | 19,911 | $1.72M | 0.13% | +17,181+629.3% | Added |
| Cookson Peirce & Co Inc | 19,955 | $1.73M | 0.08% | −29,769−59.9% | Reduced |
| Cresset Asset Management, LLC | 19,969 | $1.73M | 0.01% | +1,228+6.6% | Added |
| New Age Alpha Advisors, LLC | 20,000 | $1.73M | 0.96% | +20,000 | New |
| Principal Street Partners, LLC | 20,138 | $1.74M | 0.31% | +37+0.2% | Added |
| Regions Financial Corp | 20,417 | $1.77M | 0.01% | −3,931−16.1% | Reduced |
| Advisors Asset Management, Inc. | 20,841 | $1.80M | 0.04% | −566−2.6% | Reduced |
| 1858 Wealth Management, LLC | 20,875 | $1.81M | 1.50% | +4,364+26.4% | Added |
| Commerce Bank | 20,885 | $1.81M | 0.01% | +1,615+8.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,054 | $1.82M | 0.00% | +13,004+161.5% | Added |
| Rowland & Co Investment Counsel | 21,196 | $1.84M | 0.40% | −570−2.6% | Reduced |
| Freemont Management S.A. | 21,200 | $1.84M | 1.06% | −104,700−83.2% | Reduced |
| Banque Cantonale Vaudoise | 21,335 | $1.85M | 0.07% | −6,423−23.1% | Reduced |
| Kestra Advisory Services, LLC | 21,497 | $1.86M | 0.01% | +4,691+27.9% | Added |
| Symmetry Partners, LLC | 21,972 | $1.90M | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 22,407 | $1.91M | 0.04% | +2,897+14.8% | Added |
| L & S Advisors Inc | 22,113 | $1.91M | 0.22% | −8,425−27.6% | Reduced |
| Bayesian Capital Management, LP | 22,289 | $1.93M | 0.22% | +16,700+298.8% | Added |