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 |
|---|---|---|---|---|---|
| Bayberry Capital Partners LP | 48,000 | $4.16M | 1.05% | +48,000 | New |
| Flputnam Investment Management Co | 47,812 | $4.14M | 0.08% | +47,812 | New |
| Vinva Investment Management Ltd | 47,471 | $4.12M | 0.21% | +25,967+120.8% | Added |
| Baker Avenue Asset Management, LP | 47,627 | $4.12M | 0.14% | −29,074−37.9% | Reduced |
| Savant Capital, LLC | 47,338 | $4.10M | 0.04% | +985+2.1% | Added |
| Bridgewater Associates, LP | 47,221 | $4.09M | 0.02% | −60,217−56.0% | Reduced |
| Daiwa Securities Group Inc. | 47,100 | $4.08M | 0.02% | +21,400+83.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,016 | $4.07M | 0.02% | +25,266+116.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 46,886 | $4.06M | 2.12% | −52,676−52.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 46,488 | $4.02M | 0.16% | −1,005−2.1% | Reduced |
| Mariner, LLC | 45,993 | $3.98M | 0.01% | +14,390+45.5% | Added |
| ExodusPoint Capital Management, LP | 45,987 | $3.98M | 0.04% | −24,493−34.8% | Reduced |
| FIL Ltd | 45,398 | $3.93M | 0.00% | +45,252+30,994.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,316 | $3.92M | 0.01% | +26,491+140.7% | Added |
| Avalon Global Asset Management LLC | 45,000 | $3.90M | 1.16% | +20,000+80.0% | Added |
| Captrust Financial Advisors | 44,972 | $3.89M | 0.01% | −15,517−25.7% | Reduced |
| Candelo Capital Management LP | 44,875 | $3.88M | 2.88% | −29,200−39.4% | Reduced |
| Calamos Advisors LLC | 44,821 | $3.88M | 0.02% | −166,945−78.8% | Reduced |
| MBB Public Markets I LLC | 44,577 | $3.86M | 0.08% | +44,577 | New |
| AXA S.A. | 43,581 | $3.77M | 0.01% | −17,837−29.0% | Reduced |
| Brant Point Investment Management LLC | 43,000 | $3.72M | 0.87% | +3,000+7.5% | Added |
| Next Century Growth Investors LLC | 42,945 | $3.72M | 0.31% | +5,886+15.9% | Added |
| Aubrey Capital Management Ltd | 49,000 | $3.69M | 1.47% | −12,900−20.8% | Reduced |
| Nissay Asset Management Corp | 42,481 | $3.68M | 0.02% | +837+2.0% | Added |
| EAM Investors, LLC | 42,321 | $3.66M | 0.60% | −10,185−19.4% | Reduced |
| Thor Investment Management Inc | 42,223 | $3.66M | 2.87% | −1,877−4.3% | Reduced |
| Jennison Associates LLC | 42,109 | $3.65M | 0.00% | +10,342+32.6% | Added |
| Credit Agricole S A | 41,828 | $3.62M | 0.02% | +22,180+112.9% | Added |
| Edgestream Partners, L.P. | 41,291 | $3.57M | 0.17% | +41,291 | New |
| Hollow Brook Wealth Management LLC | 41,255 | $3.57M | 1.21% | −22,462−35.3% | Reduced |
| Independent Advisor Alliance | 40,317 | $3.49M | 0.12% | +40,317 | New |
| Wealth High Governance Capital Ltda | 40,000 | $3.46M | 0.86% | −10,000−20.0% | Reduced |
| Ethic Inc. | 39,738 | $3.44M | 0.08% | +315+0.8% | Added |
| Utah Retirement Systems | 39,000 | $3.38M | 0.04% | 00.0% | Unchanged |
| Numerai GP LLC | 38,905 | $3.37M | 1.22% | +5,261+15.6% | Added |
| Oak Grove Capital LLC | 38,455 | $3.33M | 0.85% | +38,455 | New |
| Umb Bank N A | 38,262 | $3.31M | 0.05% | +38,262 | New |
| Woodline Partners LP | 38,225 | $3.31M | 0.03% | +38,225 | New |
| Tocqueville Asset Management L.P. | 37,395 | $3.24M | 0.05% | +27,395+274.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 37,390 | $3.24M | 0.67% | +19,290+106.6% | Added |
| Cyndeo Wealth Partners, LLC | 37,238 | $3.22M | 0.25% | −1,288−3.3% | Reduced |
| 1832 Asset Management L.P. | 37,125 | $3.21M | 0.01% | −37,375−50.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 36,950 | $3.20M | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,866 | $3.19M | 0.02% | +7,163+24.1% | Added |
| Public Employees Retirement Association of Colorado | 36,842 | $3.19M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 36,277 | $3.14M | 0.00% | +2,004+5.8% | Added |
| Dana Investment Advisors, Inc. | 35,988 | $3.12M | 0.11% | −10,170−22.0% | Reduced |
| Cerity Partners LLC | 35,643 | $3.09M | 0.01% | +6,110+20.7% | Added |
| Wakefield Asset Management LLLP | 35,548 | $3.08M | 1.08% | −8,571−19.4% | Reduced |
| Varma Mutual Pension Insurance Co | 35,000 | $3.03M | 0.02% | +35,000 | New |
| Garrison Asset Management, LLC | 34,969 | $3.03M | 1.59% | −146−0.4% | Reduced |
| Wealthfront Advisers LLC | 34,947 | $3.03M | 0.01% | +34,947 | New |
| Toronto Dominion Bank | 34,371 | $2.98M | 0.00% | −2,932−7.9% | Reduced |
| HighTower Advisors, LLC | 34,344 | $2.97M | 0.00% | +20,787+153.3% | Added |
| Strategic Global Advisors, LLC | 34,001 | $2.94M | 0.62% | +34,001 | New |
| M&T Bank Corp | 33,719 | $2.92M | 0.01% | +1,111+3.4% | Added |
| Intech Investment Management LLC | 32,898 | $2.85M | 0.04% | +13,784+72.1% | Added |
| Kovack Advisors, Inc. | 32,054 | $2.77M | 0.31% | +26,288+455.9% | Added |
| Dynamic Technology Lab Private Ltd | 32,012 | $2.77M | 0.31% | +22,895+251.1% | Added |
| Chartwell Investment Partners, LLC | 31,747 | $2.75M | 0.10% | +5,806+22.4% | Added |
| Truist Financial Corp | 31,748 | $2.75M | 0.00% | −24,396−43.5% | Reduced |
| EFG Asset Management (North America) Corp. | 31,707 | $2.74M | 0.47% | +9,341+41.8% | Added |
| Qsemble Capital Management, LP | 31,382 | $2.72M | 0.52% | +19,879+172.8% | Added |
| Principal Financial Group Inc | 31,208 | $2.70M | 0.00% | +1,789+6.1% | Added |
| Elo Mutual Pension Insurance Co | 30,941 | $2.68M | 0.06% | −2,169−6.6% | Reduced |
| Manufacturers Life Insurance Company, The | 30,523 | $2.64M | 0.00% | +10,884+55.4% | Added |
| PEAK6 Investments LLC | 30,331 | $2.63M | 0.12% | +30,331 | New |
| Merrion Investment Management Co, LLC | 30,200 | $2.61M | 1.80% | +200+0.7% | Added |
| Blue Door Asset Management, LLC | 30,099 | $2.61M | 1.77% | −53,100−63.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,815 | $2.58M | 0.03% | −17−0.1% | Reduced |
| Leeward Financial Partners, LLC | 29,723 | $2.57M | 1.04% | +29,723 | New |
| Gulf International Bank (UK) Ltd | 29,167 | $2.52M | 0.06% | −4,935−14.5% | Reduced |
| Jade Capital Advisors, LLC | 28,985 | $2.51M | 1.77% | +28,985 | New |
| Strategic Blueprint, LLC | 28,754 | $2.49M | 0.17% | +28,754 | New |
| EFG Asset Management (Americas) Corp. | 28,522 | $2.47M | 0.48% | +16,376+134.8% | Added |
| Thrivent Financial for Lutherans | 28,460 | $2.46M | 0.00% | −16,916−37.3% | Reduced |
| Williamson Legacy Group, LLC | 28,457 | $2.46M | 1.83% | −5,582−16.4% | Reduced |
| Bank of Hawaii | 28,422 | $2.46M | 0.11% | −757−2.6% | Reduced |
| Abn Amro Investment Solutions | 28,182 | $2.44M | 0.04% | −10,066−26.3% | Reduced |
| Teza Capital Management LLC | 28,068 | $2.43M | 0.30% | +17,223+158.8% | Added |
| Maryland State Retirement & Pension System | 27,895 | $2.41M | 0.04% | +969+3.6% | Added |
| Nordea Investment Management AB | 27,406 | $2.40M | 0.00% | +1,552+6.0% | Added |
| MML Investors Services, LLC | 26,760 | $2.32M | 0.01% | −6,438−19.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 26,624 | $2.30M | 0.03% | +21,805+452.5% | Added |
| Nisa Investment Advisors, LLC | 26,100 | $2.26M | 0.01% | −23,900−47.8% | Reduced |
| New York State Teachers Retirement System | 26,091 | $2.26M | 0.00% | −5,249−16.7% | Reduced |
| Bowen Hanes & Co Inc | 25,500 | $2.21M | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 25,462 | $2.20M | 0.00% | +6,290+32.8% | Added |
| Natixis | 25,187 | $2.18M | 0.01% | −9,313−27.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,086 | $2.17M | 0.01% | −7,398−22.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 25,041 | $2.17M | 0.04% | −870−3.4% | Reduced |
| Scopus Asset Management, L.P. | 25,000 | $2.16M | 0.07% | −40,000−61.5% | Reduced |
| Ontario Teachers Pension Plan Board | 24,762 | $2.14M | 0.02% | +8,519+52.4% | Added |
| Macquarie Group Ltd | 24,588 | $2.13M | 0.00% | −11,874−32.6% | Reduced |
| Amalgamated Bank | 24,195 | $2.10M | 0.02% | +3,734+18.2% | Added |
| KCM Investment Advisors LLC | 24,135 | $2.09M | 0.07% | +6,540+37.2% | Added |
| Plato Investment Management Ltd | 24,093 | $2.09M | 0.19% | −99−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 24,031 | $2.08M | 0.02% | −3,111−11.5% | Reduced |
| Parsons Capital Management Inc | 23,649 | $2.05M | 0.14% | −7,734−24.6% | Reduced |
| Estate Counselors, LLC | 23,290 | $2.02M | 0.22% | −160−0.7% | Reduced |