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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 23,014 | $1.99M | 0.01% | +15,284+197.7% | Added |
| Westpac Banking Corp | 22,920 | $1.98M | 0.16% | −10,683−31.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 22,786 | $1.97M | 0.59% | +22,776+227,760.0% | Added |
| Illinois Municipal Retirement Fund | 22,718 | $1.97M | 0.03% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 22,458 | $1.94M | 1.15% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 22,425 | $1.94M | 0.20% | −250−1.1% | Reduced |
| Prudential PLC | 22,413 | $1.94M | 0.01% | +18,749+511.7% | Added |
| Entropy Technologies, LP | 22,360 | $1.94M | 0.21% | −64,050−74.1% | Reduced |
| Scotia Capital Inc. | 22,321 | $1.93M | 0.01% | +3,619+19.4% | Added |
| Bayesian Capital Management, LP | 22,289 | $1.93M | 0.22% | +16,700+298.8% | Added |
| L & S Advisors Inc | 22,113 | $1.91M | 0.22% | −8,425−27.6% | Reduced |
| JustInvest LLC | 22,407 | $1.91M | 0.04% | +2,897+14.8% | Added |
| Symmetry Partners, LLC | 21,972 | $1.90M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,497 | $1.86M | 0.01% | +4,691+27.9% | Added |
| Banque Cantonale Vaudoise | 21,335 | $1.85M | 0.07% | −6,423−23.1% | Reduced |
| Freemont Management S.A. | 21,200 | $1.84M | 1.06% | −104,700−83.2% | Reduced |
| Rowland & Co Investment Counsel | 21,196 | $1.84M | 0.40% | −570−2.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,054 | $1.82M | 0.00% | +13,004+161.5% | Added |
| Commerce Bank | 20,885 | $1.81M | 0.01% | +1,615+8.4% | Added |
| 1858 Wealth Management, LLC | 20,875 | $1.81M | 1.50% | +4,364+26.4% | Added |
| Advisors Asset Management, Inc. | 20,841 | $1.80M | 0.04% | −566−2.6% | Reduced |
| Regions Financial Corp | 20,417 | $1.77M | 0.01% | −3,931−16.1% | Reduced |
| Principal Street Partners, LLC | 20,138 | $1.74M | 0.31% | +37+0.2% | Added |
| New Age Alpha Advisors, LLC | 20,000 | $1.73M | 0.96% | +20,000 | New |
| Cresset Asset Management, LLC | 19,969 | $1.73M | 0.01% | +1,228+6.6% | Added |
| Cookson Peirce & Co Inc | 19,955 | $1.73M | 0.08% | −29,769−59.9% | Reduced |
| GYL Financial Synergies, LLC | 19,911 | $1.72M | 0.13% | +17,181+629.3% | Added |
| First Hawaiian Bank | 19,817 | $1.72M | 0.06% | +19,817 | New |
| Alerus Financial NA | 19,705 | $1.71M | 0.13% | +19,705 | New |
| Old West Investment Management, LLC | 19,689 | $1.70M | 0.75% | +3,808+24.0% | Added |
| CIBC Private Wealth Group, LLC | 18,394 | $1.70M | 0.00% | −2,946−13.8% | Reduced |
| CIBC World Markets Corp | 19,567 | $1.69M | 0.01% | +4,731+31.9% | Added |
| Donoghue Forlines LLC | 19,520 | $1.69M | 0.48% | −8,598−30.6% | Reduced |
| Insight Holdings Group, LLC | 19,500 | $1.69M | 0.06% | +3,200+19.6% | Added |
| 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 |
| Thompson Siegel & Walmsley LLC | 19,414 | $1.68M | 0.03% | +19,414 | New |
| Hanseatic Management Services Inc | 19,401 | $1.68M | 2.52% | −523−2.6% | Reduced |
| Apeiron Capital Ltd | 19,400 | $1.68M | 0.59% | +19,400 | New |
| HighPoint Advisor Group LLC | 22,940 | $1.68M | 0.10% | +4,078+21.6% | Added |
| Nicholas Investment Partners, LP | 19,309 | $1.67M | 0.17% | −7,604−28.3% | Reduced |
| Assenagon Asset Management S.A. | 19,239 | $1.67M | 0.00% | +12,376+180.3% | Added |
| Penserra Capital Management LLC | 19,098 | $1.65M | 0.02% | −47,189−71.2% | Reduced |
| Kestra Investment Management, LLC | 19,046 | $1.65M | 0.11% | +19,046 | New |
| U.S. Capital Wealth Advisors, LLC | 18,934 | $1.64M | 0.06% | +7,861+71.0% | Added |
| ClariVest Asset Management LLC | 18,923 | $1.64M | 0.17% | −52−0.3% | Reduced |
| Sanctuary Advisors, LLC | 17,460 | $1.63M | 0.01% | +17,460 | New |
| Icapital Wealth LLC | 18,660 | $1.62M | 0.88% | +18,660 | New |
| Axq Capital, LP | 18,350 | $1.59M | 0.37% | +18,350 | New |
| CI Private Wealth, LLC | 18,124 | $1.57M | 0.00% | +1,256+7.4% | Added |
| MYDA Advisors LLC | 18,000 | $1.56M | 0.47% | +18,000 | New |
| Geneva Partners, LLC | 17,875 | $1.55M | 0.64% | −2,825−13.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,810 | $1.54M | 0.00% | +12,546+238.3% | Added |
| Oak Harvest Investment Services | 17,680 | $1.53M | 0.24% | +17,680 | New |
| O'Neil Global Advisors, Inc. | 17,524 | $1.52M | 0.71% | −100,026−85.1% | Reduced |
| Great Valley Advisor Group, Inc. | 17,097 | $1.48M | 0.04% | +17,097 | New |
| Knollwood Investment Advisory, LLC | 17,050 | $1.48M | 0.16% | +2,450+16.8% | Added |
| Mercer Global Advisors Inc | 11,730 | $1.46M | 0.00% | +7,327+166.4% | Added |
| E. Ohman J:or Asset Management AB | 16,600 | $1.44M | 0.04% | +1,400+9.2% | Added |
| Ameritas Advisory Services, LLC | 16,375 | $1.42M | 0.05% | +16,375 | New |
| Harbour Capital Advisors, LLC | 16,150 | $1.40M | 0.33% | +3,975+32.6% | Added |
| Chicago Capital, LLC | 16,070 | $1.39M | 0.04% | +12,969+418.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,857 | $1.37M | 0.01% | +4,322+37.5% | Added |
| Tower Research Capital LLC (TRC) | 15,854 | $1.37M | 0.02% | +15,566+5,404.9% | Added |
| Avantax Advisory Services, Inc. | 15,684 | $1.36M | 0.01% | +6,076+63.2% | Added |
| Virtue Capital Management, LLC | 14,884 | $1.36M | 0.23% | +723+5.1% | Added |
| Integrated Advisors Network LLC | 15,616 | $1.35M | 0.07% | +4,551+41.1% | Added |
| Vestcor Inc | 15,545 | $1.35M | 0.05% | −1,034−6.2% | Reduced |
| LGT Group Foundation | 15,446 | $1.34M | 0.02% | +15,446 | New |
| Easterly Investment Partners LLC | 15,390 | $1.33M | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 15,340 | $1.33M | 0.03% | −14,160−48.0% | Reduced |
| Quaero Capital S.A. | 15,220 | $1.32M | 1.79% | +15,220 | New |
| Brown, Lisle/Cummings, Inc. | 15,125 | $1.31M | 0.43% | +4,800+46.5% | Added |
| Caldwell Investment Management Ltd. | 15,000 | $1.30M | 0.98% | +15,000 | New |
| Wedbush Securities Inc | 14,969 | $1.30M | 0.05% | +5,429+56.9% | Added |
| Cloverfields Capital Group, LP | 14,874 | $1.29M | 0.43% | −469−3.1% | Reduced |
| Callan Family Office, LLC | 14,852 | $1.29M | 0.25% | +14,852 | New |
| CWM, LLC | 14,810 | $1.28M | 0.01% | +4,443+42.9% | Added |
| Hunting Hill Global Capital, LLC | 14,804 | $1.28M | 0.63% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 14,632 | $1.27M | 0.04% | +838+6.1% | Added |
| Stephens Inc | 14,537 | $1.26M | 0.02% | +13,470+1,262.4% | Added |
| Concentric Capital Strategies, LP | 14,523 | $1.26M | 0.08% | +14,523 | New |
| Albar Capital Ltd | 14,491 | $1.25M | 0.19% | +14,491 | New |
| Investment Management Corp of Ontario | 14,179 | $1.23M | 0.03% | +5,067+55.6% | Added |
| SeaCrest Wealth Management, LLC | 14,166 | $1.23M | 0.14% | +2,167+18.1% | Added |
| Arosa Capital Management LP | 14,000 | $1.21M | 0.95% | +14,000 | New |
| Sunbelt Securities, Inc. | 13,671 | $1.18M | 0.12% | +231+1.7% | Added |
| Koshinski Asset Management, Inc. | 12,637 | $1.17M | 0.11% | −801−6.0% | Reduced |
| Simon Quick Advisors, LLC | 13,431 | $1.16M | 0.08% | −2,134−13.7% | Reduced |
| Pitcairn Co | 13,423 | $1.16M | 0.07% | +278+2.1% | Added |
| NBC Securities, Inc. | 13,013 | $1.13M | 0.10% | +3,116+31.5% | Added |
| CenterStar Asset Management, LLC | 12,855 | $1.11M | 1.67% | +12,855 | New |
| Highview Capital Management LLC | 12,811 | $1.11M | 0.46% | +12,811 | New |
| CIBC Asset Management Inc | 12,770 | $1.11M | 0.00% | +3,401+36.3% | Added |
| J. Safra Sarasin Holding AG | 12,718 | $1.10M | 0.02% | +12,718 | New |
| Nebula Research & Development LLC | 12,676 | $1.10M | 0.18% | +12,676 | New |
| Morse Asset Management, Inc | 12,635 | $1.09M | 0.27% | +12,635 | New |
| Redwood Investment Management, LLC | 16,169 | $1.09M | 0.09% | +8,354+106.9% | Added |
| SYSTM Wealth Solutions LLC | 12,552 | $1.09M | 0.24% | +12,552 | New |
| AXS Investments LLC | 12,500 | $1.08M | 0.30% | −500−3.8% | Reduced |