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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 12,355 | $1.07M | 0.02% | +5,420+78.2% | Added |
| Vontobel Holding Ltd. | 12,054 | $1.04M | 0.00% | +5,687+89.3% | Added |
| Semanteon Capital Management, LP | 12,026 | $1.04M | 0.74% | +12,026 | New |
| Cito Capital Group, LLC | 12,000 | $1.04M | 0.40% | +2,000+20.0% | Added |
| 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 |
| Arden Trust Co | 11,571 | $1.00M | 0.14% | −42−0.4% | Reduced |
| Atria Investments LLC | 11,465 | $992.5K | 0.01% | +11,465 | New |
| Finivi Inc. | 11,380 | $985.2K | 0.82% | +11,380 | New |
| Guggenheim Capital LLC | 11,325 | $980.4K | 0.01% | +11,325 | New |
| Owen LaRue, LLC | 11,300 | $978.2K | 0.61% | −23,724−67.7% | 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 |
| Chesley Taft & Associates LLC | 11,184 | $968.2K | 0.05% | −670−5.7% | Reduced |
| Bouvel Investment Partners, LLC | 11,113 | $962.1K | 0.37% | +11,113 | New |
| Polianta Ltd | 11,100 | $960.0K | 0.49% | −2,400−17.8% | Reduced |
| 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 |
| Globeflex Capital L P | 10,839 | $938.3K | 0.10% | +3,900+56.2% | Added |
| Kingswood Wealth Advisors, LLC | 10,790 | $934.1K | 0.08% | +4,713+77.6% | Added |
| New England Research & Management, Inc. | 10,700 | $926.0K | 0.44% | +10,700 | New |
| Acadian Asset Management LLC | 10,677 | $922.0K | 0.00% | +6,670+166.5% | Added |
| Oppenheimer Asset Management Inc. | 10,616 | $919.0K | 0.01% | +3,876+57.5% | Added |
| Independent Financial Group, LLC | 10,522 | $910.9K | 0.04% | +2,678+34.1% | Added |
| Convergence Investment Partners, LLC | 10,517 | $910.5K | 0.27% | +5,473+108.5% | Added |
| Maxi Investments CY Ltd | 10,500 | $909.0K | 0.20% | −6,706−39.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 10,500 | $909.0K | 0.25% | −10,500−50.0% | Reduced |
| Baldwin Investment Management, LLC | 10,469 | $906.3K | 0.12% | +600+6.1% | Added |
| Cottage Street Advisors LLC | 10,460 | $905.5K | 0.54% | +10,460 | New |
| Arete Wealth Advisors, LLC | 10,381 | $898.0K | 0.07% | +10,381 | New |
| Arlington Capital Management, Inc. | 10,299 | $891.5K | 0.77% | +7,580+278.8% | Added |
| Carl P. Sherr & Co., LLC | 10,246 | $887.0K | 0.49% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 10,189 | $882.1K | 0.00% | −1,502−12.8% | Reduced |
| Neville Rodie & Shaw Inc | 10,095 | $874.0K | 0.07% | +10,095 | New |
| Balboa Wealth Partners | 10,033 | $868.6K | 0.23% | +10,033 | New |
| Artemis Wealth Advisors, LLC | 10,000 | $865.7K | 0.15% | +10,000 | New |
| QRG Capital Management, Inc. | 10,000 | $865.7K | 0.01% | +444+4.6% | Added |
| Vident Advisory, LLC | 9,921 | $858.9K | 0.02% | +5,335+116.3% | Added |
| NVWM, LLC | 9,911 | $858.0K | 0.23% | +9,911 | New |
| Central Pacific Bank - Trust Division | 9,874 | $854.8K | 0.10% | +1,696+20.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,678 | $837.8K | 0.04% | +9,678 | New |
| TriaGen Wealth Management LLC | 9,665 | $836.7K | 0.32% | −8−0.1% | Reduced |
| Perpetual Ltd | 9,599 | $831.0K | 0.01% | −334,605−97.2% | Reduced |
| Swiss Life Asset Management Ltd | 9,571 | $828.4K | 0.01% | +9,571 | New |
| Baader Bank INC | 9,651 | $827.6K | 0.06% | −3,765−28.1% | Reduced |
| Lisanti Capital Growth, LLC | 9,525 | $824.6K | 0.20% | −2,920−23.5% | Reduced |
| Shelton Wealth Management, LLC | 9,323 | $807.1K | 0.48% | +9,323 | New |
| Mount Lucas Management LP | 9,188 | $795.4K | 0.28% | −183−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,177 | $794.5K | 0.06% | −130−1.4% | Reduced |
| Mezzasalma Advisors, LLC | 9,013 | $780.3K | 0.33% | +9,013 | New |
| Congress Asset Management Co | 9,000 | $779.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8,968 | $776.4K | 0.33% | −13,788−60.6% | Reduced |
| Bokf, NA | 8,835 | $764.8K | 0.01% | −70,541−88.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,815 | $763.1K | 0.03% | −3,483−28.3% | Reduced |
| Sit Investment Associates Inc | 8,815 | $763.0K | 0.02% | +8,815 | New |
| Pinebridge Investments, L.P. | 8,779 | $760.0K | 0.01% | −1,597−15.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,735 | $756.2K | 0.01% | +420+5.1% | Added |
| CWM Advisors, LLC | 8,663 | $750.0K | 0.09% | −2,448−22.0% | Reduced |
| Beacon Pointe Advisors, LLC | 8,629 | $747.0K | 0.01% | +5,792+204.2% | Added |
| Marex Group plc | 8,591 | $743.7K | 0.02% | −34,851−80.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,584 | $743.1K | 0.06% | +818+10.5% | Added |
| Emerald Advisers, LLC | 8,547 | $739.9K | 0.03% | +8,547 | New |
| Spire Wealth Management | 8,526 | $738.1K | 0.03% | +6,606+344.1% | Added |
| Friedenthal Financial | 8,494 | $735.3K | 0.46% | −2,390−22.0% | Reduced |
| Delap Wealth Advisory, LLC | 8,459 | $732.3K | 0.34% | +1,293+18.0% | Added |
| Chilton Investment Co LLC | 8,421 | $729.0K | 0.02% | +1,874+28.6% | Added |
| Colony Group, LLC | 8,386 | $726.0K | 0.00% | +8,386 | New |
| Wolff Wiese Magana LLC | 8,354 | $723.2K | 0.57% | +8,354 | New |
| UniSuper Management Pty Ltd | 8,300 | $718.5K | 0.01% | +3,100+59.6% | Added |
| Park Avenue Securities LLC | 8,285 | $717.0K | 0.01% | −540−6.1% | Reduced |
| Sherbrooke Park Advisers LLC | 8,280 | $716.8K | 0.13% | +983+13.5% | Added |
| Petra Financial Advisors Inc | 8,268 | $715.8K | 0.51% | +416+5.3% | Added |
| Hillsdale Investment Management Inc. | 8,180 | $708.1K | 0.06% | −3,120−27.6% | Reduced |
| Snowden Capital Advisors LLC | 8,099 | $701.1K | 0.02% | +8,099 | New |
| AustralianSuper Pty Ltd | 8,064 | $698.1K | 0.00% | +8,064 | New |
| Centiva Capital, LP | 7,743 | $670.3K | 0.03% | −2,027−20.7% | Reduced |
| Yorktown Management & Research Co Inc | 7,700 | $666.6K | 0.72% | +7,700 | New |
| Aristeia Capital LLC | 7,583 | $656.5K | 0.02% | +7,583 | New |
| Applied Finance Capital Management, LLC | 7,506 | $649.8K | 0.03% | +7,506 | New |
| Metis Global Partners, LLC | 7,452 | $645.1K | 0.02% | +2,929+64.8% | Added |
| D.A. Davidson & Co. | 7,416 | $642.0K | 0.01% | +2,126+40.2% | Added |
| J.W. Cole Advisors, Inc. | 7,336 | $635.1K | 0.03% | −1,236−14.4% | Reduced |
| RSM US Wealth Management LLC | 7,289 | $631.3K | 0.01% | +7,289 | New |
| We Are One Seven, LLC | 7,289 | $631.0K | 0.03% | +7,289 | New |
| Corebridge Financial, Inc. | 7,122 | $616.6K | 0.00% | +7,122 | New |
| Sovereign Financial Group, Inc. | 7,056 | $610.8K | 0.15% | +1,368+24.1% | Added |
| Sanders Morris Harris LLC | 7,000 | $606.0K | 0.10% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 6,964 | $602.9K | 0.10% | +6,964 | New |
| Pallas Capital Advisors LLC | 7,288 | $601.7K | 0.03% | +1,920+35.8% | Added |
| Clare Market Investments LLC | 6,945 | $601.2K | 0.17% | +6,945 | New |
| Prime Capital Investment Advisors, LLC | 6,928 | $599.8K | 0.01% | +6,928 | New |
| Wealth Effects LLC | 6,900 | $597.3K | 0.22% | +6,900 | New |
| Blair William & Co | 6,857 | $593.6K | 0.00% | +3,382+97.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6,824 | $590.8K | 7.49% | +6,824 | New |
| Quadcap Wealth Management, LLC | 6,779 | $586.9K | 0.11% | −3,133−31.6% | Reduced |
| Sax Wealth Advisors, LLC | 6,774 | $586.4K | 0.06% | +3,434+102.8% | Added |
| Richard W. Paul & Associates, LLC | 6,725 | $582.2K | 0.22% | −51−0.8% | Reduced |
| Eqis Capital Management, Inc. | 6,610 | $572.3K | 0.05% | +2,364+55.7% | Added |
| EdgeRock Capital LLC | 6,554 | $567.4K | 0.44% | 00.0% | Unchanged |