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 |
|---|---|---|---|---|---|
| American Trust | 6,451 | $558.5K | 0.05% | −1,278−16.5% | Reduced |
| Ionic Capital Management LLC | 6,354 | $550.1K | 0.29% | +6,354 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,200 | $535.9K | 0.04% | +5,400+675.0% | Added |
| GLOBALT Investments LLC | 6,157 | $533.0K | 0.02% | +6,157 | New |
| Gamco Investors, Inc. Et Al | 6,000 | $519.4K | 0.01% | +6,000 | New |
| TT International Asset Management LTD | 5,918 | $512.0K | 0.07% | +5,918 | New |
| United Capital Financial Advisers, LLC | 5,857 | $507.1K | 0.00% | −190−3.1% | Reduced |
| Harbert Fund Advisors, Inc. | 5,850 | $506.4K | 0.41% | +5,850 | New |
| Tradition Wealth Management, LLC | 5,776 | $500.0K | 0.05% | +5,776 | New |
| Churchill Management Corp | 5,765 | $499.1K | 0.01% | +5,765 | New |
| Apollon Wealth Management, LLC | 5,759 | $498.6K | 0.02% | +5,759 | New |
| WealthPLAN Partners, LLC | 5,758 | $498.5K | 0.05% | +698+13.8% | Added |
| FWL Investment Management, LLC | 5,714 | $494.7K | 0.25% | +298+5.5% | Added |
| Dynasty Wealth Management, LLC | 5,671 | $490.9K | 0.01% | −2,123−27.2% | Reduced |
| Moors & Cabot, Inc. | 5,625 | $487.0K | 0.03% | +1,060+23.2% | Added |
| Signaturefd, LLC | 5,610 | $485.7K | 0.01% | +901+19.1% | Added |
| Smith Group Asset Management, LLC | 5,590 | $483.9K | 0.04% | −960−14.7% | Reduced |
| Sigma Planning Corp | 5,534 | $479.1K | 0.02% | −21,183−79.3% | Reduced |
| Blueshift Asset Management, LLC | 5,521 | $478.0K | 0.16% | +5,521 | New |
| Horizon Investment Services, LLC | 5,502 | $476.3K | 0.22% | −1,416−20.5% | Reduced |
| IAM Advisory, LLC | 5,482 | $474.6K | 0.13% | +5,482 | New |
| National Bank of Canada | 5,487 | $474.6K | 0.00% | −52,223−90.5% | Reduced |
| National Asset Management, Inc. | 5,481 | $474.5K | 0.01% | +5,481 | New |
| Machina Capital S.A.S. | 5,418 | $469.0K | 0.21% | +5,418 | New |
| C M Bidwell & Associates Ltd | 5,413 | $468.6K | 0.31% | −12−0.2% | Reduced |
| Golden State Equity Partners | 5,352 | $463.3K | 0.10% | +5,352 | New |
| Menard Financial Group LLC | 5,277 | $456.8K | 0.33% | +820+18.4% | Added |
| Nkcfo LLC | 5,200 | $450.0K | 0.25% | −2,300−30.7% | Reduced |
| Hantz Financial Services, Inc. | 5,172 | $448.0K | 0.01% | −330−6.0% | Reduced |
| Empowered Funds, LLC | 5,163 | $447.0K | 0.01% | +612+13.4% | Added |
| Diversified Trust Co | 5,163 | $447.0K | 0.01% | −2,982−36.6% | Reduced |
| Alps Advisors Inc | 5,159 | $446.6K | 0.00% | −31−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 5,137 | $444.7K | 0.02% | +5,137 | New |
| TD Waterhouse Canada Inc. | 5,106 | $443.0K | 0.00% | −40,885−88.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,116 | $442.9K | 0.01% | +5,116 | New |
| Element Pointe Advisors, LLC | 5,089 | $440.6K | 0.11% | +5,089 | New |
| First Citizens Bank & Trust Co | 5,056 | $437.7K | 0.01% | +5,056 | New |
| Level Four Advisory Services, LLC | 5,015 | $434.1K | 0.02% | −8,275−62.3% | Reduced |
| Rakuten Investment Management, Inc. | 4,991 | $433.6K | 0.00% | +1,855+59.2% | Added |
| Green Square Capital Advisors LLC | 5,000 | $432.9K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,919 | $425.8K | 0.03% | +305+6.6% | Added |
| Venturi Wealth Management, LLC | 4,872 | $421.8K | 0.02% | −4,868−50.0% | Reduced |
| Change Path, LLC | 4,859 | $420.0K | 0.02% | +4,859 | New |
| Yousif Capital Management, LLC | 4,798 | $415.4K | 0.00% | +854+21.7% | Added |
| Delta Investment Management, LLC | 4,736 | $410.0K | 0.09% | +4,736 | New |
| AlTi Global, Inc. | 4,700 | $406.9K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 4,675 | $404.7K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,666 | $403.9K | 0.01% | +652+16.2% | Added |
| Precision Wealth Strategies, LLC | 4,606 | $398.7K | 0.41% | −2,317−33.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $398.2K | 0.07% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 4,550 | $393.9K | 0.34% | −1,000−18.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,504 | $389.9K | 0.01% | +1,739+62.9% | Added |
| TownSquare Capital, LLC | 4,348 | $376.4K | 0.01% | +4,348 | New |
| Sequoia Financial Advisors, LLC | 4,333 | $375.1K | 0.00% | +4,333 | New |
| Yeomans Consulting Group, Inc. | 4,319 | $373.9K | 0.14% | −2,833−39.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,318 | $373.8K | 0.00% | +4,318 | New |
| SageView Advisory Group, LLC | 4,313 | $373.4K | 0.02% | +4,313 | New |
| Gries Financial LLC | 4,267 | $369.4K | 0.08% | +22+0.5% | Added |
| Kestra Private Wealth Services, LLC | 4,255 | $368.3K | 0.01% | +1,498+54.3% | Added |
| Cynosure Management, LLC | 4,180 | $361.9K | 0.06% | +4,180 | New |
| Oak Ridge Investments LLC | 4,169 | $360.9K | 0.03% | +4,169 | New |
| Cahill Financial Advisors Inc | 4,124 | $357.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,117 | $356.4K | 0.03% | +4,117 | New |
| MONECO Advisors, LLC | 4,084 | $353.6K | 0.05% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 4,000 | $346.3K | 0.20% | +4,000 | New |
| Winton Group Ltd | 3,984 | $344.9K | 0.02% | −14,015−77.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,960 | $342.8K | 0.24% | +3,960 | New |
| Cantor Fitzgerald, L. P. | 3,940 | $341.1K | 0.07% | −5,260−57.2% | Reduced |
| Keybank National Association | 3,930 | $340.2K | 0.00% | +413+11.7% | Added |
| NorthCrest Asset Manangement, LLC | 3,922 | $339.5K | 0.01% | +62+1.6% | Added |
| Farther Finance Advisors, LLC | 3,909 | $338.8K | 0.02% | +1,800+85.3% | Added |
| Prospera Financial Services Inc | 3,912 | $338.6K | 0.01% | +3,912 | New |
| Darwin Advisors, LLC | 3,898 | $337.4K | 0.17% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 3,829 | $332.3K | 0.01% | +1,329+53.2% | Added |
| MWA Asset Management | 3,832 | $331.7K | 0.24% | +3,832 | New |
| Formidable Asset Management, LLC | 3,828 | $331.4K | 0.05% | +3,828 | New |
| Cigna Investments Inc | 3,805 | $329.0K | 0.06% | +80+2.1% | Added |
| Creative Financial Designs Inc | 3,790 | $328.1K | 0.03% | +3,365+791.8% | Added |
| Equitable Holdings, Inc. | 3,754 | $325.0K | 0.00% | +3,754 | New |
| Kingsview Wealth Management, LLC | 3,744 | $324.1K | 0.01% | +3,744 | New |
| Liberty Wealth Management LLC | 3,756 | $324.0K | 0.06% | +3,756 | New |
| EntryPoint Capital, LLC | 3,735 | $323.3K | 0.15% | +1,903+103.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,722 | $322.2K | 0.00% | +717+23.9% | Added |
| Prestige Wealth Management Group LLC | 3,688 | $319.3K | 0.07% | +3,688 | New |
| Arlington Financial Advisors, LLC | 3,650 | $316.0K | 0.07% | +3,650 | New |
| First Horizon Advisors, Inc. | 3,638 | $314.9K | 0.01% | +511+16.3% | Added |
| Ostrum Asset Management | 3,630 | $314.2K | 0.03% | −283−7.2% | Reduced |
| Wexford Capital LP | 3,578 | $309.7K | 0.08% | +3,578 | New |
| Spirit of America Management Corp | 3,550 | $307.3K | 0.06% | +3,550 | New |
| Fort Sheridan Advisors LLC | 3,525 | $305.2K | 0.05% | +3,525 | New |
| Hummer Financial Advisory Services Inc | 3,500 | $303.0K | 0.26% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,494 | $302.5K | 0.02% | +6+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 3,489 | $302.0K | 0.01% | +3,489 | New |
| ClearAlpha Technologies LP | 3,454 | $299.0K | 0.12% | +3,454 | New |
| Warren Averett Asset Management, LLC | 3,397 | $294.1K | 0.01% | +3,397 | New |
| Bridgefront Capital, LLC | 3,339 | $289.1K | 0.12% | +3,339 | New |
| Prosperity Wealth Management, Inc. | 3,312 | $286.7K | 0.14% | +273+9.0% | Added |
| Graham Capital Management, L.P. | 3,300 | $285.7K | 0.01% | +3,300 | New |
| Steel Peak Wealth Management LLC | 3,289 | $284.7K | 0.01% | +3,289 | New |
| Merit Financial Group, LLC | 3,284 | $284.3K | 0.01% | +3,284 | New |