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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 3,261 | $282.3K | 0.02% | +3,261 | New |
| Lido Advisors, LLC | 3,238 | $280.3K | 0.00% | +549+20.4% | Added |
| Mission Wealth Management, LP | 3,200 | $277.1K | 0.01% | +3,200 | New |
| Hudock, Inc. | 3,176 | $275.0K | 0.05% | +3,176 | New |
| Systematic Portfolios LLC | 3,171 | $274.5K | 1.91% | −4,492−58.6% | Reduced |
| Mutual Advisors, LLC | 3,512 | $274.0K | 0.01% | +3,512 | New |
| Quantum Private Wealth, LLC | 3,122 | $270.3K | 0.10% | +3,122 | New |
| Jones Financial Companies LLLP | 3,110 | $269.2K | 0.00% | +3,110 | New |
| Greenland Capital Management LP | 3,086 | $267.2K | 0.06% | +3,086 | New |
| Valmark Advisers, Inc. | 3,075 | $266.2K | 0.00% | +3,075 | New |
| Ieq Capital, LLC | 3,074 | $266.1K | 0.00% | +3,074 | New |
| Gen-Wealth Partners Inc | 3,072 | $265.9K | 0.13% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,000 | $259.7K | 0.45% | +3,000 | New |
| Sandy Spring Bank | 2,992 | $259.0K | 0.01% | +2,797+1,434.4% | Added |
| EP Wealth Advisors, LLC | 2,984 | $258.3K | 0.00% | +2,984 | New |
| Independence Bank of Kentucky | 2,970 | $257.1K | 0.07% | +1,820+158.3% | Added |
| Claro Advisors LLC | 2,958 | $256.1K | 0.04% | +2,958 | New |
| Davenport & Co LLC | 2,939 | $254.4K | 0.00% | +2,939 | New |
| ASB Consultores, LLC | 2,922 | $253.0K | 0.09% | −4,427−60.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,900 | $251.1K | 0.01% | +2,900 | New |
| JBR Co Financial Management Inc | 2,897 | $250.8K | 0.18% | +2,897 | New |
| Vise Technologies, Inc. | 2,879 | $249.2K | 0.04% | +57+2.0% | Added |
| Natixis Investment Managers International | 2,860 | $247.6K | 0.02% | −1,840−39.1% | Reduced |
| Almanack Investment Partners, LLC. | 2,827 | $244.7K | 0.04% | +2,827 | New |
| Wetherby Asset Management Inc | 2,814 | $243.6K | 0.01% | +2,814 | New |
| Cadent Capital Advisors, LLC | 2,800 | $242.4K | 0.10% | +2,800 | New |
| Crossmark Global Holdings, Inc. | 2,794 | $241.0K | 0.00% | −37−1.3% | Reduced |
| Optas, LLC | 2,783 | $240.9K | 0.06% | −100−3.5% | Reduced |
| Veriti Management LLC | 2,774 | $240.1K | 0.01% | +2,774 | New |
| Insight Wealth Partners, LLC | 2,773 | $240.1K | 0.16% | +2,773 | New |
| Optimist Retirement Group LLC | 2,753 | $238.3K | 0.13% | +8+0.3% | Added |
| Meeder Asset Management Inc | 2,747 | $237.8K | 0.02% | +2,689+4,636.2% | Added |
| Bridges Investment Management Inc | 2,685 | $232.4K | 0.00% | +2,685 | New |
| FDx Advisors, Inc. | 2,685 | $232.0K | 0.06% | −235−8.0% | Reduced |
| Capstone Investment Advisors, LLC | 2,662 | $230.4K | 0.01% | −4,697−63.8% | Reduced |
| Private Capital Advisors, Inc. | 2,648 | $229.0K | 0.03% | +2,648 | New |
| Qtron Investments LLC | 2,616 | $226.5K | 0.03% | +2,616 | New |
| Raymond James Trust N.A. | 2,615 | $226.4K | 0.01% | +2,615 | New |
| Stephenson National Bank & Trust | 2,612 | $226.1K | 0.08% | −489−15.8% | Reduced |
| Westover Capital Advisors, LLC | 2,598 | $224.9K | 0.06% | +2,598 | New |
| HB Wealth Management, LLC | 2,589 | $224.1K | 0.00% | +2,589 | New |
| Magnolia Capital Management Ltd | 2,580 | $223.0K | 0.19% | +2,580 | New |
| Verus Capital Partners, LLC | 2,573 | $222.7K | 0.02% | +2,573 | New |
| Fiduciary Family Office, LLC | 2,570 | $222.5K | 0.09% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,545 | $220.3K | 0.04% | −19,921−88.7% | Reduced |
| QCM Cayman, Ltd. | 2,527 | $218.8K | 2.36% | +2,527 | New |
| Aaron Wealth Advisors | 2,505 | $216.9K | 0.03% | −67−2.6% | Reduced |
| Brown Brothers Harriman & Co | 2,500 | $216.4K | 0.00% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 2,500 | $216.4K | 0.07% | +2,500 | New |
| Encompass More Asset Management | 2,491 | $215.6K | 0.15% | +2,491 | New |
| Glass Jacobson Investment Advisors llc | 2,476 | $214.4K | 0.08% | +335+15.6% | Added |
| Novare Capital Management LLC | 2,455 | $212.5K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,364 | $212.0K | 0.01% | +2,364 | New |
| Westside Investment Management, Inc. | 2,435 | $210.8K | 0.05% | +2,435 | New |
| Personal Cfo Solutions, LLC | 2,404 | $208.1K | 0.03% | −1,034−30.1% | Reduced |
| Glenmede Trust Co NA | 2,401 | $207.9K | 0.00% | +2,401 | New |
| Three Seasons Wealth, LLC | 2,396 | $207.4K | 0.11% | −154−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 2,395 | $207.3K | 0.06% | +2,395 | New |
| Buckingham Strategic Wealth, LLC | 2,349 | $203.3K | 0.00% | +2,349 | New |
| Occudo Quantitative Strategies LP | 2,340 | $202.6K | 0.04% | +2,340 | New |
| LRI Investments, LLC | 2,254 | $195.1K | 0.02% | +2,254 | New |
| GeoWealth Management, LLC | 2,249 | $194.7K | 0.01% | +2,249 | New |
| Atlas Capital Advisors LLC | 2,174 | $188.2K | 0.02% | −400−15.5% | Reduced |
| Parallel Advisors, LLC | 2,171 | $187.9K | 0.00% | +1,632+302.8% | Added |
| Global Retirement Partners, LLC | 2,149 | $186.1K | 0.01% | +1,363+173.4% | Added |
| EverSource Wealth Advisors, LLC | 2,261 | $177.9K | 0.01% | −2,349−51.0% | Reduced |
| Clearstead Advisors, LLC | 1,860 | $161.0K | 0.00% | +435+30.5% | Added |
| Liberty One Investment Management, LLC | 1,810 | $157.0K | 0.02% | −1,295−41.7% | Reduced |
| International Assets Investment Management, LLC | 1,801 | $155.9K | 0.01% | +1,801 | New |
| Private Trust Co NA | 1,762 | $152.5K | 0.02% | +1,525+643.5% | Added |
| IFP Advisors, Inc | 1,677 | $145.2K | 0.01% | +1,293+336.7% | Added |
| Nemes Rush Group LLC | 1,663 | $144.0K | 0.02% | +1,049+170.8% | Added |
| Quest Partners LLC | 1,581 | $136.9K | 0.02% | +1,566+10,440.0% | Added |
| Leonteq Securities AG | 1,457 | $126.1K | 0.02% | +495+51.5% | Added |
| Carolinas Wealth Consulting LLC | 1,451 | $125.5K | 0.02% | +1+0.1% | Added |
| Covestor Ltd | 1,406 | $122.0K | 0.08% | −420−23.0% | Reduced |
| AlphaCentric Advisors LLC | 1,409 | $122.0K | 0.09% | +16+1.1% | Added |
| Icon Wealth Advisors, LLC | 1,538 | $121.0K | 0.01% | +1,538 | New |
| Tidemark, LLC | 1,385 | $119.9K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,350 | $116.9K | 0.05% | +1,200+800.0% | Added |
| Principal Securities, Inc. | 1,300 | $112.5K | 0.00% | +352+37.1% | Added |
| First Community Trust NA | 1,290 | $111.7K | 0.10% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 1,236 | $107.0K | 0.01% | +1,236 | New |
| Colonial Trust Advisors | 1,201 | $103.9K | 0.01% | +1+0.1% | Added |
| Rothschild Investment LLC | 1,164 | $100.8K | 0.01% | +663+132.3% | Added |
| Harbor Investment Advisory, LLC | 1,152 | $99.7K | 0.01% | +152+15.2% | Added |
| Compagnie Lombard Odier SCmA | 1,100 | $95.2K | 0.00% | +1,100 | New |
| TFC Financial Management | 1,090 | $94.4K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,087 | $94.1K | 0.01% | +54+5.2% | Added |
| Salomon & Ludwin, LLC | 1,063 | $92.0K | 0.01% | +1,063 | New |
| Oliver Lagore Vanvalin Investment Group | 1,063 | $92.0K | 0.03% | −819−43.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,057 | $91.5K | 0.00% | −143−11.9% | Reduced |
| Huntington National Bank | 1,043 | $90.3K | 0.00% | +577+123.8% | Added |
| Fifth Third Bancorp | 1,033 | $89.4K | 0.00% | +748+262.5% | Added |
| State of Wyoming | 1,014 | $87.8K | 0.01% | −494−32.8% | Reduced |
| Atticus Wealth Management, LLC | 976 | $84.5K | 0.03% | +644+194.0% | Added |
| GAMMA Investing LLC | 942 | $81.5K | 0.01% | +289+44.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 932 | $80.7K | 0.02% | −88−8.6% | Reduced |
| Quadrant Capital Group LLC | 897 | $77.7K | 0.01% | +40+4.7% | Added |
| Harbour Investments, Inc. | 842 | $72.9K | 0.00% | +553+191.3% | Added |