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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 909 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ2 2024: $27.0B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q1 2024.

Institutions holding VRT in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Proequities, Inc.820$71.0K0.00%+70+9.3%Added
Lindbrook Capital, LLC814$70.5K0.01%+264+48.0%Added
Silicon Valley Capital Partners774$67.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC734$63.5K0.01%−408−35.7%Reduced
J.Safra Asset Management Corp728$63.0K0.01%+569+357.9%Added
Raleigh Capital Management Inc.723$62.6K0.03%+192+36.2%Added
iA Global Asset Management Inc.707$61.0K0.00%−82,923−99.2%Reduced
Ronald Blue Trust, Inc.725$59.2K0.00%+556+329.0%Added
Quarry LP653$56.5K0.02%+653New
CoreCap Advisors, LLC645$55.8K0.01%−2,360−78.5%Reduced
Benjamin F. Edwards & Company, Inc.641$55.0K0.00%−4,476−87.5%Reduced
Valley National Advisers Inc584$50.0K0.01%+539+1,197.8%Added
Coppell Advisory Solutions LLC561$48.6K0.01%+561New
Washington Trust Co560$48.5K0.00%+310+124.0%Added
Allworth Financial LP538$45.9K0.00%+91+20.4%Added
RiverPark Advisors, LLC520$45.0K0.04%+86+19.8%Added
TruNorth Capital Management, LLC501$43.4K0.01%−500−50.0%Reduced
Farmers & Merchants Investments Inc500$43.3K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC500$43.3K0.03%+500New
Armstrong Advisory Group, Inc496$43.0K0.00%+496New
Bell Investment Advisors, Inc444$38.4K0.01%+7+1.6%Added
Horizon Investments, LLC437$37.8K0.00%+437New
Hollencrest Capital Management397$34.4K0.00%−438−52.5%Reduced
Ofi Invest Asset Management423$34.2K0.00%+423New
Ancora Advisors, LLC393$34.0K0.00%+60+18.0%Added
Hazlett, Burt & Watson, Inc.385$34.0K0.02%−44−10.3%Reduced
ORG Partners LLC366$31.7K0.00%−91−19.9%Reduced
Benjamin Edwards Inc334$29.0K0.01%+38+12.8%Added
Parkside Financial Bank & Trust332$28.7K0.00%+310+1,409.1%Added
Mather Group, LLC.351$28.7K0.00%+200+132.5%Added
Massmutual Trust Co FSB313$27.1K0.00%+81+34.9%Added
Anchor Investment Management, LLC300$26.0K0.00%+300New
Bogart Wealth, LLC297$25.7K0.00%−4−1.3%Reduced
CarsonAllaria Wealth Management, Ltd.276$23.9K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP260$23.3K0.00%+260New
Matrix Trust Co259$22.0K0.00%+259New
Larson Financial Group LLC252$21.8K0.00%+180+250.0%Added
Versant Capital Management, Inc241$20.9K0.01%+70+40.9%Added
Clear Point Advisors Inc.225$19.5K0.02%+225New
Migdal Insurance & Financial Holdings Ltd.213$19.0K0.00%+213New
Elequin Capital LP202$17.5K0.00%+202New
Central Trust Co200$17.3K0.00%−25−11.1%Reduced
Godsey & Gibb Associates200$17.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC190$16.5K0.00%+128+206.5%Added
REAP Financial Group, LLC175$15.2K0.00%+22+14.4%Added
Pittenger & Anderson Inc163$14.1K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC161$14.0K0.00%+82+103.8%Added
Pier Capital, LLC159$13.8K0.00%00.0%Unchanged
Tyler-Stone Wealth Management150$13.0K0.01%00.0%Unchanged
Red Tortoise LLC147$12.7K0.01%00.0%Unchanged
Colonial Trust Co146$12.7K0.00%+146New
VisionPoint Advisory Group, LLC144$12.5K0.00%−1−0.7%Reduced
Innealta Capital, LLC142$12.3K0.00%+142New
Householder Group Estate & Retirement Specialist, LLC150$12.0K0.00%+150New
HighMark Wealth Management LLC132$11.4K0.01%+17+14.8%Added
Geneos Wealth Management Inc.130$11.3K0.00%+130New
Beacon Capital Management, LLC115$9.96K0.00%+115New
Highline Wealth Partners LLC115$9.96K0.00%+115New
Lummis Asset Management, LP112$9.70K0.01%00.0%Unchanged
TD Private Client Wealth LLC102$8.83K0.00%−28−21.5%Reduced
Mark Sheptoff Financial Planning, LLC100$8.66K0.00%+100New
JFS Wealth Advisors, LLC100$8.66K0.00%+10+11.1%Added
Chesapeake Asset Management LLC100$8.66K0.01%+100New
Washington Trust Advisors, Inc.99$8.53K0.00%+41+70.7%Added
Oakworth Capital, Inc.98$8.48K0.00%+98New
Institutional & Family Asset Management, LLC89$7.71K0.00%+75+535.7%Added
Register Financial Advisors LLC85$7.36K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.85$7.36K0.00%+85New
Sound Income Strategies, LLC82$7.10K0.00%+82New
Farmers & Merchants Trust Co of Chambersburg PA79$7.00K0.00%00.0%Unchanged
Sachetta, LLC90$6.57K0.00%+41+83.7%Added
IAG Wealth Partners, LLC67$5.80K0.00%+67New
Kayne Anderson Rudnick Investment Management LLC61$5.28K0.00%00.0%Unchanged
Raffa Wealth Management, LLC52$4.50K0.00%+12+30.0%Added
Lynx Investment Advisory52$4.50K0.00%+52New
Hilltop National Bank50$4.33K0.00%00.0%Unchanged
Macroview Investment Management LLC50$4.33K0.00%+50New
Frazier Financial Advisors, LLC49$4.24K0.00%00.0%Unchanged
Avion Wealth56$4.00K0.00%+16+40.0%Added
Tradewinds Capital Management, LLC46$3.98K0.00%+5+12.2%Added
Stone House Investment Management, LLC40$3.46K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$3.38K0.00%00.0%Unchanged
WR Wealth Planners, LLC32$2.77K0.00%+6+23.1%Added
DB Fitzpatrick & Co, Inc32$2.77K0.00%+10+45.5%Added
Investors Research Corp30$2.60K0.00%+30New
DiNuzzo Private Wealth, Inc.28$2.42K0.00%+8+40.0%Added
First Pacific Financial26$2.25K0.00%+15+136.4%Added
Zions Bancorporation, N.A.26$2.25K0.00%+26New
Salem Investment Counselors Inc23$1.99K0.00%00.0%Unchanged
Toth Financial Advisory Corp20$1.73K0.00%00.0%Unchanged
AdvisorNet Financial, Inc20$1.73K0.00%00.0%Unchanged
True Wealth Design, LLC15$1.30K0.00%+5+50.0%Added
Carmichael Hill & Associates, Inc.15$1.30K0.00%+15New
Montag A & Associates Inc13$1.13K0.00%+13New
CVA Family Office, LLC11$9520.00%+11New
Berkshire Capital Holdings Inc10$8660.00%+10New
Kelly Financial Services LLC10$8660.00%+10New
Manchester Capital Management LLC9$7800.00%+9New
Aspect Partners, LLC6$5200.00%00.0%Unchanged
MV Capital Management, Inc.6$5200.00%+6New