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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, Q3 2024

Institutional positions in Vertiv Holdings Co as of Sep 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
1,024
+124 vs. Q2 2024
Shares held
320.8M
+43.9M (+15.8%) vs. Q2 2024
Total value
$32.0B
+$7.99B (+33.3%) vs. Q2 2024
New holders
238
421 more added
Sold out
114
290 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 1,024 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 heldQ3 2024: $32.0B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2024.

Institutions holding VRT in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%00.0%Unchanged
Mendota Financial Group, LLC1$1000.00%+1New
Annapolis Financial Services, LLC2$2130.00%+2New
SYSTM Wealth Solutions LLC3$2990.01%−12,549−100.0%Reduced
Cranbrook Wealth Management, LLC4$3980.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC4$3980.00%00.0%Unchanged
Aspect Partners, LLC6$5970.00%00.0%Unchanged
Country Trust Bank6$5970.00%00.0%Unchanged
Planning Capital Management Corp6$5970.00%+1+20.0%Added
Financial Network Wealth Advisors LLC7$6960.00%+7New
BOK Financial Private Wealth, Inc.8$7960.00%+8New
Riverview Trust Co9$8950.00%+9New
Claris Advisors, LLC9$8950.00%+9New
Manchester Capital Management LLC9$8960.00%00.0%Unchanged
Future Financial Wealth Managment LLC10$9950.00%+10New
Migdal Insurance & Financial Holdings Ltd.6$1.00K0.00%−207−97.2%Reduced
Jaffetilchin Investment Partners, LLC12$1.19K0.00%+12New
Carmichael Hill & Associates, Inc.15$1.49K0.00%00.0%Unchanged
Fortitude Family Office, LLC18$1.79K0.00%+18New
Toth Financial Advisory Corp20$1.99K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc21$2.09K0.00%−11−34.4%Reduced
CVA Family Office, LLC21$2.09K0.00%+10+90.9%Added
Voisard Asset Management Group, Inc.22$2.19K0.00%+22New
Cornerstone Planning Group LLC20$2.28K0.00%+15+300.0%Added
Assetmark, Inc26$2.56K0.00%+25+2,500.0%Added
DiNuzzo Private Wealth, Inc.28$2.79K0.00%00.0%Unchanged
Activest Wealth Management28$2.79K0.00%+28New
Investors Research Corp30$2.98K0.00%00.0%Unchanged
First Pacific Financial33$3.28K0.00%+7+26.9%Added
Salem Investment Counselors Inc34$3.38K0.00%+11+47.8%Added
SJS Investment Consulting Inc.39$3.88K0.00%00.0%Unchanged
Stone House Investment Management, LLC40$3.98K0.00%00.0%Unchanged
Quent Capital, LLC47$4.68K0.00%+47New
1620 Investment Advisors, Inc.50$4.97K0.00%+50New
Hilltop National Bank50$4.97K0.00%00.0%Unchanged
Birchbrook, Inc.50$4.97K0.00%+50New
Avion Wealth53$5.00K0.00%−3−5.4%Reduced
Raffa Wealth Management, LLC52$5.17K0.00%00.0%Unchanged
Kennebec Savings Bank52$5.17K0.01%+52New
Baldwin Brothers Inc53$5.27K0.00%+53New
Cape Investment Advisory, Inc.55$5.47K0.00%+55New
Hemington Wealth Management60$6.00K0.00%+60New
Kayne Anderson Rudnick Investment Management LLC61$6.07K0.00%00.0%Unchanged
Center for Financial Planning, Inc.65$6.47K0.00%+65New
IAG Wealth Partners, LLC67$6.67K0.00%00.0%Unchanged
MV Capital Management, Inc.74$7.36K0.00%+68+1,133.3%Added
Capital Advisors, Ltd. LLC76$8.00K0.00%−85−52.8%Reduced
Householder Group Estate & Retirement Specialist, LLC87$8.00K0.00%−63−42.0%Reduced
Farmers & Merchants Trust Co of Chambersburg PA79$8.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC82$8.16K0.00%00.0%Unchanged
FSA Wealth Management LLC83$8.26K0.00%+83New
Abich Financial Wealth Management LLC83$8.26K0.02%+83New
Sachetta, LLC89$8.86K0.00%−1−1.1%Reduced
JFS Wealth Advisors, LLC97$9.65K0.00%−3−3.0%Reduced
Chesapeake Asset Management LLC100$9.95K0.01%00.0%Unchanged
North Star Investment Management Corp.100$9.95K0.00%+100New
Colonial Trust Co101$9.99K0.00%−45−30.8%Reduced
Highline Wealth Partners LLC115$11.4K0.00%00.0%Unchanged
Beacon Capital Management, LLC115$11.4K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.123$12.3K0.00%+24+24.2%Added
Rosenberg Matthew Hamilton127$12.6K0.00%+127New
Alpine Bank Wealth Management128$12.7K0.00%+128New
HighMark Wealth Management LLC132$13.1K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.133$13.2K0.00%+133New
Lummis Asset Management, LP142$14.1K0.02%+30+26.8%Added
Red Tortoise LLC147$14.6K0.01%00.0%Unchanged
TD Private Client Wealth LLC148$14.7K0.00%+46+45.1%Added
WR Wealth Planners, LLC148$14.7K0.00%+116+362.5%Added
Mather Group, LLC.152$15.1K0.00%−199−56.7%Reduced
Macroview Investment Management LLC152$15.1K0.01%+102+204.0%Added
Pier Capital, LLC159$15.8K0.00%00.0%Unchanged
Pittenger & Anderson Inc163$16.2K0.00%00.0%Unchanged
REAP Financial Group, LLC165$16.4K0.00%−10−5.7%Reduced
Loomis Sayles & Co L P168$17.0K0.00%+168New
Tradewinds Capital Management, LLC181$18.0K0.00%+135+293.5%Added
Anchor Investment Management, LLC200$19.9K0.00%−100−33.3%Reduced
Central Trust Co200$19.9K0.00%00.0%Unchanged
Godsey & Gibb Associates200$19.9K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co200$19.9K0.01%+200New
MidAtlantic Capital Management, Inc.213$21.2K0.02%+213New
CarsonAllaria Wealth Management, Ltd.276$27.5K0.02%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC300$29.8K0.02%+200+200.0%Added
Global Trust Asset Management, LLC300$29.8K0.01%+300New
Skopos Labs, Inc.301$29.9K0.01%+301New
Loring Wolcott & Coolidge Fiduciary Advisors LLP300$33.0K0.00%+40+15.4%Added
Ancora Advisors, LLC333$33.2K0.00%−60−15.3%Reduced
AdvisorNet Financial, Inc350$34.8K0.00%+330+1,650.0%Added
ORG Wealth Partners, LLC366$36.4K0.01%+366New
True Wealth Design, LLC366$36.4K0.01%+351+2,340.0%Added
Massmutual Trust Co FSB373$37.1K0.00%+60+19.2%Added
Armstrong Advisory Group, Inc377$37.5K0.00%−119−24.0%Reduced
RiverPark Advisors, LLC381$37.9K0.03%−139−26.7%Reduced
Hollencrest Capital Management386$38.4K0.00%−11−2.8%Reduced
Clear Point Advisors Inc.442$44.0K0.03%+217+96.4%Added
Bell Investment Advisors, Inc447$44.5K0.01%+3+0.7%Added
ORG Partners LLC458$45.5K0.01%+92+25.1%Added
Umb Bank N A463$46.1K0.00%−37,799−98.8%Reduced
Farmers & Merchants Investments Inc500$49.7K0.00%00.0%Unchanged
TruNorth Capital Management, LLC501$49.9K0.01%00.0%Unchanged
Nemes Rush Group LLC614$50.1K0.01%−1,049−63.1%Reduced