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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 561 | $55.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 560 | $55.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 596 | $59.3K | 0.01% | +355+147.3% | Added |
| Parkside Financial Bank & Trust | 602 | $59.9K | 0.01% | +270+81.3% | Added |
| Quarry LP | 609 | $60.6K | 0.02% | −44−6.7% | Reduced |
| Allworth Financial LP | 638 | $63.5K | 0.00% | +100+18.6% | Added |
| Smartleaf Asset Management LLC | 648 | $63.8K | 0.01% | +458+241.1% | Added |
| Venturi Wealth Management, LLC | 669 | $66.6K | 0.00% | −4,203−86.3% | Reduced |
| McMahon Financial Advisors, LLC | 671 | $66.8K | 0.01% | +671 | New |
| Raleigh Capital Management Inc. | 671 | $66.8K | 0.03% | −52−7.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 716 | $71.2K | 0.02% | +631+742.4% | Added |
| Groupama Asset Managment | 924 | $73.8K | 0.00% | +924 | New |
| Silicon Valley Capital Partners | 774 | $77.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 839 | $83.5K | 0.00% | +587+232.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 886 | $88.1K | 0.02% | −177−16.7% | Reduced |
| Quadrant Capital Group LLC | 899 | $89.4K | 0.01% | +2+0.2% | Added |
| Alta Advisers Ltd | 900 | $89.5K | 0.04% | +900 | New |
| Golden State Equity Partners | 920 | $91.5K | 0.01% | −4,432−82.8% | Reduced |
| Huntington National Bank | 929 | $92.4K | 0.00% | −114−10.9% | Reduced |
| Harbour Investments, Inc. | 930 | $92.5K | 0.00% | +88+10.5% | Added |
| Colonial Trust Advisors | 951 | $94.6K | 0.01% | −250−20.8% | Reduced |
| Atticus Wealth Management, LLC | 1,003 | $99.8K | 0.03% | +27+2.8% | Added |
| Capital Performance Advisors LLP | 1,014 | $100.9K | 0.03% | +1,014 | New |
| Geneos Wealth Management Inc. | 1,032 | $102.7K | 0.00% | +902+693.8% | Added |
| Fifth Third Bancorp | 1,042 | $103.7K | 0.00% | +9+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,057 | $105.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,059 | $105.4K | 0.01% | +239+29.1% | Added |
| Salomon & Ludwin, LLC | 1,063 | $105.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 879 | $106.3K | 0.01% | −1,375−61.0% | Reduced |
| Compagnie Lombard Odier SCmA | 1,100 | $109.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,163 | $115.7K | 0.02% | +73+6.7% | Added |
| Rothschild Investment LLC | 1,215 | $120.8K | 0.01% | +51+4.4% | Added |
| Emerald Mutual Fund Advisers Trust | 1,236 | $123.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,273 | $126.7K | 0.00% | −404−24.1% | Reduced |
| AlphaCentric Advisors LLC | 1,371 | $136.4K | 0.10% | −38−2.7% | Reduced |
| Perennial Investment Advisors, LLC | 1,382 | $137.5K | 0.02% | +1,382 | New |
| Tidemark, LLC | 1,385 | $137.8K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,402 | $139.5K | 0.03% | +668+91.0% | Added |
| Quest Partners LLC | 1,409 | $140.2K | 0.01% | −172−10.9% | Reduced |
| Copeland Capital Management, LLC | 1,434 | $142.7K | 0.00% | +1,434 | New |
| First Community Trust NA | 1,446 | $143.9K | 0.12% | +156+12.1% | Added |
| Horizon Investments, LLC | 1,466 | $145.9K | 0.00% | +1,029+235.5% | Added |
| Optimum Investment Advisors | 1,500 | $149.2K | 0.06% | +150+11.1% | Added |
| Covestor Ltd | 1,554 | $155.0K | 0.10% | +148+10.5% | Added |
| Centiva Capital, LP | 1,581 | $157.3K | 0.01% | −6,162−79.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,625 | $159.0K | 0.07% | +1,240+322.1% | Added |
| Reuter James Wealth Management, LLC | 1,611 | $160.3K | 0.03% | +1,611 | New |
| Harbor Investment Advisory, LLC | 1,672 | $166.3K | 0.02% | +520+45.1% | Added |
| Liberty One Investment Management, LLC | 1,684 | $167.5K | 0.02% | −126−7.0% | Reduced |
| Silver Oak Securities, Inc | 1,739 | $171.1K | 0.02% | +1,739 | New |
| Leonteq Securities AG | 1,756 | $174.7K | 0.02% | +299+20.5% | Added |
| Continuum Advisory, LLC | 1,481 | $179.2K | 0.02% | +394+36.2% | Added |
| Atlas Capital Advisors LLC | 1,874 | $186.4K | 0.03% | −300−13.8% | Reduced |
| GAMMA Investing LLC | 1,904 | $189.4K | 0.02% | +962+102.1% | Added |
| Wealth Alliance | 2,021 | $201.1K | 0.02% | +2,021 | New |
| Clearstead Advisors, LLC | 2,024 | $201.4K | 0.00% | +164+8.8% | Added |
| Goldstein Advisors, LLC | 2,027 | $201.7K | 0.03% | +2,027 | New |
| Fiduciary Family Office, LLC | 2,030 | $202.0K | 0.07% | −540−21.0% | Reduced |
| Eastern Bank | 2,030 | $202.0K | 0.00% | +2,030 | New |
| Counterpoint Mutual Funds LLC | 2,036 | $202.6K | 0.04% | +2,036 | New |
| Icon Wealth Advisors, LLC | 2,050 | $204.0K | 0.02% | +512+33.3% | Added |
| BluePath Capital Management, LLC | 2,060 | $205.0K | 0.13% | +2,060 | New |
| FSA Advisors, Inc. | 2,074 | $206.3K | 0.21% | +2,074 | New |
| NewEdge Wealth, LLC | 2,095 | $208.4K | 0.00% | +2,095 | New |
| Financial Advocates Investment Management | 2,107 | $209.6K | 0.01% | +2,107 | New |
| Benjamin Edwards Inc | 2,110 | $209.8K | 0.00% | +1,776+531.7% | Added |
| Investors Asset Management of Georgia Inc | 2,125 | $211.4K | 0.10% | +2,125 | New |
| Ballentine Partners, LLC | 2,149 | $213.8K | 0.00% | +2,149 | New |
| Westside Investment Management, Inc. | 2,200 | $218.9K | 0.05% | −235−9.7% | Reduced |
| Private Trust Co NA | 2,202 | $219.1K | 0.02% | +440+25.0% | Added |
| FSM Wealth Advisors, LLC | 2,203 | $219.1K | 0.06% | +2,203 | New |
| First Hawaiian Bank | 2,203 | $219.2K | 0.01% | −17,614−88.9% | Reduced |
| Scientech Research LLC | 2,233 | $222.2K | 0.04% | +2,233 | New |
| Wedmont Private Capital | 2,085 | $222.5K | 0.01% | −279−11.8% | Reduced |
| Sym Financial Corp | 2,237 | $222.6K | 0.03% | +2,237 | New |
| Ellevest, Inc. | 2,260 | $224.8K | 0.01% | +2,260 | New |
| Bridges Investment Management Inc | 2,272 | $226.0K | 0.00% | −413−15.4% | Reduced |
| Waldron Private Wealth LLC | 2,279 | $226.7K | 0.01% | +2,279 | New |
| Horizon Investment Services, LLC | 2,315 | $230.3K | 0.10% | −3,187−57.9% | Reduced |
| Modera Wealth Management, LLC | 2,316 | $230.4K | 0.00% | +2,316 | New |
| Accurate Wealth Management, LLC | 2,147 | $230.7K | 0.05% | +2,147 | New |
| Wrapmanager Inc | 2,328 | $231.6K | 0.06% | +2,328 | New |
| Summit Trail Advisors, LLC | 2,328 | $231.6K | 0.01% | +2,328 | New |
| Prelude Capital Management, LLC | 2,334 | $232.2K | 0.02% | +2,334 | New |
| Dorsey & Whitney Trust CO LLC | 2,335 | $232.3K | 0.01% | +2,335 | New |
| EverSource Wealth Advisors, LLC | 2,339 | $232.7K | 0.01% | +78+3.4% | Added |
| Wetherby Asset Management Inc | 2,340 | $232.8K | 0.01% | −474−16.8% | Reduced |
| Elevated Capital Advisors, LLC | 2,340 | $232.8K | 0.06% | −55−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 2,351 | $233.8K | 0.04% | +900+62.0% | Added |
| Advisor OS, LLC | 2,352 | $234.0K | 0.02% | +2,352 | New |
| Glass Jacobson Investment Advisors llc | 2,361 | $234.9K | 0.08% | −115−4.6% | Reduced |
| Mane Global Capital Management LP | 2,369 | $235.7K | 0.02% | −252,165−99.1% | Reduced |
| Verus Capital Partners, LLC | 2,400 | $238.8K | 0.02% | −173−6.7% | Reduced |
| Barton Investment Management | 2,400 | $238.8K | 0.03% | +2,400 | New |
| Financial Partners Group, Inc | 2,414 | $240.1K | 0.04% | +2,414 | New |
| Creative Financial Designs Inc | 2,440 | $242.8K | 0.02% | −1,350−35.6% | Reduced |
| Prospera Financial Services Inc | 2,446 | $243.2K | 0.01% | −1,466−37.5% | Reduced |
| BTG Pactual Asset Management US LLC | 2,468 | $245.5K | 0.04% | +2,468 | New |
| Brown Brothers Harriman & Co | 2,500 | $248.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,523 | $251.0K | 0.08% | −89−3.4% | Reduced |