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 |
|---|---|---|---|---|---|
| Ariadne Wealth Management, LP | 2,062 | $251.9K | 0.14% | +2,062 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,145 | $252.9K | 0.00% | +2,145 | New |
| Pension & Wealth Management Advisors, Inc. | 2,544 | $253.2K | 0.13% | +2,544 | New |
| Personal Cfo Solutions, LLC | 2,565 | $255.2K | 0.04% | +161+6.7% | Added |
| Prospect Financial Services LLC | 2,572 | $255.9K | 0.16% | +2,572 | New |
| AE Wealth Management LLC | 2,574 | $256.1K | 0.00% | +2,574 | New |
| Magnolia Capital Management Ltd | 2,580 | $257.0K | 0.20% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,584 | $257.1K | 0.03% | +2,584 | New |
| Harmony Asset Management LLC | 2,595 | $258.2K | 0.09% | +2,595 | New |
| Gamco Investors, Inc. Et Al | 2,600 | $258.7K | 0.00% | −3,400−56.7% | Reduced |
| Camden Capital, LLC | 2,606 | $259.3K | 0.03% | +2,606 | New |
| Stratos Wealth Partners, LTD. | 2,633 | $262.0K | 0.00% | +2,633 | New |
| McGlone Suttner Wealth Management, Inc. | 2,654 | $264.1K | 0.05% | +2,654 | New |
| GeoWealth Management, LLC | 2,673 | $265.9K | 0.01% | +424+18.9% | Added |
| Aureus Asset Management, LLC | 2,673 | $265.9K | 0.02% | +2,673 | New |
| Optimist Retirement Group LLC | 2,677 | $266.3K | 0.12% | −76−2.8% | Reduced |
| Spire Wealth Management | 2,715 | $270.1K | 0.01% | −5,811−68.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,721 | $270.7K | 0.01% | −3,479−56.1% | Reduced |
| Gen-Wealth Partners Inc | 2,416 | $271.7K | 0.12% | −656−21.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,737 | $272.3K | 0.02% | +2,737 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,777 | $276.3K | 0.04% | +2,777 | New |
| Bluesphere Advisors, LLC | 2,809 | $279.5K | 0.14% | +2,809 | New |
| Change Path, LLC | 2,826 | $281.2K | 0.01% | −2,033−41.8% | Reduced |
| Optas, LLC | 2,866 | $285.1K | 0.07% | +83+3.0% | Added |
| Davenport & Co LLC | 2,881 | $286.6K | 0.00% | −58−2.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,894 | $287.9K | 0.02% | +2,894 | New |
| Ronald Blue Trust, Inc. | 3,336 | $288.8K | 0.00% | +2,611+360.1% | Added |
| Moneta Group Investment Advisors LLC | 2,912 | $289.8K | 0.00% | +2,912 | New |
| Howard Capital Management Inc. | 2,913 | $289.8K | 0.00% | +2,913 | New |
| Crossmark Global Holdings, Inc. | 2,950 | $293.0K | 0.01% | +156+5.6% | Added |
| Krane Funds Advisors LLC | 2,965 | $295.0K | 0.01% | +2,965 | New |
| Principal Securities, Inc. | 2,997 | $298.2K | 0.01% | +1,697+130.5% | Added |
| Fulton Bank, N.A. | 3,051 | $303.5K | 0.01% | +3,051 | New |
| Horizon Family Wealth, Inc. | 3,063 | $304.7K | 0.22% | +3,063 | New |
| Atomi Financial Group, Inc. | 3,069 | $305.3K | 0.02% | −425−12.2% | Reduced |
| Insight Wealth Partners, LLC | 3,083 | $306.7K | 0.19% | +310+11.2% | Added |
| Buckingham Strategic Partners | 3,129 | $311.3K | 0.01% | +3,129 | New |
| Cahill Financial Advisors Inc | 3,152 | $313.6K | 0.04% | −972−23.6% | Reduced |
| Focus Financial Network, Inc. | 3,154 | $313.8K | 0.01% | +3,154 | New |
| SkyOak Wealth, LLC | 3,165 | $314.9K | 0.07% | +3,165 | New |
| Key Client Fiduciary Advisors, LLC | 3,179 | $316.2K | 0.14% | +3,179 | New |
| Ingalls & Snyder LLC | 3,185 | $317.0K | 0.01% | +3,185 | New |
| Hudock, Inc. | 3,237 | $322.1K | 0.06% | +61+1.9% | Added |
| Natixis Investment Managers International | 3,257 | $324.0K | 0.02% | +397+13.9% | Added |
| Formidable Asset Management, LLC | 3,267 | $325.0K | 0.05% | −561−14.7% | Reduced |
| CoreCap Advisors, LLC | 3,277 | $326.0K | 0.02% | +2,632+408.1% | Added |
| Frank, Rimerman Advisors LLC | 3,310 | $329.3K | 0.02% | +49+1.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,313 | $329.6K | 0.05% | +3,313 | New |
| SageView Advisory Group, LLC | 3,364 | $334.7K | 0.02% | −949−22.0% | Reduced |
| Achmea Investment Management B.V. | 3,360 | $335.0K | 0.01% | +3,360 | New |
| K.J. Harrison & Partners Inc | 3,000 | $336.3K | 0.05% | +3,000 | New |
| Parallel Advisors, LLC | 3,392 | $337.5K | 0.01% | +1,221+56.2% | Added |
| Encompass More Asset Management | 3,478 | $346.0K | 0.13% | +987+39.6% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $348.2K | 0.27% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,510 | $349.2K | 0.01% | +113+3.3% | Added |
| Fort Sheridan Advisors LLC | 3,525 | $350.7K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 3,555 | $353.7K | 0.03% | +1,100+44.8% | Added |
| Waddell & Associates, LLC | 3,559 | $354.1K | 0.04% | +3,559 | New |
| Lido Advisors, LLC | 3,585 | $356.7K | 0.00% | +347+10.7% | Added |
| Prestige Wealth Management Group LLC | 3,610 | $359.2K | 0.07% | −78−2.1% | Reduced |
| Mission Wealth Management, LP | 3,635 | $361.6K | 0.01% | +435+13.6% | Added |
| Kingsview Wealth Management, LLC | 3,654 | $363.5K | 0.01% | −90−2.4% | Reduced |
| EntryPoint Capital, LLC | 3,665 | $364.6K | 0.21% | −70−1.9% | Reduced |
| FDx Advisors, Inc. | 3,667 | $365.0K | 0.10% | +982+36.6% | Added |
| Ostrum Asset Management | 3,675 | $365.6K | 0.03% | +45+1.2% | Added |
| Polymer Capital Management (HK) LTD | 3,700 | $368.1K | 0.09% | +3,700 | New |
| Wealth Management Associates, Inc. | 3,718 | $369.9K | 0.16% | +3,718 | New |
| Cigna Investments Inc | 3,719 | $370.0K | 0.07% | −86−2.3% | Reduced |
| Equitable Holdings, Inc. | 3,765 | $374.6K | 0.00% | +11+0.3% | Added |
| Almanack Investment Partners, LLC. | 3,800 | $378.1K | 0.06% | +973+34.4% | Added |
| Aaron Wealth Advisors | 3,836 | $381.6K | 0.05% | +1,331+53.1% | Added |
| Siemens Fonds Invest GmbH | 3,848 | $382.8K | 0.03% | +3,848 | New |
| Darwin Advisors, LLC | 3,898 | $387.8K | 0.11% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,917 | $389.7K | 0.02% | +3,917 | New |
| Fortis Capital Advisors, LLC | 3,917 | $389.7K | 0.13% | +3,917 | New |
| Sharp Financial Services, LLC | 3,955 | $393.5K | 0.30% | +3,955 | New |
| Chicago Partners Investment Group LLC | 3,637 | $394.1K | 0.01% | +3,637 | New |
| HB Wealth Management, LLC | 3,970 | $395.0K | 0.00% | +1,381+53.3% | Added |
| Southport Management, L.L.C. | 4,000 | $398.0K | 1.48% | +4,000 | New |
| Gries Financial LLC | 4,015 | $399.5K | 0.07% | −252−5.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,042 | $402.1K | 0.14% | +4,042 | New |
| Liberty Wealth Management LLC | 4,051 | $403.0K | 0.07% | +295+7.9% | Added |
| Cynosure Management, LLC | 4,060 | $403.9K | 0.06% | −120−2.9% | Reduced |
| Centaurus Financial, Inc. | 4,075 | $405.0K | 0.03% | +4,075 | New |
| Oak Ridge Investments LLC | 4,075 | $405.4K | 0.04% | −94−2.3% | Reduced |
| Lindbrook Capital, LLC | 4,076 | $405.5K | 0.04% | +3,262+400.7% | Added |
| Veriti Management LLC | 4,084 | $406.3K | 0.02% | +1,310+47.2% | Added |
| Alps Advisors Inc | 4,095 | $407.4K | 0.00% | −1,064−20.6% | Reduced |
| CAPROCK Group, Inc. | 4,109 | $408.8K | 0.01% | +4,109 | New |
| Plancorp, LLC | 4,117 | $409.6K | 0.02% | +4,117 | New |
| Asahi Life Asset Management Co., Ltd. | 4,190 | $416.9K | 0.25% | +230+5.8% | Added |
| Allianz SE | 4,200 | $417.9K | 0.01% | +4,200 | New |
| SRS Capital Advisors, Inc. | 4,207 | $418.6K | 0.04% | +90+2.2% | Added |
| Nebula Research & Development LLC | 4,245 | $422.3K | 0.05% | −8,431−66.5% | Reduced |
| EP Wealth Advisors, LLC | 4,278 | $425.6K | 0.00% | +1,294+43.4% | Added |
| Thompson Davis & Co., Inc. | 4,300 | $427.8K | 0.32% | −250−5.5% | Reduced |
| Delta Investment Management, LLC | 4,309 | $428.7K | 0.09% | −427−9.0% | Reduced |
| Parcion Private Wealth LLC | 4,310 | $428.8K | 0.04% | +4,310 | New |
| Level Four Advisory Services, LLC | 3,932 | $429.7K | 0.02% | −1,083−21.6% | Reduced |
| Presidio Capital Management, LLC | 4,325 | $430.3K | 0.27% | +4,325 | New |