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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 3,484 | $433.8K | 0.06% | +3,484 | New |
| Dynamic Advisor Solutions LLC | 4,379 | $435.6K | 0.01% | +4,379 | New |
| Keybank National Association | 4,386 | $436.4K | 0.00% | +456+11.6% | Added |
| Mizuho Markets Americas LLC | 4,461 | $443.8K | 0.01% | +4,461 | New |
| Vise Technologies, Inc. | 4,467 | $444.4K | 0.06% | +1,588+55.2% | Added |
| D.A. Davidson & Co. | 4,519 | $449.6K | 0.00% | −2,897−39.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,524 | $450.1K | 0.17% | +4,524 | New |
| Azzad Asset Management Inc | 4,585 | $456.2K | 0.05% | +4,585 | New |
| Exchange Traded Concepts, LLC | 4,588 | $456.5K | 0.01% | −46,409−91.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $457.7K | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,602 | $457.9K | 0.01% | −2,850−38.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,453 | $459.3K | 0.01% | +198+4.7% | Added |
| Hantz Financial Services, Inc. | 4,664 | $464.0K | 0.01% | −508−9.8% | Reduced |
| Segment Wealth Management, LLC | 4,675 | $465.1K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,694 | $467.0K | 0.06% | +610+14.9% | Added |
| AlTi Global, Inc. | 4,700 | $467.6K | 0.01% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,740 | $472.6K | 0.01% | +911+23.8% | Added |
| Precision Wealth Strategies, LLC | 4,771 | $474.7K | 0.44% | +165+3.6% | Added |
| Financial Sense Advisors, Inc. | 4,802 | $477.7K | 0.13% | +4,802 | New |
| First Horizon Advisors, Inc. | 4,804 | $478.0K | 0.01% | +1,166+32.1% | Added |
| Farther Finance Advisors, LLC | 4,825 | $480.0K | 0.02% | +916+23.4% | Added |
| NorthCrest Asset Manangement, LLC | 4,852 | $482.7K | 0.01% | +930+23.7% | Added |
| Yousif Capital Management, LLC | 4,868 | $484.3K | 0.01% | +70+1.5% | Added |
| Insigneo Advisory Services, LLC | 4,887 | $486.2K | 0.05% | +4,887 | New |
| Diametric Capital, LP | 4,898 | $487.3K | 0.24% | +4,898 | New |
| Nomura Holdings Inc | 4,904 | $487.9K | 0.00% | −56,626−92.0% | Reduced |
| JBR Co Financial Management Inc | 4,961 | $493.6K | 0.32% | +2,064+71.2% | Added |
| Paloma Partners Management Co | 4,975 | $495.0K | 0.03% | +4,975 | New |
| TownSquare Capital, LLC | 4,990 | $496.5K | 0.01% | +642+14.8% | Added |
| Capital Analysts, LLC | 5,000 | $497.0K | 0.02% | +5,000 | New |
| Advent Capital Management | 5,000 | $497.4K | 0.01% | +5,000 | New |
| Richard W. Paul & Associates, LLC | 5,032 | $500.7K | 0.18% | −1,693−25.2% | Reduced |
| Oak Thistle LLC | 5,062 | $503.6K | 0.16% | +5,062 | New |
| Kingswood Wealth Advisors, LLC | 5,067 | $503.7K | 0.04% | −5,723−53.0% | Reduced |
| Arlington Financial Advisors, LLC | 5,150 | $512.4K | 0.11% | +1,500+41.1% | Added |
| Claro Advisors LLC | 5,155 | $512.8K | 0.07% | +2,197+74.3% | Added |
| Axq Capital, LP | 5,158 | $513.2K | 0.15% | −13,192−71.9% | Reduced |
| Winton Group Ltd | 5,170 | $514.4K | 0.04% | +1,186+29.8% | Added |
| Hilltop Holdings Inc. | 5,187 | $516.0K | 0.03% | +5,187 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,195 | $516.9K | 0.02% | −3,620−41.1% | Reduced |
| Algert Global LLC | 5,211 | $518.4K | 0.01% | +5,211 | New |
| Tower Research Capital LLC (TRC) | 5,217 | $519.0K | 0.01% | −10,637−67.1% | Reduced |
| Colony Group, LLC | 5,230 | $520.4K | 0.00% | −3,156−37.6% | Reduced |
| Sovereign Financial Group, Inc. | 5,282 | $525.5K | 0.12% | −1,774−25.1% | Reduced |
| Coldstream Capital Management Inc | 5,134 | $528.4K | 0.01% | +468+10.0% | Added |
| C M Bidwell & Associates Ltd | 5,317 | $529.0K | 0.32% | −96−1.8% | Reduced |
| Churchill Management Corp | 5,331 | $530.4K | 0.01% | −434−7.5% | Reduced |
| Petra Financial Advisors Inc | 5,360 | $533.3K | 0.35% | −2,908−35.2% | Reduced |
| Dynasty Wealth Management, LLC | 5,400 | $537.2K | 0.02% | −271−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,422 | $539.2K | 0.04% | +5,422 | New |
| Quantum Private Wealth, LLC | 5,438 | $541.0K | 0.18% | +2,316+74.2% | Added |
| Veracity Capital LLC | 5,440 | $541.2K | 0.21% | +5,440 | New |
| Empowered Funds, LLC | 5,498 | $547.0K | 0.01% | +335+6.5% | Added |
| Lake Street Advisors Group, LLC | 5,596 | $556.8K | 0.03% | +459+8.9% | Added |
| TD Waterhouse Canada Inc. | 5,711 | $557.1K | 0.00% | +605+11.8% | Added |
| Snowden Capital Advisors LLC | 5,633 | $560.4K | 0.02% | −2,466−30.4% | Reduced |
| Independent Financial Group, LLC | 5,661 | $563.2K | 0.02% | −4,861−46.2% | Reduced |
| Stephens Inc | 5,678 | $564.9K | 0.01% | −8,859−60.9% | Reduced |
| Green Square Capital Advisors LLC | 5,750 | $565.9K | 0.08% | +750+15.0% | Added |
| Pallas Capital Advisors LLC | 5,151 | $566.8K | 0.02% | −2,137−29.3% | Reduced |
| Arkadios Wealth Advisors | 5,706 | $567.7K | 0.03% | +787+16.0% | Added |
| New Wave Wealth Advisors LLC | 5,759 | $573.0K | 0.26% | +5,759 | New |
| Heritage Oak Wealth Advisors LLC | 5,759 | $573.0K | 0.26% | +5,759 | New |
| IAM Advisory, LLC | 5,819 | $579.0K | 0.15% | +337+6.1% | Added |
| Raymond James Trust N.A. | 5,833 | $580.3K | 0.01% | +3,218+123.1% | Added |
| Bryn Mawr Trust Co | 5,865 | $583.5K | 0.01% | +5,865 | New |
| Impact Partnership Wealth, LLC | 5,939 | $590.9K | 0.13% | +5,939 | New |
| American Trust | 5,948 | $591.8K | 0.05% | −503−7.8% | Reduced |
| Arete Wealth Advisors, LLC | 5,963 | $593.0K | 0.05% | −4,418−42.6% | Reduced |
| Sequoia Financial Advisors, LLC | 6,163 | $613.1K | 0.01% | +1,830+42.2% | Added |
| National Bank of Canada | 6,164 | $613.2K | 0.00% | +677+12.3% | Added |
| Qtron Investments LLC | 6,222 | $619.0K | 0.08% | +3,606+137.8% | Added |
| Moors & Cabot, Inc. | 6,235 | $620.3K | 0.03% | +610+10.8% | Added |
| GLOBALT Investments LLC | 6,341 | $630.9K | 0.02% | +184+3.0% | Added |
| Carnegie Capital Asset Management, LLC | 6,348 | $631.6K | 0.02% | +2,859+81.9% | Added |
| Rakuten Investment Management, Inc. | 6,506 | $640.3K | 0.00% | +1,515+30.4% | Added |
| Spirit of America Management Corp | 6,450 | $641.7K | 0.13% | +2,900+81.7% | Added |
| WealthPlan Investment Management, LLC | 6,478 | $644.5K | 0.07% | +6,478 | New |
| Eqis Capital Management, Inc. | 6,529 | $649.5K | 0.05% | −81−1.2% | Reduced |
| Numerai GP LLC | 6,538 | $650.5K | 0.17% | −32,367−83.2% | Reduced |
| Menard Financial Group LLC | 6,553 | $652.0K | 0.43% | +1,276+24.2% | Added |
| Gladstone Institutional Advisory LLC | 6,555 | $652.2K | 0.03% | +6,555 | New |
| Signaturefd, LLC | 6,567 | $653.3K | 0.01% | +957+17.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,578 | $654.0K | 0.01% | +6,578 | New |
| National Asset Management, Inc. | 6,502 | $659.7K | 0.02% | +1,021+18.6% | Added |
| Quadcap Wealth Management, LLC | 6,634 | $660.0K | 0.10% | −145−2.1% | Reduced |
| Wealth Effects LLC | 6,650 | $661.6K | 0.23% | −250−3.6% | Reduced |
| Altfest L J & Co Inc | 6,663 | $663.0K | 0.09% | +6,663 | New |
| Qsemble Capital Management, LP | 6,694 | $666.0K | 0.12% | −24,688−78.7% | Reduced |
| Mutual Advisors, LLC | 6,075 | $668.5K | 0.02% | +2,563+73.0% | Added |
| Pinebridge Investments, L.P. | 6,757 | $672.3K | 0.01% | −2,022−23.0% | Reduced |
| Gateway Advisory, LLC | 6,787 | $675.2K | 0.11% | −177−2.5% | Reduced |
| Blair William & Co | 6,868 | $683.3K | 0.00% | +11+0.2% | Added |
| Corebridge Financial, Inc. | 6,876 | $684.1K | 0.00% | −246−3.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 6,884 | $684.9K | 0.22% | +6,884 | New |
| Bridgefront Capital, LLC | 6,962 | $692.6K | 0.27% | +3,623+108.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 7,000 | $696.0K | 0.01% | +7,000 | New |
| Sanders Morris Harris LLC | 7,000 | $696.4K | 0.12% | 00.0% | Unchanged |
| Caption Management, LLC | 7,000 | $696.4K | 0.07% | +7,000 | New |
| Park Avenue Securities LLC | 7,065 | $703.0K | 0.01% | −1,220−14.7% | Reduced |