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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 7,150 | $711.4K | 0.19% | −3,367−32.0% | Reduced |
| Sax Wealth Advisors, LLC | 7,193 | $715.6K | 0.06% | +419+6.2% | Added |
| Wright Investors Service Inc | 7,277 | $724.0K | 0.19% | +7,277 | New |
| Fukoku Mutual Life Insurance Co | 7,319 | $728.2K | 0.05% | −1,265−14.7% | Reduced |
| Axxcess Wealth Management, LLC | 7,384 | $734.6K | 0.02% | +7,384 | New |
| Colonial River Wealth Management, LLC | 7,446 | $740.8K | 0.37% | +7,446 | New |
| Smith Group Asset Management, LLC | 7,530 | $749.2K | 0.06% | +1,940+34.7% | Added |
| J.W. Cole Advisors, Inc. | 7,533 | $749.4K | 0.03% | +197+2.7% | Added |
| EdgeRock Capital LLC | 7,538 | $750.0K | 0.53% | +984+15.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,603 | $757.0K | 0.01% | +7,603 | New |
| Mosley Wealth Management | 6,772 | $759.2K | 0.52% | +6,772 | New |
| Integrated Wealth Concepts LLC | 7,714 | $767.5K | 0.01% | +2,598+50.8% | Added |
| Westover Capital Advisors, LLC | 7,736 | $769.7K | 0.15% | +5,138+197.8% | Added |
| XTX Topco Ltd | 7,812 | $777.2K | 0.06% | +7,812 | New |
| Prime Capital Investment Advisors, LLC | 7,821 | $778.1K | 0.01% | +893+12.9% | Added |
| RSM US Wealth Management LLC | 8,000 | $780.9K | 0.01% | +711+9.8% | Added |
| Fox Hill Wealth Management | 7,859 | $781.9K | 0.43% | +7,859 | New |
| Vident Advisory, LLC | 7,876 | $783.5K | 0.02% | −2,045−20.6% | Reduced |
| CIBC Private Wealth Group, LLC | 7,999 | $795.8K | 0.00% | −10,395−56.5% | Reduced |
| Intellectus Partners, LLC | 8,000 | $795.9K | 0.20% | +8,000 | New |
| Globeflex Capital L P | 8,300 | $825.8K | 0.08% | −2,539−23.4% | Reduced |
| UniSuper Management Pty Ltd | 8,300 | $825.8K | 0.01% | 00.0% | Unchanged |
| Enclave Advisors LLC | 8,430 | $838.7K | 0.14% | +8,430 | New |
| Gordian Capital Singapore Pte Ltd | 8,500 | $845.7K | 0.32% | +4,500+112.5% | Added |
| Prosperity Wealth Management, Inc. | 8,505 | $846.2K | 0.34% | +5,193+156.8% | Added |
| Ieq Capital, LLC | 8,545 | $850.2K | 0.01% | +5,471+178.0% | Added |
| Cookson Peirce & Co Inc | 8,565 | $852.1K | 0.04% | −11,390−57.1% | Reduced |
| Wahed Invest LLC | 8,693 | $864.9K | 0.15% | +8,693 | New |
| FWL Investment Management, LLC | 8,723 | $867.9K | 0.33% | +3,009+52.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,735 | $869.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 8,735 | $869.0K | 0.01% | +8,735 | New |
| Liberty Mutual Group Asset Management Inc. | 8,837 | $879.2K | 0.13% | +8,837 | New |
| Hillsdale Investment Management Inc. | 8,980 | $893.4K | 0.07% | +800+9.8% | Added |
| Congress Asset Management Co | 9,000 | $895.4K | 0.01% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 9,064 | $901.8K | 0.61% | +9,064 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 9,160 | $911.3K | 0.39% | +9,160 | New |
| Fox Run Management, L.L.C. | 9,214 | $916.7K | 0.20% | +9,214 | New |
| Mount Lucas Management LP | 9,411 | $936.3K | 0.32% | +223+2.4% | Added |
| Emerald Advisers, LLC | 9,571 | $952.2K | 0.04% | +1,024+12.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,662 | $961.3K | 0.00% | −527−5.2% | Reduced |
| Cottage Street Advisors LLC | 9,667 | $961.8K | 0.52% | −793−7.6% | Reduced |
| Caldwell Investment Management Ltd. | 10,000 | $983.6K | 0.69% | −5,000−33.3% | Reduced |
| Apollon Wealth Management, LLC | 9,894 | $984.3K | 0.03% | +4,135+71.8% | Added |
| Anson Funds Management LP | 10,000 | $994.9K | 0.14% | +10,000 | New |
| Maxi Investments CY Ltd | 10,000 | $995.0K | 0.27% | −500−4.8% | Reduced |
| NVWM, LLC | 10,035 | $998.4K | 0.25% | +124+1.3% | Added |
| Calamos Advisors LLC | 10,145 | $1.01M | 0.00% | −34,676−77.4% | Reduced |
| Jefferies Financial Group Inc. | 10,198 | $1.01M | 0.02% | −2,157−17.5% | Reduced |
| Pitcairn Co | 10,251 | $1.02M | 0.06% | −3,172−23.6% | Reduced |
| We Are One Seven, LLC | 10,312 | $1.03M | 0.04% | +3,023+41.5% | Added |
| Venture Visionary Partners LLC | 10,570 | $1.05M | 0.05% | +10,570 | New |
| Element Pointe Advisors, LLC | 10,593 | $1.05M | 0.26% | +5,504+108.2% | Added |
| Advisors Asset Management, Inc. | 10,638 | $1.06M | 0.02% | −10,203−49.0% | Reduced |
| United Capital Financial Advisers, LLC | 10,655 | $1.06M | 0.01% | +4,798+81.9% | Added |
| Capital World Investors | 10,664 | $1.06M | 0.00% | +10,664 | New |
| Catalyst Capital Advisors LLC | 10,689 | $1.06M | 0.02% | +10,689 | New |
| Carl P. Sherr & Co., LLC | 10,702 | $1.06M | 0.56% | +456+4.5% | Added |
| Main Management ETF Advisors, LLC | 10,864 | $1.08M | 0.05% | +10,864 | New |
| Chesley Taft & Associates LLC | 10,875 | $1.08M | 0.05% | −309−2.8% | Reduced |
| Arlington Capital Management, Inc. | 10,924 | $1.09M | 0.89% | +625+6.1% | Added |
| Innova Wealth Partners | 10,924 | $1.09M | 0.89% | +10,924 | New |
| Carroll Investors, Inc | 10,957 | $1.09M | 0.71% | +10,957 | New |
| Bouvel Investment Partners, LLC | 10,980 | $1.09M | 0.41% | −133−1.2% | Reduced |
| Cito Capital Group, LLC | 11,000 | $1.09M | 0.41% | −1,000−8.3% | Reduced |
| Wedbush Securities Inc | 11,012 | $1.10M | 0.04% | −3,957−26.4% | Reduced |
| Guggenheim Capital LLC | 11,111 | $1.11M | 0.01% | −214−1.9% | Reduced |
| Morse Asset Management, Inc | 11,115 | $1.11M | 0.24% | −1,520−12.0% | Reduced |
| WealthTrust Asset Management, LLC | 11,184 | $1.11M | 0.83% | +11,184 | New |
| Swiss Life Asset Management Ltd | 11,283 | $1.12M | 0.01% | +1,712+17.9% | Added |
| Simon Quick Advisors, LLC | 11,466 | $1.14M | 0.07% | −1,965−14.6% | Reduced |
| Jones Financial Companies LLLP | 11,686 | $1.15M | 0.00% | +8,576+275.8% | Added |
| Finivi Inc. | 11,763 | $1.17M | 0.95% | +383+3.4% | Added |
| Polianta Ltd | 11,900 | $1.18M | 0.56% | +800+7.2% | Added |
| Engineers Gate Manager LP | 11,966 | $1.19M | 0.02% | −145,280−92.4% | Reduced |
| De Lisle Partners LLP | 12,000 | $1.19M | 0.19% | +12,000 | New |
| Steel Peak Wealth Management LLC | 12,034 | $1.20M | 0.05% | +8,745+265.9% | Added |
| Clare Market Investments LLC | 12,090 | $1.20M | 0.32% | +5,145+74.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,175 | $1.21M | 0.05% | +9,275+319.8% | Added |
| Koshinski Asset Management, Inc. | 12,179 | $1.21M | 0.10% | −458−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,217 | $1.22M | 0.12% | +3,040+33.1% | Added |
| Shell Asset Management Co | 12,381 | $1.23M | 0.05% | +12,381 | New |
| AXS Investments LLC | 12,500 | $1.24M | 0.33% | 00.0% | Unchanged |
| Bank of Nova Scotia | 12,618 | $1.26M | 0.00% | −165,181−92.9% | Reduced |
| Quartz Partners, LLC | 12,631 | $1.26M | 0.79% | +12,631 | New |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $1.26M | 0.03% | −38,278−75.2% | Reduced |
| iA Global Asset Management Inc. | 12,763 | $1.27M | 0.02% | +12,056+1,705.2% | Added |
| Quantbot Technologies LP | 12,991 | $1.29M | 0.05% | −74,484−85.1% | Reduced |
| Wolff Wiese Magana LLC | 13,022 | $1.30M | 0.89% | +4,668+55.9% | Added |
| Integrated Advisors Network LLC | 13,072 | $1.30M | 0.06% | −2,544−16.3% | Reduced |
| Thrivent Financial for Lutherans | 13,097 | $1.30M | 0.00% | −15,363−54.0% | Reduced |
| NBC Securities, Inc. | 13,125 | $1.30M | 0.11% | +112+0.9% | Added |
| Shelton Wealth Management, LLC | 13,312 | $1.32M | 0.75% | +3,989+42.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,450 | $1.34M | 0.06% | +3,772+39.0% | Added |
| J. Safra Sarasin Holding AG | 13,452 | $1.34M | 0.02% | +734+5.8% | Added |
| CIBC Asset Management Inc | 13,461 | $1.34M | 0.00% | +691+5.4% | Added |
| Sunbelt Securities, Inc. | 13,671 | $1.36M | 0.13% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 13,725 | $1.37M | 0.79% | +13,725 | New |
| Sandy Spring Bank | 13,773 | $1.37M | 0.06% | +10,781+360.3% | Added |
| E. Ohman J:or Asset Management AB | 13,850 | $1.38M | 0.03% | −2,750−16.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,331 | $1.39M | 0.01% | −3,526−22.2% | Reduced |