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 |
|---|---|---|---|---|---|
| Crystal Rock Capital Management | 148,400 | $14.8M | 8.70% | −35,125−19.1% | Reduced |
| Mediolanum International Funds Ltd | 148,951 | $14.6M | 0.20% | +10,840+7.8% | Added |
| Polar Capital Holdings Plc | 145,800 | $14.5M | 0.09% | +134,800+1,225.5% | Added |
| Forsta Ap-Fonden | 145,711 | $14.5M | 0.11% | +8,600+6.3% | Added |
| Teacher Retirement System of Texas | 143,349 | $14.3M | 0.07% | −68,429−32.3% | Reduced |
| Thematics Asset Management | 142,000 | $14.1M | 0.56% | +142,000 | New |
| Kornitzer Capital Management Inc | 141,582 | $14.1M | 0.26% | +19,082+15.6% | Added |
| Mn Services Vermogensbeheer B.V. | 139,000 | $13.8M | 0.10% | −3,400−2.4% | Reduced |
| Portolan Capital Management, LLC | 138,877 | $13.8M | 1.00% | +36,411+35.5% | Added |
| State of New Jersey Common Pension Fund D | 133,902 | $13.3M | 0.05% | −2,459−1.8% | Reduced |
| Smithbridge Asset Management Inc | 133,077 | $13.2M | 2.28% | +133,077 | New |
| Engine No. 1 LLC | 133,000 | $13.2M | 26.19% | −76,325−36.5% | Reduced |
| Berkshire Capital Holdings Inc | 131,010 | $13.0M | 5.53% | +131,000+1,310,000.0% | Added |
| Engle Capital Management, L.P. | 130,000 | $12.9M | 3.80% | +130,000 | New |
| Voloridge Investment Management, LLC | 129,034 | $12.8M | 0.05% | +129,034 | New |
| Natixis Advisors, L.P. | 128,451 | $12.8M | 0.02% | +47,748+59.2% | Added |
| Asset Management One Co.,Ltd. | 128,405 | $12.8M | 0.05% | −16,945−11.7% | Reduced |
| Tiaa Trust, National Association | 127,275 | $12.7M | 0.04% | +127,275 | New |
| Whittier Trust Co | 127,210 | $12.7M | 0.17% | +8,579+7.2% | Added |
| Oberweis Asset Management Inc | 125,961 | $12.5M | 0.64% | −2,849−2.2% | Reduced |
| Royal London Asset Management Ltd | 121,932 | $12.1M | 0.03% | +121,932 | New |
| Verition Fund Management LLC | 121,497 | $12.1M | 0.08% | +26,838+28.4% | Added |
| Commonwealth Equity Services, LLC | 121,384 | $12.1M | 0.02% | +25,447+26.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 120,988 | $12.0M | 0.21% | +40,084+49.5% | Added |
| Elite Wealth Management, Inc. | 116,108 | $11.6M | 2.66% | −326−0.3% | Reduced |
| Sycomore Asset Management | 111,941 | $11.3M | 1.87% | −5,575−4.7% | Reduced |
| Henshaw Capital LLC | 111,375 | $11.1M | 0.46% | +111,375 | New |
| Worldquant Millennium Advisors LLC | 110,869 | $11.0M | 0.08% | −269,315−70.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 108,005 | $10.7M | 0.10% | −14,961−12.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 106,014 | $10.5M | 0.06% | −3,516−3.2% | Reduced |
| Covalis Capital LLP | 105,551 | $10.5M | 1.57% | +28,407+36.8% | Added |
| MBB Public Markets I LLC | 103,008 | $10.2M | 0.87% | +58,431+131.1% | Added |
| Arizona State Retirement System | 101,887 | $10.1M | 0.06% | +2,207+2.2% | Added |
| Albion Financial Group | 101,682 | $10.1M | 0.70% | +101,682 | New |
| Standard Life Aberdeen plc | 101,498 | $10.1M | 0.02% | +53,217+110.2% | Added |
| Gotham Asset Management, LLC | 100,330 | $9.98M | 0.10% | −33,234−24.9% | Reduced |
| Marsico Capital Management LLC | 100,154 | $9.96M | 0.28% | +100,154 | New |
| Avalon Global Asset Management LLC | 100,000 | $9.95M | 3.06% | +55,000+122.2% | Added |
| Concentric Capital Strategies, LP | 100,000 | $9.95M | 0.63% | +85,477+588.6% | Added |
| LMR Partners LLP | 100,000 | $9.95M | 0.22% | +100,000 | New |
| Vontobel Holding Ltd. | 97,523 | $9.70M | 0.03% | +85,469+709.1% | Added |
| DnB Asset Management AS | 96,672 | $9.62M | 0.04% | −2,738−2.8% | Reduced |
| Boothbay Fund Management, LLC | 96,369 | $9.59M | 0.30% | +18,097+23.1% | Added |
| Exor Capital LLP | 93,000 | $9.25M | 0.27% | +93,000 | New |
| Seldon Capital LP | 92,900 | $9.24M | 5.21% | −119,376−56.2% | Reduced |
| Navellier & Associates Inc | 91,741 | $9.13M | 1.24% | −4,627−4.8% | Reduced |
| Royce & Associates LP | 90,458 | $9.00M | 0.08% | −9,716−9.7% | Reduced |
| Vinva Investment Management Ltd | 91,067 | $8.98M | 0.39% | +43,596+91.8% | Added |
| Zevenbergen Capital Investments LLC | 90,000 | $8.95M | 0.19% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 88,435 | $8.80M | 1.95% | +49,980+130.0% | Added |
| Beck Capital Management, LLC | 88,214 | $8.78M | 2.34% | −5,258−5.6% | Reduced |
| Daiwa Securities Group Inc. | 87,456 | $8.70M | 0.04% | +40,356+85.7% | Added |
| Appian Way Asset Management LP | 87,000 | $8.66M | 1.95% | +87,000 | New |
| GWM Advisors LLC | 86,438 | $8.60M | 0.06% | −12,652−12.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,600 | $8.52M | 0.09% | +85,600 | New |
| Janney Capital Management LLC | 84,458 | $8.40M | 0.57% | +84,458 | New |
| MYDA Advisors LLC | 84,000 | $8.36M | 2.38% | +66,000+366.7% | Added |
| Advisor Group Holdings, Inc. | 83,941 | $8.35M | 0.02% | +14,518+20.9% | Added |
| BOCHK Asset Management Ltd | 83,900 | $8.35M | 2.49% | −159,600−65.5% | Reduced |
| Sterling Capital Management LLC | 83,819 | $8.34M | 0.11% | +83,819 | New |
| Mackenzie Financial Corp | 83,691 | $8.33M | 0.01% | −171,595−67.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 81,044 | $8.06M | 0.04% | +6,522+8.8% | Added |
| Atom Investors LP | 79,640 | $7.92M | 0.83% | −12,919−14.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 79,631 | $7.92M | 0.03% | +34,315+75.7% | Added |
| Flputnam Investment Management Co | 78,647 | $7.82M | 0.14% | +30,835+64.5% | Added |
| Silvant Capital Management LLC | 78,135 | $7.77M | 0.34% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 77,995 | $7.76M | 1.98% | +60,471+345.1% | Added |
| Otter Creek Advisors, LLC | 77,923 | $7.75M | 4.92% | −44,556−36.4% | Reduced |
| KBC Group NV | 76,932 | $7.65M | 0.02% | +24,526+46.8% | Added |
| IFM Investors Pty Ltd | 76,074 | $7.57M | 0.07% | +1,250+1.7% | Added |
| Sierra Summit Advisors LLC | 74,540 | $7.42M | 1.70% | +74,540 | New |
| Steward Partners Investment Advisory, LLC | 73,281 | $7.29M | 0.07% | +69,559+1,868.9% | Added |
| Broadleaf Partners, LLC | 73,234 | $7.29M | 1.72% | −479−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 73,077 | $7.27M | 0.20% | −103,739−58.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 72,957 | $7.18M | 0.03% | −43,587−37.4% | Reduced |
| Sculptor Capital LP | 72,000 | $7.16M | 0.14% | +72,000 | New |
| Northwestern Mutual Wealth Management Co | 70,948 | $7.06M | 0.01% | +53,138+298.4% | Added |
| Quantinno Capital Management LP | 70,209 | $6.99M | 0.09% | +16,933+31.8% | Added |
| Independent Advisor Alliance | 67,743 | $6.74M | 0.25% | +27,426+68.0% | Added |
| Sumitomo Life Insurance Co | 67,700 | $6.74M | 0.13% | +12,800+23.3% | Added |
| KP Management LLC | 67,500 | $6.72M | 2.37% | +7,500+12.5% | Added |
| Payden & Rygel | 66,800 | $6.65M | 0.51% | +66,800 | New |
| Resources Investment Advisors, LLC. | 66,543 | $6.62M | 0.08% | +1,099+1.7% | Added |
| Sanctuary Advisors, LLC | 47,179 | $6.61M | 0.04% | +29,719+170.2% | Added |
| Adage Capital Partners GP, L.L.C. | 66,157 | $6.58M | 0.01% | +66,157 | New |
| Private Advisory Group LLC | 65,710 | $6.54M | 0.82% | +7,430+12.7% | Added |
| Whittier Trust Co of Nevada Inc | 65,121 | $6.48M | 0.17% | +2,067+3.3% | Added |
| Traynor Capital Management, Inc. | 64,963 | $6.46M | 0.53% | +64,963 | New |
| Y-Intercept (Hong Kong) Ltd | 64,859 | $6.45M | 0.39% | +64,859 | New |
| Cambridge Investment Research Advisors, Inc. | 64,741 | $6.44M | 0.02% | +17,725+37.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 64,551 | $6.42M | 0.06% | +64,551 | New |
| Summerhill Capital Management lnc. | 62,760 | $6.24M | 4.29% | +991+1.6% | Added |
| Toroso Investments, LLC | 62,629 | $6.23M | 0.07% | −100,618−61.6% | Reduced |
| Xponance, Inc. | 62,361 | $6.20M | 0.06% | −1,342−2.1% | Reduced |
| Chase Investment Counsel Corp | 62,289 | $6.20M | 2.06% | −16,864−21.3% | Reduced |
| Baker Avenue Asset Management, LP | 62,132 | $6.18M | 0.20% | +14,505+30.5% | Added |
| Kovack Advisors, Inc. | 61,392 | $6.11M | 0.65% | +29,338+91.5% | Added |
| Impact Asset Management GmbH | 61,030 | $6.07M | 2.34% | +61,030 | New |
| Private Advisor Group, LLC | 60,934 | $6.06M | 0.04% | +24,068+65.3% | Added |
| First American Bank | 60,691 | $6.04M | 0.43% | −749−1.2% | Reduced |