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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 59,338 | $5.90M | 0.04% | −10,157−14.6% | Reduced |
| Ulland Investment Advisors, LLC | 58,317 | $5.80M | 4.25% | −597−1.0% | Reduced |
| AXA S.A. | 58,003 | $5.77M | 0.02% | +14,422+33.1% | Added |
| CIBC World Markets Inc. | 57,830 | $5.75M | 0.01% | +1,249+2.2% | Added |
| Bridgeway Capital Management, LLC | 57,490 | $5.72M | 0.12% | 00.0% | Unchanged |
| TD Asset Management Inc | 57,942 | $5.70M | 0.01% | +130+0.2% | Added |
| Hudson Bay Capital Management LP | 57,000 | $5.67M | 0.04% | +45,000+375.0% | Added |
| Tredje AP-fonden | 56,973 | $5.67M | 0.05% | 00.0% | Unchanged |
| Verde Servicos Internacionais S.A. | 55,963 | $5.57M | 2.58% | −43,059−43.5% | Reduced |
| Assenagon Asset Management S.A. | 55,923 | $5.56M | 0.01% | +36,684+190.7% | Added |
| Aubrey Capital Management Ltd | 59,023 | $5.52M | 2.13% | +10,023+20.5% | Added |
| Captrust Financial Advisors | 55,278 | $5.50M | 0.02% | +10,306+22.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 54,222 | $5.39M | 0.13% | +4,318+8.7% | Added |
| Twin Tree Management, LP | 53,995 | $5.37M | 0.12% | +53,995 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 53,385 | $5.31M | 0.06% | +23,570+79.1% | Added |
| Pathstone Holdings, LLC | 52,783 | $5.25M | 0.02% | −7,471−12.4% | Reduced |
| Nishkama Capital, LLC | 52,706 | $5.24M | 0.81% | +52,706 | New |
| Quadrature Capital Ltd | 51,152 | $5.09M | 0.12% | +51,152 | New |
| Southeast Asset Advisors Inc. | 50,910 | $5.07M | 0.56% | 00.0% | Unchanged |
| Alerus Financial NA | 50,347 | $5.01M | 0.37% | +30,642+155.5% | Added |
| Abn Amro Investment Solutions | 50,173 | $4.99M | 0.09% | +21,991+78.0% | Added |
| TT International Asset Management LTD | 50,098 | $4.98M | 0.61% | +44,180+746.5% | Added |
| Game Creek Capital, LP | 49,000 | $4.88M | 2.62% | +49,000 | New |
| FORA Capital, LLC | 48,301 | $4.81M | 0.57% | −68,830−58.8% | Reduced |
| Taika Capital, LP | 48,282 | $4.80M | 3.62% | +48,282 | New |
| Two Sigma Advisers, LP | 47,400 | $4.72M | 0.01% | −51,300−52.0% | Reduced |
| Mariner, LLC | 46,773 | $4.65M | 0.01% | +780+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 46,519 | $4.63M | 0.18% | +31+0.1% | Added |
| Oppenheimer & Co Inc | 45,679 | $4.54M | 0.07% | −3,273−6.7% | Reduced |
| Brant Point Investment Management LLC | 45,000 | $4.48M | 1.02% | +2,000+4.7% | Added |
| Jade Capital Advisors, LLC | 45,000 | $4.48M | 2.92% | +16,015+55.3% | Added |
| Sit Investment Associates Inc | 44,952 | $4.47M | 0.10% | +36,137+409.9% | Added |
| Penserra Capital Management LLC | 44,942 | $4.47M | 0.10% | +25,844+135.3% | Added |
| Cerity Partners LLC | 44,729 | $4.45M | 0.01% | +9,086+25.5% | Added |
| Royal Fund Management, LLC | 44,238 | $4.40M | 0.31% | +44,238 | New |
| Truist Financial Corp | 44,034 | $4.38M | 0.01% | +12,286+38.7% | Added |
| Bokf, NA | 42,587 | $4.37M | 0.08% | +33,752+382.0% | Added |
| Mirabella Financial Services LLP | 43,650 | $4.34M | 0.24% | +43,650 | New |
| Creative Planning | 43,618 | $4.34M | 0.00% | +7,341+20.2% | Added |
| Toronto Dominion Bank | 43,521 | $4.33M | 0.01% | +9,150+26.6% | Added |
| Intech Investment Management LLC | 43,448 | $4.32M | 0.05% | +10,550+32.1% | Added |
| Advisory Services Network, LLC | 49,562 | $4.29M | 0.09% | 00.0% | Unchanged |
| LGT Group Foundation | 41,783 | $4.27M | 0.07% | +26,337+170.5% | Added |
| Nissay Asset Management Corp | 42,890 | $4.27M | 0.03% | +409+1.0% | Added |
| Chartwell Investment Partners, LLC | 42,792 | $4.26M | 0.15% | +11,045+34.8% | Added |
| Strategic Blueprint, LLC | 42,785 | $4.26M | 0.27% | +14,031+48.8% | Added |
| Clark Capital Management Group, Inc. | 42,688 | $4.25M | 0.03% | +42,688 | New |
| Freemont Management S.A. | 42,400 | $4.22M | 2.20% | +21,200+100.0% | Added |
| Meeder Asset Management Inc | 42,354 | $4.21M | 0.28% | +39,607+1,441.8% | Added |
| Harvest Investment Services, LLC | 42,310 | $4.21M | 1.35% | −26,252−38.3% | Reduced |
| Hollow Brook Wealth Management LLC | 41,822 | $4.16M | 1.23% | +567+1.4% | Added |
| Candelo Capital Management LP | 41,675 | $4.15M | 2.67% | −3,200−7.1% | Reduced |
| Nwam LLC | 41,316 | $4.11M | 0.25% | +41,316 | New |
| Savant Capital, LLC | 41,249 | $4.10M | 0.03% | −6,089−12.9% | Reduced |
| Dakota Wealth Management | 41,192 | $4.10M | 0.09% | −31,332−43.2% | Reduced |
| HighTower Advisors, LLC | 40,708 | $4.00M | 0.01% | +6,364+18.5% | Added |
| Alight Capital Management LP | 40,000 | $3.98M | 1.44% | −15,000−27.3% | Reduced |
| Vestcor Inc | 39,734 | $3.95M | 0.12% | +24,189+155.6% | Added |
| Thor Investment Management Inc | 39,575 | $3.94M | 2.87% | −2,648−6.3% | Reduced |
| Credit Agricole S A | 39,416 | $3.92M | 0.02% | −2,412−5.8% | Reduced |
| Aquatic Capital Management LLC | 39,300 | $3.91M | 0.10% | −148,300−79.1% | Reduced |
| Utah Retirement Systems | 39,200 | $3.90M | 0.04% | +200+0.5% | Added |
| Atria Wealth Solutions, Inc. | 38,993 | $3.88M | 0.04% | +14,962+62.3% | Added |
| Polar Asset Management Partners Inc. | 38,960 | $3.88M | 0.09% | +38,960 | New |
| Covea Finance | 38,900 | $3.87M | 0.17% | +38,900 | New |
| Manufacturers Life Insurance Company, The | 38,306 | $3.81M | 0.00% | +7,783+25.5% | Added |
| Metavasi Capital LP | 38,000 | $3.78M | 1.98% | +38,000 | New |
| Public Employees Retirement Association of Colorado | 36,842 | $3.67M | 0.01% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 38,000 | $3.61M | 7.07% | +27,000+245.5% | Added |
| FIL Ltd | 36,326 | $3.61M | 0.00% | −9,072−20.0% | Reduced |
| Nicholas Investment Partners, LP | 36,259 | $3.61M | 0.33% | +16,950+87.8% | Added |
| Jackson Square Capital, LLC | 36,003 | $3.58M | 0.89% | −20,811−36.6% | Reduced |
| M&T Bank Corp | 35,911 | $3.57M | 0.01% | +2,192+6.5% | Added |
| Riggs Asset Managment Co. Inc. | 35,349 | $3.52M | 0.96% | +12,563+55.1% | Added |
| Wakefield Asset Management LLLP | 35,297 | $3.51M | 1.14% | −251−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 35,276 | $3.51M | 0.21% | −26,007−42.4% | Reduced |
| Zimmer Partners, LP | 35,000 | $3.48M | 0.07% | −65,000−65.0% | Reduced |
| Investment Management Corp of Ontario | 34,860 | $3.47M | 0.08% | +20,681+145.9% | Added |
| Bradley Foster & Sargent Inc | 34,469 | $3.43M | 0.06% | −171,829−83.3% | Reduced |
| Garrison Asset Management, LLC | 34,260 | $3.41M | 1.73% | −709−2.0% | Reduced |
| EFG Asset Management (North America) Corp. | 33,957 | $3.38M | 0.57% | +2,250+7.1% | Added |
| GTS Securities LLC | 33,857 | $3.37M | 0.07% | +18,517+120.7% | Added |
| Strategic Global Advisors, LLC | 33,773 | $3.36M | 0.66% | −228−0.7% | Reduced |
| Banco Santander, S.A. | 32,950 | $3.28M | 0.04% | +32,950 | New |
| Diversified Trust Co | 32,565 | $3.24M | 0.08% | +27,402+530.7% | Added |
| BW Gestao de Investimentos Ltda. | 32,400 | $3.22M | 0.53% | +32,400 | New |
| Ethic Inc. | 39,423 | $3.22M | 0.08% | −315−0.8% | Reduced |
| Insight Holdings Group, LLC | 32,200 | $3.20M | 0.14% | +12,700+65.1% | Added |
| Entropy Technologies, LP | 31,839 | $3.17M | 0.33% | +9,479+42.4% | Added |
| Wealthfront Advisers LLC | 31,805 | $3.16M | 0.01% | −3,142−9.0% | Reduced |
| Elo Mutual Pension Insurance Co | 31,511 | $3.14M | 0.07% | +570+1.8% | Added |
| Cornerstone Capital, Inc. | 31,495 | $3.13M | 0.29% | +31,495 | New |
| Cavalier Investments, LLC | 31,416 | $3.13M | 0.96% | −19,078−37.8% | Reduced |
| Bank of Hawaii | 31,355 | $3.12M | 0.13% | +2,933+10.3% | Added |
| New York State Teachers Retirement System | 31,278 | $3.11M | 0.01% | +5,187+19.9% | Added |
| APG Asset Management N.V. | 34,829 | $3.10M | 0.02% | −44,285−56.0% | Reduced |
| Great Valley Advisor Group, Inc. | 31,155 | $3.10M | 0.08% | +14,058+82.2% | Added |
| Lazard Asset Management LLC | 31,006 | $3.08M | 0.00% | −142,247−82.1% | Reduced |
| MML Investors Services, LLC | 30,716 | $3.06M | 0.01% | +3,956+14.8% | Added |
| Dana Investment Advisors, Inc. | 30,663 | $3.05M | 0.10% | −5,325−14.8% | Reduced |