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 |
|---|---|---|---|---|---|
| Revere Asset Management, Inc | 30,370 | $3.02M | 2.41% | +30,370 | New |
| Seascape Capital Management | 30,323 | $3.02M | 1.08% | +30,323 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 30,295 | $3.01M | 0.01% | +25,977+601.6% | Added |
| Leeward Financial Partners, LLC | 30,067 | $2.99M | 1.13% | +344+1.2% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $2.98M | 1.97% | −200−0.7% | Reduced |
| Telemark Asset Management, LLC | 30,000 | $2.98M | 0.30% | +30,000 | New |
| Wealth Enhancement Advisory Services, LLC | 29,909 | $2.98M | 0.01% | +8,855+42.1% | Added |
| Banque Cantonale Vaudoise | 29,503 | $2.94M | 0.12% | +8,168+38.3% | Added |
| Edgemoor Investment Advisors, Inc. | 29,482 | $2.93M | 0.26% | +29,482 | New |
| Next Century Growth Investors LLC | 29,164 | $2.90M | 0.23% | −13,781−32.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 29,127 | $2.90M | 0.57% | +605+2.1% | Added |
| Graphene Investments SAS | 29,100 | $2.90M | 1.86% | +29,100 | New |
| Wolverine Trading, LLC | 29,405 | $2.89M | 0.08% | −35,139−54.4% | Reduced |
| KCM Investment Advisors LLC | 28,730 | $2.86M | 0.10% | +4,595+19.0% | Added |
| Old West Investment Management, LLC | 28,372 | $2.82M | 1.09% | +8,683+44.1% | Added |
| Oppenheimer Asset Management Inc. | 28,236 | $2.81M | 0.03% | +17,620+166.0% | Added |
| The PNC Financial Services Group, Inc. | 28,066 | $2.79M | 0.00% | +2,604+10.2% | Added |
| Gulf International Bank (UK) Ltd | 28,007 | $2.79M | 0.07% | −1,160−4.0% | Reduced |
| Edgestream Partners, L.P. | 27,827 | $2.77M | 0.12% | −13,464−32.6% | Reduced |
| Knollwood Investment Advisory, LLC | 27,150 | $2.70M | 0.29% | +10,100+59.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 26,986 | $2.68M | 1.39% | −19,900−42.4% | Reduced |
| Nordea Investment Management AB | 27,406 | $2.68M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 26,933 | $2.68M | 0.04% | +4,526+20.2% | Added |
| Nisa Investment Advisors, LLC | 26,500 | $2.64M | 0.02% | +400+1.5% | Added |
| Jacobs Levy Equity Management, Inc | 26,296 | $2.62M | 0.01% | −10,654−28.8% | Reduced |
| Cloverfields Capital Group, LP | 26,169 | $2.60M | 0.84% | +11,295+75.9% | Added |
| Kestra Advisory Services, LLC | 26,129 | $2.60M | 0.01% | +4,632+21.5% | Added |
| Meiji Yasuda Life Insurance Co | 25,963 | $2.58M | 0.05% | +922+3.7% | Added |
| Montag A & Associates Inc | 25,739 | $2.56M | 0.12% | +25,726+197,892.3% | Added |
| Bowen Hanes & Co Inc | 25,500 | $2.54M | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 25,199 | $2.51M | 0.01% | +5,230+26.2% | Added |
| Natixis | 25,100 | $2.50M | 0.02% | −87−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 25,000 | $2.49M | 1.53% | +5,000+25.0% | Added |
| QRG Capital Management, Inc. | 24,787 | $2.47M | 0.03% | +14,787+147.9% | Added |
| Itau Unibanco Holding S.A. | 24,244 | $2.41M | 0.08% | +12,244+102.0% | Added |
| Amalgamated Bank | 24,029 | $2.39M | 0.02% | −166−0.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 23,718 | $2.36M | 0.04% | +23,718 | New |
| Parsons Capital Management Inc | 23,549 | $2.34M | 0.15% | −100−0.4% | Reduced |
| Estate Counselors, LLC | 23,290 | $2.32M | 0.24% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 23,184 | $2.31M | 0.66% | +3,664+18.8% | Added |
| Independence Bank of Kentucky | 23,120 | $2.30M | 0.49% | +20,150+678.5% | Added |
| Federation des caisses Desjardins du Quebec | 23,013 | $2.29M | 0.01% | −2,073−8.3% | Reduced |
| HighPoint Advisor Group LLC | 21,406 | $2.29M | 0.13% | −1,534−6.7% | Reduced |
| L & S Advisors Inc | 22,976 | $2.29M | 0.24% | +863+3.9% | Added |
| Plato Investment Management Ltd | 22,986 | $2.28M | 0.19% | −1,107−4.6% | Reduced |
| Channel Wealth LLC | 22,858 | $2.27M | 0.75% | +22,858 | New |
| Kestra Investment Management, LLC | 22,740 | $2.26M | 0.10% | +3,694+19.4% | Added |
| Illinois Municipal Retirement Fund | 22,718 | $2.26M | 0.03% | 00.0% | Unchanged |
| MetLife Investment Management | 22,571 | $2.25M | 0.01% | −443−1.9% | Reduced |
| Legacy Bridge, LLC | 22,458 | $2.23M | 1.20% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 22,085 | $2.20M | 0.00% | −15,040−40.5% | Reduced |
| HRT Financial LP | 21,939 | $2.18M | 0.01% | +21,939 | New |
| Avantax Advisory Services, Inc. | 21,823 | $2.17M | 0.01% | +6,139+39.1% | Added |
| Highland Capital Management, LLC | 21,736 | $2.16M | 0.12% | −49,143−69.3% | Reduced |
| Perigon Wealth Management, LLC | 21,547 | $2.14M | 0.06% | +21,547 | New |
| Bard Financial Services, Inc. | 21,175 | $2.11M | 0.25% | −1,250−5.6% | Reduced |
| SG Americas Securities, LLC | 21,130 | $2.10M | 0.01% | −36,300−63.2% | Reduced |
| Scopus Asset Management, L.P. | 21,038 | $2.09M | 0.06% | −3,962−15.8% | Reduced |
| Rowland & Co Investment Counsel | 20,871 | $2.08M | 0.42% | −325−1.5% | Reduced |
| Marex Group plc | 20,800 | $2.07M | 0.05% | +12,209+142.1% | Added |
| Commerce Bank | 20,752 | $2.06M | 0.01% | −133−0.6% | Reduced |
| CIBC World Markets Corp | 20,723 | $2.06M | 0.01% | +1,156+5.9% | Added |
| Ameritas Advisory Services, LLC | 20,655 | $2.05M | 0.09% | +4,280+26.1% | Added |
| Maryland State Retirement & Pension System | 20,522 | $2.04M | 0.04% | −7,373−26.4% | Reduced |
| Davidson Capital Management Inc. | 20,496 | $2.04M | 0.59% | +20,496 | New |
| Eley Financial Management, Inc | 20,443 | $2.03M | 0.82% | +20,443 | New |
| U.S. Capital Wealth Advisors, LLC | 20,385 | $2.03M | 0.07% | +1,451+7.7% | Added |
| Regions Financial Corp | 20,346 | $2.02M | 0.01% | −71−0.3% | Reduced |
| UBS Oconnor LLC | 20,340 | $2.02M | 0.05% | +9,340+84.9% | Added |
| Hanseatic Management Services Inc | 20,331 | $2.02M | 2.87% | +930+4.8% | Added |
| Bleakley Financial Group, LLC | 20,271 | $2.02M | 0.06% | +834+4.3% | Added |
| Hodges Capital Management Inc. | 20,026 | $1.99M | 0.13% | −81,199−80.2% | Reduced |
| Arosa Capital Management LP | 20,000 | $1.99M | 1.39% | +6,000+42.9% | Added |
| GYL Financial Synergies, LLC | 19,844 | $1.97M | 0.15% | −67−0.3% | Reduced |
| 1858 Wealth Management, LLC | 19,647 | $1.95M | 1.61% | −1,228−5.9% | Reduced |
| Oxford Wealth Group, LLC | 19,520 | $1.94M | 1.58% | +19,520 | New |
| Baldwin Investment Management, LLC | 19,509 | $1.94M | 0.24% | +9,040+86.4% | Added |
| Apeiron Capital Ltd | 19,400 | $1.93M | 0.69% | 00.0% | Unchanged |
| Quaero Capital S.A. | 19,365 | $1.93M | 2.32% | +4,145+27.2% | Added |
| Brown, Lisle/Cummings, Inc. | 19,350 | $1.93M | 0.58% | +4,225+27.9% | Added |
| Rakuten Securities, Inc. | 19,109 | $1.90M | 0.83% | +10,141+113.1% | Added |
| CWM, LLC | 18,891 | $1.88M | 0.01% | +4,081+27.6% | Added |
| Sigma Planning Corp | 18,681 | $1.86M | 0.06% | +13,147+237.6% | Added |
| Brinker Capital Investments, LLC | 18,665 | $1.86M | 0.02% | +7,391+65.6% | Added |
| Orion Portfolio Solutions, LLC | 18,665 | $1.86M | 0.02% | +7,391+65.6% | Added |
| Beacon Pointe Advisors, LLC | 18,561 | $1.85M | 0.02% | +9,932+115.1% | Added |
| Harbour Capital Advisors, LLC | 17,015 | $1.84M | 0.42% | +865+5.4% | Added |
| CenterBook Partners LP | 18,186 | $1.81M | 0.11% | −40,053−68.8% | Reduced |
| Scotia Capital Inc. | 17,751 | $1.77M | 0.01% | −4,570−20.5% | Reduced |
| Dnca Finance | 17,500 | $1.74M | 0.15% | +17,500 | New |
| Williamson Legacy Group, LLC | 16,946 | $1.69M | 1.13% | −11,511−40.5% | Reduced |
| Stonegate Investment Group, LLC | 16,779 | $1.67M | 0.04% | +16,779 | New |
| Atria Investments LLC | 16,690 | $1.66M | 0.02% | +5,225+45.6% | Added |
| Walleye Capital LLC | 16,676 | $1.66M | 0.02% | −116,805−87.5% | Reduced |
| Redwood Investment Management, LLC | 16,817 | $1.66M | 0.15% | +648+4.0% | Added |
| Westpac Banking Corp | 16,578 | $1.65M | 0.11% | −6,342−27.7% | Reduced |
| ClariVest Asset Management LLC | 18,923 | $1.64M | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 16,307 | $1.62M | 0.05% | +1,675+11.4% | Added |
| SeaCrest Wealth Management, LLC | 16,146 | $1.61M | 0.17% | +1,980+14.0% | Added |
| Chicago Capital, LLC | 16,091 | $1.60M | 0.04% | +21+0.1% | Added |