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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 16,063 | $1.60M | 0.63% | +7,050+78.2% | Added |
| Neville Rodie & Shaw Inc | 15,970 | $1.59M | 0.12% | +5,875+58.2% | Added |
| Owen LaRue, LLC | 15,800 | $1.57M | 0.83% | +4,500+39.8% | Added |
| Icapital Wealth LLC | 15,752 | $1.57M | 0.86% | −2,908−15.6% | Reduced |
| Global Retirement Partners, LLC | 15,627 | $1.55M | 0.05% | +13,478+627.2% | Added |
| Easterly Investment Partners LLC | 15,390 | $1.53M | 0.12% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 15,330 | $1.53M | 0.02% | +15,330 | New |
| Mercer Global Advisors Inc | 15,611 | $1.52M | 0.00% | +3,881+33.1% | Added |
| Lyell Wealth Management, LP | 15,270 | $1.52M | 0.14% | +15,270 | New |
| Central Pacific Bank - Trust Division | 15,229 | $1.52M | 0.19% | +5,355+54.2% | Added |
| Virtue Capital Management, LLC | 15,061 | $1.50M | 0.30% | +177+1.2% | Added |
| Viking Fund Management LLC | 15,000 | $1.49M | 0.24% | +15,000 | New |
| Nkcfo LLC | 15,000 | $1.49M | 0.71% | +9,800+188.5% | Added |
| Callan Family Office, LLC | 14,989 | $1.49M | 0.25% | +137+0.9% | Added |
| CI Private Wealth, LLC | 14,830 | $1.48M | 0.00% | −3,294−18.2% | Reduced |
| Hunting Hill Global Capital, LLC | 14,804 | $1.47M | 2.07% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 14,731 | $1.47M | 0.12% | +14,731 | New |
| Kennedy Investment Group | 14,700 | $1.46M | 0.67% | +14,700 | New |
| International Assets Investment Management, LLC | 145,454 | $1.46M | 0.01% | +143,653+7,976.3% | Added |
| Acadian Asset Management LLC | 14,465 | $1.44M | 0.00% | +3,788+35.5% | Added |
| Balboa Wealth Partners | 14,448 | $1.44M | 0.36% | +4,415+44.0% | Added |
| Principal Street Partners, LLC | 15,107 | $1.43M | 0.23% | −5,031−25.0% | Reduced |
| Los Angeles Capital Management LLC | 14,168 | $1.41M | 0.01% | −113,056−88.9% | Reduced |
| Teza Capital Management LLC | 14,074 | $1.40M | 0.15% | −13,994−49.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,331 | $1.39M | 0.01% | −3,526−22.2% | Reduced |
| E. Ohman J:or Asset Management AB | 13,850 | $1.38M | 0.03% | −2,750−16.6% | Reduced |
| Sandy Spring Bank | 13,773 | $1.37M | 0.06% | +10,781+360.3% | Added |
| Werlinich Asset Management, LLC | 13,725 | $1.37M | 0.79% | +13,725 | New |
| Sunbelt Securities, Inc. | 13,671 | $1.36M | 0.13% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 13,461 | $1.34M | 0.00% | +691+5.4% | Added |
| J. Safra Sarasin Holding AG | 13,452 | $1.34M | 0.02% | +734+5.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,450 | $1.34M | 0.06% | +3,772+39.0% | Added |
| Shelton Wealth Management, LLC | 13,312 | $1.32M | 0.75% | +3,989+42.8% | Added |
| NBC Securities, Inc. | 13,125 | $1.30M | 0.11% | +112+0.9% | Added |
| Thrivent Financial for Lutherans | 13,097 | $1.30M | 0.00% | −15,363−54.0% | Reduced |
| Integrated Advisors Network LLC | 13,072 | $1.30M | 0.06% | −2,544−16.3% | Reduced |
| Wolff Wiese Magana LLC | 13,022 | $1.30M | 0.89% | +4,668+55.9% | Added |
| Quantbot Technologies LP | 12,991 | $1.29M | 0.05% | −74,484−85.1% | Reduced |
| iA Global Asset Management Inc. | 12,763 | $1.27M | 0.02% | +12,056+1,705.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $1.26M | 0.03% | −38,278−75.2% | Reduced |
| Quartz Partners, LLC | 12,631 | $1.26M | 0.79% | +12,631 | New |
| Bank of Nova Scotia | 12,618 | $1.26M | 0.00% | −165,181−92.9% | Reduced |
| AXS Investments LLC | 12,500 | $1.24M | 0.33% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,381 | $1.23M | 0.05% | +12,381 | New |
| Mount Yale Investment Advisors, LLC | 12,217 | $1.22M | 0.12% | +3,040+33.1% | Added |
| Koshinski Asset Management, Inc. | 12,179 | $1.21M | 0.10% | −458−3.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,175 | $1.21M | 0.05% | +9,275+319.8% | Added |
| Clare Market Investments LLC | 12,090 | $1.20M | 0.32% | +5,145+74.1% | Added |
| Steel Peak Wealth Management LLC | 12,034 | $1.20M | 0.05% | +8,745+265.9% | Added |
| De Lisle Partners LLP | 12,000 | $1.19M | 0.19% | +12,000 | New |
| Engineers Gate Manager LP | 11,966 | $1.19M | 0.02% | −145,280−92.4% | Reduced |
| Polianta Ltd | 11,900 | $1.18M | 0.56% | +800+7.2% | Added |
| Finivi Inc. | 11,763 | $1.17M | 0.95% | +383+3.4% | Added |
| Jones Financial Companies LLLP | 11,686 | $1.15M | 0.00% | +8,576+275.8% | Added |
| Simon Quick Advisors, LLC | 11,466 | $1.14M | 0.07% | −1,965−14.6% | Reduced |
| Swiss Life Asset Management Ltd | 11,283 | $1.12M | 0.01% | +1,712+17.9% | Added |
| WealthTrust Asset Management, LLC | 11,184 | $1.11M | 0.83% | +11,184 | New |
| Morse Asset Management, Inc | 11,115 | $1.11M | 0.24% | −1,520−12.0% | Reduced |
| Guggenheim Capital LLC | 11,111 | $1.11M | 0.01% | −214−1.9% | Reduced |
| Wedbush Securities Inc | 11,012 | $1.10M | 0.04% | −3,957−26.4% | Reduced |
| Cito Capital Group, LLC | 11,000 | $1.09M | 0.41% | −1,000−8.3% | Reduced |
| Bouvel Investment Partners, LLC | 10,980 | $1.09M | 0.41% | −133−1.2% | Reduced |
| Carroll Investors, Inc | 10,957 | $1.09M | 0.71% | +10,957 | New |
| 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 |
| Chesley Taft & Associates LLC | 10,875 | $1.08M | 0.05% | −309−2.8% | Reduced |
| Main Management ETF Advisors, LLC | 10,864 | $1.08M | 0.05% | +10,864 | New |
| Carl P. Sherr & Co., LLC | 10,702 | $1.06M | 0.56% | +456+4.5% | Added |
| Catalyst Capital Advisors LLC | 10,689 | $1.06M | 0.02% | +10,689 | New |
| Capital World Investors | 10,664 | $1.06M | 0.00% | +10,664 | New |
| United Capital Financial Advisers, LLC | 10,655 | $1.06M | 0.01% | +4,798+81.9% | Added |
| Advisors Asset Management, Inc. | 10,638 | $1.06M | 0.02% | −10,203−49.0% | Reduced |
| Element Pointe Advisors, LLC | 10,593 | $1.05M | 0.26% | +5,504+108.2% | Added |
| Venture Visionary Partners LLC | 10,570 | $1.05M | 0.05% | +10,570 | New |
| We Are One Seven, LLC | 10,312 | $1.03M | 0.04% | +3,023+41.5% | Added |
| Pitcairn Co | 10,251 | $1.02M | 0.06% | −3,172−23.6% | Reduced |
| Jefferies Financial Group Inc. | 10,198 | $1.01M | 0.02% | −2,157−17.5% | Reduced |
| Calamos Advisors LLC | 10,145 | $1.01M | 0.00% | −34,676−77.4% | Reduced |
| NVWM, LLC | 10,035 | $998.4K | 0.25% | +124+1.3% | Added |
| Maxi Investments CY Ltd | 10,000 | $995.0K | 0.27% | −500−4.8% | Reduced |
| Anson Funds Management LP | 10,000 | $994.9K | 0.14% | +10,000 | New |
| Apollon Wealth Management, LLC | 9,894 | $984.3K | 0.03% | +4,135+71.8% | Added |
| Caldwell Investment Management Ltd. | 10,000 | $983.6K | 0.69% | −5,000−33.3% | Reduced |
| Cottage Street Advisors LLC | 9,667 | $961.8K | 0.52% | −793−7.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,662 | $961.3K | 0.00% | −527−5.2% | Reduced |
| Emerald Advisers, LLC | 9,571 | $952.2K | 0.04% | +1,024+12.0% | Added |
| Mount Lucas Management LP | 9,411 | $936.3K | 0.32% | +223+2.4% | Added |
| Fox Run Management, L.L.C. | 9,214 | $916.7K | 0.20% | +9,214 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 9,160 | $911.3K | 0.39% | +9,160 | New |
| Guardian Asset Advisors, LLC | 9,064 | $901.8K | 0.61% | +9,064 | New |
| Congress Asset Management Co | 9,000 | $895.4K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 8,980 | $893.4K | 0.07% | +800+9.8% | Added |
| Liberty Mutual Group Asset Management Inc. | 8,837 | $879.2K | 0.13% | +8,837 | New |
| 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 |
| FWL Investment Management, LLC | 8,723 | $867.9K | 0.33% | +3,009+52.7% | Added |
| Wahed Invest LLC | 8,693 | $864.9K | 0.15% | +8,693 | New |
| Cookson Peirce & Co Inc | 8,565 | $852.1K | 0.04% | −11,390−57.1% | Reduced |
| Ieq Capital, LLC | 8,545 | $850.2K | 0.01% | +5,471+178.0% | Added |
| Prosperity Wealth Management, Inc. | 8,505 | $846.2K | 0.34% | +5,193+156.8% | Added |