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 |
|---|---|---|---|---|---|
| Gordian Capital Singapore Pte Ltd | 8,500 | $845.7K | 0.32% | +4,500+112.5% | Added |
| Enclave Advisors LLC | 8,430 | $838.7K | 0.14% | +8,430 | 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 |
| Intellectus Partners, LLC | 8,000 | $795.9K | 0.20% | +8,000 | New |
| CIBC Private Wealth Group, LLC | 7,999 | $795.8K | 0.00% | −10,395−56.5% | Reduced |
| Vident Advisory, LLC | 7,876 | $783.5K | 0.02% | −2,045−20.6% | Reduced |
| Fox Hill Wealth Management | 7,859 | $781.9K | 0.43% | +7,859 | New |
| RSM US Wealth Management LLC | 8,000 | $780.9K | 0.01% | +711+9.8% | Added |
| Prime Capital Investment Advisors, LLC | 7,821 | $778.1K | 0.01% | +893+12.9% | Added |
| XTX Topco Ltd | 7,812 | $777.2K | 0.06% | +7,812 | New |
| Westover Capital Advisors, LLC | 7,736 | $769.7K | 0.15% | +5,138+197.8% | Added |
| Integrated Wealth Concepts LLC | 7,714 | $767.5K | 0.01% | +2,598+50.8% | Added |
| Mosley Wealth Management | 6,772 | $759.2K | 0.52% | +6,772 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,603 | $757.0K | 0.01% | +7,603 | New |
| EdgeRock Capital LLC | 7,538 | $750.0K | 0.53% | +984+15.0% | Added |
| J.W. Cole Advisors, Inc. | 7,533 | $749.4K | 0.03% | +197+2.7% | Added |
| Smith Group Asset Management, LLC | 7,530 | $749.2K | 0.06% | +1,940+34.7% | Added |
| Colonial River Wealth Management, LLC | 7,446 | $740.8K | 0.37% | +7,446 | New |
| Axxcess Wealth Management, LLC | 7,384 | $734.6K | 0.02% | +7,384 | New |
| Fukoku Mutual Life Insurance Co | 7,319 | $728.2K | 0.05% | −1,265−14.7% | Reduced |
| Wright Investors Service Inc | 7,277 | $724.0K | 0.19% | +7,277 | New |
| Sax Wealth Advisors, LLC | 7,193 | $715.6K | 0.06% | +419+6.2% | Added |
| Convergence Investment Partners, LLC | 7,150 | $711.4K | 0.19% | −3,367−32.0% | Reduced |
| Park Avenue Securities LLC | 7,065 | $703.0K | 0.01% | −1,220−14.7% | Reduced |
| Sanders Morris Harris LLC | 7,000 | $696.4K | 0.12% | 00.0% | Unchanged |
| Caption Management, LLC | 7,000 | $696.4K | 0.07% | +7,000 | New |
| Clal Insurance Enterprises Holdings Ltd | 7,000 | $696.0K | 0.01% | +7,000 | New |
| Bridgefront Capital, LLC | 6,962 | $692.6K | 0.27% | +3,623+108.5% | Added |
| Total Clarity Wealth Management, Inc. | 6,884 | $684.9K | 0.22% | +6,884 | New |
| Corebridge Financial, Inc. | 6,876 | $684.1K | 0.00% | −246−3.5% | Reduced |
| Blair William & Co | 6,868 | $683.3K | 0.00% | +11+0.2% | Added |
| Gateway Advisory, LLC | 6,787 | $675.2K | 0.11% | −177−2.5% | Reduced |
| Pinebridge Investments, L.P. | 6,757 | $672.3K | 0.01% | −2,022−23.0% | Reduced |
| Mutual Advisors, LLC | 6,075 | $668.5K | 0.02% | +2,563+73.0% | Added |
| Qsemble Capital Management, LP | 6,694 | $666.0K | 0.12% | −24,688−78.7% | Reduced |
| Altfest L J & Co Inc | 6,663 | $663.0K | 0.09% | +6,663 | New |
| Wealth Effects LLC | 6,650 | $661.6K | 0.23% | −250−3.6% | Reduced |
| Quadcap Wealth Management, LLC | 6,634 | $660.0K | 0.10% | −145−2.1% | Reduced |
| National Asset Management, Inc. | 6,502 | $659.7K | 0.02% | +1,021+18.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,578 | $654.0K | 0.01% | +6,578 | New |
| Signaturefd, LLC | 6,567 | $653.3K | 0.01% | +957+17.1% | Added |
| Gladstone Institutional Advisory LLC | 6,555 | $652.2K | 0.03% | +6,555 | New |
| Menard Financial Group LLC | 6,553 | $652.0K | 0.43% | +1,276+24.2% | Added |
| Numerai GP LLC | 6,538 | $650.5K | 0.17% | −32,367−83.2% | Reduced |
| Eqis Capital Management, Inc. | 6,529 | $649.5K | 0.05% | −81−1.2% | Reduced |
| WealthPlan Investment Management, LLC | 6,478 | $644.5K | 0.07% | +6,478 | New |
| Spirit of America Management Corp | 6,450 | $641.7K | 0.13% | +2,900+81.7% | Added |
| Rakuten Investment Management, Inc. | 6,506 | $640.3K | 0.00% | +1,515+30.4% | Added |
| Carnegie Capital Asset Management, LLC | 6,348 | $631.6K | 0.02% | +2,859+81.9% | Added |
| GLOBALT Investments LLC | 6,341 | $630.9K | 0.02% | +184+3.0% | Added |
| Moors & Cabot, Inc. | 6,235 | $620.3K | 0.03% | +610+10.8% | Added |
| Qtron Investments LLC | 6,222 | $619.0K | 0.08% | +3,606+137.8% | Added |
| National Bank of Canada | 6,164 | $613.2K | 0.00% | +677+12.3% | Added |
| Sequoia Financial Advisors, LLC | 6,163 | $613.1K | 0.01% | +1,830+42.2% | Added |
| Arete Wealth Advisors, LLC | 5,963 | $593.0K | 0.05% | −4,418−42.6% | Reduced |
| American Trust | 5,948 | $591.8K | 0.05% | −503−7.8% | Reduced |
| Impact Partnership Wealth, LLC | 5,939 | $590.9K | 0.13% | +5,939 | New |
| Bryn Mawr Trust Co | 5,865 | $583.5K | 0.01% | +5,865 | New |
| Raymond James Trust N.A. | 5,833 | $580.3K | 0.01% | +3,218+123.1% | Added |
| IAM Advisory, LLC | 5,819 | $579.0K | 0.15% | +337+6.1% | Added |
| New Wave Wealth Advisors LLC | 5,759 | $573.0K | 0.26% | +5,759 | New |
| Heritage Oak Wealth Advisors LLC | 5,759 | $573.0K | 0.26% | +5,759 | New |
| Arkadios Wealth Advisors | 5,706 | $567.7K | 0.03% | +787+16.0% | Added |
| Pallas Capital Advisors LLC | 5,151 | $566.8K | 0.02% | −2,137−29.3% | Reduced |
| Green Square Capital Advisors LLC | 5,750 | $565.9K | 0.08% | +750+15.0% | Added |
| Stephens Inc | 5,678 | $564.9K | 0.01% | −8,859−60.9% | Reduced |
| Independent Financial Group, LLC | 5,661 | $563.2K | 0.02% | −4,861−46.2% | Reduced |
| Snowden Capital Advisors LLC | 5,633 | $560.4K | 0.02% | −2,466−30.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,711 | $557.1K | 0.00% | +605+11.8% | Added |
| Lake Street Advisors Group, LLC | 5,596 | $556.8K | 0.03% | +459+8.9% | Added |
| Empowered Funds, LLC | 5,498 | $547.0K | 0.01% | +335+6.5% | Added |
| Veracity Capital LLC | 5,440 | $541.2K | 0.21% | +5,440 | New |
| Quantum Private Wealth, LLC | 5,438 | $541.0K | 0.18% | +2,316+74.2% | Added |
| Procyon Private Wealth Partners, LLC | 5,422 | $539.2K | 0.04% | +5,422 | New |
| Dynasty Wealth Management, LLC | 5,400 | $537.2K | 0.02% | −271−4.8% | Reduced |
| Petra Financial Advisors Inc | 5,360 | $533.3K | 0.35% | −2,908−35.2% | Reduced |
| Churchill Management Corp | 5,331 | $530.4K | 0.01% | −434−7.5% | Reduced |
| C M Bidwell & Associates Ltd | 5,317 | $529.0K | 0.32% | −96−1.8% | Reduced |
| Coldstream Capital Management Inc | 5,134 | $528.4K | 0.01% | +468+10.0% | Added |
| Sovereign Financial Group, Inc. | 5,282 | $525.5K | 0.12% | −1,774−25.1% | Reduced |
| Colony Group, LLC | 5,230 | $520.4K | 0.00% | −3,156−37.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,217 | $519.0K | 0.01% | −10,637−67.1% | Reduced |
| Algert Global LLC | 5,211 | $518.4K | 0.01% | +5,211 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,195 | $516.9K | 0.02% | −3,620−41.1% | Reduced |
| Hilltop Holdings Inc. | 5,187 | $516.0K | 0.03% | +5,187 | New |
| Winton Group Ltd | 5,170 | $514.4K | 0.04% | +1,186+29.8% | Added |
| Axq Capital, LP | 5,158 | $513.2K | 0.15% | −13,192−71.9% | Reduced |
| Claro Advisors LLC | 5,155 | $512.8K | 0.07% | +2,197+74.3% | Added |
| Arlington Financial Advisors, LLC | 5,150 | $512.4K | 0.11% | +1,500+41.1% | Added |
| Kingswood Wealth Advisors, LLC | 5,067 | $503.7K | 0.04% | −5,723−53.0% | Reduced |
| Oak Thistle LLC | 5,062 | $503.6K | 0.16% | +5,062 | New |
| Richard W. Paul & Associates, LLC | 5,032 | $500.7K | 0.18% | −1,693−25.2% | Reduced |
| Advent Capital Management | 5,000 | $497.4K | 0.01% | +5,000 | New |
| Capital Analysts, LLC | 5,000 | $497.0K | 0.02% | +5,000 | New |
| TownSquare Capital, LLC | 4,990 | $496.5K | 0.01% | +642+14.8% | Added |
| Paloma Partners Management Co | 4,975 | $495.0K | 0.03% | +4,975 | New |
| JBR Co Financial Management Inc | 4,961 | $493.6K | 0.32% | +2,064+71.2% | Added |
| Nomura Holdings Inc | 4,904 | $487.9K | 0.00% | −56,626−92.0% | Reduced |
| Diametric Capital, LP | 4,898 | $487.3K | 0.24% | +4,898 | New |