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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 4,887 | $486.2K | 0.05% | +4,887 | New |
| Yousif Capital Management, LLC | 4,868 | $484.3K | 0.01% | +70+1.5% | Added |
| NorthCrest Asset Manangement, LLC | 4,852 | $482.7K | 0.01% | +930+23.7% | Added |
| Farther Finance Advisors, LLC | 4,825 | $480.0K | 0.02% | +916+23.4% | Added |
| First Horizon Advisors, Inc. | 4,804 | $478.0K | 0.01% | +1,166+32.1% | Added |
| Financial Sense Advisors, Inc. | 4,802 | $477.7K | 0.13% | +4,802 | New |
| Precision Wealth Strategies, LLC | 4,771 | $474.7K | 0.44% | +165+3.6% | Added |
| Phoenix Holdings Ltd. | 4,740 | $472.6K | 0.01% | +911+23.8% | Added |
| AlTi Global, Inc. | 4,700 | $467.6K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,694 | $467.0K | 0.06% | +610+14.9% | Added |
| Segment Wealth Management, LLC | 4,675 | $465.1K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,664 | $464.0K | 0.01% | −508−9.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,453 | $459.3K | 0.01% | +198+4.7% | Added |
| Metis Global Partners, LLC | 4,602 | $457.9K | 0.01% | −2,850−38.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $457.7K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,588 | $456.5K | 0.01% | −46,409−91.0% | Reduced |
| Azzad Asset Management Inc | 4,585 | $456.2K | 0.05% | +4,585 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,524 | $450.1K | 0.17% | +4,524 | New |
| D.A. Davidson & Co. | 4,519 | $449.6K | 0.00% | −2,897−39.1% | Reduced |
| Vise Technologies, Inc. | 4,467 | $444.4K | 0.06% | +1,588+55.2% | Added |
| Mizuho Markets Americas LLC | 4,461 | $443.8K | 0.01% | +4,461 | New |
| Keybank National Association | 4,386 | $436.4K | 0.00% | +456+11.6% | Added |
| Dynamic Advisor Solutions LLC | 4,379 | $435.6K | 0.01% | +4,379 | New |
| Paradigm Financial Partners, LLC | 3,484 | $433.8K | 0.06% | +3,484 | New |
| Presidio Capital Management, LLC | 4,325 | $430.3K | 0.27% | +4,325 | New |
| Level Four Advisory Services, LLC | 3,932 | $429.7K | 0.02% | −1,083−21.6% | Reduced |
| Parcion Private Wealth LLC | 4,310 | $428.8K | 0.04% | +4,310 | New |
| Delta Investment Management, LLC | 4,309 | $428.7K | 0.09% | −427−9.0% | Reduced |
| Thompson Davis & Co., Inc. | 4,300 | $427.8K | 0.32% | −250−5.5% | Reduced |
| EP Wealth Advisors, LLC | 4,278 | $425.6K | 0.00% | +1,294+43.4% | Added |
| Nebula Research & Development LLC | 4,245 | $422.3K | 0.05% | −8,431−66.5% | Reduced |
| SRS Capital Advisors, Inc. | 4,207 | $418.6K | 0.04% | +90+2.2% | Added |
| Allianz SE | 4,200 | $417.9K | 0.01% | +4,200 | New |
| Asahi Life Asset Management Co., Ltd. | 4,190 | $416.9K | 0.25% | +230+5.8% | Added |
| Plancorp, LLC | 4,117 | $409.6K | 0.02% | +4,117 | New |
| CAPROCK Group, Inc. | 4,109 | $408.8K | 0.01% | +4,109 | New |
| Alps Advisors Inc | 4,095 | $407.4K | 0.00% | −1,064−20.6% | Reduced |
| Veriti Management LLC | 4,084 | $406.3K | 0.02% | +1,310+47.2% | Added |
| Lindbrook Capital, LLC | 4,076 | $405.5K | 0.04% | +3,262+400.7% | Added |
| Oak Ridge Investments LLC | 4,075 | $405.4K | 0.04% | −94−2.3% | Reduced |
| Centaurus Financial, Inc. | 4,075 | $405.0K | 0.03% | +4,075 | New |
| Cynosure Management, LLC | 4,060 | $403.9K | 0.06% | −120−2.9% | Reduced |
| Liberty Wealth Management LLC | 4,051 | $403.0K | 0.07% | +295+7.9% | Added |
| Newbridge Financial Services Group, Inc. | 4,042 | $402.1K | 0.14% | +4,042 | New |
| Gries Financial LLC | 4,015 | $399.5K | 0.07% | −252−5.9% | Reduced |
| Southport Management, L.L.C. | 4,000 | $398.0K | 1.48% | +4,000 | New |
| HB Wealth Management, LLC | 3,970 | $395.0K | 0.00% | +1,381+53.3% | Added |
| Chicago Partners Investment Group LLC | 3,637 | $394.1K | 0.01% | +3,637 | New |
| Sharp Financial Services, LLC | 3,955 | $393.5K | 0.30% | +3,955 | New |
| Belpointe Asset Management LLC | 3,917 | $389.7K | 0.02% | +3,917 | New |
| Fortis Capital Advisors, LLC | 3,917 | $389.7K | 0.13% | +3,917 | New |
| Darwin Advisors, LLC | 3,898 | $387.8K | 0.11% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,848 | $382.8K | 0.03% | +3,848 | New |
| Aaron Wealth Advisors | 3,836 | $381.6K | 0.05% | +1,331+53.1% | Added |
| Almanack Investment Partners, LLC. | 3,800 | $378.1K | 0.06% | +973+34.4% | Added |
| Equitable Holdings, Inc. | 3,765 | $374.6K | 0.00% | +11+0.3% | Added |
| Cigna Investments Inc | 3,719 | $370.0K | 0.07% | −86−2.3% | Reduced |
| Wealth Management Associates, Inc. | 3,718 | $369.9K | 0.16% | +3,718 | New |
| Polymer Capital Management (HK) LTD | 3,700 | $368.1K | 0.09% | +3,700 | New |
| Ostrum Asset Management | 3,675 | $365.6K | 0.03% | +45+1.2% | Added |
| FDx Advisors, Inc. | 3,667 | $365.0K | 0.10% | +982+36.6% | Added |
| EntryPoint Capital, LLC | 3,665 | $364.6K | 0.21% | −70−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 3,654 | $363.5K | 0.01% | −90−2.4% | Reduced |
| Mission Wealth Management, LP | 3,635 | $361.6K | 0.01% | +435+13.6% | Added |
| Prestige Wealth Management Group LLC | 3,610 | $359.2K | 0.07% | −78−2.1% | Reduced |
| Lido Advisors, LLC | 3,585 | $356.7K | 0.00% | +347+10.7% | Added |
| Waddell & Associates, LLC | 3,559 | $354.1K | 0.04% | +3,559 | New |
| Novare Capital Management LLC | 3,555 | $353.7K | 0.03% | +1,100+44.8% | Added |
| Fort Sheridan Advisors LLC | 3,525 | $350.7K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,510 | $349.2K | 0.01% | +113+3.3% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $348.2K | 0.27% | 00.0% | Unchanged |
| Encompass More Asset Management | 3,478 | $346.0K | 0.13% | +987+39.6% | Added |
| Parallel Advisors, LLC | 3,392 | $337.5K | 0.01% | +1,221+56.2% | Added |
| K.J. Harrison & Partners Inc | 3,000 | $336.3K | 0.05% | +3,000 | New |
| Achmea Investment Management B.V. | 3,360 | $335.0K | 0.01% | +3,360 | New |
| SageView Advisory Group, LLC | 3,364 | $334.7K | 0.02% | −949−22.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,313 | $329.6K | 0.05% | +3,313 | New |
| Frank, Rimerman Advisors LLC | 3,310 | $329.3K | 0.02% | +49+1.5% | Added |
| CoreCap Advisors, LLC | 3,277 | $326.0K | 0.02% | +2,632+408.1% | Added |
| Formidable Asset Management, LLC | 3,267 | $325.0K | 0.05% | −561−14.7% | Reduced |
| Natixis Investment Managers International | 3,257 | $324.0K | 0.02% | +397+13.9% | Added |
| Hudock, Inc. | 3,237 | $322.1K | 0.06% | +61+1.9% | Added |
| Ingalls & Snyder LLC | 3,185 | $317.0K | 0.01% | +3,185 | New |
| Key Client Fiduciary Advisors, LLC | 3,179 | $316.2K | 0.14% | +3,179 | New |
| SkyOak Wealth, LLC | 3,165 | $314.9K | 0.07% | +3,165 | New |
| Focus Financial Network, Inc. | 3,154 | $313.8K | 0.01% | +3,154 | New |
| Cahill Financial Advisors Inc | 3,152 | $313.6K | 0.04% | −972−23.6% | Reduced |
| Buckingham Strategic Partners | 3,129 | $311.3K | 0.01% | +3,129 | New |
| Insight Wealth Partners, LLC | 3,083 | $306.7K | 0.19% | +310+11.2% | Added |
| Atomi Financial Group, Inc. | 3,069 | $305.3K | 0.02% | −425−12.2% | Reduced |
| Horizon Family Wealth, Inc. | 3,063 | $304.7K | 0.22% | +3,063 | New |
| Fulton Bank, N.A. | 3,051 | $303.5K | 0.01% | +3,051 | New |
| Principal Securities, Inc. | 2,997 | $298.2K | 0.01% | +1,697+130.5% | Added |
| Krane Funds Advisors LLC | 2,965 | $295.0K | 0.01% | +2,965 | New |
| Crossmark Global Holdings, Inc. | 2,950 | $293.0K | 0.01% | +156+5.6% | Added |
| Howard Capital Management Inc. | 2,913 | $289.8K | 0.00% | +2,913 | New |
| Moneta Group Investment Advisors LLC | 2,912 | $289.8K | 0.00% | +2,912 | New |
| Ronald Blue Trust, Inc. | 3,336 | $288.8K | 0.00% | +2,611+360.1% | Added |
| Moody Lynn & Lieberson, LLC | 2,894 | $287.9K | 0.02% | +2,894 | New |
| Davenport & Co LLC | 2,881 | $286.6K | 0.00% | −58−2.0% | Reduced |