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 |
|---|---|---|---|---|---|
| Optas, LLC | 2,866 | $285.1K | 0.07% | +83+3.0% | Added |
| Change Path, LLC | 2,826 | $281.2K | 0.01% | −2,033−41.8% | Reduced |
| Bluesphere Advisors, LLC | 2,809 | $279.5K | 0.14% | +2,809 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,777 | $276.3K | 0.04% | +2,777 | New |
| Meeder Advisory Services, Inc. | 2,737 | $272.3K | 0.02% | +2,737 | New |
| Gen-Wealth Partners Inc | 2,416 | $271.7K | 0.12% | −656−21.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,721 | $270.7K | 0.01% | −3,479−56.1% | Reduced |
| Spire Wealth Management | 2,715 | $270.1K | 0.01% | −5,811−68.2% | Reduced |
| Optimist Retirement Group LLC | 2,677 | $266.3K | 0.12% | −76−2.8% | Reduced |
| GeoWealth Management, LLC | 2,673 | $265.9K | 0.01% | +424+18.9% | Added |
| Aureus Asset Management, LLC | 2,673 | $265.9K | 0.02% | +2,673 | New |
| McGlone Suttner Wealth Management, Inc. | 2,654 | $264.1K | 0.05% | +2,654 | New |
| Stratos Wealth Partners, LTD. | 2,633 | $262.0K | 0.00% | +2,633 | New |
| Camden Capital, LLC | 2,606 | $259.3K | 0.03% | +2,606 | New |
| Gamco Investors, Inc. Et Al | 2,600 | $258.7K | 0.00% | −3,400−56.7% | Reduced |
| Harmony Asset Management LLC | 2,595 | $258.2K | 0.09% | +2,595 | New |
| Ausdal Financial Partners, Inc. | 2,584 | $257.1K | 0.03% | +2,584 | New |
| Magnolia Capital Management Ltd | 2,580 | $257.0K | 0.20% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,574 | $256.1K | 0.00% | +2,574 | New |
| Prospect Financial Services LLC | 2,572 | $255.9K | 0.16% | +2,572 | New |
| Personal Cfo Solutions, LLC | 2,565 | $255.2K | 0.04% | +161+6.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,544 | $253.2K | 0.13% | +2,544 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,145 | $252.9K | 0.00% | +2,145 | New |
| Ariadne Wealth Management, LP | 2,062 | $251.9K | 0.14% | +2,062 | New |
| Stephenson National Bank & Trust | 2,523 | $251.0K | 0.08% | −89−3.4% | Reduced |
| Brown Brothers Harriman & Co | 2,500 | $248.7K | 0.00% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 2,468 | $245.5K | 0.04% | +2,468 | New |
| Prospera Financial Services Inc | 2,446 | $243.2K | 0.01% | −1,466−37.5% | Reduced |
| Creative Financial Designs Inc | 2,440 | $242.8K | 0.02% | −1,350−35.6% | Reduced |
| Financial Partners Group, Inc | 2,414 | $240.1K | 0.04% | +2,414 | New |
| Verus Capital Partners, LLC | 2,400 | $238.8K | 0.02% | −173−6.7% | Reduced |
| Barton Investment Management | 2,400 | $238.8K | 0.03% | +2,400 | New |
| Mane Global Capital Management LP | 2,369 | $235.7K | 0.02% | −252,165−99.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,361 | $234.9K | 0.08% | −115−4.6% | Reduced |
| Advisor OS, LLC | 2,352 | $234.0K | 0.02% | +2,352 | New |
| Carolinas Wealth Consulting LLC | 2,351 | $233.8K | 0.04% | +900+62.0% | Added |
| Elevated Capital Advisors, LLC | 2,340 | $232.8K | 0.06% | −55−2.3% | Reduced |
| Wetherby Asset Management Inc | 2,340 | $232.8K | 0.01% | −474−16.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,339 | $232.7K | 0.01% | +78+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 2,335 | $232.3K | 0.01% | +2,335 | New |
| Prelude Capital Management, LLC | 2,334 | $232.2K | 0.02% | +2,334 | New |
| Wrapmanager Inc | 2,328 | $231.6K | 0.06% | +2,328 | New |
| Summit Trail Advisors, LLC | 2,328 | $231.6K | 0.01% | +2,328 | New |
| Accurate Wealth Management, LLC | 2,147 | $230.7K | 0.05% | +2,147 | New |
| Modera Wealth Management, LLC | 2,316 | $230.4K | 0.00% | +2,316 | New |
| Horizon Investment Services, LLC | 2,315 | $230.3K | 0.10% | −3,187−57.9% | Reduced |
| Waldron Private Wealth LLC | 2,279 | $226.7K | 0.01% | +2,279 | New |
| Bridges Investment Management Inc | 2,272 | $226.0K | 0.00% | −413−15.4% | Reduced |
| Ellevest, Inc. | 2,260 | $224.8K | 0.01% | +2,260 | New |
| Sym Financial Corp | 2,237 | $222.6K | 0.03% | +2,237 | New |
| Wedmont Private Capital | 2,085 | $222.5K | 0.01% | −279−11.8% | Reduced |
| Scientech Research LLC | 2,233 | $222.2K | 0.04% | +2,233 | New |
| First Hawaiian Bank | 2,203 | $219.2K | 0.01% | −17,614−88.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,203 | $219.1K | 0.06% | +2,203 | New |
| Private Trust Co NA | 2,202 | $219.1K | 0.02% | +440+25.0% | Added |
| Westside Investment Management, Inc. | 2,200 | $218.9K | 0.05% | −235−9.7% | Reduced |
| Ballentine Partners, LLC | 2,149 | $213.8K | 0.00% | +2,149 | New |
| Investors Asset Management of Georgia Inc | 2,125 | $211.4K | 0.10% | +2,125 | New |
| Benjamin Edwards Inc | 2,110 | $209.8K | 0.00% | +1,776+531.7% | Added |
| Financial Advocates Investment Management | 2,107 | $209.6K | 0.01% | +2,107 | New |
| NewEdge Wealth, LLC | 2,095 | $208.4K | 0.00% | +2,095 | New |
| FSA Advisors, Inc. | 2,074 | $206.3K | 0.21% | +2,074 | New |
| BluePath Capital Management, LLC | 2,060 | $205.0K | 0.13% | +2,060 | New |
| Icon Wealth Advisors, LLC | 2,050 | $204.0K | 0.02% | +512+33.3% | Added |
| Counterpoint Mutual Funds LLC | 2,036 | $202.6K | 0.04% | +2,036 | New |
| Fiduciary Family Office, LLC | 2,030 | $202.0K | 0.07% | −540−21.0% | Reduced |
| Eastern Bank | 2,030 | $202.0K | 0.00% | +2,030 | New |
| Goldstein Advisors, LLC | 2,027 | $201.7K | 0.03% | +2,027 | New |
| Clearstead Advisors, LLC | 2,024 | $201.4K | 0.00% | +164+8.8% | Added |
| Wealth Alliance | 2,021 | $201.1K | 0.02% | +2,021 | New |
| GAMMA Investing LLC | 1,904 | $189.4K | 0.02% | +962+102.1% | Added |
| Atlas Capital Advisors LLC | 1,874 | $186.4K | 0.03% | −300−13.8% | Reduced |
| Continuum Advisory, LLC | 1,481 | $179.2K | 0.02% | +394+36.2% | Added |
| Leonteq Securities AG | 1,756 | $174.7K | 0.02% | +299+20.5% | Added |
| Silver Oak Securities, Inc | 1,739 | $171.1K | 0.02% | +1,739 | New |
| Liberty One Investment Management, LLC | 1,684 | $167.5K | 0.02% | −126−7.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,672 | $166.3K | 0.02% | +520+45.1% | Added |
| Reuter James Wealth Management, LLC | 1,611 | $160.3K | 0.03% | +1,611 | New |
| Hazlett, Burt & Watson, Inc. | 1,625 | $159.0K | 0.07% | +1,240+322.1% | Added |
| Centiva Capital, LP | 1,581 | $157.3K | 0.01% | −6,162−79.6% | Reduced |
| Covestor Ltd | 1,554 | $155.0K | 0.10% | +148+10.5% | Added |
| Optimum Investment Advisors | 1,500 | $149.2K | 0.06% | +150+11.1% | Added |
| Horizon Investments, LLC | 1,466 | $145.9K | 0.00% | +1,029+235.5% | Added |
| First Community Trust NA | 1,446 | $143.9K | 0.12% | +156+12.1% | Added |
| Copeland Capital Management, LLC | 1,434 | $142.7K | 0.00% | +1,434 | New |
| Quest Partners LLC | 1,409 | $140.2K | 0.01% | −172−10.9% | Reduced |
| Hexagon Capital Partners LLC | 1,402 | $139.5K | 0.03% | +668+91.0% | Added |
| Tidemark, LLC | 1,385 | $137.8K | 0.06% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,382 | $137.5K | 0.02% | +1,382 | New |
| AlphaCentric Advisors LLC | 1,371 | $136.4K | 0.10% | −38−2.7% | Reduced |
| IFP Advisors, Inc | 1,273 | $126.7K | 0.00% | −404−24.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,236 | $123.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,215 | $120.8K | 0.01% | +51+4.4% | Added |
| TFC Financial Management | 1,163 | $115.7K | 0.02% | +73+6.7% | Added |
| Compagnie Lombard Odier SCmA | 1,100 | $109.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 879 | $106.3K | 0.01% | −1,375−61.0% | Reduced |
| Salomon & Ludwin, LLC | 1,063 | $105.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,059 | $105.4K | 0.01% | +239+29.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,057 | $105.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,042 | $103.7K | 0.00% | +9+0.9% | Added |