Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Vertiv Holdings Co as of Dec 31, 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
1,202
+199 vs. Q3 2024
Shares held
311.8M
−6.47M (−2.0%) vs. Q3 2024
Total value
$35.5B
+$3.82B (+12.1%) vs. Q3 2024
New holders
292
449 more added
Sold out
93
376 more reduced

21 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,202 institutions
Q1 2021: 278 institutionsQ2 2021: 294 institutionsQ3 2021: 294 institutionsQ4 2021: 307 institutionsQ1 2022: 294 institutionsQ2 2022: 290 institutionsQ3 2022: 254 institutionsQ4 2022: 286 institutionsQ1 2023: 298 institutionsQ2 2023: 352 institutionsQ3 2023: 454 institutionsQ4 2023: 583 institutionsQ1 2024: 759 institutionsQ2 2024: 909 institutionsQ3 2024: 1,024 institutionsQ4 2024: 1,202 institutionsQ1 2025: 1,148 institutionsQ2 2025: 1,310 institutionsQ3 2025: 1,436 institutionsQ4 2025: 1,614 institutionsQ1 2026: 1,841 institutionsQ2 2026: 2,061 institutions
Value heldQ4 2024: $35.5B
Q1 2021: $6.55BQ2 2021: $9.23BQ3 2021: $7.83BQ4 2021: $8.19BQ1 2022: $4.66BQ2 2022: $2.77BQ3 2022: $3.40BQ4 2022: $4.67BQ1 2023: $4.85BQ2 2023: $8.44BQ3 2023: $12.7BQ4 2023: $16.5BQ1 2024: $25.2BQ2 2024: $27.0BQ3 2024: $32.0BQ4 2024: $35.5BQ1 2025: $21.7BQ2 2025: $39.4BQ3 2025: $45.3BQ4 2025: $48.5BQ1 2026: $78.7BQ2 2026: $105.0B
Institutions holding VRT and their total value by quarter
QuarterHoldersValue
Q2 20262,061$105.0B
Q1 20261,841$78.7B
Q4 20251,614$48.5B
Q3 20251,436$45.3B
Q2 20251,310$39.4B
Q1 20251,148$21.7B
Q4 20241,202$35.5B
Q3 20241,024$32.0B
Q2 2024909$27.0B
Q1 2024759$25.2B
Q4 2023583$16.5B
Q3 2023454$12.7B
Q2 2023352$8.44B
Q1 2023298$4.85B
Q4 2022286$4.67B
Q3 2022254$3.40B
Q2 2022290$2.77B
Q1 2022294$4.66B
Q4 2021307$8.19B
Q3 2021294$7.83B
Q2 2021294$9.23B
Q1 2021278$6.55B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2024.

Institutions holding VRT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners4$00.00%00.0%Unchanged
Wood Tarver Financial Group, LLC4$00.00%+4New
Laurel Wealth Advisors LLC1$1140.00%+1New
Concord Wealth Partners1$1140.00%+1New
Logan Capital Management Inc3$3410.00%+3New
Cranbrook Wealth Management, LLC4$4550.00%00.0%Unchanged
Tucker Asset Management LLC5$5680.00%+5New
Parkworth Wealth Management, Inc.5$5680.00%+5New
Country Trust Bank6$6820.00%00.0%Unchanged
Aspect Partners, LLC6$6820.00%00.0%Unchanged
BankPlus Trust Department7$7950.00%+7New
WealthTrak Capital Management LLC7$7960.00%+7New
BOK Financial Private Wealth, Inc.8$9090.00%00.0%Unchanged
Hager Investment Management Services, LLC8$9090.00%+8New
Bank of Jackson Hole Trust8$9090.00%+8New
Riverview Trust Co9$1.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC9$1.02K0.00%+9New
North Star Investment Management Corp.10$1.14K0.00%−90−90.0%Reduced
Financial Management Professionals, Inc.10$1.14K0.00%+10New
Cassady Schiller Wealth Management, LLC11$1.25K0.00%+11New
Principia Wealth Advisory, LLC11$1.25K0.00%+11New
Synergy Financial Management, LLC14$1.39K0.00%+14New
HHM Wealth Advisors, LLC13$1.48K0.00%+13New
NBC Securities, Inc.14$1.65K0.15%−13,111−99.9%Reduced
Van Hulzen Asset Management, LLC15$1.71K0.00%+15New
UMA Financial Services, Inc.15$1.73K0.00%+15New
Sierra Ocean, LLC17$1.93K0.00%+17New
Truvestments Capital LLC20$2.27K0.00%+20New
Maia Wealth LLC20$2.27K0.00%+20New
Mascoma Wealth Management LLC21$2.39K0.00%+21New
Caitong International Asset Management Co., Ltd22$2.50K0.00%+22New
Salem Investment Counselors Inc23$2.61K0.00%−11−32.4%Reduced
Marshall & Sterling Wealth Advisors Inc.25$2.73K0.00%+25New
Cornerstone Planning Group LLC30$3.08K0.00%+10+50.0%Added
Medallion Wealth Advisors, LLC29$3.29K0.00%+29New
Investors Research Corp30$3.41K0.00%00.0%Unchanged
Centricity Wealth Management, LLC30$3.41K0.00%+30New
MB, Levis & Associates, LLC30$3.41K0.00%+30New
MPWM Advisory Solutions, LLC32$3.64K0.00%+32New
Fortitude Family Office, LLC33$3.75K0.00%+15+83.3%Added
DiNuzzo Private Wealth, Inc.33$3.75K0.00%+5+17.9%Added
Kayne Anderson Rudnick Investment Management LLC34$3.93K0.00%−27−44.3%Reduced
Ethos Financial Group, LLC35$3.98K0.00%+35New
Winthrop Capital Management, LLC38$4.00K0.00%+38New
Vermillion Wealth Management, Inc.40$4.54K0.00%+40New
Aventura Private Wealth, LLC43$4.88K0.00%+43New
Washington Trust Advisors, Inc.47$5.32K0.00%−76−61.8%Reduced
Quent Capital, LLC47$5.34K0.00%00.0%Unchanged
Hilltop National Bank50$5.68K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.50$5.68K0.00%00.0%Unchanged
DT Investment Partners, LLC50$5.68K0.00%+50New
Pier Capital, LLC51$5.79K0.00%−108−67.9%Reduced
Raffa Wealth Management, LLC52$5.91K0.00%00.0%Unchanged
Kennebec Savings Bank52$6.45K0.01%00.0%Unchanged
Center for Financial Planning, Inc.65$7.38K0.00%00.0%Unchanged
CVA Family Office, LLC65$7.38K0.00%+44+209.5%Added
Grove Bank & Trust65$7.38K0.00%+65New
IAG Wealth Partners, LLC67$7.61K0.00%00.0%Unchanged
MV Capital Management, Inc.77$8.75K0.00%+3+4.1%Added
Capital Advisors, Ltd. LLC76$9.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA79$9.00K0.00%00.0%Unchanged
Bessemer Group Inc80$9.00K0.00%+80New
Richards, Merrill & Peterson, Inc.80$9.09K0.00%+80New
FSA Wealth Management LLC83$9.43K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.81$9.48K0.01%+81New
Activest Wealth Management91$10.3K0.00%+63+225.0%Added
Chesapeake Asset Management LLC100$11.4K0.01%00.0%Unchanged
Tortoise Investment Management, LLC100$11.4K0.00%+100New
Johnson Financial Group, Inc.100$11.7K0.00%+100New
Avion Wealth107$12.0K0.00%+54+101.9%Added
Lummis Asset Management, LP112$12.7K0.02%−30−21.1%Reduced
Cape Investment Advisory, Inc.112$12.7K0.00%+57+103.6%Added
Hemington Wealth Management116$13.0K0.00%+56+93.3%Added
REAP Financial Group, LLC115$13.1K0.00%−50−30.3%Reduced
Highline Wealth Partners LLC124$14.1K0.00%+9+7.8%Added
Rosenberg Matthew Hamilton127$14.4K0.00%00.0%Unchanged
Sachetta, LLC131$14.9K0.01%+42+47.2%Added
HighMark Wealth Management LLC132$15.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC133$15.1K0.00%+36+37.1%Added
SJS Investment Consulting Inc.133$15.1K0.00%+94+241.0%Added
Red Tortoise LLC147$16.7K0.01%00.0%Unchanged
AdvisorNet Financial, Inc148$16.8K0.00%−202−57.7%Reduced
Piscataqua Savings Bank150$17.0K0.01%+150New
Financial Life Planners159$18.1K0.02%+159New
Bank of New Hampshire160$18.2K0.00%+160New
Householder Group Estate & Retirement Specialist, LLC170$19.0K0.01%+83+95.4%Added
Beacon Capital Management, LLC197$22.4K0.00%+82+71.3%Added
Godsey & Gibb Associates200$22.7K0.00%00.0%Unchanged
Anchor Investment Management, LLC200$22.7K0.00%00.0%Unchanged
HM Payson & Co200$22.7K0.00%+200New
Pacific Center for Financial Services200$22.7K0.01%+200New
Miller Wealth Advisors, LLC200$22.7K0.01%+200New
WR Wealth Planners, LLC201$22.8K0.01%+53+35.8%Added
Manchester Capital Management LLC208$23.6K0.00%+199+2,211.1%Added
MidAtlantic Capital Management, Inc.213$24.2K0.02%00.0%Unchanged
SOA Wealth Advisors, LLC.225$25.6K0.00%+225New
Old Second National Bank of Aurora260$29.5K0.01%+260New
Quarry LP275$31.2K0.01%−334−54.8%Reduced
CarsonAllaria Wealth Management, Ltd.276$31.4K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC292$33.2K0.01%+111+61.3%Added