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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truist Financial Corp | 66,578 | $7.56M | 0.01% | +22,544+51.2% | Added |
| Ibex Wealth Advisors | 66,750 | $7.58M | 0.89% | +66,750 | New |
| Payden & Rygel | 66,800 | $7.59M | 0.65% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 67,006 | $7.61M | 2.19% | +67,006 | New |
| Private Advisory Group LLC | 67,429 | $7.66M | 0.86% | +1,719+2.6% | Added |
| Wolverine Trading, LLC | 66,383 | $7.71M | 0.17% | +36,978+125.8% | Added |
| Sycomore Asset Management | 76,651 | $7.71M | 1.10% | −35,290−31.5% | Reduced |
| British Columbia Investment Management Corp | 68,243 | $7.75M | 0.05% | +8,905+15.0% | Added |
| USS Investment Management Ltd | 68,301 | $7.76M | 0.06% | +68,301 | New |
| State of Michigan Retirement System | 68,400 | $7.77M | 0.04% | +68,400 | New |
| Xponance, Inc. | 68,683 | $7.80M | 0.07% | +6,322+10.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 69,158 | $7.86M | 0.13% | +69,158 | New |
| Oak Grove Capital LLC | 69,180 | $7.86M | 1.58% | −19,255−21.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 69,503 | $7.90M | 0.19% | +4,382+6.7% | Added |
| IFM Investors Pty Ltd | 70,032 | $7.96M | 0.08% | −6,042−7.9% | Reduced |
| Lazard Asset Management LLC | 71,126 | $8.08M | 0.01% | +40,120+129.4% | Added |
| Jones Financial Companies LLLP | 71,421 | $8.11M | 0.01% | +59,735+511.2% | Added |
| Independent Advisor Alliance | 71,611 | $8.14M | 0.11% | +3,868+5.7% | Added |
| Sculptor Capital LP | 72,000 | $8.18M | 0.13% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 72,323 | $8.22M | 1.92% | −911−1.2% | Reduced |
| Captrust Financial Advisors | 72,554 | $8.24M | 0.02% | +17,276+31.3% | Added |
| Berkshire Capital Holdings Inc | 73,150 | $8.31M | 3.00% | −57,860−44.2% | Reduced |
| Tredje AP-fonden | 73,987 | $8.41M | 0.08% | +17,014+29.9% | Added |
| Blair William & Co | 74,158 | $8.43M | 0.02% | +67,290+979.8% | Added |
| Honeycomb Asset Management LP | 75,000 | $8.52M | 3.18% | +75,000 | New |
| Verde Servicos Internacionais S.A. | 75,446 | $8.57M | 3.69% | +19,483+34.8% | Added |
| Sumitomo Life Insurance Co | 76,145 | $8.65M | 0.16% | +8,445+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 76,361 | $8.68M | 0.08% | +3,080+4.2% | Added |
| Quantitative Investment Management, LLC | 76,582 | $8.70M | 0.65% | +76,582 | New |
| Boothbay Fund Management, LLC | 77,211 | $8.77M | 0.27% | −19,158−19.9% | Reduced |
| Oppenheimer & Co Inc | 77,983 | $8.86M | 0.13% | +32,304+70.7% | Added |
| Silvant Capital Management LLC | 78,135 | $8.88M | 0.37% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 78,653 | $8.94M | 0.03% | −48,622−38.2% | Reduced |
| BOCHK Asset Management Ltd | 79,450 | $9.03M | 2.76% | −4,450−5.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 80,400 | $9.13M | 0.09% | −5,200−6.1% | Reduced |
| Standard Life Aberdeen plc | 79,543 | $9.16M | 0.02% | −21,955−21.6% | Reduced |
| Portolan Capital Management, LLC | 80,631 | $9.16M | 0.62% | −58,246−41.9% | Reduced |
| Quantinno Capital Management LP | 81,539 | $9.26M | 0.09% | +11,330+16.1% | Added |
| Woodline Partners LP | 81,552 | $9.27M | 0.06% | −327,191−80.0% | Reduced |
| Janney Capital Management LLC | 81,735 | $9.29M | 0.61% | −2,723−3.2% | Reduced |
| Polar Capital Holdings Plc | 82,800 | $9.41M | 0.05% | −63,000−43.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 84,603 | $9.61M | 0.04% | +84,603 | New |
| Royce & Associates LP | 84,741 | $9.63M | 0.09% | −5,717−6.3% | Reduced |
| Flputnam Investment Management Co | 85,550 | $9.72M | 0.18% | +6,903+8.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 87,828 | $9.98M | 0.03% | +8,197+10.3% | Added |
| Beck Capital Management, LLC | 88,238 | $10.0M | 2.66% | +240.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 89,575 | $10.2M | 0.09% | −18,430−17.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 89,720 | $10.2M | 0.01% | +18,772+26.5% | Added |
| Zevenbergen Capital Investments LLC | 90,000 | $10.2M | 0.21% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 90,160 | $10.2M | 0.71% | +47,806+112.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 91,055 | $10.3M | 0.11% | +37,670+70.6% | Added |
| Balyasny Asset Management LLC | 91,719 | $10.4M | 0.02% | −490,661−84.3% | Reduced |
| Seldon Capital LP | 92,900 | $10.6M | 4.32% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 93,136 | $10.6M | 2.13% | +18,596+24.9% | Added |
| Sterling Capital Management LLC | 93,563 | $10.6M | 0.15% | +9,744+11.6% | Added |
| Vinva Investment Management Ltd | 92,714 | $10.8M | 0.42% | +1,647+1.8% | Added |
| MBB Public Markets I LLC | 95,000 | $10.8M | 1.28% | −8,008−7.8% | Reduced |
| DnB Asset Management AS | 95,099 | $10.8M | 0.05% | −1,573−1.6% | Reduced |
| Navellier & Associates Inc | 95,417 | $10.8M | 1.30% | +3,676+4.0% | Added |
| GWM Advisors LLC | 95,420 | $10.8M | 0.07% | +8,982+10.4% | Added |
| Jump Financial, LLC | 95,704 | $10.9M | 0.23% | −124,524−56.5% | Reduced |
| Daiwa Securities Group Inc. | 95,947 | $10.9M | 0.05% | +8,491+9.7% | Added |
| Quantbot Technologies LP | 96,020 | $10.9M | 0.40% | +83,029+639.1% | Added |
| Vontobel Holding Ltd. | 96,559 | $11.0M | 0.04% | −964−1.0% | Reduced |
| Avalon Global Asset Management LLC | 100,000 | $11.4M | 3.18% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 100,154 | $11.4M | 0.31% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 100,186 | $11.4M | 0.07% | −5,828−5.5% | Reduced |
| Gotham Asset Management, LLC | 101,224 | $11.5M | 0.11% | +894+0.9% | Added |
| Natixis Advisors, L.P. | 103,486 | $11.8M | 0.02% | −24,965−19.4% | Reduced |
| Arizona State Retirement System | 103,513 | $11.8M | 0.07% | +1,626+1.6% | Added |
| Mackenzie Financial Corp | 104,187 | $11.8M | 0.02% | +20,496+24.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 102,344 | $11.9M | 0.05% | +21,300+26.3% | Added |
| Traynor Capital Management, Inc. | 107,993 | $12.3M | 0.95% | +43,030+66.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 105,835 | $12.3M | 0.39% | −60,488−36.4% | Reduced |
| Albion Financial Group | 108,687 | $12.3M | 0.85% | +7,005+6.9% | Added |
| Advisor Group Holdings, Inc. | 111,021 | $12.4M | 0.03% | +27,080+32.3% | Added |
| Susquehanna Fundamental Investments, LLC | 109,158 | $12.4M | 0.21% | +109,158 | New |
| Riposte Capital LLC | 110,000 | $12.5M | 6.61% | −65,000−37.1% | Reduced |
| Chicago Capital, LLC | 110,286 | $12.5M | 0.33% | +94,195+585.4% | Added |
| Elite Wealth Management, Inc. | 110,518 | $12.6M | 2.94% | −5,590−4.8% | Reduced |
| Henshaw Capital LLC | 111,375 | $12.7M | 0.53% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 114,272 | $13.0M | 0.07% | +114,272 | New |
| KLP Kapitalforvaltning AS | 117,500 | $13.3M | 0.06% | +117,500 | New |
| Glynn Capital Management LLC | 118,554 | $13.5M | 3.18% | +118,554 | New |
| Omers Administration Corp | 118,753 | $13.5M | 0.12% | −74,239−38.5% | Reduced |
| Telemark Asset Management, LLC | 120,000 | $13.6M | 1.36% | +90,000+300.0% | Added |
| Goodlander Investment Management, LLC | 120,000 | $13.6M | 10.03% | +120,000 | New |
| Russell Investments Group, Ltd. | 120,540 | $13.7M | 0.02% | −147,927−55.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 118,749 | $13.7M | 0.06% | +45,792+62.8% | Added |
| Caisse de Depot Et Placement du Quebec | 122,780 | $13.9M | 0.03% | +122,780 | New |
| Quadrature Capital Ltd | 123,344 | $14.0M | 0.28% | +72,192+141.1% | Added |
| Andra AP-fonden | 126,600 | $14.4M | 0.23% | −54,400−30.1% | Reduced |
| Asset Management One Co.,Ltd. | 128,018 | $14.7M | 0.05% | −387−0.3% | Reduced |
| Loup Funds, LLC | 130,053 | $14.8M | 4.82% | −21,107−14.0% | Reduced |
| Forsta Ap-Fonden | 131,211 | $14.9M | 0.11% | −14,500−10.0% | Reduced |
| Toroso Investments, LLC | 131,538 | $14.9M | 0.12% | +68,909+110.0% | Added |
| State of New Jersey Common Pension Fund D | 132,347 | $15.0M | 0.06% | −1,555−1.2% | Reduced |
| Whittier Trust Co | 133,351 | $15.1M | 0.20% | +6,141+4.8% | Added |
| Verition Fund Management LLC | 134,878 | $15.3M | 0.08% | +13,381+11.0% | Added |
| Adage Capital Partners GP, L.L.C. | 136,474 | $15.5M | 0.03% | +70,317+106.3% | Added |