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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 300 | $34.0K | 0.02% | +300 | New |
| Farmers & Merchants Investments Inc | 300 | $34.1K | 0.00% | −200−40.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 300 | $34.1K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 313 | $35.6K | 0.00% | +150+92.0% | Added |
| Colonial Trust Co | 315 | $35.8K | 0.01% | +214+211.9% | Added |
| Ameriflex Group, Inc. | 320 | $37.4K | 0.02% | +320 | New |
| Ancora Advisors, LLC | 333 | $37.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 348 | $39.5K | 0.00% | +148+74.0% | Added |
| Mather Group, LLC. | 351 | $39.9K | 0.00% | +199+130.9% | Added |
| TD Private Client Wealth LLC | 371 | $42.1K | 0.00% | +223+150.7% | Added |
| Hollencrest Capital Management | 383 | $43.5K | 0.00% | −3−0.8% | Reduced |
| City Holding Co | 400 | $45.4K | 0.01% | +400 | New |
| BNP Paribas | 400 | $45.4K | 0.00% | +400 | New |
| Group One Trading, L.P. | 405 | $46.0K | 0.00% | +405 | New |
| Itau Unibanco Holding S.A. | 409 | $46.5K | 0.00% | −23,835−98.3% | Reduced |
| True Wealth Design, LLC | 422 | $48.0K | 0.02% | +56+15.3% | Added |
| Webster Bank, N. A. | 450 | $51.1K | 0.01% | +450 | New |
| Bell Investment Advisors, Inc | 453 | $51.5K | 0.01% | +6+1.3% | Added |
| Umb Bank N A | 463 | $52.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 491 | $55.8K | 0.02% | +190+63.1% | Added |
| R Squared Ltd | 500 | $56.8K | 0.06% | +500 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $56.8K | 0.02% | +500 | New |
| TruNorth Capital Management, LLC | 501 | $56.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 519 | $59.0K | 0.00% | +142+37.7% | Added |
| Crewe Advisors LLC | 527 | $59.9K | 0.01% | +527 | New |
| Fourth Dimension Wealth, LLC | 530 | $60.2K | 0.03% | +530 | New |
| Assetmark, Inc | 546 | $62.0K | 0.00% | +520+2,000.0% | Added |
| S.A. Mason LLC | 550 | $62.5K | 0.03% | +550 | New |
| SRS Capital Advisors, Inc. | 568 | $64.5K | 0.00% | −3,639−86.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 650 | $66.7K | 0.00% | +350+116.7% | Added |
| Massmutual Trust Co FSB | 588 | $66.8K | 0.00% | +215+57.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 586 | $67.0K | 0.05% | +586 | New |
| Global Trust Asset Management, LLC | 590 | $67.0K | 0.03% | +290+96.7% | Added |
| Wellington Shields Capital Management, LLC | 45,644 | $68.2K | 0.01% | +45,644 | New |
| Parkside Financial Bank & Trust | 606 | $68.8K | 0.01% | +4+0.7% | Added |
| Park Square Financial Group, LLC | 620 | $70.4K | 0.05% | +620 | New |
| Raleigh Capital Management Inc. | 660 | $74.9K | 0.03% | −11−1.6% | Reduced |
| Coppell Advisory Solutions LLC | 649 | $75.4K | 0.01% | +88+15.7% | Added |
| Allworth Financial LP | 531 | $79.0K | 0.00% | −107−16.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 715 | $81.2K | 0.02% | −171−19.3% | Reduced |
| LRI Investments, LLC | 720 | $81.8K | 0.01% | −159−18.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 739 | $84.0K | 0.00% | −318−30.1% | Reduced |
| Versant Capital Management, Inc | 748 | $85.0K | 0.02% | +152+25.5% | Added |
| Washington Trust Co | 760 | $86.3K | 0.00% | +200+35.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 837 | $95.1K | 0.02% | +121+16.9% | Added |
| Generali Asset Management SPA SGR | 881 | $100.1K | 0.00% | +881 | New |
| Bayforest Capital Ltd | 885 | $100.5K | 0.13% | +885 | New |
| Quadrant Capital Group LLC | 912 | $103.6K | 0.01% | +13+1.4% | Added |
| WPG Advisers, LLC | 924 | $105.0K | 0.10% | +924 | New |
| Glen Eagle Advisors, LLC | 926 | $105.2K | 0.02% | +926 | New |
| Whipplewood Advisors, LLC | 943 | $107.1K | 0.06% | +943 | New |
| Colonial Trust Advisors | 951 | $108.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 956 | $108.6K | 0.01% | +498+108.7% | Added |
| Harbour Investments, Inc. | 971 | $110.3K | 0.00% | +41+4.4% | Added |
| Zions Bancorporation, N.A. | 995 | $113.0K | 0.01% | +995 | New |
| Nkcfo LLC | 1,000 | $114.0K | 0.05% | −14,000−93.3% | Reduced |
| Cito Capital Group, LLC | 1,000 | $114.0K | 0.04% | −10,000−90.9% | Reduced |
| Salomon & Ludwin, LLC | 1,010 | $114.7K | 0.01% | −53−5.0% | Reduced |
| TFC Financial Management | 1,064 | $120.9K | 0.02% | −99−8.5% | Reduced |
| Larson Financial Group LLC | 1,095 | $124.4K | 0.01% | +256+30.5% | Added |
| Compagnie Lombard Odier SCmA | 1,100 | $125.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,126 | $127.9K | 0.00% | +84+8.1% | Added |
| AlphaCentric Advisors LLC | 1,167 | $132.6K | 0.13% | −204−14.9% | Reduced |
| Clearstead Advisors, LLC | 1,207 | $137.2K | 0.00% | −817−40.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,224 | $139.1K | 0.04% | −2,818−69.7% | Reduced |
| Stephenson National Bank & Trust | 1,260 | $143.1K | 0.05% | −1,263−50.1% | Reduced |
| Smartleaf Asset Management LLC | 1,240 | $144.0K | 0.01% | +592+91.4% | Added |
| Westside Investment Management, Inc. | 1,335 | $151.7K | 0.03% | −865−39.3% | Reduced |
| Covestor Ltd | 1,385 | $157.0K | 0.10% | −169−10.9% | Reduced |
| Tidemark, LLC | 1,386 | $157.4K | 0.06% | +1+0.1% | Added |
| Stance Capital LLC | 1,396 | $158.6K | 0.10% | +1,396 | New |
| Rothschild Investment LLC | 1,409 | $160.1K | 0.01% | +194+16.0% | Added |
| EverSource Wealth Advisors, LLC | 1,419 | $161.2K | 0.01% | −920−39.3% | Reduced |
| Copeland Capital Management, LLC | 1,435 | $163.0K | 0.00% | +1+0.1% | Added |
| Atticus Wealth Management, LLC | 1,442 | $163.9K | 0.05% | +439+43.8% | Added |
| First Community Trust NA | 1,446 | $164.3K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,477 | $167.8K | 0.00% | −1,859−55.7% | Reduced |
| Canton Hathaway, LLC | 1,500 | $170.0K | 0.04% | +1,500 | New |
| Hazlett, Burt & Watson, Inc. | 1,521 | $171.0K | 0.08% | −104−6.4% | Reduced |
| Continuum Advisory, LLC | 1,514 | $172.0K | 0.02% | +33+2.2% | Added |
| Liberty One Investment Management, LLC | 1,691 | $192.1K | 0.02% | +7+0.4% | Added |
| Proequities, Inc. | 1,298 | $192.9K | 0.01% | +239+22.6% | Added |
| RiverPark Advisors, LLC | 697 | $198.1K | 0.16% | +316+82.9% | Added |
| Global Assets Advisory, LLC | 1,697 | $200.8K | 0.11% | +1,697 | New |
| ASB Consultores, LLC | 1,768 | $200.9K | 0.08% | +1,768 | New |
| Reuter James Wealth Management, LLC | 1,770 | $201.1K | 0.04% | +159+9.9% | Added |
| Centaurus Financial, Inc. | 1,777 | $202.0K | 0.01% | −2,298−56.4% | Reduced |
| GTS Securities LLC | 1,786 | $202.9K | 0.01% | −32,071−94.7% | Reduced |
| Horizon Investments, LLC | 1,787 | $203.0K | 0.01% | +321+21.9% | Added |
| World Equity Group, Inc. | 1,806 | $205.2K | 0.04% | +1,806 | New |
| FSA Advisors, Inc. | 2,074 | $206.5K | 0.25% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,833 | $208.3K | 0.09% | +1,833 | New |
| Capital Advisors Wealth Management, LLC | 1,837 | $208.7K | 0.04% | +1,837 | New |
| Titleist Asset Management, LLC | 1,837 | $208.7K | 0.02% | +1,837 | New |
| StrongBox Wealth, LLC | 1,845 | $209.6K | 0.09% | +1,845 | New |
| IHT Wealth Management, LLC | 1,855 | $210.7K | 0.01% | +1,855 | New |
| Cura Wealth Advisors, LLC | 1,860 | $211.3K | 0.09% | +1,860 | New |
| AE Wealth Management LLC | 1,865 | $211.9K | 0.00% | −709−27.5% | Reduced |
| SFE Investment Counsel | 1,870 | $212.5K | 0.05% | +1,870 | New |
| Atlas Capital Advisors LLC | 1,874 | $212.9K | 0.03% | 00.0% | Unchanged |