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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
RFG Advisory, LLC1,893$215.1K0.01%+1,893New
Mindset Wealth Management, LLC1,909$216.9K0.08%+1,909New
Register Financial Advisors LLC1,910$217.0K0.11%+1,910New
Freestone Capital Holdings, LLC1,911$217.1K0.01%+1,911New
Flagship Harbor Advisors, LLC1,918$217.9K0.01%+1,918New
Aptus Capital Advisors, LLC1,922$218.4K0.00%+1,922New
Optimum Investment Advisors1,950$221.5K0.10%+450+30.0%Added
bLong Financial, LLC1,950$221.5K0.18%+1,950New
Campbell & CO Investment Adviser LLC1,974$224.3K0.02%+1,974New
Worth Financial Advisory Group, LLC1,981$225.1K0.14%+1,981New
Ofi Invest Asset Management2,058$225.8K0.01%+2,058New
Paradigm Asset Management Co LLC2,000$227.2K0.06%+2,000New
Harbor Advisors LLC2,000$227.2K0.04%+2,000New
Left Brain Wealth Management, LLC2,000$227.2K0.09%+2,000New
Gallacher Capital Management LLC2,000$227.2K0.11%+2,000New
Carolinas Wealth Consulting LLC2,001$227.2K0.04%−350−14.9%Reduced
Investment Partners, Ltd.2,002$227.4K0.09%+2,002New
Aster Capital Management (DIFC) Ltd2,022$229.7K0.09%+2,022New
Eastern Bank2,030$230.6K0.00%00.0%Unchanged
denkapparat Operations GmbH2,044$232.2K0.34%+2,044New
Pension & Wealth Management Advisors, Inc.2,054$233.4K0.09%−490−19.3%Reduced
Valeo Financial Advisors, LLC2,073$235.5K0.01%+2,073New
Aspetuck Financial Management LLC2,078$236.1K0.18%+2,078New
Pinkerton Retirement Specialists, LLC2,079$236.2K0.03%+2,079New
TrinityPoint Wealth, LLC2,106$239.3K0.03%+2,106New
Brendel Financial Advisors LLC2,114$240.0K0.15%+2,114New
Fidelis Capital Partners, LLC2,133$240.2K0.02%+2,133New
Bogart Wealth, LLC2,124$241.3K0.01%+2,124New
Investors Asset Management of Georgia Inc2,125$241.4K0.12%00.0%Unchanged
AIA Group Ltd2,127$241.6K0.01%+2,127New
Camden Capital, LLC2,128$241.8K0.03%−478−18.3%Reduced
Secure Asset Management, LLC2,128$241.8K0.04%+2,128New
Glass Jacobson Investment Advisors llc2,132$242.2K0.08%−229−9.7%Reduced
Magnus Financial Group LLC2,135$242.6K0.02%+2,135New
Flow Traders U.S. LLC2,141$243.0K0.01%+2,141New
Moody Lynn & Lieberson, LLC2,144$243.6K0.01%−750−25.9%Reduced
Ballentine Partners, LLC2,147$243.9K0.00%−2−0.1%Reduced
Geneos Wealth Management Inc.2,147$243.9K0.01%+1,115+108.0%Added
Journey Strategic Wealth LLC2,164$245.9K0.01%+2,164New
Hexagon Capital Partners LLC2,172$246.8K0.04%+770+54.9%Added
Goldstein Advisors, LLC2,175$247.1K0.04%+148+7.3%Added
Verus Capital Partners, LLC2,195$249.4K0.02%−205−8.5%Reduced
Bellecapital International Ltd.2,196$249.5K0.04%+2,196New
Financial Advocates Investment Management2,203$250.3K0.01%+96+4.6%Added
Founders Financial Securities LLC2,207$250.7K0.02%+2,207New
XTX Topco Ltd2,213$251.4K0.02%−5,599−71.7%Reduced
McGlone Suttner Wealth Management, Inc.2,227$253.0K0.04%−427−16.1%Reduced
Nemes Rush Group LLC2,249$255.5K0.03%+1,635+266.3%Added
Bridges Investment Management Inc2,272$258.1K0.00%00.0%Unchanged
Optimist Retirement Group LLC2,293$260.5K0.12%−384−14.3%Reduced
Waldron Private Wealth LLC2,294$260.6K0.01%+15+0.7%Added
Barton Investment Management2,300$261.3K0.03%−100−4.2%Reduced
Ariadne Wealth Management, LP2,094$263.3K0.12%+32+1.6%Added
State of Wyoming2,318$263.3K0.03%+2,318New
GeoWealth Management, LLC2,355$267.6K0.01%−318−11.9%Reduced
Mane Global Capital Management LP2,369$269.1K0.01%00.0%Unchanged
Heritage Trust Co2,390$271.5K0.03%+2,390New
Wetherby Asset Management Inc2,391$271.6K0.01%+51+2.2%Added
Ellevest, Inc.2,393$271.9K0.02%+133+5.9%Added
NewEdge Wealth, LLC2,394$272.0K0.00%+299+14.3%Added
Horizon Investment Services, LLC2,410$273.8K0.12%+95+4.1%Added
HCR Wealth Advisors2,417$274.6K0.03%+2,417New
Cavalier Investments, LLC2,422$275.2K0.09%−28,994−92.3%Reduced
West Michigan Advisors, LLC2,423$275.3K0.08%+2,423New
Gen-Wealth Partners Inc2,428$275.8K0.12%+12+0.5%Added
Teza Capital Management LLC2,458$279.3K0.04%−11,616−82.5%Reduced
Leavell Investment Management, Inc.2,465$280.0K0.01%+2,465New
Financial Partners Group, Inc2,468$280.3K0.04%+54+2.2%Added
Fedenia Advisers LLC2,470$280.6K0.16%+2,470New
Wrapmanager Inc2,480$281.8K0.07%+152+6.5%Added
BluePath Capital Management, LLC2,272$281.8K0.15%+212+10.3%Added
Pensionmark Financial Group, LLC2,497$283.7K0.01%+2,497New
Gamco Investors, Inc. Et Al2,500$284.0K0.00%−100−3.8%Reduced
WS Portfolio Advisory, LLC2,500$284.0K1.16%+2,500New
Brown Brothers Harriman & Co2,507$284.8K0.00%+7+0.3%Added
Cynosure Management, LLC2,516$285.8K0.04%−1,544−38.0%Reduced
Level Four Advisory Services, LLC2,519$286.2K0.01%−1,413−35.9%Reduced
Prospect Financial Services LLC2,520$286.3K0.16%−52−2.0%Reduced
Accurate Wealth Management, LLC2,234$288.1K0.06%+87+4.1%Added
Benjamin Edwards Inc2,558$290.6K0.00%+448+21.2%Added
Bank Julius Baer & Co. Ltd, Zurich2,325$291.5K0.00%+180+8.4%Added
Concentrum Wealth Management2,566$291.5K0.10%+2,566New
Sym Financial Corp2,573$292.3K0.04%+336+15.0%Added
Wedmont Private Capital2,268$292.4K0.02%+183+8.8%Added
Magnolia Capital Management Ltd2,580$293.0K0.23%00.0%Unchanged
LaSalle St. Investment Advisors, LLC2,581$293.0K0.09%+2,581New
Affinity Investment Advisors, LLC2,580$293.1K0.24%+2,580New
Wealth Management Associates, Inc.2,582$293.3K0.13%−1,136−30.6%Reduced
Personal Cfo Solutions, LLC2,588$294.1K0.06%+23+0.9%Added
Change Path, LLC2,616$297.2K0.01%−210−7.4%Reduced
Elm3 Financial Group, LLC2,623$298.0K0.25%+2,623New
Sheaff Brock Investment Advisors, LLC2,625$298.2K0.03%+2,625New
Argentarii, LLC2,626$298.3K0.15%+2,626New
Two Sigma Securities, LLC2,640$299.9K0.05%+2,640New
FineMark National Bank & Trust2,640$299.9K0.01%+2,640New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,654$301.5K0.01%+2,654New
Huntington National Bank2,668$303.1K0.00%+1,739+187.2%Added
Aureus Asset Management, LLC2,673$303.7K0.02%00.0%Unchanged
Thompson Davis & Co., Inc.2,700$306.7K0.20%−1,600−37.2%Reduced
Forum Financial Management, LP2,705$307.3K0.01%+2,705New