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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 2,712 | $308.1K | 0.02% | +2,712 | New |
| Optas, LLC | 2,737 | $310.9K | 0.07% | −129−4.5% | Reduced |
| Advisor OS, LLC | 2,766 | $314.2K | 0.04% | +414+17.6% | Added |
| Grandview Asset Management LLC | 2,771 | $315.0K | 0.12% | +2,771 | New |
| Wealth Management Partners, LLC | 2,780 | $315.8K | 0.14% | +2,780 | New |
| Quest Partners LLC | 2,793 | $317.3K | 0.04% | +1,384+98.2% | Added |
| CoreCap Advisors, LLC | 2,803 | $318.4K | 0.01% | −474−14.5% | Reduced |
| Banco BTG Pactual S.A. | 2,696 | $318.9K | 0.07% | +2,696 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 2,817 | $320.0K | 0.09% | +2,817 | New |
| Fukoku Mutual Life Insurance Co | 2,819 | $320.3K | 0.02% | −4,500−61.5% | Reduced |
| Washburn Capital Management, Inc. | 2,820 | $320.4K | 0.20% | +2,820 | New |
| Ingalls & Snyder LLC | 2,838 | $322.0K | 0.01% | −347−10.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,851 | $323.9K | 0.02% | +2,851 | New |
| GAMMA Investing LLC | 2,857 | $324.6K | 0.03% | +953+50.1% | Added |
| Natixis Investment Managers International | 2,867 | $325.7K | 0.03% | −390−12.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,872 | $326.3K | 0.02% | +537+23.0% | Added |
| Optimize Financial Inc | 2,900 | $329.5K | 0.25% | +2,900 | New |
| MIG Capital, LLC | 2,907 | $330.3K | 0.03% | +2,907 | New |
| Crossmark Global Holdings, Inc. | 2,914 | $331.0K | 0.01% | −36−1.2% | Reduced |
| BTG Pactual Asset Management US LLC | 2,919 | $331.6K | 0.04% | +451+18.3% | Added |
| Mirova | 2,928 | $332.6K | 0.06% | +2,928 | New |
| Guerra Pan Advisors, LLC | 2,930 | $332.9K | 0.24% | +2,930 | New |
| Yeomans Consulting Group, Inc. | 2,952 | $335.4K | 0.13% | +2,952 | New |
| Paradigm Financial Partners, LLC | 3,004 | $341.3K | 0.04% | −480−13.8% | Reduced |
| Mason & Associates Inc | 3,023 | $343.4K | 0.08% | +3,023 | New |
| Ausdal Financial Partners, Inc. | 3,053 | $346.8K | 0.03% | +469+18.2% | Added |
| Horizon Family Wealth, Inc. | 3,060 | $347.6K | 0.23% | −3−0.1% | Reduced |
| Howard Capital Management Inc. | 3,066 | $348.3K | 0.01% | +153+5.3% | Added |
| Insight Wealth Partners, LLC | 3,095 | $351.6K | 0.22% | +12+0.4% | Added |
| Harmony Asset Management LLC | 3,145 | $357.3K | 0.14% | +550+21.2% | Added |
| Cahill Financial Advisors Inc | 3,152 | $358.1K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,171 | $360.2K | 0.10% | +3,171 | New |
| Advyzon Investment Management, LLC | 3,196 | $363.1K | 0.14% | +3,196 | New |
| SG Americas Securities, LLC | 3,205 | $364.0K | 0.00% | −17,925−84.8% | Reduced |
| Buckingham Strategic Partners | 3,226 | $366.5K | 0.01% | +97+3.1% | Added |
| Lido Advisors, LLC | 3,240 | $368.1K | 0.00% | −345−9.6% | Reduced |
| Fulton Bank, N.A. | 3,252 | $369.5K | 0.01% | +201+6.6% | Added |
| EP Wealth Advisors, LLC | 3,272 | $371.8K | 0.00% | −1,006−23.5% | Reduced |
| Summit Trail Advisors, LLC | 3,277 | $372.3K | 0.01% | +949+40.8% | Added |
| Focus Financial Network, Inc. | 3,292 | $374.0K | 0.01% | +138+4.4% | Added |
| Kercheville Advisors, LLC | 3,300 | $374.9K | 0.15% | +3,300 | New |
| Creative Financial Designs Inc | 3,310 | $376.1K | 0.03% | +870+35.7% | Added |
| SageView Advisory Group, LLC | 3,332 | $378.6K | 0.02% | −32−1.0% | Reduced |
| Teacher Retirement System of Texas | 3,336 | $379.0K | 0.00% | −140,013−97.7% | Reduced |
| Icon Wealth Advisors, LLC | 3,336 | $379.0K | 0.03% | +1,286+62.7% | Added |
| Frank, Rimerman Advisors LLC | 3,351 | $380.7K | 0.03% | +41+1.2% | Added |
| Occudo Quantitative Strategies LP | 3,353 | $380.9K | 0.07% | +3,353 | New |
| Atomi Financial Group, Inc. | 3,358 | $381.5K | 0.02% | +289+9.4% | Added |
| Stratos Wealth Partners, LTD. | 3,367 | $382.5K | 0.01% | +734+27.9% | Added |
| Berbice Capital Management LLC | 3,400 | $386.3K | 0.31% | +3,400 | New |
| Exchange Traded Concepts, LLC | 3,404 | $386.7K | 0.01% | −1,184−25.8% | Reduced |
| Interchange Capital Partners, LLC | 3,069 | $388.6K | 0.14% | +3,069 | New |
| Gries Financial LLC | 3,438 | $390.6K | 0.07% | −577−14.4% | Reduced |
| First Hawaiian Bank | 3,447 | $391.6K | 0.01% | +1,244+56.5% | Added |
| Hudock, Inc. | 3,456 | $392.7K | 0.07% | +219+6.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,466 | $393.8K | 0.05% | +3,462+86,550.0% | Added |
| Counterpoint Mutual Funds LLC | 3,479 | $395.2K | 0.05% | +1,443+70.9% | Added |
| Axq Capital, LP | 3,484 | $395.8K | 0.18% | −1,674−32.5% | Reduced |
| Hummer Financial Advisory Services Inc | 3,500 | $397.6K | 0.31% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,505 | $398.2K | 0.06% | +192+5.8% | Added |
| Key Client Fiduciary Advisors, LLC | 3,519 | $399.8K | 0.18% | +340+10.7% | Added |
| Novare Capital Management LLC | 3,555 | $403.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,558 | $404.2K | 0.24% | +3,558 | New |
| Waddell & Associates, LLC | 3,589 | $407.7K | 0.04% | +30+0.8% | Added |
| Keybank National Association | 3,597 | $408.7K | 0.00% | −789−18.0% | Reduced |
| Board of the Pension Protection Fund | 3,600 | $409.0K | 0.47% | +3,600 | New |
| FDx Advisors, Inc. | 3,607 | $410.0K | 0.12% | −60−1.6% | Reduced |
| Prelude Capital Management, LLC | 3,609 | $410.0K | 0.03% | +1,275+54.6% | Added |
| Prakash Investment Advisors LLC | 3,620 | $411.3K | 0.41% | +3,620 | New |
| Farther Finance Advisors, LLC | 3,630 | $412.4K | 0.01% | −1,195−24.8% | Reduced |
| Rollins Financial Advisors, LLC | 3,649 | $414.6K | 0.06% | +3,649 | New |
| Bedell Frazier Investment Counseling, LLC | 3,654 | $415.1K | 0.10% | +3,654 | New |
| Sharp Financial Services, LLC | 3,655 | $415.2K | 0.32% | −300−7.6% | Reduced |
| Cigna Investments Inc | 3,675 | $417.0K | 0.07% | −44−1.2% | Reduced |
| Aaron Wealth Advisors | 3,688 | $419.0K | 0.05% | −148−3.9% | Reduced |
| Private Trust Co NA | 3,693 | $419.6K | 0.04% | +1,491+67.7% | Added |
| Prestige Wealth Management Group LLC | 3,695 | $419.8K | 0.09% | +85+2.4% | Added |
| Liberty Wealth Management LLC | 3,708 | $421.3K | 0.07% | −343−8.5% | Reduced |
| Diametric Capital, LP | 3,724 | $423.1K | 0.29% | −1,174−24.0% | Reduced |
| IFG Advisory, LLC | 3,756 | $426.7K | 0.02% | +3,756 | New |
| International Assets Investment Management, LLC | 3,611 | $427.2K | 0.04% | −141,843−97.5% | Reduced |
| Equitable Holdings, Inc. | 3,787 | $430.2K | 0.00% | +22+0.6% | Added |
| Davenport & Co LLC | 3,794 | $431.1K | 0.00% | +913+31.7% | Added |
| Hantz Financial Services, Inc. | 3,833 | $435.0K | 0.01% | −831−17.8% | Reduced |
| Fort Sheridan Advisors LLC | 3,840 | $436.3K | 0.06% | +315+8.9% | Added |
| Two Sigma Advisers, LP | 3,900 | $443.1K | 0.00% | −43,500−91.8% | Reduced |
| Fox Run Management, L.L.C. | 3,918 | $445.1K | 0.08% | −5,296−57.5% | Reduced |
| EntryPoint Capital, LLC | 3,924 | $445.8K | 0.19% | +259+7.1% | Added |
| Golden State Wealth Management, LLC | 3,943 | $448.0K | 0.07% | +3,943 | New |
| Vestmark Advisory Solutions, Inc. | 3,986 | $452.8K | 0.02% | +3,986 | New |
| Southport Management, L.L.C. | 4,000 | $454.4K | 1.65% | 00.0% | Unchanged |
| Guidance Capital, Inc | 3,114 | $455.6K | 0.14% | +3,114 | New |
| Kovitz Investment Group Partners, LLC | 4,038 | $459.0K | 0.00% | +4,038 | New |
| Bridgefront Capital, LLC | 4,069 | $462.3K | 0.16% | −2,893−41.6% | Reduced |
| Alps Advisors Inc | 4,095 | $465.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,143 | $470.7K | 0.04% | +67+1.6% | Added |
| Moneta Group Investment Advisors LLC | 4,145 | $470.9K | 0.01% | +1,233+42.3% | Added |
| Encompass More Asset Management | 4,145 | $470.9K | 0.16% | +667+19.2% | Added |
| SkyOak Wealth, LLC | 4,165 | $473.2K | 0.10% | +1,000+31.6% | Added |
| Values First Advisors, Inc. | 4,182 | $475.1K | 0.26% | +4,182 | New |