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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 4,185 | $475.4K | 0.02% | +68+1.7% | Added |
| Benchmark Investment Advisors LLC | 4,209 | $478.2K | 0.31% | +4,209 | New |
| Almanack Investment Partners, LLC. | 4,220 | $479.5K | 0.07% | +420+11.1% | Added |
| Whalen Wealth Management Inc. | 4,240 | $481.7K | 0.33% | +4,240 | New |
| Parcion Private Wealth LLC | 4,243 | $482.0K | 0.04% | −67−1.6% | Reduced |
| Caxton Associates LP | 4,247 | $482.5K | 0.02% | +4,247 | New |
| Bluesphere Advisors, LLC | 4,291 | $487.5K | 0.24% | +1,482+52.8% | Added |
| Phoenix Holdings Ltd. | 4,293 | $487.8K | 0.01% | −447−9.4% | Reduced |
| Alta Wealth Advisors LLC | 4,312 | $489.9K | 0.21% | +4,312 | New |
| B&L Asset Management LLC | 4,371 | $496.6K | 0.32% | +4,371 | New |
| Harbor Investment Advisory, LLC | 4,397 | $499.5K | 0.05% | +2,725+163.0% | Added |
| MONECO Advisors, LLC | 4,399 | $499.7K | 0.05% | −295−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,400 | $499.9K | 0.01% | −817−15.7% | Reduced |
| Tema ETFs LLC | 4,424 | $502.6K | 0.21% | +4,424 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,449 | $505.4K | 0.20% | −75−1.7% | Reduced |
| Mizuho Markets Americas LLC | 4,461 | $506.8K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,500 | $511.2K | 0.03% | +1,763+64.4% | Added |
| HB Wealth Management, LLC | 4,498 | $511.3K | 0.01% | +528+13.3% | Added |
| Qtron Investments LLC | 4,508 | $512.2K | 0.07% | −1,714−27.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,525 | $514.1K | 0.09% | +4,525 | New |
| Sig Brokerage, LP | 4,598 | $522.4K | 0.24% | +4,598 | New |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $522.6K | 0.09% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 4,625 | $525.4K | 0.28% | +300+6.9% | Added |
| Delta Investment Management, LLC | 4,632 | $526.2K | 0.10% | +323+7.5% | Added |
| First Horizon Advisors, Inc. | 4,690 | $532.8K | 0.01% | −114−2.4% | Reduced |
| AlTi Global, Inc. | 4,700 | $534.0K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,706 | $534.7K | 0.02% | +597+14.5% | Added |
| NEOS Investment Management LLC | 4,740 | $538.5K | 0.01% | +4,740 | New |
| Rakuten Securities, Inc. | 4,757 | $540.4K | 0.21% | −14,352−75.1% | Reduced |
| Huntleigh Advisors, Inc. | 4,762 | $541.0K | 0.12% | +4,762 | New |
| D.A. Davidson & Co. | 4,784 | $543.5K | 0.00% | +265+5.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,787 | $543.9K | 0.02% | −408−7.9% | Reduced |
| JBR Co Financial Management Inc | 4,808 | $546.2K | 0.33% | −153−3.1% | Reduced |
| Parallel Advisors, LLC | 4,829 | $548.7K | 0.01% | +1,437+42.4% | Added |
| Gladstone Institutional Advisory LLC | 4,835 | $549.3K | 0.03% | −1,720−26.2% | Reduced |
| Segment Wealth Management, LLC | 4,845 | $550.4K | 0.04% | +170+3.6% | Added |
| Unique Wealth Strategies, LLC | 4,860 | $552.1K | 0.24% | +4,860 | New |
| Eqis Capital Management, Inc. | 4,872 | $553.5K | 0.05% | −1,657−25.4% | Reduced |
| Yousif Capital Management, LLC | 4,888 | $555.3K | 0.01% | +20+0.4% | Added |
| Richard W. Paul & Associates, LLC | 4,917 | $558.7K | 0.20% | −115−2.3% | Reduced |
| Metis Global Partners, LLC | 4,931 | $560.2K | 0.02% | +329+7.1% | Added |
| Diversify Advisory Services, LLC | 4,377 | $564.4K | 0.03% | +4,377 | New |
| Scientech Research LLC | 4,968 | $564.4K | 0.16% | +2,735+122.5% | Added |
| Capital Analysts, LLC | 5,000 | $568.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 5,000 | $568.0K | 0.01% | +5,000 | New |
| Polymer Capital Management (US) LLC | 5,000 | $568.0K | 0.18% | +5,000 | New |
| Churchill Management Corp | 5,021 | $570.4K | 0.01% | −310−5.8% | Reduced |
| Chicago Partners Investment Group LLC | 4,437 | $573.6K | 0.02% | +800+22.0% | Added |
| Precision Wealth Strategies, LLC | 5,075 | $576.6K | 0.45% | +304+6.4% | Added |
| Severin Investments, LLC | 5,082 | $577.4K | 0.58% | +5,082 | New |
| NorthCrest Asset Manangement, LLC | 5,102 | $579.6K | 0.02% | +250+5.2% | Added |
| Quantessence Capital LLC | 5,124 | $582.1K | 0.24% | +5,124 | New |
| Principal Securities, Inc. | 5,128 | $582.6K | 0.01% | +2,131+71.1% | Added |
| Arlington Financial Advisors, LLC | 5,150 | $585.1K | 0.12% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,152 | $585.3K | 0.06% | +265+5.4% | Added |
| Dynasty Wealth Management, LLC | 5,160 | $586.2K | 0.01% | −240−4.4% | Reduced |
| Aristeia Capital LLC | 5,164 | $586.7K | 0.02% | +5,164 | New |
| Mission Wealth Management, LP | 5,178 | $588.3K | 0.01% | +1,543+42.4% | Added |
| Claro Advisors LLC | 5,185 | $589.1K | 0.08% | +30+0.6% | Added |
| Venturi Wealth Management, LLC | 5,244 | $595.8K | 0.03% | +4,575+683.9% | Added |
| C M Bidwell & Associates Ltd | 5,255 | $597.0K | 0.36% | −62−1.2% | Reduced |
| Sovereign Financial Group, Inc. | 5,260 | $597.6K | 0.14% | −22−0.4% | Reduced |
| Pallas Capital Advisors LLC | 5,377 | $610.9K | 0.03% | +226+4.4% | Added |
| Emerald Advisers, LLC | 5,387 | $612.0K | 0.02% | −4,184−43.7% | Reduced |
| Arete Wealth Advisors, LLC | 5,392 | $614.0K | 0.04% | −571−9.6% | Reduced |
| Beck Bode, LLC | 5,429 | $616.8K | 0.11% | +5,429 | New |
| PFG Investments, LLC | 5,432 | $617.1K | 0.04% | +5,432 | New |
| Petra Financial Advisors Inc | 5,479 | $622.5K | 0.42% | +119+2.2% | Added |
| Fieldview Capital Management, LLC | 5,480 | $622.6K | 0.10% | +5,480 | New |
| Allianz SE | 5,370 | $623.8K | 0.02% | +1,170+27.9% | Added |
| Green Square Capital Advisors LLC | 5,500 | $624.9K | 0.09% | −250−4.3% | Reduced |
| New Wave Wealth Advisors LLC | 5,555 | $631.1K | 0.26% | −204−3.5% | Reduced |
| Vise Technologies, Inc. | 5,594 | $635.5K | 0.05% | +1,127+25.2% | Added |
| Ring Mountain Capital, LLC | 5,604 | $636.7K | 0.43% | +5,604 | New |
| Wealthedge Investment Advisors, LLC | 5,625 | $639.1K | 0.29% | +5,625 | New |
| Menard Financial Group LLC | 5,652 | $642.1K | 0.39% | −901−13.7% | Reduced |
| Sheets Smith Wealth Management | 5,693 | $646.8K | 0.08% | +5,693 | New |
| Veracity Capital LLC | 5,698 | $647.4K | 0.24% | +258+4.7% | Added |
| Lake Street Advisors Group, LLC | 5,751 | $653.4K | 0.03% | +155+2.8% | Added |
| American Trust | 5,793 | $658.1K | 0.05% | −155−2.6% | Reduced |
| Kingsview Wealth Management, LLC | 5,873 | $667.2K | 0.01% | +2,219+60.7% | Added |
| Reliant Investment Partners, LLC | 5,928 | $673.5K | 0.60% | +5,928 | New |
| Panagora Asset Management Inc | 5,932 | $673.9K | 0.00% | +5,932 | New |
| Quantum Private Wealth, LLC | 5,938 | $674.6K | 0.22% | +500+9.2% | Added |
| Ayrshire Capital Management LLC | 5,961 | $677.3K | 0.33% | +5,961 | New |
| IAM Advisory, LLC | 6,012 | $683.0K | 0.17% | +193+3.3% | Added |
| J.W. Cole Advisors, Inc. | 6,096 | $692.5K | 0.03% | −1,437−19.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 6,123 | $695.7K | 0.68% | +6,123 | New |
| TownSquare Capital, LLC | 6,160 | $699.9K | 0.01% | +1,170+23.4% | Added |
| Richmond Investment Services, LLC | 6,164 | $700.3K | 0.39% | +6,164 | New |
| Arkadios Wealth Advisors | 6,236 | $708.5K | 0.04% | +530+9.3% | Added |
| Woodard & Co Asset Management Group Inc | 6,268 | $712.1K | 0.15% | +6,268 | New |
| Quadcap Wealth Management, LLC | 6,290 | $714.7K | 0.11% | −344−5.2% | Reduced |
| Nebula Research & Development LLC | 6,301 | $715.9K | 0.08% | +2,056+48.4% | Added |
| Dynamic Technology Lab Private Ltd | 6,320 | $718.0K | 0.12% | +6,320 | New |
| GLOBALT Investments LLC | 6,320 | $718.0K | 0.03% | −21−0.3% | Reduced |
| Merit Financial Group, LLC | 6,422 | $729.6K | 0.01% | +6,422 | New |
| Coldstream Capital Management Inc | 6,443 | $732.0K | 0.02% | +1,309+25.5% | Added |
| Mosley Wealth Management | 6,724 | $742.7K | 0.46% | −48−0.7% | Reduced |
| Corebridge Financial, Inc. | 6,602 | $750.1K | 0.00% | −274−4.0% | Reduced |