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 |
|---|---|---|---|---|---|
| Sax Wealth Advisors, LLC | 6,630 | $753.2K | 0.06% | −563−7.8% | Reduced |
| Hillsdale Investment Management Inc. | 6,650 | $755.5K | 0.04% | −2,330−25.9% | Reduced |
| Wright Investors Service Inc | 6,685 | $759.5K | 0.25% | −592−8.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,721 | $763.6K | 0.04% | +4,000+147.0% | Added |
| Friedenthal Financial | 6,746 | $766.4K | 0.45% | +6,746 | New |
| WealthPlan Investment Management, LLC | 6,747 | $766.5K | 0.08% | +269+4.2% | Added |
| Moors & Cabot, Inc. | 6,762 | $768.2K | 0.04% | +527+8.5% | Added |
| Peterson Wealth Services | 6,788 | $771.2K | 0.23% | +6,788 | New |
| UniSuper Management Pty Ltd | 6,800 | $772.5K | 0.01% | −1,500−18.1% | Reduced |
| Steel Peak Wealth Management LLC | 6,809 | $773.6K | 0.03% | −5,225−43.4% | Reduced |
| Independent Financial Group, LLC | 6,859 | $779.3K | 0.03% | +1,198+21.2% | Added |
| Bryn Mawr Trust Co | 6,881 | $781.8K | 0.01% | +1,016+17.3% | Added |
| Prosperity Wealth Management, Inc. | 6,918 | $786.0K | 0.32% | −1,587−18.7% | Reduced |
| Hilltop Holdings Inc. | 6,972 | $792.0K | 0.05% | +1,785+34.4% | Added |
| Sanders Morris Harris LLC | 7,000 | $795.3K | 0.12% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,017 | $797.2K | 0.02% | +1,384+24.6% | Added |
| Total Clarity Wealth Management, Inc. | 7,042 | $800.0K | 0.26% | +158+2.3% | Added |
| Spirit of America Management Corp | 7,050 | $801.0K | 0.16% | +600+9.3% | Added |
| Wealth Effects LLC | 7,050 | $801.0K | 0.28% | +400+6.0% | Added |
| Signaturefd, LLC | 7,068 | $803.0K | 0.02% | +501+7.6% | Added |
| Mirabella Financial Services LLP | 7,106 | $807.3K | 0.07% | −36,544−83.7% | Reduced |
| Kane Investment Management, Inc. | 7,111 | $807.9K | 0.45% | +7,111 | New |
| WBI Investments | 7,113 | $808.1K | 0.20% | +7,113 | New |
| IFP Advisors, Inc | 7,161 | $813.6K | 0.03% | +5,888+462.5% | Added |
| Stephens Inc | 7,163 | $813.8K | 0.01% | +1,485+26.2% | Added |
| CWM Advisors, LLC | 7,166 | $814.1K | 0.09% | +7,166 | New |
| Kestra Private Wealth Services, LLC | 7,314 | $830.9K | 0.01% | +2,861+64.2% | Added |
| Fox Hill Wealth Management | 7,358 | $836.0K | 0.47% | −501−6.4% | Reduced |
| Smith Group Asset Management, LLC | 7,450 | $846.4K | 0.06% | −80−1.1% | Reduced |
| Qsemble Capital Management, LP | 7,530 | $855.5K | 0.11% | +836+12.5% | Added |
| Everence Capital Management Inc | 7,590 | $862.0K | 0.06% | +7,590 | New |
| Machina Capital S.A.S. | 7,618 | $865.5K | 0.36% | +7,618 | New |
| Hartree Partners, LP | 7,750 | $880.5K | 0.33% | +7,750 | New |
| Sequoia Financial Advisors, LLC | 7,762 | $881.8K | 0.01% | +1,599+25.9% | Added |
| Mount Lucas Management LP | 7,769 | $882.6K | 0.31% | −1,642−17.4% | Reduced |
| Principal Street Partners, LLC | 7,780 | $883.9K | 0.17% | −7,327−48.5% | Reduced |
| Myriad Asset Management US LP | 7,823 | $888.8K | 0.60% | +7,823 | New |
| Kingswood Wealth Advisors, LLC | 7,900 | $897.5K | 0.07% | +2,833+55.9% | Added |
| Prime Capital Investment Advisors, LLC | 7,905 | $898.1K | 0.01% | +84+1.1% | Added |
| Axxcess Wealth Management, LLC | 7,964 | $904.8K | 0.02% | +580+7.9% | Added |
| Colonial River Wealth Management, LLC | 8,001 | $909.0K | 0.44% | +555+7.5% | Added |
| Spire Wealth Management | 8,002 | $909.1K | 0.03% | +5,287+194.7% | Added |
| Stonegate Investment Group, LLC | 8,071 | $910.1K | 0.02% | −8,708−51.9% | Reduced |
| Bearing Point Capital, LLC | 8,107 | $921.0K | 0.19% | +8,107 | New |
| Carnegie Capital Asset Management, LLC | 8,138 | $924.5K | 0.03% | +1,790+28.2% | Added |
| IronOak Wealth LLC. | 8,203 | $931.9K | 1.04% | +8,203 | New |
| EdgeRock Capital LLC | 8,232 | $935.2K | 0.61% | +694+9.2% | Added |
| Mutual Advisors, LLC | 7,083 | $939.1K | 0.03% | +1,008+16.6% | Added |
| Globeflex Capital L P | 8,300 | $943.0K | 0.08% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 8,500 | $965.7K | 0.21% | +500+6.3% | Added |
| National Asset Management, Inc. | 8,555 | $972.0K | 0.03% | +2,053+31.6% | Added |
| Jacobs Levy Equity Management, Inc | 8,604 | $977.5K | 0.00% | −17,692−67.3% | Reduced |
| Wahed Invest LLC | 8,798 | $999.5K | 0.17% | +105+1.2% | Added |
| Versor Investments LP | 8,800 | $999.8K | 0.17% | +8,800 | New |
| LDR Capital Management LLC | 8,817 | $1.00M | 1.36% | +8,817 | New |
| Arlington Capital Management, Inc. | 8,849 | $1.01M | 0.70% | −2,075−19.0% | Reduced |
| Altfest L J & Co Inc | 8,904 | $1.01M | 0.13% | +2,241+33.6% | Added |
| Westover Capital Advisors, LLC | 8,936 | $1.02M | 0.22% | +1,200+15.5% | Added |
| Geneva Partners, LLC | 8,971 | $1.02M | 0.41% | +8,971 | New |
| Congress Asset Management Co | 9,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 9,000 | $1.02M | 0.10% | +9,000 | New |
| NVWM, LLC | 9,121 | $1.04M | 0.26% | −914−9.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 9,160 | $1.04M | 0.47% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,180 | $1.04M | 0.02% | +3,682+67.0% | Added |
| FWL Investment Management, LLC | 9,225 | $1.05M | 0.38% | +502+5.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,384 | $1.07M | 0.03% | −63,693−87.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,395 | $1.07M | 0.07% | +3,973+73.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,428 | $1.07M | 0.02% | +2,850+43.3% | Added |
| Leonteq Securities AG | 9,559 | $1.09M | 0.11% | +7,803+444.4% | Added |
| RSM US Wealth Management LLC | 9,392 | $1.09M | 0.02% | +1,392+17.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,633 | $1.09M | 0.36% | +9,633 | New |
| Arrow Capital Pty Ltd | 9,695 | $1.10M | 1.01% | +9,695 | New |
| Floyd Financial Group LLC | 8,573 | $1.11M | 0.91% | +8,573 | New |
| National Bank of Canada | 9,740 | $1.11M | 0.00% | +3,576+58.0% | Added |
| Ostrum Asset Management | 9,911 | $1.13M | 0.10% | +6,236+169.7% | Added |
| Oddo BHF Asset Management SAS | 9,930 | $1.13M | 0.06% | +9,930 | New |
| Main Management ETF Advisors, LLC | 9,968 | $1.13M | 0.05% | −896−8.2% | Reduced |
| Maxi Investments CY Ltd | 10,000 | $1.14M | 0.22% | 00.0% | Unchanged |
| Anson Funds Management LP | 10,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 10,068 | $1.14M | 0.82% | −1,116−10.0% | Reduced |
| Polianta Ltd | 10,100 | $1.15M | 0.55% | −1,800−15.1% | Reduced |
| Virtus ETF Advisers LLC | 10,131 | $1.15M | 0.47% | +10,131 | New |
| Williamson Legacy Group, LLC | 10,175 | $1.16M | 0.77% | −6,771−40.0% | Reduced |
| Pitcairn Co | 10,189 | $1.16M | 0.07% | −62−0.6% | Reduced |
| Aigen Investment Management, LP | 10,226 | $1.16M | 0.20% | +10,226 | New |
| Perpetual Ltd | 10,330 | $1.17M | 0.01% | −248,637−96.0% | Reduced |
| Darwin Advisors, LLC | 10,348 | $1.18M | 0.40% | +6,450+165.5% | Added |
| Catalyst Capital Advisors LLC | 10,368 | $1.18M | 0.03% | −321−3.0% | Reduced |
| Shelton Wealth Management, LLC | 10,398 | $1.18M | 0.65% | −2,914−21.9% | Reduced |
| Andar Capital Management HK Ltd | 10,400 | $1.18M | 1.52% | +10,400 | New |
| Allstate Corp | 10,442 | $1.19M | 0.03% | +10,442 | New |
| Chesley Taft & Associates LLC | 10,445 | $1.19M | 0.06% | −430−4.0% | Reduced |
| Calamos Advisors LLC | 10,465 | $1.19M | 0.01% | +320+3.2% | Added |
| Element Pointe Advisors, LLC | 10,593 | $1.20M | 0.28% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 10,650 | $1.21M | 0.28% | +10,650 | New |
| Sound View Wealth Advisors Group, LLC | 10,724 | $1.22M | 0.10% | +10,724 | New |
| Thrivent Financial for Lutherans | 9,672 | $1.22M | 0.00% | −3,425−26.2% | Reduced |
| Guardian Asset Advisors, LLC | 10,783 | $1.23M | 0.79% | +1,719+19.0% | Added |
| Simon Quick Advisors, LLC | 10,803 | $1.23M | 0.07% | −663−5.8% | Reduced |
| Centiva Capital, LP | 10,812 | $1.23M | 0.05% | +9,231+583.9% | Added |