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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 10,820 | $1.23M | 0.03% | +8,374+342.4% | Added |
| Carl P. Sherr & Co., LLC | 10,843 | $1.23M | 0.65% | +141+1.3% | Added |
| Integrated Wealth Concepts LLC | 10,939 | $1.24M | 0.01% | +3,225+41.8% | Added |
| Advisors Asset Management, Inc. | 10,956 | $1.24M | 0.02% | +318+3.0% | Added |
| Lecap Asset Management Ltd | 11,060 | $1.26M | 0.34% | +11,060 | New |
| Mount Yale Investment Advisors, LLC | 11,084 | $1.26M | 0.10% | −1,133−9.3% | Reduced |
| Guggenheim Capital LLC | 11,090 | $1.26M | 0.01% | −21−0.2% | Reduced |
| Bouvel Investment Partners, LLC | 11,097 | $1.26M | 0.45% | +117+1.1% | Added |
| Shell Asset Management Co | 11,226 | $1.27M | 0.06% | −1,155−9.3% | Reduced |
| Park Avenue Securities LLC | 11,250 | $1.28M | 0.01% | +4,185+59.2% | Added |
| Integrated Advisors Network LLC | 11,271 | $1.28M | 0.06% | −1,801−13.8% | Reduced |
| Apollon Wealth Management, LLC | 11,363 | $1.29M | 0.03% | +1,469+14.8% | Added |
| Capital World Investors | 11,438 | $1.30M | 0.00% | +774+7.3% | Added |
| Capital Planning Advisors, LLC | 11,490 | $1.31M | 0.20% | +11,490 | New |
| Sargent Investment Group, LLC | 10,553 | $1.31M | 0.21% | +10,553 | New |
| Cresset Asset Management, LLC | 11,962 | $1.36M | 0.01% | −13,237−52.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,012 | $1.36M | 0.05% | −163−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 12,029 | $1.37M | 0.12% | −150−1.2% | Reduced |
| Grassi Investment Management | 12,150 | $1.38M | 0.12% | +12,150 | New |
| Callan Family Office, LLC | 12,227 | $1.39M | 0.09% | −2,762−18.4% | Reduced |
| CenterBook Partners LP | 12,281 | $1.40M | 0.08% | −5,905−32.5% | Reduced |
| Beacon Pointe Advisors, LLC | 12,401 | $1.41M | 0.02% | −6,160−33.2% | Reduced |
| Finivi Inc. | 12,495 | $1.42M | 1.13% | +732+6.2% | Added |
| Oak Ridge Investments LLC | 12,500 | $1.42M | 0.11% | +8,425+206.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,565 | $1.43M | 0.01% | +3,830+43.8% | Added |
| SBI Securities Co., Ltd. | 12,574 | $1.43M | 0.04% | +12,574 | New |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $1.44M | 0.04% | 00.0% | Unchanged |
| Carroll Investors, Inc | 12,800 | $1.46M | 0.82% | +1,843+16.8% | Added |
| Wolff Wiese Magana LLC | 12,831 | $1.46M | 0.97% | −191−1.5% | Reduced |
| Quartz Partners, LLC | 13,015 | $1.48M | 0.90% | +384+3.0% | Added |
| Marex Group plc | 13,107 | $1.49M | 0.03% | −7,693−37.0% | Reduced |
| Ontario Teachers Pension Plan Board | 13,208 | $1.50M | 0.02% | +13,208 | New |
| Westpac Banking Corp | 13,273 | $1.51M | 0.10% | −3,305−19.9% | Reduced |
| Brevan Howard Capital Management LP | 13,336 | $1.52M | 0.04% | +13,336 | New |
| Cookson Peirce & Co Inc | 13,339 | $1.52M | 0.07% | +4,774+55.7% | Added |
| Sheets Smith Investment Management | 13,401 | $1.52M | 1.29% | +13,401 | New |
| Retireful, LLC | 13,678 | $1.55M | 0.87% | +13,678 | New |
| Aviva PLC | 13,756 | $1.56M | 0.00% | −221,036−94.1% | Reduced |
| Clare Market Investments LLC | 13,760 | $1.56M | 0.37% | +1,670+13.8% | Added |
| Werlinich Asset Management, LLC | 13,725 | $1.59M | 0.93% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 14,048 | $1.60M | 0.21% | −1,181−7.8% | Reduced |
| Kennedy Investment Group | 14,200 | $1.61M | 0.73% | −500−3.4% | Reduced |
| Vega Investment Solutions | 14,300 | $1.62M | 1.34% | +14,300 | New |
| Convergence Investment Partners, LLC | 14,630 | $1.66M | 0.37% | +7,480+104.6% | Added |
| Cottage Street Advisors LLC | 14,665 | $1.67M | 0.87% | +4,998+51.7% | Added |
| Mercer Global Advisors Inc | 14,704 | $1.67M | 0.00% | −907−5.8% | Reduced |
| Atom Investors LP | 14,790 | $1.68M | 0.21% | −64,850−81.4% | Reduced |
| Hunting Hill Global Capital, LLC | 14,804 | $1.68M | 0.76% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 14,936 | $1.70M | 0.11% | +14,936 | New |
| De Lisle Partners LLP | 15,000 | $1.70M | 0.25% | +3,000+25.0% | Added |
| O'Shaughnessy Asset Management, LLC | 15,079 | $1.71M | 0.01% | +2,748+22.3% | Added |
| CIBC Asset Management Inc | 15,279 | $1.74M | 0.01% | +1,818+13.5% | Added |
| Easterly Investment Partners LLC | 15,390 | $1.75M | 0.14% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 15,431 | $1.75M | 1.42% | +15,431 | New |
| Vestcor Inc | 15,474 | $1.76M | 0.06% | −24,260−61.1% | Reduced |
| Acadian Asset Management LLC | 15,659 | $1.78M | 0.01% | +1,194+8.3% | Added |
| Horizon Kinetics Asset Management LLC | 15,670 | $1.78M | 0.02% | +340+2.2% | Added |
| Harold Davidson & Associates Inc. | 15,678 | $1.78M | 0.85% | +15,678 | New |
| Virtue Capital Management, LLC | 15,750 | $1.79M | 0.36% | +689+4.6% | Added |
| J. Safra Sarasin Holding AG | 15,792 | $1.79M | 0.03% | +2,340+17.4% | Added |
| Sunbelt Securities, Inc. | 15,533 | $1.80M | 0.16% | +1,862+13.6% | Added |
| We Are One Seven, LLC | 15,885 | $1.80M | 0.07% | +5,573+54.0% | Added |
| WT Asset Management Ltd | 16,000 | $1.82M | 0.20% | +16,000 | New |
| Gallo Partners, LP | 16,073 | $1.83M | 1.35% | +16,073 | New |
| CIBC World Markets Corp | 16,128 | $1.83M | 0.01% | −4,595−22.2% | Reduced |
| Kestra Investment Management, LLC | 16,160 | $1.84M | 0.07% | −6,580−28.9% | Reduced |
| Owen LaRue, LLC | 16,179 | $1.84M | 0.96% | +379+2.4% | Added |
| E. Ohman J:or Asset Management AB | 16,250 | $1.85M | 0.04% | +2,400+17.3% | Added |
| Banco Santander, S.A. | 16,324 | $1.85M | 0.02% | −16,626−50.5% | Reduced |
| Atria Investments LLC | 16,325 | $1.85M | 0.02% | −365−2.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 16,400 | $1.86M | 0.98% | +7,900+92.9% | Added |
| United Capital Financial Advisers, LLC | 16,434 | $1.87M | 0.02% | +5,779+54.2% | Added |
| Lighthouse Financial LLC | 16,517 | $1.88M | 1.52% | +16,517 | New |
| Highland Capital Management, LLC | 16,559 | $1.88M | 0.11% | −5,177−23.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,569 | $1.88M | 0.09% | +3,119+23.2% | Added |
| Bank of Nova Scotia | 16,615 | $1.89M | 0.00% | +3,997+31.7% | Added |
| Watts Gwilliam & Co., LLC | 14,707 | $1.92M | 0.41% | +14,707 | New |
| iA Global Asset Management Inc. | 16,980 | $1.93M | 0.03% | +4,217+33.0% | Added |
| Donoghue Forlines LLC | 16,980 | $1.93M | 0.65% | −6,204−26.8% | Reduced |
| Viking Fund Management LLC | 17,000 | $1.93M | 0.30% | +2,000+13.3% | Added |
| Caldwell Investment Management Ltd. | 16,700 | $1.94M | 1.31% | +6,700+67.0% | Added |
| L & S Advisors Inc | 17,196 | $1.95M | 0.21% | −5,780−25.2% | Reduced |
| Oxford Wealth Group, LLC | 17,263 | $1.96M | 1.27% | −2,257−11.6% | Reduced |
| Wealthcare Advisory Partners LLC | 17,293 | $1.96M | 0.05% | +986+6.0% | Added |
| Balboa Wealth Partners | 17,407 | $1.98M | 0.45% | +2,959+20.5% | Added |
| AXA S.A. | 17,597 | $2.00M | 0.01% | −40,406−69.7% | Reduced |
| Global Retirement Partners, LLC | 17,820 | $2.02M | 0.06% | +2,193+14.0% | Added |
| Csenge Advisory Group | 17,934 | $2.04M | 0.11% | +17,934 | New |
| Brinker Capital Investments, LLC | 18,202 | $2.07M | 0.02% | −463−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 18,202 | $2.07M | 0.02% | −463−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 18,241 | $2.07M | 0.07% | −2,414−11.7% | Reduced |
| Venture Visionary Partners LLC | 18,506 | $2.10M | 0.09% | +7,936+75.1% | Added |
| Illinois Municipal Retirement Fund | 18,714 | $2.13M | 0.03% | −4,004−17.6% | Reduced |
| Parsons Capital Management Inc | 18,926 | $2.15M | 0.12% | −4,623−19.6% | Reduced |
| Sandy Spring Bank | 19,037 | $2.16M | 0.09% | +5,264+38.2% | Added |
| Maryland State Retirement & Pension System | 19,115 | $2.17M | 0.05% | −1,407−6.9% | Reduced |
| TD Waterhouse Canada Inc. | 19,378 | $2.20M | 0.02% | +13,667+239.3% | Added |
| 1858 Wealth Management, LLC | 19,561 | $2.22M | 1.76% | −86−0.4% | Reduced |
| Plato Investment Management Ltd | 19,513 | $2.22M | 0.16% | −3,473−15.1% | Reduced |
| Regents Gate Capital LLP | 19,626 | $2.23M | 0.88% | +19,626 | New |