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 |
|---|---|---|---|---|---|
| Scopus Asset Management, L.P. | 19,703 | $2.24M | 0.08% | −1,335−6.3% | Reduced |
| Hodges Capital Management Inc. | 19,731 | $2.24M | 0.13% | −295−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 17,925 | $2.25M | 0.50% | +910+5.3% | Added |
| Consolidated Portfolio Review Corp | 19,867 | $2.26M | 0.36% | +19,867 | New |
| Telligent Fund, LP | 20,000 | $2.27M | 2.16% | +20,000 | New |
| Mezzasalma Advisors, LLC | 20,008 | $2.27M | 0.73% | +3,945+24.6% | Added |
| Quaero Capital S.A. | 20,326 | $2.31M | 2.95% | +961+5.0% | Added |
| Hanseatic Management Services Inc | 20,391 | $2.32M | 2.94% | +60+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,322 | $2.32M | 0.03% | +10,719+141.0% | Added |
| Brown, Lisle/Cummings, Inc. | 20,575 | $2.34M | 0.70% | +1,225+6.3% | Added |
| Commerce Bank | 20,605 | $2.34M | 0.01% | −147−0.7% | Reduced |
| Bard Financial Services, Inc. | 20,675 | $2.35M | 0.28% | −500−2.4% | Reduced |
| Channel Wealth LLC | 20,789 | $2.36M | 0.77% | −2,069−9.1% | Reduced |
| Swiss Life Asset Management Ltd | 20,865 | $2.37M | 0.02% | +9,582+84.9% | Added |
| Eley Financial Management, Inc | 20,916 | $2.38M | 0.93% | +473+2.3% | Added |
| Scotia Capital Inc. | 20,952 | $2.38M | 0.01% | +3,201+18.0% | Added |
| Electron Capital Partners, LLC | 21,175 | $2.41M | 0.14% | −220,640−91.2% | Reduced |
| Wedbush Securities Inc | 21,403 | $2.43M | 0.09% | +10,391+94.4% | Added |
| New York State Teachers Retirement System | 21,440 | $2.44M | 0.01% | −9,838−31.5% | Reduced |
| Bleakley Financial Group, LLC | 21,601 | $2.45M | 0.07% | +1,330+6.6% | Added |
| Graphene Investments SAS | 21,800 | $2.48M | 1.71% | −7,300−25.1% | Reduced |
| SeaCrest Wealth Management, LLC | 21,858 | $2.48M | 0.26% | +5,712+35.4% | Added |
| Harvest Investment Services, LLC | 21,882 | $2.49M | 0.61% | −20,428−48.3% | Reduced |
| MetLife Investment Management | 22,069 | $2.51M | 0.01% | −502−2.2% | Reduced |
| Meridian Wealth Management, LLC | 22,325 | $2.54M | 0.12% | +22,325 | New |
| Qube Research & Technologies Ltd | 22,508 | $2.56M | 0.00% | +22,508 | New |
| Cornerstone Capital, Inc. | 22,515 | $2.56M | 0.27% | −8,980−28.5% | Reduced |
| Legacy Bridge, LLC | 22,658 | $2.57M | 1.34% | +200+0.9% | Added |
| Polar Asset Management Partners Inc. | 22,800 | $2.59M | 0.04% | −16,160−41.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,134 | $2.63M | 0.01% | +121+0.5% | Added |
| Jefferies Financial Group Inc. | 23,154 | $2.63M | 0.03% | +12,956+127.0% | Added |
| Estate Counselors, LLC | 23,290 | $2.65M | 0.28% | 00.0% | Unchanged |
| AXS Investments LLC | 23,302 | $2.65M | 0.74% | +10,802+86.4% | Added |
| Morse Asset Management, Inc | 23,373 | $2.66M | 0.61% | +12,258+110.3% | Added |
| Penserra Capital Management LLC | 23,420 | $2.66M | 0.05% | −21,522−47.9% | Reduced |
| Vident Advisory, LLC | 23,434 | $2.66M | 0.05% | +15,558+197.5% | Added |
| Avantax Advisory Services, Inc. | 23,661 | $2.69M | 0.02% | +1,838+8.4% | Added |
| Edmond de Rothschild Holding S.A. | 23,722 | $2.70M | 0.05% | +40.0% | Added |
| Amalgamated Bank | 23,880 | $2.71M | 0.02% | −149−0.6% | Reduced |
| Grandeur Peak Global Advisors, LLC | 23,916 | $2.72M | 0.24% | +9,185+62.4% | Added |
| Investment Management Corp of Ontario | 23,942 | $2.72M | 0.09% | −10,918−31.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,048 | $2.73M | 0.05% | −1,915−7.4% | Reduced |
| Montag A & Associates Inc | 24,639 | $2.80M | 0.13% | −1,100−4.3% | Reduced |
| Rowland & Co Investment Counsel | 24,864 | $2.82M | 0.59% | +3,993+19.1% | Added |
| Alight Capital Management LP | 25,000 | $2.84M | 0.96% | −15,000−37.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 25,129 | $2.85M | 0.03% | +25,129 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 25,210 | $2.86M | 0.60% | +25,210 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 25,400 | $2.89M | 0.01% | +15,738+162.9% | Added |
| Enclave Advisors LLC | 25,417 | $2.89M | 0.48% | +16,987+201.5% | Added |
| Bridgeway Capital Management, LLC | 25,460 | $2.89M | 0.06% | −32,030−55.7% | Reduced |
| Sigma Planning Corp | 25,480 | $2.89M | 0.09% | +6,799+36.4% | Added |
| CWM, LLC | 25,528 | $2.90M | 0.01% | +6,637+35.1% | Added |
| Union Bancaire Privee, UBP SA | 27,092 | $2.97M | 0.05% | +27,092 | New |
| Cloverfields Capital Group, LP | 26,218 | $2.98M | 0.96% | +49+0.2% | Added |
| BNC Wealth Management, LLC | 26,302 | $2.99M | 0.98% | +26,302 | New |
| Nisa Investment Advisors, LLC | 26,500 | $3.01M | 0.01% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 26,631 | $3.03M | 0.88% | −51,364−65.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,806 | $3.05M | 1.50% | −180−0.7% | Reduced |
| Stonebridge Financial Group, LLC | 26,868 | $3.05M | 0.34% | +26,868 | New |
| Perigon Wealth Management, LLC | 23,166 | $3.07M | 0.08% | +1,619+7.5% | Added |
| Knollwood Investment Advisory, LLC | 27,150 | $3.08M | 0.32% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 27,165 | $3.09M | 0.47% | +4,045+17.5% | Added |
| Gulf International Bank (UK) Ltd | 27,700 | $3.15M | 0.08% | −307−1.1% | Reduced |
| Point72 Hong Kong Ltd | 28,665 | $3.26M | 0.20% | +28,665 | New |
| KMG Fiduciary Partners, LLC | 28,749 | $3.27M | 0.27% | +28,749 | New |
| Great Valley Advisor Group, Inc. | 28,759 | $3.27M | 0.07% | −2,396−7.7% | Reduced |
| CI Private Wealth, LLC | 28,872 | $3.28M | 0.01% | +14,042+94.7% | Added |
| Kestra Advisory Services, LLC | 28,976 | $3.29M | 0.02% | +2,847+10.9% | Added |
| Next Century Growth Investors LLC | 29,176 | $3.31M | 0.25% | +120.0% | Added |
| Walleye Capital LLC | 29,518 | $3.35M | 0.03% | +12,842+77.0% | Added |
| Atria Wealth Solutions, Inc. | 29,758 | $3.38M | 0.04% | −9,235−23.7% | Reduced |
| JustInvest LLC | 29,991 | $3.41M | 0.05% | +3,058+11.4% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $3.41M | 2.37% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 30,000 | $3.41M | 0.14% | +5,000+20.0% | Added |
| Munro Partners | 30,460 | $3.46M | 0.12% | −176,875−85.3% | Reduced |
| Colony Group, LLC | 30,561 | $3.47M | 0.01% | +25,331+484.3% | Added |
| HighPoint Advisor Group LLC | 28,568 | $3.52M | 0.19% | +7,162+33.5% | Added |
| Seascape Capital Management | 31,057 | $3.53M | 1.23% | +734+2.4% | Added |
| Parallax Volatility Advisers, L.P. | 31,226 | $3.55M | 0.08% | +31,226 | New |
| Leeward Financial Partners, LLC | 31,564 | $3.59M | 1.28% | +1,497+5.0% | Added |
| Davidson Capital Management Inc. | 31,604 | $3.59M | 0.94% | +11,108+54.2% | Added |
| Dakota Wealth Management | 32,031 | $3.64M | 0.08% | −9,161−22.2% | Reduced |
| Dana Investment Advisors, Inc. | 32,088 | $3.65M | 0.12% | +1,425+4.6% | Added |
| Insight Holdings Group, LLC | 32,200 | $3.66M | 0.24% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 32,538 | $3.70M | 0.48% | +13,029+66.8% | Added |
| Old West Investment Management, LLC | 32,665 | $3.71M | 1.50% | +4,293+15.1% | Added |
| Diversified Trust Co | 32,688 | $3.71M | 0.09% | +123+0.4% | Added |
| Bank of Hawaii | 32,791 | $3.73M | 0.21% | +1,436+4.6% | Added |
| Alberta Investment Management Corp | 32,900 | $3.74M | 0.02% | +32,900 | New |
| The PNC Financial Services Group, Inc. | 32,954 | $3.74M | 0.00% | +4,888+17.4% | Added |
| Oppenheimer Asset Management Inc. | 33,220 | $3.77M | 0.05% | +4,984+17.7% | Added |
| EFG Asset Management (Americas) Corp. | 33,359 | $3.79M | 0.74% | +4,232+14.5% | Added |
| Edgemoor Investment Advisors, Inc. | 33,841 | $3.84M | 0.34% | +4,359+14.8% | Added |
| Intech Investment Management LLC | 33,859 | $3.85M | 0.04% | −9,589−22.1% | Reduced |
| Elo Mutual Pension Insurance Co | 34,547 | $3.92M | 0.08% | +3,036+9.6% | Added |
| Bradley Foster & Sargent Inc | 34,831 | $3.96M | 0.07% | +362+1.1% | Added |
| TT International Asset Management LTD | 34,833 | $3.96M | 0.57% | −15,265−30.5% | Reduced |
| Manufacturers Life Insurance Company, The | 34,922 | $3.97M | 0.00% | −3,384−8.8% | Reduced |
| Wakefield Asset Management LLLP | 35,015 | $3.98M | 1.34% | −282−0.8% | Reduced |
| Strategic Global Advisors, LLC | 35,188 | $4.00M | 0.73% | +1,415+4.2% | Added |