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 |
|---|---|---|---|---|---|
| Avanza Fonder AB | 35,556 | $4.04M | 0.12% | +35,556 | New |
| Lyell Wealth Management, LP | 35,649 | $4.05M | 0.36% | +20,379+133.5% | Added |
| Kieckhefer Group LLC | 36,004 | $4.09M | 2.46% | +36,004 | New |
| Nicholas Investment Partners, LP | 36,259 | $4.12M | 0.36% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 36,282 | $4.12M | 0.01% | +4,477+14.1% | Added |
| Perfromance Wealth Partners, LLC | 36,640 | $4.16M | 0.13% | +36,640 | New |
| M&T Bank Corp | 36,936 | $4.20M | 0.01% | +1,025+2.9% | Added |
| Thor Investment Management Inc | 36,958 | $4.20M | 3.23% | −2,617−6.6% | Reduced |
| Silverleafe Capital Partners, LLC | 37,139 | $4.22M | 1.34% | +37,139 | New |
| Peregrine Investment Management Inc | 37,190 | $4.23M | 2.45% | +37,190 | New |
| Aubrey Capital Management Ltd | 37,200 | $4.23M | 1.60% | −21,823−37.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,918 | $4.31M | 0.01% | +8,009+26.8% | Added |
| MML Investors Services, LLC | 38,803 | $4.41M | 0.02% | +8,087+26.3% | Added |
| Covea Finance | 38,900 | $4.42M | 0.20% | 00.0% | Unchanged |
| NWK Group, Inc. | 38,957 | $4.43M | 1.71% | +38,957 | New |
| Utah Retirement Systems | 39,300 | $4.46M | 0.05% | +100+0.3% | Added |
| Dnca Finance | 39,500 | $4.49M | 0.35% | +22,000+125.7% | Added |
| Galaxy Digital Capital Management GP LLC | 39,604 | $4.50M | 3.29% | +39,604 | New |
| Hollow Brook Wealth Management LLC | 40,090 | $4.55M | 1.40% | −1,732−4.1% | Reduced |
| Dilation Capital Management LP | 40,188 | $4.57M | 4.21% | +40,188 | New |
| Liontrust Investment Partners LLP | 40,203 | $4.57M | 0.07% | −267,784−86.9% | Reduced |
| QRG Capital Management, Inc. | 40,225 | $4.57M | 0.05% | +15,438+62.3% | Added |
| Pinebridge Investments, L.P. | 40,568 | $4.61M | 0.04% | +33,811+500.4% | Added |
| Headlands Technologies LLC | 40,665 | $4.62M | 0.46% | +40,665 | New |
| Ieq Capital, LLC | 40,884 | $4.64M | 0.04% | +32,339+378.5% | Added |
| MAI Capital Management | 41,089 | $4.67M | 0.03% | +41,089 | New |
| Candelo Capital Management LP | 41,475 | $4.71M | 2.97% | −200−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 41,555 | $4.72M | 0.34% | +25,585+160.2% | Added |
| Taika Capital, LP | 41,827 | $4.75M | 3.62% | −6,455−13.4% | Reduced |
| Royal Fund Management, LLC | 42,038 | $4.78M | 0.52% | −2,200−5.0% | Reduced |
| Savant Capital, LLC | 42,261 | $4.80M | 0.04% | +1,012+2.5% | Added |
| Freemont Management S.A. | 42,400 | $4.82M | 2.36% | 00.0% | Unchanged |
| Bokf, NA | 37,638 | $4.85M | 0.08% | −4,949−11.6% | Reduced |
| HighTower Advisors, LLC | 42,716 | $4.85M | 0.01% | +2,008+4.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 42,905 | $4.87M | 0.01% | +12,610+41.6% | Added |
| Sandler Capital Management | 42,991 | $4.88M | 0.80% | +42,991 | New |
| Entropy Technologies, LP | 43,044 | $4.89M | 0.50% | +11,205+35.2% | Added |
| Nwam LLC | 43,060 | $4.89M | 0.30% | +1,744+4.2% | Added |
| Otter Creek Advisors, LLC | 43,352 | $4.93M | 3.39% | −34,571−44.4% | Reduced |
| Nissay Asset Management Corp | 42,902 | $4.94M | 0.03% | +120.0% | Added |
| Alerus Financial NA | 43,564 | $4.95M | 0.38% | −6,783−13.5% | Reduced |
| Abn Amro Investment Solutions | 43,761 | $4.97M | 0.09% | −6,412−12.8% | Reduced |
| Nixon Peabody Trust Co | 43,793 | $4.98M | 0.41% | +43,793 | New |
| PGGM Investments | 43,808 | $4.98M | 0.07% | +43,808 | New |
| KCM Investment Advisors LLC | 43,830 | $4.98M | 0.17% | +15,100+52.6% | Added |
| Ethic Inc. | 43,850 | $4.98M | 0.10% | +4,427+11.2% | Added |
| LGT Group Foundation | 44,262 | $5.03M | 0.08% | +2,479+5.9% | Added |
| Brant Point Investment Management LLC | 45,000 | $5.11M | 1.21% | 00.0% | Unchanged |
| Virtu Financial LLC | 45,259 | $5.14M | 0.27% | +45,259 | New |
| Harvest Fund Management Co., Ltd | 45,462 | $5.17M | 0.24% | +10,186+28.9% | Added |
| Achmea Investment Management B.V. | 45,597 | $5.18M | 0.09% | +42,237+1,257.1% | Added |
| Pathstone Holdings, LLC | 45,814 | $5.20M | 0.02% | −6,969−13.2% | Reduced |
| Sit Investment Associates Inc | 45,900 | $5.21M | 0.12% | +948+2.1% | Added |
| Potrero Capital Research LLC | 45,921 | $5.22M | 2.21% | −144,079−75.8% | Reduced |
| Hudson Bay Capital Management LP | 46,000 | $5.23M | 0.03% | −11,000−19.3% | Reduced |
| TrimTabs Asset Management, LLC | 46,130 | $5.24M | 0.69% | +46,130 | New |
| Toronto Dominion Bank | 46,629 | $5.30M | 0.01% | +3,108+7.1% | Added |
| Riggs Asset Managment Co. Inc. | 45,702 | $5.31M | 1.42% | +10,353+29.3% | Added |
| Sanctuary Advisors, LLC | 46,682 | $5.35M | 0.03% | −497−1.1% | Reduced |
| Strategic Blueprint, LLC | 47,904 | $5.44M | 0.32% | +5,119+12.0% | Added |
| Cerity Partners LLC | 48,622 | $5.44M | 0.01% | +3,893+8.7% | Added |
| MYDA Advisors LLC | 48,000 | $5.45M | 1.56% | −36,000−42.9% | Reduced |
| EFG Asset Management (North America) Corp. | 48,197 | $5.48M | 0.75% | +14,240+41.9% | Added |
| Southeast Asset Advisors Inc. | 48,335 | $5.49M | 0.67% | −2,575−5.1% | Reduced |
| Creative Planning | 48,900 | $5.56M | 0.01% | +5,282+12.1% | Added |
| Employees Provident Fund Board | 49,000 | $5.57M | 0.07% | −163,000−76.9% | Reduced |
| Los Angeles Capital Management LLC | 49,670 | $5.64M | 0.02% | +35,502+250.6% | Added |
| KP Management LLC | 50,000 | $5.68M | 2.00% | −17,500−25.9% | Reduced |
| Zimmer Partners, LP | 50,000 | $5.68M | 0.10% | +15,000+42.9% | Added |
| Macquarie Group Ltd | 50,295 | $5.71M | 0.01% | −448,086−89.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 50,421 | $5.73M | 0.22% | +3,902+8.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 50,995 | $5.79M | 0.18% | +30,610+150.2% | Added |
| Walleye Trading LLC | 51,063 | $5.80M | 0.11% | +51,063 | New |
| Clark Capital Management Group, Inc. | 51,233 | $5.82M | 0.04% | +8,545+20.0% | Added |
| Private Advisor Group, LLC | 51,572 | $5.86M | 0.03% | −9,362−15.4% | Reduced |
| Mariner, LLC | 51,870 | $5.89M | 0.01% | +5,097+10.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 52,007 | $5.91M | 0.06% | +52,007 | New |
| Credit Agricole S A | 52,162 | $5.93M | 0.02% | +12,746+32.3% | Added |
| CIBC World Markets Inc. | 54,068 | $6.14M | 0.01% | −3,762−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 55,507 | $6.31M | 0.07% | −11,036−16.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 56,494 | $6.42M | 1.49% | +56,494 | New |
| Game Creek Capital, LP | 57,000 | $6.48M | 3.54% | +8,000+16.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 57,715 | $6.56M | 0.15% | +3,493+6.4% | Added |
| Baker Avenue Asset Management, LP | 57,879 | $6.58M | 0.20% | −4,253−6.8% | Reduced |
| Tudor Investment Corp Et Al | 58,226 | $6.62M | 0.07% | −224,428−79.4% | Reduced |
| Ulland Investment Advisors, LLC | 58,575 | $6.66M | 4.24% | +258+0.4% | Added |
| Shellback Capital, LP | 60,000 | $6.82M | 0.47% | −379,186−86.3% | Reduced |
| Exor Capital LLP | 60,000 | $6.82M | 0.18% | −33,000−35.5% | Reduced |
| FIL Ltd | 60,237 | $6.84M | 0.01% | +23,911+65.8% | Added |
| IMC-Chicago, LLC | 60,392 | $6.86M | 0.19% | +60,392 | New |
| Kovack Advisors, Inc. | 60,973 | $6.93M | 0.68% | −419−0.7% | Reduced |
| First American Bank | 62,382 | $7.09M | 0.50% | +1,691+2.8% | Added |
| Summerhill Capital Management lnc. | 63,160 | $7.18M | 5.35% | +400+0.6% | Added |
| TD Asset Management Inc | 63,375 | $7.20M | 0.01% | +5,433+9.4% | Added |
| Chase Investment Counsel Corp | 64,082 | $7.28M | 2.34% | +1,793+2.9% | Added |
| Prudential PLC | 64,079 | $7.28M | 0.04% | −124,586−66.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,201 | $7.41M | 0.02% | +460+0.7% | Added |
| Jackson Square Capital, LLC | 65,601 | $7.45M | 1.80% | +29,598+82.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 65,778 | $7.47M | 0.08% | +1,227+1.9% | Added |
| Advisory Services Network, LLC | 65,809 | $7.48M | 0.14% | +16,247+32.8% | Added |