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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 66,750 | $7.58M | 0.89% | +66,750 | New |
| Truist Financial Corp | 66,578 | $7.56M | 0.01% | +22,544+51.2% | Added |
| Advisory Services Network, LLC | 65,809 | $7.48M | 0.14% | +16,247+32.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 65,778 | $7.47M | 0.08% | +1,227+1.9% | Added |
| Jackson Square Capital, LLC | 65,601 | $7.45M | 1.80% | +29,598+82.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 65,201 | $7.41M | 0.02% | +460+0.7% | Added |
| Prudential PLC | 64,079 | $7.28M | 0.04% | −124,586−66.0% | Reduced |
| Chase Investment Counsel Corp | 64,082 | $7.28M | 2.34% | +1,793+2.9% | Added |
| TD Asset Management Inc | 63,375 | $7.20M | 0.01% | +5,433+9.4% | Added |
| Summerhill Capital Management lnc. | 63,160 | $7.18M | 5.35% | +400+0.6% | Added |
| First American Bank | 62,382 | $7.09M | 0.50% | +1,691+2.8% | Added |
| Kovack Advisors, Inc. | 60,973 | $6.93M | 0.68% | −419−0.7% | Reduced |
| IMC-Chicago, LLC | 60,392 | $6.86M | 0.19% | +60,392 | New |
| FIL Ltd | 60,237 | $6.84M | 0.01% | +23,911+65.8% | 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 |
| Ulland Investment Advisors, LLC | 58,575 | $6.66M | 4.24% | +258+0.4% | Added |
| Tudor Investment Corp Et Al | 58,226 | $6.62M | 0.07% | −224,428−79.4% | Reduced |
| Baker Avenue Asset Management, LP | 57,879 | $6.58M | 0.20% | −4,253−6.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 57,715 | $6.56M | 0.15% | +3,493+6.4% | Added |
| Game Creek Capital, LP | 57,000 | $6.48M | 3.54% | +8,000+16.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 56,494 | $6.42M | 1.49% | +56,494 | New |
| Resources Investment Advisors, LLC. | 55,507 | $6.31M | 0.07% | −11,036−16.6% | Reduced |
| CIBC World Markets Inc. | 54,068 | $6.14M | 0.01% | −3,762−6.5% | Reduced |
| Credit Agricole S A | 52,162 | $5.93M | 0.02% | +12,746+32.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 52,007 | $5.91M | 0.06% | +52,007 | New |
| Mariner, LLC | 51,870 | $5.89M | 0.01% | +5,097+10.9% | Added |
| Private Advisor Group, LLC | 51,572 | $5.86M | 0.03% | −9,362−15.4% | Reduced |
| Clark Capital Management Group, Inc. | 51,233 | $5.82M | 0.04% | +8,545+20.0% | Added |
| Walleye Trading LLC | 51,063 | $5.80M | 0.11% | +51,063 | New |
| U.S. Capital Wealth Advisors, LLC | 50,995 | $5.79M | 0.18% | +30,610+150.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 50,421 | $5.73M | 0.22% | +3,902+8.4% | Added |
| Macquarie Group Ltd | 50,295 | $5.71M | 0.01% | −448,086−89.9% | Reduced |
| 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 |
| Los Angeles Capital Management LLC | 49,670 | $5.64M | 0.02% | +35,502+250.6% | Added |
| Employees Provident Fund Board | 49,000 | $5.57M | 0.07% | −163,000−76.9% | Reduced |
| Creative Planning | 48,900 | $5.56M | 0.01% | +5,282+12.1% | Added |
| Southeast Asset Advisors Inc. | 48,335 | $5.49M | 0.67% | −2,575−5.1% | Reduced |
| EFG Asset Management (North America) Corp. | 48,197 | $5.48M | 0.75% | +14,240+41.9% | Added |
| MYDA Advisors LLC | 48,000 | $5.45M | 1.56% | −36,000−42.9% | Reduced |
| Cerity Partners LLC | 48,622 | $5.44M | 0.01% | +3,893+8.7% | Added |
| Strategic Blueprint, LLC | 47,904 | $5.44M | 0.32% | +5,119+12.0% | Added |
| Sanctuary Advisors, LLC | 46,682 | $5.35M | 0.03% | −497−1.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 45,702 | $5.31M | 1.42% | +10,353+29.3% | Added |
| Toronto Dominion Bank | 46,629 | $5.30M | 0.01% | +3,108+7.1% | Added |
| TrimTabs Asset Management, LLC | 46,130 | $5.24M | 0.69% | +46,130 | New |
| Hudson Bay Capital Management LP | 46,000 | $5.23M | 0.03% | −11,000−19.3% | Reduced |
| Potrero Capital Research LLC | 45,921 | $5.22M | 2.21% | −144,079−75.8% | Reduced |
| Sit Investment Associates Inc | 45,900 | $5.21M | 0.12% | +948+2.1% | Added |
| Pathstone Holdings, LLC | 45,814 | $5.20M | 0.02% | −6,969−13.2% | Reduced |
| Achmea Investment Management B.V. | 45,597 | $5.18M | 0.09% | +42,237+1,257.1% | Added |
| Harvest Fund Management Co., Ltd | 45,462 | $5.17M | 0.24% | +10,186+28.9% | Added |
| Virtu Financial LLC | 45,259 | $5.14M | 0.27% | +45,259 | New |
| Brant Point Investment Management LLC | 45,000 | $5.11M | 1.21% | 00.0% | Unchanged |
| LGT Group Foundation | 44,262 | $5.03M | 0.08% | +2,479+5.9% | Added |
| Ethic Inc. | 43,850 | $4.98M | 0.10% | +4,427+11.2% | Added |
| KCM Investment Advisors LLC | 43,830 | $4.98M | 0.17% | +15,100+52.6% | Added |
| PGGM Investments | 43,808 | $4.98M | 0.07% | +43,808 | New |
| Nixon Peabody Trust Co | 43,793 | $4.98M | 0.41% | +43,793 | New |
| Abn Amro Investment Solutions | 43,761 | $4.97M | 0.09% | −6,412−12.8% | Reduced |
| Alerus Financial NA | 43,564 | $4.95M | 0.38% | −6,783−13.5% | Reduced |
| Nissay Asset Management Corp | 42,902 | $4.94M | 0.03% | +120.0% | Added |
| Otter Creek Advisors, LLC | 43,352 | $4.93M | 3.39% | −34,571−44.4% | Reduced |
| Nwam LLC | 43,060 | $4.89M | 0.30% | +1,744+4.2% | Added |
| Entropy Technologies, LP | 43,044 | $4.89M | 0.50% | +11,205+35.2% | Added |
| Sandler Capital Management | 42,991 | $4.88M | 0.80% | +42,991 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,905 | $4.87M | 0.01% | +12,610+41.6% | Added |
| HighTower Advisors, LLC | 42,716 | $4.85M | 0.01% | +2,008+4.9% | Added |
| Bokf, NA | 37,638 | $4.85M | 0.08% | −4,949−11.6% | Reduced |
| Freemont Management S.A. | 42,400 | $4.82M | 2.36% | 00.0% | Unchanged |
| Savant Capital, LLC | 42,261 | $4.80M | 0.04% | +1,012+2.5% | Added |
| Royal Fund Management, LLC | 42,038 | $4.78M | 0.52% | −2,200−5.0% | Reduced |
| Taika Capital, LP | 41,827 | $4.75M | 3.62% | −6,455−13.4% | Reduced |
| Neville Rodie & Shaw Inc | 41,555 | $4.72M | 0.34% | +25,585+160.2% | Added |
| Candelo Capital Management LP | 41,475 | $4.71M | 2.97% | −200−0.5% | Reduced |
| MAI Capital Management | 41,089 | $4.67M | 0.03% | +41,089 | New |
| Ieq Capital, LLC | 40,884 | $4.64M | 0.04% | +32,339+378.5% | Added |
| Headlands Technologies LLC | 40,665 | $4.62M | 0.46% | +40,665 | New |
| Pinebridge Investments, L.P. | 40,568 | $4.61M | 0.04% | +33,811+500.4% | Added |
| QRG Capital Management, Inc. | 40,225 | $4.57M | 0.05% | +15,438+62.3% | Added |
| Liontrust Investment Partners LLP | 40,203 | $4.57M | 0.07% | −267,784−86.9% | Reduced |
| Dilation Capital Management LP | 40,188 | $4.57M | 4.21% | +40,188 | New |
| Hollow Brook Wealth Management LLC | 40,090 | $4.55M | 1.40% | −1,732−4.1% | Reduced |
| Galaxy Digital Capital Management GP LLC | 39,604 | $4.50M | 3.29% | +39,604 | New |
| Dnca Finance | 39,500 | $4.49M | 0.35% | +22,000+125.7% | Added |
| Utah Retirement Systems | 39,300 | $4.46M | 0.05% | +100+0.3% | Added |
| NWK Group, Inc. | 38,957 | $4.43M | 1.71% | +38,957 | New |
| Covea Finance | 38,900 | $4.42M | 0.20% | 00.0% | Unchanged |
| MML Investors Services, LLC | 38,803 | $4.41M | 0.02% | +8,087+26.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,918 | $4.31M | 0.01% | +8,009+26.8% | Added |
| Aubrey Capital Management Ltd | 37,200 | $4.23M | 1.60% | −21,823−37.0% | Reduced |
| Peregrine Investment Management Inc | 37,190 | $4.23M | 2.45% | +37,190 | New |
| Silverleafe Capital Partners, LLC | 37,139 | $4.22M | 1.34% | +37,139 | New |
| Thor Investment Management Inc | 36,958 | $4.20M | 3.23% | −2,617−6.6% | Reduced |
| M&T Bank Corp | 36,936 | $4.20M | 0.01% | +1,025+2.9% | Added |
| Perfromance Wealth Partners, LLC | 36,640 | $4.16M | 0.13% | +36,640 | New |
| Wealthfront Advisers LLC | 36,282 | $4.12M | 0.01% | +4,477+14.1% | Added |
| Nicholas Investment Partners, LP | 36,259 | $4.12M | 0.36% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 36,004 | $4.09M | 2.46% | +36,004 | New |