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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 35,649 | $4.05M | 0.36% | +20,379+133.5% | Added |
| Avanza Fonder AB | 35,556 | $4.04M | 0.12% | +35,556 | New |
| Strategic Global Advisors, LLC | 35,188 | $4.00M | 0.73% | +1,415+4.2% | Added |
| Wakefield Asset Management LLLP | 35,015 | $3.98M | 1.34% | −282−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 34,922 | $3.97M | 0.00% | −3,384−8.8% | Reduced |
| TT International Asset Management LTD | 34,833 | $3.96M | 0.57% | −15,265−30.5% | Reduced |
| Bradley Foster & Sargent Inc | 34,831 | $3.96M | 0.07% | +362+1.1% | Added |
| Elo Mutual Pension Insurance Co | 34,547 | $3.92M | 0.08% | +3,036+9.6% | Added |
| Intech Investment Management LLC | 33,859 | $3.85M | 0.04% | −9,589−22.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 33,841 | $3.84M | 0.34% | +4,359+14.8% | Added |
| EFG Asset Management (Americas) Corp. | 33,359 | $3.79M | 0.74% | +4,232+14.5% | Added |
| Oppenheimer Asset Management Inc. | 33,220 | $3.77M | 0.05% | +4,984+17.7% | Added |
| The PNC Financial Services Group, Inc. | 32,954 | $3.74M | 0.00% | +4,888+17.4% | Added |
| Alberta Investment Management Corp | 32,900 | $3.74M | 0.02% | +32,900 | New |
| Bank of Hawaii | 32,791 | $3.73M | 0.21% | +1,436+4.6% | Added |
| Diversified Trust Co | 32,688 | $3.71M | 0.09% | +123+0.4% | Added |
| Old West Investment Management, LLC | 32,665 | $3.71M | 1.50% | +4,293+15.1% | Added |
| Baldwin Investment Management, LLC | 32,538 | $3.70M | 0.48% | +13,029+66.8% | Added |
| Insight Holdings Group, LLC | 32,200 | $3.66M | 0.24% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 32,088 | $3.65M | 0.12% | +1,425+4.6% | Added |
| Dakota Wealth Management | 32,031 | $3.64M | 0.08% | −9,161−22.2% | Reduced |
| Davidson Capital Management Inc. | 31,604 | $3.59M | 0.94% | +11,108+54.2% | Added |
| Leeward Financial Partners, LLC | 31,564 | $3.59M | 1.28% | +1,497+5.0% | Added |
| Parallax Volatility Advisers, L.P. | 31,226 | $3.55M | 0.08% | +31,226 | New |
| Seascape Capital Management | 31,057 | $3.53M | 1.23% | +734+2.4% | Added |
| HighPoint Advisor Group LLC | 28,568 | $3.52M | 0.19% | +7,162+33.5% | Added |
| Colony Group, LLC | 30,561 | $3.47M | 0.01% | +25,331+484.3% | Added |
| Munro Partners | 30,460 | $3.46M | 0.12% | −176,875−85.3% | Reduced |
| 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 |
| JustInvest LLC | 29,991 | $3.41M | 0.05% | +3,058+11.4% | Added |
| Atria Wealth Solutions, Inc. | 29,758 | $3.38M | 0.04% | −9,235−23.7% | Reduced |
| Walleye Capital LLC | 29,518 | $3.35M | 0.03% | +12,842+77.0% | Added |
| Next Century Growth Investors LLC | 29,176 | $3.31M | 0.25% | +120.0% | Added |
| Kestra Advisory Services, LLC | 28,976 | $3.29M | 0.02% | +2,847+10.9% | Added |
| CI Private Wealth, LLC | 28,872 | $3.28M | 0.01% | +14,042+94.7% | Added |
| Great Valley Advisor Group, Inc. | 28,759 | $3.27M | 0.07% | −2,396−7.7% | Reduced |
| KMG Fiduciary Partners, LLC | 28,749 | $3.27M | 0.27% | +28,749 | New |
| Point72 Hong Kong Ltd | 28,665 | $3.26M | 0.20% | +28,665 | New |
| Gulf International Bank (UK) Ltd | 27,700 | $3.15M | 0.08% | −307−1.1% | Reduced |
| Independence Bank of Kentucky | 27,165 | $3.09M | 0.47% | +4,045+17.5% | Added |
| Knollwood Investment Advisory, LLC | 27,150 | $3.08M | 0.32% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 23,166 | $3.07M | 0.08% | +1,619+7.5% | Added |
| Stonebridge Financial Group, LLC | 26,868 | $3.05M | 0.34% | +26,868 | New |
| Cherry Creek Investment Advisors, Inc. | 26,806 | $3.05M | 1.50% | −180−0.7% | Reduced |
| O'Neil Global Advisors, Inc. | 26,631 | $3.03M | 0.88% | −51,364−65.9% | Reduced |
| Nisa Investment Advisors, LLC | 26,500 | $3.01M | 0.01% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 26,302 | $2.99M | 0.98% | +26,302 | New |
| Cloverfields Capital Group, LP | 26,218 | $2.98M | 0.96% | +49+0.2% | Added |
| Union Bancaire Privee, UBP SA | 27,092 | $2.97M | 0.05% | +27,092 | New |
| CWM, LLC | 25,528 | $2.90M | 0.01% | +6,637+35.1% | Added |
| Sigma Planning Corp | 25,480 | $2.89M | 0.09% | +6,799+36.4% | Added |
| Bridgeway Capital Management, LLC | 25,460 | $2.89M | 0.06% | −32,030−55.7% | Reduced |
| Enclave Advisors LLC | 25,417 | $2.89M | 0.48% | +16,987+201.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,400 | $2.89M | 0.01% | +15,738+162.9% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 25,210 | $2.86M | 0.60% | +25,210 | New |
| Gilder Gagnon Howe & Co LLC | 25,129 | $2.85M | 0.03% | +25,129 | New |
| Alight Capital Management LP | 25,000 | $2.84M | 0.96% | −15,000−37.5% | Reduced |
| Rowland & Co Investment Counsel | 24,864 | $2.82M | 0.59% | +3,993+19.1% | Added |
| Montag A & Associates Inc | 24,639 | $2.80M | 0.13% | −1,100−4.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 24,048 | $2.73M | 0.05% | −1,915−7.4% | Reduced |
| Investment Management Corp of Ontario | 23,942 | $2.72M | 0.09% | −10,918−31.3% | Reduced |
| Grandeur Peak Global Advisors, LLC | 23,916 | $2.72M | 0.24% | +9,185+62.4% | Added |
| Amalgamated Bank | 23,880 | $2.71M | 0.02% | −149−0.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 23,722 | $2.70M | 0.05% | +40.0% | Added |
| Avantax Advisory Services, Inc. | 23,661 | $2.69M | 0.02% | +1,838+8.4% | Added |
| Vident Advisory, LLC | 23,434 | $2.66M | 0.05% | +15,558+197.5% | Added |
| Penserra Capital Management LLC | 23,420 | $2.66M | 0.05% | −21,522−47.9% | Reduced |
| Morse Asset Management, Inc | 23,373 | $2.66M | 0.61% | +12,258+110.3% | Added |
| AXS Investments LLC | 23,302 | $2.65M | 0.74% | +10,802+86.4% | Added |
| Estate Counselors, LLC | 23,290 | $2.65M | 0.28% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 23,154 | $2.63M | 0.03% | +12,956+127.0% | Added |
| Federation des caisses Desjardins du Quebec | 23,134 | $2.63M | 0.01% | +121+0.5% | Added |
| Polar Asset Management Partners Inc. | 22,800 | $2.59M | 0.04% | −16,160−41.5% | Reduced |
| Legacy Bridge, LLC | 22,658 | $2.57M | 1.34% | +200+0.9% | Added |
| Cornerstone Capital, Inc. | 22,515 | $2.56M | 0.27% | −8,980−28.5% | Reduced |
| Qube Research & Technologies Ltd | 22,508 | $2.56M | 0.00% | +22,508 | New |
| Meridian Wealth Management, LLC | 22,325 | $2.54M | 0.12% | +22,325 | New |
| MetLife Investment Management | 22,069 | $2.51M | 0.01% | −502−2.2% | Reduced |
| Harvest Investment Services, LLC | 21,882 | $2.49M | 0.61% | −20,428−48.3% | Reduced |
| SeaCrest Wealth Management, LLC | 21,858 | $2.48M | 0.26% | +5,712+35.4% | Added |
| Graphene Investments SAS | 21,800 | $2.48M | 1.71% | −7,300−25.1% | Reduced |
| Bleakley Financial Group, LLC | 21,601 | $2.45M | 0.07% | +1,330+6.6% | Added |
| New York State Teachers Retirement System | 21,440 | $2.44M | 0.01% | −9,838−31.5% | Reduced |
| Wedbush Securities Inc | 21,403 | $2.43M | 0.09% | +10,391+94.4% | Added |
| Electron Capital Partners, LLC | 21,175 | $2.41M | 0.14% | −220,640−91.2% | Reduced |
| Scotia Capital Inc. | 20,952 | $2.38M | 0.01% | +3,201+18.0% | Added |
| Eley Financial Management, Inc | 20,916 | $2.38M | 0.93% | +473+2.3% | Added |
| Swiss Life Asset Management Ltd | 20,865 | $2.37M | 0.02% | +9,582+84.9% | Added |
| Channel Wealth LLC | 20,789 | $2.36M | 0.77% | −2,069−9.1% | Reduced |
| Bard Financial Services, Inc. | 20,675 | $2.35M | 0.28% | −500−2.4% | Reduced |
| Commerce Bank | 20,605 | $2.34M | 0.01% | −147−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20,575 | $2.34M | 0.70% | +1,225+6.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,322 | $2.32M | 0.03% | +10,719+141.0% | Added |
| Hanseatic Management Services Inc | 20,391 | $2.32M | 2.94% | +60+0.3% | Added |
| Quaero Capital S.A. | 20,326 | $2.31M | 2.95% | +961+5.0% | Added |
| Mezzasalma Advisors, LLC | 20,008 | $2.27M | 0.73% | +3,945+24.6% | Added |
| Telligent Fund, LP | 20,000 | $2.27M | 2.16% | +20,000 | New |
| Consolidated Portfolio Review Corp | 19,867 | $2.26M | 0.36% | +19,867 | New |
| Harbour Capital Advisors, LLC | 17,925 | $2.25M | 0.50% | +910+5.3% | Added |