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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 19,731 | $2.24M | 0.13% | −295−1.5% | Reduced |
| Scopus Asset Management, L.P. | 19,703 | $2.24M | 0.08% | −1,335−6.3% | Reduced |
| Regents Gate Capital LLP | 19,626 | $2.23M | 0.88% | +19,626 | New |
| Plato Investment Management Ltd | 19,513 | $2.22M | 0.16% | −3,473−15.1% | Reduced |
| 1858 Wealth Management, LLC | 19,561 | $2.22M | 1.76% | −86−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 19,378 | $2.20M | 0.02% | +13,667+239.3% | Added |
| Maryland State Retirement & Pension System | 19,115 | $2.17M | 0.05% | −1,407−6.9% | Reduced |
| Sandy Spring Bank | 19,037 | $2.16M | 0.09% | +5,264+38.2% | Added |
| Parsons Capital Management Inc | 18,926 | $2.15M | 0.12% | −4,623−19.6% | Reduced |
| Illinois Municipal Retirement Fund | 18,714 | $2.13M | 0.03% | −4,004−17.6% | Reduced |
| Venture Visionary Partners LLC | 18,506 | $2.10M | 0.09% | +7,936+75.1% | Added |
| Ameritas Advisory Services, LLC | 18,241 | $2.07M | 0.07% | −2,414−11.7% | Reduced |
| 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 |
| Csenge Advisory Group | 17,934 | $2.04M | 0.11% | +17,934 | New |
| Global Retirement Partners, LLC | 17,820 | $2.02M | 0.06% | +2,193+14.0% | Added |
| AXA S.A. | 17,597 | $2.00M | 0.01% | −40,406−69.7% | Reduced |
| Balboa Wealth Partners | 17,407 | $1.98M | 0.45% | +2,959+20.5% | Added |
| Wealthcare Advisory Partners LLC | 17,293 | $1.96M | 0.05% | +986+6.0% | Added |
| Oxford Wealth Group, LLC | 17,263 | $1.96M | 1.27% | −2,257−11.6% | Reduced |
| L & S Advisors Inc | 17,196 | $1.95M | 0.21% | −5,780−25.2% | Reduced |
| Caldwell Investment Management Ltd. | 16,700 | $1.94M | 1.31% | +6,700+67.0% | Added |
| Viking Fund Management LLC | 17,000 | $1.93M | 0.30% | +2,000+13.3% | Added |
| Donoghue Forlines LLC | 16,980 | $1.93M | 0.65% | −6,204−26.8% | Reduced |
| iA Global Asset Management Inc. | 16,980 | $1.93M | 0.03% | +4,217+33.0% | Added |
| Watts Gwilliam & Co., LLC | 14,707 | $1.92M | 0.41% | +14,707 | New |
| Bank of Nova Scotia | 16,615 | $1.89M | 0.00% | +3,997+31.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,569 | $1.88M | 0.09% | +3,119+23.2% | Added |
| Highland Capital Management, LLC | 16,559 | $1.88M | 0.11% | −5,177−23.8% | Reduced |
| Lighthouse Financial LLC | 16,517 | $1.88M | 1.52% | +16,517 | New |
| United Capital Financial Advisers, LLC | 16,434 | $1.87M | 0.02% | +5,779+54.2% | Added |
| Gordian Capital Singapore Pte Ltd | 16,400 | $1.86M | 0.98% | +7,900+92.9% | Added |
| Atria Investments LLC | 16,325 | $1.85M | 0.02% | −365−2.2% | Reduced |
| Banco Santander, S.A. | 16,324 | $1.85M | 0.02% | −16,626−50.5% | Reduced |
| E. Ohman J:or Asset Management AB | 16,250 | $1.85M | 0.04% | +2,400+17.3% | Added |
| Owen LaRue, LLC | 16,179 | $1.84M | 0.96% | +379+2.4% | Added |
| Kestra Investment Management, LLC | 16,160 | $1.84M | 0.07% | −6,580−28.9% | Reduced |
| CIBC World Markets Corp | 16,128 | $1.83M | 0.01% | −4,595−22.2% | Reduced |
| Gallo Partners, LP | 16,073 | $1.83M | 1.35% | +16,073 | New |
| WT Asset Management Ltd | 16,000 | $1.82M | 0.20% | +16,000 | New |
| We Are One Seven, LLC | 15,885 | $1.80M | 0.07% | +5,573+54.0% | Added |
| Sunbelt Securities, Inc. | 15,533 | $1.80M | 0.16% | +1,862+13.6% | Added |
| J. Safra Sarasin Holding AG | 15,792 | $1.79M | 0.03% | +2,340+17.4% | Added |
| Virtue Capital Management, LLC | 15,750 | $1.79M | 0.36% | +689+4.6% | Added |
| Harold Davidson & Associates Inc. | 15,678 | $1.78M | 0.85% | +15,678 | New |
| Horizon Kinetics Asset Management LLC | 15,670 | $1.78M | 0.02% | +340+2.2% | Added |
| Acadian Asset Management LLC | 15,659 | $1.78M | 0.01% | +1,194+8.3% | Added |
| Vestcor Inc | 15,474 | $1.76M | 0.06% | −24,260−61.1% | Reduced |
| Kiker Wealth Management, LLC | 15,431 | $1.75M | 1.42% | +15,431 | New |
| Easterly Investment Partners LLC | 15,390 | $1.75M | 0.14% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 15,279 | $1.74M | 0.01% | +1,818+13.5% | Added |
| O'Shaughnessy Asset Management, LLC | 15,079 | $1.71M | 0.01% | +2,748+22.3% | Added |
| De Lisle Partners LLP | 15,000 | $1.70M | 0.25% | +3,000+25.0% | Added |
| Oxford Financial Group Ltd | 14,936 | $1.70M | 0.11% | +14,936 | New |
| Hunting Hill Global Capital, LLC | 14,804 | $1.68M | 0.76% | 00.0% | Unchanged |
| Atom Investors LP | 14,790 | $1.68M | 0.21% | −64,850−81.4% | Reduced |
| Mercer Global Advisors Inc | 14,704 | $1.67M | 0.00% | −907−5.8% | Reduced |
| Cottage Street Advisors LLC | 14,665 | $1.67M | 0.87% | +4,998+51.7% | Added |
| Convergence Investment Partners, LLC | 14,630 | $1.66M | 0.37% | +7,480+104.6% | Added |
| Vega Investment Solutions | 14,300 | $1.62M | 1.34% | +14,300 | New |
| Kennedy Investment Group | 14,200 | $1.61M | 0.73% | −500−3.4% | Reduced |
| Central Pacific Bank - Trust Division | 14,048 | $1.60M | 0.21% | −1,181−7.8% | Reduced |
| Werlinich Asset Management, LLC | 13,725 | $1.59M | 0.93% | 00.0% | Unchanged |
| Clare Market Investments LLC | 13,760 | $1.56M | 0.37% | +1,670+13.8% | Added |
| Aviva PLC | 13,756 | $1.56M | 0.00% | −221,036−94.1% | Reduced |
| Retireful, LLC | 13,678 | $1.55M | 0.87% | +13,678 | New |
| Sheets Smith Investment Management | 13,401 | $1.52M | 1.29% | +13,401 | New |
| Cookson Peirce & Co Inc | 13,339 | $1.52M | 0.07% | +4,774+55.7% | Added |
| Brevan Howard Capital Management LP | 13,336 | $1.52M | 0.04% | +13,336 | New |
| Westpac Banking Corp | 13,273 | $1.51M | 0.10% | −3,305−19.9% | Reduced |
| Ontario Teachers Pension Plan Board | 13,208 | $1.50M | 0.02% | +13,208 | New |
| Marex Group plc | 13,107 | $1.49M | 0.03% | −7,693−37.0% | Reduced |
| Quartz Partners, LLC | 13,015 | $1.48M | 0.90% | +384+3.0% | Added |
| Wolff Wiese Magana LLC | 12,831 | $1.46M | 0.97% | −191−1.5% | Reduced |
| Carroll Investors, Inc | 12,800 | $1.46M | 0.82% | +1,843+16.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $1.44M | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12,574 | $1.43M | 0.04% | +12,574 | New |
| B. Metzler seel. Sohn & Co. AG | 12,565 | $1.43M | 0.01% | +3,830+43.8% | Added |
| Oak Ridge Investments LLC | 12,500 | $1.42M | 0.11% | +8,425+206.7% | Added |
| Finivi Inc. | 12,495 | $1.42M | 1.13% | +732+6.2% | Added |
| Beacon Pointe Advisors, LLC | 12,401 | $1.41M | 0.02% | −6,160−33.2% | Reduced |
| CenterBook Partners LP | 12,281 | $1.40M | 0.08% | −5,905−32.5% | Reduced |
| Callan Family Office, LLC | 12,227 | $1.39M | 0.09% | −2,762−18.4% | Reduced |
| Grassi Investment Management | 12,150 | $1.38M | 0.12% | +12,150 | New |
| Koshinski Asset Management, Inc. | 12,029 | $1.37M | 0.12% | −150−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,012 | $1.36M | 0.05% | −163−1.3% | Reduced |
| Cresset Asset Management, LLC | 11,962 | $1.36M | 0.01% | −13,237−52.5% | Reduced |
| Sargent Investment Group, LLC | 10,553 | $1.31M | 0.21% | +10,553 | New |
| Capital Planning Advisors, LLC | 11,490 | $1.31M | 0.20% | +11,490 | New |
| Capital World Investors | 11,438 | $1.30M | 0.00% | +774+7.3% | Added |
| Apollon Wealth Management, LLC | 11,363 | $1.29M | 0.03% | +1,469+14.8% | Added |
| Integrated Advisors Network LLC | 11,271 | $1.28M | 0.06% | −1,801−13.8% | Reduced |
| Park Avenue Securities LLC | 11,250 | $1.28M | 0.01% | +4,185+59.2% | Added |
| Shell Asset Management Co | 11,226 | $1.27M | 0.06% | −1,155−9.3% | Reduced |
| Bouvel Investment Partners, LLC | 11,097 | $1.26M | 0.45% | +117+1.1% | Added |
| Guggenheim Capital LLC | 11,090 | $1.26M | 0.01% | −21−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,084 | $1.26M | 0.10% | −1,133−9.3% | Reduced |
| Lecap Asset Management Ltd | 11,060 | $1.26M | 0.34% | +11,060 | New |
| Advisors Asset Management, Inc. | 10,956 | $1.24M | 0.02% | +318+3.0% | Added |
| Integrated Wealth Concepts LLC | 10,939 | $1.24M | 0.01% | +3,225+41.8% | Added |