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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 10,843 | $1.23M | 0.65% | +141+1.3% | Added |
| Prospera Financial Services Inc | 10,820 | $1.23M | 0.03% | +8,374+342.4% | Added |
| Centiva Capital, LP | 10,812 | $1.23M | 0.05% | +9,231+583.9% | Added |
| Simon Quick Advisors, LLC | 10,803 | $1.23M | 0.07% | −663−5.8% | Reduced |
| Guardian Asset Advisors, LLC | 10,783 | $1.23M | 0.79% | +1,719+19.0% | Added |
| Thrivent Financial for Lutherans | 9,672 | $1.22M | 0.00% | −3,425−26.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 10,724 | $1.22M | 0.10% | +10,724 | New |
| Shorepoint Capital Partners LLC | 10,650 | $1.21M | 0.28% | +10,650 | New |
| Element Pointe Advisors, LLC | 10,593 | $1.20M | 0.28% | 00.0% | Unchanged |
| Calamos Advisors LLC | 10,465 | $1.19M | 0.01% | +320+3.2% | Added |
| Chesley Taft & Associates LLC | 10,445 | $1.19M | 0.06% | −430−4.0% | Reduced |
| Allstate Corp | 10,442 | $1.19M | 0.03% | +10,442 | New |
| Andar Capital Management HK Ltd | 10,400 | $1.18M | 1.52% | +10,400 | New |
| Shelton Wealth Management, LLC | 10,398 | $1.18M | 0.65% | −2,914−21.9% | Reduced |
| Catalyst Capital Advisors LLC | 10,368 | $1.18M | 0.03% | −321−3.0% | Reduced |
| Darwin Advisors, LLC | 10,348 | $1.18M | 0.40% | +6,450+165.5% | Added |
| Perpetual Ltd | 10,330 | $1.17M | 0.01% | −248,637−96.0% | Reduced |
| Aigen Investment Management, LP | 10,226 | $1.16M | 0.20% | +10,226 | New |
| Pitcairn Co | 10,189 | $1.16M | 0.07% | −62−0.6% | Reduced |
| Williamson Legacy Group, LLC | 10,175 | $1.16M | 0.77% | −6,771−40.0% | Reduced |
| Virtus ETF Advisers LLC | 10,131 | $1.15M | 0.47% | +10,131 | New |
| Polianta Ltd | 10,100 | $1.15M | 0.55% | −1,800−15.1% | Reduced |
| WealthTrust Asset Management, LLC | 10,068 | $1.14M | 0.82% | −1,116−10.0% | Reduced |
| Anson Funds Management LP | 10,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 10,000 | $1.14M | 0.22% | 00.0% | Unchanged |
| Main Management ETF Advisors, LLC | 9,968 | $1.13M | 0.05% | −896−8.2% | Reduced |
| Oddo BHF Asset Management SAS | 9,930 | $1.13M | 0.06% | +9,930 | New |
| Ostrum Asset Management | 9,911 | $1.13M | 0.10% | +6,236+169.7% | Added |
| National Bank of Canada | 9,740 | $1.11M | 0.00% | +3,576+58.0% | Added |
| Floyd Financial Group LLC | 8,573 | $1.11M | 0.91% | +8,573 | New |
| Arrow Capital Pty Ltd | 9,695 | $1.10M | 1.01% | +9,695 | New |
| RFG - Bristol Wealth Advisors, LLC | 9,633 | $1.09M | 0.36% | +9,633 | New |
| RSM US Wealth Management LLC | 9,392 | $1.09M | 0.02% | +1,392+17.4% | Added |
| Leonteq Securities AG | 9,559 | $1.09M | 0.11% | +7,803+444.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,428 | $1.07M | 0.02% | +2,850+43.3% | Added |
| Procyon Private Wealth Partners, LLC | 9,395 | $1.07M | 0.07% | +3,973+73.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,384 | $1.07M | 0.03% | −63,693−87.2% | Reduced |
| FWL Investment Management, LLC | 9,225 | $1.05M | 0.38% | +502+5.8% | Added |
| Empowered Funds, LLC | 9,180 | $1.04M | 0.02% | +3,682+67.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 9,160 | $1.04M | 0.47% | 00.0% | Unchanged |
| NVWM, LLC | 9,121 | $1.04M | 0.26% | −914−9.1% | Reduced |
| Congress Asset Management Co | 9,000 | $1.02M | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 9,000 | $1.02M | 0.10% | +9,000 | New |
| Geneva Partners, LLC | 8,971 | $1.02M | 0.41% | +8,971 | New |
| Westover Capital Advisors, LLC | 8,936 | $1.02M | 0.22% | +1,200+15.5% | Added |
| Altfest L J & Co Inc | 8,904 | $1.01M | 0.13% | +2,241+33.6% | Added |
| Arlington Capital Management, Inc. | 8,849 | $1.01M | 0.70% | −2,075−19.0% | Reduced |
| LDR Capital Management LLC | 8,817 | $1.00M | 1.36% | +8,817 | New |
| Versor Investments LP | 8,800 | $999.8K | 0.17% | +8,800 | New |
| Wahed Invest LLC | 8,798 | $999.5K | 0.17% | +105+1.2% | Added |
| Jacobs Levy Equity Management, Inc | 8,604 | $977.5K | 0.00% | −17,692−67.3% | Reduced |
| National Asset Management, Inc. | 8,555 | $972.0K | 0.03% | +2,053+31.6% | Added |
| Intellectus Partners, LLC | 8,500 | $965.7K | 0.21% | +500+6.3% | Added |
| Globeflex Capital L P | 8,300 | $943.0K | 0.08% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,083 | $939.1K | 0.03% | +1,008+16.6% | Added |
| EdgeRock Capital LLC | 8,232 | $935.2K | 0.61% | +694+9.2% | Added |
| IronOak Wealth LLC. | 8,203 | $931.9K | 1.04% | +8,203 | New |
| Carnegie Capital Asset Management, LLC | 8,138 | $924.5K | 0.03% | +1,790+28.2% | Added |
| Bearing Point Capital, LLC | 8,107 | $921.0K | 0.19% | +8,107 | New |
| Stonegate Investment Group, LLC | 8,071 | $910.1K | 0.02% | −8,708−51.9% | Reduced |
| Spire Wealth Management | 8,002 | $909.1K | 0.03% | +5,287+194.7% | Added |
| Colonial River Wealth Management, LLC | 8,001 | $909.0K | 0.44% | +555+7.5% | Added |
| Axxcess Wealth Management, LLC | 7,964 | $904.8K | 0.02% | +580+7.9% | Added |
| Prime Capital Investment Advisors, LLC | 7,905 | $898.1K | 0.01% | +84+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 7,900 | $897.5K | 0.07% | +2,833+55.9% | Added |
| Myriad Asset Management US LP | 7,823 | $888.8K | 0.60% | +7,823 | New |
| Principal Street Partners, LLC | 7,780 | $883.9K | 0.17% | −7,327−48.5% | Reduced |
| Mount Lucas Management LP | 7,769 | $882.6K | 0.31% | −1,642−17.4% | Reduced |
| Sequoia Financial Advisors, LLC | 7,762 | $881.8K | 0.01% | +1,599+25.9% | Added |
| Hartree Partners, LP | 7,750 | $880.5K | 0.33% | +7,750 | New |
| Machina Capital S.A.S. | 7,618 | $865.5K | 0.36% | +7,618 | New |
| Everence Capital Management Inc | 7,590 | $862.0K | 0.06% | +7,590 | New |
| Qsemble Capital Management, LP | 7,530 | $855.5K | 0.11% | +836+12.5% | Added |
| Smith Group Asset Management, LLC | 7,450 | $846.4K | 0.06% | −80−1.1% | Reduced |
| Fox Hill Wealth Management | 7,358 | $836.0K | 0.47% | −501−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 7,314 | $830.9K | 0.01% | +2,861+64.2% | Added |
| CWM Advisors, LLC | 7,166 | $814.1K | 0.09% | +7,166 | New |
| Stephens Inc | 7,163 | $813.8K | 0.01% | +1,485+26.2% | Added |
| IFP Advisors, Inc | 7,161 | $813.6K | 0.03% | +5,888+462.5% | Added |
| WBI Investments | 7,113 | $808.1K | 0.20% | +7,113 | New |
| Kane Investment Management, Inc. | 7,111 | $807.9K | 0.45% | +7,111 | New |
| Mirabella Financial Services LLP | 7,106 | $807.3K | 0.07% | −36,544−83.7% | Reduced |
| Signaturefd, LLC | 7,068 | $803.0K | 0.02% | +501+7.6% | Added |
| Wealth Effects LLC | 7,050 | $801.0K | 0.28% | +400+6.0% | Added |
| Spirit of America Management Corp | 7,050 | $801.0K | 0.16% | +600+9.3% | Added |
| Total Clarity Wealth Management, Inc. | 7,042 | $800.0K | 0.26% | +158+2.3% | Added |
| Snowden Capital Advisors LLC | 7,017 | $797.2K | 0.02% | +1,384+24.6% | Added |
| Sanders Morris Harris LLC | 7,000 | $795.3K | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,972 | $792.0K | 0.05% | +1,785+34.4% | Added |
| Prosperity Wealth Management, Inc. | 6,918 | $786.0K | 0.32% | −1,587−18.7% | Reduced |
| Bryn Mawr Trust Co | 6,881 | $781.8K | 0.01% | +1,016+17.3% | Added |
| Independent Financial Group, LLC | 6,859 | $779.3K | 0.03% | +1,198+21.2% | Added |
| Steel Peak Wealth Management LLC | 6,809 | $773.6K | 0.03% | −5,225−43.4% | Reduced |
| UniSuper Management Pty Ltd | 6,800 | $772.5K | 0.01% | −1,500−18.1% | Reduced |
| Peterson Wealth Services | 6,788 | $771.2K | 0.23% | +6,788 | New |
| Moors & Cabot, Inc. | 6,762 | $768.2K | 0.04% | +527+8.5% | Added |
| WealthPlan Investment Management, LLC | 6,747 | $766.5K | 0.08% | +269+4.2% | Added |
| Friedenthal Financial | 6,746 | $766.4K | 0.45% | +6,746 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,721 | $763.6K | 0.04% | +4,000+147.0% | Added |
| Wright Investors Service Inc | 6,685 | $759.5K | 0.25% | −592−8.1% | Reduced |