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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 6,650 | $755.5K | 0.04% | −2,330−25.9% | Reduced |
| Sax Wealth Advisors, LLC | 6,630 | $753.2K | 0.06% | −563−7.8% | Reduced |
| Corebridge Financial, Inc. | 6,602 | $750.1K | 0.00% | −274−4.0% | Reduced |
| Mosley Wealth Management | 6,724 | $742.7K | 0.46% | −48−0.7% | Reduced |
| Coldstream Capital Management Inc | 6,443 | $732.0K | 0.02% | +1,309+25.5% | Added |
| Merit Financial Group, LLC | 6,422 | $729.6K | 0.01% | +6,422 | New |
| GLOBALT Investments LLC | 6,320 | $718.0K | 0.03% | −21−0.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,320 | $718.0K | 0.12% | +6,320 | New |
| Nebula Research & Development LLC | 6,301 | $715.9K | 0.08% | +2,056+48.4% | Added |
| Quadcap Wealth Management, LLC | 6,290 | $714.7K | 0.11% | −344−5.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,268 | $712.1K | 0.15% | +6,268 | New |
| Arkadios Wealth Advisors | 6,236 | $708.5K | 0.04% | +530+9.3% | Added |
| Richmond Investment Services, LLC | 6,164 | $700.3K | 0.39% | +6,164 | New |
| TownSquare Capital, LLC | 6,160 | $699.9K | 0.01% | +1,170+23.4% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 6,123 | $695.7K | 0.68% | +6,123 | New |
| J.W. Cole Advisors, Inc. | 6,096 | $692.5K | 0.03% | −1,437−19.1% | Reduced |
| IAM Advisory, LLC | 6,012 | $683.0K | 0.17% | +193+3.3% | Added |
| Ayrshire Capital Management LLC | 5,961 | $677.3K | 0.33% | +5,961 | New |
| Quantum Private Wealth, LLC | 5,938 | $674.6K | 0.22% | +500+9.2% | Added |
| Panagora Asset Management Inc | 5,932 | $673.9K | 0.00% | +5,932 | New |
| Reliant Investment Partners, LLC | 5,928 | $673.5K | 0.60% | +5,928 | New |
| Kingsview Wealth Management, LLC | 5,873 | $667.2K | 0.01% | +2,219+60.7% | Added |
| American Trust | 5,793 | $658.1K | 0.05% | −155−2.6% | Reduced |
| Lake Street Advisors Group, LLC | 5,751 | $653.4K | 0.03% | +155+2.8% | Added |
| Veracity Capital LLC | 5,698 | $647.4K | 0.24% | +258+4.7% | Added |
| Sheets Smith Wealth Management | 5,693 | $646.8K | 0.08% | +5,693 | New |
| Menard Financial Group LLC | 5,652 | $642.1K | 0.39% | −901−13.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 5,625 | $639.1K | 0.29% | +5,625 | New |
| Ring Mountain Capital, LLC | 5,604 | $636.7K | 0.43% | +5,604 | New |
| Vise Technologies, Inc. | 5,594 | $635.5K | 0.05% | +1,127+25.2% | Added |
| New Wave Wealth Advisors LLC | 5,555 | $631.1K | 0.26% | −204−3.5% | Reduced |
| Green Square Capital Advisors LLC | 5,500 | $624.9K | 0.09% | −250−4.3% | Reduced |
| Allianz SE | 5,370 | $623.8K | 0.02% | +1,170+27.9% | Added |
| Fieldview Capital Management, LLC | 5,480 | $622.6K | 0.10% | +5,480 | New |
| Petra Financial Advisors Inc | 5,479 | $622.5K | 0.42% | +119+2.2% | Added |
| PFG Investments, LLC | 5,432 | $617.1K | 0.04% | +5,432 | New |
| Beck Bode, LLC | 5,429 | $616.8K | 0.11% | +5,429 | New |
| Arete Wealth Advisors, LLC | 5,392 | $614.0K | 0.04% | −571−9.6% | Reduced |
| Emerald Advisers, LLC | 5,387 | $612.0K | 0.02% | −4,184−43.7% | Reduced |
| Pallas Capital Advisors LLC | 5,377 | $610.9K | 0.03% | +226+4.4% | Added |
| Sovereign Financial Group, Inc. | 5,260 | $597.6K | 0.14% | −22−0.4% | Reduced |
| C M Bidwell & Associates Ltd | 5,255 | $597.0K | 0.36% | −62−1.2% | Reduced |
| Venturi Wealth Management, LLC | 5,244 | $595.8K | 0.03% | +4,575+683.9% | Added |
| Claro Advisors LLC | 5,185 | $589.1K | 0.08% | +30+0.6% | Added |
| Mission Wealth Management, LP | 5,178 | $588.3K | 0.01% | +1,543+42.4% | Added |
| Aristeia Capital LLC | 5,164 | $586.7K | 0.02% | +5,164 | New |
| Dynasty Wealth Management, LLC | 5,160 | $586.2K | 0.01% | −240−4.4% | Reduced |
| Insigneo Advisory Services, LLC | 5,152 | $585.3K | 0.06% | +265+5.4% | Added |
| Arlington Financial Advisors, LLC | 5,150 | $585.1K | 0.12% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,128 | $582.6K | 0.01% | +2,131+71.1% | Added |
| Quantessence Capital LLC | 5,124 | $582.1K | 0.24% | +5,124 | New |
| NorthCrest Asset Manangement, LLC | 5,102 | $579.6K | 0.02% | +250+5.2% | Added |
| Severin Investments, LLC | 5,082 | $577.4K | 0.58% | +5,082 | New |
| Precision Wealth Strategies, LLC | 5,075 | $576.6K | 0.45% | +304+6.4% | Added |
| Chicago Partners Investment Group LLC | 4,437 | $573.6K | 0.02% | +800+22.0% | Added |
| Churchill Management Corp | 5,021 | $570.4K | 0.01% | −310−5.8% | Reduced |
| Shelton Capital Management | 5,000 | $568.0K | 0.01% | +5,000 | New |
| Polymer Capital Management (US) LLC | 5,000 | $568.0K | 0.18% | +5,000 | New |
| Capital Analysts, LLC | 5,000 | $568.0K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 4,968 | $564.4K | 0.16% | +2,735+122.5% | Added |
| Diversify Advisory Services, LLC | 4,377 | $564.4K | 0.03% | +4,377 | New |
| Metis Global Partners, LLC | 4,931 | $560.2K | 0.02% | +329+7.1% | Added |
| Richard W. Paul & Associates, LLC | 4,917 | $558.7K | 0.20% | −115−2.3% | Reduced |
| Yousif Capital Management, LLC | 4,888 | $555.3K | 0.01% | +20+0.4% | Added |
| Eqis Capital Management, Inc. | 4,872 | $553.5K | 0.05% | −1,657−25.4% | Reduced |
| Unique Wealth Strategies, LLC | 4,860 | $552.1K | 0.24% | +4,860 | New |
| Segment Wealth Management, LLC | 4,845 | $550.4K | 0.04% | +170+3.6% | Added |
| Gladstone Institutional Advisory LLC | 4,835 | $549.3K | 0.03% | −1,720−26.2% | Reduced |
| Parallel Advisors, LLC | 4,829 | $548.7K | 0.01% | +1,437+42.4% | Added |
| JBR Co Financial Management Inc | 4,808 | $546.2K | 0.33% | −153−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,787 | $543.9K | 0.02% | −408−7.9% | Reduced |
| D.A. Davidson & Co. | 4,784 | $543.5K | 0.00% | +265+5.9% | Added |
| Huntleigh Advisors, Inc. | 4,762 | $541.0K | 0.12% | +4,762 | New |
| Rakuten Securities, Inc. | 4,757 | $540.4K | 0.21% | −14,352−75.1% | Reduced |
| NEOS Investment Management LLC | 4,740 | $538.5K | 0.01% | +4,740 | New |
| CAPROCK Group, Inc. | 4,706 | $534.7K | 0.02% | +597+14.5% | Added |
| AlTi Global, Inc. | 4,700 | $534.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,690 | $532.8K | 0.01% | −114−2.4% | Reduced |
| Delta Investment Management, LLC | 4,632 | $526.2K | 0.10% | +323+7.5% | Added |
| Presidio Capital Management, LLC | 4,625 | $525.4K | 0.28% | +300+6.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $522.6K | 0.09% | 00.0% | Unchanged |
| Sig Brokerage, LP | 4,598 | $522.4K | 0.24% | +4,598 | New |
| Arthur M. Cohen & Associates, LLC | 4,525 | $514.1K | 0.09% | +4,525 | New |
| Qtron Investments LLC | 4,508 | $512.2K | 0.07% | −1,714−27.5% | Reduced |
| HB Wealth Management, LLC | 4,498 | $511.3K | 0.01% | +528+13.3% | Added |
| Meeder Advisory Services, Inc. | 4,500 | $511.2K | 0.03% | +1,763+64.4% | Added |
| Mizuho Markets Americas LLC | 4,461 | $506.8K | 0.01% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,449 | $505.4K | 0.20% | −75−1.7% | Reduced |
| Tema ETFs LLC | 4,424 | $502.6K | 0.21% | +4,424 | New |
| Tower Research Capital LLC (TRC) | 4,400 | $499.9K | 0.01% | −817−15.7% | Reduced |
| MONECO Advisors, LLC | 4,399 | $499.7K | 0.05% | −295−6.3% | Reduced |
| Harbor Investment Advisory, LLC | 4,397 | $499.5K | 0.05% | +2,725+163.0% | Added |
| B&L Asset Management LLC | 4,371 | $496.6K | 0.32% | +4,371 | New |
| Alta Wealth Advisors LLC | 4,312 | $489.9K | 0.21% | +4,312 | New |
| Phoenix Holdings Ltd. | 4,293 | $487.8K | 0.01% | −447−9.4% | Reduced |
| Bluesphere Advisors, LLC | 4,291 | $487.5K | 0.24% | +1,482+52.8% | Added |
| Caxton Associates LP | 4,247 | $482.5K | 0.02% | +4,247 | New |
| Parcion Private Wealth LLC | 4,243 | $482.0K | 0.04% | −67−1.6% | Reduced |
| Whalen Wealth Management Inc. | 4,240 | $481.7K | 0.33% | +4,240 | New |
| Almanack Investment Partners, LLC. | 4,220 | $479.5K | 0.07% | +420+11.1% | Added |