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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 4,209 | $478.2K | 0.31% | +4,209 | New |
| Plancorp, LLC | 4,185 | $475.4K | 0.02% | +68+1.7% | Added |
| Values First Advisors, Inc. | 4,182 | $475.1K | 0.26% | +4,182 | New |
| SkyOak Wealth, LLC | 4,165 | $473.2K | 0.10% | +1,000+31.6% | Added |
| Encompass More Asset Management | 4,145 | $470.9K | 0.16% | +667+19.2% | Added |
| Moneta Group Investment Advisors LLC | 4,145 | $470.9K | 0.01% | +1,233+42.3% | Added |
| Lindbrook Capital, LLC | 4,143 | $470.7K | 0.04% | +67+1.6% | Added |
| Alps Advisors Inc | 4,095 | $465.2K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,069 | $462.3K | 0.16% | −2,893−41.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,038 | $459.0K | 0.00% | +4,038 | New |
| Guidance Capital, Inc | 3,114 | $455.6K | 0.14% | +3,114 | New |
| Southport Management, L.L.C. | 4,000 | $454.4K | 1.65% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,986 | $452.8K | 0.02% | +3,986 | New |
| Golden State Wealth Management, LLC | 3,943 | $448.0K | 0.07% | +3,943 | New |
| EntryPoint Capital, LLC | 3,924 | $445.8K | 0.19% | +259+7.1% | Added |
| Fox Run Management, L.L.C. | 3,918 | $445.1K | 0.08% | −5,296−57.5% | Reduced |
| Two Sigma Advisers, LP | 3,900 | $443.1K | 0.00% | −43,500−91.8% | Reduced |
| Fort Sheridan Advisors LLC | 3,840 | $436.3K | 0.06% | +315+8.9% | Added |
| Hantz Financial Services, Inc. | 3,833 | $435.0K | 0.01% | −831−17.8% | Reduced |
| Davenport & Co LLC | 3,794 | $431.1K | 0.00% | +913+31.7% | Added |
| Equitable Holdings, Inc. | 3,787 | $430.2K | 0.00% | +22+0.6% | Added |
| International Assets Investment Management, LLC | 3,611 | $427.2K | 0.04% | −141,843−97.5% | Reduced |
| IFG Advisory, LLC | 3,756 | $426.7K | 0.02% | +3,756 | New |
| Diametric Capital, LP | 3,724 | $423.1K | 0.29% | −1,174−24.0% | Reduced |
| Liberty Wealth Management LLC | 3,708 | $421.3K | 0.07% | −343−8.5% | Reduced |
| Prestige Wealth Management Group LLC | 3,695 | $419.8K | 0.09% | +85+2.4% | Added |
| Private Trust Co NA | 3,693 | $419.6K | 0.04% | +1,491+67.7% | Added |
| Aaron Wealth Advisors | 3,688 | $419.0K | 0.05% | −148−3.9% | Reduced |
| Cigna Investments Inc | 3,675 | $417.0K | 0.07% | −44−1.2% | Reduced |
| Sharp Financial Services, LLC | 3,655 | $415.2K | 0.32% | −300−7.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,654 | $415.1K | 0.10% | +3,654 | New |
| Rollins Financial Advisors, LLC | 3,649 | $414.6K | 0.06% | +3,649 | New |
| Farther Finance Advisors, LLC | 3,630 | $412.4K | 0.01% | −1,195−24.8% | Reduced |
| Prakash Investment Advisors LLC | 3,620 | $411.3K | 0.41% | +3,620 | New |
| Prelude Capital Management, LLC | 3,609 | $410.0K | 0.03% | +1,275+54.6% | Added |
| FDx Advisors, Inc. | 3,607 | $410.0K | 0.12% | −60−1.6% | Reduced |
| Board of the Pension Protection Fund | 3,600 | $409.0K | 0.47% | +3,600 | New |
| Keybank National Association | 3,597 | $408.7K | 0.00% | −789−18.0% | Reduced |
| Waddell & Associates, LLC | 3,589 | $407.7K | 0.04% | +30+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 3,558 | $404.2K | 0.24% | +3,558 | New |
| Novare Capital Management LLC | 3,555 | $403.9K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,519 | $399.8K | 0.18% | +340+10.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,505 | $398.2K | 0.06% | +192+5.8% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $397.6K | 0.31% | 00.0% | Unchanged |
| Axq Capital, LP | 3,484 | $395.8K | 0.18% | −1,674−32.5% | Reduced |
| Counterpoint Mutual Funds LLC | 3,479 | $395.2K | 0.05% | +1,443+70.9% | Added |
| GPS Wealth Strategies Group, LLC | 3,466 | $393.8K | 0.05% | +3,462+86,550.0% | Added |
| Hudock, Inc. | 3,456 | $392.7K | 0.07% | +219+6.8% | Added |
| First Hawaiian Bank | 3,447 | $391.6K | 0.01% | +1,244+56.5% | Added |
| Gries Financial LLC | 3,438 | $390.6K | 0.07% | −577−14.4% | Reduced |
| Interchange Capital Partners, LLC | 3,069 | $388.6K | 0.14% | +3,069 | New |
| Exchange Traded Concepts, LLC | 3,404 | $386.7K | 0.01% | −1,184−25.8% | Reduced |
| Berbice Capital Management LLC | 3,400 | $386.3K | 0.31% | +3,400 | New |
| Stratos Wealth Partners, LTD. | 3,367 | $382.5K | 0.01% | +734+27.9% | Added |
| Atomi Financial Group, Inc. | 3,358 | $381.5K | 0.02% | +289+9.4% | Added |
| Occudo Quantitative Strategies LP | 3,353 | $380.9K | 0.07% | +3,353 | New |
| Frank, Rimerman Advisors LLC | 3,351 | $380.7K | 0.03% | +41+1.2% | Added |
| Icon Wealth Advisors, LLC | 3,336 | $379.0K | 0.03% | +1,286+62.7% | Added |
| Teacher Retirement System of Texas | 3,336 | $379.0K | 0.00% | −140,013−97.7% | Reduced |
| SageView Advisory Group, LLC | 3,332 | $378.6K | 0.02% | −32−1.0% | Reduced |
| Creative Financial Designs Inc | 3,310 | $376.1K | 0.03% | +870+35.7% | Added |
| Kercheville Advisors, LLC | 3,300 | $374.9K | 0.15% | +3,300 | New |
| Focus Financial Network, Inc. | 3,292 | $374.0K | 0.01% | +138+4.4% | Added |
| Summit Trail Advisors, LLC | 3,277 | $372.3K | 0.01% | +949+40.8% | Added |
| EP Wealth Advisors, LLC | 3,272 | $371.8K | 0.00% | −1,006−23.5% | Reduced |
| Fulton Bank, N.A. | 3,252 | $369.5K | 0.01% | +201+6.6% | Added |
| Lido Advisors, LLC | 3,240 | $368.1K | 0.00% | −345−9.6% | Reduced |
| Buckingham Strategic Partners | 3,226 | $366.5K | 0.01% | +97+3.1% | Added |
| SG Americas Securities, LLC | 3,205 | $364.0K | 0.00% | −17,925−84.8% | Reduced |
| Advyzon Investment Management, LLC | 3,196 | $363.1K | 0.14% | +3,196 | New |
| WealthBridge Capital Management, LLC | 3,171 | $360.2K | 0.10% | +3,171 | New |
| Cahill Financial Advisors Inc | 3,152 | $358.1K | 0.05% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,145 | $357.3K | 0.14% | +550+21.2% | Added |
| Insight Wealth Partners, LLC | 3,095 | $351.6K | 0.22% | +12+0.4% | Added |
| Howard Capital Management Inc. | 3,066 | $348.3K | 0.01% | +153+5.3% | Added |
| Horizon Family Wealth, Inc. | 3,060 | $347.6K | 0.23% | −3−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,053 | $346.8K | 0.03% | +469+18.2% | Added |
| Mason & Associates Inc | 3,023 | $343.4K | 0.08% | +3,023 | New |
| Paradigm Financial Partners, LLC | 3,004 | $341.3K | 0.04% | −480−13.8% | Reduced |
| Yeomans Consulting Group, Inc. | 2,952 | $335.4K | 0.13% | +2,952 | New |
| Guerra Pan Advisors, LLC | 2,930 | $332.9K | 0.24% | +2,930 | New |
| Mirova | 2,928 | $332.6K | 0.06% | +2,928 | New |
| BTG Pactual Asset Management US LLC | 2,919 | $331.6K | 0.04% | +451+18.3% | Added |
| Crossmark Global Holdings, Inc. | 2,914 | $331.0K | 0.01% | −36−1.2% | Reduced |
| MIG Capital, LLC | 2,907 | $330.3K | 0.03% | +2,907 | New |
| Optimize Financial Inc | 2,900 | $329.5K | 0.25% | +2,900 | New |
| Dorsey & Whitney Trust CO LLC | 2,872 | $326.3K | 0.02% | +537+23.0% | Added |
| Natixis Investment Managers International | 2,867 | $325.7K | 0.03% | −390−12.0% | Reduced |
| GAMMA Investing LLC | 2,857 | $324.6K | 0.03% | +953+50.1% | Added |
| Transcend Wealth Collective, LLC | 2,851 | $323.9K | 0.02% | +2,851 | New |
| Ingalls & Snyder LLC | 2,838 | $322.0K | 0.01% | −347−10.9% | Reduced |
| Washburn Capital Management, Inc. | 2,820 | $320.4K | 0.20% | +2,820 | New |
| Fukoku Mutual Life Insurance Co | 2,819 | $320.3K | 0.02% | −4,500−61.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 2,817 | $320.0K | 0.09% | +2,817 | New |
| Banco BTG Pactual S.A. | 2,696 | $318.9K | 0.07% | +2,696 | New |
| CoreCap Advisors, LLC | 2,803 | $318.4K | 0.01% | −474−14.5% | Reduced |
| Quest Partners LLC | 2,793 | $317.3K | 0.04% | +1,384+98.2% | Added |
| Wealth Management Partners, LLC | 2,780 | $315.8K | 0.14% | +2,780 | New |
| Grandview Asset Management LLC | 2,771 | $315.0K | 0.12% | +2,771 | New |
| Advisor OS, LLC | 2,766 | $314.2K | 0.04% | +414+17.6% | Added |