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, Q1 2025
Institutional positions in Vertiv Holdings Co as of Mar 31, 2025. 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
- 1,148
- −34 vs. Q4 2024
- Shares held
- 300.3M
- −9.65M (−3.1%) vs. Q4 2024
- Total value
- $21.7B
- −$13.6B (−38.6%) vs. Q4 2024
- New holders
- 216
- 539 more added
- Sold out
- 250
- 326 more reduced
20 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Vertiv Holdings Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −25,210−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −25,129−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −23,916−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −23,290−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −21,882−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −21,601−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −19,867−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −19,703−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −19,626−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −17,934−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −16,980−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −16,559−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −16,324−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Harold Davidson & Associates Inc. | 0 | $0 | 0.00% | −15,678−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,659−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −14,936−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −14,630−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −13,678−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −13,401−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −13,339−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,281−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −11,438−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −10,465−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,442−100.0% | Sold out |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −9,428−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −9,160−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,604−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −7,823−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −7,769−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,618−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| Fox Hill Wealth Management | 0 | $0 | 0.00% | −7,358−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,301−100.0% | Sold out |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0 | $0 | 0.00% | −6,123−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −5,652−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −5,480−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −5,260−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| Arlington Financial Advisors, LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −5,021−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −4,449−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −4,182−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,038−100.0% | Sold out |
| Southport Management, L.L.C. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,724−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −3,404−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,332−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −3,053−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −2,817−100.0% | Sold out |