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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,766−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −2,582−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −2,573−100.0% | Sold out |
| Concentrum Wealth Management | 0 | $0 | 0.00% | −2,566−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Barton Investment Management | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |
| Magnus Financial Group LLC | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −2,128−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| Aspetuck Financial Management LLC | 0 | $0 | 0.00% | −2,078−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| bLong Financial, LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,910−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| Cura Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| StrongBox Wealth, LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Capital Advisors Wealth Management, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −45,644−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Miller Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bank of New Hampshire | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| MB, Levis & Associates, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Maia Wealth LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |