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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 155 | $11.2K | 0.00% | +135+675.0% | Added |
| Global X Japan Co., Ltd. | 159 | $11.5K | 0.00% | +159 | New |
| Pittenger & Anderson Inc | 163 | $11.8K | 0.00% | −150−47.9% | Reduced |
| Avion Wealth | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 173 | $12.5K | 0.00% | −45,529−99.6% | Reduced |
| CVA Family Office, LLC | 183 | $13.2K | 0.00% | +118+181.5% | Added |
| Godsey & Gibb Associates | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $14.4K | 0.01% | +100+100.0% | Added |
| Pacific Center for Financial Services | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 203 | $14.7K | 0.00% | −89−30.5% | Reduced |
| Winch Advisory Services, LLC | 206 | $14.9K | 0.00% | +206 | New |
| Mather Group, LLC. | 216 | $15.6K | 0.00% | −135−38.5% | Reduced |
| Beacon Capital Management, LLC | 223 | $16.1K | 0.00% | +26+13.2% | Added |
| Hager Investment Management Services, LLC | 231 | $16.7K | 0.01% | +223+2,787.5% | Added |
| Pinnacle Bancorp, Inc. | 238 | $17.2K | 0.01% | +238 | New |
| Bank of Jackson Hole Trust | 188 | $17.9K | 0.01% | +180+2,250.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 276 | $19.9K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 295 | $21.3K | 0.00% | +295 | New |
| Farmers & Merchants Investments Inc | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 320 | $23.1K | 0.00% | −440−57.9% | Reduced |
| Fourth Dimension Wealth, LLC | 330 | $23.8K | 0.01% | −200−37.7% | Reduced |
| Glen Eagle Advisors, LLC | 330 | $23.8K | 0.00% | −596−64.4% | Reduced |
| Parkside Financial Bank & Trust | 333 | $24.0K | 0.00% | −273−45.0% | Reduced |
| Westside Investment Management, Inc. | 335 | $24.2K | 0.01% | −1,000−74.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 335 | $24.2K | 0.00% | +335 | New |
| Central Trust Co | 358 | $25.8K | 0.00% | +10+2.9% | Added |
| GW&K Investment Management, LLC | 367 | $26.0K | 0.00% | +367 | New |
| South State Corp. | 371 | $26.8K | 0.00% | +371 | New |
| City Holding Co | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 422 | $30.5K | 0.00% | +412+4,120.0% | Added |
| LRI Investments, LLC | 424 | $30.6K | 0.00% | −296−41.1% | Reduced |
| RiverPark Advisors, LLC | 444 | $32.1K | 0.02% | −253−36.3% | Reduced |
| Sachetta, LLC | 448 | $32.3K | 0.01% | +317+242.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 452 | $32.6K | 0.01% | −385−46.0% | Reduced |
| Bell Investment Advisors, Inc | 465 | $33.6K | 0.01% | +12+2.6% | Added |
| True Wealth Design, LLC | 469 | $33.9K | 0.01% | +47+11.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $36.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 501 | $36.2K | 0.00% | −2,292−82.1% | Reduced |
| TruNorth Capital Management, LLC | 501 | $36.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 507 | $36.6K | 0.00% | +57+12.7% | Added |
| TD Private Client Wealth LLC | 510 | $36.8K | 0.00% | +139+37.5% | Added |
| Crewe Advisors LLC | 527 | $38.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 552 | $39.8K | 0.00% | +6+1.1% | Added |
| AllSquare Wealth Management LLC | 554 | $40.0K | 0.02% | +554 | New |
| Cape Investment Advisory, Inc. | 589 | $42.5K | 0.02% | +477+425.9% | Added |
| Mizuho Securities Co. Ltd. | 600 | $43.3K | 0.51% | +600 | New |
| Wolff Wiese Magana LLC | 613 | $44.3K | 0.03% | −12,218−95.2% | Reduced |
| Wayfinding Financial, LLC | 624 | $45.0K | 0.02% | +624 | New |
| Optimum Investment Advisors | 640 | $46.2K | 0.02% | −1,310−67.2% | Reduced |
| FNY Investment Advisers, LLC | 656 | $47.0K | 0.03% | +356+118.7% | Added |
| Boston Private Wealth LLC | 658 | $47.5K | 0.00% | +658 | New |
| Ameriflex Group, Inc. | 670 | $48.4K | 0.02% | +350+109.4% | Added |
| North Capital, Inc. | 705 | $50.9K | 0.05% | +705 | New |
| Newbridge Financial Services Group, Inc. | 725 | $52.3K | 0.01% | −499−40.8% | Reduced |
| Allworth Financial LP | 649 | $54.4K | 0.00% | +118+22.2% | Added |
| Manchester Capital Management LLC | 758 | $54.7K | 0.01% | +550+264.4% | Added |
| Versant Capital Management, Inc | 759 | $54.8K | 0.01% | +11+1.5% | Added |
| Massmutual Trust Co FSB | 768 | $55.5K | 0.00% | +180+30.6% | Added |
| Richards, Merrill & Peterson, Inc. | 805 | $58.1K | 0.03% | +725+906.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 750 | $58.5K | 0.00% | +100+15.4% | Added |
| Cloud Capital Management, LLC | 820 | $59.0K | 0.04% | +820 | New |
| Armstrong Advisory Group, Inc | 519 | $59.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 851 | $61.4K | 0.01% | −100−10.5% | Reduced |
| Whipplewood Advisors, LLC | 22,373 | $61.7K | 0.04% | +21,430+2,272.5% | Added |
| WPG Advisers, LLC | 862 | $62.2K | 0.06% | −62−6.7% | Reduced |
| TFC Financial Management | 877 | $63.3K | 0.01% | −187−17.6% | Reduced |
| Quadrant Capital Group LLC | 883 | $63.8K | 0.00% | −29−3.2% | Reduced |
| AdvisorNet Financial, Inc | 921 | $66.5K | 0.00% | +773+522.3% | Added |
| Lindbrook Capital, LLC | 968 | $69.9K | 0.01% | −3,175−76.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,001 | $72.3K | 0.06% | +1,001 | New |
| Salomon & Ludwin, LLC | 1,010 | $72.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,022 | $74.0K | 0.00% | +1,022 | New |
| Hollencrest Capital Management | 1,050 | $75.8K | 0.00% | +667+174.2% | Added |
| Bay Harbor Wealth Management, LLC | 1,093 | $78.9K | 0.02% | +1,093 | New |
| BOCHK Asset Management Ltd | 1,100 | $79.4K | 0.04% | −78,350−98.6% | Reduced |
| Stephenson National Bank & Trust | 1,116 | $80.6K | 0.03% | −144−11.4% | Reduced |
| Walleye Capital LLC | 1,121 | $80.9K | 0.00% | −28,397−96.2% | Reduced |
| Cary Street Partners Financial LLC | 1,160 | $83.8K | 0.00% | +1,160 | New |
| Bogart Wealth, LLC | 1,198 | $86.5K | 0.00% | −926−43.6% | Reduced |
| Bryn Mawr Trust Co | 1,204 | $86.9K | 0.00% | −5,677−82.5% | Reduced |
| ORG Partners LLC | 1,169 | $88.0K | 0.02% | +213+22.3% | Added |
| Covestor Ltd | 1,223 | $88.0K | 0.06% | −162−11.7% | Reduced |
| Skopos Labs, Inc. | 1,307 | $94.4K | 0.02% | +816+166.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1,300 | $96.5K | 0.06% | −15,100−92.1% | Reduced |
| CoreCap Advisors, LLC | 1,372 | $99.1K | 0.00% | −1,431−51.1% | Reduced |
| Tidemark, LLC | 1,386 | $100.1K | 0.04% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 1,400 | $101.1K | 0.01% | +1,400 | New |
| First Community Trust NA | 1,446 | $104.4K | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,447 | $104.5K | 0.01% | −12,601−89.7% | Reduced |
| Generali Asset Management SPA SGR | 1,464 | $105.7K | 0.00% | +583+66.2% | Added |
| Centiva Capital, LP | 1,473 | $106.4K | 0.01% | −9,339−86.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,483 | $107.1K | 0.00% | +6+0.4% | Added |
| BNP Paribas | 1,485 | $107.2K | 0.00% | +1,085+271.3% | Added |
| Hexagon Capital Partners LLC | 1,506 | $108.7K | 0.02% | −666−30.7% | Reduced |
| Fifth Third Bancorp | 1,549 | $111.8K | 0.00% | +423+37.6% | Added |
| Park Square Financial Group, LLC | 1,571 | $113.4K | 0.09% | +951+153.4% | Added |
| Gen-Wealth Partners Inc | 1,628 | $117.5K | 0.05% | −800−32.9% | Reduced |
| Continuum Advisory, LLC | 1,632 | $117.8K | 0.02% | +118+7.8% | Added |
| Creative Financial Designs Inc | 1,641 | $118.5K | 0.01% | −1,669−50.4% | Reduced |
| HM Payson & Co | 1,650 | $119.1K | 0.00% | +1,450+725.0% | Added |