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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1,736 | $125.3K | 0.01% | +327+23.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,736 | $125.3K | 0.07% | +1,736 | New |
| Carolinas Wealth Consulting LLC | 1,750 | $126.3K | 0.03% | −251−12.5% | Reduced |
| Smartleaf Asset Management LLC | 1,746 | $129.6K | 0.01% | +506+40.8% | Added |
| Horizon Investments, LLC | 1,800 | $130.0K | 0.00% | +13+0.7% | Added |
| Atticus Wealth Management, LLC | 1,849 | $133.5K | 0.04% | +407+28.2% | Added |
| Liberty One Investment Management, LLC | 1,883 | $135.9K | 0.01% | +192+11.4% | Added |
| EverSource Wealth Advisors, LLC | 1,908 | $137.7K | 0.01% | +489+34.5% | Added |
| Paradigm Asset Management Co LLC | 2,000 | $144.4K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,098 | $151.0K | 0.07% | +577+37.9% | Added |
| Clearstead Advisors, LLC | 2,104 | $151.9K | 0.00% | +897+74.3% | Added |
| Bayforest Capital Ltd | 2,237 | $161.5K | 0.07% | +1,352+152.8% | Added |
| Harbour Investments, Inc. | 2,238 | $161.6K | 0.00% | +1,267+130.5% | Added |
| Ancora Advisors, LLC | 2,334 | $168.5K | 0.00% | +2,001+600.9% | Added |
| Larson Financial Group LLC | 2,347 | $169.5K | 0.01% | +1,252+114.3% | Added |
| Centaurus Financial, Inc. | 2,397 | $173.0K | 0.01% | +620+34.9% | Added |
| Board of the Pension Protection Fund | 2,400 | $173.3K | 0.20% | −1,200−33.3% | Reduced |
| GAMMA Investing LLC | 2,542 | $183.5K | 0.01% | −315−11.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,570 | $185.5K | 0.00% | +245+10.5% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,580 | $186.3K | 0.09% | +2,580 | New |
| SRS Capital Advisors, Inc. | 2,600 | $187.7K | 0.01% | +2,032+357.7% | Added |
| Spire Wealth Management | 2,654 | $191.6K | 0.01% | −5,348−66.8% | Reduced |
| Icon Wealth Advisors, LLC | 2,763 | $199.5K | 0.02% | −573−17.2% | Reduced |
| Reliant Investment Partners, LLC | 2,775 | $200.4K | 0.20% | −3,153−53.2% | Reduced |
| Bluesphere Advisors, LLC | 2,809 | $202.8K | 0.12% | −1,482−34.5% | Reduced |
| Washburn Capital Management, Inc. | 2,820 | $203.6K | 0.13% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,825 | $204.0K | 0.00% | +325+13.0% | Added |
| Stratos Wealth Advisors, LLC | 2,845 | $205.4K | 0.01% | +2,845 | New |
| Forum Financial Management, LP | 2,852 | $205.9K | 0.00% | +147+5.4% | Added |
| Wedmont Private Capital | 2,965 | $206.4K | 0.01% | +697+30.7% | Added |
| Montag A & Associates Inc | 2,863 | $206.7K | 0.01% | −21,776−88.4% | Reduced |
| Sherbrooke Park Advisers LLC | 2,867 | $207.0K | 0.10% | +2,867 | New |
| Stock Yards Bank & Trust Co | 2,871 | $207.3K | 0.01% | +2,871 | New |
| Optimist Retirement Group LLC | 2,893 | $208.9K | 0.10% | +600+26.2% | Added |
| Assenagon Asset Management S.A. | 2,897 | $209.2K | 0.00% | −140,752−98.0% | Reduced |
| Guerra Pan Advisors, LLC | 2,930 | $211.5K | 0.17% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,931 | $211.6K | 0.07% | −265−8.3% | Reduced |
| Ingalls & Snyder LLC | 2,947 | $213.0K | 0.01% | +109+3.8% | Added |
| AIA Group Ltd | 2,954 | $213.3K | 0.01% | +827+38.9% | Added |
| Eqis Capital Management, Inc. | 2,996 | $216.3K | 0.02% | −1,876−38.5% | Reduced |
| WS Portfolio Advisory, LLC | 3,000 | $216.6K | 1.28% | +500+20.0% | Added |
| Ariadne Wealth Management, LP | 2,308 | $217.1K | 0.11% | +214+10.2% | Added |
| Owen LaRue, LLC | 3,010 | $217.3K | 0.11% | −13,169−81.4% | Reduced |
| Change Path, LLC | 3,015 | $217.7K | 0.01% | +399+15.3% | Added |
| First Dallas Securities Inc. | 3,015 | $218.0K | 0.09% | +3,015 | New |
| State of Wyoming | 3,021 | $218.1K | 0.03% | +703+30.3% | Added |
| Mindset Wealth Management, LLC | 3,044 | $219.8K | 0.09% | +1,135+59.5% | Added |
| Affinity Investment Advisors, LLC | 3,076 | $222.1K | 0.18% | +496+19.2% | Added |
| Elm3 Financial Group, LLC | 3,082 | $222.5K | 0.20% | +459+17.5% | Added |
| SFE Investment Counsel | 3,085 | $222.7K | 0.04% | +1,215+65.0% | Added |
| WealthBridge Capital Management, LLC | 3,103 | $224.1K | 0.06% | −68−2.1% | Reduced |
| Insight Wealth Partners, LLC | 3,121 | $225.3K | 0.14% | +26+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 3,172 | $229.0K | 0.03% | −3,148−49.8% | Reduced |
| Voya Financial Advisors, Inc. | 3,094 | $229.7K | 0.03% | +3,094 | New |
| SummitTX Capital, L.P. | 3,193 | $230.5K | 0.01% | +3,193 | New |
| Prospect Financial Services LLC | 3,195 | $230.7K | 0.13% | +675+26.8% | Added |
| Cahill Financial Advisors Inc | 3,242 | $234.1K | 0.03% | +90+2.9% | Added |
| Geneos Wealth Management Inc. | 3,243 | $234.1K | 0.01% | +1,096+51.0% | Added |
| Mason & Associates Inc | 3,256 | $235.0K | 0.06% | +233+7.7% | Added |
| Crossmark Global Holdings, Inc. | 3,275 | $236.5K | 0.00% | +361+12.4% | Added |
| Teza Capital Management LLC | 3,287 | $237.3K | 0.11% | +829+33.7% | Added |
| Almanack Investment Partners, LLC. | 3,287 | $237.4K | 0.05% | −933−22.1% | Reduced |
| Agf Management Ltd | 3,306 | $238.7K | 0.00% | −334,698−99.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,310 | $239.0K | 0.00% | +2,210+200.9% | Added |
| PDS Planning, Inc | 3,310 | $239.0K | 0.02% | +3,310 | New |
| Lido Advisors, LLC | 3,328 | $240.3K | 0.00% | +88+2.7% | Added |
| Leavell Investment Management, Inc. | 3,330 | $240.4K | 0.01% | +865+35.1% | Added |
| Horizon Family Wealth, Inc. | 3,351 | $242.0K | 0.16% | +291+9.5% | Added |
| Glass Jacobson Investment Advisors llc | 2,132 | $242.2K | 0.08% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,371 | $243.4K | 0.01% | +13+0.4% | Added |
| We Are One Seven, LLC | 3,372 | $243.5K | 0.01% | −12,513−78.8% | Reduced |
| Highline Wealth Partners LLC | 3,376 | $243.7K | 0.08% | +3,252+2,622.6% | Added |
| Hantz Financial Services, Inc. | 3,380 | $244.0K | 0.00% | −453−11.8% | Reduced |
| Verus Capital Partners, LLC | 3,384 | $244.3K | 0.02% | +1,189+54.2% | Added |
| Aaron Wealth Advisors | 3,400 | $245.5K | 0.03% | −288−7.8% | Reduced |
| Brookwood Investment Group LLC | 3,400 | $245.5K | 0.04% | +3,400 | New |
| Birch Hill Investment Advisors LLC | 3,415 | $246.6K | 0.01% | +3,415 | New |
| Dudley Capital Management, LLC | 3,420 | $246.9K | 0.13% | +3,420 | New |
| Parallel Advisors, LLC | 3,430 | $247.7K | 0.01% | −1,399−29.0% | Reduced |
| Gries Financial LLC | 3,431 | $247.7K | 0.05% | −7−0.2% | Reduced |
| Grandview Asset Management LLC | 3,440 | $248.0K | 0.09% | +669+24.1% | Added |
| LaSalle St. Investment Advisors, LLC | 3,435 | $248.0K | 0.06% | +854+33.1% | Added |
| FSM Wealth Advisors, LLC | 3,435 | $248.0K | 0.06% | +3,435 | New |
| Fullcircle Wealth LLC | 2,900 | $249.8K | 0.10% | +2,900 | New |
| Pensionmark Financial Group, LLC | 3,479 | $251.2K | 0.01% | +982+39.3% | Added |
| Hummer Financial Advisory Services Inc | 3,500 | $252.7K | 0.21% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 3,513 | $253.6K | 0.07% | +3,513 | New |
| Patriot Financial Group Insurance Agency, LLC | 3,527 | $254.7K | 0.03% | +3,527 | New |
| Fort Sheridan Advisors LLC | 3,531 | $254.9K | 0.04% | −309−8.0% | Reduced |
| Swisher Financial Concepts, Inc. | 3,554 | $256.6K | 0.21% | +3,554 | New |
| Sowell Financial Services LLC | 3,575 | $258.1K | 0.01% | +3,575 | New |
| WBI Investments | 3,578 | $258.4K | 0.07% | −3,535−49.7% | Reduced |
| Waddell & Associates, LLC | 3,596 | $259.6K | 0.03% | +7+0.2% | Added |
| EP Wealth Advisors, LLC | 3,606 | $260.4K | 0.00% | +334+10.2% | Added |
| Cigna Investments Inc | 3,628 | $262.0K | 0.05% | −47−1.3% | Reduced |
| Heritage Trust Co | 3,646 | $263.2K | 0.03% | +1,256+52.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,678 | $263.5K | 0.19% | +120+3.4% | Added |
| Moneta Group Investment Advisors LLC | 3,651 | $263.6K | 0.00% | −494−11.9% | Reduced |
| Phoenix Holdings Ltd. | 3,700 | $268.5K | 0.00% | −593−13.8% | Reduced |
| Nemes Rush Group LLC | 3,749 | $270.7K | 0.03% | +1,500+66.7% | Added |