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 |
|---|---|---|---|---|---|
| Forefront Wealth Partners, LLC | 3,758 | $271.3K | 0.18% | +3,758 | New |
| Two Sigma Securities, LLC | 3,769 | $272.1K | 0.04% | +1,129+42.8% | Added |
| Gsa Capital Partners LLP | 3,819 | $276.0K | 0.02% | +3,819 | New |
| Diversify Advisory Services, LLC | 3,244 | $279.6K | 0.02% | −1,133−25.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,873 | $279.6K | 0.00% | +506+15.0% | Added |
| Cornerstone Select Advisors, LLC | 3,897 | $281.4K | 0.27% | +3,897 | New |
| Cynosure Management, LLC | 3,937 | $284.3K | 0.04% | +1,421+56.5% | Added |
| Herold Advisors, Inc. | 3,943 | $284.7K | 0.06% | +3,943 | New |
| iA Global Asset Management Inc. | 3,974 | $287.0K | 0.00% | −13,006−76.6% | Reduced |
| Rollins Financial Advisors, LLC | 3,993 | $288.3K | 0.05% | +344+9.4% | Added |
| FineMark National Bank & Trust | 4,030 | $291.0K | 0.01% | +1,390+52.7% | Added |
| Alps Advisors Inc | 4,035 | $291.3K | 0.00% | −60−1.5% | Reduced |
| Precision Wealth Strategies, LLC | 4,039 | $291.6K | 0.22% | −1,036−20.4% | Reduced |
| CAPROCK Group, Inc. | 4,083 | $294.8K | 0.01% | −623−13.2% | Reduced |
| First Horizon Advisors, Inc. | 4,091 | $295.4K | 0.01% | −599−12.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,102 | $296.2K | 0.11% | +2,048+99.7% | Added |
| Natixis | 4,199 | $298.5K | 0.00% | +4,199 | New |
| Siemens Fonds Invest GmbH | 4,147 | $299.4K | 0.02% | +4,147 | New |
| Kestra Private Wealth Services, LLC | 4,158 | $300.2K | 0.01% | −3,156−43.2% | Reduced |
| Interchange Capital Partners, LLC | 4,169 | $301.0K | 0.08% | +1,100+35.8% | Added |
| Severin Investments, LLC | 4,173 | $301.3K | 0.30% | −909−17.9% | Reduced |
| IFG Advisory, LLC | 4,189 | $302.4K | 0.02% | +433+11.5% | Added |
| Guinness Asset Management LTD | 4,211 | $304.4K | 0.01% | +4,211 | New |
| Sharp Financial Services, LLC | 4,330 | $312.6K | 0.24% | +675+18.5% | Added |
| Sender Co & Partners, Inc. | 4,344 | $313.6K | 0.23% | +4,344 | New |
| Transcend Wealth Collective, LLC | 4,351 | $314.1K | 0.02% | +1,500+52.6% | Added |
| Meeder Advisory Services, Inc. | 4,353 | $314.3K | 0.02% | −147−3.3% | Reduced |
| Alta Wealth Advisors LLC | 4,353 | $314.3K | 0.14% | +41+1.0% | Added |
| Dynasty Wealth Management, LLC | 4,356 | $314.5K | 0.01% | −804−15.6% | Reduced |
| Mizuho Markets Americas LLC | 4,356 | $314.5K | 0.01% | −105−2.4% | Reduced |
| GeoWealth Management, LLC | 4,367 | $315.3K | 0.01% | +2,012+85.4% | Added |
| Argent Trust Co | 4,420 | $319.1K | 0.01% | +4,420 | New |
| Raleigh Capital Management Inc. | 4,425 | $319.5K | 0.14% | +3,765+570.5% | Added |
| Sax Wealth Advisors, LLC | 4,437 | $320.3K | 0.02% | −2,193−33.1% | Reduced |
| Leo Wealth, LLC | 4,490 | $324.2K | 0.05% | +4,490 | New |
| Costello Asset Management, INC | 4,497 | $324.7K | 0.13% | +4,497 | New |
| Private Trust Co NA | 4,521 | $326.4K | 0.03% | +828+22.4% | Added |
| Gladstone Institutional Advisory LLC | 4,545 | $328.2K | 0.02% | −290−6.0% | Reduced |
| SCS Capital Management LLC | 4,546 | $328.2K | 0.00% | +4,546 | New |
| Harbor Investment Advisory, LLC | 4,584 | $331.0K | 0.03% | +187+4.3% | Added |
| MONECO Advisors, LLC | 4,599 | $332.1K | 0.03% | +200+4.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $332.1K | 0.06% | 00.0% | Unchanged |
| Wexford Capital LP | 4,608 | $332.7K | 0.09% | +4,608 | New |
| Los Angeles Capital Management LLC | 4,614 | $333.1K | 0.00% | −45,056−90.7% | Reduced |
| Matauro, LLC | 4,640 | $335.0K | 0.07% | +4,640 | New |
| Buckingham Strategic Partners | 4,652 | $335.9K | 0.01% | +1,426+44.2% | Added |
| Tower Research Capital LLC (TRC) | 4,669 | $337.1K | 0.01% | +269+6.1% | Added |
| Harmony Asset Management LLC | 4,690 | $338.6K | 0.14% | +1,545+49.1% | Added |
| Kingsman Wealth Management, Inc. | 4,694 | $338.9K | 0.25% | +4,694 | New |
| Berbice Capital Management LLC | 4,700 | $339.3K | 0.29% | +1,300+38.2% | Added |
| Rithm Capital Corp. | 4,700 | $339.3K | 0.76% | +4,700 | New |
| Huntleigh Advisors, Inc. | 4,728 | $341.4K | 0.06% | −34−0.7% | Reduced |
| B&L Asset Management LLC | 4,741 | $342.3K | 0.22% | +370+8.5% | Added |
| AlTi Global, Inc. | 4,750 | $342.9K | 0.01% | +50+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,752 | $343.1K | 0.00% | −38,153−88.9% | Reduced |
| Westbourne Investments, Inc. | 4,760 | $343.7K | 0.21% | +4,760 | New |
| Novare Capital Management LLC | 4,790 | $345.8K | 0.03% | +1,235+34.7% | Added |
| NTV Asset Management LLC | 4,800 | $346.6K | 0.05% | +4,800 | New |
| Inceptionr LLC | 4,816 | $347.7K | 0.10% | +4,816 | New |
| Veracity Capital LLC | 4,916 | $354.9K | 0.14% | −782−13.7% | Reduced |
| McDonald Partners LLC | 4,925 | $355.6K | 0.09% | +4,925 | New |
| Segment Wealth Management, LLC | 4,955 | $357.8K | 0.02% | +110+2.3% | Added |
| Allianz SE | 4,987 | $360.1K | 0.01% | −383−7.1% | Reduced |
| Shelton Capital Management | 5,000 | $361.0K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $361.0K | 0.06% | +3,000+150.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,005 | $361.4K | 0.09% | +1,351+37.0% | Added |
| Yousif Capital Management, LLC | 5,014 | $362.0K | 0.00% | +126+2.6% | Added |
| LJI Wealth Management, LLC | 5,026 | $362.9K | 0.07% | +5,026 | New |
| Parus Finance (UK) Ltd | 5,059 | $365.3K | 0.12% | +5,059 | New |
| Western Wealth Management, LLC | 5,162 | $372.7K | 0.02% | +5,162 | New |
| SkyOak Wealth, LLC | 5,165 | $372.9K | 0.08% | +1,000+24.0% | Added |
| Focus Financial Network, Inc. | 5,202 | $375.6K | 0.02% | +1,910+58.0% | Added |
| Diversified Trust Co | 5,203 | $375.7K | 0.01% | −27,485−84.1% | Reduced |
| C M Bidwell & Associates Ltd | 5,203 | $375.7K | 0.23% | −52−1.0% | Reduced |
| Delta Investment Management, LLC | 5,211 | $376.2K | 0.08% | +579+12.5% | Added |
| Accent Capital Management, LLC | 5,247 | $378.8K | 0.22% | +5,247 | New |
| Florida Financial Advisors, LLC | 5,256 | $379.5K | 0.15% | +5,256 | New |
| Foresight Group Ltd Liability Partnership | 5,123 | $380.1K | 0.05% | +5,123 | New |
| Plancorp, LLC | 5,305 | $383.0K | 0.02% | +1,120+26.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,321 | $384.2K | 0.02% | −1,400−20.8% | Reduced |
| Hudock, Inc. | 5,378 | $388.3K | 0.07% | +1,922+55.6% | Added |
| Concurrent Investment Advisors, LLC | 5,429 | $392.0K | 0.01% | +5,429 | New |
| Westwood Holdings Group Inc. | 5,430 | $392.0K | 0.00% | +5,430 | New |
| Arete Wealth Advisors, LLC | 5,464 | $395.0K | 0.03% | +72+1.3% | Added |
| Venturi Wealth Management, LLC | 5,495 | $396.7K | 0.02% | +251+4.8% | Added |
| Green Square Capital Advisors LLC | 5,500 | $397.1K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,532 | $399.0K | 0.01% | +532+10.6% | Added |
| Eastern Bank | 5,530 | $399.3K | 0.01% | +3,500+172.4% | Added |
| Chicago Partners Investment Group LLC | 4,182 | $399.5K | 0.01% | −255−5.7% | Reduced |
| Golden State Wealth Management, LLC | 5,533 | $399.5K | 0.06% | +1,590+40.3% | Added |
| IAM Advisory, LLC | 5,564 | $401.7K | 0.10% | −448−7.5% | Reduced |
| Parcion Private Wealth LLC | 5,627 | $406.3K | 0.03% | +1,384+32.6% | Added |
| Paradigm Financial Partners, LLC | 5,630 | $406.5K | 0.05% | +2,626+87.4% | Added |
| Strategies Wealth Advisors, LLC | 5,630 | $406.5K | 0.05% | +5,630 | New |
| Quarry LP | 5,662 | $408.8K | 0.11% | +5,387+1,958.9% | Added |
| GLOBALT Investments LLC | 5,705 | $411.9K | 0.02% | −615−9.7% | Reduced |
| IFP Advisors, Inc | 5,707 | $412.1K | 0.01% | −1,454−20.3% | Reduced |
| Optas, LLC | 5,708 | $412.1K | 0.07% | +2,971+108.5% | Added |
| FSA Advisors, Inc. | 5,711 | $412.4K | 0.33% | +3,637+175.4% | Added |
| Claro Advisors LLC | 5,715 | $412.7K | 0.06% | +530+10.2% | Added |