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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 5,734 | $414.0K | 0.01% | +556+10.7% | Added |
| SeaCrest Wealth Management, LLC | 5,799 | $418.7K | 0.05% | −16,059−73.5% | Reduced |
| D.A. Davidson & Co. | 5,810 | $419.5K | 0.00% | +1,026+21.4% | Added |
| Global Assets Advisory, LLC | 6,000 | $422.0K | 0.08% | +4,303+253.6% | Added |
| Quadcap Wealth Management, LLC | 5,858 | $423.0K | 0.06% | −432−6.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,905 | $426.3K | 0.08% | +1,380+30.5% | Added |
| Presidio Capital Management, LLC | 5,930 | $428.1K | 0.18% | +1,305+28.2% | Added |
| Equitable Holdings, Inc. | 5,951 | $429.7K | 0.00% | +2,164+57.1% | Added |
| Guidance Capital, Inc | 4,566 | $433.8K | 0.13% | +1,452+46.6% | Added |
| Congress Park Capital LLC | 6,025 | $435.0K | 0.16% | +6,025 | New |
| S.A. Mason LLC | 6,048 | $436.7K | 0.23% | +5,498+999.6% | Added |
| Richmond Investment Services, LLC | 6,119 | $441.8K | 0.24% | −45−0.7% | Reduced |
| Farther Finance Advisors, LLC | 5,887 | $443.1K | 0.01% | +2,257+62.2% | Added |
| Grange Capital, LLC | 6,263 | $452.2K | 0.53% | +6,263 | New |
| FDx Advisors, Inc. | 6,319 | $456.0K | 0.15% | +2,712+75.2% | Added |
| Metis Global Partners, LLC | 6,347 | $458.3K | 0.01% | +1,416+28.7% | Added |
| Corebridge Financial, Inc. | 6,357 | $459.0K | 0.00% | −245−3.7% | Reduced |
| Huntington National Bank | 6,375 | $460.3K | 0.00% | +3,707+138.9% | Added |
| Plato Investment Management Ltd | 6,322 | $461.4K | 0.04% | −13,191−67.6% | Reduced |
| Belpointe Asset Management LLC | 6,396 | $461.8K | 0.02% | +6,396 | New |
| Westpac Banking Corp | 6,401 | $462.2K | 0.03% | −6,872−51.8% | Reduced |
| Outlook Wealth Advisors, LLC | 6,577 | $474.9K | 0.13% | +6,577 | New |
| Kane Investment Management, Inc. | 6,584 | $475.3K | 0.23% | −527−7.4% | Reduced |
| Hillsdale Investment Management Inc. | 6,650 | $480.1K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,655 | $480.5K | 0.00% | +2,157+48.0% | Added |
| Signaturefd, LLC | 6,681 | $482.3K | 0.01% | −387−5.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,704 | $484.0K | 0.01% | +1,602+31.4% | Added |
| Kingsview Wealth Management, LLC | 6,705 | $484.1K | 0.01% | +832+14.2% | Added |
| Prakash Investment Advisors LLC | 6,720 | $485.2K | 0.54% | +3,100+85.6% | Added |
| Petrus Trust Company, LTA | 6,725 | $485.5K | 0.05% | +6,725 | New |
| Gallo Partners, LP | 6,735 | $486.3K | 0.32% | −9,338−58.1% | Reduced |
| Quantum Private Wealth, LLC | 6,738 | $486.5K | 0.18% | +800+13.5% | Added |
| Woodard & Co Asset Management Group Inc | 6,762 | $488.2K | 0.10% | +494+7.9% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 6,780 | $489.5K | 0.32% | +6,780 | New |
| Fiduciary Family Office, LLC | 6,794 | $490.5K | 0.16% | +6,794 | New |
| UniSuper Management Pty Ltd | 6,800 | $491.0K | 0.00% | 00.0% | Unchanged |
| Dover Advisors, LLC | 6,805 | $491.3K | 0.21% | +6,805 | New |
| Strategic Investment Advisors | 6,833 | $493.3K | 0.05% | +6,833 | New |
| WealthPlan Investment Management, LLC | 6,833 | $493.4K | 0.05% | +86+1.3% | Added |
| Roberts Capital Advisors, LLC | 6,852 | $494.7K | 0.43% | +6,852 | New |
| Peterson Wealth Services | 6,891 | $497.5K | 0.15% | +103+1.5% | Added |
| Key Client Fiduciary Advisors, LLC | 6,929 | $500.3K | 0.23% | +3,410+96.9% | Added |
| Coldstream Capital Management Inc | 6,931 | $500.4K | 0.01% | +488+7.6% | Added |
| Cullinan Associates Inc | 7,022 | $507.0K | 0.04% | +7,022 | New |
| Guardian Capital LP | 7,064 | $510.0K | 0.02% | +7,064 | New |
| Covenant Asset Management, LLC | 7,086 | $511.6K | 0.13% | +7,086 | New |
| Dynamic Advisor Solutions LLC | 7,172 | $517.8K | 0.02% | +7,172 | New |
| J. Goldman & Co LP | 7,178 | $518.3K | 0.02% | +7,178 | New |
| Campbell & CO Investment Adviser LLC | 7,252 | $523.6K | 0.04% | +5,278+267.4% | Added |
| Opinicus Capital, Inc. | 7,282 | $525.7K | 0.46% | +7,282 | New |
| Wright Investors Service Inc | 7,283 | $525.8K | 0.17% | +598+8.9% | Added |
| Clear Harbor Asset Management, LLC | 7,300 | $527.1K | 0.04% | +7,300 | New |
| Oxford Asset Management LLP | 7,311 | $527.9K | 0.24% | +7,311 | New |
| Rakuten Securities, Inc. | 7,442 | $537.3K | 0.27% | +2,685+56.4% | Added |
| Prestige Wealth Management Group LLC | 7,485 | $540.4K | 0.12% | +3,790+102.6% | Added |
| Hohimer Wealth Management, LLC | 7,493 | $541.0K | 0.11% | +7,493 | New |
| JBR Co Financial Management Inc | 7,508 | $542.1K | 0.32% | +2,700+56.2% | Added |
| Sanders Morris Harris LLC | 7,250 | $544.9K | 0.08% | +250+3.6% | Added |
| N.E.W. Advisory Services LLC | 7,602 | $548.9K | 0.04% | +7,602 | New |
| Independent Financial Group, LLC | 7,622 | $550.3K | 0.02% | +763+11.1% | Added |
| Virtu Financial LLC | 7,679 | $554.0K | 0.03% | −37,580−83.0% | Reduced |
| Concorde Asset Management, LLC | 7,641 | $556.4K | 0.30% | +7,641 | New |
| Ring Mountain Capital, LLC | 7,750 | $559.5K | 0.42% | +2,146+38.3% | Added |
| Sequoia Financial Advisors, LLC | 7,751 | $559.6K | 0.00% | −11−0.1% | Reduced |
| Benjamin Edwards Inc | 7,758 | $560.2K | 0.01% | +5,200+203.3% | Added |
| Procyon Private Wealth Partners, LLC | 7,779 | $561.6K | 0.03% | −1,616−17.2% | Reduced |
| StoneCrest Wealth Management, Inc. | 7,785 | $562.1K | 0.36% | +7,785 | New |
| PFG Investments, LLC | 7,836 | $565.7K | 0.04% | +2,404+44.3% | Added |
| Principal Street Partners, LLC | 7,841 | $566.1K | 0.11% | +61+0.8% | Added |
| Prelude Capital Management, LLC | 7,942 | $573.4K | 0.06% | +4,333+120.1% | Added |
| Stonegate Investment Group, LLC | 7,960 | $574.7K | 0.02% | −111−1.4% | Reduced |
| Emerald Advisers, LLC | 7,974 | $575.7K | 0.03% | +2,587+48.0% | Added |
| Westport Asset Management Inc | 8,000 | $577.6K | 0.28% | +8,000 | New |
| Principal Securities, Inc. | 5,148 | $584.9K | 0.01% | +20+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 8,110 | $586.0K | 0.05% | +210+2.7% | Added |
| Wealth Effects LLC | 8,150 | $588.5K | 0.25% | +1,100+15.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,189 | $591.2K | 0.48% | +8,189 | New |
| Qtron Investments LLC | 8,222 | $593.6K | 0.09% | +3,714+82.4% | Added |
| Portolan Capital Management, LLC | 8,234 | $594.5K | 0.05% | −72,397−89.8% | Reduced |
| Sigma Planning Corp | 8,254 | $595.9K | 0.02% | −17,226−67.6% | Reduced |
| Gemmer Asset Management LLC | 8,266 | $596.8K | 0.06% | +8,266 | New |
| Perbak Capital Partners LLP | 8,460 | $610.8K | 0.45% | +8,460 | New |
| Mirabella Financial Services LLP | 8,467 | $611.3K | 0.02% | +1,361+19.2% | Added |
| GWN Securities Inc. | 5,864 | $613.1K | 0.03% | +5,864 | New |
| National Asset Management, Inc. | 8,494 | $613.3K | 0.02% | −61−0.7% | Reduced |
| Ascent Group, LLC | 8,529 | $615.8K | 0.03% | +8,529 | New |
| RSM US Wealth Management LLC | 8,568 | $618.6K | 0.01% | −824−8.8% | Reduced |
| Pallas Capital Advisors LLC | 8,669 | $625.9K | 0.03% | +3,292+61.2% | Added |
| Citizens Financial Group Inc | 8,701 | $628.2K | 0.01% | +8,701 | New |
| Congress Asset Management Co | 8,722 | $629.7K | 0.00% | −278−3.1% | Reduced |
| Richard W. Paul & Associates, LLC | 8,725 | $630.0K | 0.25% | +3,808+77.4% | Added |
| Chesley Taft & Associates LLC | 8,777 | $633.7K | 0.03% | −1,668−16.0% | Reduced |
| Keybank National Association | 8,802 | $635.5K | 0.00% | +5,205+144.7% | Added |
| Custom Index Systems, LLC | 8,817 | $636.6K | 0.32% | +8,817 | New |
| Quartz Partners, LLC | 8,831 | $637.6K | 0.39% | −4,184−32.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,862 | $639.8K | 0.01% | −67,499−88.4% | Reduced |
| Arlington Capital Management, Inc. | 8,867 | $640.2K | 0.49% | +18+0.2% | Added |
| Mosaic Advisors LLC | 8,880 | $641.1K | 0.97% | +8,880 | New |
| Hilltop Holdings Inc. | 8,888 | $641.7K | 0.04% | +1,916+27.5% | Added |
| Intellectus Partners, LLC | 8,920 | $644.0K | 0.16% | +420+4.9% | Added |