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 |
|---|---|---|---|---|---|
| NovaPoint Capital, LLC | 8,937 | $645.3K | 0.20% | +8,937 | New |
| NVWM, LLC | 8,974 | $647.9K | 0.17% | −147−1.6% | Reduced |
| Cito Capital Group, LLC | 9,000 | $650.0K | 0.25% | +8,000+800.0% | Added |
| Level Four Advisory Services, LLC | 9,087 | $656.1K | 0.03% | +6,568+260.7% | Added |
| Morris Retirement Advisors, LLC | 9,140 | $659.9K | 0.35% | +9,140 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,144 | $660.2K | 0.53% | +9,144 | New |
| Copeland Capital Management, LLC | 9,293 | $671.0K | 0.01% | +7,858+547.6% | Added |
| International Assets Investment Management, LLC | 9,313 | $672.4K | 0.06% | +5,702+157.9% | Added |
| Shelton Wealth Management, LLC | 9,328 | $673.5K | 0.39% | −1,070−10.3% | Reduced |
| Lederer & Associates Investment Counsel | 9,384 | $678.0K | 0.50% | +9,384 | New |
| Wahed Invest LLC | 9,400 | $678.7K | 0.12% | +602+6.8% | Added |
| Altfest L J & Co Inc | 9,583 | $691.9K | 0.09% | +679+7.6% | Added |
| Cresset Asset Management, LLC | 9,649 | $696.7K | 0.00% | −2,313−19.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,681 | $699.0K | 0.03% | +9,681 | New |
| EdgeRock Capital LLC | 9,780 | $706.1K | 0.50% | +1,548+18.8% | Added |
| Integrated Wealth Concepts LLC | 9,796 | $707.3K | 0.01% | −1,143−10.4% | Reduced |
| Catalyst Capital Advisors LLC | 9,850 | $711.2K | 0.01% | −518−5.0% | Reduced |
| Itau Unibanco Holding S.A. | 9,869 | $713.0K | 0.03% | +9,460+2,313.0% | Added |
| Integrated Advisors Network LLC | 9,919 | $716.2K | 0.04% | −1,352−12.0% | Reduced |
| Ostrum Asset Management | 9,948 | $718.2K | 0.04% | +37+0.4% | Added |
| Alight Capital Management LP | 10,000 | $722.0K | 0.38% | −15,000−60.0% | Reduced |
| Mirova | 10,000 | $722.0K | 0.13% | +7,072+241.5% | Added |
| Carnegie Capital Asset Management, LLC | 11,378 | $726.1K | 0.02% | +3,240+39.8% | Added |
| AE Wealth Management LLC | 10,079 | $727.7K | 0.01% | +8,214+440.4% | Added |
| Investment Management Corp of Ontario | 10,100 | $729.2K | 0.01% | −13,842−57.8% | Reduced |
| Rakuten Investment Management, Inc. | 9,839 | $730.5K | 0.00% | +9,839 | New |
| Mutual Advisors, LLC | 8,464 | $735.9K | 0.02% | +1,381+19.5% | Added |
| New England Research & Management, Inc. | 10,243 | $740.0K | 0.38% | +10,243 | New |
| Abn Amro Investment Solutions | 10,300 | $743.7K | 0.02% | −33,461−76.5% | Reduced |
| Colonial River Wealth Management, LLC | 10,347 | $747.1K | 0.41% | +2,346+29.3% | Added |
| Axxcess Wealth Management, LLC | 10,347 | $747.1K | 0.02% | +2,383+29.9% | Added |
| Pitcairn Co | 10,363 | $748.2K | 0.05% | +174+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,410 | $751.6K | 0.05% | +10,410 | New |
| Blueshift Asset Management, LLC | 10,526 | $760.0K | 0.30% | +10,526 | New |
| Prosperity Wealth Management, Inc. | 10,583 | $764.1K | 0.36% | +3,665+53.0% | Added |
| Beacon Pointe Advisors, LLC | 10,615 | $766.4K | 0.01% | −1,786−14.4% | Reduced |
| Atria Investments LLC | 10,654 | $769.2K | 0.01% | −5,671−34.7% | Reduced |
| Carl P. Sherr & Co., LLC | 10,839 | $782.6K | 0.43% | −40.0% | Reduced |
| Shell Asset Management Co | 10,853 | $784.0K | 0.04% | −373−3.3% | Reduced |
| Floyd Financial Group LLC | 10,912 | $787.8K | 0.71% | +2,339+27.3% | Added |
| Guggenheim Capital LLC | 10,946 | $790.3K | 0.01% | −144−1.3% | Reduced |
| Gabelli Funds LLC | 11,000 | $794.2K | 0.01% | +11,000 | New |
| Total Clarity Wealth Management, Inc. | 7,042 | $800.0K | 0.26% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 11,083 | $800.2K | 0.27% | +1,450+15.1% | Added |
| J.W. Cole Advisors, Inc. | 11,332 | $818.1K | 0.03% | +5,236+85.9% | Added |
| Prospera Financial Services Inc | 11,385 | $821.9K | 0.02% | +565+5.2% | Added |
| Wealth Management Partners, LLC | 11,485 | $829.2K | 0.38% | +8,705+313.1% | Added |
| Empowered Funds, LLC | 11,557 | $834.4K | 0.01% | +2,377+25.9% | Added |
| Spirit of America Management Corp | 11,700 | $844.7K | 0.17% | +4,650+66.0% | Added |
| Sound View Wealth Advisors Group, LLC | 11,703 | $845.0K | 0.07% | +979+9.1% | Added |
| Mount Yale Investment Advisors, LLC | 11,863 | $856.5K | 0.07% | +779+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 11,919 | $860.5K | 0.01% | +4,014+50.8% | Added |
| Bowen Hanes & Co Inc | 12,000 | $866.4K | 0.02% | −220,045−94.8% | Reduced |
| Westover Capital Advisors, LLC | 12,019 | $867.8K | 0.19% | +3,083+34.5% | Added |
| Simon Quick Advisors, LLC | 12,027 | $868.4K | 0.05% | +1,224+11.3% | Added |
| Everence Capital Management Inc | 12,130 | $876.0K | 0.06% | +4,540+59.8% | Added |
| Icapital Wealth LLC | 12,202 | $881.0K | 0.54% | +12,202 | New |
| Tokio Marine Asset Management Co Ltd | 12,277 | $886.4K | 0.03% | +265+2.2% | Added |
| Koshinski Asset Management, Inc. | 12,362 | $892.5K | 0.08% | +333+2.8% | Added |
| Cladis Investment Advisory, LLC | 12,375 | $893.5K | 0.65% | +12,375 | New |
| Guardian Asset Advisors, LLC | 12,386 | $894.4K | 0.58% | +1,603+14.9% | Added |
| TownSquare Capital, LLC | 12,487 | $901.6K | 0.01% | +6,327+102.7% | Added |
| AXS Investments LLC | 12,500 | $902.5K | 0.25% | −10,802−46.4% | Reduced |
| Clare Market Investments LLC | 12,525 | $904.3K | 0.24% | −1,235−9.0% | Reduced |
| Callan Family Office, LLC | 12,530 | $904.7K | 0.07% | +303+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $913.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 12,651 | $913.4K | 0.00% | +2,911+29.9% | Added |
| TCG Advisory Services, LLC | 12,693 | $916.5K | 0.04% | +12,693 | New |
| Rockline Wealth Management, LLC | 12,768 | $921.8K | 0.26% | +12,768 | New |
| CWM Advisors, LLC | 12,831 | $926.4K | 0.11% | +5,665+79.1% | Added |
| Shorepoint Capital Partners LLC | 12,943 | $934.5K | 0.21% | +2,293+21.5% | Added |
| FWL Investment Management, LLC | 12,973 | $936.7K | 0.35% | +3,748+40.6% | Added |
| AXA S.A. | 12,999 | $938.5K | 0.00% | −4,598−26.1% | Reduced |
| Element Pointe Advisors, LLC | 13,043 | $941.7K | 0.23% | +2,450+23.1% | Added |
| Moors & Cabot, Inc. | 13,047 | $942.0K | 0.05% | +6,285+92.9% | Added |
| Finivi Inc. | 13,053 | $942.4K | 0.76% | +558+4.5% | Added |
| Snowden Capital Advisors LLC | 13,055 | $942.6K | 0.03% | +6,038+86.0% | Added |
| Vident Advisory, LLC | 13,068 | $943.5K | 0.01% | −10,366−44.2% | Reduced |
| Virtus Investment Advisers, Inc. | 13,335 | $962.8K | 0.26% | +13,335 | New |
| Portfolio Design Labs, LLC | 13,359 | $964.5K | 0.20% | +13,359 | New |
| Flputnam Investment Management Co | 13,447 | $970.9K | 0.02% | −72,103−84.3% | Reduced |
| LDR Capital Management LLC | 13,510 | $975.4K | 1.18% | +4,693+53.2% | Added |
| Aspire Private Capital, LLC | 13,584 | $980.8K | 0.24% | +13,584 | New |
| B. Metzler seel. Sohn & Co. AG | 13,630 | $984.1K | 0.01% | +1,065+8.5% | Added |
| Aviva PLC | 13,658 | $986.1K | 0.00% | −98−0.7% | Reduced |
| Polianta Ltd | 13,700 | $989.0K | 0.48% | +3,600+35.6% | Added |
| Merit Financial Group, LLC | 13,709 | $989.8K | 0.01% | +7,287+113.5% | Added |
| Werlinich Asset Management, LLC | 13,830 | $998.5K | 0.63% | +105+0.8% | Added |
| United Capital Financial Advisers, LLC | 13,837 | $999.0K | 0.01% | −2,597−15.8% | Reduced |
| Edgestream Partners, L.P. | 13,850 | $1.00M | 0.03% | +13,850 | New |
| Lighthouse Financial LLC | 13,917 | $1.00M | 0.87% | −2,600−15.7% | Reduced |
| SBI Securities Co., Ltd. | 13,940 | $1.01M | 0.03% | +1,366+10.9% | Added |
| Globeflex Capital L P | 14,100 | $1.02M | 0.09% | +5,800+69.9% | Added |
| ASR Vermogensbeheer N.V. | 14,122 | $1.02M | 0.02% | +14,122 | New |
| Quantessence Capital LLC | 14,141 | $1.02M | 0.26% | +9,017+176.0% | Added |
| Sargent Investment Group, LLC | 14,244 | $1.03M | 0.16% | +3,691+35.0% | Added |
| Scientech Research LLC | 14,263 | $1.03M | 0.27% | +9,295+187.1% | Added |
| Banco BTG Pactual S.A. | 14,300 | $1.03M | 0.26% | +11,604+430.4% | Added |
| Ontario Teachers Pension Plan Board | 14,491 | $1.05M | 0.02% | +1,283+9.7% | Added |
| Advisors Asset Management, Inc. | 14,629 | $1.06M | 0.02% | +3,673+33.5% | Added |