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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | 14,651 | $1.06M | 0.13% | −2,545−14.8% | Reduced |
| Hunting Hill Global Capital, LLC | 14,804 | $1.07M | 1.35% | 00.0% | Unchanged |
| Mizuho Markets Cayman LP | 14,876 | $1.07M | 4.48% | +14,876 | New |
| Axq Capital, LP | 14,888 | $1.07M | 0.43% | +11,404+327.3% | Added |
| Cottage Street Advisors LLC | 14,974 | $1.08M | 0.54% | +309+2.1% | Added |
| Bouvel Investment Partners, LLC | 10,980 | $1.09M | 0.41% | −117−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,149 | $1.09M | 0.02% | −8,573−36.1% | Reduced |
| Bearing Point Capital, LLC | 15,246 | $1.10M | 0.23% | +7,139+88.1% | Added |
| Quaero Capital S.A. | 15,251 | $1.10M | 1.57% | −5,075−25.0% | Reduced |
| Kiker Wealth Management, LLC | 15,261 | $1.10M | 0.75% | −170−1.1% | Reduced |
| Haven Capital Group, Inc. | 15,377 | $1.11M | 1.22% | +15,377 | New |
| Capstone Investment Advisors, LLC | 15,384 | $1.11M | 0.01% | +15,384 | New |
| Easterly Investment Partners LLC | 15,390 | $1.11M | 0.09% | 00.0% | Unchanged |
| Carroll Investors, Inc | 15,651 | $1.13M | 0.75% | +2,851+22.3% | Added |
| Cloverfields Capital Group, LP | 15,688 | $1.13M | 0.37% | −10,530−40.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,919 | $1.15M | 0.01% | +840+5.6% | Added |
| Nicola Wealth Management Ltd. | 16,000 | $1.16M | 0.11% | +16,000 | New |
| CIBC Asset Management Inc | 16,107 | $1.16M | 0.00% | +828+5.4% | Added |
| Horizon Kinetics Asset Management LLC | 16,140 | $1.17M | 0.01% | +470+3.0% | Added |
| CIBC World Markets Corp | 16,225 | $1.17M | 0.01% | +97+0.6% | Added |
| E. Ohman J:or Asset Management AB | 16,250 | $1.17M | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 10,348 | $1.18M | 0.40% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16,313 | $1.18M | 0.11% | +780+5.0% | Added |
| Harbour Capital Advisors, LLC | 17,850 | $1.20M | 0.30% | −75−0.4% | Reduced |
| Maryland State Retirement & Pension System | 16,735 | $1.21M | 0.03% | −2,380−12.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 16,756 | $1.21M | 0.24% | +16,756 | New |
| Arkadios Wealth Advisors | 16,841 | $1.22M | 0.05% | +10,605+170.1% | Added |
| Thrivent Financial for Lutherans | 9,672 | $1.22M | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 17,141 | $1.24M | 0.57% | +2,941+20.7% | Added |
| Mercer Global Advisors Inc | 17,962 | $1.28M | 0.00% | +3,258+22.2% | Added |
| Hodges Capital Management Inc. | 17,932 | $1.29M | 0.13% | −1,799−9.1% | Reduced |
| Brevan Howard Capital Management LP | 18,000 | $1.30M | 0.04% | +4,664+35.0% | Added |
| Anson Funds Management LP | 18,089 | $1.31M | 0.31% | +8,089+80.9% | Added |
| Wealthcare Advisory Partners LLC | 18,564 | $1.34M | 0.04% | +1,271+7.3% | Added |
| Banque Cantonale Vaudoise | 18,630 | $1.34M | 0.06% | +18,630 | New |
| Illinois Municipal Retirement Fund | 18,714 | $1.35M | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 18,938 | $1.37M | 0.03% | −15,609−45.2% | Reduced |
| Marex Group plc | 19,117 | $1.38M | 0.03% | +6,010+45.9% | Added |
| Apollon Wealth Management, LLC | 19,262 | $1.39M | 0.03% | +7,899+69.5% | Added |
| Capital Planning Advisors, LLC | 19,479 | $1.41M | 0.22% | +7,989+69.5% | Added |
| Bank of Nova Scotia | 19,527 | $1.41M | 0.00% | +2,912+17.5% | Added |
| Smith, Salley & Associates | 19,589 | $1.41M | 0.09% | +19,589 | New |
| Hennion & Walsh Asset Management, Inc. | 19,693 | $1.42M | 0.06% | +3,124+18.9% | Added |
| Watts Gwilliam & Co., LLC | 19,707 | $1.42M | 0.31% | +5,000+34.0% | Added |
| GM Advisory Group, Inc. | 19,906 | $1.44M | 0.08% | +17,194+634.0% | Added |
| Vega Investment Solutions | 19,990 | $1.44M | 0.28% | +5,690+39.8% | Added |
| Union Square Park Capital Management, LLC | 20,000 | $1.44M | 1.59% | +20,000 | New |
| Valliance Asset Management Ltd | 20,000 | $1.44M | 5.47% | +20,000 | New |
| Channel Wealth LLC | 20,103 | $1.45M | 0.45% | −686−3.3% | Reduced |
| Ilex Capital Partners (UK) LLP | 20,215 | $1.46M | 0.06% | +20,215 | New |
| Neo Ivy Capital Management | 20,608 | $1.49M | 0.47% | +20,608 | New |
| Bard Financial Services, Inc. | 20,675 | $1.49M | 0.18% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 20,722 | $1.50M | 0.05% | −6,978−25.2% | Reduced |
| Commerce Bank | 20,739 | $1.50M | 0.01% | +134+0.7% | Added |
| NBC Securities, Inc. | 20,798 | $1.50M | 0.13% | +20,784+148,457.1% | Added |
| Telligent Fund, LP | 21,000 | $1.52M | 1.68% | +1,000+5.0% | Added |
| Meridian Wealth Management, LLC | 21,131 | $1.53M | 0.07% | −1,194−5.3% | Reduced |
| Fox Run Management, L.L.C. | 21,545 | $1.56M | 0.24% | +17,627+449.9% | Added |
| Atom Investors LP | 21,813 | $1.57M | 0.19% | +7,023+47.5% | Added |
| Archon Capital Management LLC | 22,000 | $1.59M | 1.67% | +22,000 | New |
| MetLife Investment Management | 22,020 | $1.59M | 0.01% | −49−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 22,242 | $1.61M | 0.56% | +2,234+11.2% | Added |
| Vestcor Inc | 22,269 | $1.61M | 0.05% | +6,795+43.9% | Added |
| Meiji Yasuda Life Insurance Co | 22,369 | $1.62M | 0.03% | −1,679−7.0% | Reduced |
| Paloma Partners Management Co | 22,500 | $1.62M | 0.30% | +22,500 | New |
| AG2R la Mondiale Gestion D'Actifs | 15,059 | $1.63M | 0.09% | +15,059 | New |
| Tema ETFs LLC | 22,673 | $1.64M | 0.49% | +18,249+412.5% | Added |
| Senator Investment Group LP | 22,809 | $1.65M | 0.09% | −228,449−90.9% | Reduced |
| Triasima Portfolio Management inc. | 22,825 | $1.65M | 0.32% | +22,825 | New |
| Tudor Investment Corp Et Al | 23,282 | $1.68M | 0.01% | −34,944−60.0% | Reduced |
| Wedbush Securities Inc | 23,342 | $1.69M | 0.06% | +1,939+9.1% | Added |
| NEOS Investment Management LLC | 23,384 | $1.69M | 0.03% | +18,644+393.3% | Added |
| Legacy Bridge, LLC | 23,573 | $1.70M | 0.95% | +915+4.0% | Added |
| Brown, Lisle/Cummings, Inc. | 23,837 | $1.72M | 0.50% | +3,262+15.9% | Added |
| Scotia Capital Inc. | 23,958 | $1.73M | 0.01% | +3,006+14.3% | Added |
| Kentucky Retirement Systems | 24,441 | $1.76M | 0.05% | +24,441 | New |
| HCR Wealth Advisors | 24,601 | $1.78M | 0.23% | +22,184+917.8% | Added |
| Avantax Advisory Services, Inc. | 24,650 | $1.78M | 0.01% | +989+4.2% | Added |
| Eley Financial Management, Inc | 23,834 | $1.79M | 0.72% | +2,918+14.0% | Added |
| Sovran Advisors, LLC | 24,562 | $1.80M | 0.23% | +24,562 | New |
| New Age Alpha Advisors, LLC | 25,000 | $1.80M | 0.08% | −5,000−16.7% | Reduced |
| Perigon Wealth Management, LLC | 25,189 | $1.82M | 0.05% | +2,023+8.7% | Added |
| Brinker Capital Investments, LLC | 25,345 | $1.83M | 0.02% | +7,143+39.2% | Added |
| Orion Portfolio Solutions, LLC | 25,345 | $1.83M | 0.02% | +7,143+39.2% | Added |
| Amalgamated Bank | 25,359 | $1.83M | 0.02% | +1,479+6.2% | Added |
| New York State Teachers Retirement System | 25,466 | $1.84M | 0.00% | +4,026+18.8% | Added |
| Nisa Investment Advisors, LLC | 25,600 | $1.85M | 0.01% | −900−3.4% | Reduced |
| Swiss Life Asset Management Ltd | 25,699 | $1.86M | 0.01% | +4,834+23.2% | Added |
| Parsons Capital Management Inc | 25,736 | $1.86M | 0.10% | +6,810+36.0% | Added |
| Intech Investment Management LLC | 25,772 | $1.86M | 0.02% | −8,087−23.9% | Reduced |
| Sandy Spring Bank | 26,021 | $1.88M | 0.08% | +6,984+36.7% | Added |
| Maxi Investments CY Ltd | 26,025 | $1.88M | 0.37% | +16,025+160.3% | Added |
| Oppenheimer Asset Management Inc. | 26,071 | $1.88M | 0.02% | −7,149−21.5% | Reduced |
| 1858 Wealth Management, LLC | 26,124 | $1.89M | 1.60% | +6,563+33.6% | Added |
| Davidson Capital Management Inc. | 26,234 | $1.89M | 0.51% | −5,370−17.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,254 | $1.90M | 0.99% | −552−2.1% | Reduced |
| HighPoint Advisor Group LLC | 22,098 | $1.90M | 0.11% | −6,470−22.6% | Reduced |
| TD Waterhouse Canada Inc. | 21,150 | $1.94M | 0.02% | +1,772+9.1% | Added |
| Sciencast Management LP | 26,908 | $1.94M | 0.45% | +26,908 | New |
| KP Management LLC | 27,171 | $1.96M | 0.75% | −22,829−45.7% | Reduced |