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 |
|---|---|---|---|---|---|
| Roanoke Asset Management Corp | 27,240 | $1.97M | 0.67% | +27,240 | New |
| Summerhill Capital Management lnc. | 27,430 | $1.98M | 2.66% | −35,730−56.6% | Reduced |
| Seascape Capital Management | 27,573 | $1.99M | 0.69% | −3,484−11.2% | Reduced |
| Atria Wealth Solutions, Inc. | 27,853 | $2.01M | 0.02% | −1,905−6.4% | Reduced |
| Morse Asset Management, Inc | 28,287 | $2.04M | 0.52% | +4,914+21.0% | Added |
| Electron Capital Partners, LLC | 28,384 | $2.05M | 0.15% | +7,209+34.0% | Added |
| Tredje AP-fonden | 28,487 | $2.06M | 0.02% | −45,500−61.5% | Reduced |
| Ayrshire Capital Management LLC | 29,064 | $2.10M | 1.02% | +23,103+387.6% | Added |
| Stonebridge Financial Group, LLC | 29,079 | $2.10M | 0.22% | +2,211+8.2% | Added |
| Galaxy Digital Capital Management GP LLC | 29,369 | $2.12M | 3.24% | −10,235−25.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,310 | $2.12M | 0.02% | +9,988+54.5% | Added |
| Graphene Investments SAS | 29,400 | $2.12M | 1.55% | +7,600+34.9% | Added |
| Balboa Wealth Partners | 29,408 | $2.12M | 0.51% | +12,001+68.9% | Added |
| Merrion Investment Management Co, LLC | 30,000 | $2.17M | 1.56% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 30,160 | $2.18M | 0.66% | −4,855−13.9% | Reduced |
| CWM, LLC | 30,210 | $2.18M | 0.01% | +4,682+18.3% | Added |
| EFG Asset Management (Americas) Corp. | 30,547 | $2.21M | 0.45% | −2,812−8.4% | Reduced |
| Benchmark Investment Advisors LLC | 30,654 | $2.21M | 1.43% | +26,445+628.3% | Added |
| Next Century Growth Investors LLC | 30,854 | $2.23M | 0.20% | +1,678+5.8% | Added |
| J. Safra Sarasin Holding AG | 30,877 | $2.23M | 0.04% | +15,085+95.5% | Added |
| Himension Fund | 30,923 | $2.23M | 0.19% | +30,923 | New |
| Steel Peak Wealth Management LLC | 31,062 | $2.24M | 0.10% | +24,253+356.2% | Added |
| Strategic Global Advisors, LLC | 31,135 | $2.25M | 0.44% | −4,053−11.5% | Reduced |
| Hollow Brook Wealth Management LLC | 31,149 | $2.25M | 0.66% | −8,941−22.3% | Reduced |
| Bradley Foster & Sargent Inc | 31,406 | $2.27M | 0.04% | −3,425−9.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 32,326 | $2.33M | 0.31% | +28,860+832.7% | Added |
| KMG Fiduciary Partners, LLC | 32,652 | $2.36M | 0.20% | +3,903+13.6% | Added |
| Knollwood Investment Advisory, LLC | 32,950 | $2.38M | 0.26% | +5,800+21.4% | Added |
| CI Private Wealth, LLC | 33,154 | $2.39M | 0.00% | +4,282+14.8% | Added |
| Lecap Asset Management Ltd | 33,197 | $2.40M | 0.56% | +22,137+200.2% | Added |
| Nwam LLC | 33,211 | $2.40M | 0.21% | −9,849−22.9% | Reduced |
| Polymer Capital Management (US) LLC | 33,214 | $2.40M | 0.72% | +28,214+564.3% | Added |
| JustInvest LLC | 33,398 | $2.41M | 0.04% | +3,407+11.4% | Added |
| Two Sigma Advisers, LP | 33,500 | $2.42M | 0.01% | +29,600+759.0% | Added |
| Bank of Hawaii | 33,515 | $2.42M | 0.14% | +724+2.2% | Added |
| Candriam Luxembourg S.C.A. | 33,586 | $2.42M | 0.02% | −193,991−85.2% | Reduced |
| Van Eck Associates Corp | 33,687 | $2.43M | 0.00% | +33,687 | New |
| Old West Investment Management, LLC | 34,005 | $2.46M | 0.89% | +1,340+4.1% | Added |
| Penserra Capital Management LLC | 34,420 | $2.48M | 0.04% | +11,000+47.0% | Added |
| Colony Group, LLC | 34,920 | $2.52M | 0.01% | +4,359+14.3% | Added |
| Avanza Fonder AB | 32,742 | $2.52M | 0.08% | −2,814−7.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 35,055 | $2.53M | 0.63% | +35,055 | New |
| Oversea-Chinese Banking CORP Ltd | 35,281 | $2.55M | 0.07% | +25,897+276.0% | Added |
| Venture Visionary Partners LLC | 35,468 | $2.56M | 0.11% | +16,962+91.7% | Added |
| Rowland & Co Investment Counsel | 35,558 | $2.57M | 0.54% | +10,694+43.0% | Added |
| Ieq Capital, LLC | 36,027 | $2.60M | 0.02% | −4,857−11.9% | Reduced |
| Leonteq Securities AG | 36,402 | $2.61M | 0.20% | +26,843+280.8% | Added |
| Nicholas Investment Partners, LP | 36,294 | $2.62M | 0.27% | +35+0.1% | Added |
| Union Bancaire Privee, UBP SA | 36,401 | $2.62M | 0.05% | +9,309+34.4% | Added |
| Kieckhefer Group LLC | 36,404 | $2.63M | 1.90% | +400+1.1% | Added |
| Thor Investment Management Inc | 37,353 | $2.70M | 1.98% | +395+1.1% | Added |
| Lighthouse Investment Partners, LLC | 37,390 | $2.70M | 0.12% | −113,019−75.1% | Reduced |
| Ameritas Advisory Services, LLC | 27,153 | $2.71M | 0.11% | +8,912+48.9% | Added |
| PGGM Investments | 37,555 | $2.71M | 0.04% | −6,253−14.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 37,582 | $2.71M | 0.01% | +14,448+62.5% | Added |
| Viking Fund Management LLC | 38,000 | $2.74M | 0.40% | +21,000+123.5% | Added |
| Manufacturers Life Insurance Company, The | 38,411 | $2.77M | 0.00% | +3,489+10.0% | Added |
| Baldwin Investment Management, LLC | 38,431 | $2.77M | 0.33% | +5,893+18.1% | Added |
| Pinebridge Investments, L.P. | 38,518 | $2.78M | 0.02% | −2,050−5.1% | Reduced |
| Sanctuary Advisors, LLC | 38,923 | $2.81M | 0.02% | −7,759−16.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,212 | $2.83M | 0.26% | +5,371+15.9% | Added |
| Seldon Capital LP | 39,582 | $2.86M | 1.80% | −53,318−57.4% | Reduced |
| Caxton Associates LLP | 39,723 | $2.87M | 0.10% | +39,723 | New |
| Brant Point Investment Management LLC | 39,843 | $2.88M | 0.70% | −5,157−11.5% | Reduced |
| Dakota Wealth Management | 40,079 | $2.89M | 0.07% | +8,048+25.1% | Added |
| Great Valley Advisor Group, Inc. | 40,128 | $2.90M | 0.06% | +11,369+39.5% | Added |
| Blair William & Co | 40,854 | $2.95M | 0.01% | −33,304−44.9% | Reduced |
| LMR Partners LLP | 41,000 | $2.96M | 0.06% | +41,000 | New |
| Oak Ridge Investments LLC | 41,112 | $2.97M | 0.25% | +28,612+228.9% | Added |
| M&T Bank Corp | 41,242 | $2.98M | 0.01% | +4,306+11.7% | Added |
| Kestra Advisory Services, LLC | 41,267 | $2.98M | 0.01% | +12,291+42.4% | Added |
| MML Investors Services, LLC | 41,443 | $2.99M | 0.01% | +2,640+6.8% | Added |
| Sig Brokerage, LP | 41,462 | $2.99M | 0.87% | +36,864+801.7% | Added |
| MAI Capital Management | 41,624 | $3.01M | 0.02% | +535+1.3% | Added |
| Munro Partners | 41,695 | $3.01M | 0.14% | +11,235+36.9% | Added |
| QRG Capital Management, Inc. | 41,702 | $3.01M | 0.03% | +1,477+3.7% | Added |
| LGT Group Foundation | 42,073 | $3.04M | 0.04% | −2,189−4.9% | Reduced |
| Leeward Financial Partners, LLC | 42,257 | $3.05M | 1.14% | +10,693+33.9% | Added |
| Eagle Bluffs Wealth Management LLC | 42,679 | $3.08M | 1.63% | +42,679 | New |
| Pinnacle Associates Ltd | 43,094 | $3.11M | 0.05% | +43,094 | New |
| Southeast Asset Advisors Inc. | 43,465 | $3.14M | 0.38% | −4,870−10.1% | Reduced |
| Bokf, NA | 43,917 | $3.17M | 0.06% | +6,279+16.7% | Added |
| Nissay Asset Management Corp | 45,064 | $3.25M | 0.02% | +2,162+5.0% | Added |
| Elite Wealth Management, Inc. | 45,099 | $3.26M | 0.94% | −65,419−59.2% | Reduced |
| Ulland Investment Advisors, LLC | 45,109 | $3.26M | 2.72% | −13,466−23.0% | Reduced |
| Wealthfront Advisers LLC | 45,339 | $3.27M | 0.01% | +9,057+25.0% | Added |
| Ethic Inc. | 43,536 | $3.28M | 0.07% | −314−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 46,073 | $3.33M | 0.00% | +13,119+39.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 46,364 | $3.35M | 0.69% | −296,939−86.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 46,381 | $3.35M | 0.00% | −43,339−48.3% | Reduced |
| TrimTabs Asset Management, LLC | 47,428 | $3.42M | 0.54% | +1,298+2.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 47,508 | $3.43M | 0.14% | −2,913−5.8% | Reduced |
| Point72 Hong Kong Ltd | 47,659 | $3.44M | 0.25% | +18,994+66.3% | Added |
| Stephens Inc | 47,725 | $3.45M | 0.05% | +40,562+566.3% | Added |
| Grassi Investment Management | 47,900 | $3.46M | 0.32% | +35,750+294.2% | Added |
| MYDA Advisors LLC | 48,000 | $3.47M | 1.23% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 49,305 | $3.56M | 0.02% | +3,491+7.6% | Added |
| Clark Capital Management Group, Inc. | 49,951 | $3.61M | 0.03% | −1,282−2.5% | Reduced |
| Pennant Select, LLC | 50,000 | $3.61M | 2.81% | +50,000 | New |
| Alerus Financial NA | 50,128 | $3.62M | 0.29% | +6,564+15.1% | Added |