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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 50,534 | $3.65M | 0.01% | −53,653−51.5% | Reduced |
| HighTower Advisors, LLC | 50,650 | $3.66M | 0.00% | +7,934+18.6% | Added |
| Sumitomo Life Insurance Co | 51,399 | $3.71M | 0.13% | −24,746−32.5% | Reduced |
| Strategic Blueprint, LLC | 51,467 | $3.72M | 0.20% | +3,563+7.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 52,007 | $3.75M | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 52,127 | $3.76M | 0.02% | +48,791+1,462.6% | Added |
| Game Creek Capital, LP | 52,500 | $3.79M | 2.36% | −4,500−7.9% | Reduced |
| Independence Bank of Kentucky | 52,773 | $3.81M | 0.60% | +25,608+94.3% | Added |
| Oak Thistle LLC | 52,842 | $3.82M | 0.77% | +52,842 | New |
| Sit Investment Associates Inc | 53,149 | $3.84M | 0.09% | +7,249+15.8% | Added |
| Toronto Dominion Bank | 53,693 | $3.88M | 0.01% | +7,064+15.1% | Added |
| TT International Asset Management LTD | 54,045 | $3.90M | 0.58% | +19,212+55.2% | Added |
| Chase Investment Counsel Corp | 54,240 | $3.92M | 1.43% | −9,842−15.4% | Reduced |
| Neville Rodie & Shaw Inc | 55,355 | $4.00M | 0.31% | +13,800+33.2% | Added |
| Creative Planning | 55,956 | $4.04M | 0.00% | +7,056+14.4% | Added |
| Advisory Services Network, LLC | 56,089 | $4.05M | 0.08% | −9,720−14.8% | Reduced |
| Paradoxiom Capital L.P. | 56,196 | $4.06M | 2.63% | +56,196 | New |
| Oppenheimer & Co Inc | 57,442 | $4.15M | 0.06% | −20,541−26.3% | Reduced |
| Utah Retirement Systems | 59,358 | $4.29M | 0.05% | +20,058+51.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 59,544 | $4.30M | 1.13% | +59,544 | New |
| Dnca Finance | 60,500 | $4.37M | 0.36% | +21,000+53.2% | Added |
| HITE Hedge Asset Management LLC | 60,508 | $4.37M | 0.27% | +60,508 | New |
| Freemont Management S.A. | 60,800 | $4.39M | 1.73% | +18,400+43.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 61,200 | $4.42M | 0.11% | +3,485+6.0% | Added |
| Royal Fund Management, LLC | 61,349 | $4.43M | 0.53% | +19,311+45.9% | Added |
| Kovack Advisors, Inc. | 61,692 | $4.45M | 0.47% | +719+1.2% | Added |
| Resources Investment Advisors, LLC. | 61,951 | $4.47M | 0.05% | +6,444+11.6% | Added |
| Benson Investment Management Company, Inc. | 62,410 | $4.51M | 1.96% | +62,410 | New |
| U.S. Capital Wealth Advisors, LLC | 62,469 | $4.51M | 0.14% | +11,474+22.5% | Added |
| Achmea Investment Management B.V. | 64,984 | $4.69M | 0.07% | +19,387+42.5% | Added |
| Moore Capital Management, LP | 65,298 | $4.71M | 0.16% | −333,079−83.6% | Reduced |
| Rokos Capital Management LLP | 65,615 | $4.73M | 0.13% | +65,615 | New |
| Macquarie Group Ltd | 65,725 | $4.75M | 0.01% | +15,430+30.7% | Added |
| TD Asset Management Inc | 65,836 | $4.75M | 0.00% | +2,461+3.9% | Added |
| Adams Diversified Equity Fund, Inc. | 66,200 | $4.78M | 0.19% | +66,200 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,500 | $4.80M | 0.06% | −13,900−17.3% | Reduced |
| Hancock Whitney Corp | 66,632 | $4.81M | 0.16% | +66,632 | New |
| Prevail Innovative Wealth Advisors, LLC | 67,388 | $4.87M | 1.30% | +67,388 | New |
| Liontrust Investment Partners LLP | 67,464 | $4.87M | 0.08% | +27,261+67.8% | Added |
| British Columbia Investment Management Corp | 68,186 | $4.92M | 0.03% | −57−0.1% | Reduced |
| USS Investment Management Ltd | 68,326 | $4.93M | 0.04% | +250.0% | Added |
| Cerity Partners LLC | 68,670 | $4.96M | 0.01% | +20,048+41.2% | Added |
| Dilation Capital Management LP | 69,180 | $4.99M | 6.07% | +28,992+72.1% | Added |
| Kera Capital Partners, Inc. | 69,637 | $5.03M | 1.49% | +2,631+3.9% | Added |
| Lazard Asset Management LLC | 69,735 | $5.03M | 0.01% | −1,391−2.0% | Reduced |
| Nixon Peabody Trust Co | 69,966 | $5.05M | 0.43% | +26,173+59.8% | Added |
| IFM Investors Pty Ltd | 70,032 | $5.06M | 0.05% | 00.0% | Unchanged |
| First American Bank | 70,114 | $5.06M | 0.37% | +7,732+12.4% | Added |
| Jefferies Financial Group Inc. | 70,395 | $5.08M | 0.09% | +47,241+204.0% | Added |
| Cornerstone Capital, Inc. | 70,665 | $5.10M | 0.55% | +48,150+213.9% | Added |
| Xponance, Inc. | 70,843 | $5.11M | 0.05% | +2,160+3.1% | Added |
| Broadleaf Partners, LLC | 70,948 | $5.12M | 1.34% | −1,375−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 71,080 | $5.13M | 0.13% | +1,577+2.3% | Added |
| Baker Avenue Asset Management, LP | 71,219 | $5.14M | 0.16% | +13,340+23.0% | Added |
| Sterling Capital Management LLC | 71,235 | $5.14M | 0.08% | −22,328−23.9% | Reduced |
| Man Group plc | 71,336 | $5.15M | 0.02% | −328,230−82.1% | Reduced |
| EFG Asset Management (North America) Corp. | 71,562 | $5.17M | 0.86% | +23,365+48.5% | Added |
| Natixis Advisors, L.P. | 71,987 | $5.20M | 0.01% | −31,499−30.4% | Reduced |
| Sculptor Capital LP | 72,000 | $5.20M | 0.12% | 00.0% | Unchanged |
| Verition Fund Management LLC | 72,635 | $5.24M | 0.03% | −62,243−46.1% | Reduced |
| Truist Financial Corp | 72,775 | $5.25M | 0.01% | +6,197+9.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,765 | $5.28M | 0.02% | −19,984−16.8% | Reduced |
| Harvest Fund Management Co., Ltd | 47,343 | $5.30M | 0.26% | +1,881+4.1% | Added |
| Captrust Financial Advisors | 73,514 | $5.31M | 0.01% | +960+1.3% | Added |
| Independent Advisor Alliance | 73,641 | $5.32M | 0.18% | +2,030+2.8% | Added |
| Ibex Wealth Advisors | 73,739 | $5.32M | 0.70% | +6,989+10.5% | Added |
| Forsta Ap-Fonden | 73,811 | $5.33M | 0.04% | −57,400−43.7% | Reduced |
| Vinva Investment Management Ltd | 71,588 | $5.34M | 0.22% | −21,126−22.8% | Reduced |
| Lyell Wealth Management, LP | 74,202 | $5.36M | 0.50% | +38,553+108.1% | Added |
| Meeder Asset Management Inc | 77,110 | $5.57M | 0.38% | −13,050−14.5% | Reduced |
| Silvant Capital Management LLC | 78,135 | $5.64M | 0.26% | 00.0% | Unchanged |
| Twin Tree Management, LP | 78,211 | $5.65M | 0.12% | +78,211 | New |
| Susquehanna Fundamental Investments, LLC | 78,833 | $5.69M | 0.10% | −30,325−27.8% | Reduced |
| Prudential PLC | 79,525 | $5.74M | 0.03% | +15,446+24.1% | Added |
| KCM Investment Advisors LLC | 79,881 | $5.77M | 0.21% | +36,051+82.3% | Added |
| Bayberry Capital Partners LP | 80,100 | $5.78M | 1.93% | +80,100 | New |
| Atalanta Sosnoff Capital, LLC | 80,719 | $5.83M | 0.14% | −188,230−70.0% | Reduced |
| Toroso Investments, LLC | 82,161 | $5.93M | 0.05% | −49,377−37.5% | Reduced |
| Private Advisory Group LLC | 83,016 | $5.99M | 0.68% | +15,587+23.1% | Added |
| Beck Capital Management, LLC | 85,192 | $6.15M | 1.81% | −3,046−3.5% | Reduced |
| Oak Grove Capital LLC | 86,755 | $6.26M | 1.49% | +17,575+25.4% | Added |
| KBC Group NV | 86,924 | $6.28M | 0.02% | −58,198−40.1% | Reduced |
| Private Advisor Group, LLC | 88,064 | $6.36M | 0.04% | +36,492+70.8% | Added |
| GWM Advisors LLC | 89,670 | $6.47M | 0.04% | −5,750−6.0% | Reduced |
| Crystal Rock Capital Management | 89,790 | $6.48M | 4.43% | −52,435−36.9% | Reduced |
| Zevenbergen Capital Investments LLC | 90,000 | $6.50M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 90,293 | $6.52M | 0.02% | +2,465+2.8% | Added |
| Sierra Summit Advisors LLC | 90,373 | $6.52M | 1.41% | −2,763−3.0% | Reduced |
| Daiwa Securities Group Inc. | 91,143 | $6.58M | 0.03% | −4,804−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,355 | $6.60M | 0.02% | +26,154+40.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 93,654 | $6.76M | 0.01% | +55,736+147.0% | Added |
| DnB Asset Management AS | 94,422 | $6.82M | 0.03% | −677−0.7% | Reduced |
| Generate Investment Management Ltd | 94,896 | $6.85M | 0.48% | −62,023−39.5% | Reduced |
| Group One Trading, L.P. | 95,595 | $6.90M | 0.29% | +95,190+23,503.7% | Added |
| Qsemble Capital Management, LP | 95,923 | $6.93M | 0.74% | +88,393+1,173.9% | Added |
| Zweig-DiMenna Associates LLC | 97,100 | $7.01M | 1.12% | −207,975−68.2% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 98,000 | $7.08M | 1.17% | +98,000 | New |
| Mariner, LLC | 98,992 | $7.15M | 0.01% | +47,122+90.8% | Added |
| Navellier & Associates Inc | 76,575 | $7.26M | 1.00% | −18,842−19.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 101,941 | $7.32M | 0.07% | +36,163+55.0% | Added |