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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 36,402 | $2.61M | 0.20% | +26,843+280.8% | Added |
| Ieq Capital, LLC | 36,027 | $2.60M | 0.02% | −4,857−11.9% | Reduced |
| Rowland & Co Investment Counsel | 35,558 | $2.57M | 0.54% | +10,694+43.0% | Added |
| Venture Visionary Partners LLC | 35,468 | $2.56M | 0.11% | +16,962+91.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 35,281 | $2.55M | 0.07% | +25,897+276.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 35,055 | $2.53M | 0.63% | +35,055 | New |
| Avanza Fonder AB | 32,742 | $2.52M | 0.08% | −2,814−7.9% | Reduced |
| Colony Group, LLC | 34,920 | $2.52M | 0.01% | +4,359+14.3% | Added |
| Penserra Capital Management LLC | 34,420 | $2.48M | 0.04% | +11,000+47.0% | Added |
| Old West Investment Management, LLC | 34,005 | $2.46M | 0.89% | +1,340+4.1% | Added |
| Van Eck Associates Corp | 33,687 | $2.43M | 0.00% | +33,687 | New |
| Candriam Luxembourg S.C.A. | 33,586 | $2.42M | 0.02% | −193,991−85.2% | Reduced |
| Bank of Hawaii | 33,515 | $2.42M | 0.14% | +724+2.2% | Added |
| Two Sigma Advisers, LP | 33,500 | $2.42M | 0.01% | +29,600+759.0% | Added |
| JustInvest LLC | 33,398 | $2.41M | 0.04% | +3,407+11.4% | Added |
| Polymer Capital Management (US) LLC | 33,214 | $2.40M | 0.72% | +28,214+564.3% | Added |
| Nwam LLC | 33,211 | $2.40M | 0.21% | −9,849−22.9% | Reduced |
| Lecap Asset Management Ltd | 33,197 | $2.40M | 0.56% | +22,137+200.2% | Added |
| CI Private Wealth, LLC | 33,154 | $2.39M | 0.00% | +4,282+14.8% | Added |
| Knollwood Investment Advisory, LLC | 32,950 | $2.38M | 0.26% | +5,800+21.4% | Added |
| KMG Fiduciary Partners, LLC | 32,652 | $2.36M | 0.20% | +3,903+13.6% | Added |
| GPS Wealth Strategies Group, LLC | 32,326 | $2.33M | 0.31% | +28,860+832.7% | Added |
| Bradley Foster & Sargent Inc | 31,406 | $2.27M | 0.04% | −3,425−9.8% | Reduced |
| Hollow Brook Wealth Management LLC | 31,149 | $2.25M | 0.66% | −8,941−22.3% | Reduced |
| Strategic Global Advisors, LLC | 31,135 | $2.25M | 0.44% | −4,053−11.5% | Reduced |
| Steel Peak Wealth Management LLC | 31,062 | $2.24M | 0.10% | +24,253+356.2% | Added |
| Himension Fund | 30,923 | $2.23M | 0.19% | +30,923 | New |
| J. Safra Sarasin Holding AG | 30,877 | $2.23M | 0.04% | +15,085+95.5% | Added |
| Next Century Growth Investors LLC | 30,854 | $2.23M | 0.20% | +1,678+5.8% | Added |
| Benchmark Investment Advisors LLC | 30,654 | $2.21M | 1.43% | +26,445+628.3% | Added |
| EFG Asset Management (Americas) Corp. | 30,547 | $2.21M | 0.45% | −2,812−8.4% | Reduced |
| CWM, LLC | 30,210 | $2.18M | 0.01% | +4,682+18.3% | Added |
| Wakefield Asset Management LLLP | 30,160 | $2.18M | 0.66% | −4,855−13.9% | Reduced |
| Merrion Investment Management Co, LLC | 30,000 | $2.17M | 1.56% | 00.0% | Unchanged |
| Balboa Wealth Partners | 29,408 | $2.12M | 0.51% | +12,001+68.9% | Added |
| Graphene Investments SAS | 29,400 | $2.12M | 1.55% | +7,600+34.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,310 | $2.12M | 0.02% | +9,988+54.5% | Added |
| Galaxy Digital Capital Management GP LLC | 29,369 | $2.12M | 3.24% | −10,235−25.8% | Reduced |
| Stonebridge Financial Group, LLC | 29,079 | $2.10M | 0.22% | +2,211+8.2% | Added |
| Ayrshire Capital Management LLC | 29,064 | $2.10M | 1.02% | +23,103+387.6% | Added |
| Tredje AP-fonden | 28,487 | $2.06M | 0.02% | −45,500−61.5% | Reduced |
| Electron Capital Partners, LLC | 28,384 | $2.05M | 0.15% | +7,209+34.0% | Added |
| Morse Asset Management, Inc | 28,287 | $2.04M | 0.52% | +4,914+21.0% | Added |
| Atria Wealth Solutions, Inc. | 27,853 | $2.01M | 0.02% | −1,905−6.4% | Reduced |
| Seascape Capital Management | 27,573 | $1.99M | 0.69% | −3,484−11.2% | Reduced |
| Summerhill Capital Management lnc. | 27,430 | $1.98M | 2.66% | −35,730−56.6% | Reduced |
| Roanoke Asset Management Corp | 27,240 | $1.97M | 0.67% | +27,240 | New |
| KP Management LLC | 27,171 | $1.96M | 0.75% | −22,829−45.7% | Reduced |
| Sciencast Management LP | 26,908 | $1.94M | 0.45% | +26,908 | New |
| TD Waterhouse Canada Inc. | 21,150 | $1.94M | 0.02% | +1,772+9.1% | Added |
| HighPoint Advisor Group LLC | 22,098 | $1.90M | 0.11% | −6,470−22.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 26,254 | $1.90M | 0.99% | −552−2.1% | Reduced |
| Davidson Capital Management Inc. | 26,234 | $1.89M | 0.51% | −5,370−17.0% | Reduced |
| 1858 Wealth Management, LLC | 26,124 | $1.89M | 1.60% | +6,563+33.6% | Added |
| Oppenheimer Asset Management Inc. | 26,071 | $1.88M | 0.02% | −7,149−21.5% | Reduced |
| Maxi Investments CY Ltd | 26,025 | $1.88M | 0.37% | +16,025+160.3% | Added |
| Sandy Spring Bank | 26,021 | $1.88M | 0.08% | +6,984+36.7% | Added |
| Intech Investment Management LLC | 25,772 | $1.86M | 0.02% | −8,087−23.9% | Reduced |
| Parsons Capital Management Inc | 25,736 | $1.86M | 0.10% | +6,810+36.0% | Added |
| Swiss Life Asset Management Ltd | 25,699 | $1.86M | 0.01% | +4,834+23.2% | Added |
| Nisa Investment Advisors, LLC | 25,600 | $1.85M | 0.01% | −900−3.4% | Reduced |
| New York State Teachers Retirement System | 25,466 | $1.84M | 0.00% | +4,026+18.8% | Added |
| Amalgamated Bank | 25,359 | $1.83M | 0.02% | +1,479+6.2% | 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 |
| Perigon Wealth Management, LLC | 25,189 | $1.82M | 0.05% | +2,023+8.7% | Added |
| New Age Alpha Advisors, LLC | 25,000 | $1.80M | 0.08% | −5,000−16.7% | Reduced |
| Sovran Advisors, LLC | 24,562 | $1.80M | 0.23% | +24,562 | New |
| Eley Financial Management, Inc | 23,834 | $1.79M | 0.72% | +2,918+14.0% | Added |
| Avantax Advisory Services, Inc. | 24,650 | $1.78M | 0.01% | +989+4.2% | Added |
| HCR Wealth Advisors | 24,601 | $1.78M | 0.23% | +22,184+917.8% | Added |
| Kentucky Retirement Systems | 24,441 | $1.76M | 0.05% | +24,441 | New |
| Scotia Capital Inc. | 23,958 | $1.73M | 0.01% | +3,006+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 23,837 | $1.72M | 0.50% | +3,262+15.9% | Added |
| Legacy Bridge, LLC | 23,573 | $1.70M | 0.95% | +915+4.0% | Added |
| NEOS Investment Management LLC | 23,384 | $1.69M | 0.03% | +18,644+393.3% | Added |
| Wedbush Securities Inc | 23,342 | $1.69M | 0.06% | +1,939+9.1% | Added |
| Tudor Investment Corp Et Al | 23,282 | $1.68M | 0.01% | −34,944−60.0% | Reduced |
| Triasima Portfolio Management inc. | 22,825 | $1.65M | 0.32% | +22,825 | New |
| Senator Investment Group LP | 22,809 | $1.65M | 0.09% | −228,449−90.9% | Reduced |
| Tema ETFs LLC | 22,673 | $1.64M | 0.49% | +18,249+412.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 15,059 | $1.63M | 0.09% | +15,059 | New |
| Paloma Partners Management Co | 22,500 | $1.62M | 0.30% | +22,500 | New |
| Meiji Yasuda Life Insurance Co | 22,369 | $1.62M | 0.03% | −1,679−7.0% | Reduced |
| Vestcor Inc | 22,269 | $1.61M | 0.05% | +6,795+43.9% | Added |
| Mezzasalma Advisors, LLC | 22,242 | $1.61M | 0.56% | +2,234+11.2% | Added |
| MetLife Investment Management | 22,020 | $1.59M | 0.01% | −49−0.2% | Reduced |
| Archon Capital Management LLC | 22,000 | $1.59M | 1.67% | +22,000 | New |
| Atom Investors LP | 21,813 | $1.57M | 0.19% | +7,023+47.5% | Added |
| Fox Run Management, L.L.C. | 21,545 | $1.56M | 0.24% | +17,627+449.9% | Added |
| Meridian Wealth Management, LLC | 21,131 | $1.53M | 0.07% | −1,194−5.3% | Reduced |
| Telligent Fund, LP | 21,000 | $1.52M | 1.68% | +1,000+5.0% | Added |
| NBC Securities, Inc. | 20,798 | $1.50M | 0.13% | +20,784+148,457.1% | Added |
| Commerce Bank | 20,739 | $1.50M | 0.01% | +134+0.7% | Added |
| Gulf International Bank (UK) Ltd | 20,722 | $1.50M | 0.05% | −6,978−25.2% | Reduced |
| Bard Financial Services, Inc. | 20,675 | $1.49M | 0.18% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 20,608 | $1.49M | 0.47% | +20,608 | New |
| Ilex Capital Partners (UK) LLP | 20,215 | $1.46M | 0.06% | +20,215 | New |
| Channel Wealth LLC | 20,103 | $1.45M | 0.45% | −686−3.3% | Reduced |
| Union Square Park Capital Management, LLC | 20,000 | $1.44M | 1.59% | +20,000 | New |