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 |
|---|---|---|---|---|---|
| Valliance Asset Management Ltd | 20,000 | $1.44M | 5.47% | +20,000 | New |
| Vega Investment Solutions | 19,990 | $1.44M | 0.28% | +5,690+39.8% | Added |
| GM Advisory Group, Inc. | 19,906 | $1.44M | 0.08% | +17,194+634.0% | Added |
| Watts Gwilliam & Co., LLC | 19,707 | $1.42M | 0.31% | +5,000+34.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 19,693 | $1.42M | 0.06% | +3,124+18.9% | Added |
| Smith, Salley & Associates | 19,589 | $1.41M | 0.09% | +19,589 | New |
| Bank of Nova Scotia | 19,527 | $1.41M | 0.00% | +2,912+17.5% | Added |
| Capital Planning Advisors, LLC | 19,479 | $1.41M | 0.22% | +7,989+69.5% | Added |
| Apollon Wealth Management, LLC | 19,262 | $1.39M | 0.03% | +7,899+69.5% | Added |
| Marex Group plc | 19,117 | $1.38M | 0.03% | +6,010+45.9% | Added |
| Elo Mutual Pension Insurance Co | 18,938 | $1.37M | 0.03% | −15,609−45.2% | Reduced |
| Illinois Municipal Retirement Fund | 18,714 | $1.35M | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,630 | $1.34M | 0.06% | +18,630 | New |
| Wealthcare Advisory Partners LLC | 18,564 | $1.34M | 0.04% | +1,271+7.3% | Added |
| Anson Funds Management LP | 18,089 | $1.31M | 0.31% | +8,089+80.9% | Added |
| Brevan Howard Capital Management LP | 18,000 | $1.30M | 0.04% | +4,664+35.0% | Added |
| Hodges Capital Management Inc. | 17,932 | $1.29M | 0.13% | −1,799−9.1% | Reduced |
| Mercer Global Advisors Inc | 17,962 | $1.28M | 0.00% | +3,258+22.2% | Added |
| Kennedy Investment Group | 17,141 | $1.24M | 0.57% | +2,941+20.7% | Added |
| Thrivent Financial for Lutherans | 9,672 | $1.22M | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 16,841 | $1.22M | 0.05% | +10,605+170.1% | Added |
| Jackson Hole Capital Partners, LLC | 16,756 | $1.21M | 0.24% | +16,756 | New |
| Maryland State Retirement & Pension System | 16,735 | $1.21M | 0.03% | −2,380−12.5% | Reduced |
| Harbour Capital Advisors, LLC | 17,850 | $1.20M | 0.30% | −75−0.4% | Reduced |
| Sunbelt Securities, Inc. | 16,313 | $1.18M | 0.11% | +780+5.0% | Added |
| Darwin Advisors, LLC | 10,348 | $1.18M | 0.40% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 16,250 | $1.17M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 16,225 | $1.17M | 0.01% | +97+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 16,140 | $1.17M | 0.01% | +470+3.0% | Added |
| CIBC Asset Management Inc | 16,107 | $1.16M | 0.00% | +828+5.4% | Added |
| Nicola Wealth Management Ltd. | 16,000 | $1.16M | 0.11% | +16,000 | New |
| O'Shaughnessy Asset Management, LLC | 15,919 | $1.15M | 0.01% | +840+5.6% | Added |
| Cloverfields Capital Group, LP | 15,688 | $1.13M | 0.37% | −10,530−40.2% | Reduced |
| Carroll Investors, Inc | 15,651 | $1.13M | 0.75% | +2,851+22.3% | Added |
| Easterly Investment Partners LLC | 15,390 | $1.11M | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 15,384 | $1.11M | 0.01% | +15,384 | New |
| Haven Capital Group, Inc. | 15,377 | $1.11M | 1.22% | +15,377 | New |
| Kiker Wealth Management, LLC | 15,261 | $1.10M | 0.75% | −170−1.1% | Reduced |
| Quaero Capital S.A. | 15,251 | $1.10M | 1.57% | −5,075−25.0% | Reduced |
| Bearing Point Capital, LLC | 15,246 | $1.10M | 0.23% | +7,139+88.1% | Added |
| Edmond de Rothschild Holding S.A. | 15,149 | $1.09M | 0.02% | −8,573−36.1% | Reduced |
| Bouvel Investment Partners, LLC | 10,980 | $1.09M | 0.41% | −117−1.1% | Reduced |
| Cottage Street Advisors LLC | 14,974 | $1.08M | 0.54% | +309+2.1% | Added |
| Axq Capital, LP | 14,888 | $1.07M | 0.43% | +11,404+327.3% | Added |
| Mizuho Markets Cayman LP | 14,876 | $1.07M | 4.48% | +14,876 | New |
| Hunting Hill Global Capital, LLC | 14,804 | $1.07M | 1.35% | 00.0% | Unchanged |
| L & S Advisors Inc | 14,651 | $1.06M | 0.13% | −2,545−14.8% | Reduced |
| Advisors Asset Management, Inc. | 14,629 | $1.06M | 0.02% | +3,673+33.5% | Added |
| Ontario Teachers Pension Plan Board | 14,491 | $1.05M | 0.02% | +1,283+9.7% | Added |
| Banco BTG Pactual S.A. | 14,300 | $1.03M | 0.26% | +11,604+430.4% | Added |
| Scientech Research LLC | 14,263 | $1.03M | 0.27% | +9,295+187.1% | Added |
| Sargent Investment Group, LLC | 14,244 | $1.03M | 0.16% | +3,691+35.0% | Added |
| Quantessence Capital LLC | 14,141 | $1.02M | 0.26% | +9,017+176.0% | Added |
| ASR Vermogensbeheer N.V. | 14,122 | $1.02M | 0.02% | +14,122 | New |
| Globeflex Capital L P | 14,100 | $1.02M | 0.09% | +5,800+69.9% | Added |
| SBI Securities Co., Ltd. | 13,940 | $1.01M | 0.03% | +1,366+10.9% | Added |
| Lighthouse Financial LLC | 13,917 | $1.00M | 0.87% | −2,600−15.7% | Reduced |
| Edgestream Partners, L.P. | 13,850 | $1.00M | 0.03% | +13,850 | New |
| United Capital Financial Advisers, LLC | 13,837 | $999.0K | 0.01% | −2,597−15.8% | Reduced |
| Werlinich Asset Management, LLC | 13,830 | $998.5K | 0.63% | +105+0.8% | Added |
| Merit Financial Group, LLC | 13,709 | $989.8K | 0.01% | +7,287+113.5% | Added |
| Polianta Ltd | 13,700 | $989.0K | 0.48% | +3,600+35.6% | Added |
| Aviva PLC | 13,658 | $986.1K | 0.00% | −98−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,630 | $984.1K | 0.01% | +1,065+8.5% | Added |
| Aspire Private Capital, LLC | 13,584 | $980.8K | 0.24% | +13,584 | New |
| LDR Capital Management LLC | 13,510 | $975.4K | 1.18% | +4,693+53.2% | Added |
| Flputnam Investment Management Co | 13,447 | $970.9K | 0.02% | −72,103−84.3% | Reduced |
| Portfolio Design Labs, LLC | 13,359 | $964.5K | 0.20% | +13,359 | New |
| Virtus Investment Advisers, Inc. | 13,335 | $962.8K | 0.26% | +13,335 | New |
| Vident Advisory, LLC | 13,068 | $943.5K | 0.01% | −10,366−44.2% | Reduced |
| Snowden Capital Advisors LLC | 13,055 | $942.6K | 0.03% | +6,038+86.0% | Added |
| Finivi Inc. | 13,053 | $942.4K | 0.76% | +558+4.5% | Added |
| Moors & Cabot, Inc. | 13,047 | $942.0K | 0.05% | +6,285+92.9% | Added |
| Element Pointe Advisors, LLC | 13,043 | $941.7K | 0.23% | +2,450+23.1% | Added |
| AXA S.A. | 12,999 | $938.5K | 0.00% | −4,598−26.1% | Reduced |
| FWL Investment Management, LLC | 12,973 | $936.7K | 0.35% | +3,748+40.6% | Added |
| Shorepoint Capital Partners LLC | 12,943 | $934.5K | 0.21% | +2,293+21.5% | Added |
| CWM Advisors, LLC | 12,831 | $926.4K | 0.11% | +5,665+79.1% | Added |
| Rockline Wealth Management, LLC | 12,768 | $921.8K | 0.26% | +12,768 | New |
| TCG Advisory Services, LLC | 12,693 | $916.5K | 0.04% | +12,693 | New |
| National Bank of Canada | 12,651 | $913.4K | 0.00% | +2,911+29.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,645 | $913.0K | 0.03% | 00.0% | Unchanged |
| Callan Family Office, LLC | 12,530 | $904.7K | 0.07% | +303+2.5% | Added |
| Clare Market Investments LLC | 12,525 | $904.3K | 0.24% | −1,235−9.0% | Reduced |
| AXS Investments LLC | 12,500 | $902.5K | 0.25% | −10,802−46.4% | Reduced |
| TownSquare Capital, LLC | 12,487 | $901.6K | 0.01% | +6,327+102.7% | Added |
| Guardian Asset Advisors, LLC | 12,386 | $894.4K | 0.58% | +1,603+14.9% | Added |
| Cladis Investment Advisory, LLC | 12,375 | $893.5K | 0.65% | +12,375 | New |
| Koshinski Asset Management, Inc. | 12,362 | $892.5K | 0.08% | +333+2.8% | Added |
| Tokio Marine Asset Management Co Ltd | 12,277 | $886.4K | 0.03% | +265+2.2% | Added |
| Icapital Wealth LLC | 12,202 | $881.0K | 0.54% | +12,202 | New |
| Everence Capital Management Inc | 12,130 | $876.0K | 0.06% | +4,540+59.8% | Added |
| Simon Quick Advisors, LLC | 12,027 | $868.4K | 0.05% | +1,224+11.3% | Added |
| Westover Capital Advisors, LLC | 12,019 | $867.8K | 0.19% | +3,083+34.5% | Added |
| Bowen Hanes & Co Inc | 12,000 | $866.4K | 0.02% | −220,045−94.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,919 | $860.5K | 0.01% | +4,014+50.8% | Added |
| Mount Yale Investment Advisors, LLC | 11,863 | $856.5K | 0.07% | +779+7.0% | Added |
| Sound View Wealth Advisors Group, LLC | 11,703 | $845.0K | 0.07% | +979+9.1% | Added |
| Spirit of America Management Corp | 11,700 | $844.7K | 0.17% | +4,650+66.0% | Added |
| Empowered Funds, LLC | 11,557 | $834.4K | 0.01% | +2,377+25.9% | Added |