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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 11,485 | $829.2K | 0.38% | +8,705+313.1% | Added |
| Prospera Financial Services Inc | 11,385 | $821.9K | 0.02% | +565+5.2% | Added |
| J.W. Cole Advisors, Inc. | 11,332 | $818.1K | 0.03% | +5,236+85.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,083 | $800.2K | 0.27% | +1,450+15.1% | Added |
| Total Clarity Wealth Management, Inc. | 7,042 | $800.0K | 0.26% | 00.0% | Unchanged |
| Gabelli Funds LLC | 11,000 | $794.2K | 0.01% | +11,000 | New |
| Guggenheim Capital LLC | 10,946 | $790.3K | 0.01% | −144−1.3% | Reduced |
| Floyd Financial Group LLC | 10,912 | $787.8K | 0.71% | +2,339+27.3% | Added |
| Shell Asset Management Co | 10,853 | $784.0K | 0.04% | −373−3.3% | Reduced |
| Carl P. Sherr & Co., LLC | 10,839 | $782.6K | 0.43% | −40.0% | Reduced |
| Atria Investments LLC | 10,654 | $769.2K | 0.01% | −5,671−34.7% | Reduced |
| Beacon Pointe Advisors, LLC | 10,615 | $766.4K | 0.01% | −1,786−14.4% | Reduced |
| Prosperity Wealth Management, Inc. | 10,583 | $764.1K | 0.36% | +3,665+53.0% | Added |
| Blueshift Asset Management, LLC | 10,526 | $760.0K | 0.30% | +10,526 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,410 | $751.6K | 0.05% | +10,410 | New |
| Pitcairn Co | 10,363 | $748.2K | 0.05% | +174+1.7% | Added |
| Colonial River Wealth Management, LLC | 10,347 | $747.1K | 0.41% | +2,346+29.3% | Added |
| Axxcess Wealth Management, LLC | 10,347 | $747.1K | 0.02% | +2,383+29.9% | Added |
| Abn Amro Investment Solutions | 10,300 | $743.7K | 0.02% | −33,461−76.5% | Reduced |
| New England Research & Management, Inc. | 10,243 | $740.0K | 0.38% | +10,243 | New |
| Mutual Advisors, LLC | 8,464 | $735.9K | 0.02% | +1,381+19.5% | Added |
| Rakuten Investment Management, Inc. | 9,839 | $730.5K | 0.00% | +9,839 | New |
| Investment Management Corp of Ontario | 10,100 | $729.2K | 0.01% | −13,842−57.8% | Reduced |
| AE Wealth Management LLC | 10,079 | $727.7K | 0.01% | +8,214+440.4% | Added |
| Carnegie Capital Asset Management, LLC | 11,378 | $726.1K | 0.02% | +3,240+39.8% | Added |
| Alight Capital Management LP | 10,000 | $722.0K | 0.38% | −15,000−60.0% | Reduced |
| Mirova | 10,000 | $722.0K | 0.13% | +7,072+241.5% | Added |
| Ostrum Asset Management | 9,948 | $718.2K | 0.04% | +37+0.4% | Added |
| Integrated Advisors Network LLC | 9,919 | $716.2K | 0.04% | −1,352−12.0% | Reduced |
| Itau Unibanco Holding S.A. | 9,869 | $713.0K | 0.03% | +9,460+2,313.0% | Added |
| Catalyst Capital Advisors LLC | 9,850 | $711.2K | 0.01% | −518−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,796 | $707.3K | 0.01% | −1,143−10.4% | Reduced |
| EdgeRock Capital LLC | 9,780 | $706.1K | 0.50% | +1,548+18.8% | Added |
| Ashton Thomas Private Wealth, LLC | 9,681 | $699.0K | 0.03% | +9,681 | New |
| Cresset Asset Management, LLC | 9,649 | $696.7K | 0.00% | −2,313−19.3% | Reduced |
| Altfest L J & Co Inc | 9,583 | $691.9K | 0.09% | +679+7.6% | Added |
| Wahed Invest LLC | 9,400 | $678.7K | 0.12% | +602+6.8% | Added |
| Lederer & Associates Investment Counsel | 9,384 | $678.0K | 0.50% | +9,384 | New |
| Shelton Wealth Management, LLC | 9,328 | $673.5K | 0.39% | −1,070−10.3% | Reduced |
| International Assets Investment Management, LLC | 9,313 | $672.4K | 0.06% | +5,702+157.9% | Added |
| Copeland Capital Management, LLC | 9,293 | $671.0K | 0.01% | +7,858+547.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,144 | $660.2K | 0.53% | +9,144 | New |
| Morris Retirement Advisors, LLC | 9,140 | $659.9K | 0.35% | +9,140 | New |
| Level Four Advisory Services, LLC | 9,087 | $656.1K | 0.03% | +6,568+260.7% | Added |
| Cito Capital Group, LLC | 9,000 | $650.0K | 0.25% | +8,000+800.0% | Added |
| NVWM, LLC | 8,974 | $647.9K | 0.17% | −147−1.6% | Reduced |
| NovaPoint Capital, LLC | 8,937 | $645.3K | 0.20% | +8,937 | New |
| Intellectus Partners, LLC | 8,920 | $644.0K | 0.16% | +420+4.9% | Added |
| Hilltop Holdings Inc. | 8,888 | $641.7K | 0.04% | +1,916+27.5% | Added |
| Mosaic Advisors LLC | 8,880 | $641.1K | 0.97% | +8,880 | New |
| Arlington Capital Management, Inc. | 8,867 | $640.2K | 0.49% | +18+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 8,862 | $639.8K | 0.01% | −67,499−88.4% | Reduced |
| Quartz Partners, LLC | 8,831 | $637.6K | 0.39% | −4,184−32.1% | Reduced |
| Custom Index Systems, LLC | 8,817 | $636.6K | 0.32% | +8,817 | New |
| Keybank National Association | 8,802 | $635.5K | 0.00% | +5,205+144.7% | Added |
| Chesley Taft & Associates LLC | 8,777 | $633.7K | 0.03% | −1,668−16.0% | Reduced |
| Richard W. Paul & Associates, LLC | 8,725 | $630.0K | 0.25% | +3,808+77.4% | Added |
| Congress Asset Management Co | 8,722 | $629.7K | 0.00% | −278−3.1% | Reduced |
| Citizens Financial Group Inc | 8,701 | $628.2K | 0.01% | +8,701 | New |
| Pallas Capital Advisors LLC | 8,669 | $625.9K | 0.03% | +3,292+61.2% | Added |
| RSM US Wealth Management LLC | 8,568 | $618.6K | 0.01% | −824−8.8% | Reduced |
| Ascent Group, LLC | 8,529 | $615.8K | 0.03% | +8,529 | New |
| National Asset Management, Inc. | 8,494 | $613.3K | 0.02% | −61−0.7% | Reduced |
| GWN Securities Inc. | 5,864 | $613.1K | 0.03% | +5,864 | New |
| Mirabella Financial Services LLP | 8,467 | $611.3K | 0.02% | +1,361+19.2% | Added |
| Perbak Capital Partners LLP | 8,460 | $610.8K | 0.45% | +8,460 | New |
| Gemmer Asset Management LLC | 8,266 | $596.8K | 0.06% | +8,266 | New |
| Sigma Planning Corp | 8,254 | $595.9K | 0.02% | −17,226−67.6% | Reduced |
| Portolan Capital Management, LLC | 8,234 | $594.5K | 0.05% | −72,397−89.8% | Reduced |
| Qtron Investments LLC | 8,222 | $593.6K | 0.09% | +3,714+82.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,189 | $591.2K | 0.48% | +8,189 | New |
| Wealth Effects LLC | 8,150 | $588.5K | 0.25% | +1,100+15.6% | Added |
| Kingswood Wealth Advisors, LLC | 8,110 | $586.0K | 0.05% | +210+2.7% | Added |
| Principal Securities, Inc. | 5,148 | $584.9K | 0.01% | +20+0.4% | Added |
| Westport Asset Management Inc | 8,000 | $577.6K | 0.28% | +8,000 | New |
| Emerald Advisers, LLC | 7,974 | $575.7K | 0.03% | +2,587+48.0% | Added |
| Stonegate Investment Group, LLC | 7,960 | $574.7K | 0.02% | −111−1.4% | Reduced |
| Prelude Capital Management, LLC | 7,942 | $573.4K | 0.06% | +4,333+120.1% | Added |
| Principal Street Partners, LLC | 7,841 | $566.1K | 0.11% | +61+0.8% | Added |
| PFG Investments, LLC | 7,836 | $565.7K | 0.04% | +2,404+44.3% | Added |
| StoneCrest Wealth Management, Inc. | 7,785 | $562.1K | 0.36% | +7,785 | New |
| Procyon Private Wealth Partners, LLC | 7,779 | $561.6K | 0.03% | −1,616−17.2% | Reduced |
| Benjamin Edwards Inc | 7,758 | $560.2K | 0.01% | +5,200+203.3% | Added |
| Sequoia Financial Advisors, LLC | 7,751 | $559.6K | 0.00% | −11−0.1% | Reduced |
| Ring Mountain Capital, LLC | 7,750 | $559.5K | 0.42% | +2,146+38.3% | Added |
| Concorde Asset Management, LLC | 7,641 | $556.4K | 0.30% | +7,641 | New |
| Virtu Financial LLC | 7,679 | $554.0K | 0.03% | −37,580−83.0% | Reduced |
| Independent Financial Group, LLC | 7,622 | $550.3K | 0.02% | +763+11.1% | Added |
| N.E.W. Advisory Services LLC | 7,602 | $548.9K | 0.04% | +7,602 | New |
| Sanders Morris Harris LLC | 7,250 | $544.9K | 0.08% | +250+3.6% | Added |
| JBR Co Financial Management Inc | 7,508 | $542.1K | 0.32% | +2,700+56.2% | Added |
| Hohimer Wealth Management, LLC | 7,493 | $541.0K | 0.11% | +7,493 | New |
| Prestige Wealth Management Group LLC | 7,485 | $540.4K | 0.12% | +3,790+102.6% | Added |
| Rakuten Securities, Inc. | 7,442 | $537.3K | 0.27% | +2,685+56.4% | Added |
| Oxford Asset Management LLP | 7,311 | $527.9K | 0.24% | +7,311 | New |
| Clear Harbor Asset Management, LLC | 7,300 | $527.1K | 0.04% | +7,300 | New |
| Wright Investors Service Inc | 7,283 | $525.8K | 0.17% | +598+8.9% | Added |
| Opinicus Capital, Inc. | 7,282 | $525.7K | 0.46% | +7,282 | New |
| Campbell & CO Investment Adviser LLC | 7,252 | $523.6K | 0.04% | +5,278+267.4% | Added |
| J. Goldman & Co LP | 7,178 | $518.3K | 0.02% | +7,178 | New |