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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 7,172 | $517.8K | 0.02% | +7,172 | New |
| Covenant Asset Management, LLC | 7,086 | $511.6K | 0.13% | +7,086 | New |
| Guardian Capital LP | 7,064 | $510.0K | 0.02% | +7,064 | New |
| Cullinan Associates Inc | 7,022 | $507.0K | 0.04% | +7,022 | New |
| Coldstream Capital Management Inc | 6,931 | $500.4K | 0.01% | +488+7.6% | Added |
| Key Client Fiduciary Advisors, LLC | 6,929 | $500.3K | 0.23% | +3,410+96.9% | Added |
| Peterson Wealth Services | 6,891 | $497.5K | 0.15% | +103+1.5% | Added |
| Roberts Capital Advisors, LLC | 6,852 | $494.7K | 0.43% | +6,852 | New |
| WealthPlan Investment Management, LLC | 6,833 | $493.4K | 0.05% | +86+1.3% | Added |
| Strategic Investment Advisors | 6,833 | $493.3K | 0.05% | +6,833 | New |
| Dover Advisors, LLC | 6,805 | $491.3K | 0.21% | +6,805 | New |
| UniSuper Management Pty Ltd | 6,800 | $491.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 6,794 | $490.5K | 0.16% | +6,794 | New |
| Chokshi & Queen Wealth Advisors, Inc | 6,780 | $489.5K | 0.32% | +6,780 | New |
| Woodard & Co Asset Management Group Inc | 6,762 | $488.2K | 0.10% | +494+7.9% | Added |
| Quantum Private Wealth, LLC | 6,738 | $486.5K | 0.18% | +800+13.5% | Added |
| Gallo Partners, LP | 6,735 | $486.3K | 0.32% | −9,338−58.1% | Reduced |
| Petrus Trust Company, LTA | 6,725 | $485.5K | 0.05% | +6,725 | New |
| Prakash Investment Advisors LLC | 6,720 | $485.2K | 0.54% | +3,100+85.6% | Added |
| Kingsview Wealth Management, LLC | 6,705 | $484.1K | 0.01% | +832+14.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,704 | $484.0K | 0.01% | +1,602+31.4% | Added |
| Signaturefd, LLC | 6,681 | $482.3K | 0.01% | −387−5.5% | Reduced |
| HB Wealth Management, LLC | 6,655 | $480.5K | 0.00% | +2,157+48.0% | Added |
| Hillsdale Investment Management Inc. | 6,650 | $480.1K | 0.02% | 00.0% | Unchanged |
| Kane Investment Management, Inc. | 6,584 | $475.3K | 0.23% | −527−7.4% | Reduced |
| Outlook Wealth Advisors, LLC | 6,577 | $474.9K | 0.13% | +6,577 | New |
| Westpac Banking Corp | 6,401 | $462.2K | 0.03% | −6,872−51.8% | Reduced |
| Belpointe Asset Management LLC | 6,396 | $461.8K | 0.02% | +6,396 | New |
| Plato Investment Management Ltd | 6,322 | $461.4K | 0.04% | −13,191−67.6% | Reduced |
| Huntington National Bank | 6,375 | $460.3K | 0.00% | +3,707+138.9% | Added |
| Corebridge Financial, Inc. | 6,357 | $459.0K | 0.00% | −245−3.7% | Reduced |
| Metis Global Partners, LLC | 6,347 | $458.3K | 0.01% | +1,416+28.7% | Added |
| FDx Advisors, Inc. | 6,319 | $456.0K | 0.15% | +2,712+75.2% | Added |
| Grange Capital, LLC | 6,263 | $452.2K | 0.53% | +6,263 | New |
| Farther Finance Advisors, LLC | 5,887 | $443.1K | 0.01% | +2,257+62.2% | Added |
| Richmond Investment Services, LLC | 6,119 | $441.8K | 0.24% | −45−0.7% | Reduced |
| S.A. Mason LLC | 6,048 | $436.7K | 0.23% | +5,498+999.6% | Added |
| Congress Park Capital LLC | 6,025 | $435.0K | 0.16% | +6,025 | New |
| Guidance Capital, Inc | 4,566 | $433.8K | 0.13% | +1,452+46.6% | Added |
| Equitable Holdings, Inc. | 5,951 | $429.7K | 0.00% | +2,164+57.1% | Added |
| Presidio Capital Management, LLC | 5,930 | $428.1K | 0.18% | +1,305+28.2% | Added |
| Arthur M. Cohen & Associates, LLC | 5,905 | $426.3K | 0.08% | +1,380+30.5% | Added |
| Quadcap Wealth Management, LLC | 5,858 | $423.0K | 0.06% | −432−6.9% | Reduced |
| Global Assets Advisory, LLC | 6,000 | $422.0K | 0.08% | +4,303+253.6% | Added |
| D.A. Davidson & Co. | 5,810 | $419.5K | 0.00% | +1,026+21.4% | Added |
| SeaCrest Wealth Management, LLC | 5,799 | $418.7K | 0.05% | −16,059−73.5% | Reduced |
| Mission Wealth Management, LP | 5,734 | $414.0K | 0.01% | +556+10.7% | Added |
| Claro Advisors LLC | 5,715 | $412.7K | 0.06% | +530+10.2% | Added |
| FSA Advisors, Inc. | 5,711 | $412.4K | 0.33% | +3,637+175.4% | Added |
| Optas, LLC | 5,708 | $412.1K | 0.07% | +2,971+108.5% | Added |
| IFP Advisors, Inc | 5,707 | $412.1K | 0.01% | −1,454−20.3% | Reduced |
| GLOBALT Investments LLC | 5,705 | $411.9K | 0.02% | −615−9.7% | Reduced |
| Quarry LP | 5,662 | $408.8K | 0.11% | +5,387+1,958.9% | Added |
| Strategies Wealth Advisors, LLC | 5,630 | $406.5K | 0.05% | +5,630 | New |
| Paradigm Financial Partners, LLC | 5,630 | $406.5K | 0.05% | +2,626+87.4% | Added |
| Parcion Private Wealth LLC | 5,627 | $406.3K | 0.03% | +1,384+32.6% | Added |
| IAM Advisory, LLC | 5,564 | $401.7K | 0.10% | −448−7.5% | Reduced |
| Golden State Wealth Management, LLC | 5,533 | $399.5K | 0.06% | +1,590+40.3% | Added |
| Chicago Partners Investment Group LLC | 4,182 | $399.5K | 0.01% | −255−5.7% | Reduced |
| Eastern Bank | 5,530 | $399.3K | 0.01% | +3,500+172.4% | Added |
| Capital Analysts, LLC | 5,532 | $399.0K | 0.01% | +532+10.6% | Added |
| Green Square Capital Advisors LLC | 5,500 | $397.1K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,495 | $396.7K | 0.02% | +251+4.8% | Added |
| Arete Wealth Advisors, LLC | 5,464 | $395.0K | 0.03% | +72+1.3% | Added |
| Westwood Holdings Group Inc. | 5,430 | $392.0K | 0.00% | +5,430 | New |
| Concurrent Investment Advisors, LLC | 5,429 | $392.0K | 0.01% | +5,429 | New |
| Hudock, Inc. | 5,378 | $388.3K | 0.07% | +1,922+55.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,321 | $384.2K | 0.02% | −1,400−20.8% | Reduced |
| Plancorp, LLC | 5,305 | $383.0K | 0.02% | +1,120+26.8% | Added |
| Foresight Group Ltd Liability Partnership | 5,123 | $380.1K | 0.05% | +5,123 | New |
| Florida Financial Advisors, LLC | 5,256 | $379.5K | 0.15% | +5,256 | New |
| Accent Capital Management, LLC | 5,247 | $378.8K | 0.22% | +5,247 | New |
| Delta Investment Management, LLC | 5,211 | $376.2K | 0.08% | +579+12.5% | Added |
| C M Bidwell & Associates Ltd | 5,203 | $375.7K | 0.23% | −52−1.0% | Reduced |
| Diversified Trust Co | 5,203 | $375.7K | 0.01% | −27,485−84.1% | Reduced |
| Focus Financial Network, Inc. | 5,202 | $375.6K | 0.02% | +1,910+58.0% | Added |
| SkyOak Wealth, LLC | 5,165 | $372.9K | 0.08% | +1,000+24.0% | Added |
| Western Wealth Management, LLC | 5,162 | $372.7K | 0.02% | +5,162 | New |
| Parus Finance (UK) Ltd | 5,059 | $365.3K | 0.12% | +5,059 | New |
| LJI Wealth Management, LLC | 5,026 | $362.9K | 0.07% | +5,026 | New |
| Yousif Capital Management, LLC | 5,014 | $362.0K | 0.00% | +126+2.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,005 | $361.4K | 0.09% | +1,351+37.0% | Added |
| Shelton Capital Management | 5,000 | $361.0K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 5,000 | $361.0K | 0.06% | +3,000+150.0% | Added |
| Allianz SE | 4,987 | $360.1K | 0.01% | −383−7.1% | Reduced |
| Segment Wealth Management, LLC | 4,955 | $357.8K | 0.02% | +110+2.3% | Added |
| McDonald Partners LLC | 4,925 | $355.6K | 0.09% | +4,925 | New |
| Veracity Capital LLC | 4,916 | $354.9K | 0.14% | −782−13.7% | Reduced |
| Inceptionr LLC | 4,816 | $347.7K | 0.10% | +4,816 | New |
| NTV Asset Management LLC | 4,800 | $346.6K | 0.05% | +4,800 | New |
| Novare Capital Management LLC | 4,790 | $345.8K | 0.03% | +1,235+34.7% | Added |
| Westbourne Investments, Inc. | 4,760 | $343.7K | 0.21% | +4,760 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,752 | $343.1K | 0.00% | −38,153−88.9% | Reduced |
| AlTi Global, Inc. | 4,750 | $342.9K | 0.01% | +50+1.1% | Added |
| B&L Asset Management LLC | 4,741 | $342.3K | 0.22% | +370+8.5% | Added |
| Huntleigh Advisors, Inc. | 4,728 | $341.4K | 0.06% | −34−0.7% | Reduced |
| Berbice Capital Management LLC | 4,700 | $339.3K | 0.29% | +1,300+38.2% | Added |
| Rithm Capital Corp. | 4,700 | $339.3K | 0.76% | +4,700 | New |
| Kingsman Wealth Management, Inc. | 4,694 | $338.9K | 0.25% | +4,694 | New |
| Harmony Asset Management LLC | 4,690 | $338.6K | 0.14% | +1,545+49.1% | Added |