Vertiv Holdings Co
VRT- 交易所
- NYSE
- 產業
- Electronic Components, NEC
- SEC CIK
- 0001674101
近 90 天,Vertiv Holdings Co 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 2,061 家機構在 13F 申報持有,市值合計 $1,050 億;Coatue和Fundsmith兩位大師持有。
2024 年第 3 季 13F 持有人
Vertiv Holdings Co 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,024
- 較 2024 年第 2 季 +124 家
- 持有股數
- 3.21 億
- 較 2024 年第 2 季 +4,388 萬 (+15.8%)
- 總市值
- $319.6 億
- 較 2024 年第 2 季 +$79.9 億 (+33.3%)
- 新進機構
- 238
- 另有 421 家加碼
- 清倉機構
- 114
- 另有 290 家減碼
另有 9 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 VRT 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,061 | $1,050 億 |
| 2026 年第 1 季 | 1,841 | $786.7 億 |
| 2025 年第 4 季 | 1,614 | $485.0 億 |
| 2025 年第 3 季 | 1,436 | $453.0 億 |
| 2025 年第 2 季 | 1,310 | $394.1 億 |
| 2025 年第 1 季 | 1,148 | $216.6 億 |
| 2024 年第 4 季 | 1,202 | $355.0 億 |
| 2024 年第 3 季 | 1,024 | $319.6 億 |
| 2024 年第 2 季 | 909 | $269.5 億 |
| 2024 年第 1 季 | 759 | $251.6 億 |
| 2023 年第 4 季 | 583 | $165.1 億 |
| 2023 年第 3 季 | 454 | $127.1 億 |
| 2023 年第 2 季 | 352 | $84.4 億 |
| 2023 年第 1 季 | 298 | $48.5 億 |
| 2022 年第 4 季 | 286 | $46.7 億 |
| 2022 年第 3 季 | 254 | $34.0 億 |
| 2022 年第 2 季 | 290 | $27.7 億 |
| 2022 年第 1 季 | 294 | $46.6 億 |
| 2021 年第 4 季 | 307 | $81.9 億 |
| 2021 年第 3 季 | 294 | $78.3 億 |
| 2021 年第 2 季 | 294 | $92.3 億 |
| 2021 年第 1 季 | 278 | $65.5 億 |
2024 年第 3 季持有機構
每家機構持有 Vertiv Holdings Co 的股數、市值與佔組合比重;股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 3,484 | $43.4 萬 | 0.06% | +3,484 | 新進 |
| Dynamic Advisor Solutions LLC | 4,379 | $43.6 萬 | 0.01% | +4,379 | 新進 |
| Keybank National Association | 4,386 | $43.6 萬 | 0.00% | +456+11.6% | 加碼 |
| Mizuho Markets Americas LLC | 4,461 | $44.4 萬 | 0.01% | +4,461 | 新進 |
| Vise Technologies, Inc. | 4,467 | $44.4 萬 | 0.06% | +1,588+55.2% | 加碼 |
| D.A. Davidson & Co. | 4,519 | $45.0 萬 | 0.00% | −2,897−39.1% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,524 | $45.0 萬 | 0.17% | +4,524 | 新進 |
| Azzad Asset Management Inc | 4,585 | $45.6 萬 | 0.05% | +4,585 | 新進 |
| Exchange Traded Concepts, LLC | 4,588 | $45.6 萬 | 0.01% | −46,409−91.0% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 4,600 | $45.8 萬 | 0.07% | 00.0% | 不變 |
| Metis Global Partners, LLC | 4,602 | $45.8 萬 | 0.01% | −2,850−38.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,453 | $45.9 萬 | 0.01% | +198+4.7% | 加碼 |
| Hantz Financial Services, Inc. | 4,664 | $46.4 萬 | 0.01% | −508−9.8% | 減碼 |
| Segment Wealth Management, LLC | 4,675 | $46.5 萬 | 0.03% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,694 | $46.7 萬 | 0.06% | +610+14.9% | 加碼 |
| AlTi Global, Inc. | 4,700 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 4,740 | $47.3 萬 | 0.01% | +911+23.8% | 加碼 |
| Precision Wealth Strategies, LLC | 4,771 | $47.5 萬 | 0.44% | +165+3.6% | 加碼 |
| Financial Sense Advisors, Inc. | 4,802 | $47.8 萬 | 0.13% | +4,802 | 新進 |
| First Horizon Advisors, Inc. | 4,804 | $47.8 萬 | 0.01% | +1,166+32.1% | 加碼 |
| Farther Finance Advisors, LLC | 4,825 | $48.0 萬 | 0.02% | +916+23.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 4,852 | $48.3 萬 | 0.01% | +930+23.7% | 加碼 |
| Yousif Capital Management, LLC | 4,868 | $48.4 萬 | 0.01% | +70+1.5% | 加碼 |
| Insigneo Advisory Services, LLC | 4,887 | $48.6 萬 | 0.05% | +4,887 | 新進 |
| Diametric Capital, LP | 4,898 | $48.7 萬 | 0.24% | +4,898 | 新進 |
| Nomura Holdings Inc | 4,904 | $48.8 萬 | 0.00% | −56,626−92.0% | 減碼 |
| JBR Co Financial Management Inc | 4,961 | $49.4 萬 | 0.32% | +2,064+71.2% | 加碼 |
| Paloma Partners Management Co | 4,975 | $49.5 萬 | 0.03% | +4,975 | 新進 |
| TownSquare Capital, LLC | 4,990 | $49.6 萬 | 0.01% | +642+14.8% | 加碼 |
| Capital Analysts, LLC | 5,000 | $49.7 萬 | 0.02% | +5,000 | 新進 |
| Advent Capital Management | 5,000 | $49.7 萬 | 0.01% | +5,000 | 新進 |
| Richard W. Paul & Associates, LLC | 5,032 | $50.1 萬 | 0.18% | −1,693−25.2% | 減碼 |
| Oak Thistle LLC | 5,062 | $50.4 萬 | 0.16% | +5,062 | 新進 |
| Kingswood Wealth Advisors, LLC | 5,067 | $50.4 萬 | 0.04% | −5,723−53.0% | 減碼 |
| Arlington Financial Advisors, LLC | 5,150 | $51.2 萬 | 0.11% | +1,500+41.1% | 加碼 |
| Claro Advisors LLC | 5,155 | $51.3 萬 | 0.07% | +2,197+74.3% | 加碼 |
| Axq Capital, LP | 5,158 | $51.3 萬 | 0.15% | −13,192−71.9% | 減碼 |
| Winton Group Ltd | 5,170 | $51.4 萬 | 0.04% | +1,186+29.8% | 加碼 |
| Hilltop Holdings Inc. | 5,187 | $51.6 萬 | 0.03% | +5,187 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,195 | $51.7 萬 | 0.02% | −3,620−41.1% | 減碼 |
| Algert Global LLC | 5,211 | $51.8 萬 | 0.01% | +5,211 | 新進 |
| Tower Research Capital LLC (TRC) | 5,217 | $51.9 萬 | 0.01% | −10,637−67.1% | 減碼 |
| Colony Group, LLC | 5,230 | $52.0 萬 | 0.00% | −3,156−37.6% | 減碼 |
| Sovereign Financial Group, Inc. | 5,282 | $52.6 萬 | 0.12% | −1,774−25.1% | 減碼 |
| Coldstream Capital Management Inc | 5,134 | $52.8 萬 | 0.01% | +468+10.0% | 加碼 |
| C M Bidwell & Associates Ltd | 5,317 | $52.9 萬 | 0.32% | −96−1.8% | 減碼 |
| Churchill Management Corp | 5,331 | $53.0 萬 | 0.01% | −434−7.5% | 減碼 |
| Petra Financial Advisors Inc | 5,360 | $53.3 萬 | 0.35% | −2,908−35.2% | 減碼 |
| Dynasty Wealth Management, LLC | 5,400 | $53.7 萬 | 0.02% | −271−4.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 5,422 | $53.9 萬 | 0.04% | +5,422 | 新進 |
| Quantum Private Wealth, LLC | 5,438 | $54.1 萬 | 0.18% | +2,316+74.2% | 加碼 |
| Veracity Capital LLC | 5,440 | $54.1 萬 | 0.21% | +5,440 | 新進 |
| Empowered Funds, LLC | 5,498 | $54.7 萬 | 0.01% | +335+6.5% | 加碼 |
| Lake Street Advisors Group, LLC | 5,596 | $55.7 萬 | 0.03% | +459+8.9% | 加碼 |
| TD Waterhouse Canada Inc. | 5,711 | $55.7 萬 | 0.00% | +605+11.8% | 加碼 |
| Snowden Capital Advisors LLC | 5,633 | $56.0 萬 | 0.02% | −2,466−30.4% | 減碼 |
| Independent Financial Group, LLC | 5,661 | $56.3 萬 | 0.02% | −4,861−46.2% | 減碼 |
| Stephens Inc | 5,678 | $56.5 萬 | 0.01% | −8,859−60.9% | 減碼 |
| Green Square Capital Advisors LLC | 5,750 | $56.6 萬 | 0.08% | +750+15.0% | 加碼 |
| Pallas Capital Advisors LLC | 5,151 | $56.7 萬 | 0.02% | −2,137−29.3% | 減碼 |
| Arkadios Wealth Advisors | 5,706 | $56.8 萬 | 0.03% | +787+16.0% | 加碼 |
| New Wave Wealth Advisors LLC | 5,759 | $57.3 萬 | 0.26% | +5,759 | 新進 |
| Heritage Oak Wealth Advisors LLC | 5,759 | $57.3 萬 | 0.26% | +5,759 | 新進 |
| IAM Advisory, LLC | 5,819 | $57.9 萬 | 0.15% | +337+6.1% | 加碼 |
| Raymond James Trust N.A. | 5,833 | $58.0 萬 | 0.01% | +3,218+123.1% | 加碼 |
| Bryn Mawr Trust Co | 5,865 | $58.4 萬 | 0.01% | +5,865 | 新進 |
| Impact Partnership Wealth, LLC | 5,939 | $59.1 萬 | 0.13% | +5,939 | 新進 |
| American Trust | 5,948 | $59.2 萬 | 0.05% | −503−7.8% | 減碼 |
| Arete Wealth Advisors, LLC | 5,963 | $59.3 萬 | 0.05% | −4,418−42.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,163 | $61.3 萬 | 0.01% | +1,830+42.2% | 加碼 |
| National Bank of Canada | 6,164 | $61.3 萬 | 0.00% | +677+12.3% | 加碼 |
| Qtron Investments LLC | 6,222 | $61.9 萬 | 0.08% | +3,606+137.8% | 加碼 |
| Moors & Cabot, Inc. | 6,235 | $62.0 萬 | 0.03% | +610+10.8% | 加碼 |
| GLOBALT Investments LLC | 6,341 | $63.1 萬 | 0.02% | +184+3.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 6,348 | $63.2 萬 | 0.02% | +2,859+81.9% | 加碼 |
| Rakuten Investment Management, Inc. | 6,506 | $64.0 萬 | 0.00% | +1,515+30.4% | 加碼 |
| Spirit of America Management Corp | 6,450 | $64.2 萬 | 0.13% | +2,900+81.7% | 加碼 |
| WealthPlan Investment Management, LLC | 6,478 | $64.5 萬 | 0.07% | +6,478 | 新進 |
| Eqis Capital Management, Inc. | 6,529 | $65.0 萬 | 0.05% | −81−1.2% | 減碼 |
| Numerai GP LLC | 6,538 | $65.0 萬 | 0.17% | −32,367−83.2% | 減碼 |
| Menard Financial Group LLC | 6,553 | $65.2 萬 | 0.43% | +1,276+24.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,555 | $65.2 萬 | 0.03% | +6,555 | 新進 |
| Signaturefd, LLC | 6,567 | $65.3 萬 | 0.01% | +957+17.1% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,578 | $65.4 萬 | 0.01% | +6,578 | 新進 |
| National Asset Management, Inc. | 6,502 | $66.0 萬 | 0.02% | +1,021+18.6% | 加碼 |
| Quadcap Wealth Management, LLC | 6,634 | $66.0 萬 | 0.10% | −145−2.1% | 減碼 |
| Wealth Effects LLC | 6,650 | $66.2 萬 | 0.23% | −250−3.6% | 減碼 |
| Altfest L J & Co Inc | 6,663 | $66.3 萬 | 0.09% | +6,663 | 新進 |
| Qsemble Capital Management, LP | 6,694 | $66.6 萬 | 0.12% | −24,688−78.7% | 減碼 |
| Mutual Advisors, LLC | 6,075 | $66.8 萬 | 0.02% | +2,563+73.0% | 加碼 |
| Pinebridge Investments, L.P. | 6,757 | $67.2 萬 | 0.01% | −2,022−23.0% | 減碼 |
| Gateway Advisory, LLC | 6,787 | $67.5 萬 | 0.11% | −177−2.5% | 減碼 |
| Blair William & Co | 6,868 | $68.3 萬 | 0.00% | +11+0.2% | 加碼 |
| Corebridge Financial, Inc. | 6,876 | $68.4 萬 | 0.00% | −246−3.5% | 減碼 |
| Total Clarity Wealth Management, Inc. | 6,884 | $68.5 萬 | 0.22% | +6,884 | 新進 |
| Bridgefront Capital, LLC | 6,962 | $69.3 萬 | 0.27% | +3,623+108.5% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 7,000 | $69.6 萬 | 0.01% | +7,000 | 新進 |
| Sanders Morris Harris LLC | 7,000 | $69.6 萬 | 0.12% | 00.0% | 不變 |
| Caption Management, LLC | 7,000 | $69.6 萬 | 0.07% | +7,000 | 新進 |
| Park Avenue Securities LLC | 7,065 | $70.3 萬 | 0.01% | −1,220−14.7% | 減碼 |