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VRT in the 13F filings

Vertiv Holdings Co · CUSIP 92537N108

Sector · Technology hardware and equipmentTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 12 Nov 2024
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 24 listed it in both
Shares listed
55,240,446
combined, among listed positions
Reported value
$5.5bn
combined, at the quarter end

Among the 94 comparable managers: 17 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing VRT in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Fidelity (FMR LLC)12,188,541$1.2bn0.07%Trimmed-11,669,6555 Nov 2026 (the filing on sec.gov)
Invesco Ltd8,758,200$871m0.17%Added+137,58112 Nov 2024 (the filing on sec.gov)
Coatue Management LLC7,716,123$768m2.85%Trimmed-1,326,78914 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP3,915,446$390m0.07%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd3,009,947$299m0.15%Trimmed-285,10914 Nov 2024 (the filing on sec.gov)
Viking Global Investors LP2,813,448$280m1.02%Added+2,123,76114 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC2,076,812$207m0.31%Trimmed-447,30013 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,035,070$202munder 0.1%Trimmed-2,132,10314 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC1,613,402$156m0.22%Added+31,18314 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP1,408,587$140m0.12%Trimmed-1,343,90914 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,331,031$132m0.06%New-824,50614 Nov 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC1,110,834$111m1.55%Newnew14 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC923,159$92munder 0.1%Trimmed-100,23115 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC756,225$75m0.50%Added+77,90614 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC740,527$74m0.12%Added+349,49414 Nov 2024 (the filing on sec.gov)
Artisan Partners LP695,276$69m0.10%Trimmed-531,16012 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC613,487$61munder 0.1%Trimmed-793,14114 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC582,380$58m0.09%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Man Group PLC507,992$51m0.13%Added+31,17614 Nov 2024 (the filing on sec.gov)
D1 Capital Partners LP422,513$42m0.81%Newnew14 Nov 2024 (the filing on sec.gov)
Woodline Partners LP408,743$41m0.34%Added+370,51814 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP376,291$37m0.08%Trimmed-110,42514 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP326,095$32m0.18%Added+278,87413 Nov 2024 (the filing on sec.gov)
Moore Capital Management LP291,422$29m0.54%Trimmed-450,06514 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp282,654$28m0.10%Trimmed-227,70114 Nov 2024 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
29 in Q3 2024 to 27 in Q2 2026

Tracked managers listing it, at least.

0102030402020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
VRT by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20205$46mn.a.n.a.
Q2 20206$108mn.a.n.a.
Q3 202010$649mn.a.n.a.
Q4 202013$488mn.a.n.a.
Q1 202115$578mn.a.n.a.
Q2 202110$1.1bnn.a.n.a.
Q3 20218$610mn.a.n.a.
Q4 20218$540mn.a.n.a.
Q1 202210$362mn.a.n.a.
Q2 20227$137mn.a.n.a.
Q3 20223$178mn.a.n.a.
Q4 20225$430mn.a.n.a.
Q1 202310$473mn.a.n.a.
Q2 202318$1.7bnn.a.n.a.
Q3 202324$3.9bnn.a.n.a.
Q4 202322$4.8bn1311
Q1 202428$6.7bn1317
Q2 202431$6.2bn1714
Q3 202429$5.5bn1715
Q4 202427$5.9bn1415
Q1 202519$2.2bn1013
Q2 202523$4.3bn169
Q3 202525$5.6bn1610
Q4 202525$7.0bn2513
Q1 202623$8.7bn1921
Q2 202627$10.6bn2221

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

VRT and NVDA →VRT and AVGO →VRT and MU →Choose a stock to compare with VRT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own VRT, latest filings →Back to the 13F Explorer →