Institutional Ownership Vertiv Holdings CO (VRT)
This table provides information about the institutional ownership of Vertiv Holdings CO (VRT). We have compiled data on the 1,262 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
32,950
shares
|
$2.86 Million
0.26% of portfolio
|
Q1 2025
Added 21.36%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
32,742
shares
|
$2.84 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
32,652
shares
|
$2.83 Million
0.24% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
32,326
shares
|
$2.8 Million
0.4% of portfolio
|
Q1 2025
Added 832.66%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
31,406
shares
|
$2.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
31,149
shares
|
$2.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 22.3%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
31,135
shares
|
$2.7 Million
0.54% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
31,062
shares
|
$2.69 Million
0.11% of portfolio
|
Q1 2025
Added 356.19%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
30,923
shares
|
$2.68 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
30,877
shares
|
$2.68 Million
0.04% of portfolio
|
Q1 2025
Added 95.52%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
30,854
shares
|
$2.67 Million
0.26% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,654
shares
|
$2.66 Million
1.78% of portfolio
|
Q1 2025
Added 628.3%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
30,547
shares
|
$2.65 Million
0.54% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
30,210
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
30,160
shares
|
$2.61 Million
0.84% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
30,000
shares
|
$2.6 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
29,408
shares
|
$2.55 Million
0.64% of portfolio
|
Q1 2025
Added 68.94%
|
|
|
Graphene Investments Sas
Paris, I0 |
Apr 24, 2025 Q1 2025 |
29,400
shares
|
$2.55 Million
1.55% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
29,079
shares
|
$2.52 Million
0.22% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Ayrshire Capital Management LLC
|
Apr 14, 2025 Q1 2025 |
29,064
shares
|
$2.52 Million
1.3% of portfolio
|
Q1 2025
Added 387.57%
|
|
|
Tredje Ap Fonden
|
May 08, 2025 Q1 2025 |
28,487
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 61.5%
|
|
|
Electron Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,384
shares
|
$2.46 Million
0.17% of portfolio
|
Q1 2025
Added 34.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
28,310
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Added 54.51%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
28,287
shares
|
$2.45 Million
0.66% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Anson Funds Management LP
Dallas, TX |
May 14, 2025 Q1 2025 |
28,089
shares
|
$2.43 Million
0.44% of portfolio
|
Q1 2025
Added 180.89%
|