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 1,294 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
17,932
shares
|
$1.55 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
17,820
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
17,700
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2023
Reduced 57.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,288
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 99.42%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
17,263
shares
|
$1.5 Million
1.27% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
17,141
shares
|
$1.49 Million
0.57% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,841
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 170.06%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
16,819
shares
|
$1.46 Million
0.55% of portfolio
|
Q2 2025
Added 53.18%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
16,756
shares
|
$1.45 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
16,735
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16,313
shares
|
$1.41 Million
0.14% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
16,250
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
16,225
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
16,140
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,107
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
16,000
shares
|
$1.39 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,919
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
15,812
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2023
Added 18.42%
|
|
|
Cloverfields Capital Group, LP
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,688
shares
|
$1.36 Million
0.5% of portfolio
|
Q1 2025
Reduced 40.16%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
15,651
shares
|
$1.36 Million
0.9% of portfolio
|
Q1 2025
Added 22.27%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
15,390
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2024
Reduced 78.75%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,384
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
May 15, 2025 Q1 2025 |
15,377
shares
|
$1.33 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
15,261
shares
|
$1.32 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Quaero Capital S.A.
|
Apr 24, 2025 Q1 2025 |
15,251
shares
|
$1.32 Million
4.66% of portfolio
|
Q1 2025
Reduced 24.97%
|