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 |
|---|---|---|---|---|---|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
12,375
shares
|
$1.07 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
12,362
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
12,277
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
12,250
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
12,202
shares
|
$1.06 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
12,130
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 59.82%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,027
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
12,019
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2025
Added 34.5%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
12,000
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 94.83%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
11,919
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 50.78%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,863
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
11,703
shares
|
$1.01 Million
0.08% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
11,700
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Added 65.96%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
11,571
shares
|
$1 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
11,557
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,385
shares
|
$986,624
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,378
shares
|
$986,017
0.02% of portfolio
|
Q1 2025
Added 39.81%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,332
shares
|
$982,031
0.03% of portfolio
|
Q1 2025
Added 85.89%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
11,083
shares
|
$960,452
0.27% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
11,000
shares
|
$953,260
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,946
shares
|
$948,580
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
10,912
shares
|
$945,633
0.86% of portfolio
|
Q1 2025
Added 27.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,910
shares
|
$945,460
0.07% of portfolio
|
Q2 2025
Added 49.45%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
10,883
shares
|
$943,120
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,883
shares
|
$943,120
0.04% of portfolio
|
Q4 2022
Reduced 58.4%
|