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 1,282 institutions that hold shares in the stock, with a total of 290 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 |
|---|---|---|---|---|---|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
9,384
shares
|
$813,217
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,328
shares
|
$808,364
0.45% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,313
shares
|
$807,064
0.06% of portfolio
|
Q1 2025
Added 157.91%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,293
shares
|
$805,331
0.02% of portfolio
|
Q1 2025
Added 547.6%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
9,144
shares
|
$792,419
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
9,140
shares
|
$792,072
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,087
shares
|
$787,479
0.03% of portfolio
|
Q1 2025
Added 260.74%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
9,000
shares
|
$779,940
0.25% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
8,974
shares
|
$777,686
0.22% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
8,937
shares
|
$774,480
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
8,920
shares
|
$773,007
0.2% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
8,888
shares
|
$770,234
0.05% of portfolio
|
Q1 2025
Added 27.48%
|
|
|
Mosaic Advisors LLC
Houston, TX |
May 05, 2025 Q1 2025 |
8,880
shares
|
$769,540
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
8,867
shares
|
$768,414
0.61% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,862
shares
|
$767,980
0.01% of portfolio
|
Q1 2025
Reduced 88.39%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
8,831
shares
|
$765,294
0.39% of portfolio
|
Q1 2025
Reduced 32.15%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,817
shares
|
$764,081
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
8,802
shares
|
$762,781
0.0% of portfolio
|
Q1 2025
Added 144.7%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
8,777
shares
|
$760,614
0.04% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
8,735
shares
|
$756,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
8,725
shares
|
$756,108
0.25% of portfolio
|
Q1 2025
Added 77.45%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
8,722
shares
|
$755,848
0.01% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
8,701
shares
|
$754,028
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
8,669
shares
|
$751,255
0.03% of portfolio
|
Q1 2025
Added 61.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
8,568
shares
|
$742,502
0.01% of portfolio
|
Q1 2025
Reduced 8.77%
|