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 1,095 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6,164
shares
|
$534,172
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,163
shares
|
$534,085
0.01% of portfolio
|
Q3 2024
Added 42.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,075
shares
|
$526,459
0.02% of portfolio
|
Q3 2024
Added 72.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,963
shares
|
$516,753
0.05% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
5,939
shares
|
$514,673
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tt International Asset Management LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
5,918
shares
|
$512,853
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$505,487
0.01% of portfolio
|
Q3 2024
Added 123.06%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
5,819
shares
|
$504,274
0.13% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
5,759
shares
|
$499,074
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
5,759
shares
|
$499,074
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,750
shares
|
$498,295
0.07% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,711
shares
|
$494,915
0.0% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
5,706
shares
|
$494,481
0.03% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
5,678
shares
|
$492,055
0.01% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,633
shares
|
$488,155
0.01% of portfolio
|
Q3 2024
Reduced 30.45%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,596
shares
|
$484,949
0.02% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
5,498
shares
|
$476,456
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
5,481
shares
|
$474,983
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
5,440
shares
|
$471,430
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
5,438
shares
|
$471,257
0.17% of portfolio
|
Q3 2024
Added 74.18%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,422
shares
|
$469,870
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$467,964
0.02% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
5,360
shares
|
$464,497
0.35% of portfolio
|
Q3 2024
Reduced 35.17%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
5,331
shares
|
$461,984
0.01% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$460,771
0.28% of portfolio
|
Q3 2024
Reduced 1.77%
|