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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,825
shares
|
$418,134
0.02% of portfolio
|
Q3 2024
Added 23.43%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,804
shares
|
$416,314
0.01% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
4,802
shares
|
$416,141
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
4,771
shares
|
$413,454
0.47% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
4,740
shares
|
$410,768
0.01% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$407,302
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,694
shares
|
$406,782
0.05% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
4,675
shares
|
$405,135
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
4,666
shares
|
$404,355
0.01% of portfolio
|
Q2 2024
Added 16.24%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,664
shares
|
$404,182
0.01% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
4,602
shares
|
$398,809
0.01% of portfolio
|
Q3 2024
Reduced 38.24%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,600
shares
|
$398,636
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
4,599
shares
|
$398,549
0.04% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
4,588
shares
|
$397,596
0.01% of portfolio
|
Q3 2024
Reduced 91.0%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
4,585
shares
|
$397,336
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
4,524
shares
|
$392,049
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,519
shares
|
$391,616
0.0% of portfolio
|
Q3 2024
Reduced 39.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
4,467
shares
|
$387,110
0.05% of portfolio
|
Q3 2024
Added 55.16%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
4,461
shares
|
$386,590
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,453
shares
|
$385,896
0.01% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
4,386
shares
|
$380,090
0.0% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
4,379
shares
|
$379,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
4,375
shares
|
$379,137
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
4,325
shares
|
$374,804
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
4,310
shares
|
$373,504
0.03% of portfolio
|
Q3 2024
New holding
|