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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,544
shares
|
$653,763
0.3% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
7,508
shares
|
$650,643
0.32% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
7,493
shares
|
$649,343
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
7,485
shares
|
$648,650
0.14% of portfolio
|
Q1 2025
Added 102.57%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
7,442
shares
|
$644,923
0.27% of portfolio
|
Q1 2025
Added 56.44%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
7,409
shares
|
$642,063
0.3% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
7,282
shares
|
$631,058
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
7,252
shares
|
$628,458
0.05% of portfolio
|
Q1 2025
Added 267.38%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
7,250
shares
|
$628,285
0.1% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
7,178
shares
|
$622,045
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
7,086
shares
|
$614,072
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,064
shares
|
$612,166
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
7,042
shares
|
$610,259
0.21% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
7,022
shares
|
$608,526
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
6,991
shares
|
$605,840
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,931
shares
|
$600,640
0.01% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
6,892
shares
|
$597,260
0.27% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
6,891
shares
|
$597,174
0.19% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
6,852
shares
|
$593,794
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
6,833
shares
|
$592,147
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,833
shares
|
$592,147
0.06% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
Aug 01, 2024 Q2 2024 |
6,824
shares
|
$591,367
7.48% of portfolio
|
Q2 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
6,800
shares
|
$589,288
0.0% of portfolio
|
Q4 2024
Reduced 18.07%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
6,794
shares
|
$588,768
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,787
shares
|
$588,161
0.11% of portfolio
|
Q3 2024
Reduced 2.54%
|