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 |
---|---|---|---|---|---|
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
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
6,805
shares
|
$589,721
0.21% of portfolio
|
Q1 2025
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%
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
6,762
shares
|
$585,994
0.13% of portfolio
|
Q1 2025
Added 7.88%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
6,738
shares
|
$583,915
0.23% of portfolio
|
Q1 2025
Added 13.47%
|
|
Gallo Partners, LP
Bloomfield, NJ |
May 15, 2025 Q1 2025 |
6,735
shares
|
$583,655
0.32% of portfolio
|
Q1 2025
Reduced 58.1%
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
6,725
shares
|
$582,788
0.06% of portfolio
|
Q1 2025
New holding
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,724
shares
|
$582,701
0.46% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
Prakash Investment Advisors LLC
Andover, MA |
Apr 25, 2025 Q1 2025 |
6,720
shares
|
$582,355
0.54% of portfolio
|
Q1 2025
Added 85.64%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,705
shares
|
$581,055
0.01% of portfolio
|
Q1 2025
Added 14.17%
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
6,704
shares
|
$580,968
0.02% of portfolio
|
Q1 2025
Added 31.4%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
6,681
shares
|
$578,975
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,655
shares
|
$576,722
0.0% of portfolio
|
Q1 2025
Added 47.95%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
6,650
shares
|
$576,289
0.03% of portfolio
|
Q4 2024
Reduced 25.95%
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
6,584
shares
|
$570,569
0.23% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,577
shares
|
$569,962
0.19% of portfolio
|
Q1 2025
New holding
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
6,568
shares
|
$569,182
0.05% of portfolio
|
Q1 2025
Added 54.91%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
6,375
shares
|
$552,457
0.0% of portfolio
|
Q1 2025
Added 138.94%
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
6,347
shares
|
$550,031
0.02% of portfolio
|
Q1 2025
Added 28.72%
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
6,319
shares
|
$547,604
0.15% of portfolio
|
Q1 2025
Added 75.19%
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
6,263
shares
|
$542,751
0.53% of portfolio
|
Q1 2025
New holding
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
6,119
shares
|
$530,272
0.24% of portfolio
|
Q1 2025
Reduced 0.73%
|