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 |
|---|---|---|---|---|---|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
6,780
shares
|
$587,554
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
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%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
6,440
shares
|
$558,090
0.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,396
shares
|
$554,277
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
6,322
shares
|
$547,864
0.04% of portfolio
|
Q1 2025
Reduced 67.6%
|
|
|
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%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
6,010
shares
|
$520,826
0.2% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,000
shares
|
$519,960
0.08% of portfolio
|
Q1 2025
Added 253.57%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
5,975
shares
|
$517,793
0.09% of portfolio
|
Q2 2025
Added 1.19%
|