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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
6,048
shares
|
$524,119
0.28% of portfolio
|
Q1 2025
Added 999.64%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
6,025
shares
|
$522,126
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,951
shares
|
$515,713
0.01% of portfolio
|
Q1 2025
Added 57.14%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,930
shares
|
$513,893
0.21% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
5,905
shares
|
$511,727
0.1% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,887
shares
|
$510,167
0.01% of portfolio
|
Q1 2025
Added 62.18%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,864
shares
|
$508,174
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
5,858
shares
|
$507,654
0.06% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$505,487
0.01% of portfolio
|
Q3 2024
Added 123.06%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,810
shares
|
$503,494
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,799
shares
|
$502,541
0.06% of portfolio
|
Q1 2025
Reduced 73.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,751
shares
|
$498,381
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,734
shares
|
$496,908
0.01% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,715
shares
|
$495,261
0.07% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
5,711
shares
|
$494,915
0.33% of portfolio
|
Q1 2025
Added 175.36%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
5,708
shares
|
$494,655
0.09% of portfolio
|
Q1 2025
Added 108.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,707
shares
|
$494,568
0.02% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
5,705
shares
|
$494,395
0.02% of portfolio
|
Q1 2025
Reduced 9.73%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
5,662
shares
|
$490,668
0.09% of portfolio
|
Q1 2025
Added 1958.91%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
5,630
shares
|
$487,895
0.06% of portfolio
|
Q1 2025
Added 87.42%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5,630
shares
|
$487,895
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,627
shares
|
$487,635
0.04% of portfolio
|
Q1 2025
Added 32.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,594
shares
|
$484,776
0.04% of portfolio
|
Q4 2024
Added 25.23%
|
|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
5,564
shares
|
$482,176
0.13% of portfolio
|
Q1 2025
Reduced 7.45%
|