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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
5,875
shares
|
$509,127
0.13% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
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%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
5,853
shares
|
$507,220
0.25% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$505,487
0.01% of portfolio
|
Q3 2024
Added 123.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,829
shares
|
$505,141
0.03% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,810
shares
|
$503,494
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,755
shares
|
$498,728
0.01% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
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%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
5,587
shares
|
$484,169
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,581
shares
|
$483,649
0.06% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,533
shares
|
$479,489
0.06% of portfolio
|
Q1 2025
Reduced 50.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,532
shares
|
$479,403
0.01% of portfolio
|
Q1 2025
Added 10.64%
|