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 1,262 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,530
shares
|
$479,229
0.01% of portfolio
|
Q1 2025
Added 172.41%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,500
shares
|
$476,630
0.07% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
5,495
shares
|
$476,196
0.03% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,464
shares
|
$473,510
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,430
shares
|
$470,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,429
shares
|
$470,477
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
5,378
shares
|
$466,057
0.08% of portfolio
|
Q1 2025
Added 55.61%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
5,321
shares
|
$461,117
0.03% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,305
shares
|
$459,731
0.02% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
5,256
shares
|
$455,484
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
5,247
shares
|
$454,705
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
5,211
shares
|
$451,585
0.12% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
5,203
shares
|
$450,891
0.01% of portfolio
|
Q1 2025
Reduced 84.08%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
5,203
shares
|
$450,891
0.28% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,202
shares
|
$450,805
0.02% of portfolio
|
Q1 2025
Added 58.02%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,165
shares
|
$447,598
0.1% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,162
shares
|
$447,338
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,148
shares
|
$446,125
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Foresight Group LTD Liability Partnership
London, X0 |
May 13, 2025 Q1 2025 |
5,123
shares
|
$443,959
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,105
shares
|
$442,399
0.01% of portfolio
|
Q1 2024
Added 8.55%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
May 09, 2025 Q1 2025 |
5,059
shares
|
$438,412
0.15% of portfolio
|
Q1 2025
New holding
|