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 1,592 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,461
shares
|
$646,570
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,412
shares
|
$642,323
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,400
shares
|
$641,284
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,362
shares
|
$637,990
0.01% of portfolio
|
Q3 2025
Added 192.26%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
7,351
shares
|
$637,037
0.24% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,330
shares
|
$635,217
0.21% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,288
shares
|
$631,578
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,233
shares
|
$626,811
0.06% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
7,220
shares
|
$625,685
0.01% of portfolio
|
Q4 2025
Added 9.76%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
7,062
shares
|
$611,992
0.14% of portfolio
|
Q4 2025
Reduced 40.13%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
6,998
shares
|
$606,446
0.26% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
6,947
shares
|
$602,027
0.58% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,919
shares
|
$599,600
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
6,892
shares
|
$597,260
0.27% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
6,889
shares
|
$597,000
0.02% of portfolio
|
Q3 2025
Added 118.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,884
shares
|
$596,567
0.0% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,833
shares
|
$592,147
0.18% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
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
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,816
shares
|
$590,674
0.08% of portfolio
|
Q3 2025
Reduced 52.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,787
shares
|
$588,161
0.11% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
6,765
shares
|
$586,254
0.02% of portfolio
|
Q4 2025
Added 32.05%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
6,750
shares
|
$584,955
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,724
shares
|
$582,701
0.14% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,724
shares
|
$582,701
0.46% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,667
shares
|
$577,762
0.03% of portfolio
|
Q3 2025
Added 4.38%
|
|