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 1,095 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,440
shares
|
$211,450
0.02% of portfolio
|
Q3 2024
Reduced 35.62%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
2,435
shares
|
$211,017
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,416
shares
|
$209,370
0.12% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
2,414
shares
|
$209,197
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
2,400
shares
|
$207,984
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$205,297
0.01% of portfolio
|
Q3 2024
Reduced 99.07%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
2,361
shares
|
$204,604
0.08% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,352
shares
|
$203,824
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,351
shares
|
$203,737
0.04% of portfolio
|
Q3 2024
Added 62.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,349
shares
|
$203,564
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,340
shares
|
$202,784
0.01% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,340
shares
|
$202,784
0.06% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,339
shares
|
$202,697
0.01% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,335
shares
|
$202,351
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,334
shares
|
$202,264
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
2,328
shares
|
$201,744
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,328
shares
|
$201,744
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,316
shares
|
$200,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
2,315
shares
|
$200,617
0.09% of portfolio
|
Q3 2024
Reduced 57.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,279
shares
|
$197,498
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$196,891
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,260
shares
|
$195,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,237
shares
|
$193,858
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,233
shares
|
$193,511
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
2,203
shares
|
$190,911
0.01% of portfolio
|
Q3 2024
Reduced 88.88%
|