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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,545
shares
|
$393,869
0.02% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,521
shares
|
$391,789
0.04% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,497
shares
|
$389,710
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,490
shares
|
$389,103
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,437
shares
|
$384,510
0.03% of portfolio
|
Q1 2025
Reduced 33.08%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
4,425
shares
|
$383,470
0.18% of portfolio
|
Q1 2025
Added 570.45%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,420
shares
|
$383,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,417
shares
|
$382,777
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
4,375
shares
|
$379,137
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,367
shares
|
$378,444
0.02% of portfolio
|
Q1 2025
Added 85.44%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
4,364
shares
|
$378,184
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
4,356
shares
|
$377,490
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
4,356
shares
|
$377,490
0.01% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,353
shares
|
$377,230
0.17% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
4,353
shares
|
$377,230
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,351
shares
|
$377,057
0.03% of portfolio
|
Q1 2025
Added 52.61%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,344
shares
|
$376,451
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
4,330
shares
|
$375,237
0.24% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,254
shares
|
$368,651
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,247
shares
|
$368,045
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
4,199
shares
|
$363,885
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,189
shares
|
$363,018
0.02% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,182
shares
|
$362,412
0.01% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,169
shares
|
$361,285
0.1% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,158
shares
|
$360,332
0.01% of portfolio
|
Q1 2025
Reduced 43.15%
|