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 1,585 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$505,487
0.01% of portfolio
|
Q3 2024
Added 123.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$505,054
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
5,791
shares
|
$501,848
0.05% of portfolio
|
Q3 2025
Added 42.15%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
5,767
shares
|
$499,768
0.31% of portfolio
|
Q3 2025
Added 32.15%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,751
shares
|
$498,381
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
5,710
shares
|
$494,828
0.3% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,682
shares
|
$492,402
0.0% of portfolio
|
Q3 2025
Added 30.32%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,668
shares
|
$491,188
0.03% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,659
shares
|
$490,408
0.02% of portfolio
|
Q3 2025
Added 119.34%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,646
shares
|
$489,282
0.04% of portfolio
|
Q3 2025
Added 32.19%
|
|
|
Monolith Management LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
5,625
shares
|
$487,462
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,616
shares
|
$486,682
0.25% of portfolio
|
Q3 2025
Reduced 44.17%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
5,596
shares
|
$484,949
0.31% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
5,590
shares
|
$484,429
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
5,587
shares
|
$484,169
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
5,577
shares
|
$483,302
0.13% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,576
shares
|
$483,216
0.02% of portfolio
|
Q3 2025
Added 60.41%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,545
shares
|
$480,529
0.01% of portfolio
|
Q3 2025
Added 164.68%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,545
shares
|
$480,529
1.19% of portfolio
|
Q2 2025
Reduced 37.56%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
5,540
shares
|
$480,096
0.26% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
5,538
shares
|
$479,923
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
5,527
shares
|
$478,969
0.16% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
5,523
shares
|
$478,623
0.07% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$476,630
0.05% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,500
shares
|
$476,630
0.44% of portfolio
|
Q3 2025
Reduced 6.78%
|
|