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 1,168 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,826
shares
|
$244,901
0.01% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,820
shares
|
$244,381
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,780
shares
|
$240,914
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,777
shares
|
$240,654
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,771
shares
|
$240,134
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,737
shares
|
$237,188
0.05% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,737
shares
|
$237,188
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,714
shares
|
$235,195
0.04% of portfolio
|
N/A
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,673
shares
|
$231,642
0.01% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,673
shares
|
$231,642
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,654
shares
|
$229,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,625
shares
|
$227,482
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
2,623
shares
|
$227,309
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$225,316
0.0% of portfolio
|
Q3 2024
Reduced 56.67%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
2,595
shares
|
$224,882
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,584
shares
|
$223,929
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
2,580
shares
|
$223,582
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,574
shares
|
$223,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,573
shares
|
$222,976
0.03% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
2,565
shares
|
$222,282
0.03% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
2,520
shares
|
$218,383
0.16% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$216,650
0.0% of portfolio
|
Q1 2022
Added 648.5%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
2,500
shares
|
$216,650
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,470
shares
|
$214,050
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,468
shares
|
$213,876
0.03% of portfolio
|
Q4 2024
Added 2.24%
|