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 1,604 institutions that hold shares in the stock, with a total of 293 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
5,155
shares
|
$446,732
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
5,138
shares
|
$445,259
0.01% of portfolio
|
Q4 2025
Reduced 5.6%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,116
shares
|
$443,352
0.13% of portfolio
|
Q4 2025
Reduced 16.76%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
5,105
shares
|
$442,399
0.0% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,105
shares
|
$442,399
0.01% of portfolio
|
Q1 2024
Added 8.55%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
5,094
shares
|
$441,446
0.5% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
5,046
shares
|
$437,286
0.02% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,042
shares
|
$436,939
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
5,035
shares
|
$436,333
0.09% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,034
shares
|
$436,246
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.07% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.07% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.03% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$432,953
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,994
shares
|
$432,780
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$431,220
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foresight Group LTD Liability Partnership
London, X0 |
Nov 06, 2025 Q3 2025 |
4,964
shares
|
$430,180
0.11% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
4,943
shares
|
$428,360
0.17% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,941
shares
|
$428,187
0.01% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,930
shares
|
$427,233
0.26% of portfolio
|
Q3 2025
Added 38.76%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,925
shares
|
$426,800
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,849
shares
|
$420,214
0.21% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,815
shares
|
$417,267
0.02% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,810
shares
|
$416,834
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,807
shares
|
$416,574
0.07% of portfolio
|
Q3 2025
Added 65.19%
|
|