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 1,262 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $24.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,575
shares
|
$309,809
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
3,554
shares
|
$307,989
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,531
shares
|
$305,996
0.05% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
3,527
shares
|
$305,649
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,513
shares
|
$304,436
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
3,500
shares
|
$303,310
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
3,479
shares
|
$301,490
0.04% of portfolio
|
Q4 2024
Added 70.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,479
shares
|
$301,490
0.01% of portfolio
|
Q1 2025
Added 39.33%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
3,440
shares
|
$298,110
0.09% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
3,435
shares
|
$297,677
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,435
shares
|
$297,677
0.06% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
3,431
shares
|
$297,330
0.07% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,430
shares
|
$297,243
0.01% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
3,420
shares
|
$296,377
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
3,415
shares
|
$295,943
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,400
shares
|
$294,644
0.03% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
3,400
shares
|
$294,644
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
3,380
shares
|
$292,910
0.0% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
3,376
shares
|
$292,564
0.08% of portfolio
|
Q1 2025
Added 2622.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
3,372
shares
|
$292,217
0.01% of portfolio
|
Q1 2025
Reduced 78.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
3,371
shares
|
$292,130
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
3,351
shares
|
$290,397
0.21% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,332
shares
|
$288,751
0.02% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,330
shares
|
$288,577
0.01% of portfolio
|
Q1 2025
Added 35.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,328
shares
|
$288,404
0.0% of portfolio
|
Q1 2025
Added 2.72%
|