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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
4,786
shares
|
$414,754
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
4,744
shares
|
$411,115
0.01% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,742
shares
|
$410,941
0.01% of portfolio
|
Q3 2025
Added 14.21%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,696
shares
|
$406,955
0.03% of portfolio
|
Q3 2025
Reduced 51.15%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
4,687
shares
|
$406,175
0.9% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Jan 22, 2026 Q4 2025 |
4,668
shares
|
$404,528
0.21% of portfolio
|
Q4 2025
Added 8.16%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,651
shares
|
$403,055
0.08% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
4,615
shares
|
$399,935
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,600
shares
|
$398,636
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
4,585
shares
|
$397,336
0.2% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,582
shares
|
$397,076
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,554
shares
|
$394,649
0.01% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,527
shares
|
$392,309
0.1% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
4,518
shares
|
$391,529
0.32% of portfolio
|
Q3 2025
Added 195.1%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
4,500
shares
|
$389,970
0.03% of portfolio
|
Q3 2025
Reduced 22.48%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
4,463
shares
|
$386,763
0.2% of portfolio
|
Q4 2025
Reduced 6.42%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
4,451
shares
|
$385,723
0.09% of portfolio
|
Q4 2025
Reduced 0.16%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
4,426
shares
|
$383,557
0.11% of portfolio
|
Q4 2025
Added 7.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,413
shares
|
$382,430
0.02% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
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
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,364
shares
|
$378,184
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,355
shares
|
$377,404
0.2% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
4,349
shares
|
$376,884
0.32% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,347
shares
|
$376,711
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,254
shares
|
$368,651
0.11% of portfolio
|
Q4 2023
New holding
|
|