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 1,294 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
3,310
shares
|
$286,844
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
3,310
shares
|
$286,844
0.0% of portfolio
|
Q1 2025
Added 200.91%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
3,306
shares
|
$286,497
0.0% of portfolio
|
Q1 2025
Reduced 99.02%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
3,287
shares
|
$284,851
0.06% of portfolio
|
Q1 2025
Reduced 22.11%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,287
shares
|
$284,851
0.13% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
3,275
shares
|
$283,811
0.01% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
3,256
shares
|
$282,164
0.07% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,244
shares
|
$281,125
0.02% of portfolio
|
Q1 2025
Reduced 25.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,243
shares
|
$281,038
0.01% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
3,242
shares
|
$280,951
0.04% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
3,195
shares
|
$276,878
0.13% of portfolio
|
Q1 2025
Added 26.79%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,193
shares
|
$276,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
3,172
shares
|
$274,885
0.04% of portfolio
|
Q1 2025
Reduced 49.81%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
3,121
shares
|
$270,465
0.05% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,103
shares
|
$268,905
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
3,094
shares
|
$268,126
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
3,085
shares
|
$267,346
0.06% of portfolio
|
Q1 2025
Added 64.97%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
3,082
shares
|
$267,086
0.2% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,076
shares
|
$266,566
0.22% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
3,076
shares
|
$266,566
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
3,044
shares
|
$263,793
0.09% of portfolio
|
Q1 2025
Added 59.46%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,021
shares
|
$261,799
0.04% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
3,015
shares
|
$261,279
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,015
shares
|
$261,279
0.01% of portfolio
|
Q1 2025
Added 15.25%
|