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 |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
3,010
shares
|
$260,846
0.15% of portfolio
|
Q1 2025
Reduced 81.4%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
3,000
shares
|
$259,980
1.28% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,996
shares
|
$259,633
0.02% of portfolio
|
Q1 2025
Reduced 38.51%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
2,954
shares
|
$255,993
0.01% of portfolio
|
Q1 2025
Added 38.88%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,947
shares
|
$255,387
0.01% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
2,931
shares
|
$254,000
0.07% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
2,930
shares
|
$253,913
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,904
shares
|
$251,660
0.11% of portfolio
|
Q2 2025
Reduced 85.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
2,900
shares
|
$251,314
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
2,893
shares
|
$250,707
0.13% of portfolio
|
Q1 2025
Added 26.17%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,871
shares
|
$248,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,867
shares
|
$248,454
0.02% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
2,867
shares
|
$248,454
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,863
shares
|
$248,107
0.01% of portfolio
|
Q1 2025
Reduced 88.38%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,852
shares
|
$247,154
0.0% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,845
shares
|
$246,547
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,841
shares
|
$246,201
0.07% of portfolio
|
Q2 2025
Added 53.65%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
2,825
shares
|
$244,814
0.0% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,820
shares
|
$244,381
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
2,809
shares
|
$243,427
0.14% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
2,793
shares
|
$242,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,775
shares
|
$240,481
0.2% of portfolio
|
Q1 2025
Reduced 53.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,763
shares
|
$239,441
0.02% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,721
shares
|
$235,801
0.01% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,654
shares
|
$229,995
0.01% of portfolio
|
Q1 2025
Reduced 66.83%
|