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 1,095 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
542
shares
|
$46,969
0.0% of portfolio
|
Q2 2021
Added 82.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
503
shares
|
$43,589
0.0% of portfolio
|
Q2 2021
Reduced 33.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
501
shares
|
$43,416
0.01% of portfolio
|
Q2 2024
Reduced 49.95%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
500
shares
|
$43,330
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
463
shares
|
$40,123
0.0% of portfolio
|
Q3 2024
Reduced 98.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
458
shares
|
$39,690
0.01% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
447
shares
|
$38,737
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
442
shares
|
$38,303
0.03% of portfolio
|
Q3 2024
Added 96.44%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
423
shares
|
$36,657
0.0% of portfolio
|
Q3 2024
Added 384.63%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
423
shares
|
$36,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
386
shares
|
$33,450
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
381
shares
|
$33,017
0.03% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
377
shares
|
$32,670
0.0% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
373
shares
|
$32,324
0.0% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
366
shares
|
$31,717
0.01% of portfolio
|
Q3 2024
Added 2340.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
366
shares
|
$31,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
350
shares
|
$30,331
0.0% of portfolio
|
Q3 2024
Added 1650.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
333
shares
|
$28,857
0.0% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
301
shares
|
$26,084
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
300
shares
|
$25,998
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
300
shares
|
$25,998
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
300
shares
|
$25,998
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
300
shares
|
$25,998
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
276
shares
|
$23,918
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
213
shares
|
$18,458
0.02% of portfolio
|
Q3 2024
New holding
|