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 |
|---|---|---|---|---|---|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
2,308
shares
|
$200,011
0.11% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
2,274
shares
|
$197,064
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,238
shares
|
$193,945
0.01% of portfolio
|
Q1 2025
Added 130.48%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
2,237
shares
|
$193,858
0.07% of portfolio
|
Q1 2025
Added 152.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
2,132
shares
|
$184,759
0.08% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,106
shares
|
$182,505
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,104
shares
|
$182,332
0.0% of portfolio
|
Q1 2025
Added 74.32%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,098
shares
|
$181,812
0.07% of portfolio
|
Q1 2025
Added 37.94%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,001
shares
|
$173,406
0.03% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
2,000
shares
|
$173,320
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,908
shares
|
$165,347
0.01% of portfolio
|
Q1 2025
Added 34.46%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,883
shares
|
$163,180
0.02% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,849
shares
|
$160,234
0.06% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,800
shares
|
$155,988
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,746
shares
|
$151,308
0.01% of portfolio
|
Q1 2025
Added 40.81%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,736
shares
|
$150,441
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,736
shares
|
$150,441
0.01% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,650
shares
|
$142,989
0.0% of portfolio
|
Q1 2025
Added 725.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,641
shares
|
$142,209
0.01% of portfolio
|
Q1 2025
Reduced 50.42%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,632
shares
|
$141,429
0.02% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,628
shares
|
$141,082
0.05% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,571
shares
|
$136,142
0.09% of portfolio
|
Q1 2025
Added 153.39%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,549
shares
|
$134,236
0.0% of portfolio
|
Q1 2025
Added 37.57%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,506
shares
|
$130,509
0.02% of portfolio
|
Q1 2025
Reduced 30.66%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
1,485
shares
|
$128,690
0.01% of portfolio
|
Q1 2025
Added 271.25%
|