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 1,597 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
3,500
shares
|
$303,310
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Deltec Asset Management LLC
|
Oct 24, 2025 Q3 2025 |
3,500
shares
|
$303,310
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,496
shares
|
$302,963
0.04% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
3,492
shares
|
$302,616
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,476
shares
|
$301,230
0.0% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,473
shares
|
$300,970
0.2% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,451
shares
|
$299,063
0.17% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
3,410
shares
|
$295,510
0.2% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,398
shares
|
$294,470
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
3,389
shares
|
$293,690
0.22% of portfolio
|
Q4 2025
Added 63.09%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,373
shares
|
$292,304
0.08% of portfolio
|
Q4 2025
Reduced 9.38%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
3,367
shares
|
$291,784
0.06% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
3,355
shares
|
$290,744
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
3,353
shares
|
$290,570
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
3,323
shares
|
$287,971
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
3,313
shares
|
$287,104
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$285,978
0.0% of portfolio
|
Q3 2025
Added 32.16%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
3,281
shares
|
$284,331
0.01% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,254
shares
|
$281,991
0.01% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,197
shares
|
$277,052
0.06% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,195
shares
|
$276,878
0.0% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,176
shares
|
$275,232
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
3,168
shares
|
$274,538
0.27% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,159
shares
|
$273,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,153
shares
|
$273,238
0.01% of portfolio
|
Q3 2025
Reduced 32.06%
|
|