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 1,592 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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
3,140
shares
|
$272,112
0.17% of portfolio
|
Q4 2025
Added 25.6%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
3,130
shares
|
$271,245
0.03% of portfolio
|
Q4 2025
Added 0.97%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,127
shares
|
$270,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,101
shares
|
$268,732
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,093
shares
|
$268,039
0.02% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
3,075
shares
|
$266,479
0.01% of portfolio
|
Q4 2025
Added 5.09%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,066
shares
|
$265,699
0.02% of portfolio
|
Q3 2025
Added 51.78%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
3,065
shares
|
$265,612
0.25% of portfolio
|
Q4 2025
Added 5.04%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
3,056
shares
|
$264,832
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,055
shares
|
$264,746
0.04% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,051
shares
|
$264,399
0.01% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
3,032
shares
|
$262,753
0.06% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
3,020
shares
|
$261,713
0.11% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
3,005
shares
|
$260,413
0.05% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
3,005
shares
|
$260,413
0.24% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
3,003
shares
|
$260,239
0.31% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,999
shares
|
$259,893
0.02% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
2,998
shares
|
$259,806
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
2,985
shares
|
$258,680
0.05% of portfolio
|
Q3 2025
Reduced 78.32%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
2,980
shares
|
$258,246
0.02% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,974
shares
|
$257,726
0.02% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
2,965
shares
|
$256,946
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
2,962
shares
|
$256,686
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,950
shares
|
$255,647
0.0% of portfolio
|
Q2 2025
Reduced 27.12%
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
2,942
shares
|
$254,953
0.01% of portfolio
|
Q3 2025
Added 15.78%
|
|