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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
469
shares
|
$40,643
0.01% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
465
shares
|
$40,296
0.01% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
448
shares
|
$38,823
0.01% of portfolio
|
Q1 2025
Added 241.98%
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
444
shares
|
$38,477
0.03% of portfolio
|
Q1 2025
Reduced 36.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
424
shares
|
$36,743
0.0% of portfolio
|
Q1 2025
Reduced 41.11%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
422
shares
|
$36,570
0.0% of portfolio
|
Q1 2025
Added 4120.0%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
400
shares
|
$34,664
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
371
shares
|
$32,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
367
shares
|
$31,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
358
shares
|
$31,024
0.0% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
335
shares
|
$29,031
0.01% of portfolio
|
Q1 2025
Reduced 74.91%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
335
shares
|
$29,031
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
333
shares
|
$28,857
0.0% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
330
shares
|
$28,597
0.0% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
330
shares
|
$28,597
0.01% of portfolio
|
Q1 2025
Reduced 37.74%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
320
shares
|
$27,731
0.0% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
300
shares
|
$25,998
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
298
shares
|
$25,824
0.0% of portfolio
|
Q2 2025
Added 1886.67%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
295
shares
|
$25,564
0.0% of portfolio
|
Q1 2025
Added 130.47%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
276
shares
|
$23,918
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
238
shares
|
$20,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
231
shares
|
$20,018
0.01% of portfolio
|
Q1 2025
Added 2787.5%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
223
shares
|
$19,325
0.0% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
216
shares
|
$18,718
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
206
shares
|
$17,851
0.0% of portfolio
|
Q1 2025
New holding
|