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 1,256 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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
170
shares
|
$14,732
0.01% of portfolio
|
Q4 2024
Added 95.4%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
163
shares
|
$14,125
0.0% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
159
shares
|
$13,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
155
shares
|
$13,432
0.0% of portfolio
|
Q1 2025
Added 675.0%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
150
shares
|
$12,999
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
150
shares
|
$12,999
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
147
shares
|
$12,739
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
137
shares
|
$11,872
0.0% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
135
shares
|
$11,699
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
135
shares
|
$11,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
132
shares
|
$11,439
0.0% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
127
shares
|
$11,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
118
shares
|
$10,225
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
114
shares
|
$9,879
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
112
shares
|
$9,705
0.0% of portfolio
|
Q4 2024
Added 103.64%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
112
shares
|
$9,705
0.02% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
107
shares
|
$9,272
0.0% of portfolio
|
Q4 2024
Added 101.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
106
shares
|
$9,185
0.0% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
105
shares
|
$9,099
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
100
shares
|
$8,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
100
shares
|
$8,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
97
shares
|
$8,406
0.0% of portfolio
|
Q1 2025
Added 25.97%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
92
shares
|
$7,972
0.0% of portfolio
|
Q1 2025
New holding
|