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 1,258 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $25.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q1 2025
Reduced 99.99%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
8
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
8
shares
|
$693
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
7
shares
|
$606
0.0% of portfolio
|
Q1 2025
Reduced 98.49%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
7
shares
|
$606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$606
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
7
shares
|
$606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
6
shares
|
$519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6
shares
|
$519
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
6
shares
|
$519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6
shares
|
$519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5
shares
|
$433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
5
shares
|
$433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
5
shares
|
$433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q1 2025
Reduced 76.47%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
4
shares
|
$346
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
3
shares
|
$259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
3
shares
|
$259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3
shares
|
$259
0.01% of portfolio
|
Q3 2024
Reduced 99.98%
|