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 1,455 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
102
shares
|
$8,839
0.0% of portfolio
|
Q2 2025
Added 209.09%
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$8,666
0.01% of portfolio
|
Q1 2025
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$7,886
0.0% of portfolio
|
Q3 2023
New holding
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
89
shares
|
$7,712
0.0% of portfolio
|
Q2 2024
Added 535.71%
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
86
shares
|
$7,452
0.0% of portfolio
|
Q2 2025
Added 8.86%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
84
shares
|
$7,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
83
shares
|
$7,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
83
shares
|
$7,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
79
shares
|
$6,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
75
shares
|
$6,499
0.0% of portfolio
|
Q2 2025
Added 38.89%
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
74
shares
|
$6,412
0.0% of portfolio
|
Q2 2025
Added 9852.7%
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
74
shares
|
$6,412
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
71
shares
|
$6,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
71
shares
|
$6,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
70
shares
|
$6,066
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
70
shares
|
$6,066
0.01% of portfolio
|
Q2 2025
New holding
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
67
shares
|
$5,806
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
67
shares
|
$5,806
0.0% of portfolio
|
Q2 2025
Added 45.65%
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
65
shares
|
$5,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
65
shares
|
$5,632
0.0% of portfolio
|
Q2 2025
Added 1200.0%
|