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 |
---|---|---|---|---|---|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
65
shares
|
$5,632
0.0% of portfolio
|
Q3 2024
New holding
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
64
shares
|
$5,546
0.0% of portfolio
|
Q2 2025
New holding
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
64
shares
|
$5,546
0.01% of portfolio
|
Q2 2025
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
63
shares
|
$5,459
0.0% of portfolio
|
Q2 2025
Added 173.91%
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
60
shares
|
$5,199
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
59
shares
|
$5,112
0.0% of portfolio
|
Q2 2025
Added 1375.0%
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
59
shares
|
$5,112
0.01% of portfolio
|
Q2 2025
Added 195.0%
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
58
shares
|
$5,026
0.0% of portfolio
|
Q2 2025
Added 262.5%
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
54
shares
|
$4,679
0.0% of portfolio
|
Q2 2025
Added 440.0%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
53
shares
|
$4,592
0.0% of portfolio
|
Q1 2025
Added 307.69%
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
52
shares
|
$4,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
51
shares
|
$4,419
0.0% of portfolio
|
Q2 2025
Reduced 44.57%
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
51
shares
|
$4,419
0.01% of portfolio
|
Q2 2025
New holding
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
49
shares
|
$4,246
0.0% of portfolio
|
Q2 2025
Reduced 99.94%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
41
shares
|
$3,553
0.0% of portfolio
|
Q2 2025
Added 78.26%
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q2 2025
Added 442.86%
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q2 2025
Added 65.22%
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2024
New holding
|