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 1,590 institutions that hold shares in the stock, with a total of 294 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
851
shares
|
$73,747
0.01% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
850
shares
|
$73,661
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
834
shares
|
$72,274
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
800
shares
|
$69,328
0.03% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
797
shares
|
$69,068
0.0% of portfolio
|
Q3 2025
Reduced 69.8%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
774
shares
|
$67,074
0.04% of portfolio
|
Q3 2025
Added 832.53%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
761
shares
|
$65,948
0.09% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
685
shares
|
$59,362
0.01% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
684
shares
|
$59,275
0.03% of portfolio
|
Q3 2025
Reduced 74.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
672
shares
|
$58,235
0.0% of portfolio
|
Q4 2025
Added 15.86%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
665
shares
|
$57,628
0.02% of portfolio
|
Q2 2025
Reduced 40.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
641
shares
|
$55,549
0.0% of portfolio
|
Q2 2024
Reduced 87.47%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
640
shares
|
$55,462
0.02% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
616
shares
|
$53,382
0.0% of portfolio
|
Q3 2025
Added 56.74%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
610
shares
|
$52,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
604
shares
|
$52,342
0.03% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
599
shares
|
$51,909
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
590
shares
|
$51,129
0.01% of portfolio
|
Q3 2025
Added 490.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
579
shares
|
$50,176
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
579
shares
|
$50,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
575
shares
|
$49,829
0.0% of portfolio
|
Q3 2025
Reduced 85.05%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
559
shares
|
$48,442
0.0% of portfolio
|
Q3 2025
Added 225.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
557
shares
|
$48,269
0.0% of portfolio
|
Q3 2025
Added 46.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
556
shares
|
$48,182
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
554
shares
|
$48,009
0.03% of portfolio
|
Q1 2025
New holding
|
|