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 |
---|---|---|---|---|---|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
30
shares
|
$2,599
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
29
shares
|
$2,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
25
shares
|
$2,166
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
21
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
21
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,733
0.0% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
19
shares
|
$1,646
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
18
shares
|
$1,559
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$1,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$1,299
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
14
shares
|
$1,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
12
shares
|
$1,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
12
shares
|
$1,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
12
shares
|
$1,039
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$953
0.0% of portfolio
|
Q4 2024
New holding
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$953
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$953
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q4 2024
New holding
|