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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
85
shares
|
$7,366
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
83
shares
|
$7,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
82
shares
|
$7,106
0.0% of portfolio
|
Q3 2025
Reduced 97.41%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
80
shares
|
$6,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
80
shares
|
$6,932
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
79
shares
|
$6,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
77
shares
|
$6,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
74
shares
|
$6,412
0.01% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
71
shares
|
$6,152
0.0% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 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
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
69
shares
|
$5,979
0.0% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
67
shares
|
$5,806
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
65
shares
|
$5,632
0.0% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
60
shares
|
$5,199
0.0% of portfolio
|
Q3 2025
Added 165.12%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
59
shares
|
$5,112
0.01% of portfolio
|
Q2 2025
Added 195.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
58
shares
|
$5,026
0.0% of portfolio
|
Q2 2025
Added 262.5%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
58
shares
|
$5,026
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
57
shares
|
$4,939
0.01% of portfolio
|
Q3 2025
Added 5600.0%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
54
shares
|
$4,679
0.0% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
54
shares
|
$4,679
0.0% of portfolio
|
Q2 2025
Added 440.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
54
shares
|
$4,679
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
53
shares
|
$4,592
0.0% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
52
shares
|
$4,506
0.0% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
52
shares
|
$4,506
0.01% of portfolio
|
Q3 2024
New holding
|
|