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 1,587 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
52
shares
|
$4,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
51
shares
|
$4,419
0.0% of portfolio
|
Q2 2025
Reduced 44.57%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
50
shares
|
$4,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
40
shares
|
$3,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
40
shares
|
$3,466
0.0% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
39
shares
|
$3,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
38
shares
|
$3,293
0.0% of portfolio
|
Q2 2025
Added 65.22%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
36
shares
|
$3,119
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
35
shares
|
$3,033
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
34
shares
|
$2,946
0.0% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
33
shares
|
$2,859
0.0% of portfolio
|
Q3 2025
Reduced 94.5%
|
|
|
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 |
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q4 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 |
Nov 14, 2025 Q3 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
30
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|