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 1,585 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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
22
shares
|
$1,906
0.0% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,733
0.0% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
18
shares
|
$1,559
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
17
shares
|
$1,473
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
16
shares
|
$1,386
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$1,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
14
shares
|
$1,213
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
13
shares
|
$1,126
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
11
shares
|
$953
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q3 2025
Reduced 99.99%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
10
shares
|
$866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$779
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$693
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7
shares
|
$606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
7
shares
|
$606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6
shares
|
$519
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|