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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
30,995
shares
|
$2.69 Million
0.02% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
30,650
shares
|
$2.66 Million
0.32% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
30,559
shares
|
$2.65 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
30,456
shares
|
$2.64 Million
0.56% of portfolio
|
Q3 2025
Added 135.31%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
30,221
shares
|
$2.62 Million
0.09% of portfolio
|
Q3 2025
Added 47.15%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
30,201
shares
|
$2.62 Million
0.45% of portfolio
|
Q3 2025
Added 105.42%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
30,169
shares
|
$2.61 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
30,000
shares
|
$2.6 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
29,437
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
29,387
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
29,375
shares
|
$2.55 Million
0.07% of portfolio
|
Q3 2025
Added 122.54%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
29,330
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Nia Impact Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
29,093
shares
|
$2.52 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
29,075
shares
|
$2.52 Million
1.26% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
28,855
shares
|
$2.5 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
28,748
shares
|
$2.49 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
28,667
shares
|
$2.48 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
28,588
shares
|
$2.48 Million
0.49% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
28,336
shares
|
$2.46 Million
0.67% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Night Squared LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,283
shares
|
$2.45 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Electron Capital Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,254
shares
|
$2.45 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
28,250
shares
|
$2.45 Million
4.23% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
28,094
shares
|
$2.43 Million
0.05% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
27,990
shares
|
$2.43 Million
0.53% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
27,925
shares
|
$2.42 Million
2.57% of portfolio
|
Q3 2025
Reduced 2.48%
|
|