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 1,191 institutions that hold shares in the stock, with a total of 305 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
11,115
shares
|
$963,225
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,111
shares
|
$962,879
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,097
shares
|
$961,666
0.38% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,084
shares
|
$960,539
0.08% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
11,060
shares
|
$958,459
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,012
shares
|
$954,299
0.04% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
11,000
shares
|
$953,260
0.41% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Carroll Investors, Inc
|
Nov 14, 2024 Q3 2024 |
10,957
shares
|
$949,533
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
10,924
shares
|
$946,673
0.85% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,883
shares
|
$943,120
0.04% of portfolio
|
Q4 2022
Reduced 58.4%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
10,864
shares
|
$941,474
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
10,843
shares
|
$939,654
0.5% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,803
shares
|
$936,187
0.06% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
10,783
shares
|
$934,454
0.79% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
10,724
shares
|
$929,341
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,664
shares
|
$924,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,655
shares
|
$923,362
0.0% of portfolio
|
Q3 2024
Added 81.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
10,638
shares
|
$921,889
0.02% of portfolio
|
Q3 2024
Reduced 48.96%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
10,593
shares
|
$917,989
0.22% of portfolio
|
Q3 2024
Added 108.15%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,570
shares
|
$915,996
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
10,553
shares
|
$914,522
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
10,465
shares
|
$906,896
0.01% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
10,445
shares
|
$905,163
0.04% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,398
shares
|
$901,090
0.48% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
10,368
shares
|
$898,490
0.02% of portfolio
|
Q4 2024
Reduced 3.0%
|