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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
11,603
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 50.65%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
11,571
shares
|
$1 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
11,564
shares
|
$1 Million
0.63% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
11,446
shares
|
$991,910
0.32% of portfolio
|
Q3 2025
Added 101.76%
|
|
|
Eos Management, L.P.
|
Nov 03, 2025 Q3 2025 |
11,377
shares
|
$985,930
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,250
shares
|
$974,925
0.01% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$953,260
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
10,883
shares
|
$943,120
0.04% of portfolio
|
Q4 2022
Reduced 58.4%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
10,837
shares
|
$939,134
0.26% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
10,832
shares
|
$938,701
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
10,679
shares
|
$925,442
0.44% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
10,663
shares
|
$924,055
0.71% of portfolio
|
Q3 2025
Reduced 18.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,646
shares
|
$922,582
0.03% of portfolio
|
Q3 2025
Added 187.81%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
10,631
shares
|
$921,282
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
10,616
shares
|
$919,982
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,615
shares
|
$919,895
0.03% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
10,606
shares
|
$919,115
0.06% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
10,544
shares
|
$913,743
0.1% of portfolio
|
Q3 2025
Added 102.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
10,342
shares
|
$896,237
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
10,318
shares
|
$894,157
0.02% of portfolio
|
Q3 2025
Added 92.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,281
shares
|
$890,951
0.01% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
10,245
shares
|
$887,831
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
10,190
shares
|
$883,065
0.27% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
10,165
shares
|
$880,898
0.17% of portfolio
|
Q3 2025
Added 313.72%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,147
shares
|
$879,339
0.13% of portfolio
|
Q3 2025
Added 1.88%
|
|