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 1,176 institutions that hold shares in the stock, with a total of 303 Million shares, which have been reported (via 13F filing form) to have a value of $26.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,630
shares
|
$574,555
0.05% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,567
shares
|
$569,096
0.01% of portfolio
|
Q3 2024
Added 17.06%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,553
shares
|
$567,882
0.39% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,538
shares
|
$566,583
0.17% of portfolio
|
Q3 2024
Reduced 83.19%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
6,529
shares
|
$565,803
0.05% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,502
shares
|
$563,463
0.02% of portfolio
|
Q3 2024
Added 18.63%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
6,422
shares
|
$556,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
6,341
shares
|
$549,511
0.02% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
6,268
shares
|
$543,184
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,236
shares
|
$540,411
0.03% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,235
shares
|
$540,325
0.03% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,222
shares
|
$539,198
0.08% of portfolio
|
Q3 2024
Added 137.84%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
6,164
shares
|
$534,172
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,163
shares
|
$534,085
0.01% of portfolio
|
Q3 2024
Added 42.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,096
shares
|
$528,279
0.02% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
6,012
shares
|
$520,999
0.13% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,963
shares
|
$516,753
0.05% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
5,961
shares
|
$516,580
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
5,948
shares
|
$515,453
0.04% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
5,938
shares
|
$514,587
0.17% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,873
shares
|
$508,954
0.01% of portfolio
|
Q4 2024
Added 60.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,833
shares
|
$505,487
0.01% of portfolio
|
Q3 2024
Added 123.06%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
5,759
shares
|
$499,074
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,751
shares
|
$498,381
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,750
shares
|
$498,295
0.07% of portfolio
|
Q3 2024
Added 15.0%
|