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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,711
shares
|
$494,915
0.0% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,698
shares
|
$493,788
0.18% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
5,693
shares
|
$493,355
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,633
shares
|
$488,155
0.01% of portfolio
|
Q3 2024
Reduced 30.45%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
5,604
shares
|
$485,642
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
5,555
shares
|
$481,396
0.26% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,432
shares
|
$470,737
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
5,377
shares
|
$465,970
0.02% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
5,360
shares
|
$464,497
0.35% of portfolio
|
Q3 2024
Reduced 35.17%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
5,317
shares
|
$460,771
0.28% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,260
shares
|
$455,831
0.11% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
5,244
shares
|
$454,445
0.02% of portfolio
|
Q4 2024
Added 683.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
5,217
shares
|
$452,105
0.01% of portfolio
|
Q3 2024
Reduced 67.09%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,211
shares
|
$451,585
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,187
shares
|
$449,505
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
5,185
shares
|
$449,332
0.07% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
5,178
shares
|
$448,725
0.01% of portfolio
|
Q4 2024
Added 42.45%
|