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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
8,003
shares
|
$693,539
0.28% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Westport Asset Management Inc
Southport, CT |
Nov 12, 2025 Q3 2025 |
8,000
shares
|
$693,280
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
7,984
shares
|
$691,893
0.18% of portfolio
|
Q3 2025
Reduced 61.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
7,982
shares
|
$691,720
0.03% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
7,905
shares
|
$685,047
0.0% of portfolio
|
Q3 2025
Added 39.86%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
7,897
shares
|
$684,354
0.01% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
7,878
shares
|
$682,707
0.02% of portfolio
|
Q3 2025
Added 110.08%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
7,850
shares
|
$680,281
0.01% of portfolio
|
Q3 2025
Reduced 20.3%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
7,841
shares
|
$679,501
0.0% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,836
shares
|
$679,067
0.05% of portfolio
|
Q3 2025
Reduced 33.12%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
7,825
shares
|
$678,114
0.5% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
7,800
shares
|
$675,948
0.0% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
7,760
shares
|
$672,481
0.14% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7,757
shares
|
$672,221
0.01% of portfolio
|
Q3 2025
Added 155.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,702
shares
|
$667,455
0.02% of portfolio
|
Q3 2025
Added 33.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
7,650
shares
|
$662,949
0.01% of portfolio
|
Q3 2025
Reduced 49.31%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
7,621
shares
|
$660,435
0.27% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
7,604
shares
|
$658,962
0.13% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
7,549
shares
|
$654,196
0.02% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
7,539
shares
|
$653,329
0.02% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,461
shares
|
$646,570
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,412
shares
|
$642,323
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,400
shares
|
$641,284
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,362
shares
|
$637,990
0.01% of portfolio
|
Q3 2025
Added 192.26%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
7,351
shares
|
$637,037
0.24% of portfolio
|
Q3 2025
Added 2.81%
|
|