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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
4,145
shares
|
$359,205
0.16% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,117
shares
|
$356,779
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,095
shares
|
$354,872
0.0% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
4,076
shares
|
$353,226
0.03% of portfolio
|
Q3 2024
Added 400.74%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,075
shares
|
$353,139
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,060
shares
|
$351,839
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,051
shares
|
$351,059
0.06% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
4,018
shares
|
$348,199
0.03% of portfolio
|
Q3 2024
Reduced 46.47%
|
|
|
Southport Management, L.L.C.
Wilson, WY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$346,640
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,943
shares
|
$341,700
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,932
shares
|
$340,747
0.01% of portfolio
|
Q3 2024
Reduced 21.6%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,917
shares
|
$339,447
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,917
shares
|
$339,447
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,898
shares
|
$337,800
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
3,848
shares
|
$333,467
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
3,833
shares
|
$332,167
0.01% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,794
shares
|
$328,788
0.0% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,765
shares
|
$326,274
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
3,700
shares
|
$320,642
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,688
shares
|
$319,602
0.04% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
3,675
shares
|
$318,475
0.07% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,675
shares
|
$318,475
0.03% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,665
shares
|
$317,608
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$316,742
0.32% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,635
shares
|
$315,009
0.01% of portfolio
|
Q3 2024
Added 13.59%
|