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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
7,342
shares
|
$636,257
0.02% of portfolio
|
Q3 2025
Added 180.87%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,330
shares
|
$635,217
0.21% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,288
shares
|
$631,578
0.03% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,233
shares
|
$626,811
0.06% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
7,000
shares
|
$606,620
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
6,952
shares
|
$602,460
0.27% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
6,947
shares
|
$602,027
0.58% of portfolio
|
Q3 2025
Added 47.97%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
6,919
shares
|
$599,600
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
6,892
shares
|
$597,260
0.27% of portfolio
|
Q1 2024
Reduced 34.18%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
6,889
shares
|
$597,000
0.02% of portfolio
|
Q3 2025
Added 118.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,884
shares
|
$596,567
0.0% of portfolio
|
Q3 2025
Added 18.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,833
shares
|
$592,147
0.18% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
Aug 01, 2024 Q2 2024 |
6,824
shares
|
$591,367
7.48% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
6,816
shares
|
$590,674
0.08% of portfolio
|
Q3 2025
Reduced 52.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,787
shares
|
$588,161
0.11% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
6,750
shares
|
$584,955
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,724
shares
|
$582,701
0.14% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,724
shares
|
$582,701
0.46% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,667
shares
|
$577,762
0.03% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
6,645
shares
|
$575,855
0.4% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
6,640
shares
|
$575,422
0.17% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,629
shares
|
$574,469
0.16% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
6,600
shares
|
$571,956
0.04% of portfolio
|
Q3 2025
Added 29.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,578
shares
|
$570,049
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,557
shares
|
$568,229
0.03% of portfolio
|
Q3 2025
Added 0.38%
|
|