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 1,137 institutions that hold shares in the stock, with a total of 304 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 |
|---|---|---|---|---|---|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,114
shares
|
$269,859
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,083
shares
|
$267,172
0.05% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,063
shares
|
$265,439
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
3,023
shares
|
$261,973
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
3,000
shares
|
$259,980
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,997
shares
|
$259,720
0.01% of portfolio
|
Q3 2024
Added 130.54%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
2,965
shares
|
$256,946
0.01% of portfolio
|
Q3 2024
Added 905.08%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
2,952
shares
|
$255,820
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
2,930
shares
|
$253,913
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
2,914
shares
|
$252,527
0.01% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
2,913
shares
|
$252,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,912
shares
|
$252,353
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,857
shares
|
$247,587
0.03% of portfolio
|
Q4 2024
Added 50.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,826
shares
|
$244,901
0.01% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,780
shares
|
$240,914
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,777
shares
|
$240,654
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,771
shares
|
$240,134
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
2,737
shares
|
$237,188
0.05% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
2,737
shares
|
$237,188
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
2,721
shares
|
$235,801
0.01% of portfolio
|
Q3 2024
Reduced 56.11%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,714
shares
|
$235,195
0.04% of portfolio
|
N/A
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,673
shares
|
$231,642
0.01% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,673
shares
|
$231,642
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,654
shares
|
$229,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
2,623
shares
|
$227,309
0.25% of portfolio
|
Q4 2024
New holding
|