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 |
|---|---|---|---|---|---|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,490
shares
|
$475,763
0.22% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,443
shares
|
$471,690
0.01% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
5,440
shares
|
$471,430
3.35% of portfolio
|
Q3 2025
Added 806.67%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
5,421
shares
|
$469,783
0.34% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
5,398
shares
|
$467,790
0.04% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
5,385
shares
|
$466,664
0.1% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Algebris (Uk) LTD
London, X0 |
Oct 31, 2025 Q3 2025 |
5,366
shares
|
$465,017
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,347
shares
|
$463,371
0.03% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5,342
shares
|
$462,937
0.01% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,330
shares
|
$461,897
0.01% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,317
shares
|
$460,771
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,316
shares
|
$460,684
0.07% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
5,314
shares
|
$460,511
0.28% of portfolio
|
Q3 2025
Added 213.33%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,275
shares
|
$457,131
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5,228
shares
|
$453,058
0.13% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,220
shares
|
$452,365
0.09% of portfolio
|
Q3 2025
Reduced 10.46%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
5,200
shares
|
$450,632
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
5,196
shares
|
$450,285
0.02% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
5,155
shares
|
$446,732
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,123
shares
|
$443,959
0.02% of portfolio
|
Q3 2025
Added 226.51%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
5,105
shares
|
$442,399
0.0% of portfolio
|
Q3 2025
Added 25.99%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,105
shares
|
$442,399
0.01% of portfolio
|
Q1 2024
Added 8.55%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
5,094
shares
|
$441,446
0.5% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
5,046
shares
|
$437,286
0.02% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,042
shares
|
$436,939
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|