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 |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
5,035
shares
|
$436,333
0.09% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,034
shares
|
$436,246
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.07% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.07% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$433,300
0.03% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$432,953
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,994
shares
|
$432,780
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,976
shares
|
$431,220
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Foresight Group LTD Liability Partnership
London, X0 |
Nov 06, 2025 Q3 2025 |
4,964
shares
|
$430,180
0.11% of portfolio
|
Q3 2025
Reduced 20.42%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
4,954
shares
|
$429,313
0.04% of portfolio
|
Q3 2025
Added 114.92%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
4,943
shares
|
$428,360
0.17% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,941
shares
|
$428,187
0.01% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
4,930
shares
|
$427,233
0.26% of portfolio
|
Q3 2025
Added 38.76%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,925
shares
|
$426,800
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,889
shares
|
$423,680
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
4,849
shares
|
$420,214
0.21% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
4,830
shares
|
$418,567
0.0% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,815
shares
|
$417,267
0.02% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,810
shares
|
$416,834
0.0% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,807
shares
|
$416,574
0.07% of portfolio
|
Q3 2025
Added 65.19%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,801
shares
|
$416,054
0.01% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
4,786
shares
|
$414,754
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
4,769
shares
|
$413,281
0.23% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
4,744
shares
|
$411,115
0.01% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,742
shares
|
$410,941
0.01% of portfolio
|
Q3 2025
Added 14.21%
|
|