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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
442
shares
|
$38,303
0.03% of portfolio
|
Q3 2024
Added 96.44%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
423
shares
|
$36,657
0.0% of portfolio
|
Q3 2024
Added 384.63%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
423
shares
|
$36,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$34,664
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
386
shares
|
$33,450
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
381
shares
|
$33,017
0.03% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
366
shares
|
$31,717
0.01% of portfolio
|
Q3 2024
Added 2340.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
348
shares
|
$30,157
0.0% of portfolio
|
Q4 2024
Added 74.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
333
shares
|
$28,857
0.0% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$25,998
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
300
shares
|
$25,998
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
300
shares
|
$25,998
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
276
shares
|
$23,918
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
260
shares
|
$22,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
213
shares
|
$18,458
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
200
shares
|
$17,332
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
200
shares
|
$17,332
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
181
shares
|
$15,685
0.0% of portfolio
|
Q3 2024
Added 293.48%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
170
shares
|
$14,732
0.01% of portfolio
|
Q4 2024
Added 95.4%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
168
shares
|
$14,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
163
shares
|
$14,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
160
shares
|
$13,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 15, 2024 Q3 2024 |
159
shares
|
$13,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
159
shares
|
$13,778
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
152
shares
|
$13,172
0.01% of portfolio
|
Q3 2024
Added 204.0%
|