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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
3,484
shares
|
$301,923
0.03% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,476
shares
|
$301,230
0.0% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,473
shares
|
$300,970
0.2% of portfolio
|
Q3 2025
Reduced 43.29%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,451
shares
|
$299,063
0.17% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
3,410
shares
|
$295,510
0.2% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,398
shares
|
$294,470
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
3,367
shares
|
$291,784
0.06% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
3,355
shares
|
$290,744
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
3,353
shares
|
$290,570
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Parisi Gray Wealth Management
|
Oct 17, 2025 Q3 2025 |
3,343
shares
|
$289,704
0.08% of portfolio
|
Q3 2025
Added 52.3%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
3,323
shares
|
$287,971
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
3,313
shares
|
$287,104
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$285,978
0.0% of portfolio
|
Q3 2025
Added 32.16%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
3,281
shares
|
$284,331
0.01% of portfolio
|
Q3 2025
Reduced 14.51%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,254
shares
|
$281,991
0.01% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
3,198
shares
|
$277,138
0.17% of portfolio
|
Q3 2025
Added 33.7%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
3,197
shares
|
$277,052
0.06% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,195
shares
|
$276,878
0.0% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,176
shares
|
$275,232
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
3,168
shares
|
$274,538
0.26% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,159
shares
|
$273,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
3,157
shares
|
$273,585
0.11% of portfolio
|
Q3 2025
Added 41.25%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,153
shares
|
$273,238
0.01% of portfolio
|
Q3 2025
Reduced 32.06%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
3,127
shares
|
$270,985
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
3,101
shares
|
$268,732
0.01% of portfolio
|
Q3 2025
New holding
|
|