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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
152
shares
|
$13,172
0.0% of portfolio
|
Q3 2024
Reduced 56.7%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
150
shares
|
$12,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
148
shares
|
$12,825
0.0% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
148
shares
|
$12,825
0.0% of portfolio
|
Q3 2024
Added 362.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
148
shares
|
$12,825
0.0% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
147
shares
|
$12,739
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
133
shares
|
$11,525
0.0% of portfolio
|
Q4 2024
Added 241.03%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
132
shares
|
$11,439
0.01% of portfolio
|
Q2 2024
Added 14.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
131
shares
|
$11,352
0.01% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
127
shares
|
$11,005
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
124
shares
|
$10,745
0.0% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
123
shares
|
$10,659
0.0% of portfolio
|
Q3 2024
Added 24.24%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
115
shares
|
$9,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
114
shares
|
$9,879
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
112
shares
|
$9,705
0.02% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
101
shares
|
$8,752
0.0% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
100
shares
|
$8,666
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
97
shares
|
$8,406
0.0% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
91
shares
|
$7,886
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
89
shares
|
$7,712
0.0% of portfolio
|
Q2 2024
Added 535.71%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
83
shares
|
$7,192
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
83
shares
|
$7,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
79
shares
|
$6,846
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
76
shares
|
$6,586
0.0% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
74
shares
|
$6,412
0.0% of portfolio
|
Q3 2024
Added 1133.33%
|