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 |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
2,930
shares
|
$253,913
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,926
shares
|
$253,567
0.01% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
2,922
shares
|
$253,220
0.01% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
2,918
shares
|
$252,873
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
2,917
shares
|
$252,787
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,911
shares
|
$252,267
0.02% of portfolio
|
Q3 2025
Added 18.53%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
2,900
shares
|
$251,314
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
2,893
shares
|
$250,707
0.04% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,867
shares
|
$248,454
0.02% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
2,861
shares
|
$247,934
0.01% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
2,861
shares
|
$247,934
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,855
shares
|
$247,414
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
2,845
shares
|
$246,547
0.03% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
2,842
shares
|
$246,287
0.0% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,842
shares
|
$246,287
0.01% of portfolio
|
Q3 2025
Reduced 84.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
2,829
shares
|
$245,161
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,824
shares
|
$244,727
0.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,820
shares
|
$244,381
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,820
shares
|
$244,381
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
2,809
shares
|
$243,427
0.12% of portfolio
|
Q1 2025
Reduced 34.54%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
2,805
shares
|
$243,081
0.35% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
2,795
shares
|
$242,214
0.01% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,783
shares
|
$241,174
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,769
shares
|
$239,961
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,761
shares
|
$239,268
0.01% of portfolio
|
Q3 2025
Added 26.13%
|
|