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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,737
shares
|
$237,188
0.01% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$235,628
0.24% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
2,685
shares
|
$232,682
0.02% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
2,673
shares
|
$231,642
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
2,670
shares
|
$231,382
0.28% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,637
shares
|
$228,522
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
2,636
shares
|
$228,435
0.01% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,624
shares
|
$227,395
0.02% of portfolio
|
Q3 2025
Added 50.11%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,612
shares
|
$226,355
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
2,609
shares
|
$226,095
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
2,593
shares
|
$224,709
0.01% of portfolio
|
Q3 2025
Reduced 7.16%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,586
shares
|
$224,102
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
2,580
shares
|
$223,582
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
2,580
shares
|
$223,582
0.02% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,580
shares
|
$223,582
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,578
shares
|
$223,409
0.0% of portfolio
|
Q3 2025
Reduced 31.56%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
2,577
shares
|
$223,322
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
2,575
shares
|
$223,149
0.32% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,559
shares
|
$221,762
0.01% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
2,553
shares
|
$221,242
0.03% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,550
shares
|
$220,983
0.0% of portfolio
|
Q3 2025
Reduced 60.01%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
2,541
shares
|
$220,203
0.2% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
2,537
shares
|
$219,856
0.0% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,535
shares
|
$219,683
0.01% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
2,531
shares
|
$219,336
0.04% of portfolio
|
Q3 2025
Added 1.36%
|
|