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 1,587 institutions that hold shares in the stock, with a total of 292 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
2,530
shares
|
$219,249
0.07% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
2,506
shares
|
$217,169
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,505
shares
|
$217,083
0.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$216,650
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$216,650
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cavalier Investments, LLC
|
Nov 13, 2025 Q3 2025 |
2,496
shares
|
$216,303
0.07% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,481
shares
|
$215,003
0.02% of portfolio
|
Q4 2025
Added 57.72%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
2,476
shares
|
$214,570
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Grange Capital, LLC
Beaverton, OR |
Nov 07, 2025 Q3 2025 |
2,466
shares
|
$213,703
0.36% of portfolio
|
Q3 2025
Reduced 38.78%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
2,462
shares
|
$213,356
0.1% of portfolio
|
Q3 2025
Reduced 21.89%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,447
shares
|
$212,057
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,446
shares
|
$211,970
0.03% of portfolio
|
Q3 2025
Reduced 35.07%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
2,442
shares
|
$211,623
0.05% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
2,440
shares
|
$211,450
0.0% of portfolio
|
Q3 2025
Reduced 92.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
2,435
shares
|
$211,017
0.0% of portfolio
|
Q3 2025
Reduced 66.05%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,423
shares
|
$209,977
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,383
shares
|
$206,510
0.03% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,375
shares
|
$205,817
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,369
shares
|
$205,297
0.02% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
2,354
shares
|
$203,997
0.02% of portfolio
|
Q3 2025
Added 80.8%
|
|