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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
2,302
shares
|
$199,491
0.06% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
2,286
shares
|
$198,104
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
2,285
shares
|
$198,018
0.02% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,251
shares
|
$195,071
0.01% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,248
shares
|
$194,811
0.02% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,246
shares
|
$194,638
0.04% of portfolio
|
Q3 2025
Reduced 29.86%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
2,229
shares
|
$193,165
0.0% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
2,226
shares
|
$192,905
0.01% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,219
shares
|
$192,298
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
2,215
shares
|
$191,951
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,214
shares
|
$191,865
0.0% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,212
shares
|
$191,691
0.01% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
2,197
shares
|
$190,392
0.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
2,170
shares
|
$188,052
0.05% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,146
shares
|
$185,972
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
2,141
shares
|
$185,539
0.22% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,138
shares
|
$185,279
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,137
shares
|
$185,192
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,136
shares
|
$185,105
0.01% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
2,124
shares
|
$184,065
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,106
shares
|
$182,505
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,097
shares
|
$181,726
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
2,080
shares
|
$180,252
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
2,078
shares
|
$180,079
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
2,064
shares
|
$178,866
0.02% of portfolio
|
Q3 2025
New holding
|
|