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 |
|---|---|---|---|---|---|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
1,898
shares
|
$164,480
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,890
shares
|
$163,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
1,887
shares
|
$163,527
0.01% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
1,872
shares
|
$162,227
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
1,863
shares
|
$161,447
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,858
shares
|
$161,014
0.01% of portfolio
|
Q3 2025
Reduced 30.39%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,841
shares
|
$159,541
0.0% of portfolio
|
Q3 2025
Reduced 71.51%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,837
shares
|
$159,194
0.0% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,827
shares
|
$158,327
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,826
shares
|
$158,241
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
1,821
shares
|
$157,807
0.02% of portfolio
|
Q3 2025
Reduced 67.37%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,819
shares
|
$157,634
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,818
shares
|
$157,547
0.03% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
1,815
shares
|
$157,287
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,815
shares
|
$157,287
0.11% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,802
shares
|
$156,161
0.07% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,795
shares
|
$155,554
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,785
shares
|
$154,688
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
1,785
shares
|
$154,688
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
1,781
shares
|
$154,341
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
1,767
shares
|
$153,128
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,765
shares
|
$152,954
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$151,655
0.02% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,743
shares
|
$151,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,742
shares
|
$150,961
0.0% of portfolio
|
Q3 2025
Reduced 50.14%
|
|