VRT Vertiv Holdings Co
Vertiv Holdings Co (VRT) Institutional Ownership
What the institutions did with VRT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| NEVILLE RODIE & SHAW INC | 50.4K | 31.7% |
| GoalVest Advisory LLC | 35.3K | 22.1% |
| Stonebridge Financial Group, LLC | 23.7K | 14.9% |
| Polaris Financial Partners | 17.4K | 10.9% |
| ARGENT CAPITAL MANAGEMENT LLC | 10.6K | 6.7% |
| Silverleafe Capital Partners, LLC | 7.1K | 4.5% |
| EASTERN BANK | 6.7K | 4.2% |
| ROCKLAND TRUST CO | 2.5K | 1.6% |
| Marathon Mission, Inc. | 1.5K | 1.0% |
| Versant Capital Management, Inc | 1.2K | 0.8% |
| MassMutual Private Wealth & Trust, FSB | 1.1K | 0.7% |
| Central Pacific Bank - Trust Division | 600 | 0.4% |
| CX Institutional | 527 | 0.3% |
| Noble Wealth Management PBC | 200 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 145 | 0.1% |
| Rosenberg Matthew Hamilton | 142 | 0.1% |
| Coastline Trust Co | 40 | 0.0% |
| Planning Strategies Inc. | 30 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GoalVest Advisory LLC | Increased | 148 | 35.3K | +35.1K |
| NEVILLE RODIE & SHAW INC | Reduced | 59.3K | 50.4K | -8.9K |
| Central Pacific Bank - Trust Division | Reduced | 6.0K | 600 | -5.4K |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 13.4K | 10.6K | -2.8K |
| Silverleafe Capital Partners, LLC | Increased | 6.2K | 7.1K | +927 |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 653 | 0 | -653 |
| Adelphi Trust Co | Sold Out | 640 | 0 | -640 |
| Stonebridge Financial Group, LLC | Increased | 23.2K | 23.7K | +508 |
| CX Institutional | Increased | 62 | 527 | +465 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 1.4K | 1.1K | -291 |
| EASTERN BANK | Increased | 6.4K | 6.7K | +238 |
| ROCKLAND TRUST CO | Increased | 2.4K | 2.5K | +191 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 145 | +145 |
| Marathon Mission, Inc. | Increased | 1.4K | 1.5K | +137 |
| Versant Capital Management, Inc | Increased | 1.2K | 1.2K | +56 |
| Planning Strategies Inc. | Increased | 28 | 30 | +2 |
| Noble Wealth Management PBC | Reduced | 202 | 200 | -2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.