Vertiv (VRT) Institutional Ownership

$98.78
+3.98 (+4.20%)
(As of 05/14/2024 ET)

Institutional Ownership Changes (13F Filings) for Vertiv (NYSE:VRT)

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$3.59B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$2.30B
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VRT Institutional Buying and Selling by Quarter

Vertiv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Hhlr Advisors LTD.38,200$3.12M0.1%N/A0.010%
5/15/2024Brant Point Investment Management LLC40,000$3.27M0.3%-47.8%0.011%
5/15/2024Senator Investment Group LP1,169,795$95.54M4.4%-9.3%0.312%
5/14/2024K2 Principal Fund L.P.2,875$235K0.0%N/A0.001%
5/14/2024Westwood Holdings Group Inc.108,373$8.85M0.1%-27.0%0.029%
5/14/2024Toronto Dominion Bank37,303$3.05M0.0%-21.1%0.010%
5/14/2024Anson Funds Management LP15,000$1.23M0.1%N/A0.004%
5/14/2024Pinnbrook Capital Management LP108,711$8.88M0.7%-71.8%0.029%
5/14/2024Advisors Asset Management Inc.21,407$1.75M0.0%-8.9%0.006%
5/14/2024Delap Wealth Advisory LLC7,166$585K0.2%N/A0.002%
5/14/2024EntryPoint Capital LLC1,832$150K0.1%-64.7%0.000%
5/14/2024Shell Asset Management Co.11,910$973K0.0%-4.4%0.003%
5/14/2024Sax Wealth Advisors LLC3,340$273K0.0%N/A0.001%
5/14/2024 Castle Hook Partners LP1,665,080$135.99M3.8%N/A0.445%
5/14/2024 Natixis Investment Managers International4,700$384K0.0%-79.8%0.001%
5/14/2024 Natixis34,500$2.82M0.0%-19.4%0.009%
5/14/2024 InterOcean Capital Group LLC5,105$417K0.0%+8.5%0.001%
5/14/2024 Pitcairn Co.13,145$1.07M0.1%-29.4%0.004%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund11,691$955K0.0%N/A0.003%
5/14/2024 Owen LaRue LLC35,024$2.86M1.8%-1.6%0.009%
5/14/2024 CANADA LIFE ASSURANCE Co223,914$18.30M0.0%+157.5%0.060%
5/13/2024 Thornburg Investment Management Inc.356,230$29.11M0.4%-12.9%0.095%
5/13/2024 UniSuper Management Pty Ltd5,200$425K0.0%+108.0%0.001%
5/13/2024 Clearbridge Investments LLC2,212,362$180.68M0.1%-5.4%0.591%
5/13/2024 O Shaughnessy Asset Management LLC11,535$942K0.0%+37.0%0.003%
5/11/2024 Covestor Ltd1,826$149K0.1%+31.4%0.000%
5/11/2024 Hillsdale Investment Management Inc.11,300$923K0.1%-14.4%0.003%
5/10/2024 Ontario Teachers Pension Plan Board16,243$1.33M0.0%N/A0.004%
5/10/2024 Acadian Asset Management LLC4,007$326K0.0%+1,019.3%0.001%
5/10/2024 Vanguard Group Inc.33,622,257$2.75B0.1%+5.5%8.982%
5/10/2024 Westfield Capital Management Co. LP3,399,272$277.62M1.5%+85.2%0.908%
5/10/2024 Intech Investment Management LLC19,114$1.56M0.0%-80.4%0.005%
5/10/2024 Garrison Asset Management LLC35,115$2.87M1.5%-0.5%0.009%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp181,660$14.83M0.0%-1.9%0.049%
5/10/2024 Jupiter Asset Management Ltd.146,012$11.93M0.1%-65.6%0.039%
5/10/2024 Pinkerton Retirement Specialists LLC3,041$248K0.0%N/A0.001%
5/9/2024 Blair William & Co. IL3,475$284K0.0%N/A0.001%
5/9/2024 Lord Abbett & CO. LLC147,222$12.02M0.0%-76.8%0.039%
5/9/2024 Scout Investments Inc.234,281$18.84M0.5%N/A0.063%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.310,004$25.32M0.0%+0.7%0.083%
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5/9/2024 State Board of Administration of Florida Retirement System255,870$20.90M0.0%-8.6%0.068%
5/9/2024 Koshinski Asset Management Inc.13,438$1.10M0.1%-16.5%0.004%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.28,384$2.32M0.0%-53.1%0.008%
5/8/2024 Entropy Technologies LP86,410$7.06M0.8%+51.5%0.023%
5/8/2024 Bleakley Financial Group LLC19,204$1.57M0.0%+284.5%0.005%
5/8/2024 US Bancorp DE14,412$1.18M0.0%+25.7%0.004%
5/8/2024 Russell Investments Group Ltd.547,197$44.49M0.1%-37.4%0.146%
5/8/2024 Qsemble Capital Management LP11,503$939K0.2%N/A0.003%
5/8/2024 QRG Capital Management Inc.9,556$780K0.0%-15.9%0.003%
5/8/2024 Headlands Technologies LLC18,768$1.53M0.4%+100.3%0.005%
5/8/2024 Williams Jones Wealth Management LLC.233,299$19.05M0.2%N/A0.062%
5/8/2024 Inspire Investing LLC11,111$907K0.1%N/A0.003%
5/8/2024 Donoghue Forlines LLC28,118$2.30M0.7%N/A0.008%
5/7/2024 Arnhold LLC206,518$16.87M1.8%-1.4%0.055%
5/7/2024 Fiduciary Family Office LLC2,570$210K0.1%N/A0.001%
5/7/2024 Sei Investments Co.662,675$54.12M0.1%+17.9%0.177%
5/7/2024 Atomi Financial Group Inc.3,488$285K0.0%N/A0.001%
5/7/2024 Reynders McVeigh Capital Management LLC245,912$20.08M1.2%+49.9%0.066%
5/7/2024 WealthPLAN Partners LLC5,060$413K0.0%N/A0.001%
5/7/2024 Horizon Investment Services LLC6,918$565K0.3%N/A0.002%
5/7/2024 New South Capital Management Inc.3,245,270$265.04M11.1%-37.1%0.867%
5/7/2024 KCM Investment Advisors LLC17,595$1.44M0.1%N/A0.005%
5/7/2024 Swiss National Bank1,085,200$88.63M0.1%+1.3%0.290%
5/7/2024 Reaves W H & Co. Inc.55,000$4.49M0.2%N/A0.015%
5/7/2024 Forsta AP Fonden178,711$14.60M0.1%+169.9%0.048%
5/7/2024 Highland Capital Management LLC84,109$6.87M0.4%+0.4%0.022%
5/7/2024 ClariVest Asset Management LLC18,975$1.55M0.2%-32.5%0.005%
5/7/2024 Monolith Management Ltd210,500$17.19M6.8%N/A0.056%
5/7/2024 OPTIMAS CAPITAL Ltd49,900$4.08M3.6%+155.9%0.013%
5/7/2024 Lisanti Capital Growth LLC12,445$1.02M0.2%-28.4%0.003%
5/7/2024 Oppenheimer Asset Management Inc.6,740$550K0.0%-22.4%0.002%
5/7/2024 Oppenheimer & Co. Inc.19,329$1.58M0.0%+126.7%0.005%
5/7/2024 SG Americas Securities LLC146,340$11.95M0.1%+2,181.2%0.039%
5/7/2024 Empowered Funds LLC4,551$372K0.0%N/A0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.18,825$1.54M0.0%-14.9%0.005%
5/6/2024 ORG Partners LLC457$37K0.1%N/A0.000%
5/6/2024 Advisory Services Network LLC37,151$3.03M0.1%+121.9%0.010%
5/6/2024 Bard Financial Services Inc.22,675$1.85M0.2%+1.1%0.006%
5/3/2024 FDx Advisors Inc.2,920$238K0.0%N/A0.001%
5/3/2024 Mediolanum International Funds Ltd141,339$11.45M0.2%N/A0.037%
5/3/2024 Easterly Investment Partners LLC15,390$1.26M0.1%-78.8%0.004%
5/3/2024 GSA Capital Partners LLP7,898$645K0.1%N/A0.002%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S10,821$884K0.0%-71.4%0.003%
5/3/2024 RiverPark Advisors LLC434$35K0.0%N/A0.000%
5/3/2024 Central Pacific Bank Trust Division8,178$658K0.1%N/A0.002%
5/3/2024 Whittier Trust Co. of Nevada Inc.43,204$3.53M0.1%N/A0.011%
5/3/2024 Whittier Trust Co.80,230$6.55M0.1%N/A0.021%
5/2/2024 Chase Investment Counsel Corp77,142$6.30M2.3%+0.3%0.020%
5/2/2024 Jennison Associates LLC31,767$2.59M0.0%-3.4%0.008%
5/2/2024 FORA Capital LLC84,779$6.92M0.6%-25.1%0.022%
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5/2/2024 Hartree Partners LP30,000$2.45M0.6%N/A0.008%
5/2/2024 Daiwa Securities Group Inc.25,700$2.10M0.0%+11.3%0.007%
5/2/2024 Thompson Davis & CO. Inc.5,550$453K0.3%N/A0.001%
5/2/2024 Nordea Investment Management AB25,854$2.13M0.0%+20.5%0.007%
5/2/2024 Fidelis Capital Partners LLC558$46K0.0%N/A0.000%
5/2/2024 Hollencrest Capital Management835$68K0.0%+108.8%0.000%
5/2/2024 Hussman Strategic Advisors Inc.21,000$1.72M0.4%N/A0.005%
5/2/2024 Iridian Asset Management LLC CT24,658$2.01M0.4%-43.6%0.006%
5/1/2024 Wakefield Asset Management LLLP44,119$3.60M1.2%-34.7%0.012%
5/1/2024 Capstone Investment Advisors LLC7,359$601K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

VRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRT shares?

During the previous two years, 512 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($2.75B), FMR LLC ($1.76B), Coatue Management LLC ($663.38M), Barrow Hanley Mewhinney & Strauss LLC ($459.89M), Invesco Ltd. ($402.43M), Starboard Value LP ($394.96M), and Westfield Capital Management Co. LP ($277.62M).Learn more on VRT's institutional investors.

What percentage of Vertiv stock is owned by institutional investors?

89.92% of Vertiv stock is owned by institutional investors. Learn more on VRT's institutional investor holdings.

Which institutional investors have been buying Vertiv stock?

Of the 456 institutional investors that purchased Vertiv stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($34.35M), UBS Group AG ($17.23M), Eminence Capital LP ($11.12M), Vanguard Group Inc. ($5.41M), Norges Bank ($3.86M), Jacobs Levy Equity Management Inc. ($3.42M), and Westfield Capital Management Co. LP ($3.40M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 168,770,230 shares in the last 24 months. This purchase volume represents approximately $4.49B in transactions.

Which Vertiv major shareholders have been selling company stock?

Of the 209 institutional investors that sold Vertiv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clearbridge Investments LLC ($13.48M), UBS Group AG ($11.56M), abrdn plc ($7.18M), New South Capital Management Inc. ($6.46M), Brahman Capital Corp. ($4.87M), Impax Asset Management Group plc ($3.65M), and Barrow Hanley Mewhinney & Strauss LLC ($2.34M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 97,372,995 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.


This page (NYSE:VRT) was last updated on 5/15/2024 by MarketBeat.com Staff

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