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Vertiv (VRT) Institutional Ownership

Vertiv logo
$174.11 -3.71 (-2.09%)
Closing price 10/17/2025 03:59 PM Eastern
Extended Trading
$174.88 +0.76 (+0.44%)
As of 10/17/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Vertiv (NYSE:VRT)

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
1170
Total
Institutional Inflows
(last 12 months)
$11.24B
Number of
Institutional Sellers
(last 12 months)
589
Total
Institutional Outflows
(last 12 months)
$7.06B
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VRT Institutional Buying and Selling by Quarter

Vertiv Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Oak Harvest Investment Services30,650$4.62M0.5%+0.6%0.008%
10/17/2025Copeland Capital Management LLC10,139$1.53M0.0%-23.6%0.003%
10/17/2025Nixon Peabody Trust Co.74,396$11.22M0.8%+2.0%0.019%
10/17/2025HM Payson & Co.2,950$445K0.0%+37.2%0.001%
10/17/2025Ethic Inc.51,677$7.80M0.1%+4.3%0.014%
10/17/2025Encompass More Asset Management7,461$1.13M0.2%N/A0.002%
10/17/2025Financial Partners Group Inc2,845$429K0.1%-8.9%0.001%
10/17/2025Archford Capital Strategies LLC1,716$259K0.0%N/A0.000%
10/17/2025Parisi Gray Wealth Management3,343$504K0.1%+52.3%0.001%
10/17/2025Sowell Financial Services LLC2,820$425K0.0%+3.3%0.001%
10/17/2025Sapient Capital LLC201,879$29.03M0.4%-2.9%0.053%
10/17/2025NovaPoint Capital LLC10,631$1.60M0.4%N/A0.003%
10/17/2025Bard Financial Services Inc.20,300$3.06M0.3%-1.8%0.005%
10/17/2025FSM Wealth Advisors LLC4,238$639K0.1%-17.7%0.001%
10/17/2025Shaker Investments LLC OH14,724$2.22M0.9%N/A0.004%
10/17/2025Apollon Wealth Management LLC22,300$3.36M0.1%-2.7%0.006%
10/16/2025 Castle Rock Wealth Management LLC16,504$2.64M0.6%+1.6%0.004%
10/16/2025 Mezzasalma Advisors LLC24,825$3.75M1.0%+5.9%0.007%
10/16/2025 West Tower Group LLC1,500$226K0.7%N/A0.000%
10/16/2025 Willner & Heller LLC2,078$314K0.2%N/A0.001%
10/16/2025 Carnegie Investment Counsel18,821$2.84M0.1%+1.3%0.005%
10/16/2025 LeConte Wealth Management LLC1,567$236K0.2%N/A0.000%
10/16/2025 Darwin Wealth Management LLC14,465$2.18M0.7%-0.5%0.004%
10/16/2025 Ellsworth Advisors LLC36,464$5.50M1.2%N/A0.010%
10/16/2025 HBK Sorce Advisory LLC2,136$322K0.0%+20.3%0.001%
10/16/2025 Precision Wealth Strategies LLC5,200$784K0.3%N/A0.001%
10/16/2025 Blue Trust Inc.1,221$184K0.0%-74.3%0.000%
10/16/2025 Avanza Fonder AB38,882$5.87M0.2%+10.2%0.010%
10/15/2025 Financial Management Professionals Inc.166$25K0.0%+1,560.0%0.000%
10/15/2025 CWM LLC67,181$10.14M0.0%+44.9%0.018%
10/15/2025 Pacer Advisors Inc.171$26K0.0%+67.6%0.000%
10/15/2025 BSW Wealth Partners1,440$217K0.0%N/A0.000%
10/15/2025 Marathon Mission Inc.1,395$210K0.1%N/A0.000%
10/15/2025 Spirit of America Management Corp NY12,850$1.94M0.4%+9.8%0.003%
10/15/2025 Inspire Investing LLC38,472$5.80M0.6%+307.1%0.010%
10/15/2025 World Investment Advisors4,801$724K0.0%-7.9%0.001%
10/15/2025 Brookstone Capital Management1,890$285K0.0%N/A0.000%
10/15/2025 ARS Investment Partners LLC136,316$20.57M1.4%-16.8%0.036%
10/15/2025 Private Trust Co. NA5,836$880K0.1%-4.3%0.002%
10/15/2025 Founders Financial Securities LLC2,251$340K0.0%+7.8%0.001%
10/15/2025 Swedbank AB581,060$87.66M0.1%-30.9%0.152%
10/15/2025 Petredis Investment Advisors LLC2,861$432K0.0%N/A0.001%
10/15/2025 DAVENPORT & Co LLC2,214$334K0.0%+5.4%0.001%
10/15/2025 Plancorp LLC5,317$802K0.0%+1.3%0.001%
10/15/2025 Net Worth Advisory Group1,448$218K0.1%-11.4%0.000%
10/15/2025 IFM Investors Pty Ltd70,224$9.73M0.1%-1.4%0.018%
10/15/2025 Enclave Advisors LLC3,058$461K0.1%+5.3%0.001%
10/15/2025 Scratch Capital LLC3,101$468K0.3%N/A0.001%
10/15/2025 Munro Partners701,930$105.89M2.9%-2.3%0.184%
10/14/2025 Tactive Advisors LLC4,601$694K0.2%-16.2%0.001%
10/14/2025 Key Client Fiduciary Advisors LLC7,621$1.15M0.4%+1.0%0.002%
10/14/2025 Highline Wealth Partners LLC684$103K0.0%-74.9%0.000%
10/14/2025 OLD National Bancorp IN40,492$6.11M0.1%+544.9%0.011%
10/14/2025 Yousif Capital Management LLC5,443$821K0.0%+4.4%0.001%
10/14/2025 Argent Capital Management LLC12,762$1.93M0.1%N/A0.003%
10/14/2025 Farther Finance Advisors LLC7,702$1.16M0.0%+33.8%0.002%
10/14/2025 Parcion Private Wealth LLC6,307$951K0.1%-8.3%0.002%
10/14/2025 HBK Sorce Advisory LLC2,600$435K0.0%+46.4%0.001%
10/14/2025 OFI Invest Asset Management254,415$38.38M0.0%-16.9%0.067%
10/14/2025 Exchange Traded Concepts LLC1,187$179K0.0%N/A0.000%
10/14/2025 Kaufman Rossin Wealth LLC3,168$478K0.3%+3.0%0.001%
10/14/2025 Brighton Jones LLC9,920$1.50M0.0%+28.6%0.003%
10/14/2025 DLK Investment Management LLC1,551$234K0.1%N/A0.000%
10/14/2025 JBR Co Financial Management Inc7,825$1.18M0.5%+0.8%0.002%
10/10/2025 Sound Income Strategies LLC423$64K0.0%N/A0.000%
10/10/2025 BNC Wealth Management LLC24,763$3.74M0.9%N/A0.006%
10/10/2025 Foster Victor Wealth Advisors LLC1,622$260K0.0%N/A0.000%
10/10/2025 Flputnam Investment Management Co.9,281$1.40M0.0%-1.7%0.002%
10/10/2025 Viking Fund Management LLC33,000$4.98M0.6%-5.7%0.009%
10/10/2025 Congress Asset Management Co.7,800$1.18M0.0%-10.1%0.002%
10/10/2025 Perpetual Ltd150,192$22.66M0.3%-42.6%0.039%
10/10/2025 Focus Financial Network Inc.5,347$807K0.0%-8.3%0.001%
10/10/2025 KMG Fiduciary Partners LLC34,420$5.19M0.3%+0.9%0.009%
10/10/2025 Fiduciary Financial Group LLC3,722$561K0.1%N/A0.001%
10/9/2025 Independence Bank of Kentucky58,884$8.88M1.1%-0.4%0.015%
10/9/2025 Jackson Square Capital LLC52,804$7.97M1.7%+5.3%0.014%
10/9/2025 AdvisorNet Financial Inc973$147K0.0%+40.4%0.000%
10/9/2025 Shelton Wealth Management LLC13,462$2.03M0.9%-10.2%0.004%
10/9/2025 Toth Financial Advisory Corp3,100$468K0.1%+3,000.0%0.001%
10/9/2025 Kessler Investment Group LLC43,295$6.53M2.8%N/A0.011%
10/9/2025 Zevenbergen Capital Investments LLC299,950$45.25M0.9%+233.3%0.079%
10/9/2025 Astoria Portfolio Advisors LLC.2,586$433K0.1%N/A0.001%
10/9/2025 Princeton Global Asset Management LLC17,769$2.68M0.4%+8,784.5%0.005%
10/9/2025 U.S. Capital Wealth Advisors LLC19,247$2.90M0.1%+3.4%0.005%
10/9/2025 Prentice Wealth Management LLC1,391$210K0.1%N/A0.000%
10/9/2025 Redhawk Wealth Advisors Inc.4,889$738K0.1%N/A0.001%
10/9/2025 Bay Harbor Wealth Management LLC1,008$152K0.0%-12.2%0.000%
10/9/2025 Voya Investment Management LLC1,153,998$174.09M0.2%+75.0%0.302%
10/9/2025 Voya Financial Advisors Inc.2,685$385K0.0%-10.4%0.001%
10/9/2025 Harbour Capital Advisors LLC11,925$1.90M0.4%-2.7%0.003%
10/9/2025 Dynamic Advisor Solutions LLC9,414$1.42M0.0%+18.0%0.002%
10/8/2025 Peak Financial Advisors LLC5,767$870K0.4%+32.1%0.002%
10/8/2025 Wedmont Private Capital3,782$601K0.0%+4.9%0.001%
10/8/2025 Chesley Taft & Associates LLC9,169$1.38M0.1%-1.0%0.002%
10/8/2025 Balefire LLC1,327$200K0.0%N/A0.000%
10/8/2025 Congress Park Capital LLC2,320$350K0.1%-9.7%0.001%
10/8/2025 Veracity Capital LLC5,527$834K0.3%+17.3%0.001%
10/7/2025 Assenagon Asset Management S.A.35,277$5.32M0.0%-82.4%0.009%
10/7/2025 Graphene Investments SAS18,800$2.84M1.8%-14.9%0.005%
10/7/2025 Union Bancaire Privee UBP SA272,608$41.13M0.8%+35.5%0.071%
(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, 1,448 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($4.88B), FMR LLC ($1.31B), State Street Corp ($1.06B), Geode Capital Management LLC ($856.08M), Invesco Ltd. ($761.66M), Coatue Management LLC ($663.38M), and Norges Bank ($538.13M).Learn more on Vertiv's institutional investors.

What percentage of Vertiv's stock is owned by institutional investors?

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

Which institutional investors have been buying Vertiv's stock?

Of the 1,333 institutional investors that purchased Vertiv's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($30.51M), Norges Bank ($11.50M), Massachusetts Financial Services Co. MA ($9.08M), Vanguard Group Inc. ($8.31M), Jennison Associates LLC ($7.75M), Wellington Management Group LLP ($3.85M), and Westfield Capital Management Co. LP ($3.70M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 106,125,918 shares in the last 24 months. This purchase volume represents approximately $11.24B in transactions.

Which of Vertiv's major shareholders have been selling company stock?

Of the 589 institutional investors that sold Vertiv's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($12.31M), Amundi ($5.65M), Massachusetts Financial Services Co. MA ($3.89M), Axiom Investors LLC DE ($3.85M), Jennison Associates LLC ($3.49M), Invesco Ltd. ($2.21M), and Federated Hermes Inc. ($1.77M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 72,090,489 shares in the last 24 months. This volume of shares sold represents approximately $7.06B in transactions.


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This page (NYSE:VRT) was last updated on 10/19/2025 by MarketBeat.com Staff
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