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Vertiv (VRT) Institutional Ownership

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$139.69 +0.93 (+0.67%)
Closing price 08/6/2025 03:59 PM Eastern
Extended Trading
$142.26 +2.58 (+1.85%)
As of 04:55 AM 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.

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
1085
Total
Institutional Inflows
(last 12 months)
$9.20B
Number of
Institutional Sellers
(last 12 months)
544
Total
Institutional Outflows
(last 12 months)
$6.91B
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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
8/6/2025Prospera Financial Services Inc17,000$2.18M0.0%+49.3%0.004%
8/6/2025AE Wealth Management LLC10,531$1.35M0.0%+4.5%0.003%
8/6/2025Metis Global Partners LLC4,335$557K0.0%-31.7%0.001%
8/6/2025Penserra Capital Management LLC46,594$5.98M0.1%+35.4%0.012%
8/6/2025KCM Investment Advisors LLC85,132$10.93M0.4%+6.6%0.022%
8/6/2025Wedbush Securities Inc.20,913$2.69M0.1%-10.4%0.005%
8/6/2025Vestmark Advisory Solutions Inc.6,462$830K0.0%N/A0.002%
8/6/2025Sterling Capital Management LLC97,471$12.52M0.2%+36.8%0.026%
8/6/2025North Capital Inc.305$39K0.0%-56.7%0.000%
8/6/2025Savant Capital LLC39,725$5.10M0.0%-28.1%0.010%
8/6/2025Horizon Investment Services LLC2,240$288K0.1%N/A0.001%
8/6/2025Aspetuck Financial Management LLC2,928$376K0.3%N/A0.001%
8/6/2025Modera Wealth Management LLC2,440$313K0.0%N/A0.001%
8/6/2025Golden State Wealth Management LLC5,830$749K0.1%+5.4%0.002%
8/6/2025Quaero Capital S.A.16,781$2.16M2.7%+10.0%0.004%
8/6/2025Andra AP fonden138,800$17.82M0.2%-32.4%0.036%
8/6/2025Black Swift Group LLC2,200$283K0.1%N/A0.001%
8/6/2025Graphene Investments SAS22,100$2.84M1.9%-24.8%0.006%
8/6/2025Trivest Advisors Ltd730,500$93.80M3.6%N/A0.192%
8/6/2025Resona Asset Management Co. Ltd.115,863$14.86M0.1%+8.6%0.030%
8/6/2025Atlantic Union Bankshares Corp26,993$3.47M0.1%N/A0.007%
8/6/2025Asahi Life Asset Management CO. LTD.3,355$431K0.3%N/A0.001%
8/6/2025EFG Asset Management North America Corp.88,108$11.31M1.6%+23.1%0.023%
8/6/2025First Horizon Advisors Inc.3,782$486K0.0%-7.6%0.001%
8/6/2025Moors & Cabot Inc.9,831$1.26M0.1%-24.6%0.003%
8/6/2025RFG Bristol Wealth Advisors LLC4,315$554K0.2%-61.1%0.001%
8/6/2025Simmons Bank1,590$204K0.0%N/A0.000%
8/5/2025 GPS Wealth Strategies Group LLC36,021$4.63M0.5%+11.4%0.009%
8/5/2025 Ring Mountain Capital LLC8,114$1.05M0.6%+4.7%0.002%
8/5/2025 Ellevest Inc.2,845$365K0.1%N/A0.001%
8/5/2025 Claro Advisors LLC3,518$452K0.1%-38.4%0.001%
8/5/2025 Rockline Wealth Management LLC14,106$1.81M0.4%+10.5%0.004%
8/5/2025 Huntington National Bank10,317$1.33M0.0%+61.8%0.003%
8/5/2025 Bank of New York Mellon Corp2,110,055$270.95M0.1%-6.7%0.554%
8/5/2025 Seelaus Asset Management LLC3,830$492K0.4%N/A0.001%
8/5/2025 Bank of Montreal Can218,351$28.04M0.0%-22.5%0.057%
8/5/2025 Intellectus Partners LLC8,375$1.08M0.2%-6.1%0.002%
8/5/2025 Sigma Planning Corp10,865$1.40M0.0%+31.6%0.003%
8/5/2025 Wakefield Asset Management LLLP29,520$3.79M1.1%-2.1%0.008%
8/5/2025 iA Global Asset Management Inc.9,147$1.18M0.0%+130.2%0.002%
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8/5/2025 Tredje AP fonden31,438$4.04M0.0%+10.4%0.008%
8/5/2025 Mission Wealth Management LP5,696$731K0.0%+31.4%0.001%
8/5/2025 TIAA Trust National Association54,070$6.94M0.0%-62.3%0.014%
8/5/2025 Elm Partners Management LLC19,053$2.45M0.1%N/A0.005%
8/5/2025 Sumitomo Life Insurance Co.58,136$7.47M0.5%+13.1%0.015%
8/5/2025 Crystal Rock Capital Management93,265$11.98M6.9%+3.9%0.024%
8/5/2025 Plato Investment Management Ltd2,368$303K0.0%-62.5%0.001%
8/4/2025 Roble Belko & Company Inc903$116K0.0%N/A0.000%
8/4/2025 Leeward Financial Partners LLC43,657$5.61M1.8%+3.3%0.011%
8/4/2025 Mccarter Private Wealth Services LLC11,984$1.54M0.9%+152.8%0.003%
8/4/2025 Cottage Street Advisors LLC13,018$1.67M0.9%-13.1%0.003%
8/4/2025 Creative Financial Designs Inc. ADV1,806$232K0.0%+10.1%0.000%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,967$381K0.1%N/A0.001%
8/4/2025 Canton Hathaway LLC2,000$257K0.1%N/A0.001%
8/4/2025 Kovack Advisors Inc.55,142$7.08M0.7%-10.6%0.014%
8/4/2025 Earned Wealth Advisors LLC2,497$321K0.1%N/A0.001%
8/4/2025 IFG Advisory LLC4,641$596K0.0%+10.8%0.001%
8/4/2025 Pinnacle Associates Ltd.46,912$6.02M0.1%+8.9%0.012%
8/4/2025 Simon Quick Advisors LLC10,594$1.36M0.1%-11.9%0.003%
8/4/2025 AdvisorShares Investments LLC427$55K0.0%N/A0.000%
8/4/2025 Strs Ohio412,907$53.02M0.2%-17.7%0.108%
8/4/2025 Amalgamated Bank28,935$3.72M0.0%+14.1%0.008%
8/4/2025 Atria Investments Inc15,091$1.94M0.0%+41.6%0.004%
8/4/2025 Assetmark Inc.2,497$321K0.0%+352.4%0.001%
8/4/2025 Keybank National Association OH8,187$1.05M0.0%-7.0%0.002%
8/4/2025 HBK Sorce Advisory LLC1,776$228K0.0%N/A0.000%
8/4/2025 Spire Wealth Management3,750$482K0.0%+41.3%0.001%
8/4/2025 Hantz Financial Services Inc.4,006$514K0.0%+18.5%0.001%
8/4/2025 Arkadios Wealth Advisors16,297$2.09M0.1%-3.2%0.004%
8/4/2025 Emerald Advisers LLC8,635$1.11M0.0%+8.3%0.002%
8/4/2025 World Investment Advisors5,211$669K0.0%+49.8%0.001%
8/4/2025 Flagship Harbor Advisors LLC1,701$218K0.0%N/A0.000%
8/4/2025 Daymark Wealth Partners LLC1,569$202K0.0%N/A0.000%
8/4/2025 Waterfront Wealth Inc.2,194$282K0.1%N/A0.001%
8/4/2025 Wealth Management Associates Inc.2,392$307K0.1%N/A0.001%
8/1/2025 Mizuho Markets Cayman LP3,432$441K0.0%-76.9%0.001%
8/1/2025 Howard Capital Management Inc.1,783$229K0.0%N/A0.000%
8/1/2025 GWN Securities Inc.1,784$229K0.0%-69.6%0.000%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund78,500$10.08M0.1%+18.0%0.021%
8/1/2025 SYM FINANCIAL Corp2,348$302K0.0%N/A0.001%
8/1/2025 United Capital Management of KS Inc.4,000$514K0.1%N/A0.001%
8/1/2025 Liberty Wealth Management LLC3,517$452K0.1%-18.9%0.001%
8/1/2025 Guinness Asset Management LTD3,421$439K0.0%-18.8%0.001%
8/1/2025 Teacher Retirement System of Texas54,901$7.05M0.0%+5.3%0.014%
8/1/2025 Y Intercept Hong Kong Ltd48,050$6.17M0.2%N/A0.013%
8/1/2025 Transcend Capital Advisors LLC4,269$548K0.0%-1.9%0.001%
8/1/2025 Oak Grove Capital LLC121,005$15.54M2.5%+39.5%0.032%
8/1/2025 Ashton Thomas Private Wealth LLC16,106$2.07M0.1%+66.4%0.004%
8/1/2025 Delta Investment Management LLC6,885$884K0.2%+32.1%0.002%
8/1/2025 Envestnet Asset Management Inc.445,525$57.21M0.0%-7.3%0.117%
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7/31/2025 Nisa Investment Advisors LLC29,292$3.76M0.0%+14.4%0.008%
7/31/2025 Wealthfront Advisers LLC51,131$6.57M0.0%+12.8%0.013%
7/31/2025 Oppenheimer Asset Management Inc.21,143$2.72M0.0%-18.9%0.006%
7/31/2025 Atlatl Advisers LLC3,380$434K0.2%N/A0.001%
7/31/2025 University of Texas Texas AM Investment Management Co.287$37K0.0%N/A0.000%
7/31/2025 Whipplewood Advisors LLC936$120K0.1%-95.8%0.000%
7/31/2025 Interchange Capital Partners LLC4,020$516K0.1%-3.6%0.001%
7/31/2025 Brighton Jones LLC7,712$990K0.0%N/A0.002%
7/31/2025 MQS Management LLC2,132$274K0.2%N/A0.001%
7/31/2025 Leavell Investment Management Inc.4,545$584K0.0%+36.5%0.001%
(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, 1,374 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($2.72B), FMR LLC ($1.31B), State Street Corp ($759.61M), Geode Capital Management LLC ($688.26M), Coatue Management LLC ($663.38M), Barrow Hanley Mewhinney & Strauss LLC ($512.60M), and Amundi ($469.49M).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 1,251 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), Massachusetts Financial Services Co. MA ($9.08M), Vanguard Group Inc. ($8.02M), Jennison Associates LLC ($7.75M), Norges Bank ($7.31M), Wellington Management Group LLP ($3.85M), and Price T Rowe Associates Inc. MD ($3.67M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 93,183,329 shares in the last 24 months. This purchase volume represents approximately $9.19B in transactions.

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

Of the 543 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), Barrow Hanley Mewhinney & Strauss LLC ($7.45M), Massachusetts Financial Services Co. MA ($3.89M), Axiom Investors LLC DE ($3.85M), Jennison Associates LLC ($3.49M), Invesco Ltd. ($2.21M), and Janus Henderson Group PLC ($1.58M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 75,152,504 shares in the last 24 months. This volume of shares sold represents approximately $6.90B in transactions.



This page (NYSE:VRT) was last updated on 8/7/2025 by MarketBeat.com Staff
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