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Vertiv (VRT) Institutional Ownership

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$215.21 -7.62 (-3.42%)
Closing price 10/15/2026 03:59 PM Eastern
Extended Trading
$212.94 -2.28 (-1.06%)
As of 08:24 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 Massive. Learn more.

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
1237
Total
Institutional Inflows
(last 12 months)
$8.73B
Number of
Institutional Sellers
(last 12 months)
714
Total
Institutional Outflows
(last 12 months)
$7.55B
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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
10/16/2026Annex Advisory Services LLC157,247$37.95M0.6%+18.5%0.041%
10/16/2026BostonPremier Wealth LLC4,075$983K0.4%+1.4%0.001%
10/16/2026Cornerstone Enterprises LLC3,349$808K0.5%N/A0.001%
10/16/2026NFSG Corp8,984$2.17M0.2%+325.4%0.002%
10/16/2026Activest Wealth Management164$40K0.0%+59.2%0.000%
10/15/2026Walser Wealth Management Company A Ltd Liability Co8,107$1.96M0.7%+23.1%0.002%
10/15/2026V Square Quantitative Management LLC1,623$392K0.0%+21.1%0.000%
10/15/2026Fortitude Advisory Group L.L.C.3,453$833K0.3%-40.2%0.001%
10/15/2026Davidson Capital Management Inc.27,284$6.58M1.1%+1.9%0.007%
10/15/2026Assenagon Asset Management S.A.130,551$31.50M0.0%+82.6%0.034%
10/15/2026Ninety One UK Ltd1,350$326K0.0%+240.9%0.000%
10/15/2026State of Alaska Department of Revenue36,470$8.80M0.1%-3.1%0.009%
10/15/2026Curated Wealth Partners LLC2,388$576K0.0%N/A0.001%
10/15/2026WealthPlan Investment Management LLC7,513$1.81M0.1%-4.3%0.002%
10/15/2026KG Capital Management2,292$553K0.4%-27.6%0.001%
10/15/2026Mather Group LLC.2,242$541K0.0%+56.2%0.001%
10/15/2026Hudock Inc.5,291$1.28M0.2%+25.6%0.001%
10/15/2026Fortune 45 LLC1,572$380K0.2%+15.5%0.000%
10/15/2026LDR Capital Management LLC13,749$3.32M3.8%+111.5%0.004%
10/15/2026Strategy Asset Managers LLC2,840$685K0.1%N/A0.001%
10/14/2026Mezzasalma Advisors LLC28,299$6.83M1.4%+2.8%0.007%
10/14/2026Sanders Morris Harris LLC7,003$1.69M0.2%N/A0.002%
10/14/2026Fairfield Financial Advisors LTD3,416$824K0.3%+9.5%0.001%
10/14/2026N10 Wealth LLC80,798$19.50M5.4%+34.2%0.021%
10/14/2026N10 Assets LLC61,020$14.73M5.4%+2.7%0.016%
10/14/2026First Citizens Bank & Trust Co.6,460$1.56M0.0%+342.5%0.002%
10/14/2026Focus Financial Network Inc.7,330$1.77M0.1%+16.0%0.002%
10/14/2026Ulland Investment Advisors LLC26,289$6.34M4.5%-0.4%0.007%
10/14/2026Signal Advisors Wealth LLC2,079$502K0.0%+14.6%0.001%
10/14/2026Foster Group Inc.873$211K0.0%-8.7%0.000%
10/14/2026B. Riley Wealth Advisors Inc.5,984$1.44M0.1%+6.3%0.002%
10/13/2026Bouvel Investment Partners LLC13,141$3.17M0.7%+0.4%0.003%
10/13/2026Thor Investment Management Inc. OH ADV32,425$7.82M4.6%-3.3%0.008%
10/13/2026Sage Capital Advisors llc19,636$4.74M0.7%+0.3%0.005%
10/13/2026Ring Mountain Capital LLC7,104$1.71M0.7%-20.4%0.002%
10/13/2026Kieckhefer Group LLC28,609$6.90M2.8%+0.6%0.007%
10/13/2026Sax Wealth Advisors LLC7,720$1.86M0.1%+19.0%0.002%
10/13/2026Fragasso Financial Advisors Inc1,185$288K0.0%-3.8%0.000%
10/13/2026Terra Nova Asset Management LLC13,544$3.27M2.3%+7.4%0.004%
10/13/2026NorthCrest Asset Manangement LLC6,209$1.51M0.0%-37.6%0.002%
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10/13/2026Haven Capital Group Inc.18,088$4.37M3.4%+2.0%0.005%
10/13/2026Perpetual Ltd114,397$27.61M0.4%+6,110.5%0.030%
10/10/2026Armstrong Advisory Group Inc.627$151K0.0%-19.4%0.000%
10/10/2026Gilpin Wealth Management LLC1,456$351K0.2%-7.0%0.000%
10/9/2026RFG Bristol Wealth Advisors LLC4,306$1.04M0.2%+1.7%0.001%
10/9/2026Sound Income Strategies LLC922$225K0.0%-59.7%0.000%
10/9/2026GK Wealth Management LLC263$64K0.0%N/A0.000%
10/9/2026Castle Rock Wealth Management LLC9,128$2.31M0.4%-42.1%0.002%
10/9/2026David J Yvars Group1,220$294K0.1%N/A0.000%
10/9/2026Riversedge Advisors LLC1,085$262K0.0%+27.8%0.000%
10/9/2026Wedmont Private Capital7,823$1.91M0.0%+57.0%0.002%
10/9/2026Cadent Capital Advisors LLC7,884$1.90M0.4%N/A0.002%
10/9/2026Cypress Asset Management Inc. TX2,881$695K0.1%+45.5%0.001%
10/9/2026Galvin Gaustad & Stein LLC1,973$476K0.0%+22.7%0.001%
10/9/2026Bell Asset Management Ltd11,047$2.67M1.0%N/A0.003%
10/8/2026Sapient Capital LLC82,860$20.00M0.3%-1.6%0.022%
10/8/2026Zevenbergen Capital Investments LLC273,308$65.95M1.5%-2.4%0.071%
10/8/2026Titleist Asset Management LLC2,422$584K0.0%-6.3%0.001%
10/8/2026Everhart Financial Group Inc.8,513$2.05M0.1%-0.8%0.002%
10/8/2026Avidian Wealth Enterprises LLC1,917$463K0.0%+75.2%0.000%
10/8/2026Veracity Capital LLC1,535$370K0.1%-61.0%0.000%
10/8/2026Tactive Advisors LLC4,022$971K0.2%+2.2%0.001%
10/8/2026Toth Financial Advisory Corp5,412$1.31M0.1%+1.9%0.001%
10/8/2026Kessler Investment Group LLC32,833$7.92M3.6%-3.3%0.009%
10/8/2026City Center Advisors LLC871$210K0.2%N/A0.000%
10/7/2026Venture Visionary Partners LLC67,908$16.39M0.4%+5.2%0.018%
10/7/2026Cooper Financial Group1,128$272K0.0%-26.3%0.000%
10/7/2026Elm3 Financial Group LLC2,389$577K0.4%-4.1%0.001%
10/7/2026Family Legacy Financial Solutions LLC5,292$1.28M0.8%+99.4%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.5,814$1.40M0.1%-3.4%0.002%
10/7/2026MRA Advisory Group6,172$1.49M0.5%+17.8%0.002%
10/7/2026First Community Trust NA4,774$1.15M0.4%+32.1%0.001%
10/7/2026Glynn Capital Management LLC46,362$11.19M3.3%-22.1%0.012%
10/7/2026Nautilus Advisors LLC1,928$465K0.3%-8.1%0.001%
10/6/2026Ables Iannone Moore & Associates Inc.2,461$594K0.3%N/A0.001%
10/6/2026Central Pacific Bank Trust Division600$145K0.0%-90.0%0.000%
10/5/2026Neville Rodie & Shaw Inc.50,441$12.17M0.9%-14.9%0.013%
10/5/2026Argent Capital Management LLC10,607$2.56M0.0%-20.7%0.003%
10/5/2026Eastern Bank6,665$1.61M0.0%+3.7%0.002%
10/5/2026Rockland Trust Co.2,549$615K0.0%+8.1%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB1,128$272K0.0%-20.5%0.000%
10/2/2026 Polaris Financial Partners17,435$4.23M2.0%N/A0.005%
10/2/2026 CX Institutional527$127K0.0%+750.0%0.000%
10/1/2026 Burkett Financial Services LLC145$35K0.0%N/A0.000%
10/1/2026 Stonebridge Financial Group LLC23,729$5.73M0.4%+2.2%0.006%
10/1/2026 Marathon Mission Inc.1,533$370K0.2%+9.8%0.000%
9/23/2026QRG Capital Management Inc.103,334$34.60M0.2%+11.7%0.027%
9/23/2026Envestnet Portfolio Solutions Inc.9,295$3.11M0.0%+2.6%0.002%
9/23/2026Envestnet Asset Management Inc.880,700$294.87M0.0%+6.9%0.229%
9/22/2026Andra AP fonden63,513$21.27M0.2%-22.0%0.016%
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9/22/2026State Street Corp16,531,530$5.54B0.1%+4.5%4.294%
9/16/2026IKE Capital LLC7,065$2.37M1.2%+194.4%0.002%
9/15/2026Reynders McVeigh Capital Management LLC65,559$21.95M0.9%-5.0%0.017%
9/10/2026ABS Direct Equity Fund LLC670$224K0.2%+11.7%0.000%
9/9/2026Miramontes Capital LLC1,155$387K0.1%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company206,833$69.25M0.0%-3.3%0.054%
9/9/2026Capstone Financial Advisors Inc.616$206K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC22,258$7.45M0.0%+4.3%0.006%
9/9/2026Tidal Investments LLC685,490$229.52M0.4%+141.1%0.178%
9/9/2026Van Hulzen Asset Management LLC857$287K0.0%N/A0.000%


VRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,911 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($6.20B), State Street Corp ($5.54B), Bank of America Corp DE ($2.11B), FMR LLC ($1.31B), Wellington Management Group LLP ($1.27B), Geode Capital Management LLC ($1.14B), and Price T Rowe Associates Inc. MD ($1.09B).Learn more on Vertiv's institutional investors.

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

Of the 1,772 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: Norges Bank ($12.63M), Jennison Associates LLC ($7.71M), Massachusetts Financial Services Co. MA ($5.26M), Wellington Management Group LLP ($4.32M), Amundi ($3.78M), Vanguard Group Inc. ($3.72M), and Winslow Capital Management LLC ($3.58M).

Institutional investors have bought a total of 46,628,356 shares in the last 24 months. This purchase volume represents approximately $8.73B in transactions.

Of the 714 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: Barrow Hanley Mewhinney & Strauss LLC ($4.36M), Victory Capital Management Inc. ($3.39M), Nordea Investment Management AB ($2.92M), Fred Alger Management LLC ($2.67M), Polar Capital Holdings Plc ($1.52M), Bamco Inc. NY ($1.03M), and Sei Investments Co. ($889.25K).

Institutional investors have sold a total of 42,119,125 shares in the last 24 months. This volume of shares sold represents approximately $7.55B in transactions.



Institutional ownership data for NYSE:VRT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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