Vertiv (VRT) Institutional Ownership

$77.10

+0.62 (+0.81%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 89.92%
Number of Institutional Buyers (last 12 months): 431
Total Institutional Inflows (last 12 months): $4.16B

Number of Institutional Sellers (last 12 months): 178
Total Institutional Outflows (last 12 months): $2.67B

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VRT Institutional Buying and Selling by Quarter

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Vertiv Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	MWA Asset Management	3,832	$332K	0.2%	N/A	0.001%
7/26/2024	AustralianSuper Pty Ltd	8,064	$698K	0.0%	N/A	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	47,016	$4.07M	0.0%	+116.2%	0.013%
7/26/2024	Allspring Global Investments Holdings LLC	1,448,360	$125.38M	0.2%	-25.4%	0.387%
7/26/2024	Liontrust Investment Partners LLP	307,987	$26.66M	0.4%	+130.7%	0.082%
7/26/2024	Callan Family Office LLC	14,852	$1.29M	0.2%	N/A	0.004%
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7/26/2024	Bank of New York Mellon Corp	1,459,069	$126.31M	0.0%	-7.2%	0.390%
7/26/2024	Salomon & Ludwin LLC	1,063	$92K	0.0%	N/A	0.000%
7/26/2024	EFG Asset Management North America Corp.	31,707	$2.74M	0.5%	+41.8%	0.008%
7/25/2024	Raymond James Trust N.A.	2,615	$226K	0.0%	N/A	0.001%
7/25/2024	Highland Capital Management LLC	70,879	$6.14M	0.4%	-15.7%	0.019%
7/25/2024	Calamos Advisors LLC	44,821	$3.88M	0.0%	-78.8%	0.012%
7/25/2024	Independence Bank of Kentucky	2,970	$257K	0.1%	+158.3%	0.001%
7/25/2024	Spirit of America Management Corp NY	3,550	$307K	0.1%	N/A	0.001%
7/25/2024	Yeomans Consulting Group Inc.	4,319	$374K	0.1%	-39.6%	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	142,400	$12.33M	0.1%	-2.8%	0.038%
7/24/2024	LRI Investments LLC	2,254	$195K	0.0%	+280.1%	0.001%
7/24/2024	Zweig DiMenna Associates LLC	223,750	$19.37M	2.2%	+36.0%	0.060%
7/23/2024	Private Advisory Group LLC	58,280	$5.05M	0.7%	+8.5%	0.016%
7/23/2024	GYL Financial Synergies LLC	19,911	$1.72M	0.1%	+629.3%	0.005%
7/23/2024	Shelton Wealth Management LLC	9,323	$807K	0.5%	N/A	0.002%
7/22/2024	Atria Wealth Solutions Inc.	24,031	$2.08M	0.0%	-11.5%	0.006%
7/22/2024	Geneva Partners LLC	17,875	$1.55M	0.6%	-13.6%	0.005%
7/22/2024	Oak Harvest Investment Services	7,680	$665K	0.1%	N/A	0.002%
7/22/2024	Fifth Third Bancorp	1,033	$89K	0.0%	+262.5%	0.000%
7/22/2024	Caldwell Investment Management Ltd.	15,000	$1.30M	1.0%	N/A	0.004%
7/22/2024	Liberty One Investment Management LLC	1,810	$157K	0.0%	-41.7%	0.000%
7/22/2024	Carnegie Investment Counsel	3,489	$302K	0.0%	N/A	0.001%
7/22/2024	SeaCrest Wealth Management LLC	14,166	$1.23M	0.1%	+18.1%	0.004%
7/22/2024	Pallas Capital Advisors LLC	7,288	$602K	0.0%	+35.8%	0.002%
7/22/2024	Dakota Wealth Management	72,524	$6.28M	0.1%	+106.9%	0.019%
7/20/2024	First Citizens Bank & Trust Co.	5,056	$438K	0.0%	N/A	0.001%
7/20/2024	First Horizon Advisors Inc.	3,638	$315K	0.0%	+16.3%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	23,649	$2.05M	0.1%	-24.6%	0.006%
7/20/2024	Raymond James Financial Services Advisors Inc.	251,088	$21.74M	0.0%	+38.5%	0.067%
7/20/2024	Nisa Investment Advisors LLC	26,100	$2.26M	0.0%	-47.8%	0.007%
7/20/2024	Hennion & Walsh Asset Management Inc.	9,678	$838K	0.0%	N/A	0.003%
7/19/2024	Chesley Taft & Associates LLC	11,184	$968K	0.0%	-5.7%	0.003%
7/19/2024	Vaughan Nelson Investment Management L.P.	122,966	$10.65M	0.1%	-38.0%	0.033%
7/19/2024	Raymond James & Associates	542,739	$46.99M	0.0%	+87.2%	0.145%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
7/19/2024	OFI Invest Asset Management	423	$34K	0.0%	N/A	0.000%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	747,767	$64.73M	0.0%	-7.1%	0.200%
7/19/2024	TCW Group Inc.	455,239	$39.41M	0.4%	-2.7%	0.122%
7/19/2024	Sumitomo Life Insurance Co.	54,900	$4.33M	0.1%	N/A	0.015%
7/19/2024	1858 Wealth Management LLC	20,875	$1.81M	1.5%	+26.4%	0.006%
7/19/2024	Petra Financial Advisors Inc.	8,268	$716K	0.5%	+5.3%	0.002%
7/18/2024	Insight Wealth Partners LLC	2,773	$240K	0.0%	N/A	0.001%
7/18/2024	Blue Trust Inc.	725	$59K	0.0%	+329.0%	0.000%
7/18/2024	TruNorth Capital Management LLC	501	$43K	0.0%	-50.0%	0.000%
7/18/2024	Merrion Investment Management Co LLC	30,200	$2.61M	1.8%	+0.7%	0.008%
7/18/2024	LA Financiere DE L Echiquier	152,000	$13.16M	0.6%	N/A	0.041%
7/18/2024	Assenagon Asset Management S.A.	19,239	$1.67M	0.0%	+180.3%	0.005%
7/18/2024	Valley National Advisers Inc.	584	$50K	0.0%	+1,197.8%	0.000%
7/18/2024	Silver Lake Advisory LLC	2,923	$253K	0.0%	N/A	0.001%
7/18/2024	Swedbank AB	674,493	$58.39M	0.1%	+247.5%	0.180%
7/17/2024	Atticus Wealth Management LLC	976	$85K	0.0%	+194.0%	0.000%
7/17/2024	Quantum Private Wealth LLC	3,122	$270K	0.1%	N/A	0.001%
7/17/2024	Westside Investment Management Inc.	2,435	$211K	0.0%	N/A	0.001%
7/17/2024	Brown Lisle Cummings Inc.	15,125	$1.31M	0.4%	+46.5%	0.004%
7/17/2024	J.Safra Asset Management Corp	728	$63K	0.0%	+357.9%	0.000%
7/17/2024	SteelPeak Wealth LLC	3,289	$285K	0.0%	N/A	0.001%
7/17/2024	Baader Bank Aktiengesellschaft	9,651	$828K	0.1%	-28.1%	0.003%
7/17/2024	Arlington Financial Advisors LLC	3,650	$316K	0.1%	N/A	0.001%
7/17/2024	Oak Ridge Investments LLC	4,169	$361K	0.0%	N/A	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	45,316	$3.92M	0.0%	+140.7%	0.012%
7/16/2024	Great Valley Advisor Group Inc.	17,097	$1.48M	0.0%	N/A	0.005%
7/16/2024	Diversified Trust Co	5,163	$447K	0.0%	-36.6%	0.001%
7/16/2024	Friedenthal Financial	8,494	$735K	0.5%	-22.0%	0.002%
7/16/2024	JBR Co Financial Management Inc	2,897	$251K	0.2%	N/A	0.001%
7/16/2024	Wedmont Private Capital	2,364	$212K	0.0%	N/A	0.001%
7/16/2024	WASHINGTON TRUST Co	560	$48K	0.0%	+124.0%	0.000%
7/16/2024	Sequoia Financial Advisors LLC	4,333	$375K	0.0%	N/A	0.001%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	6,200	$536K	0.0%	+675.0%	0.002%
7/13/2024	IAM Advisory LLC	5,482	$475K	0.1%	N/A	0.001%
7/12/2024	Hexagon Capital Partners LLC	734	$64K	0.0%	-35.7%	0.000%
7/12/2024	Optimum Investment Advisors	1,350	$117K	0.1%	+800.0%	0.000%
7/12/2024	Wolff Wiese Magana LLC	8,354	$723K	0.6%	N/A	0.002%
7/12/2024	QRG Capital Management Inc.	10,000	$866K	0.0%	+4.6%	0.003%
7/12/2024	Sax Wealth Advisors LLC	6,774	$586K	0.1%	+102.8%	0.002%
7/11/2024	Cadent Capital Advisors LLC	2,800	$242K	0.1%	N/A	0.001%
7/11/2024	U.S. Capital Wealth Advisors LLC	18,934	$1.64M	0.1%	+71.0%	0.005%
7/11/2024	Mountain Pacific Investment Advisers LLC	474,062	$41.04M	3.1%	-57.3%	0.127%
7/10/2024	Simplicity Wealth LLC	19,437	$1.68M	0.0%	+1.2%	0.005%
7/10/2024	NBC Securities Inc.	13,013	$1.13M	0.1%	+31.5%	0.003%
7/10/2024	Gulf International Bank UK Ltd	29,167	$2.52M	0.1%	-14.5%	0.008%
7/10/2024	CWM LLC	14,810	$1.28M	0.0%	+42.9%	0.004%
7/9/2024	Park Avenue Securities LLC	8,285	$717K	0.0%	-6.1%	0.002%
7/9/2024	Kingswood Wealth Advisors LLC	10,790	$934K	0.1%	+77.6%	0.003%
7/9/2024	Magnolia Capital Management Ltd.	2,580	$223K	0.2%	N/A	0.001%
7/9/2024	Bard Financial Services Inc.	22,425	$1.94M	0.2%	-1.1%	0.006%
We’re in a code red crisis and 99% of Americans are clueless (Ad) Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES! And how YOU can prepare for the next 2024 BOOM here!
7/9/2024	New England Research & Management Inc.	10,700	$926K	0.4%	N/A	0.003%
7/9/2024	Mather Group LLC.	351	$29K	0.0%	+132.5%	0.000%
7/8/2024	Boston Common Asset Management LLC	208,838	$18.08M	0.5%	-1.1%	0.056%
7/5/2024	DNB Asset Management AS	99,410	$8.61M	0.0%	-50.1%	0.027%
7/5/2024	Polianta Ltd	11,100	$960K	0.5%	-17.8%	0.003%
7/2/2024	First Hawaiian Bank	19,817	$1.72M	0.1%	N/A	0.005%
7/2/2024	GAMMA Investing LLC	942	$82K	0.0%	+44.3%	0.000%
7/1/2024	Neville Rodie & Shaw Inc.	10,095	$874K	0.1%	N/A	0.003%
6/11/2024	American Trust	7,729	$631K	0.1%	N/A	0.002%
6/6/2024	Westwood Holdings Group Inc.	108,373	$8.85M	0.1%	-27.0%	0.029%

(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, 585 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), Bamco Inc. NY ($396.10M), and Starboard Value LP ($394.96M).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 518 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), Vanguard Group Inc. ($5.41M), Norges Bank ($3.86M), Price T Rowe Associates Inc. MD ($3.59M), Jacobs Levy Equity Management Inc. ($3.46M), and Westfield Capital Management Co. LP ($3.40M).

How much institutional buying is happening at Vertiv?: Institutional investors have bought a total of 161,886,965 shares in the last 24 months. This purchase volume represents approximately $4.90B in transactions.
Which Vertiv major shareholders have been selling company stock?: Of the 226 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 Bamco Inc. NY ($2.45M).
How much institutional selling is happening at Vertiv?: Institutional investors have sold a total of 99,845,597 shares in the last 24 months. This volume of shares sold represents approximately $3.14B in transactions.