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Vertiv (VRT) Institutional Ownership

Vertiv logo
$290.29 -0.07 (-0.02%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$291.96 +1.67 (+0.58%)
As of 07/24/2026 07:34 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 Massive. 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)
1315
Total
Institutional Inflows
(last 12 months)
$10.28B
Number of
Institutional Sellers
(last 12 months)
721
Total
Institutional Outflows
(last 12 months)
$8.03B
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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
7/12/2026 First Community Trust NA3,615$1.21M0.5%+38.7%0.001%
7/10/2026 Annex Advisory Services LLC132,751$44.45M0.8%+3.4%0.035%
7/10/2026 Family Wealth Partners LLC600$201K0.1%N/A0.000%
7/10/2026 Magnolia Capital Management Ltd.3,100$1.04M0.7%-17.1%0.001%
7/10/2026 Tema ETFs LLC67,162$22.49M0.7%+10.7%0.017%
7/10/2026 Fiduciary Financial Group LLC1,875$628K0.1%-33.5%0.000%
7/10/2026 Lederer & Associates Investment Counsel CA3,937$1.32M0.9%-14.9%0.001%
7/10/2026 Clarus Wealth Advisors5,788$1.84M0.7%N/A0.002%
7/10/2026 Generali Investments Management Co LLC2,925$979K0.2%+1,516.0%0.001%
7/10/2026 Handelsbanken Fonder AB280,702$93.99M0.3%-12.4%0.073%
7/10/2026 Redhawk Wealth Advisors Inc.10,816$3.62M0.4%-11.7%0.003%
7/10/2026 Sage Capital Advisors llc19,582$6.56M1.4%+0.8%0.005%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors863$289K0.0%-10.9%0.000%
7/10/2026 Wealthcare Advisory Partners LLC17,268$5.78M0.1%-4.6%0.004%
7/9/2026 Financial Management Professionals Inc.252$84K0.0%+55.6%0.000%
7/9/2026 Bay Rivers Group1,136$380K0.1%N/A0.000%
7/9/2026 Finivi Inc.9,746$3.26M1.7%-28.0%0.003%
7/9/2026 Matrix Trust Co2,427$813K0.1%N/A0.001%
7/9/2026 Sapient Capital LLC84,211$28.20M0.4%+1.1%0.022%
7/9/2026 Focus Financial Network Inc.6,321$2.12M0.1%-68.8%0.002%
7/9/2026 Herbst Group LLC9,000$3.01M1.6%+2.3%0.002%
7/9/2026 StoneCrest Wealth Management Inc.8,050$2.70M0.9%-15.1%0.002%
7/9/2026 GoalVest Advisory LLC148$50K0.0%+87.3%0.000%
7/9/2026 Tactive Advisors LLC3,935$1.32M0.3%+2.7%0.001%
7/9/2026 Everhart Financial Group Inc.8,581$2.87M0.2%-18.4%0.002%
7/9/2026 Sax Wealth Advisors LLC6,490$2.17M0.1%-2.6%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.25,665$8.59M0.2%+8.7%0.007%
7/9/2026 Sunburst Financial Group LLC744$249K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC9,934$3.33M0.1%+14.2%0.003%
7/9/2026 Worth Asset Management LLC604$202K0.1%N/A0.000%
7/8/2026 MRA Advisory Group5,238$1.75M0.6%-27.9%0.001%
7/8/2026 Foresight Capital Management Advisors Inc.1,793$600K0.3%-8.3%0.000%
7/8/2026 Chesley Taft & Associates LLC7,173$2.40M0.1%-11.9%0.002%
7/8/2026 Trust Point Inc.965$323K0.0%N/A0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC1,641$549K0.2%-14.3%0.000%
7/8/2026 LifeGoal Investments LLC1,135$380K0.2%+37.1%0.000%
7/8/2026 Cooper Financial Group1,531$513K0.0%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC15,760$4.91M1.0%+0.4%0.004%
7/8/2026 Czech National Bank109,332$36.61M0.2%+4.9%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab66,924$22.41M0.2%+8.8%0.017%
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7/8/2026 Assenagon Asset Management S.A.71,497$23.94M0.0%-75.3%0.019%
7/7/2026 180 Wealth Advisors LLC811$272K0.0%-7.3%0.000%
7/7/2026 Post Resch Tallon Group Inc.715$239K0.2%-36.7%0.000%
7/7/2026 Foster Group Inc.956$320K0.0%+10.6%0.000%
7/7/2026 Dynamic Advisor Solutions LLC6,886$2.31M0.1%-12.6%0.002%
7/7/2026 Willner & Heller LLC2,595$869K0.5%-7.7%0.001%
7/7/2026 Graves Light Lenhart Wealth Inc.730$244K0.0%N/A0.000%
7/7/2026 GAMMA Investing LLC6,982$2.34M0.1%+37.2%0.002%
7/7/2026 Harbor Investment Advisory LLC9,718$3.25M0.2%+9.2%0.003%
7/7/2026 Central Pacific Bank Trust Division6,010$2.01M0.2%+20.5%0.002%
7/7/2026 Sandy Cove Advisors LLC684$229K0.1%N/A0.000%
7/7/2026 Waller Financial Planning Group Inc.705$236K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC5,740$1.92M0.1%+4.1%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.665$223K0.1%N/A0.000%
7/6/2026 Neville Rodie & Shaw Inc.59,296$19.85M1.3%-3.3%0.015%
7/6/2026 Stableford Capital II LLC3,213$1.08M0.4%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC23,221$7.78M0.6%-16.7%0.006%
7/6/2026 Private Client Services LLC653$219K0.1%N/A0.000%
7/6/2026 Dogwood Wealth Management LLC242$81K0.0%+23.5%0.000%
7/6/2026 Trilogy Capital Inc.20,682$6.93M0.3%-28.8%0.005%
7/2/2026 Silverleafe Capital Partners LLC6,181$2.07M0.6%+399.7%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB1,419$475K0.0%+22.3%0.000%
7/2/2026 Versant Capital Management Inc1,156$387K0.0%+3.0%0.000%
7/2/2026 Hilltop National Bank198$66K0.0%+164.0%0.000%
7/1/2026 Noble Wealth Management PBC202$68K0.0%-38.8%0.000%
7/1/2026 Adelphi Trust Co640$214K0.1%N/A0.000%
7/1/2026 Eastern Bank6,427$2.15M0.0%+19.5%0.002%
6/30/2026VectorGlobal IAG Inc.1,027$257K0.1%N/A0.000%
6/26/2026Ravenstone Capital Management Inc.160$40K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC408$102K0.0%+29.9%0.000%
6/22/2026 Sapient Capital LLC83,270$20.87M0.3%-58.4%0.022%
6/18/2026Pacer Advisors Inc.34,589$8.67M0.0%+108.8%0.009%
6/15/2026Lombard Odier Asset Management Europe Ltd15,950$4.00M0.0%-83.3%0.004%
6/12/2026Shariaportfolio Inc.8,414$2.11M0.9%-29.6%0.002%
6/9/2026 Rathbones Group PLC1,569$393K0.0%-2.4%0.000%
6/8/2026Pine Valley Investments Ltd Liability Co8,758$2.20M0.1%N/A0.002%
6/3/2026DV Trading LLC1,321$331K0.0%+127.4%0.000%
6/3/2026Parallel Advisors LLC9,564$2.40M0.0%+18.1%0.002%
6/3/2026NewEdge Advisors LLC119,374$29.91M0.1%-25.4%0.031%
6/1/2026Caerus Investment Advisors LLC3,163$793K0.3%+44.5%0.001%
6/1/2026Concorde Asset Management LLC6,303$1.58M0.8%-50.6%0.002%
5/26/2026Glenmede Trust Co. NA3,553$890K0.0%N/A0.001%
5/22/2026Groupama Asset Managment1,080$271K0.0%N/A0.000%
5/22/2026Verus Capital Partners LLC1,641$411K0.0%-77.0%0.000%
5/21/2026 Argent Capital Management LLC24,478$6.13M0.2%+93.2%0.006%
5/21/2026Essential Partners LLC7,239$1.81M0.6%+2.0%0.002%
5/21/2026Vestor Capital LLC50,406$12.63M0.9%+10,250.3%0.013%
5/21/2026 BankChampaign National Association6,651$1.67M1.7%N/A0.002%
5/21/2026Groupe la Francaise26,463$6.62M0.1%-32.2%0.007%
5/20/2026Liontrust Investment Partners LLP30,619$7.67M0.1%-64.5%0.008%
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5/20/2026Hobbs Group Advisors LLC5,329$1.34M0.4%-6.4%0.001%
5/20/2026Arete Wealth Advisors LLC13,728$3.44M0.2%+55.9%0.004%
5/20/2026 Boothe Investment Group Inc.27,893$6.99M2.2%-2.3%0.007%
5/19/2026McIlrath & Eck LLC1,433$359K0.0%+91.1%0.000%
5/19/2026 Sonoma Allocations LLC807$210K0.1%-35.4%0.000%
5/19/2026Eley Financial Management Inc19,673$4.93M1.7%-1.3%0.005%
5/19/2026 Royal Fund Management LLC23,631$5.92M0.6%-78.4%0.006%
5/19/2026Ariadne Wealth Management LP2,373$595K0.3%+4.5%0.001%
5/19/2026Bank of America Corp DE8,416,966$2.11B0.2%-8.8%2.191%
5/19/2026Edgestream Partners L.P.4,308$1.08M0.0%N/A0.001%


VRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,863 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($6.20B), Bank of America Corp DE ($2.11B), State Street Corp ($1.41B), FMR LLC ($1.31B), Geode Capital Management LLC ($1.14B), Price T Rowe Associates Inc. MD ($1.09B), and Morgan Stanley ($1.03B).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 1,731 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), Massachusetts Financial Services Co. MA ($9.09M), Jennison Associates LLC ($7.71M), Wellington Management Group LLP ($3.85M), Amundi ($3.78M), Vanguard Group Inc. ($3.72M), and Winslow Capital Management LLC ($3.58M).

Institutional investors have bought a total of 66,647,229 shares in the last 24 months. This purchase volume represents approximately $10.28B in transactions.

Of the 721 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: Amundi ($5.91M), 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), and Bamco Inc. NY ($1.42M).

Institutional investors have sold a total of 50,038,456 shares in the last 24 months. This volume of shares sold represents approximately $8.03B in transactions.


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This page (NYSE:VRT) was last updated on 7/27/2026 by MarketBeat.com Staff.
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