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Vertiv (VRT) Institutional Ownership

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$358.96 +17.94 (+5.26%)
Closing price 05/6/2026 03:59 PM Eastern
Extended Trading
$356.52 -2.44 (-0.68%)
As of 07:47 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)
1376
Total
Institutional Inflows
(last 12 months)
$11.60B
Number of
Institutional Sellers
(last 12 months)
745
Total
Institutional Outflows
(last 12 months)
$8.40B
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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
5/7/2026World Equity Group Inc.2,842$712K0.2%+3.5%0.001%
5/7/2026Hanseatic Management Services Inc.2,435$610K0.6%N/A0.001%
5/7/2026Valley Wealth Managers Inc.8,991$2.25M0.1%+275.9%0.002%
5/7/2026Mediolanum International Funds Ltd146,183$34.24M0.4%+12.0%0.038%
5/7/2026Spartan Wealth Advisory Services LLC13,223$3.31M0.3%N/A0.003%
5/7/2026WealthTrust Asset Management LLC6,112$1.53M0.9%-1.2%0.002%
5/7/2026Crescent Grove Advisors LLC1,436$360K0.0%-49.2%0.000%
5/7/2026Paces Ferry Wealth Advisors LLC1,095$274K0.1%N/A0.000%
5/6/2026Jennison Associates LLC1,176$295K0.0%N/A0.000%
5/6/2026Annis Gardner Whiting Capital Advisors LLC4,021$1.01M0.2%+2.0%0.001%
5/6/2026California Public Employees Retirement System709,114$177.69M0.1%-1.5%0.185%
5/6/2026Quadrant Private Wealth Management LLC810$203K0.0%N/A0.000%
5/6/2026Bartlett & CO. Wealth Management LLC162$41K0.0%N/A0.000%
5/6/2026Simon Quick Advisors LLC6,405$1.61M0.1%-11.2%0.002%
5/6/2026FSA Advisors Inc.6,592$1.65M1.1%+6.1%0.002%
5/6/2026Aire Advisors LLC2,170$544K0.1%+7.4%0.001%
5/6/2026Kera Capital Partners Inc.70,093$17.56M2.2%-8.4%0.018%
5/6/2026Cornerstone Planning Group LLC130$33K0.0%+60.5%0.000%
5/6/2026Gryphon Financial Partners LLC1,861$466K0.0%-13.6%0.000%
5/6/2026Copeland Capital Management LLC56,076$14.05M0.3%+906.0%0.015%
5/6/2026Modera Wealth Management LLC2,126$533K0.0%+2.5%0.001%
5/6/2026Assetmark Inc.6,352$1.59M0.0%+91.4%0.002%
5/6/2026Graphene Investments SAS11,000$2.76M1.8%-31.3%0.003%
5/6/2026Angeles Wealth Management LLC1,128$283K0.0%N/A0.000%
5/6/2026Bessemer Group Inc.2,174$545K0.0%+282.7%0.001%
5/6/2026Jag Capital Management LLC80,881$20.27M2.3%-25.7%0.021%
5/6/2026 SteelPeak Wealth LLC19,046$4.77M0.1%-22.5%0.005%
5/6/2026 Allspring Global Investments Holdings LLC930,685$241.39M0.4%+8.9%0.242%
5/6/2026 Independent Financial Group LLC10,321$2.59M0.1%N/A0.003%
5/6/2026 Smart Money Group LLC1,054$264K0.1%N/A0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super69,954$17.53M0.3%N/A0.018%
5/5/2026 Quartz Partners LLC10,901$2.73M1.1%-9.6%0.003%
5/5/2026 Westover Capital Advisors LLC8,691$2.18M0.4%-1.1%0.002%
5/5/2026 Wealthfront Advisers LLC63,475$15.91M0.0%+10.7%0.017%
5/5/2026 D.A. Davidson & CO.4,470$1.12M0.0%-14.9%0.001%
5/5/2026 RFG Bristol Wealth Advisors LLC4,317$1.08M0.3%-7.5%0.001%
5/5/2026 Bank of New York Mellon Corp2,410,642$604.06M0.1%+33.7%0.628%
5/5/2026 Illinois Municipal Retirement Fund19,278$4.83M0.1%-1.6%0.005%
5/5/2026 Harmony Asset Management LLC10,706$2.68M0.8%+10.3%0.003%
5/5/2026 Geneos Wealth Management Inc.2,181$547K0.0%+10.2%0.001%
5/5/2026 MASTERINVEST Kapitalanlage GmbH7,336$1.84M0.2%-19.3%0.002%
5/5/2026 NFSG Corp2,098$526K0.1%-21.9%0.001%
5/5/2026 Ethos Financial Group LLC1,756$440K0.0%+13.4%0.000%
5/5/2026 Aubrey Capital Management Ltd15,900$3.98M2.1%-18.0%0.004%
5/5/2026 Mandatum Life Insurance Co Ltd11,700$2.93M0.7%N/A0.003%
5/5/2026 Opinicus Capital Inc.2,960$742K0.5%-18.6%0.001%
5/5/2026 Zweig DiMenna Associates LLC79,583$19.94M2.8%-21.7%0.021%
5/5/2026 Sanctuary Advisors LLC62,339$15.62M0.1%-0.9%0.016%
5/5/2026 Sterling Investment Advisors Ltd.22,855$5.73M0.9%+1.7%0.006%
5/5/2026 Sigma Planning Corp27,023$6.77M0.2%-2.0%0.007%
5/5/2026 Nwam LLC29,621$7.42M0.4%-21.5%0.008%
5/5/2026 Flynn Zito Capital Management LLC911$228K0.1%N/A0.000%
5/5/2026 Maryland State Retirement & Pension System19,103$4.79M0.1%+1.5%0.005%
5/5/2026 Hillsdale Investment Management Inc.4,600$1.15M0.0%N/A0.001%
5/5/2026 Hartford Funds Management Co LLC5,495$1.38M0.1%-21.5%0.001%
5/4/2026 ABC Arbitrage SA1,360$341K0.0%N/A0.000%
5/4/2026 Calamos Wealth Management LLC1,203$301K0.0%N/A0.000%
5/4/2026 Calamos Advisors LLC1,203$301K0.0%N/A0.000%
5/4/2026 Legacy Capital Group California Inc.1,167$292K0.1%-37.2%0.000%
5/4/2026 NBZ Investment Advisors LLC4,805$1.20M0.5%N/A0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,833$459K0.0%+7.6%0.000%
5/4/2026 Bleakley Financial Group LLC11,935$2.99M0.0%N/A0.003%
5/4/2026 Archer Investment Corp1,528$383K0.1%+2,783.0%0.000%
5/4/2026 Center for Financial Planning Inc.157$39K0.0%+554.2%0.000%
5/4/2026 State of Michigan Retirement System395,600$99.13M0.5%+65.3%0.103%
5/4/2026 Principal Financial Group Inc.432,873$108.47M0.1%+4,431.3%0.113%
5/4/2026 First Growth Capital LLC73,156$18.97M17.0%+0.1%0.019%
5/4/2026 Triglav Investments D.O.O.25,113$6.29M0.4%N/A0.007%
5/4/2026 Y.D. More Investments Ltd13,202$3.31M0.1%N/A0.003%
5/4/2026 J. Safra Sarasin Holding AG8,747$2.19M0.0%-12.2%0.002%
5/4/2026 Moment Partners LLC1,212$304K0.1%-16.4%0.000%
5/4/2026 Teachers Retirement System of The State of Kentucky29,900$7.49M0.1%N/A0.008%
5/4/2026 Procyon Advisors LLC920$231K0.0%N/A0.000%
5/2/2026 LGT Fund Management Co Ltd.36,794$9.22M0.4%+394.0%0.010%
5/2/2026 Global Assets Advisory LLC4,115$1.03M0.2%-12.1%0.001%
5/2/2026 International Assets Investment Management LLC12,415$3.22M0.1%-27.4%0.003%
5/2/2026 Trifecta Capital Advisors LLC28,650$7.18M1.1%+8.4%0.007%
5/2/2026 Arlington Capital Management Inc.7,269$1.82M1.0%-7.8%0.002%
5/2/2026 Diversify Wealth Management LLC8,469$2.12M0.0%N/A0.002%
5/2/2026 Valmark Advisers Inc.1,178$295K0.0%N/A0.000%
5/2/2026 Carnegie Investment Counsel17,676$4.43M0.1%-8.4%0.005%
5/2/2026 SFE Investment Counsel3,052$765K0.1%+1.1%0.001%
5/1/2026 180 Wealth Advisors LLC875$219K0.0%N/A0.000%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS89,113$22.33M0.1%N/A0.023%
5/1/2026 Citizens Financial Group Inc. RI10,670$2.67M0.0%+13.1%0.003%
5/1/2026 Midwest Trust Co1,827$458K0.0%+4.5%0.000%
5/1/2026 Fifth Third Bancorp105,569$26.45M0.0%+1,471.9%0.027%
5/1/2026 Sovran Advisors LLC1,893$474K0.0%-93.5%0.000%
5/1/2026 American Trust3,040$762K0.1%-21.8%0.001%
5/1/2026 Signature Resources Capital Management LLC100$25K0.0%-27.5%0.000%
5/1/2026 Sachetta LLC123$31K0.0%+41.4%0.000%
5/1/2026 Washburn Capital Management Inc.2,350$589K0.3%-6.0%0.001%
5/1/2026 Darwin Wealth Management LLC11,851$2.97M0.9%+11.8%0.003%
5/1/2026 Simplicity Wealth LLC2,297$576K0.0%+39.4%0.001%
5/1/2026 Candriam S.C.A.123,118$30.85M0.2%+294.1%0.032%
5/1/2026 Beacon Harbor Wealth Advisors Inc.29,597$7.42M1.6%N/A0.008%
5/1/2026 Sequoia Financial Advisors LLC21,345$5.35M0.0%+23.0%0.006%
5/1/2026 Independence Bank of Kentucky47,697$11.95M1.5%-15.7%0.012%
5/1/2026 Kornitzer Capital Management Inc. KS63,512$15.92M0.3%-24.4%0.017%
4/30/2026 Costello Asset Management INC2,497$626K0.2%-39.1%0.001%


VRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRT shares?

During the previous two years, 1,819 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($6.20B), State Street Corp ($1.41B), FMR LLC ($1.31B), Geode Capital Management LLC ($1.14B), Price T Rowe Associates Inc. MD ($1.09B), Morgan Stanley ($1.03B), and Invesco Ltd. ($967.88M).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 1,689 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), Vanguard Group Inc. ($5.49M), Wellington Management Group LLP ($3.85M), Amundi ($3.78M), and Price T Rowe Associates Inc. MD ($3.67M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 86,488,268 shares in the last 24 months. This purchase volume represents approximately $11.59B in transactions.

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

Of the 740 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 ($5.60M), Barrow Hanley Mewhinney & Strauss LLC ($4.36M), Axiom Investors LLC DE ($3.82M), Victory Capital Management Inc. ($3.39M), Nordea Investment Management AB ($2.92M), Fred Alger Management LLC ($2.67M), and Invesco Ltd. ($2.29M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 63,071,216 shares in the last 24 months. This volume of shares sold represents approximately $8.40B in transactions.



This page (NYSE:VRT) was last updated on 5/7/2026 by MarketBeat.com Staff.
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