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Vertiv (VRT) Institutional Ownership

Vertiv logo
$280.76 +11.93 (+4.44%)
As of 09/4/2026 03:58 PM Eastern
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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)
1225
Total
Institutional Inflows
(last 12 months)
$70.20B
Number of
Institutional Sellers
(last 12 months)
700
Total
Institutional Outflows
(last 12 months)
$7.35B
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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
9/4/2026 Parkside Financial Bank & Trust695$233K0.0%+20.2%0.000%
9/2/2026 Range Advisory LLC2,217$742K0.1%+9.1%0.001%
9/2/2026 Brown Lisle Cummings Inc.24,954$8.36M1.8%+2.1%0.006%
8/27/2026 Corient Private Wealth LP53,061$17.77M0.0%+1.4%0.014%
8/27/2026 Formuepleje A S3,013$1.01M0.1%N/A0.001%
8/26/2026 Amundi1,391,089$465.76M0.1%-1.0%0.361%
8/26/2026 HighTower Advisors LLC129,978$43.52M0.0%+1.7%0.034%
8/25/2026 Groupe la Francaise104,073$34.86M0.4%+293.3%0.027%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al27,283$9.14M0.1%N/A0.007%
8/24/2026 California State Teachers Retirement System185,501,329$62.11B0.2%+33,242.5%48.184%
8/23/2026 Greenland Capital Management LP1,785$598K0.1%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC10,684$3.58M0.1%+404.0%0.003%
8/23/2026 Highlander Partners L.P.197,569$66.15M22.2%-25.0%0.051%
8/23/2026 Wedmont Private Capital4,984$1.59M0.0%+7.5%0.001%
8/23/2026 Kintra Wealth LLC1,411$472K0.0%-4.1%0.000%
8/23/2026 Yarger Wealth Strategies LLC1,701$543K0.2%+13.2%0.000%
8/23/2026 Ameliora Wealth Management Ltd.804$269K0.1%N/A0.000%
8/23/2026 HB Wealth Management LLC13,699$4.59M0.0%+13.9%0.004%
8/23/2026 Clay Northam Wealth Management LLC2,455$822K0.4%+9.1%0.001%
8/23/2026 Saudi Central Bank25,443$8.52M0.1%+89.8%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.5,778$1.94M0.7%-8.3%0.002%
8/23/2026 Angeles Wealth Management LLC1,293$433K0.0%+14.6%0.000%
8/23/2026 Chokshi & Queen Wealth Advisors Inc4,450$1.49M0.7%+256.0%0.001%
8/22/2026 Compass Financial Management LLC6,754$2.13M0.2%N/A0.002%
8/22/2026 AlphaGrep UK Ltd1,084$363K0.1%-47.7%0.000%
8/22/2026 MW Advisory LLC970$325K0.1%N/A0.000%
8/22/2026 Markowski Investments450$151K0.0%N/A0.000%
8/22/2026 Turner Financial Group Inc.743$249K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.7,869$2.64M1.8%-13.1%0.002%
8/22/2026 Strive Financial Group LLC1,297$434K0.2%+132.9%0.000%
8/22/2026 Elevation Wealth Management LLC722$242K0.2%N/A0.000%
8/22/2026 Plan A Wealth LLC2,594$869K0.4%+4.3%0.001%
8/22/2026 Three Seasons Wealth LLC2,491$834K0.1%N/A0.001%
8/22/2026 SMART Wealth LLC6,316$2.12M0.5%-26.3%0.002%
8/22/2026 Raiffeisen Bank International AG149,772$45.98M0.5%-15.6%0.039%
8/22/2026 Investor s Fiduciary Advisor Network LLC750$251K0.1%N/A0.000%
8/22/2026 Legacy Wealth Managment LLC ID711$238K0.1%+68.5%0.000%
8/22/2026 NWF Advisory Services Inc.750$251K0.0%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.77,927$24.28M0.1%-16.9%0.020%
8/22/2026 Premier Path Wealth Partners LLC1,014$340K0.0%+14.1%0.000%
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8/22/2026 Concurrent Investment Advisors LLC46,653$15.62M0.1%+26.7%0.012%
8/22/2026 Prosperitas Financial LLC26,475$8.86M2.8%+0.7%0.007%
8/22/2026 NEOS Investment Management LLC61,679$20.65M0.1%+10.5%0.016%
8/21/2026 AXQ Capital LP9,800$3.28M0.4%+171.3%0.003%
8/21/2026 Mason & Associates Inc4,255$1.43M0.2%+3.1%0.001%
8/21/2026 Fortune 45 LLC1,361$456K0.2%+9.5%0.000%
8/21/2026 Retireful LLC5,554$1.86M1.8%+43.2%0.001%
8/21/2026 Strengthening Families & Communities LLC8,422$2.82M0.7%N/A0.002%
8/21/2026 Paragon Private Wealth Management LLC896$300K0.1%N/A0.000%
8/21/2026 Nykredit A S338,762$113.42M0.4%N/A0.088%
8/21/2026 B. Metzler seel. Sohn & Co. AG28,843$9.66M0.1%+35.7%0.007%
8/21/2026 Sunburst Financial Group LLC744$249K0.0%N/A0.000%
8/21/2026 Natural Investments LLC938$314K0.1%-12.9%0.000%
8/21/2026 XML Financial LLC1,415$474K0.0%-17.3%0.000%
8/21/2026 Beacon Financial Advisory LLC2,682$898K0.2%+3.8%0.001%
8/21/2026 Symphony Financial Ltd. Co.1,725$570K0.1%+25.2%0.000%
8/21/2026 Secure Asset Management LLC2,108$706K0.1%-7.9%0.001%
8/21/2026 Clarus Wealth Advisors5,788$1.84M0.7%N/A0.002%
8/21/2026 Independence Bank of Kentucky45,817$15.34M1.7%-3.9%0.012%
8/21/2026 Requisite Capital Management LLC2,515$842K0.1%+4.1%0.001%
8/21/2026 Acorn Wealth Advisors LLC758$254K0.1%N/A0.000%
8/21/2026 Aubrey Capital Management Ltd13,700$4.59M2.8%-13.8%0.004%
8/20/2026 Proficio Capital Partners LLC2,039$683K0.0%N/A0.001%
8/20/2026 Nwam LLC25,241$8.45M0.4%-14.8%0.007%
8/20/2026 Teza Capital Management LLC1,239$415K0.8%N/A0.000%
8/20/2026 Rehmann Capital Advisory Group2,392$801K0.0%+12.5%0.001%
8/20/2026 NS Partners Ltd28,447$9.53M0.4%N/A0.007%
8/20/2026 CMH Wealth Management LLC37,825$12.67M1.9%+0.6%0.010%
8/20/2026 Fundsmith LLP41,893$14.03M0.1%-54.1%0.011%
8/20/2026 Advocacy Wealth Management LLC55,976$18.74M0.3%-0.9%0.015%
8/20/2026 CTC Alternative Strategies Ltd.4,560$1.53M2.2%N/A0.001%
8/20/2026 BTG Pactual Asset Management US LLC2,649$887K0.1%-1.8%0.001%
8/20/2026 Senator Investment Group LP68,746$23.02M0.8%-73.6%0.018%
8/20/2026 Quantitative Investment Management LLC4,095$1.37M0.2%N/A0.001%
8/20/2026 Ancora Advisors LLC15,908$5.33M0.1%-2.5%0.004%
8/20/2026 Susquehanna Fundamental Investments LLC81,371$27.25M0.5%N/A0.021%
8/20/2026 Sigma Planning Corp20,689$6.93M0.2%-23.4%0.005%
8/20/2026 B & T Capital Management DBA Alpha Capital Management2,504$838K0.1%-14.7%0.001%
8/20/2026 Benjamin Edwards Inc.2,663$892K0.0%+32.1%0.001%
8/20/2026 GTS Securities LLC6,370$2.13M0.0%+214.3%0.002%
8/20/2026 Alyeska Investment Group L.P.285,889$95.72M0.2%N/A0.074%
8/20/2026 Flputnam Investment Management Co.8,350$2.80M0.0%-1.9%0.002%
8/20/2026 Northwestern Mutual Wealth Management Co.114,072$38.19M0.0%+34.7%0.030%
8/20/2026 Wedbush Securities Inc.27,332$9.15M0.2%+38.6%0.007%
8/20/2026 Rational Advisors Inc.2,482$831K0.1%-17.8%0.001%
8/20/2026 Meiji Yasuda Life Insurance Co11,867$3.97M0.1%+7.1%0.003%
8/20/2026 Thornburg Investment Management Inc.20,161$6.75M0.1%-82.5%0.005%
8/19/2026 Capital Advisors Inc. OK1,484$497K0.0%+2.7%0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,256,647$755.57M0.1%-0.9%0.586%
8/19/2026 Royal London Asset Management Ltd.651,474$218.13M0.4%-14.5%0.169%
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8/19/2026 Mufg Securities Americas Inc.11,569$3.87M0.2%+9.3%0.003%
8/19/2026 Van ECK Associates Corp18,136$6.07M0.0%+356.5%0.005%
8/19/2026 Nissay Asset Management Corp Japan104,232$34.90M0.1%-44.5%0.027%
8/19/2026 Braun Stacey Associates Inc.203,508$68.14M1.9%-15.6%0.053%
8/19/2026 Navellier & Associates Inc.99,894$33.45M2.7%+5.1%0.026%
8/19/2026 Wellington Management Group LLP3,794,360$1.27B0.2%+14.1%0.986%
8/18/2026 Ratan Capital Management LP68,319$22.88M7.4%N/A0.018%
8/17/2026 Corient Private Wealth LP58,209$19.28M0.0%+11.3%0.015%
8/15/2026 Freestone Grove Partners LP41,852$14.01M0.1%N/A0.011%
8/15/2026 Caisse de depot et placement du Quebec260,663$87.28M0.1%-32.8%0.068%


VRT Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,889 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were California State Teachers Retirement System ($62.11B), Vanguard Group Inc. ($6.20B), Bank of America Corp DE ($2.11B), State Street Corp ($1.41B), FMR LLC ($1.31B), Wellington Management Group LLP ($1.27B), and Geode Capital Management LLC ($1.14B).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 1,754 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: California State Teachers Retirement System ($184.97M), 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), and Vanguard Group Inc. ($3.72M).

Institutional investors have bought a total of 230,824,918 shares in the last 24 months. This purchase volume represents approximately $70.20B in transactions.

Of the 700 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 41,856,832 shares in the last 24 months. This volume of shares sold represents approximately $7.35B in transactions.


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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 9/4/2026. New 13F filings are added each quarter as they're published.
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