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Vertiv (VRT) Institutional Ownership

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$71.41 +1.80 (+2.59%)
As of 04/14/2025 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
868
Total
Institutional Inflows
(last 12 months)
$8.24B
Number of
Institutional Sellers
(last 12 months)
444
Total
Institutional Outflows
(last 12 months)
$5.88B
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VRT Institutional Buying and Selling by Quarter

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Vertiv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Pallas Capital Advisors LLC8,669$626K0.0%+61.2%0.002%
4/14/2025Farther Finance Advisors LLC5,887$443K0.0%+62.2%0.002%
4/14/2025Outlook Wealth Advisors LLC6,577$475K0.1%N/A0.002%
4/14/2025KMG Fiduciary Partners LLC32,652$2.36M0.2%+13.6%0.009%
4/14/2025Patriot Financial Group Insurance Agency LLC3,527$255K0.0%N/A0.001%
4/14/2025Wedmont Private Capital2,965$206K0.0%+30.7%0.001%
4/14/2025Gemmer Asset Management LLC8,266$597K0.1%N/A0.002%
4/11/2025 Independence Bank of Kentucky52,773$3.81M0.6%+94.3%0.014%
4/11/2025 Congress Asset Management Co.8,722$630K0.0%-3.1%0.002%
4/11/2025 StoneCrest Wealth Management Inc.7,785$562K0.4%N/A0.002%
4/11/2025 IAM Advisory LLC5,564$402K0.1%-7.5%0.001%
4/11/2025 SeaCrest Wealth Management LLC5,799$419K0.0%-73.5%0.002%
4/11/2025 Prospect Financial Services LLC3,195$231K0.1%+26.8%0.001%
4/11/2025 Procyon Advisors LLC7,779$562K0.0%-17.2%0.002%
4/11/2025 Intellectus Partners LLC8,920$644K0.2%+4.9%0.002%
4/11/2025 MRA Advisory Group9,140$660K0.4%N/A0.002%
4/10/2025 Chesley Taft & Associates LLC8,777$634K0.0%-16.0%0.002%
4/10/2025 Arthur M. Cohen & Associates LLC5,905$426K0.1%+30.5%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.452$33K0.0%-46.0%0.000%
4/10/2025 Wealth Management Partners LLC11,485$829K0.4%+313.1%0.003%
4/10/2025 Grassi Investment Management47,900$3.46M0.3%+294.2%0.013%
4/10/2025 Channel Wealth LLC20,103$1.45M0.5%-3.3%0.005%
4/10/2025 Clare Market Investments LLC12,525$904K0.2%-9.0%0.003%
4/10/2025 Benson Investment Management Company Inc.62,410$4.51M2.0%N/A0.016%
4/10/2025 Key Client Fiduciary Advisors LLC6,929$500K0.2%+96.9%0.002%
4/10/2025 Veracity Capital LLC4,916$355K0.1%-13.7%0.001%
4/10/2025 Nixon Peabody Trust Co.69,966$5.05M0.4%+59.8%0.018%
4/10/2025 Floyd Financial Group LLC10,912$788K0.7%+27.3%0.003%
4/10/2025 Hennion & Walsh Asset Management Inc.19,693$1.42M0.1%+18.9%0.005%
4/10/2025 Viking Fund Management LLC38,000$2.74M0.4%+123.5%0.010%
4/10/2025 Whipplewood Advisors LLC22,373$1.62M0.5%+2,272.5%0.006%
4/9/2025 Swisher Financial Concepts Inc.3,554$257K0.2%N/A0.001%
4/9/2025 Merit Financial Group LLC13,709$990K0.0%+113.5%0.004%
4/9/2025 Harbor Investment Advisory LLC4,584$331K0.0%+4.3%0.001%
4/9/2025 NBC Securities Inc.20,798$1.50M0.1%+148,457.1%0.005%
4/9/2025 Wright Investors Service Inc.7,283$526K0.2%+8.9%0.002%
4/9/2025 Sanders Morris Harris LLC7,250$545K0.1%+3.6%0.002%
4/8/2025 Rhumbline Advisers475,619$34.34M0.0%-0.6%0.125%
4/8/2025 Presidio Capital Management LLC5,930$428K0.2%+28.2%0.002%
4/8/2025 Rothschild Investment LLC1,736$125K0.0%+23.2%0.000%
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4/8/2025 Parallel Advisors LLC3,430$248K0.0%-29.0%0.001%
4/7/2025 GAMMA Investing LLC183,532$13.25M0.0%+6,323.9%0.048%
4/7/2025 AdvisorNet Financial Inc921$66K0.0%+522.3%0.000%
4/3/2025 Central Pacific Bank Trust Division1,447$104K0.0%-89.7%0.000%
4/3/2025 First Hawaiian Bank4,045$292K0.0%+17.3%0.001%
4/3/2025 Boston Common Asset Management LLC173,766$12.55M0.4%-2.2%0.046%
4/2/2025 Lederer & Associates Investment Counsel CA9,384$678K0.5%N/A0.002%
4/2/2025 Kera Capital Partners Inc.69,637$5.03M1.5%+3.9%0.018%
4/1/2025 Neville Rodie & Shaw Inc.55,355$4.00M0.3%+33.2%0.015%
4/1/2025 MassMutual Private Wealth & Trust FSB768$55K0.0%+30.6%0.000%
3/18/2025California State Teachers Retirement System562,183$63.87M0.1%-3.9%0.148%
3/17/2025NorthCrest Asset Manangement LLC5,102$580K0.0%+5.2%0.001%
3/14/2025Lansforsakringar Fondforvaltning AB publ 114,272$12.98M0.2%N/A0.030%
3/12/2025Centaurus Financial Inc.1,777$202K0.0%-56.4%0.000%
3/12/2025Wealthedge Investment Advisors LLC5,625$639K0.3%N/A0.001%
3/11/2025Lighthouse Financial LLC16,517$1.88M1.5%N/A0.004%
3/6/2025IronOak Wealth LLC.8,203$932K1.0%N/A0.002%
2/28/2025Park Square Financial Group LLC620$70K0.0%N/A0.000%
2/28/2025Menard Financial Group LLC5,652$642K0.4%-13.7%0.002%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH343,811$39.06M0.1%N/A0.092%
2/27/2025Carolinas Wealth Consulting LLC2,001$227K0.0%-14.9%0.001%
2/26/2025Virtue Capital Management LLC15,750$1.79M0.4%+4.6%0.004%
2/25/2025B. Riley Wealth Advisors Inc.8,555$972K0.0%+31.6%0.002%
2/25/2025Integrated Advisors Network LLC11,271$1.28M0.1%-13.8%0.003%
2/25/2025Polar Asset Management Partners Inc.22,800$2.59M0.0%-41.5%0.006%
2/24/2025Great Valley Advisor Group Inc.28,759$3.27M0.1%-7.7%0.008%
2/24/2025Ameriflex Group Inc.320$37K0.0%N/A0.000%
2/22/2025American Trust5,793$658K0.1%-2.6%0.002%
2/20/2025Mackenzie Financial Corp104,187$11.84M0.0%+24.5%0.028%
2/20/2025Forum Financial Management LP2,705$307K0.0%N/A0.001%
2/19/2025Toronto Dominion Bank46,629$5.30M0.0%+7.1%0.012%
2/19/2025DigitalBridge Group Inc.230,403$26.18M1.9%-23.3%0.061%
2/19/2025Richmond Investment Services LLC6,164$700K0.4%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio253,297$28.78M0.1%-12.3%0.067%
2/18/2025Vega Investment Solutions14,300$1.63M1.3%N/A0.004%
2/18/2025Sunbelt Securities Inc.15,533$1.80M0.2%+13.6%0.004%
2/18/2025GTS Securities LLC1,786$203K0.0%-105.8%0.000%
2/18/2025Fourth Dimension Wealth LLC530$60K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.5,594$636K0.1%+25.2%0.001%
2/18/2025Gordian Capital Singapore Pte Ltd16,400$1.86M0.9%+92.9%0.004%
2/18/2025Pinkerton Retirement Specialists LLC2,079$236K0.0%N/A0.001%
2/18/2025Harmony Asset Management LLC3,145$357K0.1%+21.2%0.001%
2/18/2025Focus Partners Advisor Solutions LLC3,226$367K0.0%+3.1%0.001%
2/18/2025Glen Eagle Advisors LLC926$105K0.0%N/A0.000%
2/18/2025Principal Street Partners LLC7,780$884K0.2%-48.5%0.002%
2/18/2025Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.343,303$39.00M4.7%N/A0.091%
2/18/2025Delta Investment Management LLC4,632$526K0.1%+7.5%0.001%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,314,934$263M0.1%+54.1%0.617%
2/17/2025USS Investment Management Ltd68,301$7.76M0.1%N/A0.018%
2/17/2025Voloridge Investment Management LLC607,384$69.01M0.2%+370.7%0.162%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
2/17/2025Whale Rock Capital Management LLC1,193,773$135.63M1.6%+7.5%0.318%
2/17/2025Williams Jones Wealth Management LLC.317,694$36.09M0.4%+2.3%0.085%
2/17/2025Woodline Partners LP81,552$9.27M0.1%-80.0%0.022%
2/17/2025Zimmer Partners LP50,000$5.68M0.1%+42.9%0.013%
2/17/2025Vident Advisory LLC23,434$2.66M0.0%+197.5%0.006%
2/17/2025WBI Investments LLC7,113$808K0.2%N/A0.002%
2/17/2025Two Sigma Advisers LP3,900$443K0.0%-91.8%0.001%
2/17/2025Two Sigma Investments LP226,503$25.73M0.1%-39.8%0.060%
2/17/2025Temasek Holdings Private Ltd210,881$23.96M0.1%-62.9%0.056%
2/17/2025Teza Capital Management LLC2,458$279K0.0%-82.5%0.001%
(Data available from 1/1/2016 forward)

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VRT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VRT shares?

During the previous two years, 1,152 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($4.13B), FMR LLC ($1.31B), Jennison Associates LLC ($880.97M), State Street Corp ($759.61M), Geode Capital Management LLC ($688.26M), Coatue Management LLC ($663.38M), and Massachusetts Financial Services Co. MA ($597.38M).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 1,013 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 ($30.51M), Massachusetts Financial Services Co. MA ($9.08M), Jennison Associates LLC ($7.75M), Norges Bank ($7.31M), Vanguard Group Inc. ($6.66M), Wellington Management Group LLP ($3.85M), and Price T Rowe Associates Inc. MD ($3.67M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 166,851,647 shares in the last 24 months. This purchase volume represents approximately $11.23B in transactions.

Which Vertiv major shareholders have been selling company stock?

Of the 505 institutional investors that sold Vertiv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($14.21M), Clearbridge Investments LLC ($12.91M), Barrow Hanley Mewhinney & Strauss LLC ($8.24M), New South Capital Management Inc. ($7.11M), abrdn plc ($6.82M), Impax Asset Management Group plc ($3.82M), and Bamco Inc. NY ($3.50M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 120,206,570 shares in the last 24 months. This volume of shares sold represents approximately $7.77B in transactions.



This page (NYSE:VRT) was last updated on 4/15/2025 by MarketBeat.com Staff
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