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Vertiv (VRT) Institutional Ownership

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$135.94 +3.35 (+2.53%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
637
Total
Institutional Inflows
(last 12 months)
$5.31B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$4.38B
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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
1/17/2025 Yeomans Consulting Group Inc.2,952$335K0.1%N/A0.001%
1/17/2025 Key Client Fiduciary Advisors LLC3,519$400K0.2%+10.7%0.001%
1/17/2025 Veracity Capital LLC5,698$647K0.2%+4.7%0.002%
1/17/2025 Secure Asset Management LLC2,128$242K0.0%N/A0.001%
1/17/2025 Donoghue Forlines LLC16,980$1.93M0.6%-26.8%0.005%
1/17/2025 Capital Planning Advisors LLC11,490$1.31M0.2%N/A0.003%
1/17/2025 Inspire Investing LLC7,166$814K0.1%N/A0.002%
1/17/2025 Goldstein Advisors LLC2,175$247K0.0%+7.3%0.001%
1/17/2025 Whalen Wealth Management Inc.4,240$482K0.3%N/A0.001%
1/17/2025 Avior Wealth Management LLC4,787$544K0.0%-7.9%0.001%
1/17/2025 Mutual Advisors LLC7,083$805K0.0%+16.6%0.002%
1/17/2025 Traynor Capital Management Inc.107,993$12.27M0.8%+66.2%0.029%
1/17/2025 Janney Montgomery Scott LLC155,496$17.67M0.0%-7.8%0.041%
1/17/2025 SG Americas Securities LLC3,205$364K0.0%-84.8%0.001%
1/17/2025 Sharp Financial Services LLC3,655$415K0.3%-7.6%0.001%
1/17/2025 Westside Investment Management Inc.1,335$152K0.0%-39.3%0.000%
1/17/2025 Janney Capital Management LLC81,735$9.29M0.6%-3.2%0.022%
1/17/2025 Magnus Financial Group LLC2,135$243K0.0%N/A0.001%
1/17/2025 Albion Financial Group UT108,687$12.35M0.8%+6.9%0.029%
1/17/2025 Viking Fund Management LLC17,000$1.93M0.3%+13.3%0.005%
1/17/2025 Global Trust Asset Management LLC590$67K0.0%+96.7%0.000%
1/17/2025 Dakota Wealth Management32,031$3.64M0.1%-22.2%0.009%
1/17/2025 Simon Quick Advisors LLC10,803$1.23M0.1%-5.8%0.003%
1/17/2025 Sheets Smith Wealth Management5,693$647K0.1%N/A0.002%
1/17/2025 Perfromance Wealth Partners LLC36,640$4.16M0.1%N/A0.010%
1/17/2025 Enclave Advisors LLC25,417$2.89M0.5%+201.5%0.007%
1/17/2025 Atomi Financial Group Inc.3,358$382K0.0%+9.4%0.001%
1/17/2025 Chesley Taft & Associates LLC10,445$1.19M0.1%-4.0%0.003%
1/17/2025 Segment Wealth Management LLC4,845$550K0.0%+3.6%0.001%
1/17/2025 Perpetual Ltd10,330$1.17M0.0%-96.0%0.003%
1/16/2025 ARS Investment Partners LLC162,412$18.45M1.7%-0.1%0.043%
1/16/2025 Koshinski Asset Management Inc.12,029$1.37M0.0%-1.2%0.003%
1/16/2025 Ulland Investment Advisors LLC58,575$6.66M4.2%+0.4%0.016%
1/16/2025 Mountain Pacific Investment Advisers LLC426,683$48.48M3.4%-2.1%0.114%
1/16/2025 Harbor Investment Advisory LLC4,397$500K0.0%+163.0%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB588$67K0.0%+57.6%0.000%
1/16/2025 Wealth Management Partners LLC2,780$316K0.1%N/A0.001%
1/16/2025 Diversify Advisory Services LLC4,377$497K0.0%N/A0.001%
1/16/2025 City Holding Co.400$45K0.0%N/A0.000%
1/16/2025 Polianta Ltd10,100$1.15M0.5%-15.1%0.003%
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1/15/2025 Oak Ridge Investments LLC12,500$1.42M0.1%+206.7%0.003%
1/15/2025 Aaron Wealth Advisors LLC3,688$419K0.0%-3.9%0.001%
1/15/2025 BNC Wealth Management LLC26,302$2.99M1.0%N/A0.007%
1/15/2025 IAM Advisory LLC6,012$683K0.2%+3.3%0.002%
1/15/2025 Kera Capital Partners Inc.67,006$7.61M2.2%N/A0.018%
1/15/2025 Jackson Square Capital LLC65,601$7.45M1.8%+82.2%0.017%
1/15/2025 Ameritas Advisory Services LLC18,241$2.07M0.1%-11.7%0.005%
1/15/2025 HB Wealth Management LLC4,498$511K0.0%+13.3%0.001%
1/15/2025 Shelton Wealth Management LLC10,398$1.18M0.6%-21.9%0.003%
1/15/2025 Arkadios Wealth Advisors6,236$709K0.0%+9.3%0.002%
1/15/2025 Arthur M. Cohen & Associates LLC4,525$514K0.1%N/A0.001%
1/15/2025 Brooklyn Investment Group491$56K0.0%+63.1%0.000%
1/15/2025 Sax Wealth Advisors LLC6,630$753K0.1%-7.8%0.002%
1/15/2025 Merit Financial Group LLC6,422$730K0.0%N/A0.002%
1/15/2025 Boston Common Asset Management LLC177,598$20.18M0.6%-20.3%0.047%
1/15/2025 Avanza Fonder AB35,556$4.04M0.1%N/A0.009%
1/15/2025 Wealthcare Advisory Partners LLC17,293$1.97M0.1%+6.0%0.005%
1/15/2025 Procyon Advisors LLC9,395$1.07M0.1%+73.3%0.003%
1/15/2025 Channel Wealth LLC20,789$2.36M0.8%-9.1%0.006%
1/15/2025 KMG Fiduciary Partners LLC28,749$3.27M0.3%N/A0.008%
1/15/2025 Bouvel Investment Partners LLC11,097$1.26M0.5%+1.1%0.003%
1/15/2025 Capital Advisors Wealth Management LLC1,837$209K0.0%N/A0.000%
1/15/2025 Retireful LLC13,678$1.55M0.9%N/A0.004%
1/15/2025 Carnegie Investment Counsel8,138$925K0.0%+28.2%0.002%
1/15/2025 Hennion & Walsh Asset Management Inc.16,569$1.88M0.1%+23.2%0.004%
1/14/2025 Mason & Associates Inc3,023$343K0.1%N/A0.001%
1/14/2025 StrongBox Wealth LLC1,845$210K0.1%N/A0.000%
1/14/2025 Steph & Co.1,260$143K0.0%-50.1%0.000%
1/14/2025 BluePath Capital Management LLC2,272$282K0.2%+10.3%0.001%
1/14/2025 HCR Wealth Advisors2,417$275K0.0%N/A0.001%
1/14/2025 Armstrong Advisory Group Inc.519$59K0.0%+37.7%0.000%
1/14/2025 CHURCHILL MANAGEMENT Corp5,021$570K0.0%-5.8%0.001%
1/14/2025 Wolff Wiese Magana LLC12,831$1.46M1.0%-1.5%0.003%
1/14/2025 Caldwell Investment Management Ltd.16,700$1.94M1.3%+67.0%0.004%
1/14/2025 Brendel Financial Advisors LLC2,114$240K0.1%N/A0.001%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.837$95K0.0%+16.9%0.000%
1/14/2025 Park Avenue Securities LLC11,250$1.28M0.0%+59.2%0.003%
1/14/2025 Assenagon Asset Management S.A.143,649$16.32M0.0%+156.9%0.038%
1/14/2025 Board of the Pension Protection Fund3,600$409K0.5%N/A0.001%
1/14/2025 Floyd Financial Group LLC8,573$974K0.8%N/A0.002%
1/14/2025 SeaCrest Wealth Management LLC21,858$2.48M0.3%+35.4%0.006%
1/14/2025 Accurate Wealth Management LLC2,234$254K0.0%+4.1%0.001%
1/14/2025 Ayrshire Capital Management LLC5,961$677K0.3%N/A0.002%
1/13/2025 Wright Investors Service Inc.6,685$759K0.2%-8.1%0.002%
1/13/2025 Grandview Asset Management LLC2,771$315K0.1%N/A0.001%
1/13/2025 FNY Investment Advisers LLC300$34K0.0%N/A0.000%
1/13/2025 Pallas Capital Advisors LLC5,377$611K0.0%+4.4%0.001%
1/13/2025 Friedenthal Financial6,746$766K0.4%N/A0.002%
1/13/2025 Grassi Investment Management12,150$1.38M0.1%N/A0.003%
1/13/2025 Harbour Capital Advisors LLC17,925$2.25M0.5%+5.3%0.005%
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1/13/2025 Wedmont Private Capital2,268$258K0.0%+8.8%0.001%
1/13/2025 Kieckhefer Group LLC36,004$4.09M2.5%N/A0.010%
1/13/2025 TT International Asset Management LTD34,833$3.96M0.6%-30.5%0.009%
1/10/2025 ORG Partners LLC956$109K0.0%+108.7%0.000%
1/10/2025 Watts Gwilliam & Co. LLC14,707$1.67M0.4%N/A0.004%
1/8/2025 First Hawaiian Bank3,447$392K0.0%+56.5%0.001%
1/8/2025 Fulton Bank N.A.3,252$369K0.0%+6.6%0.001%
1/8/2025 International Assets Investment Management LLC3,611$427K0.0%-97.5%0.001%
1/7/2025 Diversified Trust Co32,688$3.71M0.1%+0.4%0.009%
1/6/2025 Bard Financial Services Inc.20,675$2.35M0.3%-2.4%0.006%
(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, 857 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($2.75B), FMR LLC ($1.21B), State Street Corp ($759.61M), Coatue Management LLC ($663.38M), Geode Capital Management LLC ($592.43M), Barrow Hanley Mewhinney & Strauss LLC ($512.60M), and Jennison Associates LLC ($457.70M).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 757 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), Vanguard Group Inc. ($5.41M), Jennison Associates LLC ($4.59M), Norges Bank ($3.86M), Massachusetts Financial Services Co. MA ($3.82M), Price T Rowe Associates Inc. MD ($3.59M), and Westfield Capital Management Co. LP ($3.44M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 144,056,067 shares in the last 24 months. This purchase volume represents approximately $7.72B in transactions.

Which Vertiv major shareholders have been selling company stock?

Of the 346 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 ($13.56M), Clearbridge Investments LLC ($13.48M), UBS Group AG ($11.56M), Barrow Hanley Mewhinney & Strauss LLC ($9.79M), New South Capital Management Inc. ($7.14M), abrdn plc ($6.83M), and Impax Asset Management Group plc ($3.69M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 120,355,231 shares in the last 24 months. This volume of shares sold represents approximately $6.01B in transactions.



This page (NYSE:VRT) was last updated on 1/20/2025 by MarketBeat.com Staff
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