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Vertiv (VRT) Institutional Ownership

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$120.04 +4.60 (+3.98%)
(As of 12/20/2024 05:45 PM ET)

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
601
Total
Institutional Inflows
(last 12 months)
$5.17B
Number of
Institutional Sellers
(last 12 months)
271
Total
Institutional Outflows
(last 12 months)
$4.34B
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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
12/19/2024 Principal Financial Group Inc.165,557$16.47M0.0%+430.5%0.044%
12/13/2024 Lord Abbett & CO. LLC843,058$83.88M0.3%+31.6%0.225%
12/13/2024 B. Riley Wealth Advisors Inc.6,502$660K0.0%+18.6%0.002%
11/29/2024 American Trust5,948$592K0.0%-7.8%0.002%
11/27/2024 Franklin Resources Inc.1,056,977$105.16M0.0%-46.8%0.282%
11/25/2024 Tidal Investments LLC62,629$6.23M0.1%-61.6%0.017%
11/25/2024 Optimist Retirement Group LLC2,677$266K0.1%-2.8%0.001%
11/25/2024 Blankinship & Foster LLC88,435$8.80M1.4%N/A0.024%
11/25/2024 Wilmington Savings Fund Society FSB5,865$584K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC12,360$1.23M0.0%N/A0.003%
11/25/2024 Sanctuary Advisors LLC47,179$4.69M0.0%+170.2%0.013%
11/20/2024 Westside Investment Management Inc.2,200$219K0.0%-9.7%0.001%
11/20/2024 Bard Financial Services Inc.21,175$2.11M0.2%-5.6%0.006%
11/19/2024 Old West Investment Management LLC28,372$2.82M1.1%+44.1%0.008%
11/19/2024 TCW Group Inc.498,387$49.59M0.4%+9.5%0.133%
11/18/2024 Virtue Capital Management LLC15,061$1.50M0.3%+1.2%0.004%
11/18/2024 Toronto Dominion Bank43,521$4.33M0.0%+26.6%0.012%
11/18/2024 TT International Asset Management LTD50,098$4.98M0.6%+746.5%0.013%
11/18/2024 Coldstream Capital Management Inc.5,134$528K0.0%+10.0%0.001%
11/16/2024 Geode Capital Management LLC5,951,784$592.43M0.0%+7.4%1.586%
11/15/2024 Vestcor Inc39,734$3.95M0.1%+155.6%0.011%
11/15/2024 M&T Bank Corp35,911$3.57M0.0%+6.5%0.010%
11/15/2024 Barclays PLC431,586$42.94M0.0%+51.4%0.115%
11/15/2024 Continuum Advisory LLC1,481$147K0.0%+36.2%0.000%
11/15/2024 LRI Investments LLC879$87K0.0%-61.0%0.000%
11/15/2024 Gordian Capital Singapore Pte Ltd8,500$846K0.3%+112.5%0.002%
11/15/2024 Public Employees Retirement System of Ohio288,900$28.74M0.1%-0.9%0.077%
11/15/2024 Groupama Asset Managment924$92K0.0%N/A0.000%
11/15/2024 Nomura Asset Management Co. Ltd.280,984$27.96M0.1%+195.1%0.075%
11/15/2024 Y Intercept Hong Kong Ltd64,859$6.45M0.4%N/A0.017%
11/15/2024 Glass Jacobson Investment Advisors llc2,361$235K0.1%-4.6%0.001%
11/15/2024 MML Investors Services LLC30,716$3.06M0.0%+14.8%0.008%
11/15/2024 Hodges Capital Management Inc.20,026$1.99M0.1%-80.2%0.005%
11/15/2024 Anson Funds Management LP10,000$995K0.0%N/A0.003%
11/15/2024 Main Management ETF Advisors LLC10,864$1.08M0.1%N/A0.003%
11/15/2024 Orion Portfolio Solutions LLC18,665$1.86M0.0%+65.6%0.005%
11/15/2024 XTX Topco Ltd7,812$777K0.1%N/A0.002%
11/15/2024 Zacks Investment Management304,631$30.31M0.3%+13.7%0.081%
11/15/2024 Zimmer Partners LP35,000$3.48M0.1%-65.0%0.009%
11/15/2024 National Bank of Canada FI6,164$613K0.0%+12.3%0.002%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/15/2024 iA Global Asset Management Inc.12,763$1.27M0.0%+113.5%0.003%
11/15/2024 EP Wealth Advisors LLC4,278$426K0.0%+43.4%0.001%
11/15/2024 Insigneo Advisory Services LLC4,887$486K0.0%N/A0.001%
11/15/2024 Wellington Management Group LLP3,915,446$389.55M0.1%+271.0%1.043%
11/15/2024 Worldquant Millennium Advisors LLC110,869$11.03M0.1%-70.8%0.030%
11/15/2024 Wahed Invest LLC8,693$865K0.2%N/A0.002%
11/15/2024 Whale Rock Capital Management LLC1,110,834$110.52M1.6%N/A0.296%
11/15/2024 Taika Capital LP48,282$4.80M3.6%N/A0.013%
11/15/2024 Temasek Holdings Private Ltd567,678$56.48M0.2%N/A0.151%
11/15/2024 State Street Corp7,635,081$759.61M0.0%+4.2%2.034%
11/15/2024 Stifel Financial Corp263,341$26.20M0.0%+44.5%0.070%
11/15/2024 SYM FINANCIAL Corp2,237$223K0.0%N/A0.001%
11/15/2024 SageView Advisory Group LLC3,364$335K0.0%-22.0%0.001%
11/15/2024 Quadrature Capital Ltd51,152$5.09M0.1%N/A0.014%
11/15/2024 Quantinno Capital Management LP70,209$6.99M0.1%+31.8%0.019%
11/15/2024 Riposte Capital LLC175,000$17.41M1.9%-56.3%0.047%
11/15/2024 Royal London Asset Management Ltd.121,932$12.13M0.0%N/A0.032%
11/15/2024 Redwood Investment Management LLC16,817$1.66M0.1%+4.0%0.004%
11/15/2024 Reynders McVeigh Capital Management LLC259,332$25.80M1.4%+3.1%0.069%
11/15/2024 Polar Asset Management Partners Inc.38,960$3.88M0.1%N/A0.010%
11/15/2024 Polymer Capital Management HK LTD3,700$368K0.1%N/A0.001%
11/15/2024 Portolan Capital Management LLC138,877$13.82M1.0%+35.5%0.037%
11/15/2024 Potrero Capital Research LLC190,000$18.90M5.9%N/A0.051%
11/15/2024 Menard Financial Group LLC6,553$652K0.4%+24.2%0.002%
11/15/2024 Morse Asset Management Inc11,115$1.11M0.2%-12.0%0.003%
11/15/2024 Needham Investment Management LLC288,000$28.65M2.2%+10.1%0.077%
11/15/2024 Ingalls & Snyder LLC3,185$317K0.0%N/A0.001%
11/15/2024 Insight Holdings Group LLC32,200$3.20M0.1%+65.1%0.009%
11/15/2024 Integrated Wealth Concepts LLC7,714$767K0.0%+50.8%0.002%
11/15/2024 Investment Management Corp of Ontario34,860$3.47M0.1%+145.9%0.009%
11/15/2024 Itau Unibanco Holding S.A.24,244$2.41M0.1%+102.0%0.006%
11/15/2024 Jacobs Levy Equity Management Inc.26,296$2.62M0.0%-28.8%0.007%
11/15/2024 Janus Henderson Group PLC3,009,947$299.46M0.2%-8.7%0.802%
11/15/2024 Harmony Asset Management LLC2,595$258K0.1%N/A0.001%
11/15/2024 HighTower Advisors LLC40,708$4.00M0.0%+19.2%0.011%
11/15/2024 Hilltop Holdings Inc.5,187$516K0.0%N/A0.001%
11/15/2024 Hollow Brook Wealth Management LLC41,822$4.16M1.2%+1.4%0.011%
11/15/2024 Concentric Capital Strategies LP100,000$9.95M0.4%+588.6%0.027%
11/15/2024 Arosa Capital Management LP20,000$1.99M0.8%+42.9%0.005%
11/15/2024 Beck Capital Management LLC88,214$8.78M2.3%-5.6%0.024%
11/15/2024 Benjamin Edwards Inc.2,110$210K0.0%+531.7%0.001%
11/15/2024 Atom Investors LP79,640$7.92M0.8%-14.0%0.021%
11/15/2024 Aureus Asset Management LLC2,673$266K0.0%N/A0.001%
11/15/2024 Avalon Global Asset Management LLC100,000$9.95M1.5%+122.2%0.027%
11/15/2024 Bamco Inc. NY3,550,000$353.19M0.9%-6.6%0.946%
11/15/2024 TOMS Capital Investment Management LP483,500$48.10M1.8%N/A0.129%
11/15/2024 Paloma Partners Management Co4,975$495K0.0%N/A0.001%
11/15/2024 Kestra Investment Management LLC22,740$2.26M0.1%+19.4%0.006%
11/15/2024 Alerus Financial NA50,347$5.01M0.4%+155.5%0.013%
11/15/2024 Mark Sheptoff Financial Planning LLC300$30K0.0%+200.0%0.000%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/15/2024 True Wealth Design LLC366$36K0.0%+2,340.0%0.000%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp59,338$5.90M0.0%-14.6%0.016%
11/14/2024 Encompass More Asset Management3,478$346K0.1%+39.6%0.001%
11/14/2024 Edgestream Partners L.P.27,827$2.77M0.1%-32.6%0.007%
11/14/2024 Appian Way Asset Management LP87,000$8.66M1.9%N/A0.023%
11/14/2024 Arete Wealth Advisors LLC5,963$593K0.0%-42.6%0.002%
11/14/2024 Fred Alger Management LLC3,320,425$330.35M1.6%+24.5%0.885%
11/14/2024 Verition Fund Management LLC121,497$12.09M0.1%+28.4%0.032%
11/14/2024 Captrust Financial Advisors55,278$5.50M0.0%+22.9%0.015%
11/14/2024 Icon Wealth Advisors LLC2,050$204K0.0%+33.3%0.001%
(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, 817 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 716 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 142,475,870 shares in the last 24 months. This purchase volume represents approximately $7.53B in transactions.

Which Vertiv major shareholders have been selling company stock?

Of the 331 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 119,829,094 shares in the last 24 months. This volume of shares sold represents approximately $5.95B in transactions.



This page (NYSE:VRT) was last updated on 12/21/2024 by MarketBeat.com Staff
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