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Vertiv (VRT) Institutional Ownership

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$127.49 +2.77 (+2.22%)
Closing price 07/15/2025 03:59 PM Eastern
Extended Trading
$127.22 -0.26 (-0.20%)
As of 08:06 AM 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)
1028
Total
Institutional Inflows
(last 12 months)
$8.79B
Number of
Institutional Sellers
(last 12 months)
512
Total
Institutional Outflows
(last 12 months)
$6.94B
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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
7/15/2025Floyd Financial Group LLC13,030$1.67M1.5%+19.4%0.003%
7/15/2025BostonPremier Wealth LLC2,091$268K0.1%N/A0.001%
7/15/2025North Star Investment Management Corp.1,045$134K0.0%+147.6%0.000%
7/15/2025Retireful LLC3,103$398K0.3%N/A0.001%
7/15/2025Wealth Effects LLC7,150$918K0.3%-12.3%0.002%
7/15/2025TD Private Client Wealth LLC1,363$175K0.0%+167.3%0.000%
7/15/2025StoneCrest Wealth Management Inc.8,619$1.11M0.5%+10.7%0.002%
7/15/2025Public Employees Retirement System of Ohio234,319$30.09M0.1%+21.9%0.061%
7/15/2025Ballentine Partners LLC2,894$372K0.0%N/A0.001%
7/15/2025Cigna Investments Inc. New3,755$482K0.1%+3.5%0.001%
7/15/2025Accurate Wealth Management LLC2,248$272K0.0%N/A0.001%
7/15/2025AM Investment Strategies LLC2,465$316K0.1%N/A0.001%
7/15/2025Compagnie Lombard Odier SCmA3,560$457K0.0%+7.6%0.001%
7/15/2025Financial Partners Group Inc3,123$401K0.1%N/A0.001%
7/14/2025 Gries Financial LLC3,202$411K0.1%-6.7%0.001%
7/14/2025 Golden State Equity Partners1,790$230K0.0%N/A0.000%
7/14/2025 Lederer & Associates Investment Counsel CA4,812$618K0.4%-48.7%0.001%
7/14/2025 AdvisorNet Financial Inc693$89K0.0%-24.8%0.000%
7/14/2025 CRA Financial Services LLC2,538$326K0.0%N/A0.001%
7/14/2025 Kapitalo Investimentos Ltda263,167$33.79M7.3%+17.1%0.069%
7/14/2025 Seascape Capital Management27,217$3.50M1.1%-1.3%0.007%
7/14/2025 McGlone Suttner Wealth Management Inc.2,034$261K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC2,893$371K0.0%+13.8%0.001%
7/14/2025 S.A. Mason LLC5,853$752K0.4%-3.2%0.002%
7/14/2025 Clear Harbor Asset Management LLC10,910$1.40M0.1%+49.5%0.003%
7/14/2025 U.S. Capital Wealth Advisors LLC18,617$2.39M0.1%-70.2%0.005%
7/14/2025 Park Avenue Securities LLC12,677$1.63M0.0%N/A0.003%
7/14/2025 Avanza Fonder AB35,269$4.53M0.1%+7.7%0.009%
7/14/2025 Sowell Financial Services LLC2,729$350K0.0%-23.7%0.001%
7/11/2025 Wealth Management Partners LLC14,682$1.85M0.7%+27.8%0.004%
7/11/2025 Congress Park Capital LLC2,570$330K0.1%-57.3%0.001%
7/11/2025 Bouvel Investment Partners LLC16,819$2.16M0.7%+53.2%0.004%
7/11/2025 Kaufman Rossin Wealth LLC3,076$395K0.3%N/A0.001%
7/11/2025 Farther Finance Advisors LLC5,755$739K0.0%-2.2%0.002%
7/11/2025 Harbour Capital Advisors LLC12,250$1.52M0.3%-31.4%0.003%
7/11/2025 Wright Investors Service Inc.6,991$898K0.3%-4.0%0.002%
7/11/2025 Shelton Wealth Management LLC14,988$1.93M0.9%+37.2%0.004%
7/11/2025 Viking Fund Management LLC35,000$4.49M0.6%-7.9%0.009%
7/11/2025 SeaCrest Wealth Management LLC5,581$717K0.1%-3.8%0.001%
7/11/2025 Diversified Trust Co5,370$690K0.0%+3.2%0.001%
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7/11/2025 Assenagon Asset Management S.A.200,812$25.79M0.0%+6,831.7%0.053%
7/11/2025 Perpetual Ltd261,466$33.58M0.4%+23.2%0.069%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt2,721$349K0.0%-48.9%0.001%
7/11/2025 Kingstone Capital Partners Texas LLC48,336$6.21M0.0%N/A0.013%
7/11/2025 IFM Investors Pty Ltd71,194$9.14M0.1%+1.7%0.019%
7/10/2025 Oliver Lagore Vanvalin Investment Group800$103K0.0%N/A0.000%
7/10/2025 Rockland Trust Co.2,793$359K0.0%N/A0.001%
7/10/2025 Family Legacy Financial Solutions LLC1,001$129K0.1%N/A0.000%
7/10/2025 NorthCrest Asset Manangement LLC6,440$823K0.0%-3.9%0.002%
7/10/2025 Atticus Wealth Management LLC2,841$365K0.1%+53.7%0.001%
7/10/2025 Mn Services Vermogensbeheer B.V.135,200$17.36M0.1%+3.1%0.035%
7/10/2025 Wedmont Private Capital3,604$463K0.0%+21.6%0.001%
7/10/2025 Swedbank AB841,316$108.03M0.1%+7.8%0.221%
7/10/2025 Secure Asset Management LLC2,121$272K0.1%N/A0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd115,080$14.78M0.1%+6.2%0.030%
7/10/2025 KMG Fiduciary Partners LLC34,098$4.38M0.3%+4.4%0.009%
7/10/2025 Focus Financial Network Inc.5,829$748K0.0%+12.1%0.002%
7/10/2025 Sovran Advisors LLC24,808$3.12M0.3%+1.0%0.007%
7/10/2025 Jackson Square Capital LLC50,123$6.44M1.4%N/A0.013%
7/9/2025 Sivia Capital Partners LLC4,417$567K0.2%N/A0.001%
7/9/2025 Channel Wealth LLC2,904$373K0.1%-85.6%0.001%
7/9/2025 Chesley Taft & Associates LLC9,262$1.19M0.1%+5.5%0.002%
7/9/2025 Sunpointe LLC2,503$321K0.1%N/A0.001%
7/9/2025 Sapient Capital LLC207,999$26.71M0.5%+97.3%0.055%
7/9/2025 Pallas Capital Advisors LLC17,288$2.22M0.1%+99.4%0.005%
7/9/2025 Westbourne Investments Inc.28,635$3.68M2.0%+501.6%0.008%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.5,587$717K0.0%N/A0.001%
7/9/2025 New England Research & Management Inc.12,780$1.64M0.8%+24.8%0.003%
7/9/2025 Krilogy Financial LLC10,883$1.40M0.1%N/A0.003%
7/9/2025 Veracity Capital LLC4,713$605K0.2%-4.1%0.001%
7/9/2025 Key Client Fiduciary Advisors LLC7,544$969K0.4%+8.9%0.002%
7/9/2025 Presidio Capital Management LLC6,010$772K0.3%+1.3%0.002%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt2,721$349K0.0%-48.9%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB1,030$132K0.0%+34.1%0.000%
7/8/2025 IAM Advisory LLC5,875$754K0.2%+5.6%0.002%
7/8/2025 Parisi Gray Wealth Management2,195$282K0.1%N/A0.001%
7/8/2025 Dover Advisors LLC7,555$970K0.4%+11.0%0.002%
7/8/2025 MRA Advisory Group7,409$951K0.4%-18.9%0.002%
7/8/2025 NBC Securities Inc.20,527$2.64M0.2%-1.3%0.005%
7/8/2025 Gallacher Capital Management LLC2,000$257K0.1%N/A0.001%
7/8/2025 Parallel Advisors LLC4,152$533K0.0%+21.0%0.001%
7/7/2025 Peak Financial Advisors LLC4,364$560K0.3%N/A0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.762$98K0.0%+68.6%0.000%
7/3/2025 Trinity Financial Advisors LLC4,135$531K0.2%N/A0.001%
7/3/2025 Garde Capital Inc.298$38K0.0%+1,886.7%0.000%
7/2/2025 Neville Rodie & Shaw Inc.59,460$7.64M0.6%+7.4%0.016%
7/2/2025 Central Pacific Bank Trust Division1,165$150K0.0%-19.5%0.000%
7/1/2025 Harbor Investment Advisory LLC5,083$653K0.1%+10.9%0.001%
7/1/2025 Kera Capital Partners Inc.70,853$9.10M1.8%+1.7%0.019%
7/1/2025 Rowlandmiller & PARTNERS.ADV35,825$4.60M0.9%+0.8%0.009%
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6/26/2025AG2R LA Mondiale Gestion D Actifs15,059$1.09M0.1%N/A0.004%
6/23/2025 Swedbank AB780,723$56.37M0.1%+14.1%0.205%
6/18/2025Voya Investment Management LLC555,254$40.09M0.0%-2.6%0.146%
6/17/2025Guinness Asset Management LTD4,211$304K0.0%N/A0.001%
6/11/2025Stanley Capital Management LLC259,000$18.70M3.7%+13.1%0.068%
6/6/2025Nicola Wealth Management LTD.16,000$1.16M0.1%N/A0.004%
6/4/2025 First Hawaiian Bank4,045$292K0.0%+17.3%0.001%
6/3/2025Inspire Investing LLC12,831$926K0.1%+79.1%0.003%
6/2/2025Hodges Capital Management Inc.17,932$1.30M0.1%-9.1%0.005%
5/28/2025Anson Funds Management LP18,089$1.31M0.2%+80.9%0.005%
(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, 1,309 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($2.72B), FMR LLC ($1.31B), State Street Corp ($759.61M), Geode Capital Management LLC ($688.26M), Coatue Management LLC ($663.38M), Barrow Hanley Mewhinney & Strauss LLC ($512.60M), and Amundi ($469.49M).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 1,182 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: FMR LLC ($30.51M), Massachusetts Financial Services Co. MA ($9.08M), Vanguard Group Inc. ($8.02M), Jennison Associates LLC ($7.75M), Norges Bank ($7.31M), 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 91,126,220 shares in the last 24 months. This purchase volume represents approximately $8.79B in transactions.

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

Of the 511 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: FMR LLC ($12.31M), Barrow Hanley Mewhinney & Strauss LLC ($7.45M), Massachusetts Financial Services Co. MA ($3.89M), Axiom Investors LLC DE ($3.85M), Jennison Associates LLC ($3.49M), Invesco Ltd. ($2.21M), and Allspring Global Investments Holdings LLC ($1.65M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 76,219,160 shares in the last 24 months. This volume of shares sold represents approximately $6.94B in transactions.



This page (NYSE:VRT) was last updated on 7/16/2025 by MarketBeat.com Staff
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