Vertiv Holdings Co (VRT) Ownership

141.49 ↑3.95 (2.87%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Vertiv Holdings Co (VRT), owning a total of 34.1 million shares. Combined, the top 48 institutional holders of VRT own 83.41% of the company with a total of 314.3 million shares.

In the latest ownership report on June 30th 2024, the top 48 institutional holders increased their combined ownership of VRT by 14.5 million shares. 14 institutions bought 36,143,028 total additional shares and increased their ownership by an average of 87.63%. However 8 institutions sold 21,624,595 total shares and decreased their ownership by an average of 18.6%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Vertiv Holdings Co increased by a net total of 14,518,433 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.094%	24.443%	34,131,345	6,704,113	2024-06-30
Vanguard Group Inc	8.965%	0.074%	33,647,121	24,864	2024-06-30
FMR Inc	6.357%	-32.499%	23,858,196	-11,486,825	2024-06-30
JPMorgan Chase & Co	4.378%	528.164%	16,433,854	13,817,681	2024-06-30
Coatue Management LLC	2.409%	-2.190%	9,042,912	-202,430	2024-06-30
Morgan Stanley - Brokerage Accounts	2.352%	-1.029%	8,826,862	-91,774	2024-06-30
Amvescap Plc.	2.297%	7.535%	8,620,619	604,008	2024-06-30
State Street Corp	1.952%	2.793%	7,326,377	199,060	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.578%	-55.730%	5,921,235	-7,454,157	2024-06-30
Geode Capital Management, LLC	1.477%	0.416%	5,543,730	22,988	2024-06-30
Bank of America Corp	1.477%	143.418%	5,542,061	3,265,293	2024-06-30
NORGES BANK	1.146%	11.495%	4,302,407	443,580	2024-06-30
T. Rowe Price Associates, Inc.	1.110%	-12.767%	4,167,173	-609,884	2024-06-30
Massachusetts Financial Services Company	1.019%	0.000%	3,824,549	3,824,549	2024-06-30
BAMCO Inc	1.012%	-21.650%	3,800,000	-1,050,000	2024-06-30
Westfield Capital Management Company, LP	0.951%	5.048%	3,570,870	171,598	2024-06-30
Ameriprise Financial Inc	0.903%	163.376%	3,389,708	2,102,687	2024-06-30
HHG PLC	0.878%	9.755%	3,295,056	292,859	2024-06-30
Arrowstreet Capital Limited Partnership	0.733%	330.268%	2,752,496	2,112,779	2024-06-30
Fred Alger Management, LLC	0.711%	-3.021%	2,667,989	-83,101	2024-06-30
Newsouth Capital Management Inc	0.693%	-19.919%	2,598,846	-646,424	2024-06-30
Axiom Investors	0.682%	0.000%	2,556,969	2,556,969	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.094%	24.443%	34,131,345	6,704,113	2024-06-30
Vanguard Group Inc	8.965%	0.074%	33,647,121	24,864	2024-06-30
FMR Inc	6.357%	-32.499%	23,858,196	-11,486,825	2024-06-30
JPMorgan Chase & Co	4.378%	528.164%	16,433,854	13,817,681	2024-06-30
Barclays PLC	2.728%	4,792.680%	10,290,979	10,080,645	2022-06-30
Coatue Management LLC	2.409%	-2.190%	9,042,912	-202,430	2024-06-30
Morgan Stanley - Brokerage Accounts	2.352%	-1.029%	8,826,862	-91,774	2024-06-30
Amvescap Plc.	2.297%	7.535%	8,620,619	604,008	2024-06-30
Platinum Equity Advisors, LLC/DE	2.083%	0.000%	7,955,215	0	2023-12-31
Eminence Capital LLC	2.084%	-15.178%	7,929,542	-1,418,914	2023-03-31
State Street Corp	1.952%	2.793%	7,326,377	199,060	2024-06-30
State Street Corporation	1.900%	0.650%	7,127,317	46,034	2024-03-31
Brahman Capital Corp	1.725%	-1.898%	6,507,732	-125,905	2022-06-30
abrdn PLC	1.641%	-8.833%	6,244,233	-605,025	2023-03-31
Barrow Hanley Mewhinney & Strauss LLC	1.578%	-55.730%	5,921,235	-7,454,157	2024-06-30
Duquesne Family Office LLC	1.558%	20.098%	5,916,120	990,050	2022-12-31
Geode Capital Management, LLC	1.477%	0.416%	5,543,730	22,988	2024-06-30
Bank of America Corp	1.477%	143.418%	5,542,061	3,265,293	2024-06-30
Two Sigma Investments LLC	1.365%	135.292%	5,205,198	2,992,971	2023-09-30
ClearBridge Advisors, LLC	1.320%	-37.190%	5,034,287	-2,980,816	2023-09-30
AllianceBernstein L.P.	1.193%	-47.434%	4,550,554	-4,106,267	2023-06-30
Impax Asset Management Group PLC	1.161%	-17.864%	4,429,492	-963,409	2023-06-30
NORGES BANK	1.146%	11.495%	4,302,407	443,580	2024-06-30
Alyeska Investment Group, L.P.	1.113%	0.000%	4,244,659	4,244,659	2023-06-30
T. Rowe Price Associates, Inc.	1.110%	-12.767%	4,167,173	-609,884	2024-06-30
UBS Group AG	1.089%	-50.929%	4,152,685	-4,309,961	2023-06-30
Starboard Value LP	1.080%	-74.157%	4,120,599	-11,824,290	2023-09-30
Jacobs Levy Equity Management, Inc.	1.082%	1.829%	4,110,350	73,809	2022-12-31
Deutsche Bank AG	1.038%	52.718%	3,917,533	1,352,322	2022-09-30
Massachusetts Financial Services Company	1.019%	0.000%	3,824,549	3,824,549	2024-06-30
BAMCO Inc	1.012%	-21.650%	3,800,000	-1,050,000	2024-06-30
Westfield Capital Management Company, LP	0.951%	5.048%	3,570,870	171,598	2024-06-30
Ameriprise Financial Inc	0.903%	163.376%	3,389,708	2,102,687	2024-06-30
HHG PLC	0.878%	9.755%	3,295,056	292,859	2024-06-30
Two Sigma Advisers, LLC	0.784%	-25.899%	2,995,400	-1,046,900	2023-12-31
Millennium Management LLC	0.777%	-11.874%	2,967,495	-399,827	2023-12-31
JANE STREET GROUP, LLC	0.738%	476.038%	2,819,894	2,330,361	2023-09-30
Sam Sustainable Asset Management Ltd	0.731%	0.432%	2,793,300	12,000	2023-12-31
Arrowstreet Capital Limited Partnership	0.733%	330.268%	2,752,496	2,112,779	2024-06-30
Bain Capital Public Equity Management II, LLC	0.731%	-37.183%	2,742,767	-1,623,538	2024-03-31
Fred Alger Management, LLC	0.711%	-3.021%	2,667,989	-83,101	2024-06-30
Electron Capital Partners, LLC	0.697%	-1.865%	2,662,361	-50,585	2023-12-31
Newsouth Capital Management Inc	0.693%	-19.919%	2,598,846	-646,424	2024-06-30
Axiom Investors	0.682%	0.000%	2,556,969	2,556,969	2024-06-30
PointState Capital LP	0.682%	-50.424%	2,553,112	-2,596,791	2023-12-31
Charles Schwab Investment Management Inc	0.656%	-0.766%	2,460,935	-19,002	2024-03-31
Locust Wood Capital Advisers, LLC	0.651%	-28.531%	2,442,525	-975,097	2024-03-31
Renaissance Technologies Corp	0.628%	-1.353%	2,354,412	-32,300	2024-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Vertiv Holdings Co (VRT), owning a total of 11.3 million shares. Combined, the top 60 mutual fund holders of VRT own 48.95% of the company with a total of 184.8 million shares.

In the latest ownership report on October 31st 2024, the top 60 fund holders increased their combined ownership of VRT by 57 thousand shares. 1 funds bought 1,496 total additional shares and increased their ownership by an average of 0.08%. However 1 funds sold 58,400 total shares and decreased their ownership by an average of 2.57%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Vertiv Holdings Co decreased by a net total of -56,904 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
State St Russell Sm/Mid Cp® Indx NL Cl C	0.590%	-2.570%	2,214,182	-58,400	2024-10-31
iShares Russell Mid-Cap Growth ETF	0.522%	0.076%	1,960,087	1,496	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.005%	0.076%	11,277,621	8,519	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.450%	1.447%	9,345,954	133,339	2023-03-31
Vanguard Mid Cap Index Institutional	2.011%	-0.822%	7,547,575	-62,517	2024-09-30
Fidelity® OTC	1.708%	9.735%	6,514,500	577,900	2023-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.493%	6.492%	5,603,366	341,582	2024-09-30
JPMorgan Large Cap Growth I	1.422%	0.000%	5,336,340	0	2024-09-30
Vanguard Small Cap Index	1.236%	0.237%	4,626,837	10,923	2024-05-31
BlackRock Mid-Cap Growth Equity Instl	1.202%	0.597%	4,510,844	26,766	2024-09-30
Vanguard Extended Market Index Investor	1.185%	6.434%	4,507,328	272,471	2023-08-31
Fidelity OTC	1.196%	-7.235%	4,487,600	-350,000	2024-06-30
Fidelity Advisor® Growth Opps M	1.147%	0.000%	4,375,200	0	2023-11-30
Vanguard Growth Index Investor	1.101%	7.214%	4,133,624	278,135	2024-09-30
BGF Sustainable Energy A2	1.084%	0.000%	4,091,078	0	2022-09-30
Baron Opp. Small Cap Growth Strategy	0.946%	-6.579%	3,550,000	-250,000	2024-09-30
Fidelity Advisor Growth Opps M	0.926%	-6.750%	3,465,000	-250,800	2024-03-31
Fidelity Canadian Growth Company Sr B	0.917%	-2.105%	3,432,600	-73,800	2023-12-31
Invesco American Value A	0.821%	32.405%	3,130,214	766,100	2023-01-31
BlackRock Global Allocation Instl	0.796%	-13.879%	3,006,876	-484,587	2022-10-31
ClearBridge Large Cap Value	0.766%	0.000%	2,907,174	0	2023-03-31
ClearBridge Large Cap Value I	0.766%	0.000%	2,907,174	0	2023-03-31
Baron Small Cap Retail	0.759%	0.000%	2,850,000	0	2024-09-30
MFS New Discovery Value I	0.752%	1.355%	2,835,746	37,906	2022-10-31
Janus Henderson Contrarian D	0.733%	6.344%	2,752,259	164,186	2024-08-31
Janus Henderson US Opportunistic Alpha	0.733%	15.363%	2,752,259	366,518	2024-09-30
RobecoSAM Smart Energy B EUR	0.708%	0.000%	2,700,000	0	2023-10-31
Vanguard Small Cap Growth Index Inv	0.703%	1.033%	2,630,580	26,884	2024-05-31
Vanguard Mid-Cap Growth ETF	0.669%	-1.801%	2,509,785	-46,036	2024-09-30
ClearBridge Mid Cap	0.658%	0.000%	2,500,000	0	2023-04-30
ClearBridge Mid Cap A	0.658%	-28.957%	2,500,000	-1,019,000	2023-03-31
Janus Henderson Opportunistic Alpha MA	0.636%	981,686.000%	2,385,741	2,385,498	2024-06-30
Impax Climate Strategy	0.620%	-30.713%	2,364,434	-1,048,080	2023-07-31
Invesco Mid Cap Value	0.620%	0.000%	2,364,114	0	2022-12-31
AB Discovery Value Advisor	0.603%	-11.546%	2,291,511	-299,110	2023-05-31
Fidelity® Series Large Cap Stock	0.593%	0.000%	2,260,100	0	2023-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.590%	-2.570%	2,214,182	-58,400	2024-10-31
Fidelity Extended Market Index	0.582%	5.652%	2,184,004	116,834	2024-09-30
JPM US Mid Cap Growth-Composite	0.577%	-13.325%	2,165,870	-332,956	2024-09-30
JPMorgan Mid Cap Growth I	0.577%	0.000%	2,165,870	0	2024-09-30
RobecoSAM Smart Energy Eqs F EUR	0.565%	-12.200%	2,159,000	-300,000	2024-02-29
Invesco American Franchise Y	0.571%	0.000%	2,142,617	0	2024-09-30
Invesco Large Cap Growth Composite	0.571%	-1.926%	2,142,617	-42,069	2024-09-30
Xtrackers CSI300 Swap ETF 1C	0.552%	0.000%	2,096,693	2,096,693	2022-09-30
Columbia Small Cap Growth	0.535%	0.000%	2,040,929	0	2023-06-30
MFS Growth B	0.544%	-0.999%	2,040,864	-20,592	2024-06-30
MFS Growth Equity	0.544%	0.000%	2,040,864	2,040,864	2024-06-30
BNP Paribas Climate Impact Privl C	0.529%	-26.776%	2,012,804	-736,009	2023-07-31
Barrow Hanley Global Value Equity	0.525%	-4.926%	2,006,619	-103,957	2023-12-31
Bridge Builder Large Cap Value	0.525%	-36.326%	1,963,880	-1,120,411	2024-04-30
iShares Russell Mid-Cap Growth ETF	0.522%	0.076%	1,960,087	1,496	2024-10-31
Columbia Small Cap Growth Inst	0.500%	-6.769%	1,902,784	-138,145	2023-07-31
Strategic Advisers® Fidelity US TtlStk	0.498%	4.665%	1,898,174	84,600	2023-10-31
Fidelity® Extended Market Index	0.495%	1.278%	1,886,098	23,807	2023-11-30
Fidelity Global Innovators Cl F	0.468%	-33.187%	1,751,535	-870,029	2024-03-31
Invesco Value Opportunities A	0.458%	-39.460%	1,747,614	-1,139,100	2023-08-31
Pictet-Security I USD	0.449%	-9.124%	1,681,395	-168,805	2024-03-31
Vanguard Explorer Inv	0.441%	-1.508%	1,651,019	-25,277	2024-03-31
Fidelity Series Large Cap Stock	0.437%	-3.429%	1,641,700	-58,300	2024-09-30
Fidelity Dividend Growth	0.429%	-2.188%	1,636,300	-36,600	2023-11-30
Fidelity® Dividend Growth	0.429%	-2.188%	1,636,300	-36,600	2023-11-30
Invesco Small Cap Value A	0.412%	0.000%	1,546,022	0	2024-09-30