Vertiv (VRT) Institutional Ownership

$96.81
-0.48 (-0.49%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
89.92%
Number of
Institutional Buyers
(last 12 months)
386
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$2.53B
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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
5/17/2024 Plato Investment Management Ltd24,192$1.98M0.2%+723.4%0.006%
5/17/2024 Zimmer Partners LP30,000$2.45M0.1%N/A0.008%
5/17/2024 iA Global Asset Management Inc.93,642$7.65M0.1%N/A0.025%
5/17/2024 LBP AM SA45,293$3.70M0.1%N/A0.012%
5/17/2024 Comerica Bank436,413$35.64M0.2%+29.4%0.117%
5/17/2024 Tidal Investments LLC25,375$2.07M0.0%-31.8%0.007%
5/16/2024 Redwood Investment Management LLC7,815$638K0.1%N/A0.002%
5/16/2024 California State Teachers Retirement System579,672$47.34M0.1%+5.8%0.155%
5/16/2024 Meiji Yasuda Life Insurance Co25,911$2.12M0.0%+156.5%0.007%
5/16/2024 Dynasty Wealth Management LLC7,794$637K0.0%N/A0.002%
5/16/2024 Jacobs Levy Equity Management Inc.36,950$3.02M0.0%N/A0.010%
5/16/2024 Janus Henderson Group PLC3,002,197$245.19M0.1%+17.7%0.802%
5/16/2024 Kennedy Capital Management LLC42,518$3.47M0.1%-77.9%0.011%
5/16/2024 Bwcp LP287,618$23.49M6.0%-37.9%0.077%
5/16/2024 Bayesian Capital Management LP5,589$456K0.0%N/A0.001%
5/16/2024 Blackstone Inc.250,000$20.42M0.1%N/A0.067%
5/16/2024 Blue Door Asset Management LLC83,199$6.80M4.1%-64.5%0.022%
5/16/2024 Caxton Associates LP37,612$3.07M0.2%N/A0.010%
5/16/2024 Paloma Partners Management Co7,419$606K0.0%N/A0.002%
5/15/2024 Appian Way Asset Management LP60,400$4.93M1.3%N/A0.016%
5/15/2024 Mount Yale Investment Advisors LLC9,307$760K0.1%-28.5%0.002%
5/15/2024 Public Employees Retirement System of Ohio333,812$27.26M0.1%-36.6%0.089%
5/15/2024 Ceeto Capital Group LLC10,000$817K0.3%N/A0.003%
5/15/2024 Bamco Inc. NY4,850,000$396.10M1.1%-28.1%1.296%
5/15/2024 Price T Rowe Associates Inc. MD4,777,057$390.14M0.0%+303.1%1.276%
5/15/2024 BOKF NA79,376$6.38M0.1%+1,984,300.0%0.021%
5/15/2024 Beck Capital Management LLC76,282$6.23M1.8%+102.6%0.020%
5/15/2024 Hood River Capital Management LLC1,530,632$125.01M2.8%-15.8%0.409%
5/15/2024 Steel Grove Capital Advisors LLC5,000$408K0.0%N/A0.001%
5/15/2024 Lazard Asset Management LLC158,723$12.96M0.0%+1,569.5%0.042%
5/15/2024 LRI Investments LLC593$48K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.74,500$6.08M0.0%N/A0.020%
5/15/2024 Hhlr Advisors LTD.38,200$3.12M0.1%N/A0.010%
5/15/2024 Brant Point Investment Management LLC40,000$3.27M0.3%-47.8%0.011%
5/15/2024 Senator Investment Group LP1,169,795$95.54M4.4%-9.3%0.312%
5/14/2024 K2 Principal Fund L.P.2,875$235K0.0%N/A0.001%
5/14/2024 Westwood Holdings Group Inc.108,373$8.85M0.1%-27.0%0.029%
5/14/2024 Toronto Dominion Bank37,303$3.05M0.0%-21.1%0.010%
5/14/2024 Anson Funds Management LP15,000$1.23M0.1%N/A0.004%
5/14/2024 Pinnbrook Capital Management LP108,711$8.88M0.7%-71.8%0.029%
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5/14/2024 Advisors Asset Management Inc.21,407$1.75M0.0%-8.9%0.006%
5/14/2024 Delap Wealth Advisory LLC7,166$585K0.2%N/A0.002%
5/14/2024 EntryPoint Capital LLC1,832$150K0.1%-64.7%0.000%
5/14/2024 Shell Asset Management Co.11,910$973K0.0%-4.4%0.003%
5/14/2024 Sax Wealth Advisors LLC3,340$273K0.0%N/A0.001%
5/14/2024 Castle Hook Partners LP1,665,080$135.99M3.8%N/A0.445%
5/14/2024 Natixis Investment Managers International4,700$384K0.0%-79.8%0.001%
5/14/2024 Natixis34,500$2.82M0.0%-19.4%0.009%
5/14/2024 InterOcean Capital Group LLC5,105$417K0.0%+8.5%0.001%
5/14/2024 Pitcairn Co.13,145$1.07M0.1%-29.4%0.004%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund11,691$955K0.0%N/A0.003%
5/14/2024 Owen LaRue LLC35,024$2.86M1.8%-1.6%0.009%
5/14/2024 CANADA LIFE ASSURANCE Co223,914$18.30M0.0%+157.5%0.060%
5/13/2024 Thornburg Investment Management Inc.356,230$29.11M0.4%-12.9%0.095%
5/13/2024 UniSuper Management Pty Ltd5,200$425K0.0%+108.0%0.001%
5/13/2024 Clearbridge Investments LLC2,212,362$180.68M0.1%-5.4%0.591%
5/13/2024 O Shaughnessy Asset Management LLC11,535$942K0.0%+37.0%0.003%
5/11/2024 Covestor Ltd1,826$149K0.1%+31.4%0.000%
5/11/2024 Hillsdale Investment Management Inc.11,300$923K0.1%-14.4%0.003%
5/10/2024 Ontario Teachers Pension Plan Board16,243$1.33M0.0%N/A0.004%
5/10/2024 Acadian Asset Management LLC4,007$326K0.0%+1,019.3%0.001%
5/10/2024 Vanguard Group Inc.33,622,257$2.75B0.1%+5.5%8.982%
5/10/2024 Westfield Capital Management Co. LP3,399,272$277.62M1.5%+85.2%0.908%
5/10/2024 Intech Investment Management LLC19,114$1.56M0.0%-80.4%0.005%
5/10/2024 Garrison Asset Management LLC35,115$2.87M1.5%-0.5%0.009%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp181,660$14.83M0.0%-1.9%0.049%
5/10/2024 Jupiter Asset Management Ltd.146,012$11.93M0.1%-65.6%0.039%
5/10/2024 Pinkerton Retirement Specialists LLC3,041$248K0.0%N/A0.001%
5/9/2024 Blair William & Co. IL3,475$284K0.0%N/A0.001%
5/9/2024 Lord Abbett & CO. LLC147,222$12.02M0.0%-76.8%0.039%
5/9/2024 Scout Investments Inc.234,281$18.84M0.5%N/A0.063%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.310,004$25.32M0.0%+0.7%0.083%
5/9/2024 State Board of Administration of Florida Retirement System255,870$20.90M0.0%-8.6%0.068%
5/9/2024 Koshinski Asset Management Inc.13,438$1.10M0.1%-16.5%0.004%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.28,384$2.32M0.0%-53.1%0.008%
5/8/2024 Entropy Technologies LP86,410$7.06M0.8%+51.5%0.023%
5/8/2024 Bleakley Financial Group LLC19,204$1.57M0.0%+284.5%0.005%
5/8/2024 US Bancorp DE14,412$1.18M0.0%+25.7%0.004%
5/8/2024 Russell Investments Group Ltd.547,197$44.49M0.1%-37.4%0.146%
5/8/2024 Qsemble Capital Management LP11,503$939K0.2%N/A0.003%
5/8/2024 QRG Capital Management Inc.9,556$780K0.0%-15.9%0.003%
5/8/2024 Headlands Technologies LLC18,768$1.53M0.4%+100.3%0.005%
5/8/2024 Williams Jones Wealth Management LLC.233,299$19.05M0.2%N/A0.062%
5/8/2024 Inspire Investing LLC11,111$907K0.1%N/A0.003%
5/8/2024 Donoghue Forlines LLC28,118$2.30M0.7%N/A0.008%
5/7/2024 Arnhold LLC206,518$16.87M1.8%-1.4%0.055%
5/7/2024 Fiduciary Family Office LLC2,570$210K0.1%N/A0.001%
5/7/2024 Sei Investments Co.662,675$54.12M0.1%+17.9%0.177%
5/7/2024 Atomi Financial Group Inc.3,488$285K0.0%N/A0.001%
5/7/2024 Reynders McVeigh Capital Management LLC245,912$20.08M1.2%+49.9%0.066%
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5/7/2024 WealthPLAN Partners LLC5,060$413K0.0%N/A0.001%
5/7/2024 Horizon Investment Services LLC6,918$565K0.3%N/A0.002%
5/7/2024 New South Capital Management Inc.3,245,270$265.04M11.1%-37.1%0.867%
5/7/2024 KCM Investment Advisors LLC17,595$1.44M0.1%N/A0.005%
5/7/2024 Swiss National Bank1,085,200$88.63M0.1%+1.3%0.290%
5/7/2024 Reaves W H & Co. Inc.55,000$4.49M0.2%N/A0.015%
5/7/2024 Forsta AP Fonden178,711$14.60M0.1%+169.9%0.048%
5/7/2024 Highland Capital Management LLC84,109$6.87M0.4%+0.4%0.022%
5/7/2024 ClariVest Asset Management LLC18,975$1.55M0.2%-32.5%0.005%
5/7/2024 Monolith Management Ltd210,500$17.19M6.8%N/A0.056%
(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, 531 institutional investors and hedge funds held shares of Vertiv. The most heavily invested institutionals were Vanguard Group Inc. ($2.75B), FMR LLC ($1.76B), Coatue Management LLC ($663.38M), Barrow Hanley Mewhinney & Strauss LLC ($459.89M), Invesco Ltd. ($402.43M), Bamco Inc. NY ($396.10M), and Starboard Value LP ($394.96M).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 470 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 ($34.35M), UBS Group AG ($17.23M), Vanguard Group Inc. ($5.41M), Norges Bank ($3.86M), Price T Rowe Associates Inc. MD ($3.59M), Jacobs Levy Equity Management Inc. ($3.46M), and Westfield Capital Management Co. LP ($3.40M).

How much institutional buying is happening at Vertiv?

Institutional investors have bought a total of 160,692,237 shares in the last 24 months. This purchase volume represents approximately $4.73B in transactions.

Which Vertiv major shareholders have been selling company stock?

Of the 210 institutional investors that sold Vertiv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clearbridge Investments LLC ($13.48M), UBS Group AG ($11.56M), abrdn plc ($7.18M), New South Capital Management Inc. ($6.46M), Brahman Capital Corp. ($4.87M), Impax Asset Management Group plc ($3.65M), and Bamco Inc. NY ($2.45M).

How much institutional selling is happening at Vertiv?

Institutional investors have sold a total of 98,565,530 shares in the last 24 months. This volume of shares sold represents approximately $3.00B in transactions.


This page (NYSE:VRT) was last updated on 5/18/2024 by MarketBeat.com Staff

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