Vertiv Holdings Co (VRT) Ownership

93.01 ↑0.84 (0.91%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Vertiv Holdings Co (VRT), owning a total of 49.1 million shares. Combined, the top 38 institutional holders of VRT own 80.14% of the company with a total of 305.6 million shares.

In the latest ownership report on December 31st 2023, the top 38 institutional holders increased their combined ownership of VRT by 9.8 million shares. 10 institutions bought 18,423,325 total additional shares and increased their ownership by an average of 29.21%. However 9 institutions sold 8,586,787 total shares and decreased their ownership by an average of 13.01%.

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 9,836,538 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.850%	3.907%	49,082,204	1,845,708	2023-12-31
Vanguard Group Inc	8.340%	0.717%	31,855,473	226,716	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	5.988%	-12.211%	22,871,779	-3,181,260	2023-12-31
BlackRock Inc	5.984%	60.480%	22,857,511	8,614,313	2023-12-31
Coatue Management LLC	3.616%	19.454%	13,811,848	2,249,353	2023-12-31
Amvescap Plc.	2.686%	-5.160%	10,259,769	-558,209	2023-12-31
Platinum Equity Advisors, LLC/DE	2.083%	0.000%	7,955,215	0	2023-12-31
State Street Corporation	1.854%	23.369%	7,081,283	1,341,379	2023-12-31
BAMCO Inc	1.767%	-4.930%	6,750,000	-350,000	2023-12-31
Geode Capital Management, LLC	1.383%	5.450%	5,282,800	273,041	2023-12-31
Newsouth Capital Management Inc	1.351%	-17.319%	5,159,942	-1,080,854	2023-12-31
Bain Capital Public Equity Management II, LLC	1.143%	-23.692%	4,366,305	-1,355,609	2023-12-31
Morgan Stanley - Brokerage Accounts	1.040%	40.323%	3,972,379	1,141,501	2023-12-31
NORGES BANK	1.010%	31.211%	3,858,827	917,887	2023-12-31
Fred Alger Management, LLC	0.913%	106.765%	3,488,711	1,801,427	2023-12-31
Locust Wood Capital Advisers, LLC	0.895%	-14.155%	3,417,622	-563,543	2023-12-31
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
Sam Sustainable Asset Management Ltd	0.731%	0.432%	2,793,300	12,000	2023-12-31
Electron Capital Partners, LLC	0.697%	-1.865%	2,662,361	-50,585	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.850%	3.907%	49,082,204	1,845,708	2023-12-31
Vanguard Group Inc	8.340%	0.717%	31,855,473	226,716	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	5.988%	-12.211%	22,871,779	-3,181,260	2023-12-31
BlackRock Inc	5.984%	60.480%	22,857,511	8,614,313	2023-12-31
Coatue Management LLC	3.616%	19.454%	13,811,848	2,249,353	2023-12-31
Barclays PLC	2.728%	4,792.680%	10,290,979	10,080,645	2022-06-30
Amvescap Plc.	2.686%	-5.160%	10,259,769	-558,209	2023-12-31
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 Corporation	1.854%	23.369%	7,081,283	1,341,379	2023-12-31
BAMCO Inc	1.767%	-4.930%	6,750,000	-350,000	2023-12-31
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
Duquesne Family Office LLC	1.558%	20.098%	5,916,120	990,050	2022-12-31
Geode Capital Management, LLC	1.383%	5.450%	5,282,800	273,041	2023-12-31
Two Sigma Investments LLC	1.365%	135.292%	5,205,198	2,992,971	2023-09-30
Newsouth Capital Management Inc	1.351%	-17.319%	5,159,942	-1,080,854	2023-12-31
PointState Capital LP	1.350%	-19.371%	5,149,903	-1,237,254	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
Massachusetts Financial Services Company	1.168%	-13.594%	4,434,292	-697,643	2022-12-31
Impax Asset Management Group PLC	1.161%	-17.864%	4,429,492	-963,409	2023-06-30
Bain Capital Public Equity Management II, LLC	1.143%	-23.692%	4,366,305	-1,355,609	2023-12-31
Alyeska Investment Group, L.P.	1.113%	0.000%	4,244,659	4,244,659	2023-06-30
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
Morgan Stanley - Brokerage Accounts	1.040%	40.323%	3,972,379	1,141,501	2023-12-31
Deutsche Bank AG	1.038%	52.718%	3,917,533	1,352,322	2022-09-30
NORGES BANK	1.010%	31.211%	3,858,827	917,887	2023-12-31
Fred Alger Management, LLC	0.913%	106.765%	3,488,711	1,801,427	2023-12-31
Locust Wood Capital Advisers, LLC	0.895%	-14.155%	3,417,622	-563,543	2023-12-31
Ameriprise Financial Inc	0.812%	-19.181%	3,095,405	-734,637	2023-09-30
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
Electron Capital Partners, LLC	0.697%	-1.865%	2,662,361	-50,585	2023-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Vertiv Holdings Co (VRT), owning a total of 10.7 million shares. Combined, the top 50 mutual fund holders of VRT own 41.61% of the company with a total of 158.6 million shares.

In the latest ownership report on March 31st 2024, the top 50 fund holders increased their combined ownership of VRT by 3.2 million shares. 4 funds bought 6,052,920 total additional shares and increased their ownership by an average of 0.40%. However 5 funds sold 9,280,105 total shares and decreased their ownership by an average of 29.16%.

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 -3,227,185 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.374%	1.056%	5,248,265	54,819	2024-03-31
Baron Opp. Small Cap Growth Strategy	1.270%	-28.148%	4,850,000	-1,900,000	2024-03-31
Vanguard Small Cap Index	1.211%	-47.716%	4,626,359	-4,222,205	2024-03-31
Vanguard Mid Cap Index Institutional	1.032%	0.000%	3,940,336	3,940,336	2024-03-31
Bridge Builder Large Cap Value	0.808%	-17.694%	3,084,291	-663,057	2024-03-31
Baron Small Cap Retail	0.746%	-5.000%	2,850,000	-150,000	2024-03-31
Vanguard Small Cap Growth Index Inv	0.686%	-47.236%	2,619,226	-2,344,843	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.553%	0.562%	2,113,082	11,800	2024-03-31
BlackRock Mid-Cap Growth Equity Instl	0.536%	0.000%	2,045,965	2,045,965	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.813%	-0.223%	10,743,753	-24,004	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.450%	1.447%	9,345,954	133,339	2023-03-31
Fidelity® OTC	1.708%	9.735%	6,514,500	577,900	2023-11-30
Fidelity OTC	1.623%	-4.858%	6,198,000	-316,500	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.374%	1.056%	5,248,265	54,819	2024-03-31
Baron Opp. Small Cap Growth Strategy	1.270%	-28.148%	4,850,000	-1,900,000	2024-03-31
Vanguard Small Cap Index	1.211%	-47.716%	4,626,359	-4,222,205	2024-03-31
Vanguard Extended Market Index Investor	1.185%	6.434%	4,507,328	272,471	2023-08-31
Fidelity Advisor® Growth Opps M	1.147%	0.000%	4,375,200	0	2023-11-30
BGF Sustainable Energy A2	1.084%	0.000%	4,091,078	0	2022-09-30
Vanguard Mid Cap Index Institutional	1.032%	0.000%	3,940,336	3,940,336	2024-03-31
Fidelity Global Innovators Cl F	1.007%	-2.352%	3,844,758	-92,602	2023-12-31
Fidelity Advisor Growth Opps M	0.973%	-3.553%	3,715,800	-136,900	2024-02-29
Fidelity Canadian Growth Company Sr B	0.899%	-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
Bridge Builder Large Cap Value	0.808%	-17.694%	3,084,291	-663,057	2024-03-31
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	0.746%	-5.000%	2,850,000	-150,000	2024-03-31
MFS New Discovery Value I	0.752%	1.355%	2,835,746	37,906	2022-10-31
RobecoSAM Smart Energy B EUR	0.708%	0.000%	2,700,000	0	2023-10-31
Invesco Small Cap Value A	0.706%	-8.621%	2,686,100	-253,400	2023-07-31
Vanguard Small Cap Growth Index Inv	0.686%	-47.236%	2,619,226	-2,344,843	2024-03-31
Janus Henderson US Opportunistic Alpha	0.662%	181.630%	2,528,774	1,630,868	2023-12-31
ClearBridge Mid Cap A	0.658%	-28.957%	2,500,000	-1,019,000	2023-03-31
ClearBridge Mid Cap	0.658%	0.000%	2,500,000	0	2023-04-30
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
Invesco American Franchise Y	0.610%	0.000%	2,329,503	0	2024-02-29
Invesco Large Cap Growth Composite	0.610%	12.242%	2,329,503	254,078	2023-12-31
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
Janus Henderson Contrarian D	0.588%	-11.176%	2,246,152	-282,622	2024-02-29
RobecoSAM Smart Energy Eqs F EUR	0.565%	-12.200%	2,159,000	-300,000	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.553%	0.562%	2,113,082	11,800	2024-03-31
Xtrackers CSI300 Swap ETF 1C	0.552%	0.000%	2,096,693	2,096,693	2022-09-30
BlackRock Mid-Cap Growth Equity Instl	0.536%	0.000%	2,045,965	2,045,965	2024-03-31
Columbia Small Cap Growth	0.535%	0.000%	2,040,929	0	2023-06-30
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
Fidelity Extended Market Index	0.519%	0.986%	1,980,349	19,337	2024-02-29
Columbia Small Cap Growth Inst	0.500%	-6.769%	1,902,784	-138,145	2023-07-31
Fidelity Series Large Cap Stock	0.497%	-7.312%	1,898,900	-149,800	2024-02-29
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
Invesco Value Opportunities A	0.458%	-39.460%	1,747,614	-1,139,100	2023-08-31
Vanguard Explorer Inv	0.439%	-13.661%	1,676,296	-265,240	2023-12-31
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