VERTIV HOLDINGS CO (VRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 316,148,804 shares against 384,988,173 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $12.0B | 35,921,459 | 0.18% | 8q | -3.5%-$430.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.4B | 25,087,955 | 0.18% | 2q | +0.9%+$76.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $6.0B | 17,909,570 | 0.27% | 2q | HELD |
| STATE STREET CORP | $5.5B | 16,531,530 | 0.16% | 25q | +4.5%+$236.0M |
| JANE STREET GROUP, LLC | $3.2B incl. $3.2B options CALL+PUT | 44,099 | 0.26% | 23q | -12.6%-$458.8M |
| JPMORGAN CHASE & CO | $3.2B incl. $62.5M options CALL+PUT | 10,061,204 | 0.17% | 24q | +65.9%+$1.3B |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.1B | 9,110,798 | 0.31% | 24q | +15.9%+$418.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.0B | 9,028,475 | 0.16% | 25q | -17.0%-$619.4M |
| BANK OF AMERICA CORP /DE/ | $2.8B | 8,280,709 | 0.18% | 26q | -1.6%-$45.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6B incl. $2.4B options CALL+PUT | 596,525 | 0.20% | 25q | +14.9%+$338.1M |
| MORGAN STANLEY | $2.3B | 6,894,546 | 0.12% | 26q | +3.6%+$80.2M |
| Invesco Ltd. | $1.9B | 5,537,463 | 0.15% | 25q | -15.4%-$338.3M |
| NORGES BANK | $1.6B | 4,859,284 | 0.16% | 20q | -2.7%-$44.3M |
| CITADEL ADVISORS LLC | $1.6B incl. $1.5B options CALL+PUT | 275,926 | 0.18% | 26q | +160.0%+$983.7M |
| FMR LLC | $1.4B | 4,296,854 | 0.06% | 26q | -20.6%-$374.0M |
| Nuveen, LLC | $1.4B | 4,120,416 | 0.33% | 6q | +54.0%+$483.5M |
| UBS Group AG | $1.3B incl. $90.2M options CALL+PUT | 3,622,661 | 0.17% | 26q | -33.5%-$656.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.3B | 3,794,360 | 0.22% | 11q | +14.1%+$156.8M |
| NORTHERN TRUST CORP | $1.2B | 3,704,398 | 0.14% | 25q | +3.3%+$39.3M |
| GOLDMAN SACHS GROUP INC | $1.2B incl. $127.5M options CALL+PUT | 3,228,483 | 0.10% | 26q | +25.6%+$246.6M |
| AMERICAN CENTURY COMPANIES INC | $1.0B | 3,129,427 | 0.46% | 13q | -5.9%-$65.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.0B | 3,052,779 | 0.14% | 25q | +3.2%+$31.8M |
| BARCLAYS PLC | $1.0B incl. $513.0M options CALL+PUT | 1,477,862 | 0.19% | 18q | +94.0%+$488.5M |
| AQR CAPITAL MANAGEMENT LLC | $858.2M | 2,686,683 | 0.30% | 18q | +0.5%+$4.4M |
| IMC-Chicago, LLC | $855.8M incl. $831.3M options CALL+PUT | 73,357 | 0.20% | 12q | +264.8%+$621.2M |
| AMERIPRISE FINANCIAL INC | $833.2M | 2,486,910 | 0.17% | 26q | -6.9%-$61.3M |
| DIMENSIONAL FUND ADVISORS LP | $811.0M | 2,423,954 | 0.15% | 13q | HELD |
| Value Aligned Research Advisors, LLC | $806.7M incl. $325.2M options CALL+PUT | 1,437,807 | 2.01% | 13q | -25.9%-$281.7M |
| Bank of New York Mellon Corp | $797.4M | 2,381,476 | 0.13% | 25q | -1.2%-$9.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $755.6M | 2,256,647 | 0.14% | 25q | -0.9%-$7.1M |
| WELLS FARGO & COMPANY/MN | $742.5M incl. $7.4M options CALL+PUT | 2,195,625 | 0.12% | 26q | +5.1%+$35.9M |
| VANGUARD FIDUCIARY TRUST CO | $739.0M | 2,207,252 | 0.16% | 2q | HELD |
| COOPERMAN LEON G | $722.5M | 2,157,789 | 20.37% | 24q | HELD |
| Legal & General Group Plc | $716.2M | 2,138,967 | 0.15% | 25q | +1.1%+$7.8M |
| Robeco Institutional Asset Management B.V. | $641.7M | 1,916,632 | 0.79% | 13q | -6.9%-$47.3M |
| Pictet Asset Management Holding SA | $628.2M | 1,878,379 | 0.60% | 12q | +298.8%+$470.7M |
| Clearbridge Investments, LLC | $619.9M | 1,851,373 | 0.51% | 26q | -29.2%-$255.6M |
| PEAK6 LLC | $601.4M incl. $601.4M options CALL+PUT | 2 | 1.24% | 7q | HELD |
| Walleye Trading LLC | $590.4M incl. $473.9M options CALL+PUT | 347,890 | 0.67% | 15q | +26.1%+$122.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $542.8M | 1,621,215 | 0.38% | 10q | -21.8%-$151.1M |
| DEUTSCHE BANK AG\ | $506.6M | 1,513,057 | 0.15% | 26q | -4.7%-$25.2M |
| ALKEON CAPITAL MANAGEMENT LLC | $476.1M | 1,421,980 | 0.64% | 4q | -43.2%-$361.6M |
| ROYAL BANK OF CANADA | $466.8M incl. $53.3M options CALL+PUT | 1,235,114 | 0.07% | 25q | +1.9%+$8.8M |
| Amundi | $465.8M | 1,391,089 | 0.11% | 13q | -1.0%-$4.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $458.4M | 1,370,671 | 0.40% | 25q | -12.0%-$62.5M |
| JENNISON ASSOCIATES LLC | $443.8M | 1,325,407 | 0.27% | 2q | +112604.7%+$443.4M |
| Jupiter Topco LLC | $441.1M | 1,317,408 | 0.18% | new | FIRST |
| MILLENNIUM MANAGEMENT LLC | $432.2M incl. $179.1M options CALL+PUT | 755,811 | 0.16% | 15q | +4123.8%+$421.9M |
| FEDERATED HERMES, INC. | $430.1M | 1,284,560 | 0.62% | 14q | -27.4%-$162.6M |
| RAYMOND JAMES FINANCIAL INC | $423.6M | 1,265,208 | 0.11% | 7q | -35.5%-$233.5M |
| Winslow Capital Management, LLC | $389.2M | 1,162,369 | 1.34% | 5q | +34.4%+$99.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $353.0M | 1,054,361 | 1.15% | 12q | -45.1%-$290.4M |
| HSBC HOLDINGS PLC | $346.8M incl. $2.4M options PUT | 1,031,624 | 0.14% | 12q | +18.0%+$52.9M |
| HRT FINANCIAL LP | $344.2M incl. $195.7M options OPT | 1,027,975 | 0.63% | 3q | +1181.8%+$317.3M |
| Swiss National Bank | $343.2M | 1,025,140 | 0.18% | 25q | -3.8%-$13.6M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $337.5M | 1,007,941 | 0.92% | 15q | -15.3%-$60.8M |
| Mirova US LLC | $330.9M | 988,313 | 3.56% | 3q | -3.4%-$11.5M |
| BAMCO INC /NY/ | $328.1M | 979,821 | 0.49% | 26q | -17.0%-$67.4M |
| Polar Capital Holdings Plc | $325.0M | 970,621 | 0.77% | 19q | -37.0%-$191.0M |
| MARSHALL WACE, LLP | $318.1M | 950,002 | 0.25% | 4q | +2208.4%+$304.3M |
| D. E. Shaw & Co., Inc. | $311.7M incl. $293.6M options CALL+PUT | 54,056 | 0.15% | 18q | -63.3%-$536.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $305.3M | 911,851 | 0.17% | 24q | +8.0%+$22.6M |
| FRANKLIN RESOURCES INC | $305.2M | 911,667 | 0.07% | 11q | -29.7%-$128.7M |
| Sumitomo Mitsui Trust Group, Inc. | $296.0M | 884,020 | 0.17% | 11q | +2.2%+$6.3M |
| ENVESTNET ASSET MANAGEMENT INC | $294.9M | 880,700 | 0.07% | 25q | +6.9%+$19.0M |
| Vanguard Global Advisers, LLC | $279.3M | 834,259 | 0.13% | 2q | -0.9%-$2.5M |
| CITIGROUP INC | $275.6M incl. $57.9M options CALL+PUT | 650,152 | 0.09% | 26q | +14.2%+$34.3M |
| COATUE MANAGEMENT LLC | $270.1M | 806,594 | 0.56% | 3q | -17.8%-$58.6M |
| LPL Financial LLC | $269.4M | 804,749 | 0.06% | 24q | +4.2%+$11.0M |
| VICTORY CAPITAL MANAGEMENT INC | $266.9M | 797,184 | 0.15% | 16q | -10.0%-$29.7M |
| CANADA PENSION PLAN INVESTMENT BOARD | $264.9M | 791,292 | 0.15% | 7q | -8.1%-$23.2M |
| California Public Employees Retirement System | $264.2M | 789,106 | 0.15% | 26q | +11.3%+$26.8M |
| BNP PARIBAS FINANCIAL MARKETS | $261.7M incl. $39.5M options CALL+PUT | 663,520 | 0.09% | 7q | +10.7%+$25.3M |
| Allspring Global Investments Holdings, LLC | $254.0M | 815,548 | 0.39% | 19q | -12.4%-$35.9M |
| NORDEA INVESTMENT MANAGEMENT AB | $253.4M | 782,232 | 0.21% | 11q | +85.4%+$116.7M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $251.6M | 751,364 | 11.03% | 26q | -23.1%-$75.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $247.5M | 739,231 | 0.17% | 2q | +13.1%+$28.7M |
| Impax Asset Management Group plc | $244.3M | 729,503 | 1.59% | 26q | -32.7%-$118.9M |
| Tidal Investments LLC | $229.5M | 685,490 | 0.40% | 12q | +114.3%+$122.4M |
| Atika Capital Management LLC | $223.0M | 666,100 | 14.66% | 13q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $222.9M | 665,850 | 0.43% | 25q | -8.0%-$19.5M |
| US BANCORP \DE\ | $222.1M | 663,288 | 0.24% | 25q | -2.8%-$6.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $219.3M | 655,032 | 0.07% | 7q | -8.1%-$19.4M |
| RHUMBLINE ADVISERS | $218.2M | 651,693 | 0.16% | 25q | -8.0%-$19.1M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $218.1M | 651,474 | 0.40% | 8q | -14.5%-$36.9M |
| National Pension Service | $213.9M | 638,968 | 0.14% | 10q | +10.1%+$19.6M |
| Robeco Schweiz AG | $213.6M | 637,920 | 3.43% | 23q | -11.8%-$28.5M |
| STIFEL FINANCIAL CORP | $206.6M | 617,045 | 0.17% | 12q | -0.8%-$1.7M |
| GROUP ONE TRADING LLC | $203.3M CALL+PUT | options only | 0.29% | 25q | OPTIONS |
| SEI INVESTMENTS CO | $199.2M | 595,087 | 0.18% | 26q | +4.8%+$9.2M |
| BANK OF MONTREAL /CAN/ | $195.7M | 584,347 | 0.06% | 16q | +17.4%+$29.0M |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $191.7M | 572,643 | 23.96% | 26q | -0.8%-$1.5M |
| Chescapmanager LLC | $191.5M incl. $67.0M options CALL | 372,000 | 16.31% | 26q | -11.8%-$25.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $185.5M | 554,033 | 0.17% | 25q | HELD |
| Ensign Peak Advisors, Inc | $179.7M | 536,699 | 0.30% | 22q | -9.1%-$17.9M |
| Marex Group Ltd | $179.1M | 535,002 | 0.76% | 10q | +125.5%+$99.7M |
| TCW GROUP INC | $177.5M | 530,213 | 1.19% | 15q | -1.8%-$3.3M |
| Temasek Holdings (Private) Ltd | $165.2M incl. $39.4M options PUT | 375,695 | 0.44% | 3q | -8.7%-$15.8M |
| Swedbank AB | $165.2M | 493,342 | 0.14% | 10q | -1.6%-$2.7M |
| Connor, Clark & Lunn Investment Management Ltd. | $160.8M | 480,127 | 0.30% | 7q | +39.9%+$45.8M |
Q2 2026 in brief
In Q2 2026, 2,078 managers that file Form 13F reported holding Vertiv Holdings Co (VRT), $117.2B in all, or about 82% of the shares outstanding. 353 managers opened a position and 133 sold out completely, against 1,858 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and Vanguard Portfolio Management Llc. Largest new positions: Hrt Financial Lp ($148.5M), Alyeska Investment Group, L.P. ($95.7M) and Capula Management Ltd ($67.6M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 6.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-27 | 2026-10-27 | Acquisition or disposal completed | filing |
| 2026-09-02 | 2026-09-01 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | MONSER EDWARD L | Director | Sold | 15,287 | $3.9M ×8 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 713 | $3.8B | 15,716,311 | 58 | 299 | 241 | 0.1% |
| Q2 2026 | 2,078 | $117.2B | 316,148,804 | 327 | 797 | 681 | 10.3% |
| Q1 2026 | 1,858 | $87.9B | 314,947,686 | 349 | 632 | 618 | 10.5% |
| Q4 2025 | 1,629 | $57.3B | 301,260,892 | 216 | 576 | 536 | 14.9% |
| Q3 2025 | 1,457 | $53.3B | 304,927,864 | 259 | 567 | 431 | 13.7% |
| Q2 2025 | 1,323 | $48.0B | 308,221,487 | 288 | 528 | 355 | 17.5% |
| Q1 2025 | 1,162 | $25.1B | 301,437,117 | 203 | 528 | 318 | 13.0% |
| Q4 2024 | 1,211 | $38.7B | 312,115,373 | 208 | 433 | 366 | 8.1% |
| Q3 2024 | 1,037 | $36.3B | 335,677,044 | 228 | 415 | 290 | 7.9% |
| Q2 2024 | 919 | $30.5B | 328,402,892 | 234 | 337 | 260 | 6.9% |
| Q1 2024 | 770 | $28.0B | 320,050,201 | 233 | 236 | 228 | 6.6% |
| Q4 2023 | 594 | $17.6B | 349,828,487 | 178 | 171 | 178 | 4.5% |
| Q3 2023 | 461 | $13.1B | 342,023,956 | 140 | 138 | 143 | 3.0% |
| Q2 2023 | 353 | $8.7B | 341,125,220 | 92 | 86 | 137 | 3.1% |
| Q1 2023 | 297 | $5.1B | 352,984,541 | 49 | 101 | 92 | 1.2% |
| Q4 2022 | 287 | $4.7B | 341,849,155 | 64 | 78 | 94 | 0.9% |
| Q3 2022 | 245 | $33.0B | 3,388,793,956 | 27 | 92 | 74 | 0.0% |
| Q2 2022 | 277 | $23.8B | 2,891,084,341 | 47 | 84 | 93 | 0.1% |
| Q1 2022 | 288 | $32.9B | 2,351,364,479 | 54 | 119 | 72 | 0.1% |
| Q4 2021 | 303 | $9.8B | 390,920,034 | 35 | 124 | 72 | 0.2% |
| Q3 2021 | 291 | $9.4B | 388,102,902 | 37 | 94 | 100 | 0.2% |
| Q2 2021 | 291 | $10.1B | 370,950,526 | 56 | 102 | 79 | 0.2% |
| Q1 2021 | 277 | $7.1B | 354,770,563 | 63 | 123 | 57 | 0.4% |
| Q4 2020 | 254 | $6.7B | 358,773,730 | 66 | 101 | 47 | 0.4% |
| Q3 2020 | 202 | $5.4B | 314,338,339 | 63 | 71 | 40 | 0.0% |
| Q2 2020 | 156 | $4.2B | 308,076,380 | 79 | 32 | 29 | 0.1% |
| Q1 2020 | 101 | $13.3B | 1,535,956,705 | 98 | 0 | 1 | 0.0% |
| Q4 2019 | 2 | $20.2M | 1,826,880 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $4.0K | 157 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $4.0K | 157 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.0K | 157 | 1 | 0 | 0 | 0.0% |