Vertiv Ownership 2024 | Who Owns Vertiv Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

81.74%

Insider Ownership

0.91%

Retail Ownership

17.36%

Institutional Holders

918.00

Vertiv Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	9.00%	0.07%	34,131,345	6,704,113	24.44%	2,954,750,538	Jun 30, 2024
VANGUARD GROUP INC	8.87%	0.06%	33,647,121	24,864	0.07%	2,912,831,265	Jun 30, 2024
FMR LLC	6.29%	0.13%	23,858,196	-11,486,825	-32.50%	2,065,404,028	Jun 30, 2024
JPMORGAN CHASE & CO	4.33%	0.12%	16,433,854	13,817,681	528.16%	1,422,678,799	Jun 30, 2024
COATUE MANAGEMENT LLC	2.39%	3.05%	9,042,912	-202,430	-2.19%	782,844,892	Jun 30, 2024
INVESCO LTD.	2.27%	0.16%	8,620,619	604,008	7.53%	746,286,996	Jun 30, 2024
STATE STREET CORP	1.93%	0.03%	7,326,377	199,060	2.79%	634,244,457,000	Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC	1.56%	1.75%	5,921,235	-7,454,157	-55.73%	512,601,314	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.46%	0.04%	5,543,730	22,988	0.42%	479,838,056	Jun 30, 2024
BANK OF AMERICA CORP /DE/	1.46%	0.04%	5,542,061	3,265,293	143.42%	479,776,183	Jun 30, 2024
AUSTIN PRIVATE WEALTH, LLC	1.32%	-	5,000,000	5,000,000	100.00%	43	Jun 30, 2024
MORGAN STANLEY	1.16%	0.03%	4,413,431	-45,887	-1.03%	382,070,850	Jun 30, 2024
NORGES BANK	1.13%	0.06%	4,302,407	4,302,407	100.00%	372,459,374	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	1.10%	0.04%	4,167,173	-609,884	-12.77%	360,753,000	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.01%	0.10%	3,824,549	3,824,549	100.00%	331,091,208	Jun 30, 2024
BAMCO INC /NY/	1.00%	0.94%	3,800,000	-1,050,000	-21.65%	328,966,000	Jun 30, 2024
WESTFIELD CAPITAL MANAGEMENT CO LP	0.94%	1.52%	3,570,870	171,598	5.05%	309,130,173	Jun 30, 2024
AMERIPRISE FINANCIAL INC	0.89%	0.08%	3,389,708	2,102,687	163.38%	293,432,112	Jun 30, 2024
JANUS HENDERSON GROUP PLC	0.87%	0.15%	3,295,056	292,859	9.75%	285,250,889	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.73%	0.21%	2,752,496	2,112,779	330.27%	238,284,000	Jun 30, 2024

Vertiv's largest institutional shareholder is BLACKROCK INC., holding 9.00% of the company's total share outstanding, currently valued at $2.95B. The top 10 institutional shareholders own together 39.58% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HIGHLANDER PARTNERS, L.P.	0.11%	23.84%	413,941	2,700	0.66%	35,834,872	Jun 30, 2024
ENGINE NO. 1 LLC	0.06%	19.01%	209,325	-6,000	-2.79%	18,121,265	Jun 30, 2024
RATAN CAPITAL MANAGEMENT LP	0.15%	14.79%	564,518	110,739	24.40%	48,870,323	Jun 30, 2024
NEW SOUTH CAPITAL MANAGEMENT INC	0.69%	10.06%	2,598,846	-646,424	-19.92%	224,982,098	Jun 30, 2024
SELDON CAPITAL LP	0.06%	10.04%	212,276	-	-	18,376,733	Jun 30, 2024
CRYSTAL ROCK CAPITAL MANAGEMENT	0.05%	9.51%	183,525	-42,050	-18.64%	15,887,759	Jun 30, 2024
CORSAIR CAPITAL MANAGEMENT, L.P.	0.17%	9.11%	648,849	-27,045	-4.00%	56,170,858	Jun 30, 2024
VALUE ALIGNED RESEARCH ADVISORS, LLC	0.12%	8.57%	452,130	224,174	98.34%	39,140,894	Jun 30, 2024
COLLABORATIVE HOLDINGS MANAGEMENT LP	0.01%	8.49%	48,295	-25,500	-34.56%	4,180,898	Jun 30, 2024
ZUCKERMAN INVESTMENT GROUP, LLC	0.22%	8.26%	824,916	-278,625	-25.25%	71,412,980	Jun 30, 2024
COOPERMAN LEON G	0.55%	7.67%	2,100,000	-	-	181,797,000	Jun 30, 2024
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD.	0.00%	7.49%	6,824	6,824	100.00%	590,754	Jun 30, 2024
STANLEY CAPITAL MANAGEMENT, LLC	0.11%	7.40%	418,000	-140,000	-25.09%	36,186,260	Jun 30, 2024
BOCHK ASSET MANAGEMENT LTD	0.06%	6.89%	243,500	-16,200	-6.24%	21,079,795	Jun 30, 2024
OTTER CREEK ADVISORS, LLC	0.03%	6.88%	122,479	22,698	22.75%	10,603,007	Jun 30, 2024
ELECTRON CAPITAL PARTNERS, LLC	0.45%	6.63%	1,695,323	-637,680	-27.33%	146,764,113	Jun 30, 2024
GRAND ALLIANCE ASSET MANAGEMENT LTD	0.04%	6.00%	145,000	-25,000	-14.71%	12,552,650	Jun 30, 2024
CHESCAPMANAGER LLC	0.22%	5.80%	835,125	-147,600	-15.02%	72,296,771	Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC	0.42%	5.67%	1,587,539	-1,155,228	-42.12%	137,433,251	Jun 30, 2024
THAMES CAPITAL MANAGEMENT LLC	0.04%	5.41%	159,479	-	-	13,806,097	Jun 30, 2024

The largest Vertiv shareholder by % of total assets is HIGHLANDER PARTNERS, L.P.. The company owns 413.94K shares of Vertiv (VRT), representing 23.84% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JPMORGAN CHASE & CO	4.33%	0.12%	16,433,854	13,817,681	528.16%	1,422,678,799	Jun 30, 2024
BLACKROCK INC.	9.00%	0.07%	34,131,345	6,704,113	24.44%	2,954,750,538	Jun 30, 2024
AUSTIN PRIVATE WEALTH, LLC	1.32%	-	5,000,000	5,000,000	100.00%	43	Jun 30, 2024
NORGES BANK	1.13%	0.06%	4,302,407	4,302,407	100.00%	372,459,374	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.01%	0.10%	3,824,549	3,824,549	100.00%	331,091,208	Jun 30, 2024
BANK OF AMERICA CORP /DE/	1.46%	0.04%	5,542,061	3,265,293	143.42%	479,776,183	Jun 30, 2024
AXIOM INVESTORS LLC /DE	0.67%	1.93%	2,556,969	2,556,969	100.00%	221,356,806	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.73%	0.21%	2,752,496	2,112,779	330.27%	238,284,000	Jun 30, 2024
AMERIPRISE FINANCIAL INC	0.89%	0.08%	3,389,708	2,102,687	163.38%	293,432,112	Jun 30, 2024
FRANKLIN RESOURCES INC	0.52%	0.05%	1,985,373	1,335,792	205.64%	171,873,742	Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	0.38%	0.13%	1,443,965	1,131,863	362.66%	125,004,049	Jun 30, 2024
INVESCO LTD.	2.27%	0.16%	8,620,619	604,008	7.53%	746,286,996	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.19%	0.16%	712,400	565,700	385.62%	61,672,468	Jun 30, 2024
DEUTSCHE BANK AG\	0.29%	0.04%	1,081,085	516,763	91.57%	93,589,528	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	0.16%	0.16%	617,700	507,200	459.00%	53,474,289	Jun 30, 2024
LORD, ABBETT & CO. LLC	0.17%	0.19%	640,482	493,260	335.05%	55,447,000	Jun 30, 2024
SWEDBANK AB	0.18%	0.08%	674,493	480,394	247.50%	58,390,860	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.18%	0.38%	678,319	463,544	215.83%	58,722,073	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.20%	0.02%	740,235	432,576	140.60%	64,082,196	Jun 30, 2024
NOMURA HOLDINGS INC	0.11%	0.07%	415,000	415,000	100.00%	35,926,550	Jun 30, 2024

As of Jun 30 2024, Vertiv's largest institutional buyer is JPMORGAN CHASE & CO. The company purchased 13.82M stocks of VRT, valued at $1.42B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FMR LLC	6.29%	0.13%	23,858,196	-11,486,825	-32.50%	2,065,404,028	Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC	1.56%	1.75%	5,921,235	-7,454,157	-55.73%	512,601,314	Jun 30, 2024
TRIVEST ADVISORS LTD	-	-	-	-2,320,600	-100.00%	-	Jun 30, 2024
TAIREN CAPITAL LTD	-	-	-	-1,264,522	-100.00%	-	Jun 30, 2024
HOLOCENE ADVISORS, LP	0.07%	0.09%	254,110	-1,223,512	-82.80%	21,998,303	Jun 30, 2024
BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC	0.42%	5.67%	1,587,539	-1,155,228	-42.12%	137,433,251	Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP	0.20%	1.11%	741,487	-1,098,177	-59.69%	64,190,530	Jun 30, 2024
UBS GROUP AG	0.00%	0.00%	10,000	-1,097,800	-99.10%	865,700	Jun 30, 2024
CASTLE HOOK PARTNERS LP	0.16%	1.20%	590,680	-1,074,400	-64.53%	51,135,168	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.08%	0.07%	319,900	-1,052,800	-76.70%	27,693,743	Jun 30, 2024
BAMCO INC /NY/	1.00%	0.94%	3,800,000	-1,050,000	-21.65%	328,966,000	Jun 30, 2024
DUQUESNE FAMILY OFFICE LLC	-	-	-	-998,510	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	0.13%	0.10%	486,716	-985,539	-66.94%	42,135,004	Jun 30, 2024
SURGOCAP PARTNERS LP	-	-	-	-898,268	-100.00%	-	Jun 30, 2024
LOCUST WOOD CAPITAL ADVISERS, LLC	0.42%	4.94%	1,592,736	-849,789	-34.79%	137,883,174	Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC	0.20%	1.36%	757,391	-773,241	-50.52%	65,567,339	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	0.19%	0.10%	733,978	-662,430	-47.44%	63,540,464	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	0.43%	0.16%	1,625,404	-661,904	-28.94%	140,722,787	Jun 30, 2024
NEW SOUTH CAPITAL MANAGEMENT INC	0.69%	10.06%	2,598,846	-646,424	-19.92%	224,982,098	Jun 30, 2024
ELECTRON CAPITAL PARTNERS, LLC	0.45%	6.63%	1,695,323	-637,680	-27.33%	146,764,113	Jun 30, 2024

As of Jun 30 2024, Vertiv's biggest institutional seller is FMR LLC. The company sold -11.49M shares of VRT, valued at $2.07B.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AUSTIN PRIVATE WEALTH, LLC	1.32%	-	5,000,000	5,000,000	100.00%	43	Jun 30, 2024
NORGES BANK	1.13%	0.06%	4,302,407	4,302,407	100.00%	372,459,374	Jun 30, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.01%	0.10%	3,824,549	3,824,549	100.00%	331,091,208	Jun 30, 2024
AXIOM INVESTORS LLC /DE	0.67%	1.93%	2,556,969	2,556,969	100.00%	221,356,806	Jun 30, 2024
NOMURA HOLDINGS INC	0.11%	0.07%	415,000	415,000	100.00%	35,926,550	Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.06%	0.05%	229,000	229,000	100.00%	19,824,530	Jun 30, 2024
GENERATE INVESTMENT MANAGEMENT LTD	0.06%	1.08%	213,121	213,121	100.00%	18,449,885	Jun 30, 2024
JAG CAPITAL MANAGEMENT, LLC	0.04%	1.81%	152,578	152,578	100.00%	13,208,687	Jun 30, 2024
LA FINANCIERE DE L'ECHIQUIER	0.04%	0.57%	152,000	152,000	100.00%	13,158,640	Jun 30, 2024
KORNITZER CAPITAL MANAGEMENT INC /KS	0.03%	0.20%	122,500	122,500	100.00%	10,604,825	Jun 30, 2024
ELITE WEALTH MANAGEMENT, INC.	0.03%	0.34%	116,434	116,434	100.00%	10,079,703	Jun 30, 2024
PENNANT INVESTORS, LP	0.03%	2.60%	115,000	115,000	100.00%	9,955,550	Jun 30, 2024
ALTA PARK CAPITAL, LP	0.03%	1.13%	105,105	105,105	100.00%	9,098,940	Jun 30, 2024
VERDE SERVICOS INTERNACIONAIS S.A.	0.03%	3.96%	99,022	99,022	100.00%	8,572,000	Jun 30, 2024
ZEVENBERGEN CAPITAL INVESTMENTS LLC	0.02%	0.17%	90,000	90,000	100.00%	7,791,300	Jun 30, 2024
QUANTBOT TECHNOLOGIES LP	0.02%	0.37%	87,475	87,475	100.00%	7,572,711	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.02%	0.08%	84,600	84,600	100.00%	7,324,000	Jun 30, 2024
IMC-CHICAGO, LLC	0.02%	0.00%	80,410	80,410	100.00%	6,961,094	Jun 30, 2024
ADVISER INVESTMENTS LLC	0.02%	0.09%	79,132	79,132	100.00%	6,850,460	Jun 30, 2024
IBEX WEALTH ADVISORS	0.02%	0.84%	62,319	62,319	100.00%	5,394,907	Jun 30, 2024
TENERE CAPITAL LLC	0.02%	1.56%	60,733	60,733	100.00%	5,257,656	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.02%	0.00%	60,000	60,000	100.00%	5,194,200	Jun 30, 2024
SUMITOMO LIFE INSURANCE CO	0.01%	0.10%	54,900	54,900	100.00%	4,327,643	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.01%	0.10%	54,535	54,535	100.00%	4,721,095	Jun 30, 2024
CAVALIER INVESTMENTS, LLC	0.01%	1.35%	50,494	50,494	100.00%	4,371,266	Jun 30, 2024
BADGLEY PHELPS WEALTH MANAGERS, LLC	0.01%	0.11%	49,904	49,904	100.00%	4,320,190	Jun 30, 2024
BAYBERRY CAPITAL PARTNERS LP	0.01%	0.83%	48,000	48,000	100.00%	4,155,360	Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO	0.01%	0.08%	47,812	47,812	100.00%	4,139,066	Jun 30, 2024
MBB PUBLIC MARKETS I LLC	0.01%	0.08%	44,577	44,577	100.00%	3,859,031	Jun 30, 2024
INDEPENDENT ADVISOR ALLIANCE	0.01%	0.12%	40,317	40,317	100.00%	3,490,246	Jun 30, 2024
OAK GROVE CAPITAL LLC	0.01%	0.61%	38,455	38,455	100.00%	3,329,049	Jun 30, 2024
UMB BANK, N.A.	0.01%	0.05%	38,262	38,262	100.00%	3,312,341	Jun 30, 2024
VARMA MUTUAL PENSION INSURANCE CO	0.01%	0.02%	35,000	35,000	100.00%	3,029,950	Jun 30, 2024
WEALTHFRONT ADVISERS LLC	0.01%	0.01%	34,947	34,947	100.00%	3,025,362	Jun 30, 2024
STRATEGIC GLOBAL ADVISORS, LLC	0.01%	0.62%	34,001	34,001	100.00%	2,943,467	Jun 30, 2024
LEEWARD FINANCIAL PARTNERS, LLC	0.01%	1.04%	29,723	29,723	100.00%	2,573,120	Jun 30, 2024
STRATEGIC BLUEPRINT, LLC	0.01%	0.17%	28,754	28,754	100.00%	2,489,234	Jun 30, 2024
CENTIVA CAPITAL, LP	0.01%	0.03%	20,600	20,600	100.00%	1,783,342	Jun 30, 2024
NEW AGE ALPHA ADVISORS, LLC	0.01%	0.94%	20,000	20,000	100.00%	1,731,000	Jun 30, 2024
ALERUS FINANCIAL NA	0.01%	0.13%	19,705	19,705	100.00%	1,705,892	Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC	0.01%	0.03%	19,414	19,414	100.00%	1,681,000	Jun 30, 2024
APEIRON CAPITAL LTD	0.01%	0.59%	19,400	19,400	100.00%	1,679,458	Jun 30, 2024
ICAPITAL WEALTH LLC	0.00%	0.88%	18,660	18,660	100.00%	1,615,396	Jun 30, 2024
MYDA ADVISORS LLC	0.00%	0.34%	18,000	18,000	100.00%	1,558,260	Jun 30, 2024
GREAT VALLEY ADVISOR GROUP, INC.	0.00%	0.04%	17,097	17,097	100.00%	1,480,112	Jun 30, 2024
THOMPSON SIEGEL & WALMSLEY LLC	0.00%	0.02%	17,000	17,000	100.00%	1,472,000	Jun 30, 2024
AMERITAS ADVISORY SERVICES, LLC	0.00%	0.05%	16,375	16,375	100.00%	1,417,584	Jun 30, 2024
LGT GROUP FOUNDATION	0.00%	0.02%	15,446	15,446	100.00%	1,337,160	Jun 30, 2024
QUAERO CAPITAL S.A.	0.00%	1.79%	15,220	15,220	100.00%	1,317,595	Jun 30, 2024
CALDWELL INVESTMENT MANAGEMENT LTD.	0.00%	0.98%	15,000	15,000	100.00%	1,296,606	Jun 30, 2024
CALLAN FAMILY OFFICE, LLC	0.00%	0.25%	14,852	14,852	100.00%	1,285,738	Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP	0.00%	0.06%	14,523	14,523	100.00%	1,257,256	Jun 30, 2024
ALBAR CAPITAL LTD	0.00%	0.19%	14,491	14,491	100.00%	1,254,486	Jun 30, 2024
AROSA CAPITAL MANAGEMENT LP	0.00%	0.70%	14,000	14,000	100.00%	1,211,980	Jun 30, 2024
CENTERSTAR ASSET MANAGEMENT, LLC	0.00%	0.31%	12,855	12,855	100.00%	1,111,958	Jun 30, 2024
HIGHVIEW CAPITAL MANAGEMENT LLC/DE/	0.00%	0.46%	12,811	12,811	100.00%	1,109,048	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.00%	0.02%	12,718	12,718	100.00%	1,100,997	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.00%	0.18%	12,676	12,676	100.00%	1,097,361	Jun 30, 2024
MORSE ASSET MANAGEMENT, INC	0.00%	0.27%	12,635	12,635	100.00%	1,094,000	Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC	0.00%	0.24%	12,552	12,552	100.00%	1,086,627	Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP	0.00%	0.74%	12,026	12,026	100.00%	1,041,091	Jun 30, 2024
ITAU UNIBANCO HOLDING S.A.	0.00%	0.04%	12,000	12,000	100.00%	1,038,840	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.00%	0.01%	11,465	11,465	100.00%	992,494	Jun 30, 2024
GUGGENHEIM CAPITAL LLC	0.00%	0.01%	11,325	11,325	100.00%	980,405	Jun 30, 2024
BOUVEL INVESTMENT PARTNERS, LLC	0.00%	0.37%	11,113	11,113	100.00%	962,052	Jun 30, 2024
COTTAGE STREET ADVISORS LLC	0.00%	0.53%	10,460	10,460	100.00%	905,527	Jun 30, 2024
ARETE WEALTH ADVISORS, LLC	0.00%	0.07%	10,381	10,381	100.00%	898,000	Jun 30, 2024
BALBOA WEALTH PARTNERS	0.00%	0.23%	10,033	10,033	100.00%	868,557	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	0.00%	10,000	10,000	100.00%	866,000	Jun 30, 2024
ARTEMIS WEALTH ADVISORS, LLC	0.00%	0.08%	10,000	10,000	100.00%	865,700	Jun 30, 2024
NVWM, LLC	0.00%	0.23%	9,911	9,911	100.00%	857,996	Jun 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.	0.00%	0.04%	9,678	9,678	100.00%	837,824	Jun 30, 2024
SHELTON WEALTH MANAGEMENT, LLC	0.00%	0.46%	9,323	9,323	100.00%	807,092	Jun 30, 2024
MEZZASALMA ADVISORS, LLC	0.00%	0.33%	9,013	9,013	100.00%	780,255	Jun 30, 2024
SIT INVESTMENT ASSOCIATES INC	0.00%	0.02%	8,815	8,815	100.00%	763,000	Jun 30, 2024
EMERALD ADVISERS, LLC	0.00%	0.03%	8,547	8,547	100.00%	739,914	Jun 30, 2024
COLONY GROUP, LLC	0.00%	0.00%	8,386	8,386	100.00%	726,000	Jun 30, 2024
WOLFF WIESE MAGANA LLC	0.00%	0.57%	8,354	8,354	100.00%	723,209	Jun 30, 2024
SNOWDEN CAPITAL ADVISORS LLC	0.00%	0.02%	8,099	8,099	100.00%	701,130	Jun 30, 2024
AUSTRALIANSUPER PTY LTD	0.00%	0.00%	8,064	8,064	100.00%	698,100	Jun 30, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC	0.00%	0.72%	7,700	7,700	100.00%	666,589	Jun 30, 2024
OAK HARVEST INVESTMENT SERVICES	0.00%	0.11%	7,680	7,680	100.00%	664,859	Jun 30, 2024
ARISTEIA CAPITAL LLC	0.00%	0.01%	7,583	7,583	100.00%	656,460	Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC	0.00%	0.03%	7,506	7,506	100.00%	649,794	Jun 30, 2024
CHOREO, LLC	0.00%	0.01%	7,289	7,289	100.00%	631,329	Jun 30, 2024
MGO ONE SEVEN LLC	0.00%	0.03%	7,289	7,289	100.00%	631,010	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.00%	0.00%	7,122	7,122	100.00%	616,552	Jun 30, 2024
GATEWAY ADVISORY, LLC	0.00%	0.10%	6,964	6,964	100.00%	602,873	Jun 30, 2024
PRIME CAPITAL INVESTMENT ADVISORS, LLC	0.00%	0.01%	6,928	6,928	100.00%	599,759	Jun 30, 2024
WEALTH EFFECTS LLC	0.00%	0.22%	6,900	6,900	100.00%	597,333	Jun 30, 2024
MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD.	0.00%	7.49%	6,824	6,824	100.00%	590,754	Jun 30, 2024
INVESCO LTD.	0.00%	0.00%	6,500	6,500	100.00%	562,705	Jun 30, 2024
IONIC CAPITAL MANAGEMENT LLC	0.00%	0.09%	6,354	6,354	100.00%	550,066	Jun 30, 2024
GLOBALT INVESTMENTS LLC / GA	0.00%	0.02%	6,157	6,157	100.00%	533,011	Jun 30, 2024
GAMCO INVESTORS, INC. ET AL	0.00%	0.01%	6,000	6,000	100.00%	519,420	Jun 30, 2024
HARBERT FUND ADVISORS, INC.	0.00%	0.36%	5,850	5,850	100.00%	506,435	Jun 30, 2024
TRADITION WEALTH MANAGEMENT, LLC	0.00%	0.05%	5,776	5,776	100.00%	500,028	Jun 30, 2024
CHURCHILL MANAGEMENT CORP	0.00%	0.01%	5,765	5,765	100.00%	499,076	Jun 30, 2024
APOLLON WEALTH MANAGEMENT, LLC	0.00%	0.02%	5,759	5,759	100.00%	498,579	Jun 30, 2024
BLUESHIFT ASSET MANAGEMENT, LLC	0.00%	0.16%	5,521	5,521	100.00%	477,953	Jun 30, 2024

Vertiv's largest new institutional shareholder by number of shares is AUSTIN PRIVATE WEALTH, LLC, purchased 5.00M shares, valued at $43.00, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TRIVEST ADVISORS LTD	-	-	-	-2,320,600	-100.00%	-	Jun 30, 2024
TAIREN CAPITAL LTD	-	-	-	-1,264,522	-100.00%	-	Jun 30, 2024
DUQUESNE FAMILY OFFICE LLC	-	-	-	-998,510	-100.00%	-	Jun 30, 2024
SURGOCAP PARTNERS LP	-	-	-	-898,268	-100.00%	-	Jun 30, 2024
WT ASSET MANAGEMENT LTD	-	-	-	-499,627	-100.00%	-	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	-	-	-	-472,566	-100.00%	-	Jun 30, 2024
HEL VED CAPITAL MANAGEMENT LTD	-	-	-	-465,027	-100.00%	-	Jun 30, 2024
ENGLE CAPITAL MANAGEMENT, L.P.	-	-	-	-312,000	-100.00%	-	Jun 30, 2024
BARCLAYS PLC	-	-	-	-300,000	-100.00%	-	Jun 30, 2024
POINT72 HONG KONG LTD	-	-	-	-224,825	-100.00%	-	Jun 30, 2024
HAP TRADING, LLC	-	-	-	-214,500	-100.00%	-	Jun 30, 2024
MONOLITH MANAGEMENT LTD	-	-	-	-210,500	-100.00%	-	Jun 30, 2024
POLYMER CAPITAL MANAGEMENT (HK) LTD	-	-	-	-208,978	-100.00%	-	Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
CLOUDALPHA CAPITAL MANAGEMENT LIMITED/HONG KONG	-	-	-	-178,900	-100.00%	-	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	-	-	-	-174,426	-100.00%	-	Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC	-	-	-	-122,130	-100.00%	-	Jun 30, 2024
KADENSA CAPITAL LTD	-	-	-	-109,957	-100.00%	-	Jun 30, 2024
PINNBROOK CAPITAL MANAGEMENT LP	-	-	-	-108,711	-100.00%	-	Jun 30, 2024
BLACK SWIFT GROUP, LLC	-	-	-	-86,000	-100.00%	-	Jun 30, 2024
APPIAN WAY ASSET MANAGEMENT LP	-	-	-	-60,400	-100.00%	-	Jun 30, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-60,000	-100.00%	-	Jun 30, 2024
TELEMARK ASSET MANAGEMENT, LLC	-	-	-	-50,000	-100.00%	-	Jun 30, 2024
OPTIMAS CAPITAL LTD	-	-	-	-49,900	-100.00%	-	Jun 30, 2024
AUSBIL INVESTMENT MANAGEMENT LTD	-	-	-	-48,003	-100.00%	-	Jun 30, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA	-	-	-	-45,293	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-45,000	-100.00%	-	Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC	-	-	-	-42,518	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-39,052	-100.00%	-	Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD	-	-	-	-38,307	-100.00%	-	Jun 30, 2024
HHLR ADVISORS, LTD.	-	-	-	-38,200	-100.00%	-	Jun 30, 2024
CANDELO CAPITAL MANAGEMENT LP	-	-	-	-35,000	-100.00%	-	Jun 30, 2024
HARTREE PARTNERS, LP	-	-	-	-30,000	-100.00%	-	Jun 30, 2024
CARTENNA CAPITAL, LP	-	-	-	-30,000	-100.00%	-	Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP	-	-	-	-26,806	-100.00%	-	Jun 30, 2024
IRIDIAN ASSET MANAGEMENT LLC/CT	-	-	-	-24,658	-100.00%	-	Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP	-	-	-	-22,600	-100.00%	-	Jun 30, 2024
TREK FINANCIAL, LLC	-	-	-	-20,164	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-19,233	-100.00%	-	Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC	-	-	-	-18,768	-100.00%	-	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	-	-	-	-17,868	-100.00%	-	Jun 30, 2024
ROMAN BUTLER FULLERTON & CO	-	-	-	-17,782	-100.00%	-	Jun 30, 2024
EISLER CAPITAL (US) LLC	-	-	-	-16,030	-100.00%	-	Jun 30, 2024
SYMMETRY PEAK MANAGEMENT LLC	-	-	-	-15,000	-100.00%	-	Jun 30, 2024
ANSON FUNDS MANAGEMENT LP	-	-	-	-15,000	-100.00%	-	Jun 30, 2024
XTX TOPCO LTD	-	-	-	-14,194	-100.00%	-	Jun 30, 2024
KEYSTONE INVESTORS PTE LTD	-	-	-	-13,484	-100.00%	-	Jun 30, 2024
DE LISLE PARTNERS LLP	-	-	-	-12,000	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-11,184	-100.00%	-	Jun 30, 2024
BANK JULIUS BAER & CO. LTD, ZURICH	-	-	-	-10,700	-100.00%	-	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	-	-	-	-7,898	-100.00%	-	Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO	-	-	-	-7,419	-100.00%	-	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	-	-	-	-7,000	-100.00%	-	Jun 30, 2024
VERSOR INVESTMENTS LP	-	-	-	-6,372	-100.00%	-	Jun 30, 2024
E FUND MANAGEMENT CO., LTD.	-	-	-	-5,267	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-5,067	-100.00%	-	Jun 30, 2024
USA FINANCIAL PORTFORMULAS CORP	-	-	-	-4,914	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-4,900	-100.00%	-	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	-	-	-	-4,736	-100.00%	-	Jun 30, 2024
VAN DEN BERG MANAGEMENT I, INC	-	-	-	-4,201	-100.00%	-	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-3,803	-100.00%	-	Jun 30, 2024
OXFORD ASSET MANAGEMENT LLP	-	-	-	-3,420	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-3,256	-100.00%	-	Jun 30, 2024
PINPOINT ASSET MANAGEMENT LTD	-	-	-	-3,073	-100.00%	-	Jun 30, 2024
PINKERTON RETIREMENT SPECIALISTS, LLC	-	-	-	-3,041	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-3,039	-100.00%	-	Jun 30, 2024
AMERICANA PARTNERS, LLC	-	-	-	-2,923	-100.00%	-	Jun 30, 2024
K2 PRINCIPAL FUND, L.P.	-	-	-	-2,875	-100.00%	-	Jun 30, 2024
INGALLS & SNYDER LLC	-	-	-	-2,732	-100.00%	-	Jun 30, 2024
MOODY LYNN & LIEBERSON, LLC	-	-	-	-2,694	-100.00%	-	Jun 30, 2024
CM WEALTH ADVISORS LLC	-	-	-	-2,350	-100.00%	-	Jun 30, 2024
SHAY CAPITAL LLC	-	-	-	-2,000	-100.00%	-	Jun 30, 2024
ENTRYPOINT CAPITAL, LLC	-	-	-	-1,832	-100.00%	-	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	-	-	-	-1,800	-100.00%	-	Jun 30, 2024
FSC WEALTH ADVISORS, LLC	-	-	-	-720	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-558	-100.00%	-	Jun 30, 2024
RAMIREZ ASSET MANAGEMENT, INC.	-	-	-	-550	-100.00%	-	Jun 30, 2024
PROSPERITY WEALTH MANAGEMENT, INC.	-	-	-	-500	-100.00%	-	Jun 30, 2024
NVERSES CAPITAL, LLC	-	-	-	-500	-100.00%	-	Jun 30, 2024
E FUND MANAGEMENT (HONG KONG) CO., LTD.	-	-	-	-285	-100.00%	-	Jun 30, 2024
ROSENBERG MATTHEW HAMILTON	-	-	-	-127	-100.00%	-	Jun 30, 2024
NAPLES MONEY MANAGEMENT LLC	-	-	-	-75	-100.00%	-	Jun 30, 2024
FIRST COMMAND ADVISORY SERVICES, INC.	-	-	-	-55	-100.00%	-	Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.	-	-	-	-54	-100.00%	-	Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	-	-	-	-34	-100.00%	-	Jun 30, 2024
SOUTHSTATE CORP	-	-	-	-33	-100.00%	-	Jun 30, 2024
WEST PACES ADVISORS INC.	-	-	-	-25	-100.00%	-	Jun 30, 2024
FUTURE FINANCIAL WEALTH MANAGMENT LLC	-	-	-	-10	-100.00%	-	Jun 30, 2024
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.	-	-	-	-8	-100.00%	-	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	-	-	-	-8	-100.00%	-	Jun 30, 2024

Vertiv's largest sold out institutional shareholder by shares sold is TRIVEST ADVISORS LTD, sold -2.32M shares, valued at -, as of undefined.

Vertiv Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Manager Directed Portfolios	5.34%	874,524	-	-	Jan 31, 2024
Alger ETF Trust	3.94%	28,006	-2,500	-8.20%	Dec 31, 2023
ALGER INSTITUTIONAL FUNDS	3.17%	825,239	155,684	23.25%	Jan 31, 2024
ALGER FUNDS II	3.15%	713,677	148,262	26.22%	Jan 31, 2024
Engine No. 1 ETF Trust	2.39%	142,551	-39,813	-21.83%	Jan 31, 2024
AGF Investments Trust	1.62%	-30,603	-	-	Mar 31, 2024
FIDELITY TREND FUND	1.20%	750,900	117,900	18.63%	Mar 31, 2024
Federated Hermes Equity Income Fund, Inc.	1.18%	173,577	-	-	Feb 29, 2024
AB TRUST	1.04%	992,171	-	-	Feb 29, 2024
ActiveShares ETF Trust	0.96%	834	-	-	Mar 31, 2024
BlackRock Utilities, Infrastructure & Power Opportunities Trust	0.81%	209,500	-	-	Mar 31, 2024
ALGER FUNDS	0.80%	769,862	180,615	30.65%	Jan 31, 2024
ALGER PORTFOLIOS	0.66%	248,326	243,031	4589.82%	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.46%	237,909	-	-	Mar 31, 2024
BlackRock Innovation & Growth Trust	0.42%	449,269	449,269	-	Mar 31, 2024
John Hancock Funds III	0.42%	6,537,918	-	-	Mar 31, 2024
ROYCE MICRO-CAP TRUST, INC.	0.41%	200,000	-	-	Mar 31, 2024
SEI Exchange Traded Funds	0.38%	5,337	5,337	-	Dec 31, 2023
BNY MELLON HIGH YIELD STRATEGIES FUND	0.36%	980,000	-	-	Mar 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.34%	2,400,000	-350,000	-12.73%	Mar 31, 2024
Nuveen Core Equity Alpha Fund	0.31%	22,120	-12,820	-36.69%	Mar 31, 2024
Neuberger Berman Next Generation Connectivity Fund Inc.	0.30%	553,721	-	-	Jan 31, 2024
AB GLOBAL REAL ESTATE INVESTMENT FUND INC	0.29%	15,980	-	-	Feb 29, 2024
VIRTUS ASSET TRUST	0.25%	6,583,263	-	-	Mar 28, 2024
OBERWEIS FUNDS	0.21%	211,400	500	0.24%	Mar 31, 2024
BlackRock Science & Technology Trust II	0.20%	111,902	111,902	-	Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST	0.20%	404	404	-	Jan 31, 2021
FIDELITY DESTINY PORTFOLIOS	0.19%	426,900	-167,300	-28.16%	Mar 31, 2024
AB INSTITUTIONAL FUNDS INC	0.19%	33,470	-	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.19%	1,557,100	-536,600	-25.63%	Mar 31, 2024
JOHN HANCOCK INVESTORS TRUST	0.19%	564,000	-	-	Jan 31, 2024
Voya VARIABLE PRODUCTS TRUST	0.19%	67,802	-	-	Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.	0.19%	597,800	-171,900	-22.33%	Mar 31, 2024
AQUILA FUNDS TRUST	0.18%	169,552	-	-	Mar 28, 2024
T. Rowe Price Science & Technology Fund, Inc.	0.17%	236,500	236,500	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.16%	622,169	-60,258	-8.83%	Jan 31, 2024
HSBC FUNDS	0.16%	5,140	5,140	-	Jan 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)	0.16%	3,270,214	42,200	1.31%	Jan 31, 2024
TETON WESTWOOD FUNDS	0.16%	101,381	-	-	Dec 29, 2023
FIDELITY CAPITAL TRUST	0.15%	1,708,800	159,100	10.27%	Jan 31, 2024
LORD ABBETT RESEARCH FUND INC	0.15%	143,820	18,078	14.38%	Feb 29, 2024
VANGUARD EXPLORER FUND	0.14%	1,676,296	-104,566	-5.87%	Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.	0.13%	996,534	-	-	Mar 31, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.13%	1,273,514	-	-	Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.13%	24,146	8,860	57.96%	Mar 28, 2024
Vanguard Montgomery Funds	0.12%	29,527	-	-	Mar 31, 2024
NEEDHAM FUNDS INC	0.12%	246,500	13,000	5.57%	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.11%	7,903,500	-	-	Mar 31, 2024
FIDELITY SECURITIES FUND	0.11%	9,756,778	67,900	0.70%	Jan 31, 2024
ALLSPRING VARIABLE TRUST	0.10%	64,962	-638	-0.97%	Mar 31, 2024
ROYCE VALUE TRUST, INC.	0.10%	84,713	-37,537	-30.71%	Mar 31, 2024
WANGER ADVISORS TRUST	0.10%	55,784	22,108	65.65%	Mar 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.	0.10%	35,200	35,200	-	Mar 31, 2024
COLUMBIA ACORN TRUST	0.09%	293,675	114,751	64.13%	Mar 31, 2024
Voya EQUITY TRUST	0.08%	116,967	-	-	Feb 29, 2024
VANGUARD INDEX FUNDS	0.07%	31,114,820	-3,628,751	-10.44%	Mar 31, 2024
Capitol Series Trust	0.06%	635,430	239,400	60.45%	Mar 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND	0.06%	18,443,000	-	-	Feb 29, 2024
Calvert Responsible Index Series, Inc.	0.06%	97,981	1,026	1.06%	Mar 31, 2024
M FUND INC	0.06%	26,923	-6,615	-19.72%	Mar 31, 2024
FIDELITY MT VERNON STREET TRUST	0.06%	1,640,660	702,060	74.80%	Feb 29, 2024
JOHN HANCOCK BOND TRUST	0.05%	3,522,000	250,000	7.64%	Feb 29, 2024
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS)	0.05%	672,480	22,680	3.49%	Jan 31, 2024
PIONEER SERIES TRUST II	0.05%	568,432	-141,717	-19.96%	Feb 29, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.05%	5,734	-	-	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.05%	2,825	-2,655	-48.45%	Feb 29, 2024
Zacks Trust	0.04%	3,970	3,970	-	Feb 29, 2024
AIM FUNDS GROUP (INVESCO FUNDS GROUP)	0.04%	221,399	-	-	Mar 31, 2024
American Beacon Institutional Funds Trust	0.04%	89,617	-18,590	-17.18%	Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.04%	99,432	-	-	Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.04%	8,415	-554	-6.18%	Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST	0.04%	68,700	-22,900	-25.00%	Mar 31, 2024
AMG Funds I	0.04%	75,376	75,206	44238.82%	Mar 28, 2024
TrimTabs ETF Trust	0.03%	20,684	-	-	Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.03%	71,123	-33,626	-32.10%	Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST	0.03%	745,000	-	-	Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS	0.03%	14,274	-8,470	-37.24%	Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 5	0.03%	14,263	-2,793	-16.38%	Jan 31, 2024
Managed Account Series	0.03%	25,883	-	-	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.02%	290,349	-47,304	-14.01%	Mar 31, 2024
Natixis ETF Trust II	0.02%	402	-1,318	-76.63%	Mar 31, 2024
AIM GROWTH SERIES (INVESCO GROWTH SERIES)	0.02%	679,615	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.02%	216,988	19,297	9.76%	Mar 31, 2024
LEGG MASON PARTNERS INVESTMENT TRUST	0.02%	1,105,183	-1,136,626	-50.70%	Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS	0.02%	211,200	-74,000	-25.95%	Feb 29, 2024
VALUED ADVISERS TRUST	0.02%	20,000	20,000	-	Feb 29, 2024
AB CAP FUND, INC.	0.02%	721,309	-	-	Jan 31, 2024
CARILLON SERIES TRUST	0.02%	1,152,431	-105,177	-8.36%	Mar 31, 2024
Northern Lights Variable Trust	0.02%	19,104	19,104	-	Mar 31, 2024
Collaborative Investment Series Trust	0.02%	2,996	-	-	Mar 31, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)	0.02%	611,594	-	-	Jan 31, 2024
AdvisorShares Trust	0.02%	70,700	-	-	Mar 28, 2024
JOHN HANCOCK INVESTMENT TRUST	0.02%	1,491,000	-	-	Mar 31, 2024
Voya Infrastructure, Industrials & Materials Fund	0.02%	4,234	4,234	-	Feb 29, 2024
T. Rowe Price Tax-Efficient Funds, Inc.	0.02%	1,500	1,500	-	Feb 29, 2024
Horizon Funds	0.02%	30,415	-	-	Feb 29, 2024
BRIDGEWAY FUNDS INC	0.01%	35,000	-	-	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.01%	3,088,261	107,615	3.61%	Feb 29, 2024
John Hancock Exchange-Traded Fund Trust	0.01%	85,306	1,083	1.29%	Jan 31, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.	0.01%	4,053	-	-	Mar 31, 2024

Vertiv's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 874.52K shares, compromising 5.34% of its total assets.

Vertiv Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	918	14.75%
31 Mar, 24	800	30.51%
31 Dec, 23	613	25.87%
30 Sep, 23	487	29.87%
30 Jun, 23	375	20.97%
31 Mar, 23	310	5.44%
31 Dec, 22	294	13.51%
30 Sep, 22	259	-10.38%
30 Jun, 22	289	-5.86%
31 Mar, 22	307	-0.97%
31 Dec, 21	310	3.33%
30 Sep, 21	300	2.39%
30 Jun, 21	293	3.53%
31 Mar, 21	283	8.85%
31 Dec, 20	260	25.60%
30 Sep, 20	207	30.19%
30 Jun, 20	159	57.43%
31 Mar, 20	101	4950.00%
31 Dec, 19	2	100.00%
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	1	-

As of 30 Jun 24, 918 institutions are holding Vertiv's shares, representing an increase of 14.75% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	309,891,684	1.94%
31 Mar, 24	303,998,394	-11.50%
31 Dec, 23	343,512,262	1.51%
30 Sep, 23	338,414,659	-0.78%
30 Jun, 23	341,085,380	0.66%
31 Mar, 23	338,848,570	-0.84%
31 Dec, 22	341,712,961	-2.29%
30 Sep, 22	349,731,175	3.98%
30 Jun, 22	336,331,428	1.09%
31 Mar, 22	332,707,580	1.68%
31 Dec, 21	327,204,552	0.92%
30 Sep, 21	324,213,454	-3.79%
30 Jun, 21	336,976,494	3.21%
31 Mar, 21	326,490,067	4.61%
31 Dec, 20	312,103,791	6.09%
30 Sep, 20	294,183,586	1.25%
30 Jun, 20	290,553,450	11.43%
31 Mar, 20	260,738,693	14172.35%
31 Dec, 19	1,826,880	1163517.83%
30 Sep, 19	157	-
30 Jun, 19	157	-
31 Mar, 19	157	-

Vertiv (VRT) has 309.89M shares outstanding as of 30 Jun 24, up 1.94% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	81.74%	1.28%
31 Mar, 24	79.97%	0.98%
31 Dec, 23	90.18%	1.14%
30 Sep, 23	89.07%	1.09%
30 Jun, 23	90.20%	1.12%
31 Mar, 23	89.61%	1.09%
31 Dec, 22	90.56%	1.05%
30 Sep, 22	92.76%	1.16%
30 Jun, 22	89.31%	1.14%
31 Mar, 22	88.49%	1.04%
31 Dec, 21	92.03%	1.09%
30 Sep, 21	91.98%	1.00%
30 Jun, 21	95.68%	1.10%
31 Mar, 21	93.39%	1.05%
31 Dec, 20	94.48%	1.18%
30 Sep, 20	89.58%	1.14%
30 Jun, 20	88.47%	0.75%
31 Mar, 20	108.34%	18738.35%
31 Dec, 19	0.76%	11636178300.00%
30 Sep, 19	0.00%	1000000.00%
30 Jun, 19	0.00%	1000000.00%
31 Mar, 19	0.00%	-

As of 30 Jun 24, Vertiv is held by 81.74% institutional shareholders, representing a 1.28% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	548	13.93%
31 Mar, 24	481	30.35%
31 Dec, 23	369	31.79%
30 Sep, 23	280	49.73%
30 Jun, 23	187	20.65%
31 Mar, 23	155	-2.52%
31 Dec, 22	159	16.91%
30 Sep, 22	136	-2.16%
30 Jun, 22	139	-24.46%
31 Mar, 22	184	0.55%
31 Dec, 21	183	31.65%
30 Sep, 21	139	-17.75%
30 Jun, 21	169	-12.44%
31 Mar, 21	193	7.22%
31 Dec, 20	180	27.66%
30 Sep, 20	141	28.18%
30 Jun, 20	110	11.11%
31 Mar, 20	99	9800.00%
31 Dec, 19	1	-
30 Sep, 19	-	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-

548 institutional shareholders have increased their position in VRT stock as of 30 Jun 24 compared to 481 in the previous quarter (a 13.93% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	260	13.54%
31 Mar, 24	229	28.65%
31 Dec, 23	178	20.27%
30 Sep, 23	148	9.63%
30 Jun, 23	135	45.16%
31 Mar, 23	93	1.09%
31 Dec, 22	92	19.48%
30 Sep, 22	77	-23.00%
30 Jun, 22	100	31.58%
31 Mar, 22	76	-5.00%
31 Dec, 21	80	-24.53%
30 Sep, 21	106	24.71%
30 Jun, 21	85	44.07%
31 Mar, 21	59	22.92%
31 Dec, 20	48	14.29%
30 Sep, 20	42	35.48%
30 Jun, 20	31	3000.00%
31 Mar, 20	1	-
31 Dec, 19	-	-
30 Sep, 19	-	-
30 Jun, 19	-	-
31 Mar, 19	-	-

260 institutional shareholders have reduced their position in VRT stock as of 30 Jun 24 compared to 229 in the previous quarter (a 13.54% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	918	14.75%	309,891,684	1.94%	81.74%	1.28%	548	13.93%	260	13.54%
31 Mar, 24	800	30.51%	303,998,394	-11.50%	79.97%	0.98%	481	30.35%	229	28.65%
31 Dec, 23	613	25.87%	343,512,262	1.51%	90.18%	1.14%	369	31.79%	178	20.27%
30 Sep, 23	487	29.87%	338,414,659	-0.78%	89.07%	1.09%	280	49.73%	148	9.63%
30 Jun, 23	375	20.97%	341,085,380	0.66%	90.20%	1.12%	187	20.65%	135	45.16%
31 Mar, 23	310	5.44%	338,848,570	-0.84%	89.61%	1.09%	155	-2.52%	93	1.09%
31 Dec, 22	294	13.51%	341,712,961	-2.29%	90.56%	1.05%	159	16.91%	92	19.48%
30 Sep, 22	259	-10.38%	349,731,175	3.98%	92.76%	1.16%	136	-2.16%	77	-23.00%
30 Jun, 22	289	-5.86%	336,331,428	1.09%	89.31%	1.14%	139	-24.46%	100	31.58%
31 Mar, 22	307	-0.97%	332,707,580	1.68%	88.49%	1.04%	184	0.55%	76	-5.00%
31 Dec, 21	310	3.33%	327,204,552	0.92%	92.03%	1.09%	183	31.65%	80	-24.53%
30 Sep, 21	300	2.39%	324,213,454	-3.79%	91.98%	1.00%	139	-17.75%	106	24.71%
30 Jun, 21	293	3.53%	336,976,494	3.21%	95.68%	1.10%	169	-12.44%	85	44.07%
31 Mar, 21	283	8.85%	326,490,067	4.61%	93.39%	1.05%	193	7.22%	59	22.92%
31 Dec, 20	260	25.60%	312,103,791	6.09%	94.48%	1.18%	180	27.66%	48	14.29%
30 Sep, 20	207	30.19%	294,183,586	1.25%	89.58%	1.14%	141	28.18%	42	35.48%
30 Jun, 20	159	57.43%	290,553,450	11.43%	88.47%	0.75%	110	11.11%	31	3000.00%
31 Mar, 20	101	4950.00%	260,738,693	14172.35%	108.34%	18738.35%	99	9800.00%	1	-
31 Dec, 19	2	100.00%	1,826,880	1163517.83%	0.76%	11636178300.00%	1	-	-	-
30 Sep, 19	1	-	157	-	0.00%	1000000.00%	-	-	-	-
30 Jun, 19	1	-	157	-	0.00%	1000000.00%	-	-100.00%	-	-
31 Mar, 19	1	-	157	-	0.00%	-	1	-	-	-

Vertiv Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 30, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	9,529	$109.30	$1.04M	6,882,859
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	212,414	$101.51	$21.56M	9,111,767
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	178,257	$103.14	$18.39M	8,933,510
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	698,998	$103.94	$72.65M	8,234,512
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	203,075	$102.61	$20.84M	8,031,437
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	510,057	$103.45	$52.77M	7,521,380
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	102,797	$104.88	$10.78M	7,418,583
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	75,421	$105.68	$7.97M	7,343,162
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	430,396	$106.48	$45.83M	6,912,766
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	20,378	$107.47	$2.19M	6,892,388
May 17, 2024	FRADIN ROGER	director	-	S-Sale	Sell	16,667	$103.86	$1.73M	218,333

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 31, 2024	COTE DAVID M	director, officer	Executive Chairman	G-Gift	Sell	2,000,000	-	-	-
May 30, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	9,529	$109.30	$1.04M	6,882,859
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	212,414	$101.51	$21.56M	9,111,767
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	178,257	$103.14	$18.39M	8,933,510
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	698,998	$103.94	$72.65M	8,234,512
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	203,075	$102.61	$20.84M	8,031,437
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	510,057	$103.45	$52.77M	7,521,380
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	102,797	$104.88	$10.78M	7,418,583
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	75,421	$105.68	$7.97M	7,343,162
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	430,396	$106.48	$45.83M	6,912,766
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	20,378	$107.47	$2.19M	6,892,388
May 17, 2024	FRADIN ROGER	director	-	S-Sale	Sell	16,667	$103.86	$1.73M	218,333

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 01, 2024	Fallon David Joseph	officer	Chief Financial Officer	I-Discretionary	Buy	952	$78.70	$75.00K	3,134
Jul 31, 2024	COTE DAVID M	director, officer	Executive Chairman	G-Gift	Sell	2,000,000	-	-	-
Jun 26, 2024	Cui Yibin Edward	officer	President - Greater China	A-Award	Buy	-	-	-	19,452
Jun 26, 2024	Johnson Eric M.	officer	Chief Accounting Officer	A-Award	Buy	-	-	-	1,318
Jun 26, 2024	Ryan Paul	officer	Chief Procurement Officer	A-Award	Buy	2	-	-	12,728
Jun 26, 2024	Lim Cheryl H.J.	officer	Chief Human Resources Officer	A-Award	Buy	3	-	-	16,394
Jun 26, 2024	Karlborg Anders	officer	EVP, Man., Logistics and Op Ex	A-Award	Buy	2	-	-	22,499
Jun 26, 2024	Winther Karsten	officer	President, EMEA	A-Award	Buy	1	-	-	25,261
Jun 26, 2024	Gill Stephanie L	officer	Chief Legal Counsel & Sec.	A-Award	Buy	6	-	-	27,426
May 30, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	9,529	$109.30	$1.04M	6,882,859
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	212,414	$101.51	$21.56M	9,111,767
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	178,257	$103.14	$18.39M	8,933,510
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	698,998	$103.94	$72.65M	8,234,512
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	203,075	$102.61	$20.84M	8,031,437
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	510,057	$103.45	$52.77M	7,521,380
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	102,797	$104.88	$10.78M	7,418,583
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	75,421	$105.68	$7.97M	7,343,162
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	430,396	$106.48	$45.83M	6,912,766
May 28, 2024	O' Doherty Philip	officer	Managing Director, E+I	S-Sale	Sell	20,378	$107.47	$2.19M	6,892,388
May 17, 2024	FRADIN ROGER	director	-	S-Sale	Sell	16,667	$103.86	$1.73M	218,333

The last insider sell of Vertiv's stock was made by COTE DAVID M on Jul 31 2024, selling 2,000,000 shares at - per share (valued at -).

Vertiv Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	1	1	100.00%
Q2 2024	11	34	32.35%
Q1 2024	39	17	229.41%
Q4 2023	11	2	550.00%
Q3 2023	3	15	20.00%
Q2 2023	1	20	5.00%
Q1 2023	26	-	-
Q4 2022	16	1	1600.00%
Q3 2022	3	8	37.50%
Q2 2022	-	9	-
Q1 2022	47	4	1175.00%
Q4 2021	17	4	425.00%
Q3 2021	2	-	-
Q2 2021	-	9	-
Q1 2021	27	14	192.86%
Q4 2020	10	2	500.00%
Q3 2020	10	2	500.00%
Q2 2020	2	-	-
Q1 2020	32	24	133.33%
Q2 2018	6	7	85.71%

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Vertiv's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	-	-
Q2 2024	-	20	-
Q1 2024	-	8	-
Q4 2023	-	-	-
Q3 2023	-	7	-
Q2 2023	1	10	10.00%
Q1 2023	-	-	-
Q4 2022	1	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	3	1	300.00%
Q4 2021	1	3	33.33%
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	-	2	-
Q4 2020	-	2	-
Q3 2020	-	2	-
Q2 2020	2	-	-
Q1 2020	-	-	-
Q2 2018	6	2	300.00%

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Vertiv's stocks.

Vertiv Peer Ownership

Ticker	Company
BE	Bloom Energy Corporation
ENS	EnerSys
AYI	Acuity Brands, Inc.
ATKR	Atkore Inc.
KE	Kimball Electronics, Inc.
NVT	nVent Electric plc
AEIS	Advanced Energy Industries, Inc.
ENR	Energizer Holdings, Inc.
HUBB	Hubbell Incorporated
WIRE	Encore Wire Corporation

VRT Ownership FAQ

Who Owns Vertiv?

Vertiv is owned by institutional shareholders (81.74%), insiders (0.91%), and public (17.36%). The largest institutional shareholder of Vertiv is BLACKROCK INC. (9.00% of total shares) and the top mutual fund owner is Manager Directed Portfolios (5.34% of total shares).

Who are the major institutional shareholders of Vertiv?

Vertiv's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FMR LLC, JPMORGAN CHASE & CO, and COATUE MANAGEMENT LLC. The top five shareholders own together 30.89% of the company's share outstanding.

How many Vertiv shareholders are there?

As of Jun 2024, there are 918 institutional shareholders of Vertiv.

What percentage of Vertiv is owned by BLACKROCK INC?

BLACKROCK INC owns 34.13M shares of Vertiv, representing 9.00% of the company's total shares outstanding, valued at $2.95B (as of Jun 2024).

What percentage of Vertiv is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 33.65M shares of Vertiv (VRT), compromising 8.87% of the company, valued at $2.91B.

What percentage of Vertiv is owned by FMR LLC?

FMR LLC is the third largest holder of Vertiv. The company owns 23.86M of the company's shares outstanding (worth $2.07B).