Vertiv Ownership | Who Owns Vertiv?

Overview Forecast RevenueFinancials Chart Transcripts

Vertiv Ownership Summary

Vertiv is owned by 81.95% institutional investors, 0.92% insiders, and 17.14% retail investors. Blackrock is the largest institutional shareholder, holding 9.00% of VRT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.00% of its assets in Vertiv shares.

VRT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Vertiv	81.95%	0.92%	17.14%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Electrical Equipment Stocks	44.62%	15.74%	39.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	34.13M	9.00%	$2.95B
Vanguard group	33.65M	8.87%	$2.91B
Fmr	23.86M	6.29%	$2.07B
Jpmorgan chase	16.43M	4.33%	$1.42B
Coatue management	9.04M	2.39%	$782.84M
State street	7.33M	1.93%	$634.24M
Barrow hanley mewhinney & strauss	5.92M	1.56%	$512.60M
Geode capital management	5.54M	1.46%	$479.84M
Morgan stanley	4.41M	1.16%	$382.07M
Norges bank	4.30M	1.13%	$372.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Highlander partners	413.94K	23.84%	$35.83M
Engine no. 1	209.32K	19.01%	$18.12M
Ratan capital management lp	564.52K	14.79%	$48.87M
New south capital management	2.60M	10.06%	$224.98M
Seldon capital lp	212.28K	10.04%	$18.38M
Crystal rock capital management	183.53K	9.51%	$15.89M
Corsair capital management	648.85K	9.11%	$56.17M
Collaborative management lp	48.30K	8.49%	$4.18M
Zuckerman investment group	824.92K	8.26%	$71.41M
Cooperman leon g	2.10M	7.67%	$181.80M

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	16.43M	0.12%	13.82M
Blackrock	34.13M	0.07%	6.70M
Norges bank	4.30M	0.06%	4.30M
Massachusetts financial services co /ma/	3.82M	0.10%	3.82M
Axiom investors llc /de	2.56M	1.93%	2.56M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	23.86M	0.13%	-11.49M
Barrow hanley mewhinney & strauss	5.92M	1.75%	-7.45M
Trivest advisors	-	-	-2.32M
Two sigma advisers, lp	98.70K	0.02%	-1.87M
Tairen capital	-	-	-1.26M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	4.30M	0.06%	4.30M	$372.46M
Massachusetts financial services co /ma/	3.82M	0.10%	3.82M	$331.09M
Axiom investors llc /de	2.56M	1.93%	2.56M	$221.36M
Caisse de depot et placement du quebec	229.00K	0.05%	229.00K	$19.82M
Generate investment management	213.12K	1.08%	213.12K	$18.45M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-8.00
Opal wealth advisors	-8.00
Future financial wealth managment	-10.00
West paces advisors	-25.00
Southstate	-33.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	936	16.71%	310,693,120	2.18%	81	1.28%	561	16.39%	264	14.78%
Mar 31, 2024	802	30.41%	304,053,524	-11.50%	79	0.98%	482	30.27%	230	28.49%
Dec 31, 2023	615	26.02%	343,562,465	1.52%	90	1.14%	370	32.14%	179	20.13%
Sep 30, 2023	488	29.79%	338,414,954	-0.78%	89	1.09%	280	49.73%	149	9.56%
Jun 30, 2023	376	20.90%	341,086,003	0.66%	90	1.12%	187	20.65%	136	44.68%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	11.28M	3.00%	8.52K
Vanguard Mid Cap Index Institutional	7.55M	2.01%	-62.52K
Vanguard Institutional Extnd Mkt Idx Tr	5.60M	1.49%	341.58K
JPMorgan Large Cap Growth I	5.34M	1.42%	-
BlackRock Mid-Cap Growth Equity Instl	4.51M	1.20%	26.77K
Vanguard Growth Index Investor	4.13M	1.10%	278.13K
Baron Opp. Small Cap Growth Strategy	3.55M	0.95%	-250.00K
Baron Small Cap Retail	2.85M	0.76%	-
Janus Henderson Contrarian D	2.75M	0.73%	164.19K
Janus Henderson US Opportunistic Alpha	2.75M	0.73%	366.52K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 03, 2024	Winther Karsten	President, EMEA	Sell	$530.77K
Sep 03, 2024	Winther Karsten	President, EMEA	Sell	$520.78K
Sep 03, 2024	Winther Karsten	President, EMEA	Sell	$800.24K
Sep 03, 2024	Winther Karsten	President, EMEA	Sell	$735.73K
Sep 03, 2024	Winther Karsten	President, EMEA	Sell	$1.01M

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	5
2024 Q2	-	20
2024 Q1	-	8
2023 Q4	-	-
2023 Q3	-	7

VRT Ownership FAQ

Who Owns Vertiv?

Vertiv shareholders are primarily institutional investors at 81.95%, followed by 0.92% insiders and 17.13% retail investors. The average institutional ownership in Vertiv's industry, Electrical Equipment Stocks, is 44.62%, which Vertiv exceeds.

Who owns the most shares of Vertiv?

Vertiv’s largest shareholders are Blackrock (34.13M shares, 9.00%), Vanguard group (33.65M shares, 8.87%), and Fmr (23.86M shares, 6.29%). Together, they hold 24.17% of Vertiv’s total shares outstanding.

Does Blackrock own Vertiv?

Yes, BlackRock owns 9.00% of Vertiv, totaling 34.13M shares as of Jun 2024. This represents 0.07% of BlackRock's total assets, with a market value of 2.95B$. In the last quarter, BlackRock increased its holdings by 6.7M shares, a 24.44% change.

Who is Vertiv’s biggest shareholder by percentage of total assets invested?

Highlander partners is Vertiv’s biggest shareholder by percentage of total assets invested, with 23.84% of its assets in 413.94K Vertiv shares, valued at 35.83M$.

Who is the top mutual fund holder of Vertiv shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Vertiv shares, with 3.00% of its total shares outstanding invested in 11.28M Vertiv shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools