VERTIV HOLDINGS CO (VRT)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
1,972
Reporting holders
$112.9B
Reported value
78.9%
Of shares outstanding
10.5%
Held as options
+208
Holder change
Institutions report 303,657,599 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 44,099 | 0.26% | 23q | -12.6%-$458.8M |
| JPMORGAN CHASE & CO | $3.2B | 10,061,204 | 0.17% | 24q | +65.9%+$1.3B |
| 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 | 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 | 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 | 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 | 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 |
| Sixth Street Partners Management Company, L.P. | $1.0B | 3,052,779 | 0.14% | new | NEW |
| BARCLAYS PLC | $1.0B | 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 | 73,357 | 0.20% | 12q | +264.8%+$621.2M |
| AMERIPRISE FINANCIAL INC | $833.2M | 2,486,910 | 0.17% | 26q | -53.4%-$955.8M |
| DIMENSIONAL FUND ADVISORS LP | $811.0M | 2,423,954 | 0.15% | 13q | HELD |
| Value Aligned Research Advisors, LLC | $806.7M | 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 | 2,195,625 | 0.12% | 26q | -47.5%-$670.6M |
| 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 | 2 | 1.24% | 7q | HELD |
| Walleye Trading LLC | $590.4M | 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 | 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 | 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 | 1,031,624 | 0.14% | 12q | +18.0%+$52.9M |
| 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 | 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 | 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 | 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 | 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 | 372,000 | 16.31% | 26q | -11.8%-$25.7M |
| Ensign Peak Advisors, Inc | $179.7M | 536,699 | 0.30% | 22q | -54.5%-$215.5M |
| 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 | 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 |
| Vontobel Holding Ltd. | $150.1M | 445,638 | 0.48% | 10q | +169.8%+$94.5M |
| Cannell & Spears LLC | $150.0M | 447,943 | 2.67% | 10q | -13.0%-$22.5M |
Showing the largest 100 of 2,059 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,972 | $112.9B | 303,657,599 | 309 | 768 | 638 | 10.5% |
| Q1 2026 | 1,764 | $85.9B | 306,952,054 | 328 | 597 | 591 | 10.7% |
| Q4 2025 | 1,548 | $55.3B | 289,199,388 | 208 | 545 | 507 | 15.3% |
| Q3 2025 | 1,375 | $51.1B | 291,881,681 | 250 | 538 | 396 | 13.9% |
| Q2 2025 | 1,234 | $46.5B | 298,697,462 | 272 | 488 | 330 | 17.5% |
| Q1 2025 | 1,073 | $24.4B | 293,446,703 | 190 | 485 | 291 | 12.9% |
| Q4 2024 | 1,117 | $37.4B | 302,017,750 | 194 | 403 | 328 | 8.0% |
| Q3 2024 | 946 | $35.1B | 325,286,587 | 213 | 373 | 260 | 7.7% |
| Q2 2024 | 830 | $29.2B | 314,075,078 | 216 | 299 | 230 | 6.7% |
| Q1 2024 | 678 | $26.4B | 302,383,639 | 211 | 197 | 202 | 6.5% |
| Q4 2023 | 520 | $17.0B | 337,660,196 | 151 | 152 | 153 | 4.4% |
| Q3 2023 | 404 | $12.6B | 329,372,296 | 119 | 121 | 130 | 2.9% |
| Q2 2023 | 314 | $8.5B | 335,084,565 | 79 | 77 | 121 | 2.9% |
| Q1 2023 | 255 | $4.9B | 337,787,670 | 43 | 88 | 78 | 1.2% |
| Q4 2022 | 236 | $4.5B | 324,808,121 | 52 | 61 | 77 | 0.6% |
| Q3 2022 | 252 | $3.4B | 350,735,635 | 28 | 95 | 77 | 0.3% |
| Q2 2022 | 281 | $2.8B | 336,226,891 | 47 | 87 | 94 | 0.6% |
| Q1 2022 | 291 | $4.7B | 332,586,691 | 55 | 121 | 71 | 0.6% |
| Q4 2021 | 306 | $8.2B | 327,187,404 | 35 | 126 | 72 | 0.3% |
| Q3 2021 | 293 | $7.8B | 324,182,799 | 37 | 93 | 102 | 0.3% |
| Q2 2021 | 293 | $9.2B | 336,960,673 | 58 | 102 | 79 | 0.2% |
| Q1 2021 | 277 | $6.6B | 328,527,498 | 62 | 124 | 57 | 0.4% |
| Q4 2020 | 255 | $6.0B | 319,331,814 | 66 | 102 | 47 | 0.4% |
| Q3 2020 | 204 | $5.1B | 296,110,253 | 64 | 72 | 40 | 0.0% |
| Q2 2020 | 157 | $4.0B | 292,462,220 | 80 | 32 | 29 | 0.1% |
| Q1 2020 | 101 | $2.3B | 262,243,693 | 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% |