VERTIV HOLDINGS CO VRT
COM CL A · Common Stock · CUSIP 92537N108 · ISIN US92537N1081
Multinational provider of critical infrastructure and services for data centers, communication networks, and commercial and industrial environments
- SectorTechnology
- IndustryElectronic Components, NEC
- HeadquartersWesterville, OH
- Founded1965
- Websitevertiv.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($397.9m this quarter). Holder counts are more reliable. Shares outstanding: 384.1m as of 2026-04-20, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $249.45. Options: 54 managers hold calls ($4.4bn notional), 57 hold puts ($4.9bn).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 255 |
| Q4 2022 | 286 |
| Q1 2023 | 299 |
| Q2 2023 | 354 |
| Q3 2023 | 455 |
| Q4 2023 | 586 |
| Q1 2024 | 761 |
| Q2 2024 | 910 |
| Q3 2024 | 1,025 |
| Q4 2024 | 1,204 |
| Q1 2025 | 1,150 |
| Q2 2025 | 1,311 |
| Q3 2025 | 1,436 |
| Q4 2025 | 1,614 |
| Q1 2026 | 1,835 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 571 | 341 |
| Q3 2024 | 642 | 406 |
| Q4 2024 | 653 | 467 |
| Q1 2025 | 732 | 574 |
| Q2 2025 | 818 | 486 |
| Q3 2025 | 846 | 558 |
| Q4 2025 | 822 | 641 |
| Q1 2026 | 999 | 766 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $4.8bn | $3.6bn | 0.76 |
| Q3 2025 | $3.6bn | $3.7bn | 1.03 |
| Q4 2025 | $4.1bn | $4.4bn | 1.07 |
| Q1 2026 | $4.4bn | $4.9bn | 1.11 |
Biggest buyers
| STATE STREET CORP | Added | +7.1m |
| BlackRock, Inc. | Added | +5.2m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +3.8m |
| UBS Group AG | Added | +2.2m |
| JPMORGAN CHASE & CO | Added | +2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +915.8k |
| Robeco Institutional Asset Management B.V. | Added | +865.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +864.0k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -3.4m |
| MARSHALL WACE, LLP | Reduced | -2.6m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.6m |
| Qube Research & Technologies Ltd | Sold out | -1.5m |
| FMR LLC | Reduced | -1.5m |
| Nuveen, LLC | Reduced | -1.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -1.1m |
| 1832 Asset Management L.P. | Reduced | -957.6k |
| Hudson Bay Capital Management LP | Reduced | -957.5k |
| BANK OF AMERICA CORP /DE/ | Reduced | -814.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $932.7m3.7m shares |
| JANE STREET GROUP, LLC | Reduced | $767.6m3.1m shares |
| CITADEL ADVISORS LLC | Reduced | $588.8m2.3m shares |
| PEAK6 LLC | Reduced | $409.7m1.6m shares |
| IMC-Chicago, LLC | Reduced | $293.8m1.2m shares |
| Walleye Trading LLC | Reduced | $272.6m1.1m shares |
| BlackRock, Inc. | Added | $207.3m827.2k shares |
| Value Aligned Research Advisors, LLC | Added | $124.5m496.7k shares |
| CITIGROUP INC | Reduced | $118.8m474.0k shares |
| GROUP ONE TRADING LLC | Reduced | $115.6m461.4k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $1.6bn6.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $992.0m4.0m shares |
| IMC-Chicago, LLC | Added | $624.0m2.5m shares |
| CITADEL ADVISORS LLC | Reduced | $544.0m2.2m shares |
| BARCLAYS PLC | Reduced | $135.9m542.3k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $122.9m490.5k shares |
| PEAK6 LLC | Reduced | $104.9m418.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $91.9m366.7k shares |
| Walleye Trading LLC | Reduced | $67.3m268.7k shares |
| GROUP ONE TRADING LLC | Reduced | $63.3m252.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2026-10-27 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 4 | $544.5m | — |
| Q3 2024 | 0 | — | 1 | $3.6m | $3.6m |
| Q4 2024 | 0 | — | 8 | $293.6m | $673.5k |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $10.8m | — |
| Q3 2025 | 0 | — | 4 | $23.4m | — |
| Q4 2025 | 0 | — | 1 | $937.8k | — |
| Q1 2026 | 0 | — | 6 | $123.4m | $19.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-06 | MONSER EDWARD L Director | Sold plan | $19.0m77.3k shares |
| 2026-02-27 | FRADIN ROGER Director · By S VRT GRAT 2025 | Sold | $13.8m54.6k shares |
| 2026-02-27 | FRADIN ROGER Director · By R VRT GRAT 2025 | Sold | $9.3m37.1k shares |
| 2026-02-27 | FRADIN ROGER Director · By R VRT GRAT 2024 II | Sold | $2.5m10.0k shares |
| 2026-02-26 | REINEMUND STEVEN Director · By The Reinemund Community Property Trust | Sold | $16.5m65.0k shares |
| 2026-02-26 | FRADIN ROGER Director · By S VRT GRAT 2025 | Sold | $13.8m54.6k shares |
| 2026-02-26 | COTE DAVID M Executive Chairman, director · See Footnote | Sold | $10.2m40.0k shares |
| 2026-02-26 | DOKKUM JAN VAN Director | Sold | $9.8m38.6k shares |
| 2026-02-26 | FRADIN ROGER Director · By R VRT GRAT 2025 | Sold | $9.4m37.1k shares |
| 2026-02-26 | REINEMUND STEVEN Director | Sold | $8.9m35.0k shares |
| 2026-02-26 | Karlborg Anders EVP, Man., Logistics and Op Ex | Sold | $7.5m30.5k shares |
| 2026-02-26 | FRADIN ROGER Director · By R VRT GRAT 2024 II | Sold | $2.5m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.16% of their portfolio | 37.2m $9.3bn | Added +5.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 24.9m $6.2bn | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.23% of their portfolio | 17.9m $4.5bn | First filing |
| STATE STREET CORP 0.14% of their portfolio | 15.8m $4.0bn | Added +7.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 10.9m $2.7bn | Added +3.8m |
| BANK OF AMERICA CORP /DE/ 0.15% of their portfolio | 8.4m $2.1bn | Reduced -814.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.23% of their portfolio | 7.9m $2.0bn | Added +1.1m |
| MORGAN STANLEY 0.10% of their portfolio | 6.7m $1.7bn | Added +312.0k |
| Invesco Ltd. 0.16% of their portfolio | 6.5m $1.6bn | Added +573.5k |
| JPMORGAN CHASE & CO 0.10% of their portfolio | 6.1m $1.4bn | Added +2.1m |
| UBS Group AG 0.24% of their portfolio | 5.4m $1.4bn | Added +2.2m |
| FMR LLC 0.07% of their portfolio | 5.4m $1.4bn | Reduced -1.5m |
| NORTHERN TRUST CORP 0.12% of their portfolio | 3.6m $898.8m | Added +775.2k |
| AMERICAN CENTURY COMPANIES INC 0.43% of their portfolio | 3.3m $833.5m | Added +131.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 3.3m $833.4m | Reduced -670.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio | 3.0m $741.2m | Added +915.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.37% of their portfolio | 2.7m $678.9m | Added +51.3k |
| Nuveen, LLC 0.18% of their portfolio | 2.7m $670.7m | Reduced -1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 2.7m $655.1m | Added +864.0k |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 2.7m $669.0m | Reduced -315.9k |
| Clearbridge Investments, LLC 0.57% of their portfolio | 2.6m $655.2m | Reduced -203.9k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 2.6m $643.9m | Added +1.1m |
| ALKEON CAPITAL MANAGEMENT LLC 2.84% of their portfolio | 2.5m $626.9m | Added +498.9k |
| DIMENSIONAL FUND ADVISORS LP 0.13% of their portfolio | 2.4m $606.5m | Reduced -246.4k |
| Bank of New York Mellon Corp 0.11% of their portfolio | 2.4m $604.1m | Added +608.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 2.3m $570.8m | Added +122.2k |
| VANGUARD FIDUCIARY TRUST CO 0.14% of their portfolio | 2.2m $553.1m | First filing |
| COOPERMAN LEON G 17.74% of their portfolio | 2.2m $540.7m | Unchanged |
| Legal & General Group Plc 0.12% of their portfolio | 2.1m $530.1m | Added +79.2k |
| WELLS FARGO & COMPANY/MN 0.10% of their portfolio | 2.1m $523.5m | Reduced -225.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.43% of their portfolio | 2.1m $519.3m | Added +288.2k |
| Robeco Institutional Asset Management B.V. 0.74% of their portfolio | 2.1m $515.7m | Added +865.7k |
| RAYMOND JAMES FINANCIAL INC 0.15% of their portfolio | 2.0m $477.1m | Reduced -197.3k |
| Value Aligned Research Advisors, LLC 5.76% of their portfolio | 1.9m $486.1m | Reduced -233.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 2.02% of their portfolio | 1.9m $481.5m | Reduced -356.0k |
| FEDERATED HERMES, INC. 0.72% of their portfolio | 1.8m $443.6m | Added +473.3k |
| DEUTSCHE BANK AG\ 0.13% of their portfolio | 1.6m $398.0m | Reduced -178.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.41% of their portfolio | 1.6m $390.0m | Added +529.4k |
| Polar Capital Holdings Plc 1.69% of their portfolio | 1.5m $386.1m | Added +713.2k |
| Amundi 0.10% of their portfolio | 1.4m $352.0m | Reduced -307.5k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.3m $324.8m | Added +257.0k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 1.2m $303.7m | Added +147.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.00% of their portfolio | 1.2m $298.1m | Reduced -1.1m |
| BAMCO INC /NY/ 0.89% of their portfolio | 1.2m $296.0m | Reduced -364.4k |
| Impax Asset Management Group plc 1.89% of their portfolio | 1.1m $271.7m | Reduced -122.5k |
| Swiss National Bank 0.15% of their portfolio | 1.1m $267.1m | Added +71.7k |
| Mirova US LLC 2.91% of their portfolio | 1.0m $256.3m | Added +240.9k |
| Darsana Capital Partners LP 5.34% of their portfolio | 1.0m $250.6m | Reduced -500.0k |
| COATUE MANAGEMENT LLC 0.85% of their portfolio | 981.6k $246.0m | Added +152.7k |
| NEW SOUTH CAPITAL MANAGEMENT INC 11.73% of their portfolio | 977.2k $244.9m | Reduced -406.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.38% of their portfolio | 968.0k $242.6m | Reduced -176.3k |
| Allspring Global Investments Holdings, LLC 0.40% of their portfolio | 930.7k $241.4m | Added +76.1k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.75% of their portfolio | 911.9k $228.5m | Reduced -444.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 885.9k $222.0m | Reduced -85.4k |
| HSBC HOLDINGS PLC 0.13% of their portfolio | 874.4k $218.9m | Reduced -52.2k |
| JANUS HENDERSON GROUP PLC 0.10% of their portfolio | 865.4k $216.9m | Reduced -513.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.14% of their portfolio | 865.1k $216.8m | Added +27.4k |
| Winslow Capital Management, LLC 0.84% of their portfolio | 864.7k $216.7m | Added +860.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.14% of their portfolio | 860.7k $215.7m | Reduced -9.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 844.4k $211.6m | Added +492.4k |
| Vanguard Global Advisers, LLC 0.11% of their portfolio | 841.8k $210.9m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 823.9k $206.5m | Added +364.4k |
| LPL Financial LLC 0.05% of their portfolio | 772.0k $193.5m | Added +39.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.40% of their portfolio | 761.7k $190.9m | Reduced -150.0k |
| BARCLAYS PLC 0.07% of their portfolio | 761.6k $190.8m | Added +278.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.39% of their portfolio | 724.0k $181.4m | Reduced -90.3k |
| Robeco Schweiz AG 3.83% of their portfolio | 723.0k $181.2m | Reduced -150.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 713.0k $178.7m | Added +812 |
| California Public Employees Retirement System 0.11% of their portfolio | 709.1k $177.7m | Reduced -10.8k |
| RHUMBLINE ADVISERS 0.15% of their portfolio | 708.6k $177.6m | Added +236.3k |
| US BANCORP \DE\ 0.21% of their portfolio | 682.7k $171.1m | Reduced -41.2k |
| Atika Capital Management LLC 26.34% of their portfolio | 666.1k $166.9m | Added +30.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.14% of their portfolio | 653.6k $163.8m | First filing |
| 1832 Asset Management L.P. 0.22% of their portfolio | 650.0k $162.9m | Reduced -957.6k |
| DekaBank Deutsche Girozentrale 0.26% of their portfolio | 644.9k $158.7m | Unchanged |
| SG Americas Securities, LLC 0.18% of their portfolio | 642.3k $160.9m | Added +569.4k |
| STIFEL FINANCIAL CORP 0.14% of their portfolio | 622.3k $155.9m | Reduced -23.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 599.3k $150.2m | Added +401.7k |
| Ensign Peak Advisors, Inc 0.28% of their portfolio | 590.1k $147.9m | Added +130.8k |
| National Pension Service 0.11% of their portfolio | 580.3k $145.4m | Reduced -65.9k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 21.49% of their portfolio | 577.2k $144.6m | Reduced -16.4k |
| CITIGROUP INC 0.09% of their portfolio | 569.2k $142.6m | Reduced -42.5k |
| SEI INVESTMENTS CO 0.13% of their portfolio | 567.6k $142.2m | Added +343.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 556.4k $139.4m | Reduced -12.7k |
| FIRST MANHATTAN CO. LLC. 0.38% of their portfolio | 552.1k $138.3m | Reduced -126.1k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 551.6k $89.4m | Added +272.2k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 3.69% of their portfolio | 540.3k $135.4m | Reduced -305.6k |
| TCW GROUP INC 1.02% of their portfolio | 539.9k $135.3m | Reduced -135.9k |
| Family Legacy Financial Solutions, LLC 0.22% of their portfolio | 529.5k $269.6k | Added +528.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% of their portfolio | 519.0k $130.0m | Reduced -574.0k |
| Cannell & Spears LLC 2.53% of their portfolio | 515.1k $129.1m | Reduced -82.8k |
| Swedbank AB 0.13% of their portfolio | 501.3k $125.6m | Added +195.7k |
| BANK OF MONTREAL /CAN/ 0.05% of their portfolio | 497.8k $124.7m | Added +139.8k |
| Stephens Investment Management Group LLC 1.68% of their portfolio | 489.7k $122.7m | Reduced -110.9k |
| Korea Investment CORP 0.25% of their portfolio | 485.3k $121.6m | Added +84.3k |
| PANAGORA ASSET MANAGEMENT INC 0.45% of their portfolio | 479.4k $120.1m | Reduced -20.9k |
| OP Asset Management Ltd 1.20% of their portfolio | 477.4k $119.6m | Reduced -86.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.11% of their portfolio | 476.0k $119.3m | Reduced -27.5k |
| FRED ALGER MANAGEMENT, LLC 0.52% of their portfolio | 472.9k $118.5m | Reduced -105.8k |
| Pictet Asset Management Holding SA 0.12% of their portfolio | 471.0k $117.9m | Reduced -462.3k |