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 ($594.2m this quarter). Holder counts are more reliable. Shares outstanding: 385.0m as of 2026-07-27, 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 ≈ $333.05. Options: 59 managers hold calls ($5.8bn notional), 55 hold puts ($6.3bn).
Trends to Q2 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 |
| Q2 2026 | 2,050 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 1,142 | 810 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $3.6bn | $3.7bn | 1.03 |
| Q4 2025 | $4.1bn | $4.4bn | 1.07 |
| Q1 2026 | $4.4bn | $4.9bn | 1.11 |
| Q2 2026 | $5.8bn | $6.3bn | 1.09 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +4.0m |
| Nuveen, LLC | Added | +1.4m |
| Pictet Asset Management Holding SA | Added | +1.4m |
| JENNISON ASSOCIATES LLC | Added | +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
| MARSHALL WACE, LLP | Added | +908.8k |
| MILLENNIUM MANAGEMENT LLC | Added | +737.9k |
| BARCLAYS PLC | Added | +716.2k |
| STATE STREET CORP | Added | +705.0k |
| GOLDMAN SACHS GROUP INC | Added | +658.7k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -2.4m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.9m |
| UBS Group AG | Reduced | -1.8m |
| BlackRock, Inc. | Reduced | -1.3m |
| FMR LLC | Reduced | -1.1m |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -1.1m |
| Invesco Ltd. | Reduced | -1.0m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -937.2k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Sold out | -911.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -867.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4bn4.2m shares |
| JANE STREET GROUP, LLC | Added | $1.2bn3.5m shares |
| CITADEL ADVISORS LLC | Reduced | $751.0m2.2m shares |
| PEAK6 LLC | Reduced | $520.8m1.6m shares |
| Walleye Trading LLC | Added | $368.1m1.1m shares |
| IMC-Chicago, LLC | Reduced | $360.8m1.1m shares |
| Value Aligned Research Advisors, LLC | Added | $305.0m911.0k shares |
| GROUP ONE TRADING LLC | Reduced | $141.1m421.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $86.7m258.9k shares |
| Chescapmanager LLC | Unchanged | $67.0m200.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Reduced | $2.0bn5.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $993.9m3.0m shares |
| CITADEL ADVISORS LLC | Added | $755.2m2.3m shares |
| BARCLAYS PLC | Added | $501.3m1.5m shares |
| IMC-Chicago, LLC | Reduced | $470.5m1.4m shares |
| D. E. Shaw & Co., Inc. | Added | $263.1m785.9k shares |
| HRT FINANCIAL LP | Added | $151.7m453.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $127.3m380.2k shares |
| Walleye Trading LLC | Added | $105.7m315.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $92.4m276.0k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $3.9m | $3.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | MONSER EDWARD L Director | Sold plan | $3.9m15.3k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.18% of their portfolio | 35.9m $12.0bn | Reduced -1.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 25.1m $8.4bn | Added +229.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.27% of their portfolio | 17.9m $6.0bn | Reduced -17.0k |
| STATE STREET CORP 0.16% of their portfolio | 16.5m $5.5bn | Added +705.0k |
| JPMORGAN CHASE & CO 0.18% of their portfolio | 10.1m $3.1bn | Added +4.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.31% of their portfolio | 9.1m $3.1bn | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 9.0m $3.0bn | Reduced -1.9m |
| BANK OF AMERICA CORP /DE/ 0.18% of their portfolio | 8.3m $2.8bn | Reduced -136.3k |
| MORGAN STANLEY 0.12% of their portfolio | 6.9m $2.3bn | Added +239.4k |
| Invesco Ltd. 0.15% of their portfolio | 5.5m $1.9bn | Reduced -1.0m |
| NORGES BANK 0.16% of their portfolio | 4.9m $1.6bn | Not comparable |
| FMR LLC 0.06% of their portfolio | 4.3m $1.4bn | Reduced -1.1m |
| Nuveen, LLC 0.33% of their portfolio | 4.1m $1.4bn | Added +1.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.22% of their portfolio | 3.8m $1.3bn | Added +468.4k |
| NORTHERN TRUST CORP 0.14% of their portfolio | 3.7m $1.2bn | Added +117.4k |
| UBS Group AG 0.19% of their portfolio | 3.6m $1.2bn | Reduced -1.8m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 3.2m $1.1bn | Added +658.7k |
| AMERICAN CENTURY COMPANIES INC 0.46% of their portfolio | 3.1m $1.0bn | Reduced -196.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.14% of their portfolio | 3.1m $1.0bn | Added +95.0k |
| AQR CAPITAL MANAGEMENT LLC 0.30% of their portfolio | 2.7m $858.2m | Added +13.9k |
| AMERIPRISE FINANCIAL INC 0.17% of their portfolio | 2.5m $833.2m | Reduced -183.0k |
| DIMENSIONAL FUND ADVISORS LP 0.15% of their portfolio | 2.4m $811.0m | Added +2.1k |
| Bank of New York Mellon Corp 0.13% of their portfolio | 2.4m $797.4m | Reduced -29.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% of their portfolio | 2.3m $755.6m | Reduced -21.1k |
| VANGUARD FIDUCIARY TRUST CO 0.16% of their portfolio | 2.2m $739.0m | Added +8 |
| WELLS FARGO & COMPANY/MN 0.13% of their portfolio | 2.2m $735.1m | Added +106.3k |
| COOPERMAN LEON G 20.37% of their portfolio | 2.2m $722.5m | Unchanged |
| Legal & General Group Plc 0.15% of their portfolio | 2.1m $716.2m | Added +23.4k |
| Robeco Institutional Asset Management B.V. 0.79% of their portfolio | 1.9m $641.7m | Reduced -141.4k |
| Pictet Asset Management Holding SA 0.60% of their portfolio | 1.9m $628.2m | Added +1.4m |
| Clearbridge Investments, LLC 0.51% of their portfolio | 1.9m $619.9m | Reduced -763.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.38% of their portfolio | 1.6m $542.8m | Reduced -451.3k |
| DEUTSCHE BANK AG\ 0.15% of their portfolio | 1.5m $506.6m | Reduced -75.1k |
| BARCLAYS PLC 0.16% of their portfolio | 1.5m $494.8m | Added +716.2k |
| Value Aligned Research Advisors, LLC 2.88% of their portfolio | 1.4m $481.4m | Reduced -502.1k |
| ALKEON CAPITAL MANAGEMENT LLC 1.84% of their portfolio | 1.4m $476.1m | Reduced -1.1m |
| Amundi 0.11% of their portfolio | 1.4m $465.8m | Reduced -13.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.40% of their portfolio | 1.4m $458.4m | Reduced -186.9k |
| JENNISON ASSOCIATES LLC 0.27% of their portfolio | 1.3m $443.8m | Added +1.3m |
| Jupiter Topco LLC 0.18% of their portfolio | 1.3m $441.1m | First filing |
| FEDERATED HERMES, INC. 0.62% of their portfolio | 1.3m $430.1m | Reduced -485.6k |
| RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio | 1.3m $423.6m | Reduced -697.3k |
| ROYAL BANK OF CANADA 0.07% of their portfolio | 1.2m $413.5m | Added +23.2k |
| Winslow Capital Management, LLC 1.34% of their portfolio | 1.2m $389.2m | Added +297.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.15% of their portfolio | 1.1m $353.0m | Reduced -867.3k |
| HSBC HOLDINGS PLC 0.17% of their portfolio | 1.0m $344.4m | Added +157.3k |
| Swiss National Bank 0.18% of their portfolio | 1.0m $343.2m | Reduced -40.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.92% of their portfolio | 1.0m $337.5m | Reduced -181.7k |
| Mirova US LLC 3.56% of their portfolio | 988.3k $330.9m | Reduced -34.4k |
| BAMCO INC /NY/ 0.49% of their portfolio | 979.8k $328.1m | Reduced -201.3k |
| Polar Capital Holdings Plc 0.92% of their portfolio | 970.6k $325.0m | Reduced -570.3k |
| MARSHALL WACE, LLP 0.27% of their portfolio | 950.0k $318.1m | Added +908.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.17% of their portfolio | 911.9k $305.3m | Added +67.4k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 911.7k $305.2m | Reduced -384.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.17% of their portfolio | 884.0k $296.0m | Added +19.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 880.7k $294.9m | Added +56.8k |
| Vanguard Global Advisers, LLC 0.13% of their portfolio | 834.3k $279.3m | Reduced -7.5k |
| Allspring Global Investments Holdings, LLC 0.39% of their portfolio | 815.5k $254.0m | Reduced -115.1k |
| COATUE MANAGEMENT LLC 0.56% of their portfolio | 806.6k $270.1m | Reduced -175.0k |
| LPL Financial LLC 0.06% of their portfolio | 804.7k $269.4m | Added +32.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.15% of their portfolio | 797.2k $266.9m | Reduced -88.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.15% of their portfolio | 791.3k $264.9m | Reduced -69.4k |
| California Public Employees Retirement System 0.15% of their portfolio | 789.1k $264.2m | Added +80.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.21% of their portfolio | 782.2k $253.4m | Added +360.2k |
| MILLENNIUM MANAGEMENT LLC 0.17% of their portfolio | 755.8k $253.1m | Added +737.9k |
| NEW SOUTH CAPITAL MANAGEMENT INC 11.03% of their portfolio | 751.4k $251.6m | Reduced -225.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.17% of their portfolio | 739.2k $247.5m | Added +85.7k |
| Impax Asset Management Group plc 1.59% of their portfolio | 729.5k $244.3m | Reduced -355.0k |
| Tidal Investments LLC 0.56% of their portfolio | 685.5k $229.5m | Added +365.6k |
| Atika Capital Management LLC 22.13% of their portfolio | 666.1k $223.0m | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.43% of their portfolio | 665.9k $222.9m | Reduced -58.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 663.5k $222.2m | Added +64.3k |
| US BANCORP \DE\ 0.24% of their portfolio | 663.3k $222.1m | Reduced -19.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.07% of their portfolio | 655.0k $219.3m | Reduced -58.0k |
| RHUMBLINE ADVISERS 0.16% of their portfolio | 651.7k $218.2m | Reduced -57.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.40% of their portfolio | 651.5k $218.1m | Reduced -110.2k |
| CITIGROUP INC 0.10% of their portfolio | 650.2k $217.7m | Added +81.0k |
| DekaBank Deutsche Girozentrale 0.26% of their portfolio | 644.9k $155.5m | Unchanged |
| National Pension Service 0.14% of their portfolio | 639.0k $213.9m | Added +58.6k |
| Robeco Schweiz AG 3.43% of their portfolio | 637.9k $213.6m | Reduced -85.1k |
| STIFEL FINANCIAL CORP 0.17% of their portfolio | 617.0k $206.6m | Reduced -5.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.18% of their portfolio | 596.5k $199.7m | Added +77.6k |
| SEI INVESTMENTS CO 0.18% of their portfolio | 595.1k $199.2m | Added +27.5k |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 584.3k $195.7m | Added +86.5k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 24.13% of their portfolio | 572.6k $191.7m | Reduced -4.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.17% of their portfolio | 554.0k $185.5m | Reduced -2.3k |
| Ensign Peak Advisors, Inc 0.30% of their portfolio | 536.7k $179.7m | Reduced -53.4k |
| Marex Group Ltd 1.33% of their portfolio | 535.0k $179.1m | Added +297.8k |
| TCW GROUP INC 1.19% of their portfolio | 530.2k $177.5m | Reduced -9.7k |
| Swedbank AB 0.14% of their portfolio | 493.3k $165.2m | Reduced -7.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.30% of their portfolio | 480.1k $160.8m | Added +136.9k |
| Cannell & Spears LLC 2.67% of their portfolio | 447.9k $150.0m | Reduced -67.2k |
| Vontobel Holding Ltd. 0.50% of their portfolio | 445.6k $149.2m | Added +280.5k |
| HRT FINANCIAL LP 0.35% of their portfolio | 443.6k $148.5m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 438.8k $146.9m | Added +5.9k |
| Blue Whale Capital LLP 4.47% of their portfolio | 420.5k $140.8m | Reduced -35.8k |
| Russell Investments Group, Ltd. 0.12% of their portfolio | 413.1k $136.8m | Reduced -13.7k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.61% of their portfolio | 410.6k $137.5m | Added +15.0k |
| LOCUST WOOD CAPITAL ADVISERS, LLC 3.30% of their portfolio | 407.7k $136.5m | Reduced -132.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.16% of their portfolio | 400.7k $134.1m | Added +33.0k |