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Also trades as: VRT.TO (TSX) · $vol 1M

VRT Institutional Ownership

Vertiv Holdings Co
1W: +2.6% 1M: -14.4% 3M: -6.4% YTD: +18.9% 1Y: +12.2% 3Y: +470.1% 5Y: +796.8%
$208.56
+8.78 (+4.39%)
 
Weekly Expected Move ±6.5%
$169 $182 $194 $207 $219
NYSE · Industrials · Electrical Equipment & Parts · Tech Score Strong Sell · Power 36 · $80.3B mcap · 384M float · 1.50% daily turnover · Short 44% of daily vol
Credit Risk of going bust: lower than 58% of companies Debt: 4.0% of company value Bonds: $78.9M held by 214 funds, 99 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.03 (down 99.5%), Vertiv Holdings Co would be worth roughly what it owes.
Total debt $3.34B against a stock market value of $80.29B.
Distance to default 5.96 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.47B (short-term plus half of long-term), stock volatility 65.8%; Altman Z 5.87. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — VRT

2,174
Institutional Holders
+199 vs prior quarter
0.0%
Ownership
+0.00pp
$102B
Total Invested
354
New Positions
829
Increased
806
Reduced
105
Closed
1.09
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2280 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 35,921,459 $7.5B -1,285,708 -3.5% 8Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC 25,087,955 $5.2B +229,636 +0.9% 2Q SEC ↗
3 VANGUARD PORTFOLIO MANAGEMENT LLC 17,909,570 $3.7B -16,952 -0.1% 2Q SEC ↗
4 STATE STREET CORP 16,531,530 $3.4B +704,970 +4.5% 25Q SEC ↗
5 JPMORGAN CHASE & CO 10,061,204 $2.1B +3,995,478 +65.9% 24Q SEC ↗
6 PRICE T ROWE ASSOCIATES INC /MD 9,110,798 $1.9B +1,249,650 +15.9% 16Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 9,028,475 $1.9B -1,851,375 -17.0% 25Q SEC ↗
8 BANK OF AMERICA CORP /DE 8,280,709 $1.7B -136,257 -1.6% 15Q SEC ↗
9 MORGAN STANLEY 6,894,546 $1.4B +239,429 +3.6% 26Q SEC ↗
10 Invesco Ltd. 5,537,463 $1.2B -1,010,263 -15.4% 25Q SEC ↗
11 NORGES BANK NEW 4,859,284 $1.0B — +0.0% 1Q SEC ↗
12 FMR LLC 4,296,854 $896M -1,116,999 -20.6% 26Q SEC ↗
13 Nuveen, LLC 4,120,416 $859M +1,443,959 +54.0% 6Q SEC ↗
14 WELLINGTON MANAGEMENT GROUP LLP 3,794,360 $791M +468,380 +14.1% 11Q SEC ↗
15 NORTHERN TRUST CORP 3,704,398 $773M +117,445 +3.3% 25Q SEC ↗
16 UBS Group AG 3,622,661 $756M -1,825,912 -33.5% 26Q SEC ↗
17 GOLDMAN SACHS GROUP INC 3,228,483 $673M +658,673 +25.6% 15Q SEC ↗
18 AMERICAN CENTURY COMPANIES INC 3,129,427 $653M -196,898 -5.9% 13Q SEC ↗
19 Sixth Street Partners Management Compa NEW 3,052,779 $637M — +0.0% 1Q SEC ↗
20 CHARLES SCHWAB INVESTMENT MANAGEMENT I 3,052,779 $637M +94,950 +3.2% 15Q SEC ↗
21 AQR CAPITAL MANAGEMENT LLC 2,686,683 $560M +13,923 +0.5% 18Q SEC ↗
22 AMERIPRISE FINANCIAL INC 2,486,910 $519M -182,974 -6.9% 16Q SEC ↗
23 DIMENSIONAL FUND ADVISORS LP 2,423,954 $506M +2,146 +0.1% 13Q SEC ↗
24 Bank of New York Mellon Corp 2,381,476 $497M -29,166 -1.2% 25Q SEC ↗
25 UBS AM, a distinct business unit of UB 2,256,647 $471M -21,111 -0.9% 25Q SEC ↗
26 VANGUARD FIDUCIARY TRUST CO 2,207,252 $460M +8 +0.0% 2Q SEC ↗
27 WELLS FARGO & COMPANY/MN 2,195,625 $458M +106,297 +5.1% 26Q SEC ↗
28 COOPERMAN LEON G 2,157,789 $450M — +0.0% 18Q SEC ↗
29 Legal & General Group Plc 2,138,967 $446M +23,444 +1.1% 25Q SEC ↗
30 Robeco Institutional Asset Management 1,916,632 $400M -141,396 -6.9% 13Q SEC ↗
31 Pictet Asset Management Holding SA 1,878,379 $392M +1,407,409 +298.8% 12Q SEC ↗
32 Clearbridge Investments, LLC 1,851,373 $386M -763,329 -29.2% 26Q SEC ↗
33 SCHRODER INVESTMENT MANAGEMENT GROUP 1,621,215 $338M -451,289 -21.8% 10Q SEC ↗
34 DEUTSCHE BANK AG 1,513,057 $316M -75,129 -4.7% 26Q SEC ↗
35 BARCLAYS PLC 1,477,862 $308M +716,241 +94.0% 18Q SEC ↗
36 Value Aligned Research Advisors, LLC 1,437,807 $300M -502,062 -25.9% 13Q SEC ↗
37 ALKEON CAPITAL MANAGEMENT LLC 1,421,980 $297M -1,080,000 -43.2% 4Q SEC ↗
38 Amundi 1,391,089 $290M -13,833 -1.0% 13Q SEC ↗
39 VOYA INVESTMENT MANAGEMENT LLC 1,370,671 $286M -186,913 -12.0% 25Q SEC ↗
40 JENNISON ASSOCIATES LLC 1,325,407 $276M +1,324,231 +112604.7% 2Q SEC ↗
41 Jupiter Topco LLC NEW 1,317,408 $275M — +0.0% 1Q SEC ↗
42 FEDERATED HERMES, INC. 1,284,560 $268M -485,627 -27.4% 14Q SEC ↗
43 RAYMOND JAMES FINANCIAL INC 1,265,208 $264M -697,323 -35.5% 7Q SEC ↗
44 ROYAL BANK OF CANADA 1,235,114 $258M +23,204 +1.9% 25Q SEC ↗
45 Winslow Capital Management, LLC 1,162,369 $242M +297,642 +34.4% 5Q SEC ↗
46 WESTFIELD CAPITAL MANAGEMENT CO LP 1,054,361 $220M -867,335 -45.1% 12Q SEC ↗
47 HSBC HOLDINGS PLC 1,031,624 $215M +157,265 +18.0% 12Q SEC ↗
48 Swiss National Bank 1,025,140 $214M -40,760 -3.8% 25Q SEC ↗
49 FULLER & THALER ASSET MANAGEMENT, INC. 1,007,941 $210M -181,677 -15.3% 15Q SEC ↗
50 Mirova US LLC 988,313 $206M -34,401 -3.4% 3Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
JPMORGAN CHASE & CO +3,995,478 +65.9% 10,061,204
Nuveen, LLC +1,443,959 +54.0% 4,120,416
Pictet Asset Management Holding SA +1,407,409 +298.8% 1,878,379
JENNISON ASSOCIATES LLC +1,324,231 +112604.7% 1,325,407
PRICE T ROWE ASSOCIATES INC /MD +1,249,650 +15.9% 9,110,798
MARSHALL WACE, LLP +908,848 +2208.4% 950,002
MILLENNIUM MANAGEMENT LLC +737,917 +4123.8% 755,811
BARCLAYS PLC +716,241 +94.0% 1,477,862
STATE STREET CORP +704,970 +4.5% 16,531,530
GOLDMAN SACHS GROUP INC +658,673 +25.6% 3,228,483
WELLINGTON MANAGEMENT GROUP LLP +468,380 +14.1% 3,794,360
Tidal Investments LLC +365,647 +114.3% 685,490
NORDEA INVESTMENT MANAGEMENT AB +360,246 +85.4% 782,232
Marex Group Ltd +297,781 +125.5% 535,002
Winslow Capital Management, LLC +297,642 +34.4% 1,162,369
Vontobel Holding Ltd. +280,491 +169.8% 445,638
MORGAN STANLEY +239,429 +3.6% 6,894,546
VANGUARD CAPITAL MANAGEMENT LLC +229,636 +0.9% 25,087,955
WEALTH ENHANCEMENT ADVISORY SERVICE +202,997 +159.4% 330,319
NEW YORK STATE COMMON RETIREMENT FU +187,900 +93.9% 387,921
Biggest Decreases (20)
HolderReducedChange %Total Shares
ARROWSTREET CAPITAL, LIMITED PARTNE -2,428,548 -89.6% 280,728
GEODE CAPITAL MANAGEMENT, LLC -1,851,375 -17.0% 9,028,475
UBS Group AG -1,825,912 -33.5% 3,622,661
BlackRock, Inc. -1,285,708 -3.5% 35,921,459
FMR LLC -1,116,999 -20.6% 4,296,854
ALKEON CAPITAL MANAGEMENT LLC -1,080,000 -43.2% 1,421,980
Invesco Ltd. -1,010,263 -15.4% 5,537,463
RENAISSANCE TECHNOLOGIES LLC -937,232 -96.8% 30,758
WESTFIELD CAPITAL MANAGEMENT CO LP -867,335 -45.1% 1,054,361
Clearbridge Investments, LLC -763,329 -29.2% 1,851,373
Darsana Capital Partners LP -755,094 -75.5% 244,906
RAYMOND JAMES FINANCIAL INC -697,323 -35.5% 1,265,208
1832 Asset Management L.P. -633,782 -97.5% 16,200
Polar Capital Holdings Plc -570,338 -37.0% 970,621
Family Legacy Financial Solutions, -526,865 -99.5% 2,654
JANUS HENDERSON GROUP PLC -513,478 -37.2% 865,412
Value Aligned Research Advisors, LL -502,062 -25.9% 1,437,807
FEDERATED HERMES, INC. -485,627 -27.4% 1,284,560
SCHRODER INVESTMENT MANAGEMENT GROU -451,289 -21.8% 1,621,215
Squarepoint Ops LLC -393,372 -90.1% 42,997

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms