Vertiv Holdings Co (VRT) shareholders
VRTNYSEElectronic Components, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 20/3012% below fair value
$209.64+3.13 (+1.52%)
Close on Nov 12, 2026Market cap $80.72BP/E 39.2Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.9%
315M of 385M shares
Institutional holders
2,049
351 new, 107 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 73 sales
Net sold $128.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 28,637,577 | 7.48% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 26,190,977 | 6.80% | 13G (passive) amendment | Sep 30, 2026 |
| Barrow Hanley Global Investors 752403190 | – | – | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VRT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 35,921,459 | 9.33% | $12.03B | −1,285,708 | 0.18% |
| Vanguard Capital Management LLC | 25,087,955 | 6.52% | $8.40B | +229,636 | 0.18% |
| Vanguard Portfolio Management LLC | 17,909,570 | 4.65% | $6.00B | −16,952 | 0.27% |
| State Street Corp | 16,531,530 | 4.29% | $5.54B | +704,970 | 0.16% |
| JPMorgan Chase & Co | 10,061,204 | 2.61% | $3.09B | +3,995,478 | 0.17% |
| Price T Rowe Associates Inc /Md/ | 9,110,798 | 2.37% | $3.05B | +1,249,650 | 0.31% |
| Geode Capital Management, LLC | 9,028,475 | 2.34% | $3.02B | −1,851,375 | 0.16% |
| Bank Of America Corp /De/ | 8,280,709 | 2.15% | $2.77B | −136,257 | 0.18% |
| Morgan Stanley | 6,894,546 | 1.79% | $2.31B | +239,429 | 0.12% |
| Invesco Ltd. | 5,537,463 | 1.44% | $1.85B | −1,010,263 | 0.15% |
| Norges Bank | 4,859,284 | 1.26% | $1.63B | New | 0.16% |
| FMR LLC | 4,296,854 | 1.12% | $1.44B | −1,116,999 | 0.06% |
| Nuveen, LLC | 4,120,416 | 1.07% | $1.38B | +1,443,959 | 0.33% |
| Wellington Management Group Llp | 3,794,360 | 0.99% | $1.27B | +468,380 | 0.22% |
| Northern Trust Corp | 3,704,398 | 0.96% | $1.24B | +117,445 | 0.14% |
| UBS Group AG | 3,622,661 | 0.94% | $1.21B | −1,825,912 | 0.15% |
| Goldman Sachs Group Inc | 3,228,483 | 0.84% | $1.08B | +658,673 | 0.09% |
| American Century Companies Inc | 3,129,427 | 0.81% | $1.05B | −196,898 | 0.46% |
| Charles Schwab Investment Management Inc | 3,052,779 | 0.79% | $1.02B | +94,950 | 0.14% |
| Aqr Capital Management LLC | 2,686,683 | 0.70% | $858.21M | +13,923 | 0.30% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,049 | 315M | 81.9% | 351 / 823 | 703 / 107 | 32M | 31M |
| Q1 2026 | 1,836 | 315M | 81.9% | 371 / 668 | 639 / 129 | 95M | 43M |
| Q4 2025 | 1,614 | 302M | 78.4% | 311 / 607 | 539 / 102 | 38M | 39M |
| Q3 2025 | 1,437 | 305M | 79.2% | 266 / 596 | 438 / 122 | 34M | 38M |
| Q2 2025 | 1,310 | 308M | 80.0% | 303 / 536 | 358 / 129 | 48M | 40M |
| Q1 2025 | 1,148 | 301M | 78.3% | 216 / 539 | 326 / 251 | 48M | 56M |
| Q4 2024 | 1,203 | 312M | 81.1% | 292 / 449 | 376 / 92 | 41M | 62M |
| Q3 2024 | 1,024 | 336M | 87.2% | 238 / 419 | 292 / 113 | 89M | 47M |
| Q2 2024 | 908 | 328M | 85.3% | 232 / 349 | 267 / 75 | 74M | 65M |
| Q1 2024 | 759 | 320M | 83.1% | 245 / 238 | 232 / 61 | 56M | 84M |
| Q4 2023 | 583 | 350M | 90.9% | 197 / 176 | 180 / 62 | 56M | 46M |
| Q3 2023 | 453 | 340M | 88.4% | 138 / 142 | 146 / 35 | 91M | 91M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
1,035 funds held VRT in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of VRT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,193,966 | 3.17% | $4.08B | 0.18% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,953,908 | 2.59% | $3.33B | 0.20% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,177,689 | 2.12% | $2.74B | 1.22% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,283,186 | 1.37% | $1.77B | 0.20% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,895,553 | 1.27% | $1.55B | 0.19% | May 31, 2026 |
| Vanguard Growth Index Fund | 4,204,215 | 1.09% | $1.41B | 0.37% | Jun 30, 2026 |
| Vanguard Mid-Cap Growth Index Fund | 2,942,659 | 0.76% | $985.26M | 2.83% | Jun 30, 2026 |
| State Street(R) Industrial Select Sector SPDR(R) ETF | 2,263,920 | 0.59% | $758.01M | 2.23% | Jun 30, 2026 |
| JPMorgan Large Cap Growth Fund | 2,259,603 | 0.59% | $756.56M | 0.62% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,085,188 | 0.54% | $698.16M | 0.20% | Jun 30, 2026 |
| College Retirement Equities Fund - Growth Account | 1,913,295 | 0.50% | $640.61M | 1.48% | Jun 30, 2026 |
| Ultra Fund | 1,526,000 | 0.40% | $368.64M | 1.43% | Jul 31, 2026 |
| iShares Russell 1000 Growth ETF | 1,465,204 | 0.38% | $490.58M | 0.38% | Jun 30, 2026 |
| Invesco American Franchise Fund | 1,310,977 | 0.34% | $413.89M | 2.27% | May 31, 2026 |
| JPMorgan Equity Premium Income ETF | 1,266,478 | 0.33% | $424.04M | 0.95% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Giordano Albertazzi | Chief Executive Officer, Director | 47,600 | 0.01% | Sep 25, 2026 |
| David M. Cote | Executive Chairman, Director | 49,280 | 0.01% | Mar 2, 2026 |
| Michael Resha | EVP. Man, Logistics and Op Ex | 3,193 | 0.00% | Oct 6, 2026 |
| Anand Sanghi | Pres. Americas | 36,631 | 0.01% | Sep 25, 2026 |
| Scott Armul | Chief Product and Tech Officer | 34,206 | 0.01% | Sep 25, 2026 |
| Stephanie L. Gill | Chief Legal Officer & Sec. | 36,482 | 0.01% | Sep 25, 2026 |
| Craig Chamberlin | Chief Financial Officer | 5,693 | 0.00% | Sep 25, 2026 |
| Anders Karlborg | EVP, Man., Logistics and Op Ex | 34,680 | 0.01% | Sep 25, 2026 |
| Paul Ryan | President EMEA | 18,635 | 0.00% | Sep 25, 2026 |
| Wei Shen | President, Greater China | 3,345 | 0.00% | Sep 25, 2026 |
| Frank Poncheri | Chief Human Resources Officer | 14,481 | 0.00% | Sep 25, 2026 |
| Eric M. Johnson | Chief Accounting Officer | 2,156 | 0.00% | Sep 25, 2026 |
| Ying Frieda He | Chief Procurement Officer | 0 | – | May 6, 2026 |
| Michael Giresi | Chief Information Officer | 1,600 | 0.00% | Mar 10, 2026 |
| Karsten Winther | President, EMEA | 18,852 | 0.00% | Dec 19, 2025 |
| Stephen Liang | Chief Technology Officer & EVP | 4,051 | 0.00% | Nov 25, 2025 |
| Yibin Edward Cui | President - Greater China | 19,457 | 0.01% | Jun 27, 2025 |
| David Joseph Fallon | Chief Financial Officer | 164,259 | 0.04% | Mar 11, 2025 |
| Doherty Philip O' | Managing Director, E+I | 5,097,894 | 1.32% | Nov 26, 2024 |
| Edward L. Monser | Director | 17,418 | 0.00% | Sep 2, 2026 |
| Krishna Mikkilineni | Director | 278 | 0.00% | Jun 18, 2026 |
| Jakki L. Haussler | Director | 20,167 | 0.01% | Mar 10, 2026 |
| Roger Fradin | Director | 185,830 | 0.05% | Mar 10, 2026 |
| Steven Reinemund | Director | 138,784 | 0.04% | Mar 10, 2026 |
| Joseph J. Deangelo | Director | 71,600 | 0.02% | Mar 10, 2026 |
| Jan Van Dokkum | Director | 25,000 | 0.01% | Mar 10, 2026 |
| Jacob Kotzubei | Director | – | – | Mar 10, 2026 |
| Matthew Louie | Director | – | – | Mar 10, 2026 |
| Robin L. Washington | Director | 5,000 | 0.00% | Nov 21, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Resha EVP. Man, Logistics and Op Ex | Oct 5, 2026 | Award | +690 | $253.62 | $175.00K | 3,193 |
| Michael Resha EVP. Man, Logistics and Op Ex | Oct 5, 2026 | Award | +2,503 | $253.62 | $634.81K | 2,503 |
| Paul Ryan President EMEA | Sep 24, 2026 | Award | +3.17 | – | – | 18,635 |
| Anders Karlborg EVP, Man., Logistics and Op Ex | Sep 24, 2026 | Award | +4.66 | – | – | 34,615 |
| Craig Chamberlin Chief Financial Officer | Sep 24, 2026 | Award | +1.47 | – | – | 5,599 |
| Stephanie L. Gill Chief Legal Officer & Sec. | Sep 24, 2026 | Award | +6.03 | – | – | 34,435 |
| Scott Armul Chief Product and Tech Officer | Sep 24, 2026 | Award | +5.97 | – | – | 32,043 |
| Anand Sanghi Pres. Americas | Sep 24, 2026 | Award | +4.45 | – | – | 36,373 |
| Eric M. Johnson Chief Accounting Officer | Sep 24, 2026 | Award | +0.51 | – | – | 1,942 |
| Frank Poncheri Chief Human Resources Officer | Sep 24, 2026 | Award | +3.61 | – | – | 14,311 |
| Giordano Albertazzi Chief Executive Officer, Director | Sep 24, 2026 | Award | +12.52 | – | – | 47,600 |
| Wei Shen President, Greater China | Sep 24, 2026 | Award | +0.55 | – | – | 3,320 |
| Frank Poncheri Chief Human Resources Officer | Sep 15, 2026 | Tax withholding | −2,352 | $234.61 | $551.80K | 14,308 |
| Giordano Albertazzi Chief Executive Officer, Director | Sep 8, 2026 | Gift | −118,523 | – | – | 47,588 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −2,087 | $256.36 | $535.02K | 16,500 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −3,520 | $255.58 | $899.64K | 18,587 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −3,040 | $254.63 | $774.08K | 22,107 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −1,000 | $253.37 | $253.37K | 25,147 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −2,280 | $252.53 | $575.77K | 26,147 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −1,440 | $251.56 | $362.25K | 28,427 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −1,040 | $250.58 | $260.60K | 29,867 |
| Edward L. Monser Director | Sep 1, 2026 | Sale(10b5-1 plan) | −880 | $249.43 | $219.50K | 30,907 |
| Edward L. Monser Director | Sep 1, 2026 | Option exercise | +15,287 | $11.50 | $175.80K | 31,787 |
| Craig Chamberlin Chief Financial Officer | Jun 25, 2026 | Award | +1.12 | – | – | 5,597 |
| Eric M. Johnson Chief Accounting Officer | Jun 25, 2026 | Award | +0.38 | – | – | 1,942 |
| Paul Ryan President EMEA | Jun 25, 2026 | Award | +2.41 | – | – | 18,632 |
| Scott Armul Chief Product and Tech Officer | Jun 25, 2026 | Award | +4.54 | – | – | 32,037 |
| Wei Shen President, Greater China | Jun 25, 2026 | Award | +0.42 | – | – | 3,320 |
| Stephanie L. Gill Chief Legal Officer & Sec. | Jun 25, 2026 | Award | +4.58 | – | – | 34,429 |
| Anders Karlborg EVP, Man., Logistics and Op Ex | Jun 25, 2026 | Award | +3.55 | – | – | 34,610 |
| Anand Sanghi Pres. Americas | Jun 25, 2026 | Award | +3.38 | – | – | 36,368 |
| Frank Poncheri Chief Human Resources Officer | Jun 25, 2026 | Award | +2.74 | – | – | 16,660 |
| Giordano Albertazzi Chief Executive Officer, Director | Jun 25, 2026 | Award | +9.53 | – | – | 166,111 |
| Anders Karlborg EVP, Man., Logistics and Op Ex | May 4, 2026 | Tax withholding | −144 | $330.97 | $47.66K | 34,607 |
| Paul Ryan President EMEA | May 4, 2026 | Tax withholding | −735 | $330.97 | $243.26K | 18,629 |
| Scott Armul Chief Product and Tech Officer | May 4, 2026 | Tax withholding | −511 | $330.97 | $169.13K | 32,032 |
| Frank Poncheri Chief Human Resources Officer | Mar 26, 2026 | Award | +3.19 | – | – | 16,657 |
| Eric M. Johnson Chief Accounting Officer | Mar 26, 2026 | Award | +0.45 | – | – | 1,941 |
| Scott Armul Chief Product and Tech Officer | Mar 26, 2026 | Award | +5.55 | – | – | 32,543 |
| Anders Karlborg EVP, Man., Logistics and Op Ex | Mar 26, 2026 | Award | +4.39 | – | – | 34,751 |
| Anand Sanghi Pres. Americas | Mar 26, 2026 | Award | +3.94 | – | – | 36,365 |
| Stephanie L. Gill Chief Legal Officer & Corp Sec | Mar 26, 2026 | Award | +5.33 | – | – | 34,424 |
| Paul Ryan President, EMEA | Mar 26, 2026 | Award | +3.13 | – | – | 19,364 |
| Giordano Albertazzi Chief Executive Officer | Mar 26, 2026 | Award | +11.08 | – | – | 166,101 |
| Wei Shen President, Greater China | Mar 26, 2026 | Award | +0.49 | – | – | 3,319 |
| Craig Chamberlin Chief Financial Officer | Mar 26, 2026 | Award | +1.3 | – | – | 5,596 |
| Wei Shen President, Greater China | Mar 15, 2026 | Tax withholding | −930 | $258.88 | $240.76K | 3,319 |
| Eric M. Johnson Chief Accounting Officer | Mar 6, 2026 | Award | +620 | – | – | 1,941 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −2,491 | $249.58 | $621.70K | 18,400 |
| Edward L. Monser Director | Mar 6, 2026 | Option exercise | +38,647 | $20.56 | $794.58K | 93,794 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −4,714 | $242.20 | $1.14M | 71,653 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −1,700 | $239.34 | $406.88K | 92,094 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −3,600 | $240.47 | $865.69K | 88,494 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −12,127 | $241.62 | $2.93M | 76,367 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −1,900 | $250.46 | $475.87K | 16,500 |
| Edward L. Monser Director | Mar 6, 2026 | Option exercise | +38,647 | $12.05 | $465.70K | 55,147 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −12,758 | $248.56 | $3.17M | 20,891 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −10,162 | $247.64 | $2.52M | 33,649 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −13,306 | $246.60 | $3.28M | 43,811 |
| Edward L. Monser Director | Mar 6, 2026 | Sale(10b5-1 plan) | −10,269 | $245.65 | $2.52M | 57,117 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.92%
11M shares short
Days to cover
1.3
At 8M shares a day
Change since last report
-20.7%
From 14M shares
Short volume, 20 days
40.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Vertiv's stock actually held short. Settlement fails (shares not delivered on time) peaked at 38,242 shares on Sep 10, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Edward L. Monser Director | Sep 1, 2026 | 15,287 | $3.96M | Sep 1, 2026 | Exercise of Stock Options |
| Doherty Philip O' Forrmer Officer | Mar 10, 2026 | 500,000 | $132.86M | Mar 10, 2026 | Acquired as consideration of merger or acquisition |
| Doherty Philip O' Forrmer Officer | Mar 9, 2026 | 1,000,000 | $263.12M | Mar 9, 2026 | Acquired as consideration of merger or acquisition |
| Edward L. Monser Director | Mar 6, 2026 | 77,294 | $19.30M | Mar 6, 2026 | Exercise of Stock Options |
| R VRT GRAT 2024 II Dtd 12/12/2024 Director | Feb 27, 2026 | 10,000 | $2.52M | Feb 27, 2026 | Gift |
| S VRT GRAT 2025 Dtd 2/28/2025 Director | Feb 27, 2026 | 54,583 | $13.77M | Feb 27, 2026 | Gift |
| R VRT GRAT 2025 Dtd 2/28/2025 Director | Feb 27, 2026 | 37,083 | $9.34M | Feb 27, 2026 | Gift |
| R VRT GRAT 2024 II Dtd 12/12/2024 Director | Feb 26, 2026 | 10,000 | $2.53M | Feb 26, 2026 | gift |
| R VRT GRAT 2025 Dtd 2/28/2025 Director | Feb 26, 2026 | 37,084 | $9.40M | Feb 26, 2026 | gift |
| S VRT GRAT 2025 Dtd 2/28/2025 Director | Feb 26, 2026 | 54,583 | $13.83M | Feb 26, 2026 | gift |
| Steven Reinemund Director | Feb 26, 2026 | 35,000 | $8.89M | Feb 26, 2026 | Founder Shares |
| Steven Reinemund Director | Feb 26, 2026 | 65,000 | $16.51M | Feb 26, 2026 | Open Market Purchase |
| Maureen Cote Spouse of Officer | Feb 26, 2026 | 40,000 | $10.21M | Feb 26, 2026 | Private Acquisition from Issuer/Affiliate |
| Anders Karlborg Officer | Feb 26, 2026 | 30,487 | $7.53M | Feb 26, 2026 | Stock Option Exercise |
| Stephen Liang Officer | Feb 26, 2026 | 73,912 | $18.65M | Feb 26, 2026 | Stock Option Exercise |
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