Guru Ownership Trend
Guru Analysis for Vertiv Holdings Co (VRT)
Vertiv Holdings Co (VRT), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.37 B.
Top institutional holders include Cliff Asness and Leon Cooperman.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 20.37% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $441.57 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 96.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Vertiv Holdings Co (VRT)
Major holders include Cliff Asness ($858.21 M), Leon Cooperman ($722.47 M), Joel Greenblatt ($71.64 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 5.35 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $441.57 M, with 7 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited VRT. The total reported sell value was $469.29 M.
Yes, 2 managers opened new positions in VRT, and 5 increased their existing holdings. The total reported buy value was $27.72 M.
