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 Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.02 B.
Top institutional holders include Cliff Asness and Leon Cooperman.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 17.74% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $70.55 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 866.7%. Conversely, Jefferies Group reduced exposure by 94.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Vertiv Holdings Co (VRT)
Major holders include Cliff Asness ($655.15 M), Leon Cooperman ($540.7 M), Renaissance Technologies (RenTech) ($242.56 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 6.66 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $70.55 M, with 5 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited VRT. The total reported sell value was $143.94 M.
Yes, 3 managers opened new positions in VRT, and 2 increased their existing holdings. The total reported buy value was $214.5 M.
