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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.71 B.
Top institutional holders include Leon Cooperman and Cliff Asness.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 11.60% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.79 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 219.5%. Conversely, Louis Moore Bacon reduced exposure by 90.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Vertiv Holdings Co (VRT)
Major holders include Leon Cooperman ($349.58 M), Cliff Asness ($293.04 M), Renaissance Technologies ($185.39 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 6.37 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.79 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited VRT. The total reported sell value was $113.42 M.
Yes, 2 managers opened new positions in VRT, and 4 increased their existing holdings. The total reported buy value was $165.21 M.
