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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.18 B.
Top institutional holders include Leon Cooperman and Cliff Asness.
Notably, Leon Cooperman has expressed high conviction in this stock, allocating 10.16% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $14.63 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 191.1%. Conversely, Murray Stahl reduced exposure by 27.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 10.16% | 2,157,789 | $325.52 M | Q3 2025 | ||
| 0.19% | Add 2.2% | 2,000,312 | $301.77 M | Q3 2025 | |
| 0.45% | Reduce -18.4% | 591,450 | $89.23 M | Q3 2025 | |
| 0.07% | Add 36.8% | 358,212 | $54.04 M | Q3 2025 | |
| 0.68% | Add 17.3% | 327,939 | $49.47 M | Q3 2025 | |
| 0.15% | Add 191.1% | 250,414 | $37.78 M | Q3 2025 | |
| 0.10% | Reduce -2.2% | 157,697 | $23.79 M | Q3 2025 | |
| 5.52% | Reduce -25.7% | 136,000 | $20.52 M | Q3 2025 | |
| 0.03% | New Buy | 43,028 | $6.49 M | Q3 2025 | |
| 0.00% | Reduce -7.6% | 20,105 | $3.03 M | Q3 2025 | |
| 0.02% | Reduce -27.9% | 12,135 | $1.83 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Vertiv Holdings Co (VRT)
Major holders include Leon Cooperman ($325.52 M), Cliff Asness ($301.77 M), Terry Smith ($89.23 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 6.06 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.63 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited VRT. The total reported sell value was $45.07 M.
Yes, 1 managers opened new positions in VRT, and 4 increased their existing holdings. The total reported buy value was $59.7 M.