InvestorLens

VRT — VERTIV HOLDINGS CO

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying VRT?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
12
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their VRT position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +6 tracked investors reported holding VRT at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About VERTIV HOLDINGS CO (VRT)

VERTIV HOLDINGS CO (VRT) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $1.6B. Across recent filings, tracked investors recorded 7 new positions, 8 increased, 12 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in VRT

47
/100
Mixed Activity
Added / Increased15
Reduced12
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track VRT

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

VRT Ownership Composition

How VERTIV HOLDINGS CO is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
86% of tracked value
Institutions
6
tracked investors
Total Reported
$2.4B
combined 13F value
Types3
  • Multi-Strategy / Quant85.9%
  • Growth & Innovation11.2%
  • Macro2.8%
Multi-Strategy / Quant(3)
85.9%
Growth & Innovation(1)
11.2%
Macro(2)
2.8%

Tracked investors currently reporting VRT

3 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    4.8M
    Value
    $1.6B
    % Portfolio
    0.18%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    806.6K
    Value
    $270.1M
    % Portfolio
    0.56%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.3M
    Value
    $432.2M
    % Portfolio
    0.16%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    71.1K
    Value
    $23.8M
    % Portfolio
    0.10%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    132.4K
    Value
    $44.3M
    % Portfolio
    0.06%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    112K
    Value
    $37.5M
    % Portfolio
    0.04%

Previously held VRT

These investors reported VRT in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors2.8M$279.9MSep 30, 2024
Stanley DruckenmillerDuquesne Family Office998.5K$81.5MMar 31, 2024
Leopold AschenbrennerSituational Awareness LP455.1K$51.7MDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold VRT?
6 tracked institutional investors disclosed a position in VRT (VERTIV HOLDINGS CO) in their most recent 13F filing.
Who is the largest institutional holder of VRT?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in VRT, valued at $1.6B.
Did institutional ownership of VRT increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 8 increased, 12 reduced, and 5 fully exited VRT.
Where does this VRT ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
VRT (VERTIV HOLDINGS CO) — Institutional Holders & 13F — InvestorLens