Vertiv Holdings Co-a (VRT) Institutional Buying & Selling Tracker (Q2 2026)

VRT ranks #132 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

VRT is a disclosed holding of Jane Street (Jane Street Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

VRT is a top-conviction position for Cooperman Leon G — at 20.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in VRT belongs to BlackRock, Inc., but the position matters far more to Cooperman Leon G, who has 20.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its VRT position for two straight quarters, increasing it by $6.7B to reach $12.0B today.

1832 Asset Management L.P. has trimmed its VRT position for two straight quarters, cutting it by $316.6M while still holding $5.4M.

VRT is up 0.3% today, and institutions have been net buyers of $41.2B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

VRT posted net income of $1.7B over the trailing twelve months, and currently trades at a P/E of 57.7.

• Profitable — net income of $1.7B over the trailing twelve months
• Revenue grew 26.2% year over year
• Net income improved year over year, from $812.3M to $1.7B
• Generated $2.1B in positive operating cash flow
• Current ratio of 1.55x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.10x equity — a highly leveraged balance sheet worth noting