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

VRT ranks #132 out of 37696 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.

Signature Estate & Investment Advisors LLC has added to its VRT position for two straight quarters, increasing it by $39.4M to reach $58.3M today.

Oak Grove Capital LLC has trimmed its VRT position for two straight quarters, cutting it by $8.7M while still holding $12.4M.

VRT is down 3.9% today, but institutions show net buying of $41.3B this quarter — a divergence between today's price move and the underlying institutional flow.

VRT posted net income of $1.7B over the trailing twelve months, and currently trades at a P/E of 46.6.

• 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