Vertiv: which funds bought and sold
Institutions that bought and sold Vertiv shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 1,138 institutions that filed 13F reports for both quarters added to or opened positions in Vertiv, and 801 cut or closed them. Together they sold a net 4.9M shares, −1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 7.7M shares (−13.9%); index fund managers were net sellers of 2.0M shares (−1.8%). 318 opened a new position and 106 sold out entirely.
Bought, Q2 2026 1,138 institutions, 318 of them new holders Sold, Q2 2026 801 institutions, 106 of them sold out
Net change, all compared −4.9M shares (−1.6%)
Net change, active managers −7.7M shares (−13.9%), 53 bought, 63 sold
Buyers versus sellers
1,138 bought 169 801 sold
Active managers and hedge funds 53 bought · 63 sold · −7.7M
Index fund managers 8 bought · 4 sold · −2.0M
Other institutions 1,077 bought · 734 sold · +4.8M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | +4.0M +65.9% | 10.1M | $3.1B |
| Nuveen, LLC | +1.4M +54.0% | 4.1M | $1.4B |
| Pictet Asset Management Holding SA | +1.4M +298.8% | 1.9M | $628M |
| Jennison Associates LLC Active manager | +1.3M +112604.7% | 1.3M | $444M |
| Price T Rowe Associates Inc Active manager | +1.2M +15.9% | 9.1M | $3.1B |
| Marshall Wace, LLP Hedge fund | +909K +2208.4% | 950K | $318M |
| Millennium Management LLC Hedge fund | +738K +4123.8% | 756K | $253M |
| Barclays PLC | +716K +94.0% | 1.5M | $495M |
| State Street Corp Index funds | +705K +4.5% | 16.5M | $5.5B |
| Goldman Sachs Group Inc | +659K +25.6% | 3.2M | $1.1B |
| Wellington Management Group LLP Active manager | +468K +14.1% | 3.8M | $1.3B |
| HRT Financial LP | +444K New position | 444K | $149M |
| Tidal Investments LLC | +366K +114.3% | 685K | $230M |
| Nordea Investment Management AB | +360K +85.4% | 782K | $253M |
| Marex Group Ltd | +298K +125.5% | 535K | $179M |
| Winslow Capital Management, LLC Active manager | +298K +34.4% | 1.2M | $389M |
| Alyeska Investment Group, L.P. Hedge fund | +286K New position | 286K | $95.7M |
| Vontobel Holding Ltd. | +280K +169.8% | 446K | $149M |
| Morgan Stanley | +239K +3.6% | 6.9M | $2.3B |
| Vanguard Capital Management LLC Index funds | +230K +0.9% | 25.1M | $8.4B |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jennison Associates LLC Active manager | +1.3M +112604.7% | 1.3M | $444M |
| Price T Rowe Associates Inc Active manager | +1.2M +15.9% | 9.1M | $3.1B |
| Marshall Wace, LLP Hedge fund | +909K +2208.4% | 950K | $318M |
| Millennium Management LLC Hedge fund | +738K +4123.8% | 756K | $253M |
| Wellington Management Group LLP Active manager | +468K +14.1% | 3.8M | $1.3B |
| Winslow Capital Management, LLC Active manager | +298K +34.4% | 1.2M | $389M |
| Alyeska Investment Group, L.P. Hedge fund | +286K New position | 286K | $95.7M |
| Capital International Investors Active manager | +177K New position | 177K | $59.4M |
| Citadel Advisors LLC Hedge fund | +170K +160.0% | 276K | $92.4M |
| Jupiter Asset Management Ltd Active manager | +93K New position | 93K | $31M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership Hedge fund | −2.4M −89.6% | 281K | $94M |
| Geode Capital Management, LLC Index funds | −1.9M −17.0% | 9.0M | $3B |
| UBS Group AG | −1.8M −33.5% | 3.6M | $1.2B |
| Blackrock, Inc. Index funds | −1.3M −3.5% | 35.9M | $12B |
| FMR LLC Active manager | −1.1M −20.6% | 4.3M | $1.4B |
| Alkeon Capital Management LLC Hedge fund | −1.1M −43.2% | 1.4M | $476M |
| Invesco Ltd. | −1.0M −15.4% | 5.5M | $1.9B |
| Renaissance Technologies LLC Hedge fund | −937K −96.8% | 31K | $10.3M |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −912K Sold out | 0 | — |
| Westfield Capital Management Co LP Active manager | −867K −45.1% | 1.1M | $353M |
| Clearbridge Investments, LLC Active manager | −763K −29.2% | 1.9M | $620M |
| Darsana Capital Partners LP Hedge fund | −755K −75.5% | 245K | $82M |
| Raymond James Financial Inc | −697K −35.5% | 1.3M | $424M |
| 1832 Asset Management L.P. | −634K −97.5% | 16K | $5.4M |
| Polar Capital Holdings PLC Active manager | −570K −37.0% | 971K | $325M |
| Value Aligned Research Advisors, LLC | −502K −25.9% | 1.4M | $481M |
| Federated Hermes, Inc. Active manager | −486K −27.4% | 1.3M | $430M |
| Schroder Investment Management Group Active manager | −451K −21.8% | 1.6M | $543M |
| Squarepoint Ops LLC Hedge fund | −393K −90.1% | 43K | $14.4M |
| Franklin Resources Inc Active manager | −385K −29.7% | 912K | $305M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership Hedge fund | −2.4M −89.6% | 281K | $94M |
| FMR LLC Active manager | −1.1M −20.6% | 4.3M | $1.4B |
| Alkeon Capital Management LLC Hedge fund | −1.1M −43.2% | 1.4M | $476M |
| Renaissance Technologies LLC Hedge fund | −937K −96.8% | 31K | $10.3M |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | −912K Sold out | 0 | — |
| Westfield Capital Management Co LP Active manager | −867K −45.1% | 1.1M | $353M |
| Clearbridge Investments, LLC Active manager | −763K −29.2% | 1.9M | $620M |
| Darsana Capital Partners LP Hedge fund | −755K −75.5% | 245K | $82M |
| Polar Capital Holdings PLC Active manager | −570K −37.0% | 971K | $325M |
| Federated Hermes, Inc. Active manager | −486K −27.4% | 1.3M | $430M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| HRT Financial LP | 444K | $149M |
| Alyeska Investment Group, L.P.Hedge fund | 286K | $95.7M |
| Capital International InvestorsActive manager | 177K | $59.4M |
| Life Cycle Investment Partners Ltd | 103K | $34.5M |
| Jupiter Asset Management LtdActive manager | 93K | $31M |
| Susquehanna Fundamental Investments, LLC | 81K | $27.2M |
| Atalanta Sosnoff Capital, LLCActive manager | 81K | $27.2M |
| Clarity Financial LLC | 73K | $24.3M |
| Incline Global Management LLC | 56K | $18.8M |
| Y-Intercept (Hong Kong) Ltd | 48K | $15.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLCActive manager | 912K | $229M |
| Voloridge Investment Management, LLCHedge fund | 157K | $39.4M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 105K | $26.4M |
| Clearfield Capital Management LP | 83K | $20.9M |
| Silvant Capital Management LLC | 77K | $19.3M |
| Alberta Investment Management Corp | 64K | $16M |
| Vaughan Nelson Investment Management, L.P.Active manager | 55K | $13.8M |
| M37 Management LP | 50K | $12.5M |
| Virtus Wealth Solutions LLC | 45K | $11.2M |
| Ellsworth Advisors, LLC | 35K | $8.8M |
Who holds the shares
- Institutions reporting
- 2,035
- Ten largest holders
- 45.8% of 13F-reported shares
- Index fund managers
- 36.3% of 13F-reported shares
- Active managers and hedge funds
- 15.1% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 53 | 63 | 19 | 11 | −7.7M | −13.9% |
| Index fund managers | 8 | 4 | 0 | 0 | −2.0M | −1.8% |
| Other institutions | 1,077 | 734 | 299 | 95 | +4.8M | +3.4% |