Vertiv Holdings Co Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:VRT * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 24	SellMex$45,653,708	Stephen Liang	Individual	16,757	Mex$2,724.46
22 Nov 24	SellMex$89,630,772	Anand Sanghi	Individual	30,914	Mex$2,899.36
20 Nov 24	SellMex$277,096,230	Steven Reinemund	Individual	100,000	Mex$2,842.01
15 May 24	SellMex$86,709,551	Roger Fradin	Individual	50,000	Mex$1,734.45
04 May 24	SellMex$1,072,794	Yibin Cui	Individual	668	Mex$1,605.98
01 Mar 24	SellMex$22,779,465	Stephen Liang	Individual	18,972	Mex$1,200.69

Insider Trading Volume

Insider Buying: VRT * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of VRT *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	161,795	0.0425%
Individual Insiders	1,257,320	0.33%
Private Companies	5,100,548	1.34%
General Public	55,329,557	14.5%
Institutions	318,854,754	83.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 49.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.55%	The Vanguard Group, Inc.	36,356,089	Mex$81.7b	3.55%	0.05%
8.95%	BlackRock, Inc.	34,054,250	Mex$76.6b	-8.15%	0.06%
2.92%	JP Morgan Asset Management	11,106,397	Mex$25.0b	-11.9%	0.12%
2.66%	FMR LLC	10,110,860	Mex$22.7b	-6.45%	0.06%
2.06%	State Street Global Advisors, Inc.	7,832,984	Mex$17.6b	2.59%	0.03%
2.04%	Jennison Associates LLC	7,754,347	Mex$17.4b	68.6%	0.46%
1.74%	Invesco Ltd.	6,609,359	Mex$14.9b	-23.7%	0.18%
1.67%	Coatue Management, L.L.C.	6,375,917	Mex$14.3b	-17.4%	2.07%
1.59%	Geode Capital Management, LLC	6,050,965	Mex$13.6b	1.67%	0.04%
1.41%	UBS Asset Management AG	5,378,709	Mex$12.1b	77.2%	0.05%
1.38%	Massachusetts Financial Services Company	5,258,157	Mex$11.8b	37.5%	0.12%
1.34%	Powerbar Limited	5,097,894	Mex$11.5b	-25.9%	no data
1.29%	Wellington Management Group LLP	4,905,807	Mex$11.0b	25.3%	0.08%
1.23%	Morgan Stanley, Investment Banking and Brokerage Investments	4,673,235	Mex$10.5b	66.7%	0.05%
1.13%	Merrill Lynch & Co. Inc., Banking Investments	4,307,781	Mex$9.7b	23.1%	0.16%
0.99%	Managed Account Advisors LLC	3,784,262	Mex$8.5b	12.7%	0.07%
0.98%	Westfield Capital Management Company, L.P.	3,720,010	Mex$8.4b	3%	1.66%
0.96%	ClearBridge Investments, LLC	3,647,326	Mex$8.2b	4.8%	0.29%
0.93%	Amundi Asset Management SAS	3,538,056	Mex$8.0b	-7.04%	0.07%
0.91%	Norges Bank Investment Management	3,448,439	Mex$7.8b	-19.9%	0.03%
0.88%	Arrowstreet Capital, Limited Partnership	3,336,862	Mex$7.5b	137%	0.26%
0.87%	American Century Investment Management Inc	3,322,527	Mex$7.5b	19.4%	0.16%
0.77%	Fred Alger Management, LLC	2,923,515	Mex$6.6b	-12%	1.4%
0.76%	Raymond James Financial Inc., Asset Management Arm	2,900,612	Mex$6.5b	365%	0.07%
0.72%	Baron Capital Group, Inc.	2,750,000	Mex$6.2b	-22.5%	0.69%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/19 11:51
End of Day Share Price	2025/02/19 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

Vertiv Holdings Co is covered by 20 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Julian Mitchell	Barclays
Andrew Obin	BofA Global Research
Jonathan Sakraida	CFRA Equity Research