Vertiv Holdings Co Ownership

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

Recent Insider Transactions

NYSE:VRT Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 24	SellUS$2,202,875	Stephen Liang	Individual	16,757	US$131.46
22 Nov 24	SellUS$4,373,150	Anand Sanghi	Individual	30,914	US$141.46
20 Nov 24	SellUS$13,650,397	Steven Reinemund	Individual	100,000	US$140.00
15 May 24	SellUS$5,194,802	Roger Fradin	Individual	50,000	US$103.91
04 May 24	SellUS$63,053	Yibin Cui	Individual	668	US$94.39
01 Mar 24	SellUS$1,338,284	Stephen Liang	Individual	18,972	US$70.54

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	161,035	0.0429%
Individual Insiders	1,611,771	0.429%
Private Companies	5,097,894	1.36%
General Public	37,546,423	10%
Institutions	330,918,869	88.2%

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

Top Shareholders

Top 25 shareholders own 50.8% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.88%	BlackRock, Inc.	37,077,091	US$4.5b	8.63%	0.07%
9.35%	The Vanguard Group, Inc.	35,111,309	US$4.2b	4.35%	0.06%
3.36%	JP Morgan Asset Management	12,607,026	US$1.5b	-10.2%	0.16%
2.88%	FMR LLC	10,808,331	US$1.3b	-52.2%	0.07%
2.31%	Invesco Ltd.	8,663,502	US$1.0b	1.54%	0.27%
2.06%	Coatue Management, L.L.C.	7,716,123	US$926.2m	-14.7%	3.08%
2.03%	State Street Global Advisors, Inc.	7,635,081	US$916.5m	4.21%	0.03%
1.78%	Perpetual Limited	6,678,895	US$801.7m	22.6%	2.21%
1.59%	Geode Capital Management, LLC	5,951,784	US$714.5m	7.36%	0.05%
1.36%	Powerbar Limited	5,097,894	US$612.0m	-25.9%	no data
1.23%	Jennison Associates LLC	4,600,415	US$552.2m	10,800%	0.3%
1.15%	Norges Bank Investment Management	4,302,407	US$516.5m	0%	0.04%
1.04%	Wellington Management Group LLP	3,915,446	US$470.0m	271%	0.07%
1.02%	Massachusetts Financial Services Company	3,824,549	US$459.1m	0%	0.09%
1.01%	Amundi Asset Management SAS	3,806,126	US$456.9m	440%	0.09%
0.96%	Westfield Capital Management Company, L.P.	3,611,566	US$433.5m	1.14%	1.8%
0.95%	Baron Capital Group, Inc.	3,550,000	US$426.1m	-6.58%	0.95%
0.93%	Merrill Lynch & Co. Inc., Banking Investments	3,498,925	US$420.0m	51.4%	0.15%
0.93%	ClearBridge Investments, LLC	3,480,265	US$417.8m	36.3%	0.29%
0.89%	Managed Account Advisors LLC	3,358,784	US$403.2m	24.6%	0.08%
0.88%	Fred Alger Management, LLC	3,320,425	US$398.6m	24.5%	1.68%
0.86%	Columbia Management Investment Advisers, LLC	3,211,945	US$385.6m	-5.24%	0.08%
0.81%	UBS Asset Management AG	3,035,337	US$364.4m	8.86%	0.03%
0.8%	Janus Henderson Group plc	3,009,947	US$361.3m	-8.65%	0.14%
0.75%	Viking Global Investors LP	2,813,448	US$337.7m	308%	1.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 01:48
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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 here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Vertiv Holdings Co is covered by 20 analysts. 18 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