Vertiv Holdings Co
MX ˙ BMV ˙ US92537N1081
SecurityMX:VRT / Vertiv Holdings Co
InstitutionLegal & General Group Plc
Latest Disclosed Ownership2,115,523 shares
Latest Disclosed Value $ 530,107,754
Legal & General Group Plc reports 3.89% increase in ownership of VRT / Vertiv Holdings Co

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 2,115,523 shares of Vertiv Holdings Co (MX:VRT) valued at $530,107,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,036,275 shares of Vertiv Holdings Co. This represents a change in shares of 3.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 2,115,523 79,248 3.89 530,108 60.69 0.0657
2026-02-09 2025-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 2,036,275 -74,577 -3.53 329,897 3.60 0.0732
2025-11-13 2025-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 2,110,852 104,921 5.23 318,443 23.63 0.0714
2025-08-12 2025-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 2,005,931 259,965 14.89 257,582 104.34 0.0639
2025-05-15 2025-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 1,745,966 80,926 4.86 126,059 -33.36 0.0343
2025-02-13 2024-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 1,665,040 235,801 16.50 189,165 33.03 0.0501
2025-02-28 2024-09-30 13F/A-2 VERTIV HOLDINGS COM CL A 92537N108 1,429,239 576,592 67.62 142,195 92.64 0.0374
2024-11-14 2024-09-30 13F/A-1 VERTIV HOLDINGS COM CL A 92537N108 1,900,994 579,592 189,130 0.0394
2024-11-14 2024-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 1,900,994 579,592 189,130 0.0394
2025-05-29 2024-06-30 13F/A-1 VERTIV HOLDINGS COM CL A 92537N108 852,647 46,615 5.78 73,814 12.08 0.0209
2024-08-14 2024-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 1,321,402 49,015 114,394 0.0256
2025-05-29 2024-03-31 13F/A-2 VERTIV HOLDINGS COM CL A 92537N108 806,032 198,367 32.64 65,857 125.64 0.0190
2024-07-01 2024-03-31 13F/A-1 VERTIV HOLDINGS COM CL A 92537N108 1,272,387 375,806 103,944 0.0243
2024-05-14 2024-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 1,272,387 375,806 103,944 0.0125
2025-05-29 2023-12-31 13F/A-1 VERTIV HOLDINGS COM CL A 92537N108 607,665 292,133 92.58 29,187 148.67 0.0091
2024-02-15 2023-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 896,581 581,049 43,063 0.0110
2023-11-14 2023-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 315,532 25,039 8.62 11,738 63.13 0.0041
2023-08-14 2023-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 290,493 5,137 1.80 7,196 76.22 0.0023
2023-05-15 2023-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 285,356 28,495 11.09 4,083 16.39 0.0015
2023-02-14 2022-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 256,861 -12,241 -4.55 3,509 34.10 0.0013
2022-11-14 2022-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 269,102 -13,264 -4.70 2,616 12.71 0.0010
2022-08-22 2022-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 282,366 -8,201 -2.82 2,321 -42.94 0.0008
2022-05-16 2022-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 290,567 -43,732 -13.08 4,068 -51.27 0.0012
2022-02-14 2021-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 334,299 59,701 21.74 8,348 26.20 0.0025
2021-11-15 2021-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 274,598 48,222 21.30 6,615 7.04 0.0022
2021-08-12 2021-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 226,376 75,927 50.47 6,180 105.38 0.0021
2021-05-17 2021-03-31 13F VERTIV HOLDINGS COM CL A 92537N108 150,449 109,321 265.81 3,009 292.31 0.0011
2021-02-12 2020-12-31 13F VERTIV HOLDINGS COM CL A 92537N108 41,128 -38,931 -48.63 767 -44.70 0.0003
2020-11-13 2020-09-30 13F VERTIV HOLDINGS COM CL A 92537N108 80,059 1,460 1.86 1,387 30.11 0.0006
2020-08-14 2020-06-30 13F VERTIV HOLDINGS COM CL A 92537N108 78,599 78,599 1,066 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.