Meiji Yasuda Asset Management Reduces Stake in Vertiv Holdings

Asset management firm cuts position in data center infrastructure company

Published on Mar. 8, 2026

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Meiji Yasuda Asset Management Co Ltd. has reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 5.8% in the third quarter, according to a recent SEC filing. The firm now owns 38,942 shares of the data center infrastructure company's stock, valued at $5.875 million.

Why it matters

Vertiv is a major player in the critical digital infrastructure and continuity solutions market, serving data centers, communication networks, and industrial customers. Changes in institutional ownership can signal shifts in investor sentiment around the company's prospects.

The details

Meiji Yasuda Asset Management sold 2,411 shares of Vertiv during the third quarter, reducing its total position to 38,942 shares. The firm cited portfolio rebalancing as the reason for the stake reduction. Vertiv's stock has seen significant gains over the past year, rising from around $53 per share to a 52-week high of $264.86.

  • Meiji Yasuda Asset Management filed its Q3 2026 SEC disclosure on March 8, 2026.
  • The firm reduced its Vertiv stake during the third quarter of 2026.

The players

Meiji Yasuda Asset Management Co Ltd.

A Japanese asset management firm that has reduced its position in Vertiv Holdings.

Vertiv Holdings Co.

A global provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and industrial customers.

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The takeaway

Meiji Yasuda's stake reduction in Vertiv suggests some institutional investors may be taking profits after the stock's strong run-up over the past year. However, Vertiv remains a major player in the growing data center infrastructure market, and changes in institutional ownership do not necessarily reflect the company's long-term fundamentals or growth prospects.