Barrow Hanley Mewhinney & Strauss LLC Reduces Stake in Vertiv Holdings Co.

Institutional investor lowers position in data center infrastructure company

Published on Mar. 11, 2026

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Barrow Hanley Mewhinney & Strauss LLC, a major institutional investor, has reduced its stake in Vertiv Holdings Co. (NYSE:VRT) by 36.9% during the third quarter, according to a recent SEC filing. The firm now owns approximately 3.6 million shares of the data center infrastructure company, valued at $543.7 million.

Why it matters

Vertiv is a leading provider of critical digital infrastructure and continuity solutions for data centers, communication networks, and commercial/industrial environments. Changes in ownership by major institutional investors can signal shifts in market sentiment and future performance expectations for the company.

The details

According to the SEC filing, Barrow Hanley Mewhinney & Strauss LLC sold 2,108,284 shares of Vertiv during the third quarter, reducing its total position to 3,603,977 shares. The firm now owns approximately 0.94% of Vertiv's outstanding stock. The sale comes as Vertiv has seen increased analyst attention and price target upgrades ahead of its upcoming inclusion in the S&P 500 index.

  • Barrow Hanley Mewhinney & Strauss LLC reduced its Vertiv stake during the third quarter of 2026.
  • Vertiv is set to be added to the S&P 500 index in the near future.

The players

Barrow Hanley Mewhinney & Strauss LLC

A major institutional investment management firm that previously owned a significant stake in Vertiv Holdings Co.

Vertiv Holdings Co.

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

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What’s next

Vertiv's upcoming inclusion in the S&P 500 index is expected to drive increased institutional investment and buying pressure for the stock.

The takeaway

The reduction in Barrow Hanley Mewhinney & Strauss LLC's Vertiv position, while notable, does not necessarily signal broader concerns about the company's fundamentals or outlook. The stock's pending S&P 500 addition appears to be the primary near-term catalyst driving increased institutional interest and potential future gains.