Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in VNET held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | 16.1M | $135.2M | +37.1% | 5.878% | 0.19% |
| 2 | Triata Capital Ltd | 11.2M | $93.9M | -10.5% | 4.081% | 17.01% |
| 3 | Blackstone Inc | 10.4M | $87.3M | 0.0% | 3.795% | 0.36% |
| 4 | MORGAN STANLEY | 7.1M | $59.5M | -31.4% | 2.587% | 0.00% |
| 5 | BALYASNY ASSET MANAGEMENT LLC | 6.8M | $57.0M | +67.6% | 2.478% | 0.20% |
| 6 | UBS Group AG | 6.3M | $52.5M | +87.9% | 2.282% | 0.01% |
| 7 | DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 6.0M | $50.4M | -4.9% | 2.192% | 2.62% |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5.9M | $49.2M | +53.1% | 2.138% | 0.07% |
| 9 | MILLENNIUM MANAGEMENT LLC | 5.2M | $43.7M | β | 1.898% | 0.03% |
| 10 | GOLDMAN SACHS GROUP INC | 4.7M | $39.5M | +1276.1% | 1.716% | 0.00% |
| 11 | Oasis Management Co Ltd. | 4.6M | $38.8M | +33.9% | 1.685% | 7.01% |
| 12 | BlackRock, Inc. | 3.6M | $29.9M | +4.9% | 1.302% | 0.00% |
| 13 | CITIGROUP INC | 3.1M | $26.1M | +77.6% | 1.135% | 0.01% |
| 14 | Senvest Management, LLC | 2.8M | $23.3M | +211.7% | 1.014% | 0.77% |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.6M | $22.0M | +20.3% | 0.957% | 0.02% |
| 16 | CITADEL ADVISORS LLC | 2.4M | $20.2M | +136.0% | 0.878% | 0.01% |
| 17 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $17.1M | β | 0.745% | 0.00% |
| 18 | Qube Research & Technologies Ltd | 1.7M | $14.5M | β | 0.630% | 0.02% |
| 19 | Carrhae Capital LLP | 1.5M | $12.7M | β | 0.552% | 0.85% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $12.3M | +16.6% | 0.536% | 0.00% |
| 21 | Capital International Investors | 1.5M | $12.2M | β | 0.530% | 0.00% |
| 22 | Temasek Holdings (Private) Ltd | 1.4M | $12.1M | -55.5% | 0.527% | 0.04% |
| 23 | KADENSA CAPITAL Ltd | 1.4M | $12.0M | β | 0.523% | 1.68% |
| 24 | TWO SIGMA INVESTMENTS, LP | 1.4M | $11.8M | β | 0.514% | 0.01% |
| 25 | AMERICAN CENTURY COMPANIES INC | 1.4M | $11.7M | -1.1% | 0.510% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in VNET β a direct measure of their conviction.
Filings activity in VNET during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new VNET position in Q1 2026
Institutions that fully closed their VNET position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 183 | +16% | 48.83% | +4.83 pp | $1.19B | +11% |
| Q4 2025 | 158 | 3.1% | 44.00% | 9.90 pp | $1.07B | 18% |
| Q3 2025 | 163 | +8.7% | 53.90% | +19.86 pp | $1.31B | +58% |
| Q2 2025 | 150 | 5.7% | 34.04% | 141.11 pp | $828M | 81% |
| Q1 2025 | 159 | +50% | 175.15% | +123.65 pp | $4.26B | +240% |
| Q4 2024 | 106 | +38% | 51.50% | 148.49 pp | $1.25B | 85% |
| Q3 2024 | 77 | +4.1% | 199.99% | +194.01 pp | $8.21B | +5544% |
| Q2 2024 | 74 | β | 5.98% | β | $145M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VNET stock.
Based on Q1 2026 13F filings, institutional ownership of VNET Group, Inc. stands at 48.8%, held across 183 reporting institutions.
Point72 Asset Management, L.P. is the largest reported institutional holder of VNET, with approximately 16,113,395 shares worth $0.14B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of VNET, including Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for VNET is 79 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in VNET during Q1 2026, while 36 fully exited. 61 added to existing positions and 59 trimmed.
VNET institutional ownership rose by 4.83 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 56.3% of all reported 13F value in VNET, and the top 25 account for 79.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
VNET Group, Inc. (VNET) Institutional Ownership