Ranked by reported Q2 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. | 18.3M | $147.5M | +13.8% | 6.560% | 0.16% |
| 2 | Triata Capital Ltd | 11.8M | $94.6M | +5.1% | 4.208% | 16.08% |
| 3 | Blackstone Inc. | 10.4M | $83.6M | 0.0% | 3.721% | 0.21% |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 9.7M | $77.7M | +64.9% | 3.458% | 0.09% |
| 5 | CITADEL ADVISORS LLC | 9.2M | $74.3M | +284.2% | 3.306% | 0.00% |
| 6 | MILLENNIUM MANAGEMENT LLC | 8.8M | $70.5M | +68.5% | 3.137% | 0.03% |
| 7 | NORGES BANK | 8.5M | $68.6M | — | 3.050% | 0.01% |
| 8 | MORGAN STANLEY | 7.9M | $63.3M | +11.1% | 2.817% | 0.00% |
| 9 | UBS Group AG | 5.6M | $45.1M | -10.3% | 2.006% | 0.01% |
| 10 | Carmignac Gestion | 4.8M | $38.1M | — | 1.703% | 0.49% |
| 11 | BlackRock, Inc. | 3.9M | $31.5M | +9.8% | 1.402% | 0.00% |
| 12 | JANE STREET GROUP, LLC | 3.5M | $28.4M | +476.9% | 1.265% | 0.00% |
| 13 | D. E. Shaw & Co., Inc. | 3.5M | $28.4M | +27.2% | 1.263% | 0.01% |
| 14 | Temasek Holdings (Private) Ltd | 3.5M | $28.3M | +143.8% | 1.261% | 0.08% |
| 15 | Oasis Management Co Ltd. | 3.4M | $27.7M | -25.3% | 1.234% | 1.48% |
| 16 | HSBC HOLDINGS PLC | 3.4M | $27.2M | +726.4% | 1.227% | 0.01% |
| 17 | BANK OF AMERICA CORP /DE/ | 3.4M | $27.2M | +426.3% | 1.210% | 0.00% |
| 18 | Pinpoint Asset Management (Singapore) Pte. Ltd. | 3.4M | $27.1M | +6381.9% | 1.205% | 5.50% |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.2M | $25.7M | +22.1% | 1.145% | 0.01% |
| 20 | Senvest Management, LLC | 3.1M | $24.9M | +11.5% | 1.109% | 0.73% |
| 21 | Tiger Pacific Capital LP | 2.9M | $23.4M | +279.8% | 1.041% | 10.72% |
| 22 | GOLDMAN SACHS GROUP INC | 2.6M | $21.0M | -44.5% | 0.934% | 0.00% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.6M | $20.9M | +134.1% | 0.931% | 0.00% |
| 24 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $16.4M | +0.1% | 0.731% | 0.00% |
| 25 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 2.0M | $16.0M | +219.6% | 0.713% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VNET — a direct measure of their conviction.
Filings activity in VNET during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 160 | 17% | 62.29% | +9.82 pp | $1.40B | +14% |
| Q1 2026 | 193 | +16% | 52.47% | +4.68 pp | $1.23B | +8.9% |
| Q4 2025 | 166 | 4.0% | 47.79% | 0.67 pp | $1.13B | 20% |
| Q3 2025 | 173 | +15% | 48.46% | +1.07 pp | $1.41B | +70% |
| Q2 2025 | 150 | 5.7% | 47.39% | 152.60 pp | $828M | 81% |
| Q1 2025 | 159 | +50% | 199.99% | +96.41 pp | $4.26B | +240% |
| Q4 2024 | 106 | +38% | 103.58% | 96.41 pp | $1.25B | 85% |
| Q3 2024 | 77 | — | 199.99% | — | $8.21B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying VNET stock.
Based on Q2 2026 13F filings, institutional ownership of VNET Group, Inc. stands at 62.3%, held across 160 reporting institutions.
Point72 Asset Management, L.P. is the largest reported institutional holder of VNET, with approximately 18,340,361 shares worth $0.15B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of VNET, including Point72 Asset Management, L.P., CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, JANE STREET GROUP, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for VNET is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in VNET during Q2 2026, while 62 fully exited. 52 added to existing positions and 74 trimmed.
VNET institutional ownership rose by 9.82 percentage points quarter-over-quarter, with a net change of -33 holders.
The top 10 institutions account for 54.7% of all reported 13F value in VNET, and the top 25 account for 81.6%.
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