VNET — VNET GROUP INC
As of Q2 2026, 32 SEC-registered investment managers reported holding VNET (VNET GROUP INC) in their latest 13F filings, with a combined reported value of $647.01M across 135.24M shares. That is -1.1% by share count (-1.51M shares) versus the previous quarter, while reported value moved +13.4%. Ownership is concentrated: the five largest holders account for 56.8% of reported value and the top ten for 78.6%.
Compared with the prior quarter, 4 opened new positions, 13 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
VNET is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Point72 Asset Management history | Q2 2026 | 18.34M | $147.46M | 0.17% | Add |
| Citadel Advisors history | Q2 2026 | 9.24M | $74.31M | 0.01% | Add |
| Norges Bank Investment Management history | Q2 2026 | 8.53M | $68.56M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 5.61M | $45.09M | 0.01% | Reduce |
| Davidson Kempner Capital Management history | Q2 2026 | 27.50M | $31.88M | 0.42% | Add |
| BlackRock Inc history | Q2 2026 | 3.92M | $31.51M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 3.53M | $28.39M | 0.01% | Add |
| Temasek Holdings history | Q2 2026 | 3.53M | $28.34M | 0.08% | Add |
| Bank of America Corp history | Q2 2026 | 3.38M | $27.19M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 3.20M | $25.74M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 2.52M | $21.30M | 0.00% | Hold |
| Principal Global Investors history | Q4 2021 | 2.33M | $21.03M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.61M | $20.99M | 0.00% | Reduce |
| Moore Capital Management history | Q2 2026 | 17.50M | $20.42M | 0.32% | Reduce |
| Millennium Management history | Q2 2026 | 17.00M | $19.63M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q3 2025 | 1.65M | $17.01M | 0.00% | Hold |
| Farallon Capital Management history | Q2 2026 | 1.99M | $16.02M | 0.07% | Add |
| Balyasny Asset Management history | Q2 2026 | 1.59M | $12.79M | 0.02% | Reduce |
| CPP Investments history | Q2 2025 | 1.46M | $10.09M | 0.01% | Reduce |
| Fidelity International (FIL) history | Q2 2026 | 1.00M | $8.07M | 0.01% | Hold |
New Positions (Q2 2026)
- Renaissance Technologies 768.90K sh · $6.18M
- Greenwoods Asset Management 648.50K sh · $5.21M
- JPMorgan Chase & Co 11.88K sh · $89.21K
- Lazard Asset Management 1 sh · $8
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 215.23K sh · $1.81M
- Hillhouse Capital (HHLR Advisors) sold 65.10K sh · $546.19K
- PNC Financial Services sold 100 sh · $839
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Point72 Asset Management | 1.51M | 158.30K | 900 | 900 | 54.90K | 186.30K | — | 180.10K | 9.14K | — | — | 3.10K | — | 425.90K | 8.39M | 2.27M | 3.63M | 11.75M | 16.11M | 18.34M |
| Citadel Advisors | 253.92K | 375.61K | 160.33K | 41.32K | 838.64K | 658.41K | 1.24M | 310.59K | 243.36K | 489.21K | 420.77K | 298.79K | 741.43K | 1.63M | 1.43M | 1.17M | 1.04M | 1.02M | 2.41M | 9.24M |
| Norges Bank Investment Management | — | — | — | — | — | 695.68K | — | — | — | 360.27K | — | 360.27K | — | 360.27K | — | 7.85M | — | 7.76M | — | 8.53M |
| UBS Group AG | 233.78K | 210.64K | 12.33K | 858.04K | 1.06M | 903.21K | 813.84K | 815.65K | 813.84K | 846.49K | 784.84K | 982.47K | 847.55K | 1.71M | 8.06M | 2.47M | 4.28M | 3.33M | 6.25M | 5.61M |
| Davidson Kempner Capital Management | 424.99K | 424.99K | 424.99K | 424.99K | 424.99K | 424.99K | 424.99K | 424.99K | 699.99K | 699.99K | 1.30M | 1.30M | — | — | — | — | — | — | 25.00M | 27.50M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 2.29M | 2.15M | 1.46M | 1.83M | 3.52M | 3.40M | 3.57M | 3.92M |
| D. E. Shaw & Co | 28.30K | 55.84K | 357.50K | 204.53K | — | — | 48.53K | 5.99M | 17.75M | 27.00M | 219.30K | — | — | 1.52M | 2.90M | 1.28M | — | 298.27K | 2.78M | 3.53M |
| Temasek Holdings | 2.48M | 2.48M | 2.48M | — | — | — | — | — | — | — | — | — | — | — | — | — | 298.80K | 3.25M | 1.45M | 3.53M |
| Bank of America Corp | 211.81K | 189.73K | 246.05K | 2.79M | 2.40M | 438.30K | 2.94M | 4.19K | 4.32K | 4.25K | 2.02K | 3.70K | 168.79K | 1.20M | 663.47K | 2.58M | 162.09K | 556.83K | 642.61K | 3.38M |
| Manulife Financial | 17.00K | 16.00K | — | 200.00K | — | — | — | — | — | — | — | — | — | — | — | 1.10M | 2.19M | 2.18M | 2.62M | 3.20M |
| Goldman Sachs Group | 605.23K | 2.55M | 2.88M | 1.21M | 1.24M | 2.45M | 3.60M | 385.00K | 439.20K | 437.60K | — | 308.68K | 1.05M | 1.54M | 3.17M | 693.64K | 602.16K | 341.74K | 4.70M | 2.61M |
| Moore Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 30.50M | 17.50M |
| Millennium Management | — | 29.40K | 243.92K | 857.90K | 1.16M | 13.82K | 3.11M | 2.50M | 2.50M | 1.04M | 1.57M | 2.97M | 5.40M | 5.58M | 2.68M | 305.47K | 2.78M | 3.73M | 22.00M | 17.00M |
| Farallon Capital Management | — | — | 32.78M | 72.25M | 825.00K | 1.77M | 1.77M | 1.77M | 1.77M | 1.77M | 650.00K | 650.00K | 650.00K | 650.00K | 2.44M | 2.99M | 5.49M | 6.29M | 623.35K | 1.99M |
| Balyasny Asset Management | 490.57K | 860.09K | 767.60K | 463.87K | 708.67K | 300.00K | 346.72K | 1.20M | 1.36M | 472.30K | 877.26K | — | — | — | 2.12M | 3.26M | 4.79M | 4.05M | 6.79M | 1.59M |
| Fidelity International (FIL) | 4.54M | 5.94M | 13.73M | 12.69M | 13.50M | 14.29M | 14.28M | 14.33M | 13.32M | 13.67M | 13.42M | 16.05M | 16.05M | 5.97M | 1.40M | 1.40M | 1.21M | 1.14M | 1.00M | 1.00M |
| Citigroup Inc | 161.73K | 653.27K | 57.00K | 257.00K | 200.00K | 200.00K | 200.00K | 40.19K | 32.40K | 32.95K | 45.05K | 33.25K | 35.37K | 50.82K | 32.87K | 39.31K | 63.21K | 1.75M | 3.11M | 956.29K |
| Renaissance Technologies | — | 326.07K | 759.97K | — | — | — | — | — | 272.83K | — | — | — | — | 52.70K | 965.68K | 1.40M | 308.77K | — | — | 768.90K |
| Deutsche Bank AG | 339.94K | 331.24K | 84.81K | 777.00K | 465.95K | 1.35M | 1.35M | 1.35M | 1.00M | 5.89K | 11.26K | — | — | — | 86.12K | 129.10K | 100.92K | 458.77K | 597.23K | 697.66K |
| Greenwoods Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 648.50K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details