Who owns VNET Group (VNET)?
70 holders named in SEC filings declare between 105.3% and 118.7% of VNET Group's shares outstanding, as of Sep 21, 2026. The largest are PJ Millennium Limited Partnership (38.1%), Sheng Chen (24.8%) and Point72 (6.8%); the five largest hold 77.6% together. Another 91 institutions hold small positions worth 1.1%. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 14.9% and sold 11.7% of the shares, a net purchase of 3.2%; 25 opened a position, 62 added, 44 reduced and 61 sold out. Biggest buyers: Carmignac Gestion (+4.4M shares) and Mirae Asset (+3.8M shares). Biggest sellers: DISCOVERY CAPITAL MANAGEMENT, LLC / CT (-6.0M) and Balyasny (-5.3M). Schedule 13D/G filings since Mar 31, 2026: PJ Millennium Limited Partnership raised its stake to 38.1% on Sep 21, 2026, Sheng Chen cut its stake to 24.8% on Sep 21, 2026 and Point72 Asset Management, L.P. raised its stake to 6.6% on Jun 30, 2026. Directors and officers, from their latest Form 4: Yoshihisa UENO (0.34%). Over time, 153 managers declared VNET Group in their 13F for Q2 2026, against 64 for Q4 2019: together at most 60.3% of the shares outstanding, against 42.0%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| PJ Millennium Limited Partnership | 13D | 38.1% | Sep 21, 2026 | — |
| Sheng Chen | 13D | 24.8% | Sep 21, 2026 | — |
| Point72 | 13F | 6.8% | Jun 30, 2026 | Q4 2024 |
| Triata Capital Ltd | 13F | 4.3% | Jun 30, 2026 | Q4 2024 |
| Mirae Asset | 13F | 3.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Millennium | 13F | 3.2% | Jun 30, 2026 | Q4 2021 |
| Norges Bank | 13F | 3.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Morgan Stanley | 13F | 2.9% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Infini Capital Management Ltd | 13F | 1.8% | Jun 30, 2026 | Q3 2024 |
| Carmignac Gestion | 13F | 1.8% | Jun 30, 2026 | Q1 2025 |
| BlackRock | 13F | 1.4% | Jun 30, 2026 | Q4 2019 or earlier |
| D. E. Shaw | 13F | 1.3% | Jun 30, 2026 | Q4 2025 |
| Temasek Holdings (Private) Ltd | 13F | 1.3% | Jun 30, 2026 | Q3 2025 |
| Oasis Management Co Ltd. | 13F | 1.3% | Jun 30, 2026 | Q1 2022 |
| HSBC HOLDINGS PLC | 13F | 1.3% | Jun 30, 2026 | Q4 2024 |
| Bank of America | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 13F | 1.2% | Jun 30, 2026 | Q2 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13F | 1.2% | Jun 30, 2026 | Q2 2025 |
| Senvest Management, LLC | 13F | 1.1% | Jun 30, 2026 | Q4 2025 |
| Tiger Pacific Capital LP | 13F | 1.1% | Jun 30, 2026 | Q1 2026 |
| Vanguard | 13F | 0.95% | Jun 30, 2026 | Q4 2019 or earlier |
| Goldman Sachs | 13F | 0.92% | Jun 30, 2026 | Q2 2024 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 13F | 0.74% | Jun 30, 2026 | Q3 2022 |
| CoreView Capital Management Ltd | 13F | 0.74% | Jun 30, 2026 | Q2 2026 |
VNET Group institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 64 | 42.0% | $339.5M | 71.0% |
| Q4 2020 | 158 | 62.9% | $2.6B | 79.3% |
| Q4 2021 | 129 | 53.5% | $733.4M | 75.9% |
| Q4 2022 | 102 | 62.6% | $524.6M | 85.4% |
| Q4 2023 | 75 | 47.7% | $205.6M | 80.9% |
| Q4 2024 | 99 | 32.9% | $453.4M | 76.6% |
| Q4 2025 | 162 | 47.8% | $1.1B | 73.6% |
| Q2 2026 | 153 | 60.3% | $1.3B | 73.1% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.