Full Truck Alliance Co. Ltd.
YMM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001838413
No open-market purchases or sales by Full Truck Alliance Co. Ltd. insiders were filed in the last 90 days; 245 institutions reported holding it in 13F filings for Q2 2026, worth $6.01B in total; Greenwoods Asset Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 245
- +45 vs. Q1 2026
- Shares held
- 740.7M
- +9.72M (+1.3%) vs. Q1 2026
- Total value
- $6.01B
- −$46.6M (−0.8%) vs. Q1 2026
- New holders
- 86
- 79 more added
- Sold out
- 41
- 58 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YMM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 245 | $6.01B |
| Q1 2026 | 203 | $6.07B |
| Q4 2025 | 211 | $7.99B |
| Q3 2025 | 229 | $9.54B |
| Q2 2025 | 229 | $7.93B |
| Q1 2025 | 247 | $8.37B |
| Q4 2024 | 195 | $6.93B |
| Q3 2024 | 170 | $5.08B |
| Q2 2024 | 177 | $4.67B |
| Q1 2024 | 146 | $3.90B |
| Q4 2023 | 149 | $3.32B |
| Q3 2023 | 121 | $3.11B |
| Q2 2023 | 118 | $2.73B |
| Q1 2023 | 133 | $3.16B |
| Q4 2022 | 126 | $3.25B |
| Q3 2022 | 105 | $2.72B |
| Q2 2022 | 109 | $3.56B |
| Q1 2022 | 88 | $2.40B |
| Q4 2021 | 97 | $2.56B |
| Q3 2021 | 57 | $1.54B |
| Q2 2021 | 67 | $1.80B |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 91,790,875 | $745.3M | 30.50% | +1,789,980+2.0% | Added |
| Invesco Ltd. | 62,128,513 | $504.5M | 0.04% | +2,067,672+3.4% | Added |
| FIL Ltd | 60,524,375 | $491.5M | 0.35% | −2,687,196−4.3% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 39,452,419 | $320.4M | 14.66% | −1,505,100−3.7% | Reduced |
| BlackRock, Inc. | 32,143,971 | $261.0M | 0.00% | +31,145,847+3,120.4% | Added |
| Krane Funds Advisors LLC | 28,352,796 | $230.2M | 8.16% | −248,133−0.9% | Reduced |
| Davis Selected Advisers | 27,639,082 | $224.4M | 0.96% | −1,124,109−3.9% | Reduced |
| Vanguard Capital Management LLC | 23,530,788 | $191.1M | 0.00% | −359,254−1.5% | Reduced |
| JPMorgan Chase & Co | 23,155,263 | $187.1M | 0.01% | +1,081,406+4.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,471,443 | $182.5M | 0.40% | +3,160,527+16.4% | Added |
| All-Stars Investment Ltd | 21,947,164 | $178.2M | 89.45% | −148,000−0.7% | Reduced |
| Alpine Investment Management Ltd | 17,210,388 | $139.7M | 33.99% | +6,160,388+55.8% | Added |
| Ward Ferry Management (BVI) Ltd | 14,210,686 | $115.4M | 17.41% | −439,976−3.0% | Reduced |
| Schroder Investment Management Group | 13,781,521 | $111.9M | 0.08% | −20,983,953−60.4% | Reduced |
| SC US (TTGP), Ltd. | 13,057,904 | $106.0M | 0.33% | 00.0% | Unchanged |
| North of South Capital LLP | 12,936,046 | $105.0M | 7.73% | +1,817,923+16.4% | Added |
| Morgan Stanley | 10,736,456 | $87.2M | 0.00% | +1,223,819+12.9% | Added |
| Oceanlink Management Ltd. | 10,716,590 | $87.0M | 21.75% | −16,818,948−61.1% | Reduced |
| Goldman Sachs Group Inc | 10,502,067 | $85.3M | 0.01% | +2,925,202+38.6% | Added |
| Brilliance Asset Management Ltd | 10,127,735 | $82.2M | 24.23% | +3,605,355+55.3% | Added |
| Alkeon Capital Management LLC | 9,398,535 | $76.3M | 0.29% | +500,000+5.6% | Added |
| Norges Bank | 9,160,250 | $74.4M | 0.01% | +9,160,250 | New |
| Empower Harvest Management Services, Inc. | 8,970,263 | $72.8M | 100.00% | 00.0% | Unchanged |
| State Street Corp | 8,310,044 | $67.5M | 0.00% | +6,776,511+441.9% | Added |
| UBS Group AG | 7,292,014 | $59.2M | 0.01% | −346,560−4.5% | Reduced |
| Mondrian Investment Partners LTD | 6,807,609 | $55.3M | 0.85% | −589,553−8.0% | Reduced |
| Vanguard Fiduciary Trust Co | 6,157,457 | $50.0M | 0.01% | −79,581−1.3% | Reduced |
| Ruffer LLP | 5,724,180 | $46.4M | 1.64% | +5,724,180 | New |
| D. E. Shaw & Co., Inc. | 5,305,679 | $43.1M | 0.03% | −5,934,416−52.8% | Reduced |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $42.8M | 0.56% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,667,220 | $37.9M | 0.85% | +158,285+3.5% | Added |
| Geode Capital Management, LLC | 4,698,122 | $37.8M | 0.00% | +4,353,265+1,262.3% | Added |
| BNP Paribas Arbitrage, SA | 4,631,541 | $37.6M | 0.02% | +1,566,938+51.1% | Added |
| Bamco Inc | 4,429,188 | $36.0M | 0.05% | +244,830+5.9% | Added |
| Sands Capital Management, LLC | 4,294,886 | $34.9M | 0.13% | −675,893−13.6% | Reduced |
| HSBC Holdings PLC | 4,112,749 | $33.4M | 0.02% | +2,137,057+108.2% | Added |
| Jupiter Topco LLC | 3,942,664 | $32.0M | 0.01% | +3,942,664 | New |
| Softbank Group Corp | 3,884,483 | $31.5M | 0.17% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,716,403 | $30.2M | 0.01% | +1,893,814+103.9% | Added |
| Serenity Capital Management Pte. Ltd. | 3,687,779 | $29.9M | 9.03% | 00.0% | Unchanged |
| Polunin Capital Partners Ltd | 3,098,533 | $26.6M | 6.52% | −54,300−1.7% | Reduced |
| Working Capital Advisors (UK) Ltd. | 2,993,393 | $24.4M | 42.13% | +277,559+10.2% | Added |
| Vanguard Asset Management, Ltd | 2,467,908 | $20.0M | 0.01% | +1,209,311+96.1% | Added |
| Qube Research & Technologies Ltd | 2,443,418 | $19.8M | 0.02% | −5,029,953−67.3% | Reduced |
| Voloridge Investment Management, LLC | 2,435,496 | $19.8M | 0.08% | −2,280,942−48.4% | Reduced |
| Bank of America Corp | 2,185,595 | $17.7M | 0.00% | −330,193−13.1% | Reduced |
| UBS Asset Management Americas Inc | 2,179,182 | $17.7M | 0.00% | +2,179,182 | New |
| Robeco Institutional Asset Management B.V. | 2,065,867 | $16.8M | 0.02% | −408,000−16.5% | Reduced |
| Acadian Asset Management LLC | 2,022,843 | $16.4M | 0.02% | +2,022,843 | New |
| Jupiter Asset Management Ltd | 2,005,400 | $16.3M | 0.08% | +2,005,400 | New |
| Barclays PLC | 1,987,213 | $16.1M | 0.01% | +1,405,656+241.7% | Added |
| Capital World Investors | 1,813,054 | $14.7M | 0.00% | −157,758−8.0% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,732,410 | $14.1M | 2.26% | +1,732,410 | New |
| Capitolis Liquid Global Markets LLC | 1,716,200 | $13.9M | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 1,615,285 | $13.1M | 0.01% | −4,088,765−71.7% | Reduced |
| Northern Trust Corp | 1,594,198 | $12.9M | 0.00% | +1,445,310+970.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,566,780 | $12.7M | 0.01% | +1,566,780 | New |
| Deutsche Bank AG | 1,488,472 | $12.1M | 0.00% | +1,421,463+2,121.3% | Added |
| Swiss National Bank | 1,348,000 | $10.9M | 0.01% | +1,348,000 | New |
| Nuveen, LLC | 1,287,016 | $10.5M | 0.00% | +1,287,016 | New |
| Oversea-Chinese Banking CORP Ltd | 1,256,657 | $10.2M | 0.24% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,240,290 | $10.1M | 0.04% | +1,240,290 | New |
| Franklin Resources Inc | 1,215,966 | $9.87M | 0.00% | −3,676−0.3% | Reduced |
| C WorldWide Group Holding A/S | 1,153,400 | $9.37M | 0.23% | +9,100+0.8% | Added |
| Pictet Asset Management Holding SA | 1,049,337 | $8.52M | 0.01% | +489,323+87.4% | Added |
| Evergreen Quality Fund GP, Ltd. | 1,021,200 | $8.29M | 0.13% | +1,021,200 | New |
| National Bank of Canada | 1,000,000 | $8.12M | 0.01% | +593,956+146.3% | Added |
| GF Fund Management Co. Ltd. | 978,258 | $7.94M | 0.10% | +113,906+13.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 972,500 | $7.90M | 0.00% | +972,500 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 962,956 | $7.82M | 1.59% | −948,785−49.6% | Reduced |
| HarbourVest Partners LLC | 957,580 | $7.78M | 4.57% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 952,429 | $7.73M | 0.01% | +344,279+56.6% | Added |
| Marshall Wace, LLP | 918,492 | $7.46M | 0.01% | −7,045,519−88.5% | Reduced |
| Charles Schwab Investment Management Inc | 883,037 | $7.17M | 0.00% | −2,277−0.3% | Reduced |
| California Public Employees Retirement System | 882,239 | $7.16M | 0.00% | +302,411+52.2% | Added |
| Matthews International Capital Management LLC | 867,295 | $7.04M | 2.41% | +609,468+236.4% | Added |
| Renaissance Technologies LLC | 863,800 | $7.01M | 0.01% | −532,829−38.2% | Reduced |
| Ameriprise Financial Inc | 817,564 | $6.64M | 0.00% | +6,873+0.8% | Added |
| Fideuram Asset Management (Ireland) dac | 791,003 | $6.62M | 0.13% | +791,003 | New |
| Notable Capital Management, L.L.C. | 802,090 | $6.51M | 12.63% | −8,358−1.0% | Reduced |
| Toroso Investments, LLC | 770,588 | $6.26M | 0.02% | +273,851+55.1% | Added |
| Lazard Asset Management LLC | 747,696 | $6.07M | 0.01% | +94,709+14.5% | Added |
| SG Americas Securities, LLC | 744,771 | $6.05M | 0.00% | −208,037−21.8% | Reduced |
| Citadel Advisors LLC | 734,984 | $5.97M | 0.00% | −293,646−28.5% | Reduced |
| Price T Rowe Associates Inc | 729,241 | $5.92M | 0.00% | +31,580+4.5% | Added |
| Bank of New York Mellon Corp | 693,759 | $5.63M | 0.00% | +611,230+740.6% | Added |
| Royal London Asset Management Ltd | 677,500 | $5.50M | 0.01% | +677,500 | New |
| Man Group plc | 660,004 | $5.36M | 0.01% | +660,004 | New |
| American Century Companies Inc | 548,480 | $4.45M | 0.00% | +548,480 | New |
| BLI - Banque de Luxembourg Investments | 521,500 | $4.22M | 0.15% | +39,500+8.2% | Added |
| Yiheng Capital Management, L.P. | 513,248 | $4.17M | 1.78% | 00.0% | Unchanged |
| Boundless Plain Holdings Ltd | 510,383 | $4.10M | 0.95% | 00.0% | Unchanged |
| Aviva PLC | 495,860 | $4.03M | 0.01% | +495,860 | New |
| Van Eck Associates Corp | 476,136 | $3.87M | 0.00% | +80,200+20.3% | Added |
| PEAK6 LLC | 448,734 | $3.64M | 0.09% | +87,844+24.3% | Added |
| TB Alternative Assets Ltd. | 412,834 | $3.35M | 0.54% | −55,600−11.9% | Reduced |
| AIA Group Ltd | 392,296 | $3.19M | 0.04% | −115,189−22.7% | Reduced |
| Liontrust Investment Partners LLP | 363,523 | $2.95M | 0.04% | +355,523+4,444.0% | Added |
| Standard Life Aberdeen plc | 346,501 | $2.81M | 0.00% | +170,728+97.1% | Added |
| GAM Holding AG | 346,380 | $2.81M | 0.22% | +51,778+17.6% | Added |