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, Q4 2023
Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 31, 2023. 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
- 149
- +28 vs. Q3 2023
- Shares held
- 465.3M
- +24.8M (+5.6%) vs. Q3 2023
- Total value
- $3.25B
- +$151.8M (+4.9%) vs. Q3 2023
- New holders
- 38
- 43 more added
- Sold out
- 10
- 48 more reduced
Compare with Q3 2023: 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 | $5.96B |
| Q4 2025 | 211 | $7.98B |
| Q3 2025 | 229 | $9.24B |
| Q2 2025 | 229 | $7.93B |
| Q1 2025 | 247 | $8.32B |
| Q4 2024 | 195 | $6.93B |
| Q3 2024 | 170 | $4.84B |
| Q2 2024 | 177 | $4.39B |
| Q1 2024 | 146 | $3.66B |
| Q4 2023 | 149 | $3.25B |
| Q3 2023 | 121 | $3.10B |
| Q2 2023 | 118 | $2.73B |
| Q1 2023 | 133 | $3.49B |
| Q4 2022 | 126 | $3.60B |
| Q3 2022 | 105 | $2.65B |
| Q2 2022 | 109 | $3.53B |
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farallon Capital Management, L.L.C. | 38,190,495 | $267.7M | 1.67% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 32,717,980 | $229.4M | 9.56% | −2,867,326−8.1% | Reduced |
| SC US (TTGP), Ltd. | 32,209,496 | $225.8M | 1.86% | 00.0% | Unchanged |
| All-Stars Investment Ltd | 31,423,343 | $220.3M | 89.09% | −4,034,716−11.4% | Reduced |
| Invesco Ltd. | 28,220,947 | $197.8M | 0.05% | +3,767,774+15.4% | Added |
| SC China Holding Ltd | 27,681,263 | $185.2M | 21.30% | 00.0% | Unchanged |
| Vanguard Group Inc | 25,527,565 | $178.9M | 0.00% | +163,328+0.6% | Added |
| Alkeon Capital Management LLC | 22,304,750 | $156.4M | 1.03% | +218,460+1.0% | Added |
| Ward Ferry Management (BVI) Ltd | 16,230,684 | $113.8M | 15.47% | 00.0% | Unchanged |
| Baillie Gifford & Co | 15,678,434 | $109.9M | 0.09% | −56,172−0.4% | Reduced |
| SB Investment Advisers (UK) Ltd | 12,594,110 | $88.3M | 0.79% | +3,842,473+43.9% | Added |
| FIL Ltd | 12,525,090 | $87.8M | 0.09% | +572,561+4.8% | Added |
| Mubadala Investment Co PJSC | 11,513,434 | $80.7M | 0.27% | +11,513,434 | New |
| Janus Henderson Group PLC | 11,489,202 | $80.5M | 0.05% | +366,703+3.3% | Added |
| Bamco Inc | 10,580,566 | $74.2M | 0.20% | −320,967−2.9% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 9,897,464 | $69.4M | 2.48% | 00.0% | Unchanged |
| Norges Bank | 9,263,322 | $64.9M | 0.01% | −1,067,131−10.3% | Reduced |
| Matthews International Capital Management LLC | 8,970,883 | $62.9M | 8.83% | −148,646−1.6% | Reduced |
| Sequoia China Equity Partners (Hong Kong) Ltd | 8,644,810 | $60.6M | 12.64% | −1,355,190−13.6% | Reduced |
| Pinpoint Asset Management Ltd | 7,878,922 | $55.2M | 12.22% | +505,717+6.9% | Added |
| JPMorgan Chase & Co | 5,754,308 | $40.3M | 0.00% | +863,975+17.7% | Added |
| Indus Capital Partners, LLC | 5,618,888 | $39.4M | 26.11% | +5,618,888 | New |
| E Fund Management Co., Ltd. | 5,448,282 | $38.2M | 2.42% | −14,282−0.3% | Reduced |
| Carmignac Gestion | 3,912,495 | $27.4M | 0.46% | −775,876−16.5% | Reduced |
| Blue Creek Capital Management Ltd | 3,789,541 | $26.6M | 19.10% | −181,446−4.6% | Reduced |
| Morgan Stanley | 3,727,076 | $26.1M | 0.00% | +1,305,865+53.9% | Added |
| Ameriprise Financial Inc | 3,309,892 | $23.2M | 0.01% | −579,338−14.9% | Reduced |
| IvyRock Asset Management (HK) Ltd | 3,143,100 | $22.0M | 10.98% | 00.0% | Unchanged |
| Kaizen Capital Partners Ltd | 3,081,335 | $21.6M | 32.89% | +3,081,335 | New |
| Yunqi Capital Ltd | 2,805,300 | $19.7M | 13.80% | +2,805,300 | New |
| Barclays PLC | 2,657,580 | $18.6M | 0.01% | +2,397,628+922.3% | Added |
| Robeco Institutional Asset Management B.V. | 2,296,695 | $16.1M | 0.04% | +570,000+33.0% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 2,252,542 | $15.8M | 0.32% | −1,281,390−36.3% | Reduced |
| State Street Corp | 2,227,030 | $15.6M | 0.00% | +152,862+7.4% | Added |
| Citadel Advisors LLC | 2,080,645 | $14.6M | 0.01% | +2,038,386+4,823.6% | Added |
| HSBC Holdings PLC | 2,045,267 | $14.3M | 0.01% | −14,528−0.7% | Reduced |
| Canada Pension Plan Investment Board | 1,900,900 | $13.3M | 0.02% | +955,500+101.1% | Added |
| Goldman Sachs Group Inc | 1,774,261 | $12.4M | 0.00% | +258,561+17.1% | Added |
| Softbank Group Corp | 1,722,090 | $12.1M | 0.07% | +20,256+1.2% | Added |
| Hel Ved Capital Management Ltd | 1,618,426 | $11.3M | 3.36% | −573,433−26.2% | Reduced |
| Perpetual Ltd | 1,605,663 | $11.3M | 0.12% | +1,605,663 | New |
| Van Eck Associates Corp | 1,546,136 | $10.8M | 0.02% | +281,236+22.2% | Added |
| Jane Street Group, LLC | 1,394,426 | $9.77M | 0.01% | +1,319,397+1,758.5% | Added |
| Highlander Partners, L.P. | 1,338,237 | $9.38M | 7.50% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,242,072 | $8.71M | 0.00% | −83,228−6.3% | Reduced |
| GAM Holding AG | 1,240,106 | $8.69M | 0.65% | +615,758+98.6% | Added |
| California Public Employees Retirement System | 1,169,544 | $8.20M | 0.01% | −30,301−2.5% | Reduced |
| Price T Rowe Associates Inc | 1,046,489 | $7.34M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 1,024,587 | $7.18M | 0.00% | +1,024,587 | New |
| Millennium Management LLC | 1,021,669 | $7.16M | 0.01% | −923,445−47.5% | Reduced |
| HarbourVest Partners LLC | 957,580 | $6.71M | 2.25% | 00.0% | Unchanged |
| Twenty Acre Capital LP | 929,300 | $6.51M | 6.20% | +55,100+6.3% | Added |
| Old Mission Capital LLC | 889,749 | $6.24M | 0.17% | +889,749 | New |
| BlackRock Inc. | 866,261 | $6.07M | 0.00% | −59,363−6.4% | Reduced |
| Charles Schwab Investment Management Inc | 850,413 | $5.96M | 0.00% | −44,185−4.9% | Reduced |
| TB Alternative Assets Ltd. | 830,500 | $5.82M | 1.55% | −172,200−17.2% | Reduced |
| Federated Hermes, Inc. | 752,460 | $5.27M | 0.01% | −36,167−4.6% | Reduced |
| MIC Capital Management UK LLP | 630,697 | $4.42M | 0.86% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 629,396 | $4.41M | 0.69% | −116,640−15.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 625,240 | $4.38M | 0.04% | −2,334,146−78.9% | Reduced |
| Parkwood LLC | 543,421 | $3.81M | 0.61% | 00.0% | Unchanged |
| Octahedron Capital Management L.P. | 520,300 | $3.65M | 4.82% | 00.0% | Unchanged |
| Westpac Banking Corp | 520,277 | $3.65M | 0.30% | +520,277 | New |
| Renaissance Capital LLC | 427,839 | $3.00M | 1.47% | +89,305+26.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 423,900 | $2.97M | 0.01% | −1,239,200−74.5% | Reduced |
| Susquehanna International Group, LLP | 418,508 | $2.93M | 0.00% | +296,166+242.1% | Added |
| UBS Group AG | 406,469 | $2.85M | 0.00% | +355,959+704.7% | Added |
| Penserra Capital Management LLC | 387,031 | $2.71M | 0.05% | −35,292−8.4% | Reduced |
| Voloridge Investment Management, LLC | 368,161 | $2.58M | 0.01% | +221,953+151.8% | Added |
| Point72 Asset Management, L.P. | 364,500 | $2.56M | 0.01% | −142,300−28.1% | Reduced |
| Quinn Opportunity Partners LLC | 356,165 | $2.50M | 0.29% | −447,608−55.7% | Reduced |
| Parametrica Management Ltd | 355,280 | $2.49M | 4.09% | +70,599+24.8% | Added |
| Macquarie Group Ltd | 333,975 | $2.34M | 0.00% | −1,500,000−81.8% | Reduced |
| Twinbeech Capital LP | 293,245 | $2.06M | 0.03% | +293,245 | New |
| Ramirez Asset Management, Inc. | 286,509 | $2.01M | 0.41% | +72,969+34.2% | Added |
| ABS Direct Equity Fund LLC | 264,200 | $1.85M | 1.74% | +264,200 | New |
| Qube Research & Technologies Ltd | 238,663 | $1.67M | 0.00% | +238,663 | New |
| Citigroup Inc | 235,978 | $1.65M | 0.00% | +221,790+1,563.2% | Added |
| Alps Advisors Inc | 192,972 | $1.35M | 0.01% | −27,792−12.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 183,688 | $1.29M | 0.17% | −15,116−7.6% | Reduced |
| Polymer Capital Management (HK) LTD | 170,900 | $1.20M | 0.42% | +170,900 | New |
| Quaero Capital S.A. | 157,965 | $1.11M | 1.15% | +157,965 | New |
| Schroder Investment Management Group | 139,795 | $980.0K | 0.00% | −51,182−26.8% | Reduced |
| Profund Advisors LLC | 128,330 | $899.6K | 0.04% | +80,010+165.6% | Added |
| UBS Asset Management Americas Inc | 124,200 | $870.6K | 0.00% | −12,200−8.9% | Reduced |
| Franklin Resources Inc | 115,190 | $807.5K | 0.00% | −7,724−6.3% | Reduced |
| Northern Trust Corp | 111,186 | $779.4K | 0.00% | +25,172+29.3% | Added |
| Geode Capital Management, LLC | 108,827 | $762.9K | 0.00% | +11,017+11.3% | Added |
| Bank of America Corp | 100,371 | $703.6K | 0.00% | −426,283−80.9% | Reduced |
| Rock Creek Group, LP | 120,000 | $633.6K | 0.09% | +30,000+33.3% | Added |
| Bank of New York Mellon Corp | 87,503 | $613.4K | 0.00% | +1,659+1.9% | Added |
| Nomura Holdings Inc | 86,340 | $605.2K | 0.01% | −323,300−78.9% | Reduced |
| Jump Financial, LLC | 81,000 | $567.8K | 0.02% | +81,000 | New |
| Handelsbanken Fonder AB | 75,100 | $526.0K | 0.00% | −13,600−15.3% | Reduced |
| SEI Investments Co | 70,874 | $496.8K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 66,772 | $468.1K | 0.03% | −162,328−70.9% | Reduced |
| Seaport Global Advisors, LLC | 61,843 | $433.5K | 1.04% | +61,843 | New |
| Engineers Gate Manager LP | 61,119 | $428.4K | 0.01% | +61,119 | New |
| Mirae Asset Global Investments Co., Ltd. | 57,451 | $402.7K | 0.00% | +39,302+216.6% | Added |
| Capital Fund Management S.A. | 46,901 | $328.8K | 0.00% | −261,080−84.8% | Reduced |