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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 2024

Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 31, 2024. 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
195
+25 vs. Q3 2024
Shares held
639.8M
+102.7M (+19.1%) vs. Q3 2024
Total value
$6.93B
+$2.09B (+43.2%) vs. Q3 2024
New holders
48
61 more added
Sold out
23
69 more reduced

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 195 institutions
Q1 2021: 0 institutionsQ2 2021: 67 institutionsQ3 2021: 57 institutionsQ4 2021: 97 institutionsQ1 2022: 88 institutionsQ2 2022: 109 institutionsQ3 2022: 105 institutionsQ4 2022: 126 institutionsQ1 2023: 133 institutionsQ2 2023: 118 institutionsQ3 2023: 121 institutionsQ4 2023: 149 institutionsQ1 2024: 146 institutionsQ2 2024: 177 institutionsQ3 2024: 170 institutionsQ4 2024: 195 institutionsQ1 2025: 247 institutionsQ2 2025: 229 institutionsQ3 2025: 229 institutionsQ4 2025: 211 institutionsQ1 2026: 203 institutionsQ2 2026: 245 institutions
Value heldQ4 2024: $6.93B
Q1 2021: $0Q2 2021: $1.80BQ3 2021: $1.54BQ4 2021: $2.56BQ1 2022: $2.40BQ2 2022: $3.53BQ3 2022: $2.65BQ4 2022: $3.60BQ1 2023: $3.49BQ2 2023: $2.73BQ3 2023: $3.10BQ4 2023: $3.25BQ1 2024: $3.66BQ2 2024: $4.39BQ3 2024: $4.84BQ4 2024: $6.93BQ1 2025: $8.32BQ2 2025: $7.93BQ3 2025: $9.24BQ4 2025: $7.98BQ1 2026: $5.96BQ2 2026: $6.01B
Institutions holding YMM and their total value by quarter
QuarterHoldersValue
Q2 2026245$6.01B
Q1 2026203$5.96B
Q4 2025211$7.98B
Q3 2025229$9.24B
Q2 2025229$7.93B
Q1 2025247$8.32B
Q4 2024195$6.93B
Q3 2024170$4.84B
Q2 2024177$4.39B
Q1 2024146$3.66B
Q4 2023149$3.25B
Q3 2023121$3.10B
Q2 2023118$2.73B
Q1 2023133$3.49B
Q4 2022126$3.60B
Q3 2022105$2.65B
Q2 2022109$3.53B
Q1 202288$2.40B
Q4 202197$2.56B
Q3 202157$1.54B
Q2 202167$1.80B
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2024.

Institutions holding YMM in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd51,730,620$559.7M0.52%+23,468,794+83.0%Added
Morgan Stanley38,790,614$419.7M0.03%+11,143,347+40.3%Added
JPMorgan Chase & Co37,875,367$409.8M0.03%+10,383,716+37.8%Added
First Beijing Investment Ltd31,241,548$338.0M24.00%+17,500,819+127.4%Added
Invesco Ltd.30,048,308$325.1M0.06%−953,797−3.1%Reduced
Vanguard Group Inc28,943,043$313.2M0.01%+295,301+1.0%Added
SB Investment Advisers (UK) Ltd26,084,929$282.2M2.48%+20,919,538+405.0%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management26,019,803$281.5M8.89%+1,802,420+7.4%Added
All-Stars Investment Ltd22,686,610$245.5M89.90%−1,500,000−6.2%Reduced
Krane Funds Advisors LLC21,276,137$230.2M9.42%−4,667,880−18.0%Reduced
Ward Ferry Management (BVI) Ltd20,275,184$219.4M23.81%00.0%Unchanged
Farallon Capital Management, L.L.C.16,585,095$179.5M0.95%−4,080,453−19.7%Reduced
Oceanlink Management Ltd.15,705,344$169.9M21.50%−427,215−2.6%Reduced
Aspex Management (HK) Ltd15,208,627$164.6M4.45%+15,208,627New
Baillie Gifford & Co15,043,697$162.8M0.13%−374,030−2.4%Reduced
Alkeon Capital Management LLC13,921,570$150.6M0.87%−10,355,000−42.7%Reduced
SC US (TTGP), Ltd.13,057,904$141.3M1.14%00.0%Unchanged
BlackRock, Inc.10,620,745$114.9M0.00%+9,157,276+625.7%Added
Goldman Sachs Group Inc10,186,065$110.2M0.02%−1,379,746−11.9%Reduced
Bamco Inc10,078,316$109.0M0.28%−327,583−3.1%Reduced
Norges Bank9,394,530$101.6M0.01%+931,958+11.0%Added
Empower Harvest Management Services, Inc.8,970,263$97.1M100.00%+8,970,263New
Voloridge Investment Management, LLC7,164,914$77.5M0.27%+2,871,204+66.9%Added
Bank of America Corp6,761,070$73.2M0.01%−681,861−9.2%Reduced
Sylebra Capital LLC6,509,215$70.4M2.64%00.0%Unchanged
Pinpoint Asset Management Ltd6,287,153$68.0M12.06%+2,374,659+60.7%Added
Sands Capital Management, LLC6,158,039$66.6M0.20%+6,158,039New
North of South Capital LLP5,692,489$61.6M7.48%+2,436,130+74.8%Added
Nuveen Asset Management, LLC5,578,207$60.4M0.02%+5,578,207New
FMR LLC5,466,711$59.1M0.00%+5,462,379+126,093.7%Added
Davis Selected Advisers5,400,391$58.4M0.34%+5,400,391New
E Fund Management Co., Ltd.4,845,117$52.4M2.63%−377,761−7.2%Reduced
Keywise Capital Management (HK) Ltd4,234,400$45.8M3.79%+4,218,100+25,877.9%Added
Softbank Group Corp4,220,001$45.7M0.20%+3,109,250+279.9%Added
Brilliance Asset Management Ltd4,193,580$45.4M10.22%+954,124+29.5%Added
BNP Paribas Arbitrage, SA4,173,283$45.2M0.03%+4,173,283New
UBS Group AG4,058,707$43.9M0.01%+936,120+30.0%Added
Ameriprise Financial Inc3,804,467$41.2M0.01%+1,042,081+37.7%Added
Robeco Institutional Asset Management B.V.3,457,258$37.4M0.07%−243,770−6.6%Reduced
Polunin Capital Partners Ltd3,308,322$37.2M9.21%−29,102−0.9%Reduced
Nomura Asset Management Co Ltd3,406,204$36.9M0.11%−1,749,984−33.9%Reduced
Matthews International Capital Management LLC3,289,042$35.6M7.27%−3,223,629−49.5%Reduced
Janus Henderson Group PLC2,929,824$31.7M0.02%−4,995,133−63.0%Reduced
SC China Holding Ltd2,721,822$30.8M1.30%−19,151,593−87.6%Reduced
State Street Corp2,745,280$29.7M0.00%+135,772+5.2%Added
HSBC Holdings PLC2,480,430$26.9M0.02%+321,796+14.9%Added
Pictet Asset Management Holding SA2,349,189$25.4M0.03%−68,286−2.8%Reduced
Alberta Investment Management Corp2,089,167$22.6M0.15%+569,633+37.5%Added
Citadel Advisors LLC2,003,521$21.7M0.02%−2,188,023−52.2%Reduced
Perpetual Ltd1,786,969$19.3M0.23%−77,490−4.2%Reduced
Blue Creek Capital Management Ltd1,696,313$18.4M25.14%−514,538−23.3%Reduced
Qube Research & Technologies Ltd1,644,193$17.8M0.03%−2,287,428−58.2%Reduced
GF Fund Management Co. Ltd.1,532,146$16.6M0.36%+1,532,146New
Jane Street Group, LLC1,512,884$16.4M0.03%−321,795−17.5%Reduced
Highlander Partners, L.P.1,488,237$16.1M9.15%00.0%Unchanged
Legal & General Group Plc1,443,965$15.6M0.00%+151,135+11.7%Added
Yunqi Capital Ltd1,438,500$15.6M9.94%−2,476,800−63.3%Reduced
Taikang Asset Management (Hong Kong) Co Ltd1,363,614$14.8M2.17%+1,063,614+354.5%Added
Walleye Capital LLC1,335,569$14.5M0.14%+1,324,131+11,576.6%Added
Federated Hermes, Inc.1,327,381$14.4M0.03%+532,549+67.0%Added
Manufacturers Life Insurance Company, The1,195,704$12.9M0.01%+285,106+31.3%Added
Squarepoint Ops LLC1,140,374$12.3M0.03%+15,800+1.4%Added
Van Eck Associates Corp1,059,536$11.5M0.01%−320,727−23.2%Reduced
Citigroup Inc1,050,366$11.4M0.01%+566,897+117.3%Added
Liontrust Investment Partners LLP1,040,461$11.3M0.16%+310,467+42.5%Added
California Public Employees Retirement System1,035,910$11.2M0.01%−42,053−3.9%Reduced
IvyRock Asset Management (HK) Ltd1,023,100$11.1M4.92%−392,100−27.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,017,584$11.0M0.03%+967,584+1,935.2%Added
Woodline Partners LP1,014,240$11.0M0.07%+1,014,240New
Pinebridge Investments, L.P.1,004,308$10.9M0.08%+147,258+17.2%Added
Capitolis Liquid Global Markets LLC1,000,000$10.8M0.11%00.0%Unchanged
HarbourVest Partners LLC957,580$10.4M5.11%00.0%Unchanged
Burgundy Asset Management Ltd.915,700$9.91M0.10%+859,901+1,541.1%Added
Healthcare of Ontario Pension Plan Trust Fund896,500$9.70M0.02%+846,600+1,696.6%Added
Charles Schwab Investment Management Inc891,591$9.65M0.00%−20,420−2.2%Reduced
Schroder Investment Management Group859,444$9.30M0.01%+706,122+460.5%Added
D. E. Shaw & Co., Inc.831,023$8.99M0.01%+81,389+10.9%Added
Twenty Acre Capital LP811,200$8.78M7.17%+11,900+1.5%Added
SG Americas Securities, LLC715,426$7.74M0.03%−484,759−40.4%Reduced
Oversea-Chinese Banking CORP Ltd704,944$7.62M0.22%+1740.0%Added
Price T Rowe Associates Inc697,661$7.55M0.00%−348,828−33.3%Reduced
Millennium Management LLC593,590$6.42M0.01%−1,399,453−70.2%Reduced
Keystone Investors Pte Ltd591,952$6.40M0.45%+591,952New
WT Asset Management Ltd558,800$6.05M0.67%+445,800+394.5%Added
SEI Investments Co541,547$5.86M0.01%−95,262−15.0%Reduced
Octahedron Capital Management L.P.524,000$5.67M5.38%+204,000+63.7%Added
Westpac Banking Corp520,006$5.63M0.37%−58,269−10.1%Reduced
GAM Holding AG456,786$4.94M0.37%+133,625+41.3%Added
Kadensa Capital Ltd452,080$4.89M0.59%+452,080New
Polymer Capital Management (HK) LTD430,672$4.66M0.82%−38,328−8.2%Reduced
TB Alternative Assets Ltd.403,766$4.37M1.12%−75,700−15.8%Reduced
Trexquant Investment LP399,891$4.33M0.05%+305,672+324.4%Added
Harvest Fund Management Co., Ltd378,170$4.09M0.19%−167,347−30.7%Reduced
ABS Direct Equity Fund LLC373,700$4.04M4.69%−113,700−23.3%Reduced
China Universal Asset Management Co., Ltd.353,000$3.82M0.36%−67,000−16.0%Reduced
Macquarie Group Ltd329,162$3.56M0.00%−4,813−1.4%Reduced
Two Sigma Investments, LP303,001$3.28M0.01%00.0%Unchanged
Franklin Resources Inc302,288$3.27M0.00%+24,322+8.7%Added
AI-Squared Management Ltd292,000$3.16M3.22%+292,000New
Canada Pension Plan Investment Board288,100$3.12M0.00%−100.0%Reduced