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, Q1 2025
Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2025. 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
- 247
- +55 vs. Q4 2024
- Shares held
- 653.0M
- +18.8M (+3.0%) vs. Q4 2024
- Total value
- $8.32B
- +$1.46B (+21.3%) vs. Q4 2024
- New holders
- 69
- 92 more added
- Sold out
- 14
- 61 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FIL Ltd | 53,818,557 | $687.3M | 0.65% | +2,087,937+4.0% | Added |
| JPMorgan Chase & Co | 34,250,299 | $437.4M | 0.03% | −3,625,068−9.6% | Reduced |
| FMR LLC | 33,515,550 | $428.0M | 0.03% | +28,048,839+513.1% | Added |
| Invesco Ltd. | 30,965,571 | $395.4M | 0.07% | +917,263+3.1% | Added |
| First Beijing Investment Ltd | 29,736,802 | $379.7M | 26.07% | −1,504,746−4.8% | Reduced |
| Vanguard Group Inc | 29,373,877 | $375.1M | 0.01% | +430,834+1.5% | Added |
| Morgan Stanley | 26,871,280 | $343.1M | 0.02% | −11,919,334−30.7% | Reduced |
| Krane Funds Advisors LLC | 26,207,165 | $334.7M | 9.62% | +4,931,028+23.2% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 25,995,141 | $332.0M | 10.28% | −24,662−0.1% | Reduced |
| All-Stars Investment Ltd | 22,686,613 | $289.7M | 89.32% | +30.0% | Added |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $240.2M | 26.80% | −1,466,000−7.2% | Reduced |
| Oceanlink Management Ltd. | 15,705,344 | $200.6M | 26.03% | 00.0% | Unchanged |
| Aspex Management (HK) Ltd | 15,208,627 | $194.2M | 5.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 14,729,137 | $188.1M | 0.16% | −314,560−2.1% | Reduced |
| Alkeon Capital Management LLC | 13,908,535 | $177.6M | 1.05% | −13,035−0.1% | Reduced |
| SC US (TTGP), Ltd. | 13,057,904 | $166.7M | 1.58% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,761,409 | $137.4M | 0.03% | +575,344+5.6% | Added |
| Sands Capital Management, LLC | 10,250,292 | $130.9M | 0.45% | +4,092,253+66.5% | Added |
| BlackRock, Inc. | 9,607,825 | $122.7M | 0.00% | −1,012,920−9.5% | Reduced |
| Bamco Inc | 9,215,706 | $117.7M | 0.35% | −862,610−8.6% | Reduced |
| Empower Harvest Management Services, Inc. | 8,970,263 | $114.6M | 100.00% | 00.0% | Unchanged |
| Norges Bank | 8,007,122 | $102.3M | 0.01% | −1,387,408−14.8% | Reduced |
| Davis Selected Advisers | 7,819,344 | $99.9M | 0.58% | +2,418,953+44.8% | Added |
| Pinpoint Asset Management Ltd | 7,735,913 | $98.8M | 17.27% | +1,448,760+23.0% | Added |
| Farallon Capital Management, L.L.C. | 7,357,207 | $94.0M | 0.51% | −9,227,888−55.6% | Reduced |
| SB Investment Advisers (UK) Ltd | 7,038,625 | $89.9M | 0.82% | −19,046,304−73.0% | Reduced |
| Kontiki Capital Management (HK) Ltd. | 6,368,026 | $81.3M | 5.85% | +6,368,026 | New |
| North of South Capital LLP | 6,157,928 | $78.6M | 8.78% | +465,439+8.2% | Added |
| Nuveen, LLC | 4,693,271 | $59.9M | 0.02% | +4,693,271 | New |
| Voloridge Investment Management, LLC | 4,484,587 | $57.3M | 0.21% | −2,680,327−37.4% | Reduced |
| APG Asset Management N.V. | 4,758,400 | $56.3M | 0.17% | +4,758,400 | New |
| Bank of America Corp | 4,404,477 | $56.2M | 0.00% | −2,356,593−34.9% | Reduced |
| Keywise Capital Management (HK) Ltd | 4,234,400 | $54.1M | 5.96% | 00.0% | Unchanged |
| Sylebra Capital LLC | 4,143,748 | $52.9M | 2.67% | −2,365,467−36.3% | Reduced |
| E Fund Management Co., Ltd. | 4,048,671 | $51.7M | 2.47% | −796,446−16.4% | Reduced |
| Ameriprise Financial Inc | 4,021,285 | $51.4M | 0.01% | +216,818+5.7% | Added |
| Matthews International Capital Management LLC | 3,573,575 | $45.6M | 9.42% | +284,533+8.7% | Added |
| Robeco Institutional Asset Management B.V. | 3,258,225 | $41.6M | 0.08% | −199,033−5.8% | Reduced |
| Millennium Management LLC | 3,140,460 | $40.1M | 0.04% | +2,546,870+429.1% | Added |
| Softbank Group Corp | 3,124,646 | $39.9M | 0.14% | −1,095,355−26.0% | Reduced |
| Brilliance Asset Management Ltd | 3,017,455 | $38.5M | 12.74% | −1,176,125−28.0% | Reduced |
| Keystone Investors Pte Ltd | 3,000,123 | $38.3M | 5.38% | +2,408,171+406.8% | Added |
| Janus Henderson Group PLC | 2,954,095 | $38.1M | 0.02% | +24,271+0.8% | Added |
| Nomura Asset Management Co Ltd | 2,937,592 | $37.5M | 0.11% | −468,612−13.8% | Reduced |
| UBS Group AG | 2,850,691 | $36.4M | 0.01% | −1,208,016−29.8% | Reduced |
| Qube Research & Technologies Ltd | 2,727,627 | $34.8M | 0.05% | +1,083,434+65.9% | Added |
| Polunin Capital Partners Ltd | 3,255,746 | $33.7M | 6.81% | −52,576−1.6% | Reduced |
| State Street Corp | 2,504,008 | $32.0M | 0.00% | −241,272−8.8% | Reduced |
| SG Americas Securities, LLC | 2,463,812 | $31.5M | 0.11% | +1,748,386+244.4% | Added |
| Alberta Investment Management Corp | 2,381,411 | $30.4M | 0.21% | +292,244+14.0% | Added |
| Pictet Asset Management Holding SA | 2,378,463 | $30.4M | 0.03% | +29,274+1.2% | Added |
| Citadel Advisors LLC | 2,316,313 | $29.6M | 0.03% | +312,792+15.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,313,058 | $29.5M | 0.08% | +2,313,058 | New |
| HSBC Holdings PLC | 2,278,573 | $29.2M | 0.02% | −201,857−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,136,697 | $27.3M | 0.02% | −2,036,586−48.8% | Reduced |
| Pinebridge Investments, L.P. | 2,125,216 | $27.1M | 0.22% | +1,120,908+111.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,029,927 | $26.2M | 0.07% | +1,012,343+99.5% | Added |
| Cederberg Capital Ltd | 1,984,500 | $25.3M | 9.79% | +1,984,500 | New |
| Perpetual Ltd | 1,961,428 | $25.0M | 0.30% | +174,459+9.8% | Added |
| Jane Street Group, LLC | 1,619,189 | $20.7M | 0.04% | +106,305+7.0% | Added |
| Blue Creek Capital Management Ltd | 1,576,313 | $20.1M | 26.11% | −120,000−7.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,548,266 | $19.8M | 2.69% | +184,652+13.5% | Added |
| Schroder Investment Management Group | 1,501,393 | $19.4M | 0.02% | +641,949+74.7% | Added |
| Manufacturers Life Insurance Company, The | 1,498,085 | $19.1M | 0.02% | +302,381+25.3% | Added |
| Highlander Partners, L.P. | 1,488,237 | $19.0M | 11.76% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,451,090 | $18.5M | 0.01% | +7,125+0.5% | Added |
| Point72 Hong Kong Ltd | 1,418,459 | $18.1M | 1.29% | +1,418,459 | New |
| NS Partners Ltd | 1,413,600 | $18.1M | 0.79% | +1,248,200+754.7% | Added |
| Kadensa Capital Ltd | 1,288,269 | $16.5M | 2.04% | +836,189+185.0% | Added |
| Federated Hermes, Inc. | 1,223,441 | $15.6M | 0.03% | −103,940−7.8% | Reduced |
| Yunqi Capital Ltd | 1,084,500 | $13.8M | 13.63% | −354,000−24.6% | Reduced |
| Citigroup Inc | 1,079,396 | $13.8M | 0.01% | +29,030+2.8% | Added |
| California Public Employees Retirement System | 1,051,193 | $13.4M | 0.01% | +15,283+1.5% | Added |
| Point72 Asset Management, L.P. | 1,035,457 | $13.2M | 0.04% | +1,035,457 | New |
| Burgundy Asset Management Ltd. | 991,147 | $12.7M | 0.13% | +75,447+8.2% | Added |
| HarbourVest Partners LLC | 957,580 | $12.2M | 7.95% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 947,199 | $12.1M | 0.28% | −584,947−38.2% | Reduced |
| Liontrust Investment Partners LLP | 939,437 | $12.0M | 0.19% | −101,024−9.7% | Reduced |
| Alliancebernstein L.P. | 922,602 | $11.8M | 0.00% | +922,602 | New |
| Charles Schwab Investment Management Inc | 907,487 | $11.6M | 0.00% | +15,896+1.8% | Added |
| Susquehanna Fundamental Investments, LLC | 884,244 | $11.3M | 0.19% | +884,244 | New |
| Polymer Capital Management (HK) LTD | 833,398 | $10.6M | 1.85% | +402,726+93.5% | Added |
| Van Eck Associates Corp | 811,428 | $10.4M | 0.01% | −248,108−23.4% | Reduced |
| Man Group plc | 795,585 | $10.2M | 0.03% | +707,550+803.7% | Added |
| Woodline Partners LP | 791,903 | $10.1M | 0.07% | −222,337−21.9% | Reduced |
| SEI Investments Co | 786,551 | $10.0M | 0.01% | +245,004+45.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 712,986 | $9.10M | 0.27% | +8,042+1.1% | Added |
| Franklin Resources Inc | 707,039 | $9.03M | 0.00% | +404,751+133.9% | Added |
| WT Asset Management Ltd | 698,939 | $8.93M | 1.04% | +140,139+25.1% | Added |
| Price T Rowe Associates Inc | 697,661 | $8.91M | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 690,426 | $8.82M | 0.12% | +690,426 | New |
| Twenty Acre Capital LP | 811,200 | $8.78M | 7.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 674,097 | $8.61M | 0.10% | −661,472−49.5% | Reduced |
| Lazard Asset Management LLC | 589,356 | $7.53M | 0.01% | +589,356 | New |
| Harvest Fund Management Co., Ltd | 627,958 | $7.28M | 0.36% | +249,788+66.1% | Added |
| Westpac Banking Corp | 560,056 | $7.15M | 0.53% | +40,050+7.7% | Added |
| Two Sigma Investments, LP | 534,601 | $6.83M | 0.01% | +231,600+76.4% | Added |
| Wellington Management Group LLP | 532,858 | $6.80M | 0.00% | +532,858 | New |
| TB Alternative Assets Ltd. | 530,454 | $6.77M | 1.57% | +126,688+31.4% | Added |
| Jump Financial, LLC | 528,834 | $6.75M | 0.10% | +528,834 | New |