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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, 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.

Institutional holdersQ1 2025: 247 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 heldQ1 2025: $8.32B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2024.

Institutions holding YMM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Simplex Trading, LLC91,829$1.17M0.04%+91,829New
Veritas Asset Management LLP99,006$1.26M0.01%+26,122+35.8%Added
First Trust Advisors LP99,828$1.27M0.00%+30,302+43.6%Added
ABS Direct Equity Fund LLC101,000$1.29M1.73%−272,700−73.0%Reduced
Profund Advisors LLC102,226$1.31M0.06%+8,888+9.5%Added
Connor, Clark & Lunn Investment Management Ltd.103,356$1.32M0.01%−906−0.9%Reduced
Northwest & Ethical Investments L.P.108,623$1.39M0.04%−37,780−25.8%Reduced
Barclays PLC114,074$1.46M0.00%+114,074New
AIA Group Ltd114,651$1.46M0.04%+114,651New
Toroso Investments, LLC122,936$1.57M0.01%+6,266+5.4%Added
Parametrica Management Ltd125,877$1.61M2.71%+125,877New
Antipodes Partners Ltd126,834$1.62M0.05%+79,573+168.4%Added
Dymon Asia Capital (Singapore) Pte. Ltd.129,100$1.65M1.31%+34,600+36.6%Added
LMR Partners LLP130,000$1.66M0.03%+102,119+366.3%Added
Alps Advisors Inc138,100$1.76M0.01%+138,100New
Geode Capital Management, LLC143,179$1.83M0.00%+5,548+4.0%Added
Raiffeisen Bank International AG173,900$2.24M0.04%00.0%Unchanged
SIH Partners, LLLP175,700$2.24M0.20%−28,000−13.7%Reduced
Caas Capital Management LP195,371$2.49M1.18%00.0%Unchanged
Myriad Asset Management US LP195,444$2.50M1.05%+195,444New
Penserra Capital Management LLC199,729$2.55M0.05%−11,748−5.6%Reduced
Standard Life Aberdeen plc205,316$2.62M0.01%+182,611+804.3%Added
Northern Trust Corp208,875$2.67M0.00%+68,385+48.7%Added
Acadian Asset Management LLC210,760$2.69M0.01%+210,760New
Ramirez Asset Management, Inc.214,140$2.73M0.57%−12,592−5.6%Reduced
Nomura Holdings Inc228,212$2.91M0.02%−30,363−11.7%Reduced
Optimas Capital Ltd229,591$2.93M4.98%+141,291+160.0%Added
Allianz Asset Management GmbH242,523$3.10M0.00%+242,523New
Octahedron Capital Management L.P.249,000$3.18M2.83%−275,000−52.5%Reduced
Abn Amro Investment Solutions254,027$3.24M0.07%+115,702+83.6%Added
UBS Oconnor LLC257,750$3.29M0.08%+257,750New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH272,643$3.48M0.10%+40,588+17.5%Added
Squarepoint Ops LLC280,133$3.58M0.01%−860,241−75.4%Reduced
Union Bancaire Privee, UBP SA294,422$3.63M0.07%+232,190+373.1%Added
Mawer Investment Management Ltd.302,500$3.86M0.02%+302,500New
Macquarie Group Ltd329,162$4.20M0.01%00.0%Unchanged
La Banque Postale Asset Management SA330,000$4.21M0.07%+330,000New
Capital Wealth Planning, LLC343,239$4.38M0.04%+214,304+166.2%Added
China Universal Asset Management Co., Ltd.366,500$4.68M0.44%+13,500+3.8%Added
Russell Investments Group, Ltd.373,531$4.77M0.01%+373,531New
Quantbot Technologies LP386,941$4.94M0.16%+311,320+411.7%Added
Triata Capital Ltd400,019$5.11M1.16%+329,736+469.2%Added
GAM Holding AG405,876$5.18M0.40%−50,910−11.1%Reduced
Verition Fund Management LLC426,453$5.45M0.03%+144,296+51.1%Added
Thornburg Investment Management Inc436,514$5.57M0.08%+436,514New
Public Employees Retirement System of Ohio453,844$5.80M0.02%+453,844New
Schonfeld Strategic Advisors LLC501,242$6.40M0.04%+481,441+2,431.4%Added
Jump Financial, LLC528,834$6.75M0.10%+528,834New
TB Alternative Assets Ltd.530,454$6.77M1.57%+126,688+31.4%Added
Wellington Management Group LLP532,858$6.80M0.00%+532,858New
Two Sigma Investments, LP534,601$6.83M0.01%+231,600+76.4%Added
Westpac Banking Corp560,056$7.15M0.53%+40,050+7.7%Added
Harvest Fund Management Co., Ltd627,958$7.28M0.36%+249,788+66.1%Added
Lazard Asset Management LLC589,356$7.53M0.01%+589,356New
Walleye Capital LLC674,097$8.61M0.10%−661,472−49.5%Reduced
Twenty Acre Capital LP811,200$8.78M7.17%00.0%Unchanged
Cubist Systematic Strategies, LLC690,426$8.82M0.12%+690,426New
Price T Rowe Associates Inc697,661$8.91M0.00%00.0%Unchanged
WT Asset Management Ltd698,939$8.93M1.04%+140,139+25.1%Added
Franklin Resources Inc707,039$9.03M0.00%+404,751+133.9%Added
Oversea-Chinese Banking CORP Ltd712,986$9.10M0.27%+8,042+1.1%Added
SEI Investments Co786,551$10.0M0.01%+245,004+45.2%Added
Woodline Partners LP791,903$10.1M0.07%−222,337−21.9%Reduced
Man Group plc795,585$10.2M0.03%+707,550+803.7%Added
Van Eck Associates Corp811,428$10.4M0.01%−248,108−23.4%Reduced
Polymer Capital Management (HK) LTD833,398$10.6M1.85%+402,726+93.5%Added
Susquehanna Fundamental Investments, LLC884,244$11.3M0.19%+884,244New
Charles Schwab Investment Management Inc907,487$11.6M0.00%+15,896+1.8%Added
Alliancebernstein L.P.922,602$11.8M0.00%+922,602New
Liontrust Investment Partners LLP939,437$12.0M0.19%−101,024−9.7%Reduced
GF Fund Management Co. Ltd.947,199$12.1M0.28%−584,947−38.2%Reduced
HarbourVest Partners LLC957,580$12.2M7.95%00.0%Unchanged
Burgundy Asset Management Ltd.991,147$12.7M0.13%+75,447+8.2%Added
Point72 Asset Management, L.P.1,035,457$13.2M0.04%+1,035,457New
California Public Employees Retirement System1,051,193$13.4M0.01%+15,283+1.5%Added
Citigroup Inc1,079,396$13.8M0.01%+29,030+2.8%Added
Yunqi Capital Ltd1,084,500$13.8M13.63%−354,000−24.6%Reduced
Federated Hermes, Inc.1,223,441$15.6M0.03%−103,940−7.8%Reduced
Kadensa Capital Ltd1,288,269$16.5M2.04%+836,189+185.0%Added
NS Partners Ltd1,413,600$18.1M0.79%+1,248,200+754.7%Added
Point72 Hong Kong Ltd1,418,459$18.1M1.29%+1,418,459New
Legal & General Group Plc1,451,090$18.5M0.01%+7,125+0.5%Added
Highlander Partners, L.P.1,488,237$19.0M11.76%00.0%Unchanged
Manufacturers Life Insurance Company, The1,498,085$19.1M0.02%+302,381+25.3%Added
Schroder Investment Management Group1,501,393$19.4M0.02%+641,949+74.7%Added
Taikang Asset Management (Hong Kong) Co Ltd1,548,266$19.8M2.69%+184,652+13.5%Added
Blue Creek Capital Management Ltd1,576,313$20.1M26.11%−120,000−7.1%Reduced
Jane Street Group, LLC1,619,189$20.7M0.04%+106,305+7.0%Added
Perpetual Ltd1,961,428$25.0M0.30%+174,459+9.8%Added
Cederberg Capital Ltd1,984,500$25.3M9.79%+1,984,500New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,029,927$26.2M0.07%+1,012,343+99.5%Added
Pinebridge Investments, L.P.2,125,216$27.1M0.22%+1,120,908+111.6%Added
BNP Paribas Arbitrage, SA2,136,697$27.3M0.02%−2,036,586−48.8%Reduced
HSBC Holdings PLC2,278,573$29.2M0.02%−201,857−8.1%Reduced
Mitsubishi UFJ Trust & Banking Corp2,313,058$29.5M0.08%+2,313,058New
Citadel Advisors LLC2,316,313$29.6M0.03%+312,792+15.6%Added
Pictet Asset Management Holding SA2,378,463$30.4M0.03%+29,274+1.2%Added
Alberta Investment Management Corp2,381,411$30.4M0.21%+292,244+14.0%Added
SG Americas Securities, LLC2,463,812$31.5M0.11%+1,748,386+244.4%Added
State Street Corp2,504,008$32.0M0.00%−241,272−8.8%Reduced