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 2025
Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 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
- 229
- −15 vs. Q1 2025
- Shares held
- 671.8M
- +26.7M (+4.1%) vs. Q1 2025
- Total value
- $7.93B
- −$292.9M (−3.6%) vs. Q1 2025
- New holders
- 36
- 93 more added
- Sold out
- 51
- 81 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FIL Ltd | 54,076,485 | $638.6M | 0.55% | +257,928+0.5% | Added |
| First Beijing Investment Ltd | 39,494,654 | $466.4M | 26.10% | +9,757,852+32.8% | Added |
| FMR LLC | 38,368,900 | $453.1M | 0.03% | +4,853,350+14.5% | Added |
| Invesco Ltd. | 32,594,356 | $384.9M | 0.07% | +1,628,785+5.3% | Added |
| Vanguard Group Inc | 32,189,647 | $380.2M | 0.01% | +2,815,770+9.6% | Added |
| JPMorgan Chase & Co | 30,356,775 | $358.5M | 0.02% | −3,893,524−11.4% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 28,794,527 | $340.1M | 11.83% | +2,799,386+10.8% | Added |
| Morgan Stanley | 27,700,960 | $327.1M | 0.02% | +829,680+3.1% | Added |
| Aspex Management (HK) Ltd | 22,455,623 | $265.2M | 5.77% | +7,246,996+47.7% | Added |
| Krane Funds Advisors LLC | 22,284,925 | $263.2M | 10.35% | −3,922,240−15.0% | Reduced |
| All-Stars Investment Ltd | 22,095,164 | $260.9M | 87.58% | −591,449−2.6% | Reduced |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $222.1M | 23.90% | 00.0% | Unchanged |
| Oceanlink Management Ltd. | 16,758,766 | $197.9M | 25.59% | +1,053,422+6.7% | Added |
| Kontiki Capital Management (HK) Ltd. | 15,548,399 | $183.6M | 10.48% | +9,180,373+144.2% | Added |
| Alkeon Capital Management LLC | 14,698,535 | $173.6M | 0.84% | +790,000+5.7% | Added |
| Baillie Gifford & Co | 14,486,413 | $171.1M | 0.13% | −242,724−1.6% | Reduced |
| SC US (TTGP), Ltd. | 13,057,904 | $154.2M | 1.09% | 00.0% | Unchanged |
| BlackRock, Inc. | 12,745,664 | $150.5M | 0.00% | +3,137,839+32.7% | Added |
| Davis Selected Advisers | 11,635,925 | $137.4M | 0.73% | +3,816,581+48.8% | Added |
| Norges Bank | 11,399,070 | $134.6M | 0.02% | +3,391,948+42.4% | Added |
| Goldman Sachs Group Inc | 11,255,412 | $132.9M | 0.02% | +494,003+4.6% | Added |
| Empower Harvest Management Services, Inc. | 8,970,263 | $105.9M | 100.00% | 00.0% | Unchanged |
| Bamco Inc | 8,000,606 | $94.5M | 0.26% | −1,215,100−13.2% | Reduced |
| North of South Capital LLP | 7,924,966 | $93.6M | 9.84% | +1,767,038+28.7% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 7,148,859 | $84.4M | 14.76% | +7,148,859 | New |
| Sands Capital Management, LLC | 6,926,596 | $81.8M | 0.23% | −3,323,696−32.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,036,780 | $71.3M | 0.17% | +3,723,722+161.0% | Added |
| Driehaus Capital Management LLC | 5,947,088 | $70.2M | 0.56% | +5,947,088 | New |
| Bank of America Corp | 4,797,378 | $56.7M | 0.00% | +392,901+8.9% | Added |
| Nuveen, LLC | 4,675,399 | $55.2M | 0.02% | −17,872−0.4% | Reduced |
| Alpine Investment Management Ltd | 4,598,038 | $54.3M | 25.98% | +4,598,038 | New |
| Keywise Capital Management (HK) Ltd | 4,279,365 | $50.5M | 4.60% | +44,965+1.1% | Added |
| E Fund Management Co., Ltd. | 3,810,726 | $45.0M | 2.15% | −237,945−5.9% | Reduced |
| Ameriprise Financial Inc | 3,627,040 | $42.8M | 0.01% | −394,245−9.8% | Reduced |
| Polunin Capital Partners Ltd | 3,247,146 | $41.2M | 6.74% | −8,600−0.3% | Reduced |
| SB Investment Advisers (UK) Ltd | 3,196,951 | $37.8M | 0.30% | −3,841,674−54.6% | Reduced |
| Matthews International Capital Management LLC | 2,979,832 | $35.2M | 8.09% | −593,743−16.6% | Reduced |
| Janus Henderson Group PLC | 2,964,960 | $35.0M | 0.02% | +10,865+0.4% | Added |
| Brilliance Asset Management Ltd | 2,847,336 | $33.6M | 21.89% | −170,119−5.6% | Reduced |
| APG Asset Management N.V. | 3,329,800 | $33.5M | 0.10% | −1,428,600−30.0% | Reduced |
| Canada Pension Plan Investment Board | 2,732,300 | $32.3M | 0.03% | +2,732,300 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,723,994 | $32.2M | 0.08% | +694,067+34.2% | Added |
| Manufacturers Life Insurance Company, The | 2,682,427 | $31.7M | 0.03% | +1,184,342+79.1% | Added |
| Softbank Group Corp | 2,617,681 | $30.9M | 0.12% | −506,965−16.2% | Reduced |
| Qube Research & Technologies Ltd | 2,590,621 | $30.6M | 0.04% | −137,006−5.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,418,946 | $28.6M | 0.05% | −839,279−25.8% | Reduced |
| SG Americas Securities, LLC | 2,408,596 | $28.4M | 0.12% | −55,216−2.2% | Reduced |
| Sylebra Capital LLC | 2,248,977 | $26.6M | 1.08% | −1,894,771−45.7% | Reduced |
| State Street Corp | 2,241,419 | $26.5M | 0.00% | −262,589−10.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,104,854 | $24.9M | 0.02% | −31,843−1.5% | Reduced |
| Kadensa Capital Ltd | 1,980,461 | $23.4M | 3.72% | +692,192+53.7% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,842,337 | $21.8M | 0.43% | +1,842,337 | New |
| Cederberg Capital Ltd | 1,684,300 | $19.9M | 7.30% | −300,200−15.1% | Reduced |
| Farallon Capital Management, L.L.C. | 1,550,598 | $18.3M | 0.08% | −5,806,609−78.9% | Reduced |
| Legal & General Group Plc | 1,491,088 | $17.6M | 0.00% | +39,998+2.8% | Added |
| Highlander Partners, L.P. | 1,488,237 | $17.6M | 6.75% | 00.0% | Unchanged |
| Principal Financial Group Inc | 1,481,670 | $17.5M | 0.01% | +1,481,670 | New |
| Blue Creek Capital Management Ltd | 1,461,313 | $17.3M | 24.14% | −115,000−7.3% | Reduced |
| UBS Group AG | 1,354,167 | $16.0M | 0.00% | −1,496,524−52.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,336,080 | $15.8M | 0.02% | +1,267,751+1,855.4% | Added |
| Perpetual Ltd | 1,229,000 | $14.5M | 0.17% | −732,428−37.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,211,700 | $14.3M | 1.84% | −336,566−21.7% | Reduced |
| National Bank of Canada | 1,209,500 | $14.3M | 0.02% | +1,182,043+4,305.1% | Added |
| Acadian Asset Management LLC | 1,153,600 | $13.6M | 0.03% | +942,840+447.4% | Added |
| Schroder Investment Management Group | 1,153,550 | $13.6M | 0.01% | −347,843−23.2% | Reduced |
| California Public Employees Retirement System | 1,134,627 | $13.4M | 0.01% | +83,434+7.9% | Added |
| Russell Investments Group, Ltd. | 1,112,358 | $13.1M | 0.02% | +738,827+197.8% | Added |
| Citigroup Inc | 1,091,222 | $12.9M | 0.01% | +11,826+1.1% | Added |
| Franklin Resources Inc | 1,083,942 | $12.8M | 0.00% | +376,903+53.3% | Added |
| Burgundy Asset Management Ltd. | 1,053,506 | $12.4M | 0.12% | +62,359+6.3% | Added |
| Millennium Management LLC | 995,510 | $11.8M | 0.01% | −2,144,950−68.3% | Reduced |
| Charles Schwab Investment Management Inc | 994,544 | $11.7M | 0.00% | +87,057+9.6% | Added |
| HarbourVest Partners LLC | 957,580 | $11.3M | 12.39% | 00.0% | Unchanged |
| Man Group plc | 957,015 | $11.3M | 0.02% | +161,430+20.3% | Added |
| Nomura Asset Management Co Ltd | 944,862 | $11.2M | 0.03% | −1,992,730−67.8% | Reduced |
| Nomura Holdings Inc | 914,963 | $10.8M | 0.09% | +686,751+300.9% | Added |
| Liontrust Investment Partners LLP | 888,426 | $10.5M | 0.15% | −51,011−5.4% | Reduced |
| Pinebridge Investments, L.P. | 872,373 | $10.3M | 0.08% | −1,252,843−59.0% | Reduced |
| GF Fund Management Co. Ltd. | 864,616 | $10.2M | 0.21% | −82,583−8.7% | Reduced |
| Harvest Fund Management Co., Ltd | 825,281 | $9.61M | 0.45% | +197,323+31.4% | Added |
| Federated Hermes, Inc. | 795,760 | $9.40M | 0.02% | −427,681−35.0% | Reduced |
| Twenty Acre Capital LP | 786,100 | $9.28M | 6.63% | −25,100−3.1% | Reduced |
| Allianz Asset Management GmbH | 784,903 | $9.27M | 0.01% | +542,380+223.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 781,353 | $9.22M | 0.26% | +68,367+9.6% | Added |
| GAM Holding AG | 763,933 | $9.02M | 0.63% | +358,057+88.2% | Added |
| Citadel Advisors LLC | 746,570 | $8.82M | 0.01% | −1,569,743−67.8% | Reduced |
| Price T Rowe Associates Inc | 697,661 | $8.24M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 697,090 | $8.23M | 0.01% | +107,734+18.3% | Added |
| Trexquant Investment LP | 677,191 | $8.00M | 0.09% | +677,191 | New |
| Van Eck Associates Corp | 657,004 | $7.76M | 0.01% | −154,424−19.0% | Reduced |
| SEI Investments Co | 650,947 | $7.69M | 0.01% | −135,604−17.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 595,391 | $7.03M | 0.19% | −288,853−32.7% | Reduced |
| WT Asset Management Ltd | 576,195 | $6.80M | 0.48% | −122,744−17.6% | Reduced |
| TB Alternative Assets Ltd. | 530,454 | $6.26M | 1.16% | 00.0% | Unchanged |
| ABS Direct Equity Fund LLC | 496,480 | $5.86M | 9.32% | +395,480+391.6% | Added |
| Triata Capital Ltd | 486,419 | $5.74M | 1.12% | +86,400+21.6% | Added |
| Octahedron Capital Management L.P. | 482,041 | $5.69M | 4.30% | +233,041+93.6% | Added |
| Wellington Management Group LLP | 473,155 | $5.59M | 0.00% | −59,703−11.2% | Reduced |
| Mawer Investment Management Ltd. | 431,100 | $5.09M | 0.03% | +128,600+42.5% | Added |
| Old Mission Capital LLC | 420,834 | $4.97M | 0.13% | +420,834 | New |