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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 166,124 | $1.96M | 0.04% | −87,903−34.6% | Reduced |
| Alps Advisors Inc | 167,550 | $1.98M | 0.01% | +29,450+21.3% | Added |
| PEAK6 LLC | 168,127 | $1.99M | 0.07% | +85,534+103.6% | Added |
| UBS Oconnor LLC | 186,090 | $2.20M | 0.06% | −71,660−27.8% | Reduced |
| Alliancebernstein L.P. | 190,260 | $2.25M | 0.00% | −732,342−79.4% | Reduced |
| Limestone Investment Advisors LP | 195,371 | $2.31M | 1.00% | +195,371 | New |
| Jump Financial, LLC | 195,600 | $2.31M | 0.03% | −333,234−63.0% | Reduced |
| Ramirez Asset Management, Inc. | 212,854 | $2.51M | 0.38% | −1,286−0.6% | Reduced |
| Amiral Gestion | 220,000 | $2.60M | 1.12% | +217,882+10,287.2% | Added |
| Standard Life Aberdeen plc | 220,213 | $2.60M | 0.00% | +14,897+7.3% | Added |
| Parametrica Management Ltd | 233,840 | $2.76M | 5.14% | +107,963+85.8% | Added |
| Westpac Banking Corp | 236,185 | $2.79M | 0.19% | −323,871−57.8% | Reduced |
| Polymer Capital Management (HK) LTD | 238,324 | $2.81M | 0.44% | −595,074−71.4% | Reduced |
| Exchange Traded Concepts, LLC | 246,764 | $2.91M | 0.04% | +246,764 | New |
| Eschler Asset Management LLP | 250,000 | $2.95M | 2.24% | +250,000 | New |
| AIA Group Ltd | 258,245 | $3.05M | 0.07% | +143,594+125.2% | Added |
| Union Bancaire Privee, UBP SA | 294,422 | $3.12M | 0.05% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 265,000 | $3.13M | 0.05% | +265,000 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 266,037 | $3.14M | 2.23% | +136,937+106.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 267,000 | $3.15M | 0.01% | +267,000 | New |
| Lighthouse Investment Partners, LLC | 285,207 | $3.37M | 0.15% | +216,675+316.2% | Added |
| Macquarie Group Ltd | 300,000 | $3.54M | 0.00% | −29,162−8.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 302,000 | $3.57M | 0.34% | −64,500−17.6% | Reduced |
| Public Employees Retirement System of Ohio | 313,844 | $3.71M | 0.01% | −140,000−30.8% | Reduced |
| Point72 Hong Kong Ltd | 318,855 | $3.77M | 0.26% | −1,099,604−77.5% | Reduced |
| HSBC Holdings PLC | 370,665 | $4.38M | 0.00% | −1,907,908−83.7% | Reduced |
| Barclays PLC | 397,773 | $4.70M | 0.00% | +283,699+248.7% | Added |
| Beaconlight Capital, LLC | 404,897 | $4.78M | 2.80% | +404,897 | New |
| UBS Asset Management Americas Inc | 414,407 | $4.89M | 0.00% | +414,407 | New |
| Old Mission Capital LLC | 420,834 | $4.97M | 0.13% | +420,834 | New |
| Mawer Investment Management Ltd. | 431,100 | $5.09M | 0.03% | +128,600+42.5% | Added |
| Wellington Management Group LLP | 473,155 | $5.59M | 0.00% | −59,703−11.2% | Reduced |
| Octahedron Capital Management L.P. | 482,041 | $5.69M | 4.30% | +233,041+93.6% | Added |
| Triata Capital Ltd | 486,419 | $5.74M | 1.12% | +86,400+21.6% | Added |
| ABS Direct Equity Fund LLC | 496,480 | $5.86M | 9.32% | +395,480+391.6% | Added |
| TB Alternative Assets Ltd. | 530,454 | $6.26M | 1.16% | 00.0% | Unchanged |
| WT Asset Management Ltd | 576,195 | $6.80M | 0.48% | −122,744−17.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 595,391 | $7.03M | 0.19% | −288,853−32.7% | Reduced |
| SEI Investments Co | 650,947 | $7.69M | 0.01% | −135,604−17.2% | Reduced |
| Van Eck Associates Corp | 657,004 | $7.76M | 0.01% | −154,424−19.0% | Reduced |
| Trexquant Investment LP | 677,191 | $8.00M | 0.09% | +677,191 | New |
| Lazard Asset Management LLC | 697,090 | $8.23M | 0.01% | +107,734+18.3% | Added |
| Price T Rowe Associates Inc | 697,661 | $8.24M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 746,570 | $8.82M | 0.01% | −1,569,743−67.8% | Reduced |
| GAM Holding AG | 763,933 | $9.02M | 0.63% | +358,057+88.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 781,353 | $9.22M | 0.26% | +68,367+9.6% | Added |
| Allianz Asset Management GmbH | 784,903 | $9.27M | 0.01% | +542,380+223.6% | Added |
| Twenty Acre Capital LP | 786,100 | $9.28M | 6.63% | −25,100−3.1% | Reduced |
| Federated Hermes, Inc. | 795,760 | $9.40M | 0.02% | −427,681−35.0% | Reduced |
| Harvest Fund Management Co., Ltd | 825,281 | $9.61M | 0.45% | +197,323+31.4% | Added |
| GF Fund Management Co. Ltd. | 864,616 | $10.2M | 0.21% | −82,583−8.7% | Reduced |
| Pinebridge Investments, L.P. | 872,373 | $10.3M | 0.08% | −1,252,843−59.0% | Reduced |
| Liontrust Investment Partners LLP | 888,426 | $10.5M | 0.15% | −51,011−5.4% | Reduced |
| Nomura Holdings Inc | 914,963 | $10.8M | 0.09% | +686,751+300.9% | Added |
| Nomura Asset Management Co Ltd | 944,862 | $11.2M | 0.03% | −1,992,730−67.8% | Reduced |
| Man Group plc | 957,015 | $11.3M | 0.02% | +161,430+20.3% | Added |
| HarbourVest Partners LLC | 957,580 | $11.3M | 12.39% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 994,544 | $11.7M | 0.00% | +87,057+9.6% | Added |
| Millennium Management LLC | 995,510 | $11.8M | 0.01% | −2,144,950−68.3% | Reduced |
| Burgundy Asset Management Ltd. | 1,053,506 | $12.4M | 0.12% | +62,359+6.3% | Added |
| Franklin Resources Inc | 1,083,942 | $12.8M | 0.00% | +376,903+53.3% | Added |
| Citigroup Inc | 1,091,222 | $12.9M | 0.01% | +11,826+1.1% | Added |
| Russell Investments Group, Ltd. | 1,112,358 | $13.1M | 0.02% | +738,827+197.8% | Added |
| California Public Employees Retirement System | 1,134,627 | $13.4M | 0.01% | +83,434+7.9% | Added |
| Schroder Investment Management Group | 1,153,550 | $13.6M | 0.01% | −347,843−23.2% | Reduced |
| Acadian Asset Management LLC | 1,153,600 | $13.6M | 0.03% | +942,840+447.4% | Added |
| National Bank of Canada | 1,209,500 | $14.3M | 0.02% | +1,182,043+4,305.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,211,700 | $14.3M | 1.84% | −336,566−21.7% | Reduced |
| Perpetual Ltd | 1,229,000 | $14.5M | 0.17% | −732,428−37.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,336,080 | $15.8M | 0.02% | +1,267,751+1,855.4% | Added |
| UBS Group AG | 1,354,167 | $16.0M | 0.00% | −1,496,524−52.5% | Reduced |
| Blue Creek Capital Management Ltd | 1,461,313 | $17.3M | 24.14% | −115,000−7.3% | Reduced |
| Principal Financial Group Inc | 1,481,670 | $17.5M | 0.01% | +1,481,670 | New |
| Highlander Partners, L.P. | 1,488,237 | $17.6M | 6.75% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,491,088 | $17.6M | 0.00% | +39,998+2.8% | Added |
| Farallon Capital Management, L.L.C. | 1,550,598 | $18.3M | 0.08% | −5,806,609−78.9% | Reduced |
| Cederberg Capital Ltd | 1,684,300 | $19.9M | 7.30% | −300,200−15.1% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 1,842,337 | $21.8M | 0.43% | +1,842,337 | New |
| Kadensa Capital Ltd | 1,980,461 | $23.4M | 3.72% | +692,192+53.7% | Added |
| BNP Paribas Arbitrage, SA | 2,104,854 | $24.9M | 0.02% | −31,843−1.5% | Reduced |
| State Street Corp | 2,241,419 | $26.5M | 0.00% | −262,589−10.5% | Reduced |
| Sylebra Capital LLC | 2,248,977 | $26.6M | 1.08% | −1,894,771−45.7% | Reduced |
| SG Americas Securities, LLC | 2,408,596 | $28.4M | 0.12% | −55,216−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,418,946 | $28.6M | 0.05% | −839,279−25.8% | Reduced |
| Qube Research & Technologies Ltd | 2,590,621 | $30.6M | 0.04% | −137,006−5.0% | Reduced |
| Softbank Group Corp | 2,617,681 | $30.9M | 0.12% | −506,965−16.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,682,427 | $31.7M | 0.03% | +1,184,342+79.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,723,994 | $32.2M | 0.08% | +694,067+34.2% | Added |
| Canada Pension Plan Investment Board | 2,732,300 | $32.3M | 0.03% | +2,732,300 | New |
| APG Asset Management N.V. | 3,329,800 | $33.5M | 0.10% | −1,428,600−30.0% | Reduced |
| Brilliance Asset Management Ltd | 2,847,336 | $33.6M | 21.89% | −170,119−5.6% | Reduced |
| Janus Henderson Group PLC | 2,964,960 | $35.0M | 0.02% | +10,865+0.4% | Added |
| Matthews International Capital Management LLC | 2,979,832 | $35.2M | 8.09% | −593,743−16.6% | Reduced |
| SB Investment Advisers (UK) Ltd | 3,196,951 | $37.8M | 0.30% | −3,841,674−54.6% | Reduced |
| Polunin Capital Partners Ltd | 3,247,146 | $41.2M | 6.74% | −8,600−0.3% | Reduced |
| Ameriprise Financial Inc | 3,627,040 | $42.8M | 0.01% | −394,245−9.8% | Reduced |
| E Fund Management Co., Ltd. | 3,810,726 | $45.0M | 2.15% | −237,945−5.9% | Reduced |
| Keywise Capital Management (HK) Ltd | 4,279,365 | $50.5M | 4.60% | +44,965+1.1% | Added |
| Alpine Investment Management Ltd | 4,598,038 | $54.3M | 25.98% | +4,598,038 | New |
| Nuveen, LLC | 4,675,399 | $55.2M | 0.02% | −17,872−0.4% | Reduced |