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 |
|---|---|---|---|---|---|
| Bank of America Corp | 4,797,378 | $56.7M | 0.00% | +392,901+8.9% | Added |
| Driehaus Capital Management LLC | 5,947,088 | $70.2M | 0.56% | +5,947,088 | New |
| Mitsubishi UFJ Trust & Banking Corp | 6,036,780 | $71.3M | 0.17% | +3,723,722+161.0% | Added |
| Sands Capital Management, LLC | 6,926,596 | $81.8M | 0.23% | −3,323,696−32.4% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 7,148,859 | $84.4M | 14.76% | +7,148,859 | New |
| North of South Capital LLP | 7,924,966 | $93.6M | 9.84% | +1,767,038+28.7% | Added |
| Bamco Inc | 8,000,606 | $94.5M | 0.26% | −1,215,100−13.2% | Reduced |
| Empower Harvest Management Services, Inc. | 8,970,263 | $105.9M | 100.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 11,255,412 | $132.9M | 0.02% | +494,003+4.6% | Added |
| Norges Bank | 11,399,070 | $134.6M | 0.02% | +3,391,948+42.4% | Added |
| Davis Selected Advisers | 11,635,925 | $137.4M | 0.73% | +3,816,581+48.8% | Added |
| BlackRock, Inc. | 12,745,664 | $150.5M | 0.00% | +3,137,839+32.7% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $154.2M | 1.09% | 00.0% | Unchanged |
| Baillie Gifford & Co | 14,486,413 | $171.1M | 0.13% | −242,724−1.6% | Reduced |
| Alkeon Capital Management LLC | 14,698,535 | $173.6M | 0.84% | +790,000+5.7% | Added |
| Kontiki Capital Management (HK) Ltd. | 15,548,399 | $183.6M | 10.48% | +9,180,373+144.2% | Added |
| Oceanlink Management Ltd. | 16,758,766 | $197.9M | 25.59% | +1,053,422+6.7% | Added |
| Ward Ferry Management (BVI) Ltd | 18,809,184 | $222.1M | 23.90% | 00.0% | Unchanged |
| All-Stars Investment Ltd | 22,095,164 | $260.9M | 87.58% | −591,449−2.6% | Reduced |
| Krane Funds Advisors LLC | 22,284,925 | $263.2M | 10.35% | −3,922,240−15.0% | Reduced |
| Aspex Management (HK) Ltd | 22,455,623 | $265.2M | 5.77% | +7,246,996+47.7% | Added |
| Morgan Stanley | 27,700,960 | $327.1M | 0.02% | +829,680+3.1% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 28,794,527 | $340.1M | 11.83% | +2,799,386+10.8% | Added |
| JPMorgan Chase & Co | 30,356,775 | $358.5M | 0.02% | −3,893,524−11.4% | Reduced |
| Vanguard Group Inc | 32,189,647 | $380.2M | 0.01% | +2,815,770+9.6% | Added |
| Invesco Ltd. | 32,594,356 | $384.9M | 0.07% | +1,628,785+5.3% | Added |
| FMR LLC | 38,368,900 | $453.1M | 0.03% | +4,853,350+14.5% | Added |
| First Beijing Investment Ltd | 39,494,654 | $466.4M | 26.10% | +9,757,852+32.8% | Added |
| FIL Ltd | 54,076,485 | $638.6M | 0.55% | +257,928+0.5% | Added |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −4,484,587−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −3,000,123−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −2,381,411−100.0% | Sold out |
| NS Partners Ltd | 0 | $0 | 0.00% | −1,413,600−100.0% | Sold out |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −1,084,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,035,457−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −791,903−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −534,601−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −501,242−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −436,514−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −386,941−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −343,239−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −272,643−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −229,591−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −199,729−100.0% | Sold out |
| Myriad Asset Management US LP | 0 | $0 | 0.00% | −195,444−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −175,700−100.0% | Sold out |
| Raiffeisen Bank International AG | 0 | $0 | 0.00% | −173,900−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −83,158−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −80,903−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −74,877−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −70,614−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −69,375−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −65,800−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −61,038−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −59,350−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −48,700−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −46,100−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −28,905−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −28,655−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −26,510−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −25,152−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −24,798−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,695−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,231−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,211−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −17,358−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,996−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,567−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,185−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −6,990−100.0% | Sold out |
| Shen Neil Nanpeng | 0 | $0 | 0.00% | −7,174−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,013−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Pinpoint Asset Management Ltd | – | – | – | – | Not filed |
| Caas Capital Management LP | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |