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, Q3 2025
Institutional positions in Full Truck Alliance Co. Ltd. as of Sep 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
- +3 vs. Q2 2025
- Shares held
- 713.1M
- +56.5M (+8.6%) vs. Q2 2025
- Total value
- $9.24B
- +$1.49B (+19.2%) vs. Q2 2025
- New holders
- 44
- 77 more added
- Sold out
- 41
- 83 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 68,645,580 | $890.3M | 34.38% | +29,150,926+73.8% | Added |
| FIL Ltd | 63,341,380 | $821.5M | 0.65% | +9,264,895+17.1% | Added |
| Invesco Ltd. | 54,223,349 | $703.3M | 0.11% | +21,628,993+66.4% | Added |
| FMR LLC | 34,773,664 | $451.0M | 0.02% | −3,595,236−9.4% | Reduced |
| Schroder Investment Management Group | 33,333,051 | $432.3M | 0.34% | +32,179,501+2,789.6% | Added |
| Vanguard Group Inc | 32,543,487 | $422.1M | 0.01% | +353,840+1.1% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 28,597,879 | $370.9M | 8.35% | −196,648−0.7% | Reduced |
| Krane Funds Advisors LLC | 28,165,473 | $352.1M | 10.01% | +5,880,548+26.4% | Added |
| Aspex Management (HK) Ltd | 23,763,953 | $308.2M | 6.59% | +1,308,330+5.8% | Added |
| Morgan Stanley | 23,379,551 | $303.2M | 0.02% | −4,321,409−15.6% | Reduced |
| JPMorgan Chase & Co | 23,019,709 | $298.6M | 0.02% | −7,337,066−24.2% | Reduced |
| All-Stars Investment Ltd | 22,095,164 | $286.6M | 87.59% | 00.0% | Unchanged |
| Ward Ferry Management (BVI) Ltd | 18,429,584 | $239.0M | 26.51% | −379,600−2.0% | Reduced |
| Kontiki Capital Management (HK) Ltd. | 15,348,790 | $199.1M | 10.59% | −199,609−1.3% | Reduced |
| Davis Selected Advisers | 14,981,773 | $194.3M | 1.01% | +3,345,848+28.8% | Added |
| Capital International Investors | 14,512,490 | $188.2M | 0.03% | +14,512,490 | New |
| Alkeon Capital Management LLC | 14,198,535 | $184.2M | 0.83% | −500,000−3.4% | Reduced |
| SC US (TTGP), Ltd. | 13,057,904 | $169.4M | 1.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,647,830 | $138.1M | 0.30% | +4,611,050+76.4% | Added |
| North of South Capital LLP | 10,607,375 | $137.6M | 13.22% | +2,682,409+33.8% | Added |
| SB Investment Advisers (UK) Ltd | 10,125,112 | $131.3M | 0.99% | +6,928,161+216.7% | Added |
| Empower Harvest Management Services, Inc. | 8,970,263 | $116.3M | 100.00% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 6,766,855 | $87.8M | 0.24% | −159,741−2.3% | Reduced |
| Bamco Inc | 6,314,857 | $81.9M | 0.22% | −1,685,749−21.1% | Reduced |
| Goldman Sachs Group Inc | 6,081,289 | $78.9M | 0.01% | −5,174,123−46.0% | Reduced |
| Oceanlink Management Ltd. | 5,024,072 | $65.2M | 11.50% | −11,734,694−70.0% | Reduced |
| Softbank Group Corp | 4,406,311 | $57.1M | 0.22% | +1,788,630+68.3% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,066,939 | $52.7M | 9.75% | −3,081,920−43.1% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,066,553 | $52.7M | 1.29% | +4,066,553 | New |
| Alpine Investment Management Ltd | 4,000,000 | $51.9M | 43.62% | −598,038−13.0% | Reduced |
| Capital International Inc | 3,859,842 | $50.1M | 0.40% | +3,859,842 | New |
| Bank of America Corp | 3,828,493 | $49.7M | 0.00% | −968,885−20.2% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,797,697 | $49.3M | 0.82% | +1,955,360+106.1% | Added |
| Polunin Capital Partners Ltd | 3,145,346 | $42.1M | 6.19% | −101,800−3.1% | Reduced |
| Ameriprise Financial Inc | 3,213,388 | $41.7M | 0.01% | −413,652−11.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,037,777 | $39.7M | 0.10% | +313,783+11.5% | Added |
| National Bank of Canada | 2,757,300 | $35.8M | 0.04% | +1,547,800+128.0% | Added |
| Janus Henderson Group PLC | 2,716,960 | $35.2M | 0.02% | −248,000−8.4% | Reduced |
| Carrhae Capital LLP | 2,674,774 | $34.7M | 3.29% | +2,674,774 | New |
| BNP Paribas Arbitrage, SA | 2,604,359 | $33.8M | 0.03% | +499,505+23.7% | Added |
| Bright Valley Capital Ltd | 2,572,000 | $33.4M | 26.37% | +2,572,000 | New |
| Robeco Institutional Asset Management B.V. | 2,477,746 | $32.1M | 0.05% | +58,800+2.4% | Added |
| Cederberg Capital Ltd | 2,467,000 | $32.0M | 9.14% | +782,700+46.5% | Added |
| HSBC Holdings PLC | 2,337,507 | $30.3M | 0.02% | +1,966,842+530.6% | Added |
| D. E. Shaw & Co., Inc. | 2,314,930 | $30.0M | 0.02% | +978,850+73.3% | Added |
| Russell Investments Group, Ltd. | 2,260,366 | $29.3M | 0.03% | +1,148,008+103.2% | Added |
| Manufacturers Life Insurance Company, The | 2,233,393 | $29.0M | 0.02% | −449,034−16.7% | Reduced |
| Voloridge Investment Management, LLC | 2,138,092 | $27.7M | 0.09% | +2,138,092 | New |
| Qube Research & Technologies Ltd | 1,903,758 | $24.7M | 0.03% | −686,863−26.5% | Reduced |
| State Street Corp | 1,881,931 | $24.4M | 0.00% | −359,488−16.0% | Reduced |
| Matthews International Capital Management LLC | 1,851,438 | $24.0M | 5.59% | −1,128,394−37.9% | Reduced |
| Nordea Investment Management AB | 1,699,440 | $22.2M | 0.02% | +1,699,440 | New |
| Jane Street Group, LLC | 1,638,575 | $21.3M | 0.02% | +1,508,297+1,157.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,610,669 | $20.9M | 0.54% | +829,316+106.1% | Added |
| Keystone Investors Pte Ltd | 1,559,186 | $20.2M | 2.34% | +1,559,186 | New |
| Blue Creek Capital Management Ltd | 1,557,313 | $20.2M | 24.85% | +96,000+6.6% | Added |
| Allianz Asset Management GmbH | 1,526,538 | $19.8M | 0.02% | +741,635+94.5% | Added |
| Legal & General Group Plc | 1,497,185 | $19.4M | 0.00% | +6,097+0.4% | Added |
| Citigroup Inc | 1,394,809 | $18.1M | 0.01% | +303,587+27.8% | Added |
| C WorldWide Group Holding A/S | 1,368,300 | $17.7M | 0.27% | +1,368,300 | New |
| Pictet Asset Management Holding SA | 1,247,064 | $16.2M | 0.02% | +1,172,482+1,572.1% | Added |
| Highlander Partners, L.P. | 1,228,237 | $15.9M | 5.56% | −260,000−17.5% | Reduced |
| UBS Group AG | 1,190,547 | $15.4M | 0.00% | −163,620−12.1% | Reduced |
| Perpetual Ltd | 1,101,906 | $14.3M | 0.18% | −127,094−10.3% | Reduced |
| Franklin Resources Inc | 1,096,660 | $14.2M | 0.00% | +12,718+1.2% | Added |
| California Public Employees Retirement System | 1,043,468 | $13.5M | 0.01% | −91,159−8.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 1,034,085 | $13.4M | 0.52% | +438,694+73.7% | Added |
| Triata Capital Ltd | 1,009,219 | $13.1M | 1.53% | +522,800+107.5% | Added |
| Charles Schwab Investment Management Inc | 976,959 | $12.7M | 0.00% | −17,585−1.8% | Reduced |
| HarbourVest Partners LLC | 957,580 | $12.4M | 6.06% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 918,835 | $11.9M | 0.17% | +30,409+3.4% | Added |
| Pinebridge Investments, L.P. | 869,304 | $11.3M | 0.08% | −3,069−0.4% | Reduced |
| GF Fund Management Co. Ltd. | 810,795 | $10.5M | 0.19% | −53,821−6.2% | Reduced |
| Harvest Fund Management Co., Ltd | 799,403 | $9.50M | 0.40% | −25,878−3.1% | Reduced |
| BlackRock, Inc. | 719,900 | $9.34M | 0.00% | −12,025,764−94.4% | Reduced |
| Working Capital Advisors (UK) Ltd. | 705,497 | $9.15M | 10.94% | +705,497 | New |
| Price T Rowe Associates Inc | 697,661 | $9.05M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 683,572 | $8.87M | 0.01% | −13,518−1.9% | Reduced |
| GAM Holding AG | 640,360 | $8.31M | 0.51% | −123,573−16.2% | Reduced |
| Van Eck Associates Corp | 613,548 | $7.96M | 0.01% | −43,456−6.6% | Reduced |
| Federated Hermes, Inc. | 593,624 | $7.70M | 0.01% | −202,136−25.4% | Reduced |
| Barclays PLC | 573,611 | $7.44M | 0.00% | +175,838+44.2% | Added |
| TB Alternative Assets Ltd. | 515,054 | $6.68M | 1.00% | −15,400−2.9% | Reduced |
| Optimas Capital Ltd | 497,885 | $6.46M | 4.08% | +497,885 | New |
| Acadian Asset Management LLC | 479,120 | $6.21M | 0.01% | −674,480−58.5% | Reduced |
| AIA Group Ltd | 460,301 | $5.97M | 0.11% | +202,056+78.2% | Added |
| Beaconlight Capital, LLC | 458,277 | $5.94M | 2.93% | +53,380+13.2% | Added |
| Amiral Gestion | 455,000 | $5.90M | 2.14% | +235,000+106.8% | Added |
| Octahedron Capital Management L.P. | 452,000 | $5.86M | 3.33% | −30,041−6.2% | Reduced |
| Mawer Investment Management Ltd. | 431,100 | $5.59M | 0.03% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 408,685 | $5.33M | 0.05% | −644,821−61.2% | Reduced |
| SEI Investments Co | 407,595 | $5.29M | 0.01% | −243,352−37.4% | Reduced |
| Millennium Management LLC | 382,968 | $4.97M | 0.00% | −612,542−61.5% | Reduced |
| State of New Jersey Common Pension Fund D | 343,473 | $4.45M | 0.02% | +343,473 | New |
| Citadel Advisors LLC | 327,987 | $4.25M | 0.00% | −418,583−56.1% | Reduced |
| Public Employees Retirement System of Ohio | 305,844 | $3.97M | 0.01% | −8,000−2.5% | Reduced |
| Squarepoint Ops LLC | 293,108 | $3.80M | 0.01% | +161,282+122.3% | Added |
| Driehaus Capital Management LLC | 286,309 | $3.71M | 0.03% | −5,660,779−95.2% | Reduced |
| Nomura Holdings Inc | 285,746 | $3.71M | 0.02% | −629,217−68.8% | Reduced |
| AI-Squared Management Ltd | 278,700 | $3.61M | 3.76% | +278,700 | New |