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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, 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.

Institutional holdersQ3 2025: 229 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 heldQ3 2025: $9.24B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q2 2025.

Institutions holding YMM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Union Bancaire Privee, UBP SA138,062$1.62M0.03%−156,360−53.1%Reduced
First Trust Advisors LP125,176$1.62M0.00%+27,904+28.7%Added
Schonfeld Strategic Advisors LLC125,309$1.63M0.01%+125,309New
Newport Asia LLC131,967$1.71M100.00%+131,967New
Royal Bank of Canada132,092$1.71M0.00%+43,843+49.7%Added
Woodline Partners LP136,899$1.78M0.01%+136,899New
Trexquant Investment LP139,461$1.81M0.02%−537,730−79.4%Reduced
Northern Trust Corp142,585$1.85M0.00%+2,754+2.0%Added
Handelsbanken Fonder AB146,956$1.91M0.01%00.0%Unchanged
Headlands Technologies LLC150,079$1.95M0.16%+140,651+1,491.8%Added
Abn Amro Investment Solutions162,124$2.10M0.04%−4,000−2.4%Reduced
Envestnet Asset Management Inc172,472$2.24M0.00%+62,864+57.4%Added
Standard Life Aberdeen plc172,228$2.25M0.00%−47,985−21.8%Reduced
SG Americas Securities, LLC180,819$2.35M0.01%−2,227,777−92.5%Reduced
Parametrica Management Ltd183,840$2.38M3.69%−50,000−21.4%Reduced
Alliancebernstein L.P.188,021$2.44M0.00%−2,239−1.2%Reduced
Limestone Investment Advisors LP195,371$2.53M1.14%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main200,000$2.59M0.00%+200,000New
B. Metzler seel. Sohn & Co. AG203,393$2.64M0.02%+203,393New
Westpac Banking Corp205,241$2.66M0.16%−30,944−13.1%Reduced
Oaktree Fund Advisors, LLC220,499$2.86M5.27%+112,608+104.4%Added
Ramirez Asset Management, Inc.229,278$2.97M0.41%+16,424+7.7%Added
Exchange Traded Concepts, LLC248,174$3.22M0.03%+1,410+0.6%Added
Y-Intercept (Hong Kong) Ltd248,436$3.22M0.08%+98,850+66.1%Added
Geode Capital Management, LLC252,796$3.28M0.00%+93,026+58.2%Added
BLI - Banque de Luxembourg Investments262,000$3.43M0.10%+262,000New
Capital International Sarl264,518$3.43M0.06%+264,518New
China Universal Asset Management Co., Ltd.267,000$3.46M0.29%−35,000−11.6%Reduced
ABS Direct Equity Fund LLC272,619$3.54M5.06%−223,861−45.1%Reduced
AI-Squared Management Ltd278,700$3.61M3.76%+278,700New
Nomura Holdings Inc285,746$3.71M0.02%−629,217−68.8%Reduced
Driehaus Capital Management LLC286,309$3.71M0.03%−5,660,779−95.2%Reduced
Squarepoint Ops LLC293,108$3.80M0.01%+161,282+122.3%Added
Public Employees Retirement System of Ohio305,844$3.97M0.01%−8,000−2.5%Reduced
Citadel Advisors LLC327,987$4.25M0.00%−418,583−56.1%Reduced
State of New Jersey Common Pension Fund D343,473$4.45M0.02%+343,473New
Millennium Management LLC382,968$4.97M0.00%−612,542−61.5%Reduced
SEI Investments Co407,595$5.29M0.01%−243,352−37.4%Reduced
Burgundy Asset Management Ltd.408,685$5.33M0.05%−644,821−61.2%Reduced
Mawer Investment Management Ltd.431,100$5.59M0.03%00.0%Unchanged
Octahedron Capital Management L.P.452,000$5.86M3.33%−30,041−6.2%Reduced
Amiral Gestion455,000$5.90M2.14%+235,000+106.8%Added
Beaconlight Capital, LLC458,277$5.94M2.93%+53,380+13.2%Added
AIA Group Ltd460,301$5.97M0.11%+202,056+78.2%Added
Acadian Asset Management LLC479,120$6.21M0.01%−674,480−58.5%Reduced
Optimas Capital Ltd497,885$6.46M4.08%+497,885New
TB Alternative Assets Ltd.515,054$6.68M1.00%−15,400−2.9%Reduced
Barclays PLC573,611$7.44M0.00%+175,838+44.2%Added
Federated Hermes, Inc.593,624$7.70M0.01%−202,136−25.4%Reduced
Van Eck Associates Corp613,548$7.96M0.01%−43,456−6.6%Reduced
GAM Holding AG640,360$8.31M0.51%−123,573−16.2%Reduced
Lazard Asset Management LLC683,572$8.87M0.01%−13,518−1.9%Reduced
Price T Rowe Associates Inc697,661$9.05M0.00%00.0%Unchanged
Working Capital Advisors (UK) Ltd.705,497$9.15M10.94%+705,497New
BlackRock, Inc.719,900$9.34M0.00%−12,025,764−94.4%Reduced
Harvest Fund Management Co., Ltd799,403$9.50M0.40%−25,878−3.1%Reduced
GF Fund Management Co. Ltd.810,795$10.5M0.19%−53,821−6.2%Reduced
Pinebridge Investments, L.P.869,304$11.3M0.08%−3,069−0.4%Reduced
Liontrust Investment Partners LLP918,835$11.9M0.17%+30,409+3.4%Added
HarbourVest Partners LLC957,580$12.4M6.06%00.0%Unchanged
Charles Schwab Investment Management Inc976,959$12.7M0.00%−17,585−1.8%Reduced
Triata Capital Ltd1,009,219$13.1M1.53%+522,800+107.5%Added
Susquehanna Fundamental Investments, LLC1,034,085$13.4M0.52%+438,694+73.7%Added
California Public Employees Retirement System1,043,468$13.5M0.01%−91,159−8.0%Reduced
Franklin Resources Inc1,096,660$14.2M0.00%+12,718+1.2%Added
Perpetual Ltd1,101,906$14.3M0.18%−127,094−10.3%Reduced
UBS Group AG1,190,547$15.4M0.00%−163,620−12.1%Reduced
Highlander Partners, L.P.1,228,237$15.9M5.56%−260,000−17.5%Reduced
Pictet Asset Management Holding SA1,247,064$16.2M0.02%+1,172,482+1,572.1%Added
C WorldWide Group Holding A/S1,368,300$17.7M0.27%+1,368,300New
Citigroup Inc1,394,809$18.1M0.01%+303,587+27.8%Added
Legal & General Group Plc1,497,185$19.4M0.00%+6,097+0.4%Added
Allianz Asset Management GmbH1,526,538$19.8M0.02%+741,635+94.5%Added
Blue Creek Capital Management Ltd1,557,313$20.2M24.85%+96,000+6.6%Added
Keystone Investors Pte Ltd1,559,186$20.2M2.34%+1,559,186New
Oversea-Chinese Banking CORP Ltd1,610,669$20.9M0.54%+829,316+106.1%Added
Jane Street Group, LLC1,638,575$21.3M0.02%+1,508,297+1,157.8%Added
Nordea Investment Management AB1,699,440$22.2M0.02%+1,699,440New
Matthews International Capital Management LLC1,851,438$24.0M5.59%−1,128,394−37.9%Reduced
State Street Corp1,881,931$24.4M0.00%−359,488−16.0%Reduced
Qube Research & Technologies Ltd1,903,758$24.7M0.03%−686,863−26.5%Reduced
Voloridge Investment Management, LLC2,138,092$27.7M0.09%+2,138,092New
Manufacturers Life Insurance Company, The2,233,393$29.0M0.02%−449,034−16.7%Reduced
Russell Investments Group, Ltd.2,260,366$29.3M0.03%+1,148,008+103.2%Added
D. E. Shaw & Co., Inc.2,314,930$30.0M0.02%+978,850+73.3%Added
HSBC Holdings PLC2,337,507$30.3M0.02%+1,966,842+530.6%Added
Cederberg Capital Ltd2,467,000$32.0M9.14%+782,700+46.5%Added
Robeco Institutional Asset Management B.V.2,477,746$32.1M0.05%+58,800+2.4%Added
Bright Valley Capital Ltd2,572,000$33.4M26.37%+2,572,000New
BNP Paribas Arbitrage, SA2,604,359$33.8M0.03%+499,505+23.7%Added
Carrhae Capital LLP2,674,774$34.7M3.29%+2,674,774New
Janus Henderson Group PLC2,716,960$35.2M0.02%−248,000−8.4%Reduced
National Bank of Canada2,757,300$35.8M0.04%+1,547,800+128.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3,037,777$39.7M0.10%+313,783+11.5%Added
Ameriprise Financial Inc3,213,388$41.7M0.01%−413,652−11.4%Reduced
Polunin Capital Partners Ltd3,145,346$42.1M6.19%−101,800−3.1%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital3,797,697$49.3M0.82%+1,955,360+106.1%Added
Bank of America Corp3,828,493$49.7M0.00%−968,885−20.2%Reduced
Capital International Inc3,859,842$50.1M0.40%+3,859,842New
Alpine Investment Management Ltd4,000,000$51.9M43.62%−598,038−13.0%Reduced