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 |
|---|---|---|---|---|---|
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 4,066,553 | $52.7M | 1.29% | +4,066,553 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,066,939 | $52.7M | 9.75% | −3,081,920−43.1% | Reduced |
| Softbank Group Corp | 4,406,311 | $57.1M | 0.22% | +1,788,630+68.3% | Added |
| Oceanlink Management Ltd. | 5,024,072 | $65.2M | 11.50% | −11,734,694−70.0% | Reduced |
| Goldman Sachs Group Inc | 6,081,289 | $78.9M | 0.01% | −5,174,123−46.0% | Reduced |
| Bamco Inc | 6,314,857 | $81.9M | 0.22% | −1,685,749−21.1% | Reduced |
| Sands Capital Management, LLC | 6,766,855 | $87.8M | 0.24% | −159,741−2.3% | Reduced |
| Empower Harvest Management Services, Inc. | 8,970,263 | $116.3M | 100.00% | 00.0% | Unchanged |
| SB Investment Advisers (UK) Ltd | 10,125,112 | $131.3M | 0.99% | +6,928,161+216.7% | Added |
| North of South Capital LLP | 10,607,375 | $137.6M | 13.22% | +2,682,409+33.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,647,830 | $138.1M | 0.30% | +4,611,050+76.4% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $169.4M | 1.04% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 14,198,535 | $184.2M | 0.83% | −500,000−3.4% | Reduced |
| Capital International Investors | 14,512,490 | $188.2M | 0.03% | +14,512,490 | New |
| Davis Selected Advisers | 14,981,773 | $194.3M | 1.01% | +3,345,848+28.8% | Added |
| Kontiki Capital Management (HK) Ltd. | 15,348,790 | $199.1M | 10.59% | −199,609−1.3% | Reduced |
| Ward Ferry Management (BVI) Ltd | 18,429,584 | $239.0M | 26.51% | −379,600−2.0% | Reduced |
| All-Stars Investment Ltd | 22,095,164 | $286.6M | 87.59% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,019,709 | $298.6M | 0.02% | −7,337,066−24.2% | Reduced |
| Morgan Stanley | 23,379,551 | $303.2M | 0.02% | −4,321,409−15.6% | Reduced |
| Aspex Management (HK) Ltd | 23,763,953 | $308.2M | 6.59% | +1,308,330+5.8% | Added |
| Krane Funds Advisors LLC | 28,165,473 | $352.1M | 10.01% | +5,880,548+26.4% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 28,597,879 | $370.9M | 8.35% | −196,648−0.7% | Reduced |
| Vanguard Group Inc | 32,543,487 | $422.1M | 0.01% | +353,840+1.1% | Added |
| Schroder Investment Management Group | 33,333,051 | $432.3M | 0.34% | +32,179,501+2,789.6% | Added |
| FMR LLC | 34,773,664 | $451.0M | 0.02% | −3,595,236−9.4% | Reduced |
| Invesco Ltd. | 54,223,349 | $703.3M | 0.11% | +21,628,993+66.4% | Added |
| FIL Ltd | 63,341,380 | $821.5M | 0.65% | +9,264,895+17.1% | Added |
| First Beijing Investment Ltd | 68,645,580 | $890.3M | 34.38% | +29,150,926+73.8% | Added |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −14,486,413−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −4,675,399−100.0% | Sold out |
| Brilliance Asset Management Ltd | 0 | $0 | 0.00% | −2,847,336−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −3,329,800−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,732,300−100.0% | Sold out |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −2,248,977−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −1,980,461−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,550,598−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −1,481,670−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −1,211,700−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −957,015−100.0% | Sold out |
| Twenty Acre Capital LP | 0 | $0 | 0.00% | −786,100−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −576,195−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −473,155−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −420,834−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −414,407−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −318,855−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −285,207−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −267,000−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −186,090−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −167,550−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −143,222−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −136,408−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −120,522−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −113,876−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −96,825−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −68,035−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −49,106−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −48,339−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Freemont Capital Pte Ltd | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −14,619−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,022−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |