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, Q4 2025
Institutional positions in Full Truck Alliance Co. Ltd. as of Dec 31, 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
- 211
- −14 vs. Q3 2025
- Shares held
- 743.9M
- +33.7M (+4.7%) vs. Q3 2025
- Total value
- $7.98B
- −$1.22B (−13.2%) vs. Q3 2025
- New holders
- 32
- 76 more added
- Sold out
- 46
- 75 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 76,616,568 | $822.1M | 32.42% | +7,970,988+11.6% | Added |
| FIL Ltd | 64,382,173 | $690.8M | 0.52% | +1,040,793+1.6% | Added |
| Invesco Ltd. | 58,272,671 | $625.3M | 0.06% | +4,049,322+7.5% | Added |
| Schroder Investment Management Group | 47,859,035 | $513.5M | 0.39% | +14,525,984+43.6% | Added |
| Vanguard Group Inc | 33,004,634 | $354.1M | 0.01% | +461,147+1.4% | Added |
| Krane Funds Advisors LLC | 32,100,736 | $344.4M | 11.18% | +3,935,263+14.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 28,597,879 | $306.9M | 7.59% | 00.0% | Unchanged |
| Aspex Management (HK) Ltd | 23,763,953 | $255.0M | 5.18% | 00.0% | Unchanged |
| All-Stars Investment Ltd | 22,095,164 | $237.1M | 88.62% | 00.0% | Unchanged |
| FMR LLC | 21,744,763 | $233.3M | 0.01% | −13,028,901−37.5% | Reduced |
| Kontiki Capital Management (HK) Ltd. | 20,380,969 | $218.7M | 12.71% | +5,032,179+32.8% | Added |
| JPMorgan Chase & Co | 18,127,264 | $194.5M | 0.01% | −4,892,445−21.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,625,617 | $189.1M | 0.45% | +6,977,787+65.5% | Added |
| Davis Selected Advisers | 17,537,524 | $188.2M | 0.85% | +2,555,751+17.1% | Added |
| Capital International Investors | 16,533,004 | $177.4M | 0.03% | +2,020,514+13.9% | Added |
| Oceanlink Management Ltd. | 15,007,851 | $161.0M | 31.38% | +9,983,779+198.7% | Added |
| Morgan Stanley | 14,769,842 | $158.5M | 0.01% | −8,609,709−36.8% | Reduced |
| Ward Ferry Management (BVI) Ltd | 14,650,662 | $157.2M | 19.52% | −3,778,922−20.5% | Reduced |
| Alkeon Capital Management LLC | 14,198,535 | $152.4M | 0.67% | 00.0% | Unchanged |
| SC US (TTGP), Ltd. | 13,057,904 | $140.1M | 1.00% | 00.0% | Unchanged |
| North of South Capital LLP | 10,847,821 | $116.4M | 10.46% | +240,446+2.3% | Added |
| UBS Group AG | 9,411,834 | $101.0M | 0.02% | +8,221,287+690.5% | Added |
| Empower Harvest Management Services, Inc. | 8,970,263 | $96.3M | 100.00% | 00.0% | Unchanged |
| Norges Bank | 8,622,839 | $92.5M | 0.01% | +8,622,839 | New |
| Wellington Management Group LLP | 8,191,592 | $87.9M | 0.02% | +8,191,592 | New |
| Alpine Investment Management Ltd | 7,444,800 | $79.9M | 35.88% | +3,444,800+86.1% | Added |
| Sands Capital Management, LLC | 6,123,768 | $65.7M | 0.20% | −643,087−9.5% | Reduced |
| Bamco Inc | 5,772,623 | $61.9M | 0.17% | −542,234−8.6% | Reduced |
| Mondrian Investment Partners LTD | 5,548,648 | $59.5M | 0.98% | +5,548,648 | New |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $56.6M | 0.57% | −4,852,722−47.9% | Reduced |
| Goldman Sachs Group Inc | 5,054,721 | $54.2M | 0.01% | −1,026,568−16.9% | Reduced |
| Capital International Inc | 3,900,483 | $41.9M | 0.33% | +40,641+1.1% | Added |
| Softbank Group Corp | 3,884,483 | $41.7M | 0.27% | −521,828−11.8% | Reduced |
| Carrhae Capital LLP | 3,807,441 | $40.9M | 2.72% | +1,132,667+42.3% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,519,764 | $37.8M | 0.61% | −277,933−7.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,103,462 | $33.3M | 0.04% | +65,685+2.2% | Added |
| Polunin Capital Partners Ltd | 3,152,133 | $31.1M | 4.79% | +6,787+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 2,811,870 | $30.2M | 0.04% | +334,124+13.5% | Added |
| Nordea Investment Management AB | 2,326,558 | $25.1M | 0.02% | +627,118+36.9% | Added |
| Russell Investments Group, Ltd. | 2,320,735 | $24.9M | 0.03% | +60,369+2.7% | Added |
| Jane Street Group, LLC | 2,229,380 | $23.9M | 0.03% | +590,805+36.1% | Added |
| Janus Henderson Group PLC | 2,221,204 | $23.8M | 0.01% | −495,756−18.2% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,130,451 | $22.9M | 4.76% | −1,936,488−47.6% | Reduced |
| Marshall Wace, LLP | 2,081,499 | $22.3M | 0.02% | +2,081,499 | New |
| Triata Capital Ltd | 2,004,719 | $21.5M | 2.61% | +995,500+98.6% | Added |
| State Street Corp | 1,868,264 | $20.0M | 0.00% | −13,667−0.7% | Reduced |
| Cederberg Capital Ltd | 1,828,900 | $19.6M | 6.37% | −638,100−25.9% | Reduced |
| Serenity Capital Management Pte. Ltd. | 1,807,769 | $19.4M | 5.15% | +1,807,769 | New |
| Legal & General Group Plc | 1,775,293 | $19.0M | 0.00% | +278,108+18.6% | Added |
| Manufacturers Life Insurance Company, The | 1,627,148 | $17.5M | 0.01% | −606,245−27.1% | Reduced |
| Bank of America Corp | 1,594,840 | $17.1M | 0.00% | −2,233,653−58.3% | Reduced |
| Working Capital Advisors (UK) Ltd. | 1,583,350 | $17.0M | 22.66% | +877,853+124.4% | Added |
| BNP Paribas Arbitrage, SA | 1,552,183 | $16.7M | 0.01% | −1,052,176−40.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,541,153 | $16.5M | 0.46% | −69,516−4.3% | Reduced |
| Franklin Resources Inc | 1,348,557 | $14.5M | 0.00% | +251,897+23.0% | Added |
| Citigroup Inc | 1,331,148 | $14.3M | 0.01% | −63,661−4.6% | Reduced |
| Matthews International Capital Management LLC | 1,296,189 | $13.9M | 4.22% | −555,249−30.0% | Reduced |
| Highlander Partners, L.P. | 1,228,237 | $13.2M | 4.73% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,216,792 | $13.1M | 0.01% | −1,120,715−47.9% | Reduced |
| C WorldWide Group Holding A/S | 1,187,700 | $12.7M | 0.22% | −180,600−13.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 1,167,500 | $12.5M | 0.07% | +1,167,500 | New |
| SG Americas Securities, LLC | 1,146,420 | $12.3M | 0.02% | +965,601+534.0% | Added |
| Harvest Fund Management Co., Ltd | 986,505 | $11.5M | 0.43% | +187,102+23.4% | Added |
| BlackRock, Inc. | 1,043,979 | $11.2M | 0.00% | +324,079+45.0% | Added |
| D. E. Shaw & Co., Inc. | 1,007,460 | $10.8M | 0.01% | −1,307,470−56.5% | Reduced |
| Charles Schwab Investment Management Inc | 978,389 | $10.5M | 0.00% | +1,430+0.1% | Added |
| HarbourVest Partners LLC | 957,580 | $10.3M | 5.90% | 00.0% | Unchanged |
| HRT Financial LP | 941,278 | $10.1M | 0.03% | +895,447+1,953.8% | Added |
| Perpetual Ltd | 853,980 | $9.16M | 0.13% | −247,926−22.5% | Reduced |
| GF Fund Management Co. Ltd. | 817,402 | $8.77M | 0.15% | +6,607+0.8% | Added |
| Notable Capital Management, L.L.C. | 810,448 | $8.70M | 11.86% | +810,448 | New |
| Bright Valley Capital Ltd | 755,876 | $8.11M | 5.50% | −1,816,124−70.6% | Reduced |
| Price T Rowe Associates Inc | 697,661 | $7.49M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 678,130 | $7.28M | 0.00% | +104,519+18.2% | Added |
| Ameriprise Financial Inc | 675,130 | $7.24M | 0.00% | −2,538,258−79.0% | Reduced |
| California Public Employees Retirement System | 661,814 | $7.10M | 0.00% | −381,654−36.6% | Reduced |
| Lazard Asset Management LLC | 635,723 | $6.82M | 0.01% | −47,849−7.0% | Reduced |
| LMR Partners LLP | 630,210 | $6.76M | 0.06% | +630,210 | New |
| Pictet Asset Management Holding SA | 567,782 | $6.09M | 0.01% | −679,282−54.5% | Reduced |
| Liontrust Investment Partners LLP | 545,668 | $5.86M | 0.09% | −373,167−40.6% | Reduced |
| 1832 Asset Management L.P. | 516,223 | $5.54M | 0.01% | +516,223 | New |
| Boundless Plain Holdings Ltd | 510,383 | $5.48M | 1.75% | +510,383 | New |
| AIA Group Ltd | 510,066 | $5.47M | 0.08% | +49,765+10.8% | Added |
| State of New Jersey Common Pension Fund D | 498,759 | $5.35M | 0.02% | +155,286+45.2% | Added |
| BLI - Banque de Luxembourg Investments | 482,000 | $5.27M | 0.15% | +220,000+84.0% | Added |
| TB Alternative Assets Ltd. | 468,434 | $5.03M | 0.82% | −46,620−9.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 466,297 | $5.00M | 0.03% | +340,988+272.1% | Added |
| Van Eck Associates Corp | 462,943 | $4.97M | 0.00% | −150,605−24.5% | Reduced |
| Pinebridge Investments Asia Ltd | 459,229 | $4.93M | 1.69% | +459,229 | New |
| Citadel Advisors LLC | 439,843 | $4.72M | 0.00% | +111,856+34.1% | Added |
| Yiheng Capital Management, L.P. | 411,143 | $4.41M | 1.92% | +411,143 | New |
| Fideuram Asset Management (Ireland) dac | 344,209 | $4.02M | 0.32% | +344,209 | New |
| Geode Capital Management, LLC | 308,502 | $3.31M | 0.00% | +55,706+22.0% | Added |
| Public Employees Retirement System of Ohio | 305,844 | $3.28M | 0.01% | 00.0% | Unchanged |
| GAM Holding AG | 303,655 | $3.26M | 0.21% | −336,705−52.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 299,388 | $3.21M | 0.03% | +95,995+47.2% | Added |
| Federated Hermes, Inc. | 292,745 | $3.14M | 0.01% | −300,879−50.7% | Reduced |
| ABS Direct Equity Fund LLC | 272,619 | $2.93M | 3.48% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 267,685 | $2.87M | 0.00% | −1,636,073−85.9% | Reduced |
| Capital International Sarl | 266,548 | $2.86M | 0.05% | +2,030+0.8% | Added |