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 |
|---|---|---|---|---|---|
| Union Bancaire Privee, UBP SA | 196,686 | $1.93M | 0.03% | +58,624+42.5% | Added |
| Alliancebernstein L.P. | 180,585 | $1.94M | 0.00% | −7,436−4.0% | Reduced |
| Jain Global LLC | 182,372 | $1.96M | 0.02% | +182,372 | New |
| Amiral Gestion | 185,000 | $1.99M | 0.73% | −270,000−59.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 187,000 | $2.01M | 0.15% | −80,000−30.0% | Reduced |
| Limestone Investment Advisors LP | 195,371 | $2.10M | 1.42% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 203,734 | $2.19M | 0.02% | −44,440−17.9% | Reduced |
| Westpac Banking Corp | 205,241 | $2.20M | 0.14% | 00.0% | Unchanged |
| Newport Asia LLC | 205,876 | $2.21M | 100.00% | +73,909+56.0% | Added |
| Oaktree Fund Advisors, LLC | 209,099 | $2.24M | 4.15% | −11,400−5.2% | Reduced |
| Capital International Sarl | 266,548 | $2.86M | 0.05% | +2,030+0.8% | Added |
| Qube Research & Technologies Ltd | 267,685 | $2.87M | 0.00% | −1,636,073−85.9% | Reduced |
| ABS Direct Equity Fund LLC | 272,619 | $2.93M | 3.48% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 292,745 | $3.14M | 0.01% | −300,879−50.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 299,388 | $3.21M | 0.03% | +95,995+47.2% | Added |
| GAM Holding AG | 303,655 | $3.26M | 0.21% | −336,705−52.6% | Reduced |
| Public Employees Retirement System of Ohio | 305,844 | $3.28M | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 308,502 | $3.31M | 0.00% | +55,706+22.0% | Added |
| Fideuram Asset Management (Ireland) dac | 344,209 | $4.02M | 0.32% | +344,209 | New |
| Yiheng Capital Management, L.P. | 411,143 | $4.41M | 1.92% | +411,143 | New |
| Citadel Advisors LLC | 439,843 | $4.72M | 0.00% | +111,856+34.1% | Added |
| Pinebridge Investments Asia Ltd | 459,229 | $4.93M | 1.69% | +459,229 | New |
| Van Eck Associates Corp | 462,943 | $4.97M | 0.00% | −150,605−24.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 466,297 | $5.00M | 0.03% | +340,988+272.1% | Added |
| TB Alternative Assets Ltd. | 468,434 | $5.03M | 0.82% | −46,620−9.1% | Reduced |
| BLI - Banque de Luxembourg Investments | 482,000 | $5.27M | 0.15% | +220,000+84.0% | Added |
| State of New Jersey Common Pension Fund D | 498,759 | $5.35M | 0.02% | +155,286+45.2% | Added |
| AIA Group Ltd | 510,066 | $5.47M | 0.08% | +49,765+10.8% | Added |
| Boundless Plain Holdings Ltd | 510,383 | $5.48M | 1.75% | +510,383 | New |
| 1832 Asset Management L.P. | 516,223 | $5.54M | 0.01% | +516,223 | New |
| Liontrust Investment Partners LLP | 545,668 | $5.86M | 0.09% | −373,167−40.6% | Reduced |
| Pictet Asset Management Holding SA | 567,782 | $6.09M | 0.01% | −679,282−54.5% | Reduced |
| LMR Partners LLP | 630,210 | $6.76M | 0.06% | +630,210 | New |
| Lazard Asset Management LLC | 635,723 | $6.82M | 0.01% | −47,849−7.0% | Reduced |
| California Public Employees Retirement System | 661,814 | $7.10M | 0.00% | −381,654−36.6% | Reduced |
| Ameriprise Financial Inc | 675,130 | $7.24M | 0.00% | −2,538,258−79.0% | Reduced |
| Barclays PLC | 678,130 | $7.28M | 0.00% | +104,519+18.2% | Added |
| Price T Rowe Associates Inc | 697,661 | $7.49M | 0.00% | 00.0% | Unchanged |
| Bright Valley Capital Ltd | 755,876 | $8.11M | 5.50% | −1,816,124−70.6% | Reduced |
| Notable Capital Management, L.L.C. | 810,448 | $8.70M | 11.86% | +810,448 | New |
| GF Fund Management Co. Ltd. | 817,402 | $8.77M | 0.15% | +6,607+0.8% | Added |
| Perpetual Ltd | 853,980 | $9.16M | 0.13% | −247,926−22.5% | Reduced |
| HRT Financial LP | 941,278 | $10.1M | 0.03% | +895,447+1,953.8% | Added |
| HarbourVest Partners LLC | 957,580 | $10.3M | 5.90% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 978,389 | $10.5M | 0.00% | +1,430+0.1% | Added |
| D. E. Shaw & Co., Inc. | 1,007,460 | $10.8M | 0.01% | −1,307,470−56.5% | Reduced |
| BlackRock, Inc. | 1,043,979 | $11.2M | 0.00% | +324,079+45.0% | Added |
| Harvest Fund Management Co., Ltd | 986,505 | $11.5M | 0.43% | +187,102+23.4% | Added |
| SG Americas Securities, LLC | 1,146,420 | $12.3M | 0.02% | +965,601+534.0% | Added |
| Capitolis Liquid Global Markets LLC | 1,167,500 | $12.5M | 0.07% | +1,167,500 | New |
| C WorldWide Group Holding A/S | 1,187,700 | $12.7M | 0.22% | −180,600−13.2% | Reduced |
| HSBC Holdings PLC | 1,216,792 | $13.1M | 0.01% | −1,120,715−47.9% | Reduced |
| Highlander Partners, L.P. | 1,228,237 | $13.2M | 4.73% | 00.0% | Unchanged |
| Matthews International Capital Management LLC | 1,296,189 | $13.9M | 4.22% | −555,249−30.0% | Reduced |
| Citigroup Inc | 1,331,148 | $14.3M | 0.01% | −63,661−4.6% | Reduced |
| Franklin Resources Inc | 1,348,557 | $14.5M | 0.00% | +251,897+23.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,541,153 | $16.5M | 0.46% | −69,516−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,552,183 | $16.7M | 0.01% | −1,052,176−40.4% | Reduced |
| Working Capital Advisors (UK) Ltd. | 1,583,350 | $17.0M | 22.66% | +877,853+124.4% | Added |
| Bank of America Corp | 1,594,840 | $17.1M | 0.00% | −2,233,653−58.3% | Reduced |
| Manufacturers Life Insurance Company, The | 1,627,148 | $17.5M | 0.01% | −606,245−27.1% | Reduced |
| Legal & General Group Plc | 1,775,293 | $19.0M | 0.00% | +278,108+18.6% | Added |
| Serenity Capital Management Pte. Ltd. | 1,807,769 | $19.4M | 5.15% | +1,807,769 | New |
| Cederberg Capital Ltd | 1,828,900 | $19.6M | 6.37% | −638,100−25.9% | Reduced |
| State Street Corp | 1,868,264 | $20.0M | 0.00% | −13,667−0.7% | Reduced |
| Triata Capital Ltd | 2,004,719 | $21.5M | 2.61% | +995,500+98.6% | Added |
| Marshall Wace, LLP | 2,081,499 | $22.3M | 0.02% | +2,081,499 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,130,451 | $22.9M | 4.76% | −1,936,488−47.6% | Reduced |
| Janus Henderson Group PLC | 2,221,204 | $23.8M | 0.01% | −495,756−18.2% | Reduced |
| Jane Street Group, LLC | 2,229,380 | $23.9M | 0.03% | +590,805+36.1% | Added |
| Russell Investments Group, Ltd. | 2,320,735 | $24.9M | 0.03% | +60,369+2.7% | Added |
| Nordea Investment Management AB | 2,326,558 | $25.1M | 0.02% | +627,118+36.9% | Added |
| Robeco Institutional Asset Management B.V. | 2,811,870 | $30.2M | 0.04% | +334,124+13.5% | Added |
| Polunin Capital Partners Ltd | 3,152,133 | $31.1M | 4.79% | +6,787+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,103,462 | $33.3M | 0.04% | +65,685+2.2% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 3,519,764 | $37.8M | 0.61% | −277,933−7.3% | Reduced |
| Carrhae Capital LLP | 3,807,441 | $40.9M | 2.72% | +1,132,667+42.3% | Added |
| Softbank Group Corp | 3,884,483 | $41.7M | 0.27% | −521,828−11.8% | Reduced |
| Capital International Inc | 3,900,483 | $41.9M | 0.33% | +40,641+1.1% | Added |
| Goldman Sachs Group Inc | 5,054,721 | $54.2M | 0.01% | −1,026,568−16.9% | Reduced |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $56.6M | 0.57% | −4,852,722−47.9% | Reduced |
| Mondrian Investment Partners LTD | 5,548,648 | $59.5M | 0.98% | +5,548,648 | New |
| Bamco Inc | 5,772,623 | $61.9M | 0.17% | −542,234−8.6% | Reduced |
| Sands Capital Management, LLC | 6,123,768 | $65.7M | 0.20% | −643,087−9.5% | Reduced |
| Alpine Investment Management Ltd | 7,444,800 | $79.9M | 35.88% | +3,444,800+86.1% | Added |
| Wellington Management Group LLP | 8,191,592 | $87.9M | 0.02% | +8,191,592 | New |
| Norges Bank | 8,622,839 | $92.5M | 0.01% | +8,622,839 | New |
| Empower Harvest Management Services, Inc. | 8,970,263 | $96.3M | 100.00% | 00.0% | Unchanged |
| UBS Group AG | 9,411,834 | $101.0M | 0.02% | +8,221,287+690.5% | Added |
| North of South Capital LLP | 10,847,821 | $116.4M | 10.46% | +240,446+2.3% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $140.1M | 1.00% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 14,198,535 | $152.4M | 0.67% | 00.0% | Unchanged |
| Ward Ferry Management (BVI) Ltd | 14,650,662 | $157.2M | 19.52% | −3,778,922−20.5% | Reduced |
| Morgan Stanley | 14,769,842 | $158.5M | 0.01% | −8,609,709−36.8% | Reduced |
| Oceanlink Management Ltd. | 15,007,851 | $161.0M | 31.38% | +9,983,779+198.7% | Added |
| Capital International Investors | 16,533,004 | $177.4M | 0.03% | +2,020,514+13.9% | Added |
| Davis Selected Advisers | 17,537,524 | $188.2M | 0.85% | +2,555,751+17.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 17,625,617 | $189.1M | 0.45% | +6,977,787+65.5% | Added |
| JPMorgan Chase & Co | 18,127,264 | $194.5M | 0.01% | −4,892,445−21.3% | Reduced |
| Kontiki Capital Management (HK) Ltd. | 20,380,969 | $218.7M | 12.71% | +5,032,179+32.8% | Added |