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, Q1 2026
Institutional positions in Full Truck Alliance Co. Ltd. as of Mar 31, 2026. 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
- 203
- −3 vs. Q4 2025
- Shares held
- 718.6M
- +17.5M (+2.5%) vs. Q4 2025
- Total value
- $5.96B
- −$1.56B (−20.8%) vs. Q4 2025
- New holders
- 43
- 68 more added
- Sold out
- 46
- 67 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 90,000,895 | $747.0M | 32.22% | +13,384,327+17.5% | Added |
| FIL Ltd | 63,211,571 | $524.7M | 0.41% | −1,170,602−1.8% | Reduced |
| Invesco Ltd. | 60,060,841 | $498.5M | 0.05% | +1,788,170+3.1% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 40,957,519 | $339.9M | 8.77% | +12,359,640+43.2% | Added |
| Schroder Investment Management Group | 34,765,474 | $288.6M | 0.24% | −13,093,561−27.4% | Reduced |
| Davis Selected Advisers | 28,763,191 | $238.7M | 1.10% | +11,225,667+64.0% | Added |
| Krane Funds Advisors LLC | 28,600,929 | $236.2M | 9.70% | −3,499,807−10.9% | Reduced |
| Vanguard Capital Management LLC | 23,890,042 | $198.3M | 0.00% | +23,890,042 | New |
| All-Stars Investment Ltd | 22,095,164 | $183.4M | 88.99% | 00.0% | Unchanged |
| Aspex Management (HK) Ltd | 21,791,354 | $180.9M | 2.62% | −1,972,599−8.3% | Reduced |
| JPMorgan Chase & Co | 22,073,857 | $178.6M | 0.01% | +3,946,593+21.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 19,310,916 | $160.3M | 0.40% | +1,685,299+9.6% | Added |
| Ward Ferry Management (BVI) Ltd | 14,650,662 | $121.6M | 19.24% | 00.0% | Unchanged |
| Oceanlink Management Ltd. | 13,767,769 | $114.3M | 23.69% | −1,240,082−8.3% | Reduced |
| SC US (TTGP), Ltd. | 13,057,904 | $108.4M | 1.17% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,240,095 | $93.3M | 0.07% | +10,232,635+1,015.7% | Added |
| North of South Capital LLP | 11,118,123 | $92.3M | 8.29% | +270,302+2.5% | Added |
| Alpine Investment Management Ltd | 11,050,000 | $91.7M | 44.55% | +3,605,200+48.4% | Added |
| Morgan Stanley | 9,512,637 | $79.0M | 0.00% | −5,257,205−35.6% | Reduced |
| Empower Harvest Management Services, Inc. | 8,970,263 | $74.5M | 100.00% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 8,898,535 | $73.9M | 0.33% | −5,300,000−37.3% | Reduced |
| Marshall Wace, LLP | 7,964,011 | $66.1M | 0.07% | +5,882,512+282.6% | Added |
| UBS Group AG | 7,638,574 | $63.4M | 0.01% | −1,773,260−18.8% | Reduced |
| Goldman Sachs Group Inc | 7,576,865 | $62.9M | 0.01% | +2,522,144+49.9% | Added |
| Qube Research & Technologies Ltd | 7,473,371 | $62.0M | 0.09% | +7,205,686+2,691.9% | Added |
| Mondrian Investment Partners LTD | 7,397,162 | $61.4M | 1.06% | +1,848,514+33.3% | Added |
| Brilliance Asset Management Ltd | 6,522,380 | $54.1M | 15.97% | +6,522,380 | New |
| Vanguard Fiduciary Trust Co | 6,237,038 | $51.8M | 0.01% | +6,237,038 | New |
| Citigroup Inc | 5,704,050 | $47.3M | 0.03% | +4,372,902+328.5% | Added |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $43.8M | 0.57% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 4,970,779 | $41.3M | 0.16% | −1,152,989−18.8% | Reduced |
| Voloridge Investment Management, LLC | 4,716,438 | $39.1M | 0.16% | +4,716,438 | New |
| Millennium Management LLC | 4,679,856 | $38.8M | 0.03% | +4,646,734+14,029.1% | Added |
| E Fund Management Co., Ltd. | 4,508,935 | $37.4M | 1.11% | +4,508,935 | New |
| Bamco Inc | 4,184,358 | $34.7M | 0.10% | −1,588,265−27.5% | Reduced |
| Softbank Group Corp | 3,884,483 | $31.9M | 0.28% | 00.0% | Unchanged |
| Serenity Capital Management Pte. Ltd. | 3,687,779 | $30.6M | 7.39% | +1,880,010+104.0% | Added |
| Polunin Capital Partners Ltd | 3,152,833 | $26.1M | 6.77% | +7000.0% | Added |
| BNP Paribas Arbitrage, SA | 3,064,603 | $25.4M | 0.02% | +1,512,420+97.4% | Added |
| Working Capital Advisors (UK) Ltd. | 2,715,834 | $22.5M | 38.14% | +1,132,484+71.5% | Added |
| HRT Financial LP | 2,540,270 | $21.1M | 0.05% | +1,598,992+169.9% | Added |
| Bank of America Corp | 2,515,788 | $20.9M | 0.00% | +920,948+57.7% | Added |
| Robeco Institutional Asset Management B.V. | 2,473,867 | $20.5M | 0.03% | −338,003−12.0% | Reduced |
| Triata Capital Ltd | 2,317,919 | $19.2M | 3.49% | +313,200+15.6% | Added |
| Wellington Management Group LLP | 2,311,532 | $19.2M | 0.00% | −5,880,060−71.8% | Reduced |
| Susquehanna International Group, LLP | 2,007,885 | $16.7M | 0.02% | +1,933,309+2,592.4% | Added |
| Capital World Investors | 1,970,812 | $16.4M | 0.00% | +1,970,812 | New |
| HSBC Holdings PLC | 1,975,692 | $16.3M | 0.01% | +758,900+62.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,911,741 | $15.9M | 3.73% | −218,710−10.3% | Reduced |
| Legal & General Group Plc | 1,822,589 | $15.1M | 0.00% | +47,296+2.7% | Added |
| Capitolis Liquid Global Markets LLC | 1,716,200 | $14.2M | 0.09% | +1,716,200 | New |
| State Street Corp | 1,533,533 | $12.7M | 0.00% | −334,731−17.9% | Reduced |
| Renaissance Technologies LLC | 1,396,629 | $11.6M | 0.02% | +1,396,629 | New |
| Janus Henderson Group PLC | 1,392,466 | $11.5M | 0.01% | −828,738−37.3% | Reduced |
| Vanguard Asset Management, Ltd | 1,258,597 | $10.4M | 0.01% | +1,258,597 | New |
| Oversea-Chinese Banking CORP Ltd | 1,256,657 | $10.4M | 0.31% | −284,496−18.5% | Reduced |
| Franklin Resources Inc | 1,219,642 | $10.1M | 0.00% | −128,915−9.6% | Reduced |
| C WorldWide Group Holding A/S | 1,144,300 | $9.50M | 0.20% | −43,400−3.7% | Reduced |
| Citadel Advisors LLC | 1,028,630 | $8.54M | 0.01% | +588,787+133.9% | Added |
| BlackRock, Inc. | 998,124 | $8.28M | 0.00% | −45,855−4.4% | Reduced |
| HarbourVest Partners LLC | 957,580 | $7.95M | 7.88% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 952,808 | $7.91M | 0.01% | −193,612−16.9% | Reduced |
| Nordea Investment Management AB | 972,191 | $7.90M | 0.01% | −1,354,367−58.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 908,845 | $7.35M | 0.01% | −2,194,617−70.7% | Reduced |
| Charles Schwab Investment Management Inc | 885,314 | $7.35M | 0.00% | −93,075−9.5% | Reduced |
| GF Fund Management Co. Ltd. | 864,352 | $7.17M | 0.12% | +46,950+5.7% | Added |
| Ameriprise Financial Inc | 810,691 | $6.73M | 0.00% | +135,561+20.1% | Added |
| Notable Capital Management, L.L.C. | 810,448 | $6.73M | 12.60% | 00.0% | Unchanged |
| LMR Partners LLP | 804,412 | $6.68M | 0.06% | +174,202+27.6% | Added |
| Price T Rowe Associates Inc | 697,661 | $5.79M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 652,987 | $5.42M | 0.01% | +17,264+2.7% | Added |
| BLI - Banque de Luxembourg Investments | 482,000 | $5.18M | 0.16% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 608,150 | $5.05M | 0.01% | +91,927+17.8% | Added |
| Barclays PLC | 581,557 | $4.83M | 0.00% | −96,573−14.2% | Reduced |
| California Public Employees Retirement System | 579,828 | $4.81M | 0.00% | −81,986−12.4% | Reduced |
| Pictet Asset Management Holding SA | 560,014 | $4.65M | 0.00% | −7,768−1.4% | Reduced |
| Gsa Capital Partners LLP | 525,228 | $4.36M | 0.27% | +457,569+676.3% | Added |
| Yiheng Capital Management, L.P. | 513,248 | $4.26M | 1.85% | +102,105+24.8% | Added |
| AIA Group Ltd | 507,485 | $4.21M | 0.06% | −2,581−0.5% | Reduced |
| Boundless Plain Holdings Ltd | 510,383 | $4.19M | 1.38% | 00.0% | Unchanged |
| Toroso Investments, LLC | 496,737 | $4.15M | 0.01% | +407,089+454.1% | Added |
| TB Alternative Assets Ltd. | 468,434 | $3.89M | 0.81% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 427,604 | $3.55M | 0.60% | +427,604 | New |
| National Bank of Canada | 406,044 | $3.37M | 0.00% | +406,044 | New |
| Van Eck Associates Corp | 395,936 | $3.29M | 0.00% | −67,007−14.5% | Reduced |
| State of New Jersey Common Pension Fund D | 372,483 | $3.09M | 0.01% | −126,276−25.3% | Reduced |
| PEAK6 LLC | 360,890 | $3.00M | 0.09% | +357,386+10,199.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 347,072 | $2.88M | 0.05% | +347,072 | New |
| Geode Capital Management, LLC | 344,857 | $2.86M | 0.00% | +36,355+11.8% | Added |
| Jain Global LLC | 341,702 | $2.84M | 0.04% | +159,330+87.4% | Added |
| Russell Investments Group, Ltd. | 328,400 | $2.73M | 0.00% | −1,992,335−85.8% | Reduced |
| GAM Holding AG | 294,602 | $2.45M | 0.21% | −9,053−3.0% | Reduced |
| Envestnet Asset Management Inc | 292,429 | $2.43M | 0.00% | +131,268+81.5% | Added |
| Handelsbanken Fonder AB | 267,898 | $2.22M | 0.01% | +267,898 | New |
| Union Bancaire Privee, UBP SA | 296,646 | $2.16M | 0.04% | +99,960+50.8% | Added |
| Matthews International Capital Management LLC | 257,827 | $2.14M | 0.87% | −1,038,362−80.1% | Reduced |
| Harvest Fund Management Co., Ltd | 248,373 | $2.06M | 0.09% | −738,132−74.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 216,446 | $1.80M | 0.02% | −82,942−27.7% | Reduced |
| Limestone Investment Advisors LP | 195,371 | $1.62M | 0.80% | 00.0% | Unchanged |
| XTX Topco Ltd | 190,151 | $1.58M | 0.03% | +116,550+158.4% | Added |