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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.

Q1 2026 vs. Q4 2025

How the institutions holding Full Truck Alliance Co. Ltd. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of YMM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2115203−3
Shares743.9M42.8M718.6M+17.5M (+2.5%)
Value$7.98B$459.2M$5.96B−$1.56B (−20.8%)

5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to YMM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC23,890,042$198.3M0.00%
Brilliance Asset Management Ltd6,522,380$54.1M15.97%
Vanguard Fiduciary Trust Co6,237,038$51.8M0.01%
Voloridge Investment Management, LLC4,716,438$39.1M0.16%
E Fund Management Co., Ltd.4,508,935$37.4M1.11%
Capital World Investors1,970,812$16.4M0.00%
Capitolis Liquid Global Markets LLC1,716,200$14.2M0.09%
Renaissance Technologies LLC1,396,629$11.6M0.02%
Vanguard Asset Management, Ltd1,258,597$10.4M0.01%
Catalyst Funds Management Pty Ltd427,604$3.55M0.60%
National Bank of Canada406,044$3.37M0.00%
Y-Intercept (Hong Kong) Ltd347,072$2.88M0.05%
Handelsbanken Fonder AB267,898$2.22M0.01%
Havemeyer Place LP170,850$1.42M0.16%
Polymer Capital Management (HK) LTD149,143$1.24M0.17%
Long Corridor Asset Management Ltd146,000$1.21M0.29%
Engineers Gate Manager LP109,540$909.2K0.01%
Winton Group Ltd104,000$863.2K0.03%
Quantbot Technologies LP88,464$734.3K0.03%
Legacy Wealth Asset Management, LLC77,080$639.8K0.16%
Caxton Associates LLP63,000$522.9K0.01%
SummitTX Capital, L.P.62,094$515.4K0.02%
Maven Securities LTD50,000$415.0K0.02%
Quantessence Capital LLC41,976$348.4K1.70%
IMC-Chicago, LLC38,636$320.7K0.00%
Vanguard Investments Australia, Ltd.38,558$320.0K0.00%
Persistent Asset Partners Ltd30,811$255.7K0.10%
Centiva Capital, LP25,815$214.3K0.01%
Oxford Asset Management LLP25,110$208.4K0.08%
ExodusPoint Capital Management, LP23,944$198.7K0.00%
Scientech Research LLC16,338$135.6K0.11%
Verition Fund Management LLC16,315$135.4K0.00%
Bridgefront Capital, LLC12,370$102.7K0.03%
Aigen Investment Management, LP12,297$102.1K0.03%
Brevan Howard Capital Management LP11,261$93.5K0.00%
Mackenzie Financial Corp11,244$93.3K0.00%
Oakum Bay Capital LLC7,500$62.3K0.03%
Walleye Capital LLC7,431$61.7K0.00%
Parallel Advisors, LLC2,983$24.8K0.00%
Jones Financial Companies LLLP1,522$12.3K0.00%
Creative Financial Designs Inc968$8.03K0.00%
IFP Advisors, Inc200$1.66K0.00%
Stone House Investment Management, LLC75$6230.00%

Sold out (46)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of YMM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Kontiki Capital Management (HK) Ltd.20,380,969$218.7M
Capital International Investors16,533,004$177.4M
Capital International Inc3,900,483$41.9M
Carrhae Capital LLP3,807,441$40.9M
Oaktree Capital Management LPSuperinvestorOaktree Capital3,519,764$37.8M
Cederberg Capital Ltd1,828,900$19.6M
Manufacturers Life Insurance Company, The1,627,148$17.5M
Highlander Partners, L.P.1,228,237$13.2M
Perpetual Ltd853,980$9.16M
Schonfeld Strategic Advisors LLC466,297$5.00M
Pinebridge Investments Asia Ltd459,229$4.93M
Fideuram Asset Management (Ireland) dac344,209$4.02M
Federated Hermes, Inc.292,745$3.14M
ABS Direct Equity Fund LLC272,619$2.93M
Capital International Sarl266,548$2.86M
Oaktree Fund Advisors, LLC209,099$2.24M
Newport Asia LLC205,876$2.21M
China Universal Asset Management Co., Ltd.187,000$2.01M
Amiral Gestion185,000$1.99M
Alliancebernstein L.P.180,585$1.94M
Keywise Capital Management (HK) Ltd135,200$1.45M
J. Safra Sarasin Holding AG115,000$1.26M
Himension Fund93,533$1.00M
Trium Capital LLP85,402$916.4K
Allianz Asset Management GmbH84,199$903.5K
Boothbay Fund Management, LLC66,160$709.9K
Susquehanna Portfolio Strategies, LLC66,133$709.6K
Pathstone Holdings, LLC53,687$576.1K
Abn Amro Investment Solutions41,553$445.9K
Tuttle Tactical Management38,711$415.4K
Dymon Asia Capital (Singapore) Pte. Ltd.36,400$390.6K
WCM Investment Management, LLC26,561$290.3K
Parnassus Investments23,076$247.6K
Bryn Mawr Trust Co23,000$246.8K
Harbour Capital Advisors, LLC20,150$226.7K
Fox Run Management, L.L.C.14,194$152.3K
Oppenheimer Asset Management Inc.10,801$115.9K
Banque de Luxembourg S.A.4,138$44.4K
Ramirez Asset Management, Inc.590$6.33K
Pinnacle Wealth Planning Services, Inc.172$1.85K
Basecamp Wealth Advisors LLC90$966
Ronald Blue Trust, Inc.72$773
IMA Wealth, Inc.53$568
Highline Wealth Partners LLC35$376
Optiver Holding B.V.2$21
Barometer Capital Management Inc.13,200–

Not filed for Q1 2026 yet (5)

Institutions that held Full Truck Alliance Co. Ltd. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding YMM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc33,004,634$354.1M
Norges Bank8,622,839$92.5M
Capitolis Liquid Global Markets LLC1,167,500$12.5M
Global Retirement Partners, LLC194$2.08K
CIBC Private Wealth Group, LLC192$2.06K