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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.

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.

Institutional holdersQ1 2026: 203 institutions
Q1 2021: 0 institutionsQ2 2021: 67 institutionsQ3 2021: 57 institutionsQ4 2021: 97 institutionsQ1 2022: 88 institutionsQ2 2022: 109 institutionsQ3 2022: 105 institutionsQ4 2022: 126 institutionsQ1 2023: 133 institutionsQ2 2023: 118 institutionsQ3 2023: 121 institutionsQ4 2023: 149 institutionsQ1 2024: 146 institutionsQ2 2024: 177 institutionsQ3 2024: 170 institutionsQ4 2024: 195 institutionsQ1 2025: 247 institutionsQ2 2025: 229 institutionsQ3 2025: 229 institutionsQ4 2025: 211 institutionsQ1 2026: 203 institutionsQ2 2026: 245 institutions
Value heldQ1 2026: $5.96B
Q1 2021: $0Q2 2021: $1.80BQ3 2021: $1.54BQ4 2021: $2.56BQ1 2022: $2.40BQ2 2022: $3.53BQ3 2022: $2.65BQ4 2022: $3.60BQ1 2023: $3.49BQ2 2023: $2.73BQ3 2023: $3.10BQ4 2023: $3.25BQ1 2024: $3.66BQ2 2024: $4.39BQ3 2024: $4.84BQ4 2024: $6.93BQ1 2025: $8.32BQ2 2025: $7.93BQ3 2025: $9.24BQ4 2025: $7.98BQ1 2026: $5.96BQ2 2026: $6.01B
Institutions holding YMM and their total value by quarter
QuarterHoldersValue
Q2 2026245$6.01B
Q1 2026203$5.96B
Q4 2025211$7.98B
Q3 2025229$9.24B
Q2 2025229$7.93B
Q1 2025247$8.32B
Q4 2024195$6.93B
Q3 2024170$4.84B
Q2 2024177$4.39B
Q1 2024146$3.66B
Q4 2023149$3.25B
Q3 2023121$3.10B
Q2 2023118$2.73B
Q1 2023133$3.49B
Q4 2022126$3.60B
Q3 2022105$2.65B
Q2 2022109$3.53B
Q1 202288$2.40B
Q4 202197$2.56B
Q3 202157$1.54B
Q2 202167$1.80B
Q1 20210$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.

Institutions holding YMM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Standard Life Aberdeen plc175,773$1.46M0.00%+2,919+1.7%Added
Royal Bank of Canada177,284$1.47M0.00%+27,857+18.6%Added
Exchange Traded Concepts, LLC187,865$1.56M0.01%−15,869−7.8%Reduced
XTX Topco Ltd190,151$1.58M0.03%+116,550+158.4%Added
Limestone Investment Advisors LP195,371$1.62M0.80%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG216,446$1.80M0.02%−82,942−27.7%Reduced
Harvest Fund Management Co., Ltd248,373$2.06M0.09%−738,132−74.8%Reduced
Matthews International Capital Management LLC257,827$2.14M0.87%−1,038,362−80.1%Reduced
Union Bancaire Privee, UBP SA296,646$2.16M0.04%+99,960+50.8%Added
Handelsbanken Fonder AB267,898$2.22M0.01%+267,898New
Envestnet Asset Management Inc292,429$2.43M0.00%+131,268+81.5%Added
GAM Holding AG294,602$2.45M0.21%−9,053−3.0%Reduced
Russell Investments Group, Ltd.328,400$2.73M0.00%−1,992,335−85.8%Reduced
Jain Global LLC341,702$2.84M0.04%+159,330+87.4%Added
Geode Capital Management, LLC344,857$2.86M0.00%+36,355+11.8%Added
Y-Intercept (Hong Kong) Ltd347,072$2.88M0.05%+347,072New
PEAK6 LLC360,890$3.00M0.09%+357,386+10,199.4%Added
State of New Jersey Common Pension Fund D372,483$3.09M0.01%−126,276−25.3%Reduced
Van Eck Associates Corp395,936$3.29M0.00%−67,007−14.5%Reduced
National Bank of Canada406,044$3.37M0.00%+406,044New
Catalyst Funds Management Pty Ltd427,604$3.55M0.60%+427,604New
TB Alternative Assets Ltd.468,434$3.89M0.81%00.0%Unchanged
Toroso Investments, LLC496,737$4.15M0.01%+407,089+454.1%Added
Boundless Plain Holdings Ltd510,383$4.19M1.38%00.0%Unchanged
AIA Group Ltd507,485$4.21M0.06%−2,581−0.5%Reduced
Yiheng Capital Management, L.P.513,248$4.26M1.85%+102,105+24.8%Added
Gsa Capital Partners LLP525,228$4.36M0.27%+457,569+676.3%Added
Pictet Asset Management Holding SA560,014$4.65M0.00%−7,768−1.4%Reduced
California Public Employees Retirement System579,828$4.81M0.00%−81,986−12.4%Reduced
Barclays PLC581,557$4.83M0.00%−96,573−14.2%Reduced
1832 Asset Management L.P.608,150$5.05M0.01%+91,927+17.8%Added
BLI - Banque de Luxembourg Investments482,000$5.18M0.16%00.0%Unchanged
Lazard Asset Management LLC652,987$5.42M0.01%+17,264+2.7%Added
Price T Rowe Associates Inc697,661$5.79M0.00%00.0%Unchanged
LMR Partners LLP804,412$6.68M0.06%+174,202+27.6%Added
Notable Capital Management, L.L.C.810,448$6.73M12.60%00.0%Unchanged
Ameriprise Financial Inc810,691$6.73M0.00%+135,561+20.1%Added
GF Fund Management Co. Ltd.864,352$7.17M0.12%+46,950+5.7%Added
Charles Schwab Investment Management Inc885,314$7.35M0.00%−93,075−9.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.908,845$7.35M0.01%−2,194,617−70.7%Reduced
Nordea Investment Management AB972,191$7.90M0.01%−1,354,367−58.2%Reduced
SG Americas Securities, LLC952,808$7.91M0.01%−193,612−16.9%Reduced
HarbourVest Partners LLC957,580$7.95M7.88%00.0%Unchanged
BlackRock, Inc.998,124$8.28M0.00%−45,855−4.4%Reduced
Citadel Advisors LLC1,028,630$8.54M0.01%+588,787+133.9%Added
C WorldWide Group Holding A/S1,144,300$9.50M0.20%−43,400−3.7%Reduced
Franklin Resources Inc1,219,642$10.1M0.00%−128,915−9.6%Reduced
Oversea-Chinese Banking CORP Ltd1,256,657$10.4M0.31%−284,496−18.5%Reduced
Vanguard Asset Management, Ltd1,258,597$10.4M0.01%+1,258,597New
Janus Henderson Group PLC1,392,466$11.5M0.01%−828,738−37.3%Reduced
Renaissance Technologies LLC1,396,629$11.6M0.02%+1,396,629New
State Street Corp1,533,533$12.7M0.00%−334,731−17.9%Reduced
Capitolis Liquid Global Markets LLC1,716,200$14.2M0.09%+1,716,200New
Legal & General Group Plc1,822,589$15.1M0.00%+47,296+2.7%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.1,911,741$15.9M3.73%−218,710−10.3%Reduced
HSBC Holdings PLC1,975,692$16.3M0.01%+758,900+62.4%Added
Capital World Investors1,970,812$16.4M0.00%+1,970,812New
Susquehanna International Group, LLP2,007,885$16.7M0.02%+1,933,309+2,592.4%Added
Wellington Management Group LLP2,311,532$19.2M0.00%−5,880,060−71.8%Reduced
Triata Capital Ltd2,317,919$19.2M3.49%+313,200+15.6%Added
Robeco Institutional Asset Management B.V.2,473,867$20.5M0.03%−338,003−12.0%Reduced
Bank of America Corp2,515,788$20.9M0.00%+920,948+57.7%Added
HRT Financial LP2,540,270$21.1M0.05%+1,598,992+169.9%Added
Working Capital Advisors (UK) Ltd.2,715,834$22.5M38.14%+1,132,484+71.5%Added
BNP Paribas Arbitrage, SA3,064,603$25.4M0.02%+1,512,420+97.4%Added
Polunin Capital Partners Ltd3,152,833$26.1M6.77%+7000.0%Added
Serenity Capital Management Pte. Ltd.3,687,779$30.6M7.39%+1,880,010+104.0%Added
Softbank Group Corp3,884,483$31.9M0.28%00.0%Unchanged
Bamco Inc4,184,358$34.7M0.10%−1,588,265−27.5%Reduced
E Fund Management Co., Ltd.4,508,935$37.4M1.11%+4,508,935New
Millennium Management LLC4,679,856$38.8M0.03%+4,646,734+14,029.1%Added
Voloridge Investment Management, LLC4,716,438$39.1M0.16%+4,716,438New
Sands Capital Management, LLC4,970,779$41.3M0.16%−1,152,989−18.8%Reduced
SB Investment Advisers (UK) Ltd5,272,390$43.8M0.57%00.0%Unchanged
Citigroup Inc5,704,050$47.3M0.03%+4,372,902+328.5%Added
Vanguard Fiduciary Trust Co6,237,038$51.8M0.01%+6,237,038New
Brilliance Asset Management Ltd6,522,380$54.1M15.97%+6,522,380New
Mondrian Investment Partners LTD7,397,162$61.4M1.06%+1,848,514+33.3%Added
Qube Research & Technologies Ltd7,473,371$62.0M0.09%+7,205,686+2,691.9%Added
Goldman Sachs Group Inc7,576,865$62.9M0.01%+2,522,144+49.9%Added
UBS Group AG7,638,574$63.4M0.01%−1,773,260−18.8%Reduced
Marshall Wace, LLP7,964,011$66.1M0.07%+5,882,512+282.6%Added
Alkeon Capital Management LLC8,898,535$73.9M0.33%−5,300,000−37.3%Reduced
Empower Harvest Management Services, Inc.8,970,263$74.5M100.00%00.0%Unchanged
Morgan Stanley9,512,637$79.0M0.00%−5,257,205−35.6%Reduced
Alpine Investment Management Ltd11,050,000$91.7M44.55%+3,605,200+48.4%Added
North of South Capital LLP11,118,123$92.3M8.29%+270,302+2.5%Added
D. E. Shaw & Co., Inc.11,240,095$93.3M0.07%+10,232,635+1,015.7%Added
SC US (TTGP), Ltd.13,057,904$108.4M1.17%00.0%Unchanged
Oceanlink Management Ltd.13,767,769$114.3M23.69%−1,240,082−8.3%Reduced
Ward Ferry Management (BVI) Ltd14,650,662$121.6M19.24%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp19,310,916$160.3M0.40%+1,685,299+9.6%Added
JPMorgan Chase & Co22,073,857$178.6M0.01%+3,946,593+21.8%Added
Aspex Management (HK) Ltd21,791,354$180.9M2.62%−1,972,599−8.3%Reduced
All-Stars Investment Ltd22,095,164$183.4M88.99%00.0%Unchanged
Vanguard Capital Management LLC23,890,042$198.3M0.00%+23,890,042New
Krane Funds Advisors LLC28,600,929$236.2M9.70%−3,499,807−10.9%Reduced
Davis Selected Advisers28,763,191$238.7M1.10%+11,225,667+64.0%Added
Schroder Investment Management Group34,765,474$288.6M0.24%−13,093,561−27.4%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management40,957,519$339.9M8.77%+12,359,640+43.2%Added