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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
Invesco Ltd.60,060,841$498.5M0.05%+1,788,170+3.1%Added
FIL Ltd63,211,571$524.7M0.41%−1,170,602−1.8%Reduced
First Beijing Investment Ltd90,000,895$747.0M32.22%+13,384,327+17.5%Added
Kontiki Capital Management (HK) Ltd.0$00.00%−20,380,969−100.0%Sold out
Capital International Investors0$00.00%−16,533,004−100.0%Sold out
Capital International Inc0$00.00%−3,900,483−100.0%Sold out
Carrhae Capital LLP0$00.00%−3,807,441−100.0%Sold out
Oaktree Capital Management LPSuperinvestorOaktree Capital0$00.00%−3,519,764−100.0%Sold out
Cederberg Capital Ltd0$00.00%−1,828,900−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−1,627,148−100.0%Sold out
Highlander Partners, L.P.0$00.00%−1,228,237−100.0%Sold out
Perpetual Ltd0$00.00%−853,980−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−466,297−100.0%Sold out
Pinebridge Investments Asia Ltd0$00.00%−459,229−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−344,209−100.0%Sold out
Federated Hermes, Inc.0$00.00%−292,745−100.0%Sold out
ABS Direct Equity Fund LLC0$00.00%−272,619−100.0%Sold out
Capital International Sarl0$00.00%−266,548−100.0%Sold out
Oaktree Fund Advisors, LLC0$00.00%−209,099−100.0%Sold out
Newport Asia LLC0$00.00%−205,876−100.0%Sold out
China Universal Asset Management Co., Ltd.0$00.00%−187,000−100.0%Sold out
Amiral Gestion0$00.00%−185,000−100.0%Sold out
Alliancebernstein L.P.0$00.00%−180,585−100.0%Sold out
Keywise Capital Management (HK) Ltd0$00.00%−135,200−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−115,000−100.0%Sold out
Himension Fund0$00.00%−93,533−100.0%Sold out
Trium Capital LLP0$00.00%−85,402−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−84,199−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−66,160−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−66,133−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−53,687−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−41,553−100.0%Sold out
Tuttle Tactical Management0$00.00%−38,711−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−36,400−100.0%Sold out
WCM Investment Management, LLC0$00.00%−26,561−100.0%Sold out
Parnassus Investments0$00.00%−23,076−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−23,000−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−20,150−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−14,194−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−10,801−100.0%Sold out
Banque de Luxembourg S.A.0$00.00%−4,138−100.0%Sold out
Ramirez Asset Management, Inc.0$00.00%−590−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−172−100.0%Sold out
Basecamp Wealth Advisors LLC0$00.00%−90−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−72−100.0%Sold out
IMA Wealth, Inc.0$00.00%−53−100.0%Sold out
Highline Wealth Partners LLC0$00.00%−35−100.0%Sold out
Optiver Holding B.V.0$00.00%−2−100.0%Sold out
Barometer Capital Management Inc.0$00.00%−13,200−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
CIBC Private Wealth Group, LLC––––Not filed