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, Q2 2026
Institutional positions in Full Truck Alliance Co. Ltd. as of Jun 30, 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
- 245
- +45 vs. Q1 2026
- Shares held
- 740.7M
- +23.5M (+3.3%) vs. Q1 2026
- Total value
- $6.01B
- +$67.7M (+1.1%) vs. Q1 2026
- New holders
- 86
- 79 more added
- Sold out
- 41
- 58 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Full Truck Alliance Co. Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 2,435,496 | $19.8M | 0.08% | −2,280,942−48.4% | Reduced |
| Qube Research & Technologies Ltd | 2,443,418 | $19.8M | 0.02% | −5,029,953−67.3% | Reduced |
| Vanguard Asset Management, Ltd | 2,467,908 | $20.0M | 0.01% | +1,209,311+96.1% | Added |
| Working Capital Advisors (UK) Ltd. | 2,993,393 | $24.4M | 42.13% | +277,559+10.2% | Added |
| Polunin Capital Partners Ltd | 3,098,533 | $26.6M | 6.52% | −54,300−1.7% | Reduced |
| Serenity Capital Management Pte. Ltd. | 3,687,779 | $29.9M | 9.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,716,403 | $30.2M | 0.01% | +1,893,814+103.9% | Added |
| Softbank Group Corp | 3,884,483 | $31.5M | 0.17% | 00.0% | Unchanged |
| Jupiter Topco LLC | 3,942,664 | $32.0M | 0.01% | +3,942,664 | New |
| HSBC Holdings PLC | 4,112,749 | $33.4M | 0.02% | +2,137,057+108.2% | Added |
| Sands Capital Management, LLC | 4,294,886 | $34.9M | 0.13% | −675,893−13.6% | Reduced |
| Bamco Inc | 4,429,188 | $36.0M | 0.05% | +244,830+5.9% | Added |
| BNP Paribas Arbitrage, SA | 4,631,541 | $37.6M | 0.02% | +1,566,938+51.1% | Added |
| Geode Capital Management, LLC | 4,698,122 | $37.8M | 0.00% | +4,353,265+1,262.3% | Added |
| E Fund Management Co., Ltd. | 4,667,220 | $37.9M | 0.85% | +158,285+3.5% | Added |
| SB Investment Advisers (UK) Ltd | 5,272,390 | $42.8M | 0.56% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,305,679 | $43.1M | 0.03% | −5,934,416−52.8% | Reduced |
| Ruffer LLP | 5,724,180 | $46.4M | 1.64% | +5,724,180 | New |
| Vanguard Fiduciary Trust Co | 6,157,457 | $50.0M | 0.01% | −79,581−1.3% | Reduced |
| Mondrian Investment Partners LTD | 6,807,609 | $55.3M | 1.00% | −589,553−8.0% | Reduced |
| UBS Group AG | 7,292,014 | $59.2M | 0.01% | −346,560−4.5% | Reduced |
| State Street Corp | 8,310,044 | $67.5M | 0.00% | +6,776,511+441.9% | Added |
| Empower Harvest Management Services, Inc. | 8,970,263 | $72.8M | 100.00% | 00.0% | Unchanged |
| Norges Bank | 9,160,250 | $74.4M | 0.01% | +9,160,250 | New |
| Alkeon Capital Management LLC | 9,398,535 | $76.3M | 0.29% | +500,000+5.6% | Added |
| Brilliance Asset Management Ltd | 10,127,735 | $82.2M | 24.23% | +3,605,355+55.3% | Added |
| Goldman Sachs Group Inc | 10,502,067 | $85.3M | 0.01% | +2,925,202+38.6% | Added |
| Oceanlink Management Ltd. | 10,716,590 | $87.0M | 21.75% | −3,051,179−22.2% | Reduced |
| Morgan Stanley | 10,736,456 | $87.2M | 0.00% | +1,223,819+12.9% | Added |
| North of South Capital LLP | 12,936,046 | $105.0M | 7.73% | +1,817,923+16.4% | Added |
| SC US (TTGP), Ltd. | 13,057,904 | $106.0M | 0.33% | 00.0% | Unchanged |
| Schroder Investment Management Group | 13,781,521 | $111.9M | 0.08% | −20,983,953−60.4% | Reduced |
| Ward Ferry Management (BVI) Ltd | 14,210,686 | $115.4M | 17.41% | −439,976−3.0% | Reduced |
| Alpine Investment Management Ltd | 17,210,388 | $139.7M | 33.99% | +6,160,388+55.8% | Added |
| All-Stars Investment Ltd | 21,947,164 | $178.2M | 89.45% | −148,000−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,471,443 | $182.5M | 0.40% | +3,160,527+16.4% | Added |
| JPMorgan Chase & Co | 23,155,263 | $187.1M | 0.01% | +1,081,406+4.9% | Added |
| Vanguard Capital Management LLC | 23,530,788 | $191.1M | 0.00% | −359,254−1.5% | Reduced |
| Davis Selected Advisers | 27,639,082 | $224.4M | 0.96% | −1,124,109−3.9% | Reduced |
| Krane Funds Advisors LLC | 28,352,796 | $230.2M | 8.16% | −248,133−0.9% | Reduced |
| BlackRock, Inc. | 32,143,971 | $261.0M | 0.00% | +31,145,847+3,120.4% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 39,452,419 | $320.4M | 14.66% | −1,505,100−3.7% | Reduced |
| FIL Ltd | 60,524,375 | $491.5M | 0.35% | −2,687,196−4.3% | Reduced |
| Invesco Ltd. | 62,128,513 | $504.5M | 0.04% | +2,067,672+3.4% | Added |
| First Beijing Investment Ltd | 91,790,875 | $745.3M | 30.50% | +1,789,980+2.0% | Added |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −21,791,354−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −4,679,856−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,540,270−100.0% | Sold out |
| Triata Capital Ltd | 0 | $0 | 0.00% | −2,317,919−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,311,532−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −972,191−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −908,845−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −804,412−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −372,483−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −347,072−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −341,702−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −296,646−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −216,446−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −149,143−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −146,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −123,296−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −66,399−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −62,094−100.0% | Sold out |
| Bright Valley Capital Ltd | 0 | $0 | 0.00% | −51,100−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −41,976−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −39,311−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −38,525−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −30,811−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −28,185−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,419−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,944−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,027−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −16,338−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,315−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −14,054−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,370−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,297−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Oakum Bay Capital LLC | – | – | – | – | Not filed |