Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in YMM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | First Beijing Investment Ltd | 90.0M | $747.0M | +17.5% | 8.657% | 32.22% |
| 2 | FIL Ltd | 63.2M | $524.7M | -1.8% | 6.080% | 0.41% |
| 3 | Invesco Ltd. | 60.1M | $498.5M | +3.1% | 5.777% | 0.08% |
| 4 | Greenwoods Asset Management Hong Kong Ltd. | 41.0M | $339.9M | +43.2% | 3.940% | 8.77% |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | 34.8M | $288.6M | -27.4% | 3.344% | 0.24% |
| 6 | DAVIS SELECTED ADVISERS | 28.8M | $238.7M | +64.0% | 2.767% | 1.10% |
| 7 | Krane Funds Advisors LLC | 28.6M | $236.2M | -10.9% | 2.751% | 9.70% |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 23.9M | $198.3M | — | 2.298% | 0.00% |
| 9 | All-Stars Investment Ltd | 22.1M | $183.4M | 0.0% | 2.125% | 88.99% |
| 10 | Mitsubishi UFJ Trust & Banking Corp | 19.3M | $160.3M | +9.6% | 1.858% | 0.40% |
| 11 | OCEANLINK MANAGEMENT LTD. | 13.8M | $114.3M | -8.3% | 1.324% | 24.21% |
| 12 | SC US (TTGP), LTD. | 13.1M | $108.4M | 0.0% | 1.256% | 1.17% |
| 13 | D. E. Shaw & Co., Inc. | 11.2M | $93.3M | +1015.7% | 1.081% | 0.09% |
| 14 | North of South Capital LLP | 11.1M | $92.3M | +2.5% | 1.069% | 8.29% |
| 15 | Alpine Investment Management Ltd | 11.1M | $91.7M | +48.4% | 1.063% | 44.55% |
| 16 | MORGAN STANLEY | 9.5M | $79.0M | -35.6% | 0.915% | 0.00% |
| 17 | EMPOWER HARVEST MANAGEMENT SERVICES, INC. | 9.0M | $74.5M | 0.0% | 0.863% | 100.00% |
| 18 | ALKEON CAPITAL MANAGEMENT LLC | 8.9M | $73.9M | -37.3% | 0.856% | 0.45% |
| 19 | GOLDMAN SACHS GROUP INC | 8.6M | $71.2M | +69.7% | 0.825% | 0.01% |
| 20 | MARSHALL WACE, LLP | 8.0M | $66.1M | +282.6% | 0.766% | 0.07% |
| 21 | UBS Group AG | 7.6M | $63.4M | -18.8% | 0.735% | 0.01% |
| 22 | Qube Research & Technologies Ltd | 7.5M | $62.0M | +2691.9% | 0.719% | 0.07% |
| 23 | Mondrian Investment Partners LTD | 7.4M | $61.4M | +33.3% | 0.712% | 0.92% |
| 24 | BRILLIANCE ASSET MANAGEMENT LTD | 6.5M | $54.1M | — | 0.627% | 15.97% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 6.2M | $51.8M | — | 0.600% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in YMM — a direct measure of their conviction.
Filings activity in YMM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 198 | 4.8% | 61.60% | 23.03 pp | $5.40B | 27% |
| Q4 2025 | 208 | 8.0% | 84.63% | 12.89 pp | $7.43B | 13% |
| Q3 2025 | 226 | 0.9% | 97.52% | +14.30 pp | $8.56B | +17% |
| Q2 2025 | 228 | 4.2% | 83.22% | 3.33 pp | $7.30B | 3.9% |
| Q1 2025 | 238 | +25% | 86.55% | +12.86 pp | $7.59B | +17% |
| Q4 2024 | 190 | +14% | 73.69% | +22.70 pp | $6.47B | +45% |
| Q3 2024 | 166 | 1.2% | 50.99% | +6.01 pp | $4.47B | +13% |
| Q2 2024 | 168 | — | 44.98% | — | $3.95B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying YMM stock.
Based on Q1 2026 13F filings, institutional ownership of Full Truck Alliance Co. Ltd. stands at 61.6%, held across 198 reporting institutions.
First Beijing Investment Ltd is the largest reported institutional holder of YMM, with approximately 90,000,895 shares worth $0.75B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of YMM.
Our composite Smart Money Score for YMM is 21 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
44 institutions opened new positions in YMM during Q1 2026, while 54 fully exited. 41 added to existing positions and 111 trimmed.
YMM institutional ownership fell by 23.03 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 63.2% of all reported 13F value in YMM, and the top 25 account for 84.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Full Truck Alliance Co. Ltd. (YMM) Institutional Ownership