AlTi Global, Inc.
ALTI- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001838615
No open-market purchases or sales by AlTi Global, Inc. insiders were filed in the last 90 days; 75 institutions reported holding it in 13F filings for Q2 2026, worth $126.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in AlTi Global, Inc. 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
- 75
- −8 vs. Q1 2026
- Shares held
- 34.9M
- +1.07M (+3.2%) vs. Q1 2026
- Total value
- $126.0M
- +$3.48M (+2.8%) vs. Q1 2026
- New holders
- 6
- 38 more added
- Sold out
- 14
- 14 more reduced
2 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 ALTI 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 | 75 | $126.0M |
| Q1 2026 | 85 | $122.5M |
| Q4 2025 | 76 | $148.7M |
| Q3 2025 | 74 | $115.9M |
| Q2 2025 | 64 | $127.2M |
| Q1 2025 | 57 | $89.8M |
| Q4 2024 | 57 | $131.0M |
| Q3 2024 | 53 | $105.8M |
| Q2 2024 | 47 | $37.9M |
| Q1 2024 | 41 | $33.7M |
| Q4 2023 | 42 | $37.5M |
| Q3 2023 | 41 | $26.1M |
| Q2 2023 | 43 | $27.9M |
| Q1 2023 | 23 | $18.0M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz SE | 21,707,214 | $78.4M | 0.83% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,181,284 | $11.5M | 0.00% | +534,360+20.2% | Added |
| Vanguard Capital Management LLC | 2,014,518 | $7.27M | 0.00% | +376,951+23.0% | Added |
| Geode Capital Management, LLC | 1,289,528 | $4.66M | 0.00% | +142,256+12.4% | Added |
| State Street Corp | 847,248 | $3.06M | 0.00% | +11,540+1.4% | Added |
| BlueCrest Capital Management Ltd | 825,000 | $2.98M | 0.13% | +626,053+314.7% | Added |
| AlTi Global, Inc. | 773,167 | $2.79M | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 400,719 | $1.45M | 0.00% | +70,002+21.2% | Added |
| Charles Schwab Investment Management Inc | 369,491 | $1.33M | 0.00% | +22,501+6.5% | Added |
| Bokf, NA | 357,536 | $1.29M | 0.02% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 338,450 | $1.22M | 0.00% | +88,965+35.7% | Added |
| Vanguard Fiduciary Trust Co | 315,755 | $1.14M | 0.00% | +32,369+11.4% | Added |
| UBS Group AG | 306,625 | $1.11M | 0.00% | +137,327+81.1% | Added |
| Raymond James Financial Inc | 247,895 | $894.9K | 0.00% | −56,437−18.5% | Reduced |
| Dimensional Fund Advisors LP | 202,742 | $731.9K | 0.00% | +105,061+107.6% | Added |
| Squarepoint Ops LLC | 176,549 | $637.3K | 0.00% | +176,549 | New |
| GAM Holding AG | 175,000 | $631.8K | 0.05% | −175,000−50.0% | Reduced |
| NewEdge Wealth, LLC | 122,390 | $441.8K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 109,599 | $395.7K | 0.00% | +10,793+10.9% | Added |
| Summit Trail Advisors, LLC | 109,339 | $394.7K | 0.00% | +8,300+8.2% | Added |
| Morgan Stanley | 103,680 | $374.3K | 0.00% | +35,109+51.2% | Added |
| AQR Capital Management LLC | 103,197 | $372.5K | 0.00% | +42,876+71.1% | Added |
| Nuveen, LLC | 73,478 | $265.3K | 0.00% | +21,398+41.1% | Added |
| Goldman Sachs Group Inc | 49,624 | $179.1K | 0.00% | −49,939−50.2% | Reduced |
| Deutsche Bank AG | 48,971 | $176.8K | 0.00% | +12,029+32.6% | Added |
| Wells Fargo & Company | 43,323 | $156.4K | 0.00% | +26,971+164.9% | Added |
| Price T Rowe Associates Inc | 41,752 | $151.0K | 0.00% | +13,879+49.8% | Added |
| Alliancebernstein L.P. | 38,460 | $139.2K | 0.00% | +4,600+13.6% | Added |
| Bank of America Corp | 35,379 | $127.7K | 0.00% | −6,679−15.9% | Reduced |
| Rhumbline Advisers | 33,417 | $120.6K | 0.00% | +2,069+6.6% | Added |
| MetLife Investment Management | 32,004 | $115.5K | 0.00% | +14,209+79.8% | Added |
| Algert Global LLC | 30,561 | $110.3K | 0.00% | +30,561 | New |
| Invesco Ltd. | 26,218 | $94.6K | 0.00% | −12,588−32.4% | Reduced |
| Simon Quick Advisors, LLC | 25,938 | $93.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 25,621 | $92.5K | 0.00% | +22,725+784.7% | Added |
| Toronto Dominion Bank | 25,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 25,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| Oasis Management Co Ltd. | 25,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 24,426 | $88.2K | 0.00% | +20,635+544.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,106 | $83.4K | 0.00% | +2,485+12.1% | Added |
| JPMorgan Chase & Co | 21,141 | $76.3K | 0.00% | +3,557+20.2% | Added |
| Granite FO LLC | 19,430 | $70.1K | 0.04% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 17,988 | $64.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 15,982 | $57.7K | 0.00% | +4,554+39.8% | Added |
| XTX Topco Ltd | 15,607 | $56.3K | 0.00% | −2,965−16.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,155 | $54.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,735 | $53.2K | 0.00% | +14,735 | New |
| Jump Financial, LLC | 11,460 | $41.4K | 0.00% | +11,460 | New |
| Intech Investment Management LLC | 11,396 | $41.1K | 0.00% | +1,110+10.8% | Added |
| Group One Trading, L.P. | 10,065 | $36.3K | 0.00% | +5,000+98.7% | Added |
| BNP Paribas Arbitrage, SA | 8,155 | $29.4K | 0.00% | −4,781−37.0% | Reduced |
| Barclays PLC | 7,863 | $28.4K | 0.00% | −822−9.5% | Reduced |
| Tower Research Capital LLC (TRC) | 5,606 | $20.2K | 0.00% | −3,071−35.4% | Reduced |
| Legal & General Group Plc | 5,417 | $19.6K | 0.00% | +1,541+39.8% | Added |
| Royal Bank of Canada | 5,209 | $19.0K | 0.00% | +975+23.0% | Added |
| FMR LLC | 4,827 | $17.4K | 0.00% | +433+9.9% | Added |
| Ameritas Investment Partners, Inc. | 4,345 | $15.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,101 | $3.98K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 734 | $2.65K | 0.00% | +638+664.6% | Added |
| Sterling Capital Management LLC | 720 | $2.60K | 0.00% | −712−49.7% | Reduced |
| California State Teachers Retirement System | 606 | $2.19K | 0.00% | −1,736−74.1% | Reduced |
| EverSource Wealth Advisors, LLC | 432 | $1.56K | 0.00% | +198+84.6% | Added |
| Kilter Group LLC | 200 | $722 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 88 | $318 | 0.00% | +86+4,300.0% | Added |
| IFP Advisors, Inc | 70 | $253 | 0.00% | +6+9.4% | Added |
| Fortitude Family Office, LLC | 43 | $155 | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 35 | $126 | 0.00% | +33+1,650.0% | Added |
| Rothschild Investment LLC | 29 | $105 | 0.00% | +17+141.7% | Added |
| Essential Partners LLC | 21 | $76 | 0.00% | −98−82.4% | Reduced |
| Clearstead Advisors, LLC | 15 | $55 | 0.00% | +15 | New |
| Larson Financial Group LLC | 11 | $40 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $25 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $14 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $8 | 0.00% | −31−93.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $4 | 0.00% | −7−87.5% | Reduced |
| Yorkville Advisors Global, LP | 0 | $0 | 0.00% | −773,000−100.0% | Sold out |
| ARP Global Capital Ltd | 0 | $0 | 0.00% | −225,100−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −82,581−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −54,355−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −43,279−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −26,284−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,255−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,056−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |