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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; 76 institutions reported holding it in 13F filings for Q2 2026, worth $126.0M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in AlTi Global, Inc. as of Sep 30, 2021. 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
66
+13 vs. Q2 2021
Shares held
27.4M
+12.0M (+77.7%) vs. Q2 2021
Total value
$269.9M
+$120.9M (+81.2%) vs. Q2 2021
New holders
21
22 more added
Sold out
8
5 more reduced

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 66 institutions
Q1 2021: 0 institutionsQ2 2021: 53 institutionsQ3 2021: 66 institutionsQ4 2021: 74 institutionsQ1 2022: 78 institutionsQ2 2022: 78 institutionsQ3 2022: 75 institutionsQ4 2022: 44 institutionsQ1 2023: 23 institutionsQ2 2023: 43 institutionsQ3 2023: 42 institutionsQ4 2023: 42 institutionsQ1 2024: 42 institutionsQ2 2024: 47 institutionsQ3 2024: 53 institutionsQ4 2024: 57 institutionsQ1 2025: 57 institutionsQ2 2025: 64 institutionsQ3 2025: 74 institutionsQ4 2025: 77 institutionsQ1 2026: 85 institutionsQ2 2026: 76 institutions
Value heldQ3 2021: $269.9M
Q1 2021: $0Q2 2021: $148.9MQ3 2021: $269.9MQ4 2021: $312.4MQ1 2022: $318.6MQ2 2022: $324.6MQ3 2022: $329.7MQ4 2022: $186.4MQ1 2023: $18.0MQ2 2023: $27.9MQ3 2023: $26.1MQ4 2023: $36.8MQ1 2024: $33.1MQ2 2024: $37.8MQ3 2024: $105.7MQ4 2024: $131.0MQ1 2025: $89.7MQ2 2025: $127.0MQ3 2025: $115.7MQ4 2025: $148.7MQ1 2026: $122.5MQ2 2026: $126.0M
Institutions holding ALTI and their total value by quarter
QuarterHoldersValue
Q2 202676$126.0M
Q1 202685$122.5M
Q4 202577$148.7M
Q3 202574$115.7M
Q2 202564$127.0M
Q1 202557$89.7M
Q4 202457$131.0M
Q3 202453$105.7M
Q2 202447$37.8M
Q1 202442$33.1M
Q4 202342$36.8M
Q3 202342$26.1M
Q2 202343$27.9M
Q1 202323$18.0M
Q4 202244$186.4M
Q3 202275$329.7M
Q2 202278$324.6M
Q1 202278$318.6M
Q4 202174$312.4M
Q3 202166$269.9M
Q2 202153$148.9M
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2021.

Institutions holding ALTI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citadel Advisors LLC2,496,178$24.6M0.03%+1,620,223+185.0%Added
MMCAP International Inc. SPC1,703,500$16.8M1.18%+703,500+70.4%Added
Aristeia Capital LLC1,653,621$16.3M0.31%+1,653,621New
Marshall Wace, LLP1,559,127$15.4M0.08%+1,158,837+289.5%Added
Glazer Capital, LLC1,228,024$12.1M0.21%+1,217,450+11,513.6%Added
Linden Advisors LP1,200,000$11.8M0.07%00.0%Unchanged
Magnetar Financial LLC1,021,844$10.1M0.10%+1,021,844New
Nomura Holdings Inc1,011,543$9.97M0.08%00.0%Unchanged
Castle Creek Arbitrage, LLC999,999$9.85M0.56%00.0%Unchanged
Millennium Management LLC987,798$9.73M0.01%+449,791+83.6%Added
Hudson Bay Capital Management LP906,705$8.95M0.13%−17,588−1.9%Reduced
Periscope Capital Inc.883,300$8.70M0.26%+798,300+939.2%Added
Fir Tree Capital Management LP875,000$8.64M0.29%+125,000+16.7%Added
Radcliffe Capital Management, L.P.750,000$7.39M0.30%00.0%Unchanged
Sculptor Capital LP740,644$7.30M0.07%+193,387+35.3%Added
Blackstone Group Inc.699,999$6.89M0.02%00.0%Unchanged
Cohanzick Management, LLC683,223$6.73M1.62%+383,223+127.7%Added
D. E. Shaw & Co., Inc.586,314$5.79M0.01%+573,814+4,590.5%Added
Picton Mahoney Asset Management574,997$5.66M0.22%+574,997New
Mangrove Partners500,000$4.92M0.54%+100,001+25.0%Added
Shaolin Capital Management LLC500,000$4.92M0.15%+500,000New
Woodline Partners LP449,999$4.43M0.07%+399,999+800.0%Added
RiverPark Advisors, LLC423,038$4.17M0.51%+376,849+815.9%Added
CVI Holdings, LLC384,092$3.79M0.24%+84,092+28.0%Added
Bank of America Corp317,599$3.13M0.00%00.0%Unchanged
LMR Partners LLP300,000$2.96M0.04%00.0%Unchanged
Saba Capital Management, L.P.293,100$2.89M0.09%00.0%Unchanged
Goldman Sachs Group Inc290,347$2.86M0.00%−941−0.3%Reduced
DG Capital Management, LLC260,000$2.57M0.53%00.0%Unchanged
UBS Oconnor LLC250,266$2.47M0.02%+462+0.2%Added
Tenor Capital Management Co., L.P.250,000$2.42M0.06%+10.0%Added
Wealthspring Capital LLC228,867$2.25M0.54%+228,867New
Basso Capital Management, L.P.198,520$1.96M0.23%+28,762+16.9%Added
Mizuho Securities USA LLC174,815$1.72M0.18%+174,815New
Moore Capital Management, LP150,000$1.48M0.03%00.0%Unchanged
Weiss Asset Management LP143,772$1.42M0.04%+84,649+143.2%Added
Dark Forest Capital Management LP141,176$1.39M0.49%+141,176New
Exos Asset Management LLC135,700$1.34M0.71%+135,700New
Wolverine Asset Management LLC110,241$1.08M0.01%+30,369+38.0%Added
Whitebox Advisors LLC106,254$1.05M0.02%00.0%Unchanged
Vivaldi Asset Management, LLC102,258$1.01M0.15%+102,258New
JPMorgan Chase & Co100,000$987.0K0.00%+100,000New
Alyeska Investment Group, L.P.100,002$985.0K0.01%00.0%Unchanged
Athanor Capital, LP98,500$972.0K0.15%00.0%Unchanged
Berkley W R Corp98,250$968.0K0.07%00.0%Unchanged
EMG Holdings, L.P.92,000$906.0K0.28%+92,000New
CNH Partners LLC81,330$803.0K0.02%−70,809−46.5%Reduced
Arena Capital Advisors, LLC- CA75,000$739.0K0.06%+75,000New
Susquehanna International Group, LLP50,000$494.0K0.00%00.0%Unchanged
Yakira Capital Management, Inc.50,000$493.0K0.08%+50,000New
Owl Creek Asset Management, L.P.49,998$492.0K0.03%+49,998New
Bloom Tree Partners, LLC48,584$479.0K0.06%−1,313−2.6%Reduced
Schonfeld Strategic Advisors LLC46,942$462.0K0.01%+46,942New
Karpus Management, Inc.32,700$322.0K0.01%−16,750−33.9%Reduced
Verition Fund Management LLC25,000$247.0K0.00%+25,000New
Capstone Investment Advisors, LLC25,000$246.0K0.00%00.0%Unchanged
PEAK6 Investments LLC24,997$246.0K0.00%+10.0%Added
Paloma Partners Management Co21,414$211.0K0.01%+21,414New
Prelude Capital Management, LLC19,537$197.0K0.01%+19,537New
Ancora Advisors, LLC19,583$193.0K0.01%+1,500+8.3%Added
Sage Mountain Advisors LLC19,170$189.0K0.03%+19,170New
Seaport Global Asset Management LLC11,210$110.0K0.28%+1,210+12.1%Added
Littlejohn & Co LLC10,000$99.0K0.03%00.0%Unchanged
DuPont Capital Management Corp9,996$99.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,000$10.0K0.00%+1,000New
Tower Research Capital LLC (TRC)87$1.00K0.00%+87New
Polar Asset Management Partners Inc.0$00.00%−699,999−100.0%Sold out
Kingstown Capital Management L.P.0$00.00%−300,000−100.0%Sold out
Bulldog Investors, LLP0$00.00%−134,232−100.0%Sold out
Pentwater Capital Management LP0$00.00%−100,000−100.0%Sold out
Captrust Financial Advisors0$00.00%−20,316−100.0%Sold out
EJF Capital LLC0$00.00%−20,000−100.0%Sold out
Credit Suisse AG0$00.00%−10,000−100.0%Sold out
UBS Group AG0$00.00%−348−100.0%Sold out