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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, Q4 2021

Institutional positions in AlTi Global, Inc. as of Dec 31, 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
74
+9 vs. Q3 2021
Shares held
31.6M
+4.25M (+15.5%) vs. Q3 2021
Total value
$312.4M
+$42.7M (+15.8%) vs. Q3 2021
New holders
18
17 more added
Sold out
9
11 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 74 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 heldQ4 2021: $312.4M
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, Q4 2021

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q3 2021.

Institutions holding ALTI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)876$8.00K0.00%+789+906.9%Added
Penserra Capital Management LLC5,706$56.0K0.00%+5,706New
Littlejohn & Co LLC10,000$99.0K0.03%00.0%Unchanged
DuPont Capital Management Corp9,996$99.0K0.00%00.0%Unchanged
Credit Suisse AG10,000$99.0K0.00%+10,000New
Salient Capital Advisors, LLC11,702$116.0K0.01%+11,702New
HGC Investment Management Inc.14,396$143.0K0.01%+14,396New
Sage Mountain Advisors LLC18,549$183.0K0.02%−621−3.2%Reduced
Ancora Advisors, LLC19,583$193.0K0.00%00.0%Unchanged
CSS LLC19,790$196.0K0.01%+19,790New
Paloma Partners Management Co21,414$212.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC25,000$247.0K0.00%00.0%Unchanged
Verition Fund Management LLC27,908$276.0K0.00%+2,908+11.6%Added
Sona Asset Management (US) LLC28,386$280.0K0.15%+28,386New
Karpus Management, Inc.32,700$323.0K0.01%00.0%Unchanged
Omers Administration Corp46,512$460.0K0.01%+46,512New
Bloom Tree Partners, LLC47,769$472.0K0.08%−815−1.7%Reduced
Tegean Capital Management, LLC49,600$490.0K0.51%+49,600New
Yakira Capital Management, Inc.50,000$494.0K0.06%00.0%Unchanged
Owl Creek Asset Management, L.P.49,998$494.0K0.03%00.0%Unchanged
Context Capital Management, LLC62,590$618.0K0.05%+62,590New
Arena Capital Advisors, LLC- CA75,000$741.0K0.07%00.0%Unchanged
CNH Partners LLC81,330$804.0K0.02%00.0%Unchanged
VR Advisory Services Ltd84,655$836.0K0.36%+84,655New
Susquehanna International Group, LLP86,722$857.0K0.00%+36,722+73.4%Added
Berkley W R Corp98,250$971.0K0.05%00.0%Unchanged
Alyeska Investment Group, L.P.100,002$988.0K0.01%00.0%Unchanged
Basso Capital Management, L.P.100,273$991.0K0.11%−98,247−49.5%Reduced
Wolverine Asset Management LLC104,653$1.03M0.01%−5,588−5.1%Reduced
Whitebox Advisors LLC106,254$1.05M0.02%00.0%Unchanged
Kepos Capital LP124,998$1.24M0.10%+124,998New
Balyasny Asset Management LLC134,241$1.33M0.01%+134,241New
Exos Asset Management LLC135,699$1.34M0.69%−10.0%Reduced
Moore Capital Management, LP150,000$1.48M0.04%00.0%Unchanged
Allianz Asset Management GmbH167,000$1.65M0.00%+167,000New
Vivaldi Asset Management, LLC175,406$1.73M0.30%+73,148+71.5%Added
Schonfeld Strategic Advisors LLC179,835$1.78M0.02%+132,893+283.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management200,000$1.98M0.03%+200,000New
Schechter Investment Advisors, LLC214,716$2.12M0.19%+214,716New
Wealthspring Capital LLC216,213$2.14M0.46%−12,654−5.5%Reduced
Tenor Capital Management Co., L.P.250,000$2.47M0.05%00.0%Unchanged
DG Capital Management, LLC260,000$2.57M0.51%00.0%Unchanged
Saba Capital Management, L.P.293,100$2.90M0.06%00.0%Unchanged
LMR Partners LLP300,000$2.96M0.04%00.0%Unchanged
Bank of America Corp317,599$3.14M0.00%00.0%Unchanged
RiverPark Advisors, LLC360,908$3.57M0.43%−62,130−14.7%Reduced
Falcon Edge Capital, LP464,492$4.59M0.51%+464,492New
Weiss Asset Management LP470,659$4.65M0.11%+326,887+227.4%Added
CVI Holdings, LLC488,227$4.82M0.32%+104,135+27.1%Added
Mangrove Partners500,000$4.94M0.37%00.0%Unchanged
UBS Oconnor LLC515,049$5.09M0.05%+264,783+105.8%Added
Shaolin Capital Management LLC575,277$5.68M0.15%+75,277+15.1%Added
D. E. Shaw & Co., Inc.586,314$5.79M0.01%00.0%Unchanged
Cohanzick Management, LLC590,080$5.83M1.03%−93,143−13.6%Reduced
Omni Event Management Ltd592,076$5.85M0.33%+592,076New
Blackstone Group Inc.699,999$6.92M0.02%00.0%Unchanged
Picton Mahoney Asset Management699,997$6.92M0.25%+125,000+21.7%Added
Sculptor Capital LP740,644$7.32M0.07%00.0%Unchanged
Radcliffe Capital Management, L.P.749,995$7.41M0.27%−50.0%Reduced
Woodline Partners LP749,999$7.41M0.11%+300,000+66.7%Added
Fir Tree Capital Management LP875,000$8.64M0.24%00.0%Unchanged
Magnetar Financial LLC896,145$8.85M0.09%−125,699−12.3%Reduced
Periscope Capital Inc.914,680$9.04M0.24%+31,380+3.6%Added
Castle Creek Arbitrage, LLC999,999$9.88M0.49%00.0%Unchanged
Hudson Bay Capital Management LP1,006,705$9.95M0.11%+100,000+11.0%Added
Nomura Holdings Inc1,011,543$10.0M0.06%00.0%Unchanged
Linden Advisors LP1,200,000$11.9M0.07%00.0%Unchanged
MMCAP International Inc. SPC1,203,500$11.9M0.74%−500,000−29.4%Reduced
Millennium Management LLC1,238,362$12.2M0.01%+250,564+25.4%Added
Cantor Fitzgerald, L. P.1,427,247$14.1M1.01%+1,427,247New
Glazer Capital, LLC1,572,856$15.5M0.38%+344,832+28.1%Added
Marshall Wace, LLP1,596,187$15.8M0.03%+37,060+2.4%Added
Aristeia Capital LLC1,653,621$16.3M0.29%00.0%Unchanged
Citadel Advisors LLC2,723,870$26.9M0.03%+227,692+9.1%Added
Goldman Sachs Group Inc0$00.00%−290,347−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−174,815−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−141,176−100.0%Sold out
JPMorgan Chase & Co0$00.00%−100,000−100.0%Sold out
Athanor Capital, LP0$00.00%−98,500−100.0%Sold out
EMG Holdings, L.P.0$00.00%−92,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−24,997−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−19,537−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−1,000−100.0%Sold out
Seaport Global Asset Management LLC––––Not filed