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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, Q1 2022

Institutional positions in AlTi Global, Inc. as of Mar 31, 2022. 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
78
+4 vs. Q4 2021
Shares held
32.3M
+658.2K (+2.1%) vs. Q4 2021
Total value
$318.6M
+$6.15M (+2.0%) vs. Q4 2021
New holders
10
12 more added
Sold out
6
17 more reduced

Compare with Q4 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 holdersQ1 2022: 78 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 heldQ1 2022: $318.6M
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, Q1 2022

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2021.

Institutions holding ALTI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)1,181$12.0K0.00%+305+34.8%Added
UBS Group AG2,787$28.0K0.00%+2,787New
Penserra Capital Management LLC4,392$43.0K0.00%−1,314−23.0%Reduced
Integrity Capital Management (HK) Ltd5,000$49.0K0.26%+5,000New
Wolverine Asset Management LLC5,605$55.0K0.00%−99,048−94.6%Reduced
Sage Mountain Advisors LLC9,771$96.0K0.02%−8,778−47.3%Reduced
Littlejohn & Co LLC10,000$99.0K0.03%00.0%Unchanged
DuPont Capital Management Corp9,996$99.0K0.00%00.0%Unchanged
Salient Capital Advisors, LLC11,702$115.0K0.00%00.0%Unchanged
Geode Capital Management, LLC12,861$126.0K0.00%+12,861New
HGC Investment Management Inc.14,396$143.0K0.01%00.0%Unchanged
Mariner Investment Group LLC16,000$158.0K0.20%+16,000New
CSS LLC19,790$195.0K0.01%00.0%Unchanged
Paloma Partners Management Co21,414$211.0K0.02%00.0%Unchanged
Ancora Advisors, LLC21,583$213.0K0.01%+2,000+10.2%Added
Verition Fund Management LLC24,108$238.0K0.00%−3,800−13.6%Reduced
Capstone Investment Advisors, LLC25,000$247.0K0.01%00.0%Unchanged
Sona Asset Management (US) LLC28,386$279.0K0.33%00.0%Unchanged
Karpus Management, Inc.32,700$323.0K0.01%00.0%Unchanged
Bloom Tree Partners, LLC39,888$394.0K0.06%−7,881−16.5%Reduced
Tegean Capital Management, LLC49,600$490.0K0.51%00.0%Unchanged
Owl Creek Asset Management, L.P.49,998$493.0K0.03%00.0%Unchanged
Yakira Capital Management, Inc.50,000$494.0K0.07%00.0%Unchanged
Context Capital Management, LLC62,590$618.0K0.04%00.0%Unchanged
Taconic Capital Advisors LP77,000$760.0K0.03%+77,000New
CNH Partners LLC81,330$803.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP86,809$857.0K0.00%+87+0.1%Added
Whitebox Advisors LLC97,754$965.0K0.02%−8,500−8.0%Reduced
Berkley W R Corp98,250$970.0K0.05%00.0%Unchanged
Alyeska Investment Group, L.P.100,002$987.0K0.01%00.0%Unchanged
Kepos Capital LP124,998$1.23M0.09%00.0%Unchanged
Balyasny Asset Management LLC134,241$1.32M0.01%00.0%Unchanged
Moore Capital Management, LP150,000$1.48M0.05%00.0%Unchanged
Allianz Asset Management GmbH167,000$1.65M0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC169,835$1.68M0.02%−10,000−5.6%Reduced
Schechter Investment Advisors, LLC194,688$1.92M0.18%−20,028−9.3%Reduced
Wealthspring Capital LLC199,752$1.97M0.39%−16,461−7.6%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management200,000$1.97M0.04%00.0%Unchanged
Tenor Capital Management Co., L.P.250,000$2.47M0.05%00.0%Unchanged
DG Capital Management, LLC254,749$2.51M0.51%−5,251−2.0%Reduced
Qube Research & Technologies Ltd285,088$2.81M0.03%+285,088New
Saba Capital Management, L.P.293,100$2.89M0.05%00.0%Unchanged
LMR Partners LLP300,000$2.96M0.04%00.0%Unchanged
Cantor Fitzgerald, L. P.303,214$2.99M0.23%−1,124,033−78.8%Reduced
Bank of America Corp317,599$3.13M0.00%00.0%Unchanged
RiverPark Advisors, LLC360,908$3.56M0.65%00.0%Unchanged
Exos Asset Management LLC406,425$4.01M1.72%+270,726+199.5%Added
Falcon Edge Capital, LP464,492$4.58M0.41%00.0%Unchanged
Rpo LLC473,546$4.67M1.59%+473,546New
Omers Administration Corp474,933$4.69M0.06%+428,421+921.1%Added
CVI Holdings, LLC490,327$4.84M0.32%+2,100+0.4%Added
Picton Mahoney Asset Management499,997$4.93M0.18%−200,000−28.6%Reduced
Mangrove Partners500,000$4.93M0.39%00.0%Unchanged
Bracebridge Capital, LLC500,000$4.93M1.70%+500,000New
Iron Park Capital Partners, LP500,000$4.93M4.15%+500,000New
Cohanzick Management, LLC561,204$5.54M1.25%−28,876−4.9%Reduced
Shaolin Capital Management LLC575,277$5.68M0.14%00.0%Unchanged
D. E. Shaw & Co., Inc.586,314$5.79M0.01%00.0%Unchanged
Omni Event Management Ltd633,402$6.25M0.36%+41,326+7.0%Added
Sculptor Capital LP740,644$7.31M0.06%00.0%Unchanged
Radcliffe Capital Management, L.P.749,995$7.40M0.23%00.0%Unchanged
Woodline Partners LP749,999$7.40M0.12%00.0%Unchanged
Glazer Capital, LLC811,314$8.01M0.22%−761,542−48.4%Reduced
Weiss Asset Management LP837,962$8.27M0.19%+367,303+78.0%Added
Barclays PLC845,136$8.34M0.01%+845,136New
Fir Tree Capital Management LP875,000$8.64M0.25%00.0%Unchanged
Magnetar Financial LLC878,343$8.67M0.09%−17,802−2.0%Reduced
Periscope Capital Inc.914,200$9.02M0.23%−480−0.1%Reduced
Vivaldi Asset Management, LLC969,084$9.56M1.03%+793,678+452.5%Added
Castle Creek Arbitrage, LLC999,999$9.86M0.50%00.0%Unchanged
Nomura Holdings Inc1,011,543$9.97M0.08%00.0%Unchanged
Hudson Bay Capital Management LP1,083,705$10.7M0.15%+77,000+7.6%Added
Linden Advisors LP1,200,000$11.8M0.07%00.0%Unchanged
MMCAP International Inc. SPC1,203,500$11.9M0.69%00.0%Unchanged
Millennium Management LLC1,336,952$13.2M0.02%+98,590+8.0%Added
Marshall Wace, LLP1,614,330$15.9M0.03%+18,143+1.1%Added
Aristeia Capital LLC1,653,621$16.3M0.30%00.0%Unchanged
Citadel Advisors LLC2,363,701$23.3M0.03%−360,169−13.2%Reduced
Blackstone Group Inc.0$00.00%−699,999−100.0%Sold out
UBS Oconnor LLC0$00.00%−515,049−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−100,273−100.0%Sold out
VR Advisory Services Ltd0$00.00%−84,655−100.0%Sold out
Arena Capital Advisors, LLC- CA0$00.00%−75,000−100.0%Sold out
Credit Suisse AG0$00.00%−10,000−100.0%Sold out