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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, Q2 2022

Institutional positions in AlTi Global, Inc. as of Jun 30, 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
0 vs. Q1 2022
Shares held
33.0M
+742.6K (+2.3%) vs. Q1 2022
Total value
$324.6M
+$6.03M (+1.9%) vs. Q1 2022
New holders
6
11 more added
Sold out
6
14 more reduced

Compare with Q1 2022: 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 holdersQ2 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 heldQ2 2022: $324.6M
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, Q2 2022

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2022.

Institutions holding ALTI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG1,528$15.0K0.00%−1,259−45.2%Reduced
Tower Research Capital LLC (TRC)1,476$15.0K0.00%+295+25.0%Added
Penserra Capital Management LLC2,985$29.0K0.00%−1,407−32.0%Reduced
Antara Capital LP3,046$30.0K0.00%+3,046New
Sage Mountain Advisors LLC9,240$91.0K0.02%−531−5.4%Reduced
Littlejohn & Co LLC10,000$98.0K0.04%00.0%Unchanged
DuPont Capital Management Corp9,996$98.0K0.00%00.0%Unchanged
Verition Fund Management LLC11,200$111.0K0.00%−12,908−53.5%Reduced
Salient Capital Advisors, LLC11,702$115.0K0.01%00.0%Unchanged
Geode Capital Management, LLC12,861$126.0K0.00%00.0%Unchanged
HGC Investment Management Inc.14,396$143.0K0.01%00.0%Unchanged
Mariner Investment Group LLC16,000$157.0K0.17%00.0%Unchanged
CSS LLC19,766$194.0K0.01%−24−0.1%Reduced
Ergoteles LLC20,000$197.0K0.01%+20,000New
Paloma Partners Management Co21,414$210.0K0.02%00.0%Unchanged
Ancora Advisors, LLC21,583$212.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC25,000$246.0K0.01%00.0%Unchanged
Graham Capital Wealth Management, LLC25,441$250.0K0.22%+25,441New
Sona Asset Management (US) LLC28,386$279.0K0.27%00.0%Unchanged
Karpus Management, Inc.32,700$321.0K0.01%00.0%Unchanged
Bloom Tree Partners, LLC39,888$392.0K0.10%00.0%Unchanged
Bank of Montreal42,377$418.0K0.00%+42,377New
Tegean Capital Management, LLC49,600$488.0K0.02%00.0%Unchanged
Yakira Capital Management, Inc.50,000$492.0K0.08%00.0%Unchanged
Context Capital Management, LLC62,590$615.0K0.04%00.0%Unchanged
Taconic Capital Advisors LP77,000$757.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP86,690$853.0K0.00%−119−0.1%Reduced
Wolverine Asset Management LLC87,663$861.0K0.01%+82,058+1,464.0%Added
Whitebox Advisors LLC97,754$961.0K0.03%00.0%Unchanged
Berkley W R Corp98,250$966.0K0.05%00.0%Unchanged
Alyeska Investment Group, L.P.100,002$983.0K0.01%00.0%Unchanged
Balyasny Asset Management LLC134,241$1.32M0.01%00.0%Unchanged
Westchester Capital Management, LLC136,464$1.34M0.04%+136,464New
Moore Capital Management, LP150,000$1.48M0.04%00.0%Unchanged
Schonfeld Strategic Advisors LLC178,199$1.75M0.02%+8,364+4.9%Added
Schechter Investment Advisors, LLC188,274$1.85M0.18%−6,414−3.3%Reduced
Wealthspring Capital LLC192,798$1.90M0.36%−6,954−3.5%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management200,000$1.97M0.04%00.0%Unchanged
Tenor Capital Management Co., L.P.250,000$2.46M0.06%00.0%Unchanged
CNH Partners LLC259,494$2.55M0.06%+178,164+219.1%Added
Qube Research & Technologies Ltd285,088$2.80M0.02%00.0%Unchanged
Saba Capital Management, L.P.293,100$2.88M0.04%00.0%Unchanged
LMR Partners LLP300,000$2.95M0.06%00.0%Unchanged
Bank of America Corp317,599$3.12M0.00%00.0%Unchanged
RiverPark Advisors, LLC321,503$3.16M1.00%−39,405−10.9%Reduced
Cohanzick Management, LLC341,871$3.36M0.95%−219,333−39.1%Reduced
Exos Asset Management LLC411,345$4.04M2.10%+4,920+1.2%Added
Falcon Edge Capital, LP464,492$4.57M0.47%00.0%Unchanged
Omers Administration Corp474,933$4.67M0.07%00.0%Unchanged
CVI Holdings, LLC490,327$4.82M0.35%00.0%Unchanged
Bracebridge Capital, LLC500,000$4.92M1.61%00.0%Unchanged
Mangrove Partners500,000$4.92M0.38%00.0%Unchanged
Picton Mahoney Asset Management499,997$4.92M0.21%00.0%Unchanged
Iron Park Capital Partners, LP530,554$5.21M5.58%+30,554+6.1%Added
D. E. Shaw & Co., Inc.586,314$5.76M0.01%00.0%Unchanged
Omni Event Management Ltd603,686$5.93M0.40%−29,716−4.7%Reduced
Shaolin Capital Management LLC693,367$6.82M0.16%+118,090+20.5%Added
UBS Oconnor LLC726,732$7.14M0.07%+726,732New
Sculptor Capital LP740,644$7.28M0.08%00.0%Unchanged
Radcliffe Capital Management, L.P.749,995$7.37M0.23%00.0%Unchanged
Woodline Partners LP749,999$7.37M0.12%00.0%Unchanged
Magnetar Financial LLC781,784$7.68M0.09%−96,559−11.0%Reduced
Weiss Asset Management LP837,962$8.24M0.22%00.0%Unchanged
Fir Tree Capital Management LP842,972$8.29M0.27%−32,028−3.7%Reduced
Barclays PLC845,136$8.31M0.01%00.0%Unchanged
Periscope Capital Inc.914,500$8.99M0.24%+3000.0%Added
Rpo LLC934,639$9.19M2.49%+461,093+97.4%Added
Vivaldi Asset Management, LLC969,084$9.53M0.67%00.0%Unchanged
Castle Creek Arbitrage, LLC999,999$9.83M0.54%00.0%Unchanged
Nomura Holdings Inc1,011,543$9.94M0.09%00.0%Unchanged
Glazer Capital, LLC1,067,776$10.5M0.26%+256,462+31.6%Added
Hudson Bay Capital Management LP1,083,705$10.7M0.10%00.0%Unchanged
Millennium Management LLC1,190,669$11.7M0.02%−146,283−10.9%Reduced
Linden Advisors LP1,200,000$11.8M0.11%00.0%Unchanged
MMCAP International Inc. SPC1,203,500$11.8M0.95%00.0%Unchanged
Marshall Wace, LLP1,614,330$15.9M0.04%00.0%Unchanged
Aristeia Capital LLC1,653,621$16.3M0.29%00.0%Unchanged
Citadel Advisors LLC2,509,855$24.7M0.03%+146,154+6.2%Added
Cantor Fitzgerald, L. P.0$00.00%−303,214−100.0%Sold out
DG Capital Management, LLC0$00.00%−254,749−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−167,000−100.0%Sold out
Kepos Capital LP0$00.00%−124,998−100.0%Sold out
Owl Creek Asset Management, L.P.0$00.00%−49,998−100.0%Sold out
Integrity Capital Management (HK) Ltd0$00.00%−5,000−100.0%Sold out