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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 2022

Institutional positions in AlTi Global, Inc. as of Sep 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
75
−2 vs. Q2 2022
Shares held
33.3M
+662.2K (+2.0%) vs. Q2 2022
Total value
$329.7M
+$9.18M (+2.9%) vs. Q2 2022
New holders
9
13 more added
Sold out
11
9 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 75 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 2022: $329.7M
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 2022

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2022.

Institutions holding ALTI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Larson Financial Group LLC10$00.00%+10New
Tower Research Capital LLC (TRC)948$9.00K0.00%−528−35.8%Reduced
UBS Group AG1,883$19.0K0.00%+355+23.2%Added
DuPont Capital Management Corp9,996$99.0K0.01%00.0%Unchanged
Sanders Morris Harris LLC10,000$99.0K0.02%+10,000New
Verition Fund Management LLC11,200$111.0K0.00%00.0%Unchanged
HGC Investment Management Inc.14,396$143.0K0.01%00.0%Unchanged
Geode Capital Management, LLC15,786$156.0K0.00%+2,925+22.7%Added
Mariner Investment Group LLC16,000$159.0K0.18%00.0%Unchanged
Paloma Partners Management Co21,414$212.0K0.04%00.0%Unchanged
Ancora Advisors, LLC21,583$214.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC25,000$248.0K0.01%00.0%Unchanged
Graham Capital Wealth Management, LLC26,563$263.0K0.32%+1,122+4.4%Added
Virtu Financial LLC27,049$268.0K0.02%+27,049New
Centiva Capital, LP27,300$271.0K0.02%+27,300New
Sona Asset Management (US) LLC28,386$281.0K0.17%00.0%Unchanged
Karpus Management, Inc.32,700$324.0K0.01%00.0%Unchanged
Ergoteles LLC41,205$408.0K0.01%+21,205+106.0%Added
Yakira Capital Management, Inc.50,000$496.0K0.07%00.0%Unchanged
Sandia Investment Management LP50,150$497.0K0.07%+50,150New
Bank of Montreal52,844$525.0K0.00%+10,467+24.7%Added
Janus Henderson Group PLC58,431$579.0K0.00%+58,431New
Context Capital Management, LLC62,590$620.0K0.04%00.0%Unchanged
Susquehanna International Group, LLP86,537$858.0K0.00%−153−0.2%Reduced
Wolverine Asset Management LLC89,169$883.0K0.01%+1,506+1.7%Added
Whitebox Advisors LLC97,754$969.0K0.03%00.0%Unchanged
Berkley W R Corp98,250$974.0K0.05%00.0%Unchanged
Balyasny Asset Management LLC134,246$1.33M0.01%+50.0%Added
Westchester Capital Management, LLC136,464$1.35M0.04%00.0%Unchanged
Moore Capital Management, LP150,000$1.49M0.04%00.0%Unchanged
Meteora Capital, LLC150,773$1.49M0.38%+150,773New
Schonfeld Strategic Advisors LLC178,199$1.77M0.01%00.0%Unchanged
Schechter Investment Advisors, LLC184,107$1.82M0.18%−4,167−2.2%Reduced
Wealthspring Capital LLC188,631$1.87M0.37%−4,167−2.2%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management200,000$1.98M0.04%00.0%Unchanged
Calamos Advisors LLC210,000$2.08M0.01%+210,000New
Qube Research & Technologies Ltd213,637$2.12M0.01%−71,451−25.1%Reduced
Tenor Capital Management Co., L.P.250,000$2.48M0.06%00.0%Unchanged
CNH Partners LLC259,494$2.57M0.06%00.0%Unchanged
Saba Capital Management, L.P.293,100$2.90M0.04%00.0%Unchanged
LMR Partners LLP300,000$2.97M0.08%00.0%Unchanged
Bank of America Corp317,599$3.15M0.00%00.0%Unchanged
RiverPark Advisors, LLC321,503$3.19M1.04%00.0%Unchanged
Cohanzick Management, LLC341,649$3.39M0.82%−222−0.1%Reduced
Falcon Edge Capital, LP464,492$4.60M0.54%00.0%Unchanged
Omers Administration Corp474,933$4.71M0.08%00.0%Unchanged
Taconic Capital Advisors LP482,558$4.78M0.15%+405,558+526.7%Added
CVI Holdings, LLC490,327$4.86M0.38%00.0%Unchanged
Bracebridge Capital, LLC500,000$4.96M1.82%00.0%Unchanged
Picton Mahoney Asset Management499,997$4.96M0.23%00.0%Unchanged
Omni Event Management Ltd576,720$5.71M0.77%−26,966−4.5%Reduced
D. E. Shaw & Co., Inc.586,314$5.81M0.01%00.0%Unchanged
Exos TFP Holdings LLC657,834$6.52M2.99%+657,834New
UBS Oconnor LLC660,509$6.55M0.08%−66,223−9.1%Reduced
Shaolin Capital Management LLC693,367$6.87M0.19%00.0%Unchanged
Sculptor Capital LP740,644$7.34M0.09%00.0%Unchanged
Radcliffe Capital Management, L.P.749,995$7.43M0.24%00.0%Unchanged
Woodline Partners LP749,999$7.43M0.11%00.0%Unchanged
Magnetar Financial LLC781,784$7.75M0.11%00.0%Unchanged
Weiss Asset Management LP837,962$8.30M0.22%00.0%Unchanged
Fir Tree Capital Management LP842,972$8.35M0.29%00.0%Unchanged
Barclays PLC845,136$8.38M0.01%00.0%Unchanged
Periscope Capital Inc.914,700$9.06M0.26%+2000.0%Added
Rpo LLC955,120$9.46M2.47%+20,481+2.2%Added
Vivaldi Asset Management, LLC969,084$9.60M0.45%00.0%Unchanged
Castle Creek Arbitrage, LLC999,999$9.91M0.55%00.0%Unchanged
Nomura Holdings Inc1,011,543$10.0M0.10%00.0%Unchanged
Glazer Capital, LLC1,063,749$10.5M0.19%−4,027−0.4%Reduced
Hudson Bay Capital Management LP1,083,705$10.7M0.11%00.0%Unchanged
Millennium Management LLC1,190,769$11.8M0.01%+1000.0%Added
Linden Advisors LP1,200,000$11.9M0.11%00.0%Unchanged
MMCAP International Inc. SPC1,203,500$11.9M0.95%00.0%Unchanged
Marshall Wace, LLP1,614,330$16.0M0.04%00.0%Unchanged
Aristeia Capital LLC1,701,984$16.9M0.30%+48,363+2.9%Added
Citadel Advisors LLC2,922,888$29.0M0.04%+413,033+16.5%Added
Iron Park Capital Partners, LP0$00.00%−530,554−100.0%Sold out
Mangrove Partners0$00.00%−500,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−100,002−100.0%Sold out
Tegean Capital Management, LLC0$00.00%−49,600−100.0%Sold out
Bloom Tree Partners, LLC0$00.00%−39,888−100.0%Sold out
CSS LLC0$00.00%−19,766−100.0%Sold out
Salient Capital Advisors, LLC0$00.00%−11,702−100.0%Sold out
Littlejohn & Co LLC0$00.00%−10,000−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−9,240−100.0%Sold out
Antara Capital LP0$00.00%−3,046−100.0%Sold out
Penserra Capital Management LLC0$00.00%−2,985−100.0%Sold out
Exos Asset Management LLC––––Not filed