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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 2022

Institutional positions in AlTi Global, Inc. as of Dec 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
44
−31 vs. Q3 2022
Shares held
18.2M
−15.1M (−45.3%) vs. Q3 2022
Total value
$186.4M
−$143.4M (−43.5%) vs. Q3 2022
New holders
4
6 more added
Sold out
35
11 more reduced

Compare with Q3 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 holdersQ4 2022: 44 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 2022: $186.4M
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 2022

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q3 2022.

Institutions holding ALTI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Citadel Advisors LLC2,923,260$29.2M0.03%+3720.0%Added
Glazer Capital, LLC1,678,689$16.8M0.44%+614,940+57.8%Added
MMCAP International Inc. SPC1,188,723$12.0M1.21%−14,777−1.2%Reduced
Hudson Bay Capital Management LP1,098,735$11.1M0.13%+15,030+1.4%Added
Nomura Holdings Inc1,011,543$10.6M0.11%00.0%Unchanged
Periscope Capital Inc.915,200$9.21M0.40%+500+0.1%Added
Fir Tree Capital Management LP838,458$8.41M0.43%−4,514−0.5%Reduced
Woodline Partners LP749,999$7.54M0.10%00.0%Unchanged
Sculptor Capital LP712,708$7.17M0.13%−27,936−3.8%Reduced
Exos TFP Holdings LLC693,178$6.97M1.93%+35,344+5.4%Added
D. E. Shaw & Co., Inc.586,314$6.40M0.01%00.0%Unchanged
Barclays PLC500,000$5.46M0.00%−345,136−40.8%Reduced
Bracebridge Capital, LLC500,000$5.46M2.07%00.0%Unchanged
Omers Administration Corp474,933$5.11M0.08%00.0%Unchanged
Picton Mahoney Asset Management499,997$5.03M0.26%00.0%Unchanged
Taconic Capital Advisors LP482,558$4.85M0.18%00.0%Unchanged
Falcon Edge Capital, LP464,492$4.67M0.85%00.0%Unchanged
CNH Partners LLC359,494$3.62M0.09%+100,000+38.5%Added
Bank of America Corp317,599$3.47M0.00%00.0%Unchanged
Cohanzick Management, LLC341,607$3.44M0.99%−420.0%Reduced
Saba Capital Management, L.P.293,100$2.95M0.05%00.0%Unchanged
Tenor Capital Management Co., L.P.250,000$2.73M0.06%00.0%Unchanged
Schechter Investment Advisors, LLC180,177$1.97M0.18%−3,930−2.1%Reduced
Quarry LP175,000$1.77M1.95%+175,000New
Moore Capital Management, LP148,885$1.60M0.05%−1,115−0.7%Reduced
Balyasny Asset Management LLC134,246$1.44M0.01%00.0%Unchanged
Westchester Capital Management, LLC136,464$1.37M0.04%00.0%Unchanged
Jane Street Group, LLC111,590$1.22M0.00%+111,590New
Clear Street LLC73,009$797.0K0.03%+73,009New
Janus Henderson Group PLC58,431$634.8K0.00%00.0%Unchanged
Susquehanna International Group, LLP50,000$537.5K0.00%−36,537−42.2%Reduced
Yakira Capital Management, Inc.50,000$503.0K0.10%00.0%Unchanged
Ergoteles LLC41,205$443.0K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC31,757$346.5K0.00%+31,757New
Karpus Management, Inc.32,100$322.9K0.01%−600−1.8%Reduced
Sona Asset Management (US) LLC28,386$309.7K0.09%00.0%Unchanged
Ancora Advisors, LLC21,583$236.0K0.01%00.0%Unchanged
Paloma Partners Management Co21,414$230.2K0.05%00.0%Unchanged
Mariner Investment Group LLC16,000$175.0K0.53%00.0%Unchanged
Geode Capital Management, LLC15,786$159.0K0.00%00.0%Unchanged
Sanders Morris Harris LLC10,000$109.1K0.04%00.0%Unchanged
UBS Group AG429$4.68K0.00%−1,454−77.2%Reduced
Larson Financial Group LLC10$1090.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2$00.00%−946−99.8%Reduced
Aristeia Capital LLC0$00.00%−1,701,984−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,614,330−100.0%Sold out
Linden Advisors LP0$00.00%−1,200,000−100.0%Sold out
Millennium Management LLC0$00.00%−1,190,769−100.0%Sold out
Castle Creek Arbitrage, LLC0$00.00%−999,999−100.0%Sold out
Vivaldi Asset Management, LLC0$00.00%−969,084−100.0%Sold out
Rpo LLC0$00.00%−955,120−100.0%Sold out
Weiss Asset Management LP0$00.00%−837,962−100.0%Sold out
Magnetar Financial LLC0$00.00%−781,784−100.0%Sold out
Radcliffe Capital Management, L.P.0$00.00%−749,995−100.0%Sold out
Shaolin Capital Management LLC0$00.00%−693,367−100.0%Sold out
UBS Oconnor LLC0$00.00%−660,509−100.0%Sold out
Omni Event Management Ltd0$00.00%−576,720−100.0%Sold out
CVI Holdings, LLC0$00.00%−490,327−100.0%Sold out
RiverPark Advisors, LLC0$00.00%−321,503−100.0%Sold out
LMR Partners LLP0$00.00%−300,000−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−213,637−100.0%Sold out
Calamos Advisors LLC0$00.00%−210,000−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−200,000−100.0%Sold out
Wealthspring Capital LLC0$00.00%−188,631−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−178,199−100.0%Sold out
Meteora Capital, LLC0$00.00%−150,773−100.0%Sold out
Berkley W R Corp0$00.00%−98,250−100.0%Sold out
Whitebox Advisors LLC0$00.00%−97,754−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−89,169−100.0%Sold out
Context Capital Management, LLC0$00.00%−62,590−100.0%Sold out
Bank of Montreal0$00.00%−52,844−100.0%Sold out
Sandia Investment Management LP0$00.00%−50,150−100.0%Sold out
Centiva Capital, LP0$00.00%−27,300−100.0%Sold out
Virtu Financial LLC0$00.00%−27,049−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−26,563−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−25,000−100.0%Sold out
HGC Investment Management Inc.0$00.00%−14,396−100.0%Sold out
Verition Fund Management LLC0$00.00%−11,200−100.0%Sold out
DuPont Capital Management Corp0$00.00%−9,996−100.0%Sold out