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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 2023

Institutional positions in AlTi Global, Inc. as of Mar 31, 2023. 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
23
−21 vs. Q4 2022
Shares held
1.44M
−16.8M (−92.1%) vs. Q4 2022
Total value
$18.0M
−$168.4M (−90.3%) vs. Q4 2022
New holders
13
4 more added
Sold out
34
6 more reduced

Compare with Q4 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 holdersQ1 2023: 23 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 2023: $18.0M
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 2023

Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2022.

Institutions holding ALTI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.309,912$3.89M0.00%+309,912New
Vanguard Group Inc296,273$3.72M0.00%+296,273New
Susquehanna International Group, LLP256,429$3.22M0.01%+206,429+412.9%Added
Geode Capital Management, LLC238,323$2.99M0.00%+222,537+1,409.7%Added
Charles Schwab Investment Management Inc118,202$1.48M0.00%+118,202New
Northern Trust Corp41,012$514.3K0.00%+41,012New
Morgan Stanley41,010$514.3K0.00%+41,010New
State Street Corp25,800$323.5K0.00%+25,800New
Bank of America Corp21,396$268.3K0.00%−296,203−93.3%Reduced
HRT Financial LP19,865$249.0K0.00%+19,865New
Highbridge Capital Management LLC14,604$183.0K0.01%+14,604New
Jane Street Group, LLC14,491$181.7K0.00%−97,099−87.0%Reduced
Barclays PLC9,244$115.9K0.00%−490,756−98.2%Reduced
MMCAP International Inc. SPC11,466$115.3K0.02%−1,177,257−99.0%Reduced
Point72 Asset Management, L.P.5,721$71.7K0.00%+5,721New
Cubist Systematic Strategies, LLC5,023$63.0K0.00%−26,734−84.2%Reduced
Citigroup Inc4,493$56.3K0.00%+4,493New
Point72 Middle East FZE3,975$49.8K0.00%+3,975New
Tower Research Capital LLC (TRC)1,093$14.0K0.00%+1,091+54,550.0%Added
UBS Group AG359$4.50K0.00%−70−16.3%Reduced
Wells Fargo & Company159$1.99K0.00%+159New
Larson Financial Group LLC11$1380.00%+1+10.0%Added
DuPont Capital Management Corp4$500.00%+4New
Citadel Advisors LLC0$00.00%−2,923,260−100.0%Sold out
Glazer Capital, LLC0$00.00%−1,678,689−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−1,098,735−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,011,543−100.0%Sold out
Periscope Capital Inc.0$00.00%−915,200−100.0%Sold out
Fir Tree Capital Management LP0$00.00%−838,458−100.0%Sold out
Woodline Partners LP0$00.00%−749,999−100.0%Sold out
Sculptor Capital LP0$00.00%−712,708−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−693,178−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−586,314−100.0%Sold out
Bracebridge Capital, LLC0$00.00%−500,000−100.0%Sold out
Omers Administration Corp0$00.00%−474,933−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−499,997−100.0%Sold out
Taconic Capital Advisors LP0$00.00%−482,558−100.0%Sold out
Falcon Edge Capital, LP0$00.00%−464,492−100.0%Sold out
CNH Partners LLC0$00.00%−359,494−100.0%Sold out
Cohanzick Management, LLC0$00.00%−341,607−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−293,100−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−250,000−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−180,177−100.0%Sold out
Quarry LP0$00.00%−175,000−100.0%Sold out
Moore Capital Management, LP0$00.00%−148,885−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−134,246−100.0%Sold out
Westchester Capital Management, LLC0$00.00%−136,464−100.0%Sold out
Clear Street LLC0$00.00%−73,009−100.0%Sold out
Janus Henderson Group PLC0$00.00%−58,431−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−50,000−100.0%Sold out
Ergoteles LLC0$00.00%−41,205−100.0%Sold out
Karpus Management, Inc.0$00.00%−32,100−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−28,386−100.0%Sold out
Ancora Advisors, LLC0$00.00%−21,583−100.0%Sold out
Paloma Partners Management Co0$00.00%−21,414−100.0%Sold out
Mariner Investment Group LLC0$00.00%−16,000−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−10,000−100.0%Sold out