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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 76 | $126.0M |
| Q1 2026 | 85 | $122.5M |
| Q4 2025 | 77 | $148.7M |
| Q3 2025 | 74 | $115.7M |
| Q2 2025 | 64 | $127.0M |
| Q1 2025 | 57 | $89.7M |
| Q4 2024 | 57 | $131.0M |
| Q3 2024 | 53 | $105.7M |
| Q2 2024 | 47 | $37.8M |
| Q1 2024 | 42 | $33.1M |
| Q4 2023 | 42 | $36.8M |
| Q3 2023 | 42 | $26.1M |
| Q2 2023 | 43 | $27.9M |
| Q1 2023 | 23 | $18.0M |
| Q4 2022 | 44 | $186.4M |
| Q3 2022 | 75 | $329.7M |
| Q2 2022 | 78 | $324.6M |
| Q1 2022 | 78 | $318.6M |
| Q4 2021 | 74 | $312.4M |
| Q3 2021 | 66 | $269.9M |
| Q2 2021 | 53 | $148.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 4 | $50 | 0.00% | +4 | New |
| Larson Financial Group LLC | 11 | $138 | 0.00% | +1+10.0% | Added |
| Wells Fargo & Company | 159 | $1.99K | 0.00% | +159 | New |
| UBS Group AG | 359 | $4.50K | 0.00% | −70−16.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,093 | $14.0K | 0.00% | +1,091+54,550.0% | Added |
| Point72 Middle East FZE | 3,975 | $49.8K | 0.00% | +3,975 | New |
| Citigroup Inc | 4,493 | $56.3K | 0.00% | +4,493 | New |
| Cubist Systematic Strategies, LLC | 5,023 | $63.0K | 0.00% | −26,734−84.2% | Reduced |
| Point72 Asset Management, L.P. | 5,721 | $71.7K | 0.00% | +5,721 | New |
| MMCAP International Inc. SPC | 11,466 | $115.3K | 0.02% | −1,177,257−99.0% | Reduced |
| Barclays PLC | 9,244 | $115.9K | 0.00% | −490,756−98.2% | Reduced |
| Jane Street Group, LLC | 14,491 | $181.7K | 0.00% | −97,099−87.0% | Reduced |
| Highbridge Capital Management LLC | 14,604 | $183.0K | 0.01% | +14,604 | New |
| HRT Financial LP | 19,865 | $249.0K | 0.00% | +19,865 | New |
| Bank of America Corp | 21,396 | $268.3K | 0.00% | −296,203−93.3% | Reduced |
| State Street Corp | 25,800 | $323.5K | 0.00% | +25,800 | New |
| Morgan Stanley | 41,010 | $514.3K | 0.00% | +41,010 | New |
| Northern Trust Corp | 41,012 | $514.3K | 0.00% | +41,012 | New |
| Charles Schwab Investment Management Inc | 118,202 | $1.48M | 0.00% | +118,202 | New |
| Geode Capital Management, LLC | 238,323 | $2.99M | 0.00% | +222,537+1,409.7% | Added |
| Susquehanna International Group, LLP | 256,429 | $3.22M | 0.01% | +206,429+412.9% | Added |
| Vanguard Group Inc | 296,273 | $3.72M | 0.00% | +296,273 | New |
| BlackRock Inc. | 309,912 | $3.89M | 0.00% | +309,912 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,923,260−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −1,678,689−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,098,735−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,011,543−100.0% | Sold out |
| Periscope Capital Inc. | 0 | $0 | 0.00% | −915,200−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −838,458−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −749,999−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −712,708−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −693,178−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −586,314−100.0% | Sold out |
| Bracebridge Capital, LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −474,933−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −499,997−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −482,558−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −464,492−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −359,494−100.0% | Sold out |
| Cohanzick Management, LLC | 0 | $0 | 0.00% | −341,607−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −293,100−100.0% | Sold out |
| Tenor Capital Management Co., L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −180,177−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −148,885−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −134,246−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −136,464−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −73,009−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −58,431−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −41,205−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −28,386−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −21,583−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,414−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |