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 2023
Institutional positions in AlTi Global, Inc. as of Jun 30, 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
- 43
- +20 vs. Q1 2023
- Shares held
- 3.64M
- +2.20M (+152.8%) vs. Q1 2023
- Total value
- $27.9M
- +$9.91M (+55.0%) vs. Q1 2023
- New holders
- 25
- 11 more added
- Sold out
- 5
- 5 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,281,683 | $9.82M | 0.00% | +971,771+313.6% | Added |
| Geode Capital Management, LLC | 449,095 | $3.44M | 0.00% | +210,772+88.4% | Added |
| Vanguard Group Inc | 436,118 | $3.34M | 0.00% | +139,845+47.2% | Added |
| State Street Corp | 341,330 | $2.61M | 0.00% | +315,530+1,223.0% | Added |
| Northern Trust Corp | 186,838 | $1.43M | 0.00% | +145,826+355.6% | Added |
| Tiedemann Advisors, LLC | 172,097 | $1.32M | 0.06% | +172,097 | New |
| Charles Schwab Investment Management Inc | 166,857 | $1.28M | 0.00% | +48,655+41.2% | Added |
| Invesco Ltd. | 80,442 | $616.2K | 0.00% | +80,442 | New |
| Bank of New York Mellon Corp | 56,073 | $429.5K | 0.00% | +56,073 | New |
| Swiss National Bank | 44,267 | $339.1K | 0.00% | +44,267 | New |
| Mirae Asset Global Investments Co., Ltd. | 42,338 | $324.3K | 0.00% | +42,338 | New |
| Walleye Capital LLC | 35,397 | $271.1K | 0.00% | +35,397 | New |
| CAPROCK Group, Inc. | 35,000 | $268.1K | 0.02% | +35,000 | New |
| MMCAP International Inc. SPC | 25,000 | $251.5K | 0.08% | +13,534+118.0% | Added |
| Nuveen Asset Management, LLC | 28,214 | $216.1K | 0.00% | +28,214 | New |
| California State Teachers Retirement System | 24,852 | $190.4K | 0.00% | +24,852 | New |
| Mesirow Financial Investment Management, Inc. | 20,024 | $153.4K | 0.65% | +20,024 | New |
| Walleye Trading LLC | 19,906 | $152.5K | 0.01% | +19,906 | New |
| Morgan Stanley | 16,934 | $129.7K | 0.00% | −24,076−58.7% | Reduced |
| JPMorgan Chase & Co | 16,870 | $129.2K | 0.00% | +16,870 | New |
| Rhumbline Advisers | 15,839 | $121.3K | 0.00% | +15,839 | New |
| Goldman Sachs Group Inc | 15,374 | $117.8K | 0.00% | +15,374 | New |
| Marshall Wace, LLP | 14,998 | $114.9K | 0.00% | +14,998 | New |
| New York State Common Retirement Fund | 14,000 | $107.2K | 0.00% | +14,000 | New |
| Jane Street Group, LLC | 12,377 | $94.8K | 0.00% | −2,114−14.6% | Reduced |
| MetLife Investment Management | 11,993 | $91.9K | 0.00% | +11,993 | New |
| Moore Capital Management, LP | 11,250 | $86.2K | 0.00% | +11,250 | New |
| Susquehanna International Group, LLP | 10,798 | $82.7K | 0.00% | −245,631−95.8% | Reduced |
| American International Group, Inc. | 10,125 | $77.6K | 0.00% | +10,125 | New |
| Wells Fargo & Company | 8,793 | $67.4K | 0.00% | +8,634+5,430.2% | Added |
| Barclays PLC | 7,864 | $60.2K | 0.00% | −1,380−14.9% | Reduced |
| Citigroup Inc | 6,774 | $51.9K | 0.00% | +2,281+50.8% | Added |
| UBS Group AG | 3,655 | $28.0K | 0.00% | +3,296+918.1% | Added |
| Bank of America Corp | 3,468 | $26.6K | 0.00% | −17,928−83.8% | Reduced |
| Amalgamated Bank | 3,189 | $24.0K | 0.00% | +3,189 | New |
| Ameritas Investment Partners, Inc. | 1,737 | $13.3K | 0.00% | +1,737 | New |
| Tower Research Capital LLC (TRC) | 1,722 | $13.2K | 0.00% | +629+57.5% | Added |
| Royal Bank of Canada | 1,669 | $13.0K | 0.00% | +1,669 | New |
| Metropolitan Life Insurance Co | 1,243 | $9.52K | 0.00% | +1,243 | New |
| Littlejohn & Co LLC | 832 | $6.37K | 0.00% | +832 | New |
| FMR LLC | 209 | $1.60K | 0.00% | +209 | New |
| Larson Financial Group LLC | 11 | $84 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $31 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −19,865−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −14,604−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,721−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |