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