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, Q3 2023
Institutional positions in AlTi Global, Inc. as of Sep 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
- 42
- −1 vs. Q2 2023
- Shares held
- 3.74M
- +101.0K (+2.8%) vs. Q2 2023
- Total value
- $26.1M
- −$1.83M (−6.5%) vs. Q2 2023
- New holders
- 5
- 18 more added
- Sold out
- 6
- 7 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,337,546 | $9.31M | 0.00% | +55,863+4.4% | Added |
| Geode Capital Management, LLC | 475,469 | $3.31M | 0.00% | +26,374+5.9% | Added |
| Vanguard Group Inc | 467,422 | $3.25M | 0.00% | +31,304+7.2% | Added |
| State Street Corp | 380,407 | $2.65M | 0.00% | +39,077+11.4% | Added |
| Northern Trust Corp | 192,938 | $1.34M | 0.00% | +6,100+3.3% | Added |
| Charles Schwab Investment Management Inc | 182,448 | $1.27M | 0.00% | +15,591+9.3% | Added |
| Tiedemann Advisors, LLC | 151,779 | $1.06M | 0.05% | −20,318−11.8% | Reduced |
| Bank of New York Mellon Corp | 56,073 | $390.3K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 51,067 | $355.4K | 0.00% | +6,800+15.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 42,338 | $294.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 38,990 | $271.4K | 0.00% | +38,990 | New |
| MMCAP International Inc. SPC | 25,000 | $251.5K | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 35,666 | $248.2K | 1.08% | +15,642+78.1% | Added |
| CAPROCK Group, Inc. | 35,000 | $243.6K | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,214 | $196.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 25,151 | $175.1K | 0.00% | +299+1.2% | Added |
| Legal & General Group Plc | 22,248 | $154.8K | 0.00% | +22,248 | New |
| Goldman Sachs Group Inc | 19,189 | $133.6K | 0.00% | +3,815+24.8% | Added |
| Bank of America Corp | 17,129 | $119.2K | 0.00% | +13,661+393.9% | Added |
| Rhumbline Advisers | 17,047 | $118.6K | 0.00% | +1,208+7.6% | Added |
| Marshall Wace, LLP | 14,998 | $104.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,742 | $102.6K | 0.00% | −2,128−12.6% | Reduced |
| Credit Suisse AG | 14,712 | $102.4K | 0.00% | +14,712 | New |
| UBS Group AG | 14,437 | $100.5K | 0.00% | +10,782+295.0% | Added |
| MetLife Investment Management | 11,993 | $83.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 11,474 | $79.9K | 0.00% | −68,968−85.7% | Reduced |
| American International Group, Inc. | 10,498 | $73.1K | 0.00% | +373+3.7% | Added |
| Morgan Stanley | 10,479 | $72.9K | 0.00% | −6,455−38.1% | Reduced |
| Deutsche Bank AG | 8,191 | $57.0K | 0.00% | +8,191 | New |
| Barclays PLC | 8,012 | $55.8K | 0.00% | +148+1.9% | Added |
| Wells Fargo & Company | 4,253 | $29.6K | 0.00% | −4,540−51.6% | Reduced |
| Amalgamated Bank | 3,189 | $22.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,881 | $20.0K | 0.00% | +1,212+72.6% | Added |
| Tower Research Capital LLC (TRC) | 1,770 | $12.3K | 0.00% | +48+2.8% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $12.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,243 | $8.65K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 1,071 | $7.45K | 0.00% | −12,929−92.4% | Reduced |
| Federated Hermes, Inc. | 847 | $5.89K | 0.00% | +847 | New |
| FMR LLC | 525 | $3.65K | 0.00% | +316+151.2% | Added |
| Citigroup Inc | 55 | $383 | 0.00% | −6,719−99.2% | Reduced |
| Larson Financial Group LLC | 11 | $77 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $28 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35,397−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,906−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,377−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −832−100.0% | Sold out |