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