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, Q4 2023
Institutional positions in AlTi Global, Inc. as of Dec 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
- 42
- +1 vs. Q3 2023
- Shares held
- 4.21M
- +620.1K (+17.3%) vs. Q3 2023
- Total value
- $36.8M
- +$11.8M (+47.1%) vs. Q3 2023
- New holders
- 3
- 21 more added
- Sold out
- 2
- 9 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding AlTi Global, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,520,542 | $13.3M | 0.00% | +182,996+13.7% | Added |
| Geode Capital Management, LLC | 536,229 | $4.70M | 0.00% | +60,760+12.8% | Added |
| Vanguard Group Inc | 508,464 | $4.45M | 0.00% | +41,042+8.8% | Added |
| State Street Corp | 403,203 | $3.53M | 0.00% | +22,796+6.0% | Added |
| Northern Trust Corp | 202,665 | $1.78M | 0.00% | +9,727+5.0% | Added |
| Charles Schwab Investment Management Inc | 199,220 | $1.75M | 0.00% | +16,772+9.2% | Added |
| AlTi Global, Inc. | 168,945 | $1.48M | 0.05% | +168,945 | New |
| Bank of New York Mellon Corp | 65,270 | $571.8K | 0.00% | +9,197+16.4% | Added |
| Swiss National Bank | 55,867 | $489.4K | 0.00% | +4,800+9.4% | Added |
| Morgan Stanley | 43,426 | $380.4K | 0.00% | +32,947+314.4% | Added |
| Goldman Sachs Group Inc | 40,735 | $356.8K | 0.00% | +21,546+112.3% | Added |
| Barclays PLC | 37,087 | $324.9K | 0.00% | +29,075+362.9% | Added |
| CAPROCK Group, Inc. | 34,978 | $306.4K | 0.02% | −22−0.1% | Reduced |
| Bank of America Corp | 33,631 | $294.6K | 0.00% | +16,502+96.3% | Added |
| UBS Group AG | 30,261 | $265.1K | 0.00% | +15,824+109.6% | Added |
| JPMorgan Chase & Co | 29,111 | $255.0K | 0.00% | +14,369+97.5% | Added |
| Mesirow Financial Investment Management, Inc. | 35,666 | $254.3K | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 28,956 | $253.7K | 0.00% | +3,805+15.1% | Added |
| MMCAP International Inc. SPC | 25,000 | $251.5K | 0.05% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 28,214 | $247.2K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 27,633 | $242.1K | 0.00% | +12,921+87.8% | Added |
| Legal & General Group Plc | 22,224 | $194.7K | 0.00% | −24−0.1% | Reduced |
| Jane Street Group, LLC | 19,108 | $167.4K | 0.00% | +19,108 | New |
| Rhumbline Advisers | 16,770 | $146.9K | 0.00% | −277−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,545 | $127.4K | 0.00% | −27,793−65.6% | Reduced |
| MetLife Investment Management | 11,993 | $105.1K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 11,350 | $99.4K | 0.00% | +852+8.1% | Added |
| Manufacturers Life Insurance Company, The | 10,366 | $90.8K | 0.00% | +10,366 | New |
| Invesco Ltd. | 10,040 | $88.0K | 0.00% | −1,434−12.5% | Reduced |
| Deutsche Bank AG | 8,191 | $71.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,397 | $65.0K | 0.00% | +4,516+156.8% | Added |
| Wells Fargo & Company | 5,948 | $52.1K | 0.00% | +1,695+39.9% | Added |
| Citigroup Inc | 3,288 | $28.8K | 0.00% | +3,233+5,878.2% | Added |
| Amalgamated Bank | 2,978 | $26.0K | 0.00% | −211−6.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,737 | $15.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,481 | $13.0K | 0.00% | +634+74.9% | Added |
| Metropolitan Life Insurance Co | 1,243 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,240 | $10.9K | 0.00% | −530−29.9% | Reduced |
| New York State Common Retirement Fund | 1,070 | $9.37K | 0.00% | −1−0.1% | Reduced |
| FMR LLC | 432 | $3.78K | 0.00% | −93−17.7% | Reduced |
| Larson Financial Group LLC | 11 | $96 | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 4 | $35 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −38,990−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,998−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |