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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 4 | $35 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 11 | $96 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 432 | $3.78K | 0.00% | −93−17.7% | Reduced |
| New York State Common Retirement Fund | 1,070 | $9.37K | 0.00% | −1−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,240 | $10.9K | 0.00% | −530−29.9% | Reduced |
| Metropolitan Life Insurance Co | 1,243 | $10.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,481 | $13.0K | 0.00% | +634+74.9% | Added |
| Ameritas Investment Partners, Inc. | 1,737 | $15.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,978 | $26.0K | 0.00% | −211−6.6% | Reduced |
| Citigroup Inc | 3,288 | $28.8K | 0.00% | +3,233+5,878.2% | Added |
| Wells Fargo & Company | 5,948 | $52.1K | 0.00% | +1,695+39.9% | Added |
| Royal Bank of Canada | 7,397 | $65.0K | 0.00% | +4,516+156.8% | Added |
| Deutsche Bank AG | 8,191 | $71.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 10,040 | $88.0K | 0.00% | −1,434−12.5% | Reduced |
| Manufacturers Life Insurance Company, The | 10,366 | $90.8K | 0.00% | +10,366 | New |
| American International Group, Inc. | 11,350 | $99.4K | 0.00% | +852+8.1% | Added |
| MetLife Investment Management | 11,993 | $105.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,545 | $127.4K | 0.00% | −27,793−65.6% | Reduced |
| Rhumbline Advisers | 16,770 | $146.9K | 0.00% | −277−1.6% | Reduced |
| Jane Street Group, LLC | 19,108 | $167.4K | 0.00% | +19,108 | New |
| Legal & General Group Plc | 22,224 | $194.7K | 0.00% | −24−0.1% | Reduced |
| Credit Suisse AG | 27,633 | $242.1K | 0.00% | +12,921+87.8% | Added |
| Nuveen Asset Management, LLC | 28,214 | $247.2K | 0.00% | 00.0% | Unchanged |
| MMCAP International Inc. SPC | 25,000 | $251.5K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 28,956 | $253.7K | 0.00% | +3,805+15.1% | Added |
| Mesirow Financial Investment Management, Inc. | 35,666 | $254.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 29,111 | $255.0K | 0.00% | +14,369+97.5% | Added |
| UBS Group AG | 30,261 | $265.1K | 0.00% | +15,824+109.6% | Added |
| Bank of America Corp | 33,631 | $294.6K | 0.00% | +16,502+96.3% | Added |
| CAPROCK Group, Inc. | 34,978 | $306.4K | 0.02% | −22−0.1% | Reduced |
| Barclays PLC | 37,087 | $324.9K | 0.00% | +29,075+362.9% | Added |
| Goldman Sachs Group Inc | 40,735 | $356.8K | 0.00% | +21,546+112.3% | Added |
| Morgan Stanley | 43,426 | $380.4K | 0.00% | +32,947+314.4% | Added |
| Swiss National Bank | 55,867 | $489.4K | 0.00% | +4,800+9.4% | Added |
| Bank of New York Mellon Corp | 65,270 | $571.8K | 0.00% | +9,197+16.4% | Added |
| AlTi Global, Inc. | 168,945 | $1.48M | 0.05% | +168,945 | New |
| Charles Schwab Investment Management Inc | 199,220 | $1.75M | 0.00% | +16,772+9.2% | Added |
| Northern Trust Corp | 202,665 | $1.78M | 0.00% | +9,727+5.0% | Added |
| State Street Corp | 403,203 | $3.53M | 0.00% | +22,796+6.0% | Added |
| Vanguard Group Inc | 508,464 | $4.45M | 0.00% | +41,042+8.8% | Added |
| Geode Capital Management, LLC | 536,229 | $4.70M | 0.00% | +60,760+12.8% | Added |
| BlackRock Inc. | 1,520,542 | $13.3M | 0.00% | +182,996+13.7% | Added |
| 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 |